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ayecona
ayecona
Level 5
July 1, 2019
Solved

AEM forms DOR question

  • July 1, 2019
  • 6 replies
  • 4154 views

So i been working with AEM Forms and created and adaptive form from the Basic Template. The form has a model from connecting to Dynamic CRM cloud service. I need to produce a DOR (or pdf document) that has been signed using either the Adobe Sign or the Scribble component. After it has been sign then the DOR needs to be sent to CRM system.

question are:

what is the best way to accomplish this?

Where is the DOR pdf document being saved ?

Thanks

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Best answer by workflowuser

In the workflow can use the invoke form data model step to write the signed pdf to the CRM.

You will need to do some reading on Form Data Model in AEM Forms

This example here shows you how to store the document in AEM DAM

Adobe Experience Manager Help | Using Form Data Model To Post Binary Data

6 replies

W
Adobe Employee
workflowuserAdobe Employee
Adobe Employee
July 1, 2019

you can use the adobe sign component to sign the documen. This generates the PDFs that can then be submitte to the workflow associated with your submit action of the form

One question- who is signing the form? Is it the same person who is filling the form?

    Mayank_Gandhi
    Adobe Employee
    Mayank_GandhiAdobe Employee
    Adobe Employee
    July 2, 2019

    When you use verify/Summary step the DOR is generated on run-time and resides in CRX only.

    workflowuser​  (Girish) has written a sample on generating DOR via API I think that can come handy here.

      Yvan_Econa
      Yvan_Econa
      July 2, 2019

      yes as of now it is the same person who is filling the form, I am just putting together a proof of concept and yes it could be very well more than one person. So if I understand you correctly it is on the workflow associated to the submit action where I can save it to the Dynamic CRM back end? do you have any examples online ?

      thanks

      ayecona
      ayeconaAuthor
      Level 5
      July 2, 2019

      last message was mine i am not sure why a number 18216002 appeared. thanks

      W
      Adobe Employee
      workflowuserAdobe EmployeeAccepted solution
      Adobe Employee
      July 2, 2019

      In the workflow can use the invoke form data model step to write the signed pdf to the CRM.

      You will need to do some reading on Form Data Model in AEM Forms

      This example here shows you how to store the document in AEM DAM

      Adobe Experience Manager Help | Using Form Data Model To Post Binary Data

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