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Categorizing Forms for Modernization
If you're modernizing a batch of forms rather than building one, work through them in order of complexity instead of tackling them randomly. This builds familiarity with the AEM environment on straightforward forms before you hit anything technically demanding.
- Phase 1 - Quick Wins: Start with straightforward, linear forms. These build confidence and comfort with the AEM environment.
- Phase 2 - Leveling Up: As you gain momentum, move on to more complex conversions, such as those involving tables or conditional logic.
Use the scoring guide below to sort each form into a level. The DoIT Web Services team is available to help whenever you hit a technical hurdle or acessibility question you can't resolve on your own.
Scoring Guide
Level 1: Green Light — Score 1-3
- Fields: text boxes, checkboxes, radio buttons
- Added features: static drop-downs, date pickers, file uploads
- Layout: single column, easy to read top-to-bottom
Level 2: Yellow Light — Score 4-6
- Logic: fields show or hide based on user answers
- Organization: uses panels to group fields
- Signatures: requires electronic signatures — see Do You Need a Signature? to confirm the signature is actually required before scoring it here
Level 3: Red Light — Score 7-10
- Tables: any grid-style data entry or "Add Row" functionality
- Math: needs to calculate totals or perform logic-based formulas
- Integrations: needs to pull data from other systems or databases
Send Straight to Level 3
If a form has any of the following, categorize it as Level 3 and consult Web Services before starting:
| Feature | Difficulty | Action |
|---|---|---|
|
Merged/nested table cells |
High |
Consult DoIT Office of Accessibility |
|
Automated math/calculations |
High |
Request mentorship/support |
|
Dynamic row addition |
High |
Request mentorship/support |
|
Prefilling data from other systems |
Extremely High |
Technical sync required |
Next Steps
Once you've sorted your forms, work through the Planning Your Form questions for each one, starting with your Level 1 forms.