form management admin guide

8/2/2019 Form Management Admin Guide

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Form Management Admin Guide

Getting around the navigation

Model Management (Admin/Technical). Create, edit and manage the basic template of contentmodels.

Form Builder - Lets you create properties in a form view for each of your aspects, giving you the

flexibility of choosing positioning, validation, constraints and much more.

Dropdown ManagementThe dropdown manager can be used to create dropdown, checkbox and

radio button lists used in your form by utilising the populate from a script option.

Metadata ProfilesTake your dropdown list to the next level by assigning a profile to each choice in the

dropdown list. When a user selects an option in the dropdown list, the form can display a different set of

aspects (see profiles for more)

Diagrams

Model Diagram

Metadata Profile

Content Model

Aspect

(Collection of

Form Field)

Property

(Form Field)

Property

(Form Field)

Property

(Form Field)

Metadata Profile

Aspect (Collection of Form Fields)




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Dropdown Menu (With a profile)

User selects an option in a dropdown menu and sees a collection of different forms.

Model Management (Admin/Technical)

While the model management section is more technical it is nice to see and understand how everything

fits together. This screen will make deploying models much easier even for a developer. We utilise the

hot deployment method so there is no need to restart your server when changes are made to the

model, or the form.

User Interface

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1. A list of content models (In Data Dictionary/ Models)2. Click here to add a new model

Creating a new model

1. To create a new model simply click Create a new model in the top right corner of the page, orclick on the plus box located directly after your last model in the list.

A dialog window will pop up and look something like this:

Dropdown MenuOption

Option

Option

Metadata Profile

Metadata Profile

Metadata Profile


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2. Click save.

Adding Aspects to the model

Once you have created a model click on the model icon and it will expand to show the following screen:

1. Click Add Aspect in the top right corner of the model window.

2. Click Create

Enter in your model name

Prefix used for this model

Namespaces made available

to this model. The first one

will be automatically done for

you

Give the aspect a name

Select from prefixes made

available to your model


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Form Builder (Admin/Technical)

The form builder tools allow us to create a form in a visual way. All changes are made in real time so you

can see what you have made before saving any changes. Try clicking and dragging fields around to

change the order and play around with your own validation.

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1. A list of available aspects2. Form Builder tool3. Save button

NOTE: If you are following from Model Management you can see your aspect is now available here.


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Form builder tool

Metadata Profiles:

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1.

Field Options When you click on a field in the form. The builder will switch to the second tabField Options. This allows us to change validation, properties and labeling for this field. When

the field label is changed the form builder will change the form automatically so you can see

your changes in real time.

2. Validation There are a number of different validation options you can apply to a field. Have aplay around to see what you need.

3. Alfresco Properties (Technical) The alfresco properties allows us to define the property typeand the property name used in the model. Again the prefixes displayed for imports and

namespaces are pulled in from what was made available to the model.

Form Title (Form Will change as you type)

Form Description (Form Will change as you type)

Form Style Allows us to pick the style of the form

(e.g. left align labels, top/bottom, right align labels.)

A list of available form properties (Fields):

Try clicking on a field and it will appear on your form


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Dropdown Management

This screen allows us to manage lists used to populate a dropdown menu, checkbox list, or radio button

list. By using the link to the file we can drop the list into the form builder for use in a field. By using the

tools we can see real time changes shown in the yellow box.

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1. A list of available dropdown menus2. List management tool3. Real time dropdown menu example4. Create a new dropdown list

List Management Tool

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1. Label Used to display to the user2. Value used to store when user selects that choice3. Remove list item4. Add new list itemA. Link to the file so it can be used as a service. Right click and click Copy link location NOTE: You can drag and drop the items to prioritize display order.


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Metadata Profiles

A metadata profile is a collection of aspects tied to choices in a dropdown list. In a practical world we

could use this to display different forms depending on the users selection.

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1. List of available dropdown menus2. Options available for the chosen dropdown list3. Create a new list (takes you to dropdown management)

Creating a Profile

To create a profile, we dont actually create anything. We merely add extra data to the dropdown

values. The profile data allows us to have a new Global form title, description and a list of aspects to

display for that profile.

1. Open a dropdown list from the menu on the left to display its options2. Click on a option to open up the following dialog

Form Title

Form Description

Assigned Aspects to Profile

Aspects available to add to profile


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Putting it all together (Dynamic Forms)

1. From the previous guides create an aspect with a dropdown menu and give the field a name (Ifyou are not going from the above examples, create two aspects and make a form for each.

These will be the forms shown based on the users selection in your dynamic dropdown). Im

going to use the My Aspect example.

2. Select the options tab to reveal the tools to add options to the dropdown menu.3. Open the dropdown management tab in a new window4. Create a dropdown list (see Dropdown Management on how to do this, Im going to again use

the example from that section)

5. Right click the file link and copy the URL6. Go to the Metadata Profiles page7. Attach a metadata profile to each one of your list options


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8. Go back to your form builder screen and locate the options menu

9. Paste the URL from your dropdown menu into this box10.Click Save

11.Select an option in your dropdown and you should see your aspects for that profile show up.


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form management admin guide

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