Send Email

You can use the Send Email Submit Action to send an email to one or more recipients on successful submission of the form. The email generated can contain form data in a predefined format. For example, in the following template, customer name, shipping address, name of the state, and zip code are retrieved from submitted form data.

```

Hi ${customer_Name},

The following is set as your deafult shipping address:
${customer_Name},
${customer_Shipping_Address},
${customer_State},
${customer_ZIPCode}

Regards,
WKND

```
NOTE
  • All the form fields must have different element names, even if the fields are placed on different panels of an Adaptive Form.
  • AEM as a Cloud Service requires outbound mail to be encrypted. By default, outbound email is disabled. To activate it, submit a support ticket to Requesting Access.

You can also include attachments and a Document of Record (DoR) to the email. To enable Attach Document of Record option, configure the Adaptive Form to generate a Document of Record (DoR). You can enable the option to generate a Document of Record from Adaptive Form properties.

Submit using Form Data Model (FDM)

The Submit using Form Data Model Submit Action writes submitted Adaptive Form data for the specified data model object in a Form Data Model (FDM) to its data source. When configuring the Submit Action, you can choose a data model object whose submitted data you want to write back to its data source.

In addition, you can submit a form attachment using a Form Data Model (FDM) and a Document of Record (DoR) to the data source. For information about form data model (FDM), see AEM Forms Data Integration.

Invoke an AEM Workflow

The Invoke an AEM Workflow Submit Action associates an Adaptive Form with an AEM Workflow. When a form is submitted, the associated workflow starts automatically on the Author instance. You can save the data file, attachments, and Document of Record to the payload location of the workflow or to a variable. If the workflow is marked for external data storage and configured for an external data storage, then only the variable option is available. You can select from the list of variables available for the workflow model. If the workflow is marked for external data storage at a later stage and not at the time of workflow creation, then ensure that the required variable configurations are in place.

The Submit Action places the following at the payload location of the workflow, or the variable if the workflow is marked for external data storage:

  • Data file: It contains data submitted to the Adaptive Form. You can use the Data File Path option to specify the name of the file and path of file relative to the payload. For example, the /addresschange/data.xml path creates a folder named addresschange and places it relative to payload. You can also specify only data.xml to send only submitted data without creating a folder hierarchy. If the workflow is marked for external data storage, use the variable option and select the variable from the list of variables available for the workflow model.

  • Attachments: You can use the Attachment Path option to specify the folder name to store the attachments uploaded to the Adaptive Form. The folder is created relative to the payload. If the workflow is marked for external data storage, use the variable option and select the variable from the list of variables available for the workflow model.

  • Document of Record: It contains the Document of Record generated for the Adaptive Form. You can use the Document of Record Path option to specify the name of the Document of Record file and path of file relative to the payload. For example, the /addresschange/DoR.pdf path creates a folder named addresschange relative to the payload and places the DoR.pdf relative to payload. You can also specify only DoR.pdf to save only Document of Record without creating a folder hierarchy. If the workflow is marked for external data storage, use the variable option and select the variable from the list of variables available for the workflow model.

Before using the Invoke an AEM Workflow Submit Action configure the following for the AEM DS settings service configuration:

  • Processing Server URL: The Processing Server is the server where the Forms or AEM Workflow is triggered. This can be same as the URL of the AEM author instance or another server.

  • Processing Server User Name: Workflow user’s username

  • Processing Server Password: Workflow user’s password

Submit to SharePoint

The Submit to SharePoint Submit Action connects an Adaptive Form with a Microsoft® SharePoint Storage. You can submit the form data file, attachments, or Document of Record to the connected Microsoft® Sharepoint Storage.

Using Submit to SharePoint, you can:

Connect an Adaptive Form to SharePoint Document Library

To use the Submit to SharePoint Document Library Submit Action in an Adaptive Form:

  1. Create a SharePoint Document Library Configuration: It connects AEM Forms to your Microsoft® Sharepoint Storage.
  2. Use the Submit to SharePoint submit action in an Adaptive Form: It connects your Adaptive Form to configured Microsoft® SharePoint.

Create a SharePoint Document Library configuration

To connect AEM Forms to your Microsoft® Sharepoint Document Library Storage:

  1. Go to your AEM Forms Author instance > Tools > Cloud Services > Microsoft® SharePoint.

  2. Once you select the Microsoft® SharePoint, you are redirected to SharePoint Browser.

  3. Select a Configuration Container. The configuration is stored in the selected Configuration Container.

  4. Click Create > SharePoint Document Library from the drop-down list. The SharePoint configuration wizard appears.

    Sharepoint configuration

  5. Specify the Title, Client ID, Client Secret and OAuth URL. For information on how to retrieve Client ID, Client Secret, Tenant ID for OAuth URL, see Microsoft® Documentation.

