Agencies
Services
Pertinent Information to Send PDF via Email
- Create a Document of Record (DoR)
- Create a PDF form in Designer (formerly LiveCycle) and use it as the DoR.
- Save the form built in Designer as an Adobe XML Form file type (*.xdp).
- Upload the XDP file to the agency folder within the forms section of AEM
- Configure the Form Model tab in the properties of the adaptive form
- Select From: Form Templates
- Locate and click on the template (XDP file) uploaded as the DoR
- Bind components in the adaptive form to the corresponding field in the XDP file.
- When you edit the form, you will now see a new icon in the sidebar on the left that looks like a piece of paper and the database symbol. Clicking this opens the Data Sources information, which shows a tree layout of all the elements of the form that were placed in Designer. You can click on an element and drag it to the right to add it on the form. Doing this puts a blue dot next to the item.
- All of the field settings from Designer will carry over to AEM, making this a quick way to place fields on a form. Adding fields this way tells AEM to bind that particular field in the adaptive form to the corresponding field in the XDP.
- If you have already built the form and do not want to re-place every field, you can bind the fields using the following steps.
- Click on the field in Edit mode and open the Configure pane by clicking the wrench icon.
- Scroll down to the Bind Reference field and click the Browse icon (the folder with a magnifying glass).
- This will open a pane similar to the Data Sources information. Browse through the tree to find the corresponding field, click on it, and confirm the changes.
- Checking the Bind Reference field again will show the corresponding reference on the XDP.