Organizations have a wide variety of forms. Some of these forms are created in Microsoft Word and converted into PDF. These forms by default are not fillable using Adobe Reader or Acrobat. To make these forms fillable using Acrobat or Reader, we need to convert these forms into Acroform. Acroforms are forms created using Acrobat. This article will walk you through the steps involved in creating Adaptive Form from Acroform and merging the data back into Acroform to get the pdf.

Prerequisites

AEM Forms 6.3 or 6.4 installed and configured

Familiarity with AEM Forms.

Download the first assets file and import into AEM using the package manager

Creating Acroform

Acroforms are forms created using Acrobat. You can create a new form from scratch using Acrobat or take an existing form created in Microsft Word and convert it into Acroform using Acrobat. The following steps need to be followed to convert a form created in Microsoft Word to Acroform.

  • Convert the word document into PDF
  • Open the converted word document using Acrobat
  • Use Acrobat Prepare form tool to identify the form fields on the form.
  • Save the pdf. Make sure the file name does not have any spaces in it.

 

 

Creating Acroform in Acrobat

Creating Acroform in Acrobat

Create XSD from the acroform

The next step is to create a schema from the Acroform created in the earlier step. A sample application is provided to create the schema as part of this tutorial. To create the schema, please follow the following instructions

  1. Login to crx
  2. Navigate to /apps/AemFormsSamples/components/createxsd/POST.jsp
  3. change the saveLocation to an appropriate folder on your hard drive. Make sure the folder you are saving to is already created.
  4. Point your browser to createXSD.
  5. Drag and drop the acroform.
  6. Check the folder specified in point 3. The schema file is saved to this location.

Add Acroform to Assets

The next step is to upload the acroform into AEM Digital Asset Management. Point your browser to acroform folder in assets

Upload the acroform created in the earlier step

For this sample to work, the acroforms need to be uploaded into the acroforms folder. If you upload the acroform in any other location the sample will not work

 

Testing the process

Download and install the following bundles using the AEM Flexi Web Console

DocumentServicesBundle

DevelopingWithServiceUserBundle

AcroFormsToAEMFormsBundle

Download and import the the assets related to this article using the package manager. The assets contain the workflow model,sample HTML Page and user mapping service configuration

Workflow

  1. Edit the MergeAcroformData workflow model
  2. Open the configuration properties of MergeAcroformData step .
  3. Click on the process tab.
  4. Make sure the arguments you are passing is a valid folder on your server.
  5. Save the changes.

Adaptive Form

  1. Create Adaptive Form using the schema created in the earlier step.
  2. Drag and drop few schema elements on to the Adaptive Form.
  3. Configure the submit action of the Adaptive Form to submit to AEM workflow (MergeAcroformData). 
  4. Make sure you specify the Data file path as "Data.xml". This is very important as the sample code looks for a file called Data.xml in the workflow payload.
  5. Preview Adaptive Form. Fill the form and submit.
  6. You should see PDF with the data save to the folder specified in step 4 under the configure workflow

 

Download

Note:

Make sure the acroform file name does not have any spaces in it. The sample code does not handle spaces in the file name.

The form field names  can only contain the following

single space 

single underscore

alphanumeric characters

This work is licensed under a Creative Commons Attribution-Noncommercial-Share Alike 3.0 Unported License  Twitter™ and Facebook posts are not covered under the terms of Creative Commons.

Legal Notices   |   Online Privacy Policy