    • You can retrieve the Client ID and Client Secret of your app from the Microsoft® Azure portal.
    • In the Microsoft® Azure portal, add the Redirect URI as https://[author-instance]/libs/cq/sharepoint/content/configurations/wizard.html. Replace [author-instance] with the URL of your Author instance.
    • Add the API permissions offline_access and Sites.Manage.All to provide read/write permissions.
    • Use OAuth URL: https://login.microsoftonline.com/tenant-id/oauth2/v2.0/authorize. Replace <tenant-id> with the tenant-id of your app from the Microsoft® Azure portal.
    NOTE
    The client secret field is mandatory or optional depends upon your Azure Active Directory application configuration. If your application is configured to use a client secret, it is mandatory to provide the client secret.
  6. Click Connect. On a successful connection, the Connection Successful message appears.

  7. Now, select SharePoint Site > Document Library > SharePoint Folder, to save the data.

    NOTE
    • By default, forms-ootb-storage-adaptive-forms-submission is present at selected SharePoint Site.
    • Create a folder as forms-ootb-storage-adaptive-forms-submission, if not already present in the Documents library of the selected SharePoint Site by clicking Create Folder.

Now, you can use this SharePoint Sites configuration for the submit action in an Adaptive Form.

Use SharePoint Document Library Configuration in an Adaptive Form

You can use the created SharePoint Document Library configuration in an Adaptive Form, to save data or generated Document of Record in a SharePoint folder. Perform the following steps to use a SharePoint Document Library storage configuration in an Adaptive Form as:

  1. Create an Adaptive Form.

    NOTE
    • Select the same Configuration Container for an Adaptive Form, where you have created your SharePoint Document Library storage.
    • If no Configuration Container is selected, then the global Storage Configuration folders appear in the Submit Action properties window.
  2. Select Submit Action as Submit to SharePoint.
    Sharepoint GIF

  3. Select the Storage Configuration, where you want to save your data.

  4. Click Save to save the Submit settings.

When you submit the form, the data is saved in the specified Microsoft® Sharepoint Document Library Storage.
Folder structure to save data is /folder_name/form_name/year/month/date/submission_id/data.

NOTE
Attachments are also stored in the /folder_name/form_name/year/month/date/submission_id/data directory. However, if you select Save Attachments with Original Name, the attachments are stored in the folder using their original filenames.
image

Connect an Adaptive Form to Microsoft® SharePoint List

To use the Submit to SharePoint List Submit Action in an Adaptive Form:

  1. Create a SharePoint List Configuration: It connects AEM Forms to your Microsoft® Sharepoint List Storage.
  2. Use the Submit using Form Data Model (FDM) in an Adaptive Form: It connects your Adaptive Form to configured Microsoft® SharePoint.

Create a SharePoint List Configuration

To connect AEM Forms to your Microsoft® Sharepoint List:

  1. Go to Tools > Cloud Services > Microsoft® SharePoint.

  2. Select a Configuration Container. The configuration is stored in the selected Configuration Container.

  3. Click Create > SharePoint List from the drop-down list. The SharePoint configuration wizard appears.

  4. Specify the Title, Client ID, Client Secret and OAuth URL. For information on how to retrieve Client ID, Client Secret, Tenant ID for OAuth URL, see Microsoft® Documentation.

    • You can retrieve the Client ID and Client Secret of your app from the Microsoft® Azure portal.

    • In the Microsoft® Azure portal, add the Redirect URI as https://[author-instance]/libs/cq/sharepointlist/content/configurations/wizard.html. Replace [author-instance] with the URL of your Author instance.

    • Add the API permissions offline_access and Sites.Manage.All in the Microsoft® Graph tab to provide read/write permissions. Add AllSites.Manage permission in the Sharepoint tab to interact remotely with SharePoint data.

    • Use OAuth URL: https://login.microsoftonline.com/tenant-id/oauth2/v2.0/authorize. Replace <tenant-id> with the tenant-id of your app from the Microsoft® Azure portal.

      NOTE
      The client secret field is mandatory or optional depends upon your Azure Active Directory application configuration. If your application is configured to use a client secret, it is mandatory to provide the client secret.
  5. Click Connect. On a successful connection, the Connection Successful message appears.

  6. Select SharePoint Site and SharePoint List from the drop-down list.

  7. Select Create to create the cloud configuration for the Microsoft® SharePointList.

Use the Submit using Form Data Model (FDM) in an Adaptive Form

You can use the created SharePoint List configuration in an Adaptive Form, to save data or generated Document of Record in a SharePoint List. Perform the following steps to use a SharePoint List storage configuration in an Adaptive Form as:

When you submit the form, the data is saved in the specified Microsoft® Sharepoint List Storage.

