Documentation AEM AEM Tutorials AEM Forms Tutorials

Getting this use case to work on your system

Last update: March 25, 2025

Applies to:
Experience Manager 6.4
Experience Manager 6.5

Topics:
Mobile Forms

CREATED FOR:

Experienced
Developer

AEM Forms 6.5

NOTE

For the sample assets to work on your system, it is assumed you have access to an AEM Forms author and and AEM Forms publish instance.

To get this use case working on your local system, following these steps:

Deploy the following on your AEM Forms author instance

Install the MobileFormToWorkflow bundle
Import the custom profile that merges the data from the HTML5 form with the XDP and returns an interactive pdf.
Deploy the Developing with Service User bundle
Add the following entry in the Apache Sling Service User Mapper Service using the configMgr

DevelopingWithServiceUser.core:getformsresourceresolver=fd-service

You can store the form submissions in a different folder by specifying the folder name in the AEM Server Credentials configuration using the configMgr. If you change the folder, make sure you create a launcher on the folder to trigger the workfow ReviewSubmittedPDF

config-author

Import the sample xdp and the workflow package using package manager.

Deploy the following assets on publish instance

Install the MobileFormToWorkflow bundle
Specify the username/password for the author instance and an existing location in your AEM repository to store the submitted data in the AEM Server credentials using the configMgr. You can leave the URL of the endpoint on AEM Workflow Server as is. This is the endpoint which extracts and stores the data from the submission in the specified the node.
Deploy the Developing with Service User bundle
Open the osgi configuration.
Search for Apache Sling Referrer Filter. Make sure the Allow Empty checkbox is selected.
Import the custom profile that merges the data from the HTML5 form with the XDP and returns an interactive pdf.

Test the solution

Login to your author instance
Edit the advanced properties of the w9.xdp. Make sure the submit url and render profile are set correctly as shown below.
Publish the w9.xdp
Login to publish instance
Preview the w9 form
Fill in several fields and then click the button on the toolbar to download the interactive PDF.
Fill in the downloaded PDF using Acrobat and hit submit button.
You should get a success message
Login to AEM Author instance as admin
Check the AEM Inbox
You should have workitem to review the submitted PDF

NOTE

Instead of submitting the PDF to servlet running on publish instance, some customers have deployed the servlet in servlet container such as Tomcat. It all depends on the topology the customer is comfortable with.for the purpose of this tutorial we are going to use the servlet deployed on publish instance for handling the pdf submissions.

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