Form Management Admin Guide

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1 Form Management Admin Guide Getting around the navigation Model Management (Admin/Technical). Create, edit and manage the basic template of content models. 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 Management The 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 Profiles Take 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 Content Model Aspect (Collection of Form Field) Property (Form Field) Property (Form Field) Property (Form Field) Metadata Profile Metadata Profile Aspect (Collection of Form Fields) Aspect (Collection of Form Fields) Aspect (Collection of Form Fields)

2 Dropdown Menu (With a profile) Dropdown Menu Option Metadata Profile Option Metadata Profile Option Metadata 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 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, or click on the plus box located directly after your last model in the list. A dialog window will pop up and look something like this:

3 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 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. Give the aspect a name Select from prefixes made available to your model 2. Click Create

4 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 A list of available aspects 2. Form Builder tool 3. Save button NOTE: If you are following from Model Management you can see your aspect is now available here.

5 Form builder tool 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 Metadata Profiles: Field Options When you click on a field in the form. The builder will switch to the second tab Field 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 a play around to see what you need. 3. Alfresco Properties (Technical) The alfresco properties allows us to define the property type and 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.

6 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 A list of available dropdown menus 2. List management tool 3. Real time dropdown menu example 4. Create a new dropdown list List Management Tool 1 A Label Used to display to the user 2. Value used to store when user selects that choice 3. Remove list item 4. Add new list item A. 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.

7 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 user s selection List of available dropdown menus 2. Options available for the chosen dropdown list 3. Create a new list (takes you to dropdown management) Creating a Profile To create a profile, we don t 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 options 2. Click on a option to open up the following dialog Form Title Form Description Assigned Aspects to Profile Aspects available to add to profile

8 Putting it all together (Dynamic Forms) 1. From the previous guides create an aspect with a dropdown menu and give the field a name (If you 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 user s selection in your dynamic dropdown). I m 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 window 4. Create a dropdown list (see Dropdown Management on how to do this, I m going to again use the example from that section) 5. Right click the file link and copy the URL 6. Go to the Metadata Profiles page 7. Attach a metadata profile to each one of your list options

9 8. Go back to your form builder screen and locate the options menu 9. Paste the URL from your dropdown menu into this box 10. Click Save 11. Select an option in your dropdown and you should see your aspects for that profile show up.

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