NOTE
In Microsoft® SharePoint List, the following column types are not supported:
  • image column
  • metadata column
  • person column
  • external data column

Submit to OneDrive

The Submit to OneDrive Submit Action connects an Adaptive Form with a Microsoft® OneDrive. You can submit the form data, file, attachments, or Document of Record to the connected Microsoft® OneDrive Storage. To use the Submit to OneDrive Submit Action in an Adaptive Form:

  1. Create a OneDrive Configuration: It connects AEM Forms to your Microsoft® OneDrive Storage.
  2. Use the Submit to OneDrive submit action in an Adaptive Form: It connects your Adaptive Form to
    configured Microsoft® OneDrive.

Create a OneDrive Configuration

To connect AEM Forms to your Microsoft® OneDrive Storage:

  1. Go to your AEM Forms Author instance > Tools > Cloud Services > Microsoft® OneDrive.

  2. Once you select the Microsoft® OneDrive, you are redirected to OneDrive Browser.

  3. Select a Configuration Container. The configuration is stored in the selected Configuration Container.

  4. Click Create. The OneDrive configuration wizard appears.

    OneDrive Configuration Screen

  5. Specify the Title, Client ID, Client Secret and OAuth URL. For information on how to retrieve Client ID, Client Secret, Tenant ID for OAuth URL, see Microsoft® Documentation.

    • You can retrieve the Client ID and Client Secret of your app from the Microsoft® Azure portal.
    • In the Microsoft® Azure portal, add the Redirect URI as https://[author-instance]/libs/cq/onedrive/content/configurations/wizard.html. Replace [author-instance] with the URL of your Author instance.
    • Add the API permissions offline_access and Files.ReadWrite.All to provide read/write permissions.
    • Use OAuth URL: https://login.microsoftonline.com/tenant-id/oauth2/v2.0/authorize. Replace <tenant-id> with the tenant-id of your app from the Microsoft® Azure portal.
    NOTE
    The client secret field is mandatory or optional depends upon your Azure Active Directory application configuration. If your application is configured to use a client secret, it is mandatory to provide the client secret.
  6. Click Connect. On a successful connection, the Connection Successful message appears.

  7. Now, select OneDrive Container > [OneDrive Folder] to save the data.

    NOTE
    • By default, forms-ootb-storage-adaptive-forms-submission is present at OneDrive Container.
    • Create a folder as forms-ootb-storage-adaptive-forms-submission, if not already present by clicking Create Folder.

Now, you can use this OneDrive storage configuration for the submit action in an Adaptive Form.

Use OneDrive Configuration in an Adaptive Form

You can use the created OneDrive storage configuration in an Adaptive Form, to save data or generated Document of Record in a OneDrive folder. Perform the following steps to use OneDrive storage configuration in an Adaptive Form as:

  1. Create an Adaptive Form.

    NOTE
    • Select the same Configuration Container for an Adaptive Form, where you have created your OneDrive storage.
    • If no Configuration Container is selected, then the global Storage Configuration folders appear in the Submit Action properties window.
  2. Select Submit Action as Submit to OneDrive.
    OneDrive GIF

  3. Select the Storage Configuration, where you want to save your data.

  4. Click Save to save the Submit settings.

When you submit the form, the data is saved in the specified Microsoft® OneDrive Storage.
Folder structure to save data is /folder_name/form_name/year/month/date/submission_id/data.

Submit to Azure Blob Storage

The Submit to Azure Blob Storage Submit Action connects an Adaptive Form with a Microsoft® Azure portal. You can submit the form data, file, attachments, or Document of Record to the connected Azure Storage containers. To use the Submit action for Azure Blob Storage:

  1. Create an Azure Blob Storage Container: It connects AEM Forms to Azure Storage containers.
  2. Use Azure Storage Configuration in an Adaptive Form: It connects your Adaptive Form to configured Azure Storage containers.

Create an Azure Blob Storage Container

To connect AEM Forms to your Azure Storage containers:

  1. Go to your AEM Forms Author instance > Tools > Cloud Services > Azure Storage.

  2. Once you select the Azure Storage, you are redirected to Azure Storage Browser.

  3. Select a Configuration Container. The configuration is stored in the selected Configuration Container.

  4. Click Create. The Create Azure Storage Configuration wizard appears.

    Azure Storage Configuration

  5. Specify the Title, Azure Storage Account and Azure Access key.

    • You can retrieve Azure Storage Account name and Azure Access key from the Storage Accounts in the Microsoft® Azure portal.
  6. Click Save.

Now, you can use this Azure Storage container configuration for the submit action in an Adaptive Form.

