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data-integeration

AEM Forms data integration provides an intuitive user interface to create and work with form data models. A form data model relies on data sources for exchange of data; however, you can create a form data model with or without a data source. There are two approaches to create a from data model depending on whether you have configured data sources:

  • Using preconfigured data sources: If you have configured data sources as described in Configure data sources, you can select them while creating a form data model. It brings all data model objects, properties, and services from the selected data sources available for use in the form data model.
  • Without data sources: If you have not configured data sources for your form data model, you can still create it without data sources. You can use the form data model to author adaptive forms and interactive communication and test them using sample data. When data sources are available, you can bind the form data model with data sources, which will automatically reflect in the associated adaptive forms and interactive communications.

Not:

You must be a member of both fdm-author and forms-user groups to be able to create and work with form data model. Contact your AEM administrator to become a member of the groups.

Create form data model

Ensure that you have configured the data sources you intend to use in the form data model as described in Configure data sources. Do the following to create a form data model based on configured data sources:

  1. In AEM author instance, navigate to Forms > Data Integrations.

  2. Tap Create > Form Data Model.

  3. In the Create Form Data Model dialog:

    • Specify a name for the form data model. 
    • (Optional) Specify title, description, and tags for the form data model.
    • (Optional and applicable only if data sources are configured) Tap the tick icon next to the Data Source Configuration field and select the configuration node where cloud services for the data sources you want to use reside. It restricts the list of data sources available for selection on the next page to the ones available in the selected configuration node. However, any JDBC database and AEM user profile data sources are listed by default. If you do not select a configuration node, data sources from all configuration nodes are listed.

    Tap Next.

  4. (Applicable only if data sources are configured) The Select Datasource screen lists available data sources, if any. Select data sources you want to use in the form data model.

  5. Tap Create and on the confirmation dialog, tap Open to open the form data model editor.

Let us review the different components of the form data model editor UI.

A form data model with three data sources - a RESTful service, AEM user profile, and an RDBMS

A. Data Sources

Lists data sources in a form data model. Expand a data source to view its data model objects and services.

B. Refresh Data Source Definitions

Fetches any changes in data source definitions from configured data sources and updates them in the Data Sources tab of the form data model editor.

C. Model

Content area where added data model objects appear.

D. Services

Content area where added data source operations or services appear.

E. Toolbar

Tools to work with form data model. The toolbar shows more options depending on the selected object in form data model.

F. Add Selected

Adds selected data model objects and services to the form data model.

For more information about form data model editor and how you can work with it to edit and configure form data model, see Work with form data model.

Update data sources

Do the following to add or update data sources to an existing form data model.

  1. Go to Forms > Data Integrations, select the form data model in which you want to add or update data sources, and tap Properties.

  2. In the form data model properties, go to the Update Source tab.

    In the Update Source tab:

    • Tap the browse icon in the Context-Aware Configuration field and select a configuration node where cloud configuration for the data source you want to add resides. If you do not select a node, cloud configurations residing only in the global node are listed when you tap Add Sources.
    • To add a new data source, tap Add Sources and select the data sources to add to the form data model. All data sources configured in global and the selected configuration node, if any, are displayed.
    • To replace an existing data source with another data source of the same type, tap the Edit icon for the data source and select from the list of available data sources.
    • To delete an existing data source, tap the Delete icon for the data source. The Delete icon is disabled if a data model object in the data source is added in the form data model. 
    fdm-properties
  3. Tap Save & Close to save the updates.

Not:

Once you add new data sources or update existing data sources in a form data model, ensure that you update the binding references, as appropriate, in adaptive forms and interactive communications that use the updated form data model.

Next steps

You now have a form data model with data sources added to it. Next, you can edit the form data model to add and configure data model objects and services, add associations between data model objects, edit properties, add custom data model objects and properties, generate sample data, and so on. 

For more information, see Work with form data model.

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