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0experience
Level 3
October 23, 2023
Solved

Customizing AEM Form Submissions for PDF/XML Formats

  • October 23, 2023
  • 1 reply
  • 1417 views

Hello Community Members,

 

I'm currently exploring the AEM form designer, and I find myself in need of some friendly advice.

 

Specifically, I'm curious about how to tailor the content of PDF or XML submissions when using the Submit or Email buttons. Is there a way to selectively exclude or render certain fields blank in the document sent via email? If yes, how can I do this?

 

Your kind insights and wisdom on this matter would be immensely appreciated.

 

Thank you all for being such a supportive community!

 

Update: Instead of using the email button, I made a regular button, and trying the below code (but nothing is happening)

 

 

 

function customSubmit() { // Get the form object var form = xfa.resolveNode("form1"); // Get the values from the form fields within Subform_1 var field1Value = form.Subform_1.TextField1.rawValue; var field2Value = form.Subform_1.TextField2.rawValue; // Construct the email body var emailBody = "Field 1: " + field1Value + "\n" + "Field 2: " + field2Value; // Specify the email address and subject var emailTo = 'XYZ@example.com'; var emailSubject = 'Subject'; // Use the mailDoc method to send the email form.mailDoc({ bUI: true, cTo: emailTo, cSubject: emailSubject, cMsg: emailBody, cSubmitAs: "PDF" }); }

 

 

 

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Best answer by koolForms

0experience,

 

I see a few options:

1. When the form is completed and the user is ready to email the form you would need to include code that hides all other fields but the two you want to have visible. This would require having the form be totally dynamic with flowed subforms so that the two fields you want to have on the form will be at the top of one page not scattered across possible multiple pages.

 

2. Create a subform - either a page or regular subform that contains two fields that are just like the fields you want to have showing on the form when you email it. This subform would start as .access = "hidden"; when the form is first opened.

When the form is completed and the user is ready to email the form:

a. Include code to push the value of the two fields that were completed by the user to the two fields that are on the hidden subform. 

b. using the code: xfa.host.resetData("xfa.form."root node name"."page subform name".somExpression); remove all information from the fields that were completed by the user.

NOTE: "root node name" = the name of the root node which is the name at the very top of the Hierarchy. By default it is "form1" but some people change it.

"page subform name" = the name given to the first Page subform in the Hierarchy. By default this Page subform does not have a name. So it is a good idea to name it and use that name in this code.

c. Show the other subform with the two fields that now have values.

d. Email the form.

 

3. Your use case really calls for the use of AEM Forms. You would submit the form to a process or workflow, strip out the data, remove the data that is not required, then render the same form with the two fields of information. Then email the form to the appropriate email. However, you or your company or client would need to spend the money, time, etc. to get AEM Forms installed and working.

1 reply

radzmar
radzmar
Level 10
October 24, 2023

The correct syntax for calling the mailDoc() method from a script in Designer is as follows:

 

event.target.mailDoc({ bUI: true, cTo: emailTo, cSubject: emailSubject, cMsg: emailBody, cSubmitAs: "PDF" });
    0
    0experienceAuthor
    Level 3
    October 25, 2023

    Thanks @radzmar for your response.

     

    Now the code sends an email with a PDF attachment. The PDF contains all the fields from the form, but the email body only contains the two fields that I selected. However, I want the PDF to also only contain the two selected fields.

      K
      koolFormsAccepted solution
      Level 3
      October 26, 2023

      0experience,

       

      I see a few options:

      1. When the form is completed and the user is ready to email the form you would need to include code that hides all other fields but the two you want to have visible. This would require having the form be totally dynamic with flowed subforms so that the two fields you want to have on the form will be at the top of one page not scattered across possible multiple pages.

       

      2. Create a subform - either a page or regular subform that contains two fields that are just like the fields you want to have showing on the form when you email it. This subform would start as .access = "hidden"; when the form is first opened.

      When the form is completed and the user is ready to email the form:

      a. Include code to push the value of the two fields that were completed by the user to the two fields that are on the hidden subform. 

      b. using the code: xfa.host.resetData("xfa.form."root node name"."page subform name".somExpression); remove all information from the fields that were completed by the user.

      NOTE: "root node name" = the name of the root node which is the name at the very top of the Hierarchy. By default it is "form1" but some people change it.

      "page subform name" = the name given to the first Page subform in the Hierarchy. By default this Page subform does not have a name. So it is a good idea to name it and use that name in this code.

      c. Show the other subform with the two fields that now have values.

      d. Email the form.

       

      3. Your use case really calls for the use of AEM Forms. You would submit the form to a process or workflow, strip out the data, remove the data that is not required, then render the same form with the two fields of information. Then email the form to the appropriate email. However, you or your company or client would need to spend the money, time, etc. to get AEM Forms installed and working.

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