Use Azure Storage Configuration in an Adaptive Form

You can use the created Azure Storage container configuration in an Adaptive Form, to save data or generated Document of Record in Azure Storage container. Perform the following steps to use Azure Storage container configuration in an Adaptive Form as:

  1. Create an Adaptive Form.

    NOTE
    • Select the same Configuration Container for an Adaptive Form, where you have created your OneDrive storage.
    • If no Configuration Container is selected, then the global Storage Configuration folders appear in the Submit Action properties window.
  2. Select Submit Action as Submit to Azure Blob Storage.
    Azure Blob Storage GIF

  3. Select the Storage Configuration, where you want to save your data.

  4. Click Save to save the Submit settings.

When you submit the form, the data is saved in the specified Azure Storage container configuration.
Folder structure to save data is /configuration_container/form_name/year/month/date/submission_id/data.

To set values of a configuration, Generate OSGi Configurations using the AEM SDK, and deploy the configuration to your Cloud Service instance.

Submit to Power Automate

You can configure an Adaptive Form to run a Microsoft® Power Automate Cloud Flow on submission. The configured Adaptive Form sends captured data, attachments, and Document Of Record to Power Automate Cloud Flow for processing. It helps you build custom data capture experience while harnessing the power of Microsoft® Power Automate to build business logics around captured data and automate customer workflows. Here are a few examples of what you can do after integrating an Adaptive Form with Microsoft® Power Automate:

  • Use Adaptive Forms data in a Power Automate business processes
  • Use Power Automate to send captured data to more than 500 data sources or any publicly available API
  • Perform complex calculations on captured data
  • Save Adaptive Forms data to storage systems at a predefined schedule

Adaptive Forms editor provides the Invoke a Microsoft® Power Automate flow submit action to send adaptive forms data, attachments, and Document Of Record are sent to Power Automate Cloud Flow. To use the Submit action to send captured data to Microsoft® Power Automate, Connect your Forms as a Cloud Service instance with Microsoft® Power Automate

After a successful configuration, use the Invoke a Microsoft® Power Automate flow submit action to send data to a Power Automate Flow.

Submit to Workfront Fusion

You can configure an Adaptive Form to submit data to Workfront Fusion on submission. Workfront Fusion allows automation of processes so that user can concentrate on new tasks rather than repeating the same tasks again and again. It automates both simple and complex tasks, saving time and ensuring consistent process execution.

The Adaptive Forms editor provides the Invoke a WorkFront Fusion Scenario submit action to send Adaptive Forms data or attachments to a Workfront Fusion scenario. To use the submit action for sending captured data to a Workfront Fusion scenario, refer to Submit an Adaptive Form to Adobe Workfront Fusion.

Use synchronous or asynchronous submission

A Submit Action can use synchronous or asynchronous submission.

Synchronous submission: Traditionally, web forms are configured to submit synchronously. In a synchronous submission, when users submit a form, they are redirected to an acknowledgment page, a thank you page, or if there is submission failure, an error page. You can select the Use asynchronous submission option to redirect the users to a webpage or show a message on submission.

Configure Submit Action

Asynchronous submission: Modern web experiences like single page applications are gaining popularity where the web page remains static while client-server interaction happens in the background. You can now provide this experience with Adaptive Forms by configuring asynchronous submission.

Server-Side Revalidation in Adaptive Form

Typically, in any online data capture system, developers place someJavaScript validations on client side to enforce a few business rules. But in modern browsers, end users have way to bypass those validations and manually do submissions using various techniques, Such as Web Browser DevTools Console. Such techniques are also valid for Adaptive Forms. A forms developer can create various validation logics, but technically, end users can bypass those validation logics and submit invalid data to the server. Invalid data would break the business rules that a forms author has enforced.

The server-side revalidation feature provides the ability to also run the validations that an Adaptive Forms author has provided while designing an Adaptive Form on the server. It prevents any possible compromise of data submissions and business rules violations represented in terms of form validations.

What to validate on Server?

All out of the box (OOTB) field validations of an Adaptive Form that are rerun at the server are:

  • Required
  • Validation Picture Clause
  • Validation Expression

Enabling Server-side Validation

Use the Revalidate on server under Adaptive Form Container in the sidebar to enable or disable server-side validation for the current form.

Enabling Server-Side Validation

Enabling Server-Side Validation

If end-user bypass those validations and submit the forms, the server again performs the validation. If the validation fails at server end, then the submit transaction is stopped. The user is presented with the original form again. The captured data and submitted data are presented to the user as an error.

NOTE
Server-side validation validates the form model. You are recommended to create a separate client library for validations and not mix it with other things like HTML styling and DOM manipulation in the same client library.

Supporting Custom functions in Validation Expressions

At times, if there are complex validation rules, the exact validation script reside in custom functions and author calls these custom functions from field validation expression. To make this custom function library known and available while performing server-side validations, the form author can configure the name of AEM client library under the Basic tab of Adaptive Form Container properties as shown below.

Supporting Custom functions in Validation Expressions

Supporting Custom functions in Validation Expressions

Author can configure customJavaScript library per Adaptive Form. In the library, only keep the reusable functions, which have dependency on jquery and underscore.js third-party libraries.