Tim Goodman - AEM Forms Presentation

PRINCIPLES AND PRACTICES
FOR AEM FORMS
Tim Goodman
ABOUT ME
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8 years experience with Adobe LiveCycle. I liked it so much, I started a
company!
ACI since 2008
Started using CQ5/AEM6 in 2011
Involved in a number of implementations in APAC
FORMS – WE NEED THEM
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Complex data capture
Legal Verification
Costly Verification process
High value transactions
The cost saving of moving from paper to web – around $1200 per submission!
FORMS - So where did we come from?
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Single Page Forms in HTML
Complex Bespoke Applications
Browser Plugins (Flash, PDF, InfoPath)
ADOBE FRAMEWORKS
Where we came from:
•  PDF Forms
•  Flash Guides (versions 1 & 2)
•  Mobile Forms
Now AEM Forms – ability for HTML5 responsive forms, and any of the previous
options
DEMO TIME
GOALS
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Reusable
Available on all Platforms (old and new)
Accessible
Business Editable and Agile
Secure
So lets solve these problems with AEM Forms
ABOUT AEM FORMS
•  Released May 2014
•  SP1 Now released
•  Responsive Forms are new to the market
•  Require HTML5. IE8 is NOT Supported
As of 2014, little reference sites exist.
Much interest, but adopters are at early stages – which mean MVP
REUSABLE
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Frameworks (Panel driven or page driven)
StyleSheets (LESS)
Data Sets – i.e. Name, Address
Common Integration points e.g. Address lookups
Fragments can help – but a word of warning… Overuse of fragmenting leads
to pain.
REUSABLE for consumers too!
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Prefill my details (from Browser or Registration)
Save as draft
Manage My submissions
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Save Offline and Fill + Print are options
PLATFORM AVAILABILITY
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XP is not yet Dead. (We all wish it was). Locked at IE8
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Mobile is expected.
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The same XDP can be rendered for PDF, HTML and used as the base for
Adaptive
ACCESSIBILITY
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Like it or not – it is pretty much mandatory.
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For many – Accessibility means HTML
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Extremely Subjective. According to Australian Law, you need to “Try”.
SECURITY
How can we be sure you are who you say you are?
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Wet Signature, Electronic Signature or neither?
BUSINESS EDITABLE
(AKA “Utopia”)
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Kids, don’t try this at home
Scriptable and Business Editable don’t mix. Consider the use of Workflows.
Speeding up the process is a 90% improvement on bespoke builds. Point of
reference – 2 years to 6 weeks.
PERFORMANCE
If your form is a simple, high volume form, then consider the need for a
framework….
For most Forms Framework solutions, then consider the MVP.
LETS GET STARTED!
Best Practice:
1 – Start with a Schema
2 – Build an XDP, using LiveCycle Designer
3 – Create your Adaptive form from the XDP
Why do I want an XDP? Isn’t that old technology?
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Do you want a Print version of the form?
Do you want an IE8 version of the form?
Do you want a better development environment?
Do you want these to be automatically synced?
Even if your XDP is simple for now (as skeleton), at least you have these
options in the future.
LIVECYCLE DESIGNER
The highlights:
•  Structured Layout – recommend Flowed Layouts
•  Script editor based on events
•  Databound fields to an XSD
•  Renders natively to PDF or HTML (Mobile) forms
DEMO
CREATING ADAPTIVE FORMS
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We can now use our XDP as the base for an Adaptive Form
TIP – be sure to use the GuideLayout “Responsive”. You can drag each Form
section on, and then set the layout back to “Tabbed”
DEMO
EXTRAS
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Forms Portal – we can test our PDF or Mobile HTML Forms
Add a Thank you page to our Submission
Pre-populate data from any source
Save a draft or review a submission
Integrate a scribble or Echo Sign Signature
Integrate with the Process Server for workflow
So, lets revisit our MVP
•  Even if you don’t support older browsers, or have a print version, consider
LC Designer to create and design your forms
•  Don’t go fragment “crazy”
•  Keep form logic simple. Don’t merge 20+ forms in the first go
•  Are you expecting millions of submissions day 1, or do you just need the
ability to ramp up
•  Can you use a simple back end approval process e.g. e-mail (Process
server is not that hard to hook up).
QUESTIONS
@tgoodmannz
timgoodmanbiztech
THANK YOU!
THANK YOU!

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