You can move your adaptive forms across AEM instances. Such a movement is required when migrating systems or moving forms from a stage server to a production server. Adaptive form templates can be exported as a package and then imported into a specific AEM instance.

Export adaptive forms and templates

Perform the following steps, on the source system, to export an adaptive form template and create a package:

  1. Access http://[hostname]:[port]/crx/packmgr/index.jsp. Log in using the administrator credentials.

  2. Click Create Package .

  3. Specify a name and select a group for the package. The default group is my_packages. Click OK.

  4. Search for the package created in the previous step and click Edit. The Edit Package dialog box appears.

    Editing an AEM package
  5. In the Filters tab, click Add Filter. Browse the path for the assets /content/dam/formsanddocuments/<path of the assets> that you want to export.

  6. Include the path of AF cq:page, if the assets contain adaptive forms. To do so, add another filter and select the corresponding node path /content/forms/af/<path of the asset>.

    Select assets to add to a filter while creating an AEM package
  7. If an asset refers to another child asset, add the child assets as a filter. Referred child assets are listed in View Properties > Advanced section.


    If any DAM assets are used in adaptive forms, add the DAM assets as filters. A complete list of dependencies is available in the publish dialog box, that appears when you publish an asset.

    Filters added while creating a package
  8. Click Build to build the package. Click Download to save the package on your local file system.

    Options to build and download a package

Import adaptive forms and templates

On the target system, follow these steps to import a package containing adaptive forms:

  1. Access http://[hostname]:[port]/crx/packmgr/index.jsp. Log in using the administrator credentials.

  2. Click Upload Package and browse to the exported CRX package. Click OK.

    Upload a package from local file system
  3. Select the package and click Install.

    Install a package after uploading it
  4. Open the AEM forms user interface and verify that the assets are imported successfully.

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