In a forms-centric portal deployment setup, forms development and portal development are two distinct activities. While form designers design and store forms in a repository, Web Developers create a web application to that list forms and handle submissions. Forms are then copied over to the web tier as there is no communication between the forms repository and the web application.

This often results in issues with managing the setup and production delays. For example, if a newer version of a form is available in the repository, the form designer, replaces the form on the web tier, modifies the web application, and redeploys the form on the public site. Redeploying the web application can cause some server downtime. Since the server downtime is a planned activity, the changes cannot be pushed to the public site immediately.

Forms Portal reduces management overheads and production delays. It equips Web Developers with components to create and customize a forms portal on websites authored using Adobe Experience Manager (AEM).

Getting started with forms portal

Navigate to the forms portal page that has been created and published.

The Search and Lister component displays the forms available on the Publish instance of the server. By default, this list includes all the available forms or the forms as per the filters (such as folders and rendition type) defined by the author.

The forms portal page displays similar to the following image:

A sample forms portal page
A sample forms portal page

Search and Lister

The components allow you to add the following functionality to your Forms Portal:

  • List forms in panel, card, or grid view that are available OOTB. It also supports custom templatesList forms from specific folders in Forms Manager.
  • Specify how forms are rendered - HTML5, PDF, or both.
  • Specify how PDF and XFA-forms are rendered - HTML5, PDF, or both. Non-XFA forms as HTML5.
  • Enable searching of forms based on criteria, such as form properties, metadata, and tags.
  • Submit form data to a servlet.
  • Use custom style sheets (CSS) to customize the look and feel of the portal.
  • Create links to forms.

You can search for forms in the Forms Portal page by using the following options:

  • Full Text Search
  • Advanced Search

Full text allows you to search the forms based on the keywords. This option searches for forms by searching for all parameters against the keywords that has been provided in the search.

An advanced search dialog
An advanced search dialog


Advance Search allows you to select the parameter against which keyword is to be matched. This provides a more accurate set of results based on the search. Advance search includes search based on tags, properties (such as Author, Description, and Title), modification date and full text. 

Lister displays forms based on the search made by the user. Each form in the search result displays with an associated icon. The icon for each result is hyperlinked to the associated form. Click the icon to open and work with the associated form.

Filling a form

A sample adaptive form
A sample adaptive form

The forms can be accessed from the link provided along with the form in the Search and Lister component of the page.

Each form contains help information that enables a user to fill the form.

Drafts and Submission

A user has the option to save a draft of a form by clicking the Save button. This allows the user to work on a form over a period of time before submitting the form.

The data filled in the form (including attachments) is saved as a draft on the server. The draft of a form can be saved any number of times. The saved form appears in the Drafts tab of Draft & Submission component of the page. 

On completion of form filling, the user submits the forms by clicking the Submit button on the form. The submitted forms appear in the Submissions tab of the Draft & Submission component of the Page.

Opomba:

The save feature is only available to users who have logged-in.

Drafts & submissions component
Drafts & submissions component

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