Overview of the use case

Transcript

Hi, and welcome to this video where we’ll showcase a practical use case in AEM forms that you’ll learn to implement by taking this tutorial. Today, we’re focusing on a scenario involving the Benefits Enrollment form and demonstrating the power of searchable fields to streamline form management and data retrieval. Let’s begin this illustration with our end user Chris. Chris is completing a Benefits Enrollment form crafted in AEM forms which gathers information about the user and also requires a PDF attachment. This form is particularly notable for two fields marked as searchable, educational benefits and select your highest qualification. The inclusion of these searchable fields is a strategic decision, offering significant efficiency for administrators who later need to sift through a multitude of submissions. As Chris submits the form, we witness the seamless functionality of AEM forms. The system not only stores the form data, but also secures the PDF attachment in Microsoft Azure portal. This integrated approach to storage ensures that every aspect of the submission, from data to documents, is consolidated, simplifying overall data management. Now let’s shift our focus to the perspective of an administrator. Here we have a custom dashboard built on AEM forms that empowers administrators with the ability to conduct precise searches using the predefined searchable fields. Upon selecting a form type, such as our Benefits Enrollment form, the searchable fields dropdown intuitively adapts, presenting only the relevant options for that specific form. This customization of the search feature facilitates a more efficient and targeted query process. Upon setting the search criteria, the administrator triggers the query. AEM forms responds by retrieving and presenting the matching results in a structured table layout. Each entry in this table is not just data, it’s a portal into the detailed contents of each submission. When the administrator clicks on a submission link, the form opens, prefilled with the user-submitted data. Notice that it also includes the PDF attachment, ensuring that the administrator has a comprehensive view of each submission. This demonstration of AEM forms and Azure Integration showcases how managing and searching form submissions becomes more efficient and user-friendly, proving invaluable for any organization. Thanks for watching, and now it’s time to start the tutorial to understand how all of this was built using AEM forms.