Agencies
Services
Creating a New Form
Navigate Through Forms
When you log into AEM, you will see the main screen displaying a number of features you can use to manage your website. To create a form, select "Forms".
Within the second layer of navigation select "Forms & Documents".
Choose Where the Form Will Live
After navigating to Forms & Documents you will see a set of folders you have access to edit. Select the folder that corresponds with your agency's website. Most folders are identified by the acronym of the agency they relate to.
Once within the selected folder click on "Create", and select the "Adaptive Form" option.
Select a Form Template
Select the "soiSharePoint Form Template," which will set the basic layout of your form. If you select one of the other templates you will be unable to configure the form to submit correctly.
Form Properties
Give your form a title and name. Note that the name field is used as the form's file name. If left empty, it will assume the value of the title field. If your form title is long, consider customizing the name field to ensure your form has SEO friendly URL. The name field should not contain uppercase or special characters. Spaces should be replaced by dashes.
Adding a description and any tags are optional, but recommended.
Remove checkmark from inherited from /content/dam. Then set the Configuration Container field to: /conf/[agency-acronym]
No other fields need changed or filled in. Unless form submission will be set to send a PDF via email. Learn additional information about configuring the Form Model tab if send a PDF via email submission will be used.
After you click "Create", you will have an option to select either "Done" or "Edit."
Select "Edit" to begin adding content to your new form.
