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AEM Forms

Introduction to AEM Forms

Infodales Tech Solutions | January 17, 2023

Overview

Adobe Experience Manager Forms is a solution provided by Adobe for creating, managing, and optimizing electronic forms (both simple and complex) across various channels such as web and mobile. AEM Forms streamline the creation and management of forms, making it easier for businesses to digitize and improve their document-based processes. The AEM Forms Module is a powerful feature introduced by AEM for creating adaptive forms, enabling easy creation, updating, and publishing.

Types of AEM Forms

  1. PDF Forms: Known as offline forms, they are saved locally, and form data is sent when it gets online.

  2. HTML Forms: Browser forms with the form tag element in HTML code, styled and scripted for validation.

  3. Adaptive Forms: Easily adapted to screen size and responsive, customizable on the field for user ease.

AEM Form Types

Set Up Adobe Forms Add-on:

Ensure that the Adobe Forms add-on is installed and configured in your AEM instance. This add-on allows you to create, manage, and publish adaptive forms. Adobe Forms functionality is provided through the AEM Forms add-on. You can download the AEM Forms add-on from the Adobe website or get it through Adobe's software distribution portal.

  1. Form Add-On Service Pack

AEM Form Types

If any item is missing from the Forms Module interface, it means you haven't installed the Forms service pack.

AEM Form is not setup

If the AEM Form is installed successfully, this item will appear.

AEM Form setup done

Adaptive Forms

An Adaptive Form is an interactive digital form that adjusts its layout and content dynamically based on the user's inputs or the device on which it is being viewed. It provides a user-friendly experience by adapting to different screen sizes, ensuring ease of filling out and navigation regardless of the device. Adaptive Forms are commonly used in web applications and mobile devices, allowing for a more responsive and user-centric form-filling experience.

Types to Create Adaptive Form:

  1. Using a form data model

  2. Using an XDP Form Template

  3. Using an XML Schema Definition (XSD) or a JSON Schema

  4. Using none or without a form model

AEM Form Types

Step To Create an Adaptive Forms

Create an Adaptive Form Template

Every adaptive form is based on an adaptive form template. The template defines the structure, initial content, theme, etc., the adaptive form inherits. You can create a new adaptive form template or use the out-of-the-box template when creating your adaptive form.

To create an adaptive form template, follow these steps:

Create a folder
  1. Navigate to Tool > General > Configuration Browser.

  2. AEM Form Types
  3. Create a Folder where you can store your template.

  4. Give a suitable title and ensure that you have selected the Editable template.

  5. AEM Form Types

Create a form template

  1. To create a template, go to Tool > General > Template.

  2. AEM Form Types
  3. Choose the folder you previously created, then click on the "Create" button to generate a template. In the subsequent step, the default template type is the Adaptive Form Template. Ensure that it is selected and proceed by clicking on the "Next" button.

  4. AEM Form Types
  5. Name the template and ensure that you have enabled the template. Every template at the minimum contains a layout container at the top. There’s an adaptive form container in the middle, and again, there’s a layout container at the bottom.

  6. Next, enable this adaptive form template so that it is available for the adaptive form authors to use. To do that, select the template and click on Enable.

AEM Form Types

Create Adaptive Form:

AEM Form Types
  1. Go to Forms > Forms & Documents.

  2. Create a folder to store your forms.

  3. Open the folder and create the Adaptive Form.

  4. Select the template for your adaptive form.

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  6. Click Next.

  7. Provide a meaningful title, there are some additional items like - Form Model, Advanced

  8. This means you can also create forms using Form Data Model, Form Data Model, Schema

  9. AEM Form Types
  10. Click on Create to create an Adaptive Form

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  12. Open the form in Edit mode. in Edit mode you

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Add Fields to Adaptive Forms:

  1. Drag components to the Panel (click on it to add fields).

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  3. Search for the field (e.g. text, button, numeric box).

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  5. Add the required fields in the form and configure the fields.

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  7. Go to Preview.

  8. AEM Form Types

    Creating Form Fragments

    A fragment is a reusable component within a form, designed to serve a specific purpose such as presenting an address block or legal text. Leveraging fragments streamlines the process of creating and maintaining numerous forms, enhancing efficiency and consistency across form development.

    1. Go to Forms and Documents.

    2. Create a folder for adaptive form fragments where you can save your form fragments.

    3. Select the folder that you created above and create a form fragment.

    AEM Form Fragment

    Provide a meaningful title for the fragment form. A form Fragment can be based on a Form model & there are some advanced settings. In Form Model, you can select a form data model, Schema, Form Template, and No option

    Now we have created a basic form fragment. Title: Log In.

    AEM Form Fragment layout

    Every form fragment has a guide root panel. Add a component in the guide root panel called Panel.

    Add Fields

    1. Label: User ID, Type: Text Button.

    2. Label: Password, Type: Text Button.

    3. Label: Login, Type: Submit Button.

    AEM Form Fragment layout

    Edit the properties of the fields in the panel.

    You can also add Form Fragment in your Adaptive Form

    Thank you for joining us on our AEM Forms journey through this blog. We appreciate your time and interest in exploring the fundamental concepts of AEM Forms, including Adaptive Forms and AEM Form Fragments.


Gaffur Shaik | AEM Developer
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