AEM forms provides simplified yet powerful user interface to form administrators and developers to manage forms and related assets. It provides a host of tools in a consolidated view of the forms repository to search, list, view, and perform advanced operations on forms and assets. It helps manage the complete lifecycle of forms - from a developer's desktop to offering it on a portal server for end users.
AEM forms offers the following forms and assets management capabilities:
- Create adaptive forms
- Create folders to categorize forms
- Upload and download XDP and PDF documents to and from the repository
- Perform full-text or advanced search on meta properties
- Add or update form metadata
- Configure the submit URL for XDP and PDF based forms
- Configure the render profile for XDP based forms
- Perform on-demand or scheduled publishing or unpublishing of a form
- Preview a form as PDF or HTML - with or without sample data
- View and browse form relationships
- Initiate and manage form review workflow
- Enable analytics for adaptive form and view reports
- Change the template applied to an Adaptive Form
AEM forms supports the following asset types:
- Form templates (XFA forms)
- PDF forms
- Document (flat PDFs)
- Adaptive Forms
- Resource (Image and XSDs)
A Resource in AEM forms is expected to be associated with a form template.
You can access the AEM forms UI by clicking Forms in the left navigation page of the AEM landing page or by logging in at http://<server>:<port>/aem/forms.html.
As shown in the image, AEM forms UI includes the following primary sections:
- Breadcrumb: the horizontal bar present at extreme top of the page provides a user with information about the current location in the folder hierarchy and offers direct links to parent locations.
- Rail: the collapsible column present at the extreme left of the page contains a number of tabs that link to various modules within AEM, like Forms.
- Form listing panel: the content area stretching across the screen that lists forms in a tabular format along with their meta-properties. This panel has an option to display forms in a card layout as well.
- Search panel: the collapsible column present in between the rail and form listing panel. It provides basic as well as advanced search options.
- Toolbar: the horizontal bar present right above the list of forms. It contains forms management tools. You can hover your mouse over a tool icon to view the tool tip describing its functionality.
AEM forms UI uses folders to arrange assets. It supports two types of folders:
- Forms Workflow folders: These folders are created when LiveCycle applications are migrated and syncronized. You cannot rename, create a subfolder, create an adaptive form, delete a version folder, and delete an application in these folders. Forms Workflow folders are only applicable to AEM forms on JEE and not to AEM form on OSGi.
- General folders: These folders are used for assets created in AEM forms UI. These folders do not have a strict folder structure. You can rename, create subfolders, and create an adaptive form in these folders.