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Import or Export Adaptive Forms and AEM Forms assets importing-and-exporting-assets-to-aem-forms

Last update: Thu Jul 04 2024 00:00:00 GMT+0000 (Coordinated Universal Time)

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You can move Adaptive Forms and related assets such as Adaptive Form themes, Form Data Model (FDM), Adaptive Form templates, Fragments, and PDF forms between AEM Forms instances.

To download forms or related assets:

  1. Log in to your Experience Manager Forms instance.

  2. Select Forms > Forms & Documents.

    Select Forms

  3. Select the assets, and click the Download icon from the upper rail.

    Download Forms

    When you download the form, the Download Asset(s) dialog box appears.

    Download forms assets

  4. Click Download.

The selected assets are downloaded as an archive (.zip file).

You can upload the supported asset types individually or as a ZIP archive. For a ZIP file, the relative paths of all the supported assets are displayed. Unsupported assets inside the ZIP are ignored and not listed. However, if the ZIP archive contains only the unsupported assets, an error message is displayed instead of the pop-up dialog.
To upload a form or a related asset:

  1. Log in to your Experience Manager Forms instance.

  2. Select Forms > Forms & Documents.

    Select Forms

  3. Select Create > File Upload. A dialog box appears.

    Upload Forms

  4. In the dialog box, browse and select the package or the archive to import. You can also select other supported file types. Select Open. The folder or the file name that you select must not include any special characters.

    On the dialog box, verify the details of assets being uploaded, and select Upload.

    In case, you upload an existing forms asset, the asset gets updated.

    note note
    NOTE
    When a name conflict with different resource types, uploading a package does not replace the existing folder hierarchy. For example, If you have an Adaptive Form named ‘Training’ at location /content/dam/formsanddocuments on one server. You can download the Adaptive Form and upload the form on another server. The second server also has a folder with the name ‘Training’ at the same location /content/dam/formsanddocuments. The upload fails.

Download a theme

You can export themes in AEM Forms that you can use in other projects or instances. AEM lets you download themes as a zip file, that you can upload on the instance.
To download a theme:

  1. Log in to your Experience Manager Forms Author instance.

  2. Select Forms > Themes.

    Select Theme

  3. On the Themes page, select the theme and click the Download icon from the upper rail.

    Download Theme

    When you download the theme, the Download Asset(s) dialog box appears.

    Download theme assets

  4. Click Download.

The selected assets are downloaded as an archive (.zip file).

Upload a theme uploading-a-theme

You can upload and use themes that others create in your forms.
To upload a theme:

  1. Log in to your Experience Manager Forms instance.

  2. In Experience Manager, navigate to Forms > Themes.

    Select Theme

  3. On the Themes page, click Create > File Upload.

    Upload Theme

  4. Browse and select a theme package on your computer and click Upload. The uploaded theme becomes available on the Themes page.

You can uses folders to arrange and organize assets. Organizing documents and assets in a folder allow you to group the files for easy management. You can select a folder and choose to download or delete it.

Create a folder create-a-folder

To create a folder:

  1. Log in to your Experience Manager Forms instance.

  2. Select Forms > Forms & Documents.

    Select Form

  3. Select Create > Folder.

    Create Folder

    The Add Folder dialog box appears.

  4. Enter the Title. The Name automatically populates as you type the Title.

    Add Folder

  5. Click Create.

    note note
    NOTE
    By default, the value of the name field is automatically populated from the title. The name can only contain alphanumeric characters, or the hyphen (-) and underscore (_) special characters. Any other special characters entered in the title are automatically replaced with a hyphen and you are prompted to confirm the new name. You can choose to continue with the suggested name or edit it further.

A new folder with the title you defined is displayed at the current location in the asset listing.

If a folder exists with the name specified, the submission fails with an error. You can view the error message by hovering over the error aem6forms_error_alert icon that appears beside the name field.

You can select the created folder to go inside the folder and create assets or folders within the folder. Further, you can select a folder and choose to queue it for download, delete it, or edit its name.

Create copies of one or more assets create-copies-of-one-or-more-assets-or-letters

You can use an existing assets to quickly create an asset with similar properties, content, and inherited assets.

To create copies of assets:

  1. Log in to your Experience Manager Forms instance.

  2. On the relevant assets page, select one or more assets. The UI displays the Copy icon.

  3. Select Copy. The UI displays the Paste icon icon.

    Copy asset

    You can also choose to go/navigate inside a folder before you paste. Different folders can contain assets with the same names. For more information on folders, see Folders and organizing assets.

  4. Select Paste.

    Paste asset

  5. The Paste dialog appears. The system auto generates names and titles to the new copies of assets, but you can edit the titles and names of the assets.

    If you are copying and pasting the assets at the same place, a suffix “-CopyXX” gets added to the existing name of the asset. If no title existed for the copied asset, the auto generated title field remains blank.

    Paste asset at new location

    If necessary, edit the Title with which you want to save the copy of the asset. The Name automatically populates as you type the Title.

  6. Select Paste. New copies of the copied assets are created.

Search search-forms

When you have a large number of assets, searching for the right asset is time-consuming. You can perform a text-based search for a specific asset on the asset page.

To search the asset:

  1. Log in to your Experience Manager Forms instance.

  2. Click the search icon search icon.

    Search Form

  3. Enter the name of the asset you wish to search for in the search bar.

  4. A list of related assets appears. Select the desired asset from the displayed asset list.

    Search assets

For more information and instructions on using search, see Search.

See Also see-also

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