Add form links to Sites page

In the bank website scenario, the Link Forms Portal component enhances navigation by guiding users to specific forms across various sections of the site. It provides direct references to forms such as loan applications, account opening forms, or feedback surveys, strategically placed throughout the website. The Link component inserts links that direct users to specific Adaptive Forms within the Sites page. For example, on the bank’s website, anonymous users can access a general inquiry form, while logged-in users can directly access more secure forms, such as loan applications or transaction authorization forms.

Link icon

Pre-requisite

Before exploring the various capabilities of a Forms Portal component, ensure that Core Components are enabled for your environment. For detailed instructions on how to enable Core Components for your environment, click here.

After deploying the latest Core Components to your environment, the Forms Portal components become accessible in your authoring environment.

To add the Link portal component to your Sites page, perform the following steps:

  1. Open the AEM Sites page in an Edit mode.

  2. Go to the Page Information > Edit Template
    Edit template policy

  3. Click the Policy and select the Link checkbox under the [AEM Archetype Project Name] - Forms and Communications Portal.

    Policy Selection

  4. Click Done.

  5. Now, re-open the AEM Sites page in the authoring mode.

  6. Locate the section within the page editor that allows you to add the Forms Portal component.

  7. Click the Add icon. The icon is a plus sign (+) that signifies the option to add new components.

    Clicking the Add icon displays an Insert New Component dialog box that displays various components for insertion.

    note note
    NOTE
    Alternatively, you can also drag and drop the component.
  8. Browse the available components in the dialog box and select the desired component from the list. For example, select the Link component from the list to add the Link Forms Portal component.

    Link component

Now, configure the properties of the Link component.

You can easily customize Link component properties using the Configure Dialog for a seamless user experience. To configure, select the component and then select the Configure icon . The Link dialog opens.

Display Tab

Display Tab

In the Display tab, provide the link caption and tooltip to ease identification of the forms represented by the link.

Asset Info tab

Assets Info Tab

In the Asset Info tab, specify the repository path where the asset is stored.

Query Params tab

Query Params Tab

In the Query Params tab, specify the additional parameters in the key-value pair format. When the link is clicked, these additional parameters and passed along with the form.

Preview the Sites page to view the link to an Adaptive Form, which is specified in the Assets Info properties tab of the Link component. Clicking the link displays the form on the screen for users, who can then access it based on the permissions.

Query Params Tab

See Also see-also

recommendation-more-help
fbcff2a9-b6fe-4574-b04a-21e75df764ab