Documentation for Form action types

Avatar

Avatar

trench999

Avatar

trench999

trench999

15-10-2015

We are looking more closely at form action types and we're finding little to no documentation on these.  For example, we want to quickly create a Campaign newsletter subscription form without coding.  This should be action type = Create Lead.  The action attributes requires a manual id be entered I assume.  This should be populated by a list of lead lists at minimum.  No documentation exists to tell us how to setup the fields in the form.  If there is docs, can someone point us to them.  If not, can we get a config for Create Lists actions on this?

Accepted Solutions (1)

Accepted Solutions (1)

Answers (11)

Answers (11)

Avatar

Avatar

sonals38664149

Avatar

sonals38664149

sonals38664149

21-12-2016

Thanks for the prompt reply Steve, but does it requires valid XDP as a data model mandatorily applied to the adaptive form to use Email PDF /Store PDF submit action?

Also, how we can validate a XDP? Does a valid XDP shows the XDP fields available with the binding reference in the content finder to drag and drop those fields in the adaptive forms.

Avatar

Avatar

sonals38664149

Avatar

sonals38664149

sonals38664149

21-12-2016

Thanks for the reply Steve, but using this email PDF submit action is possible only with a valid XDP applied as a data model to the adaptive form?

Please correct me if I am wrong.

Avatar

Avatar

TundraSteve

Avatar

TundraSteve

TundraSteve

21-12-2016

https://helpx.adobe.com/aem-forms/6-2/form-submission-receipt-via-email.html#main-pars_header_2

Following the documentation:

1)  Use the email PDF submit action

2) Use the ${<field name>} notation to specify form fields for items such as email address to send to

Avatar

Avatar

sonals38664149

Avatar

sonals38664149

sonals38664149

21-12-2016

Can somebody please elaborate on ::"Configuring the Email PDF action submit action"? I have a requirement to generate a PDF containing the filled form values in it and emailing that PDF.

The below mentioned link doesn't provide the sufficient configuration information:

https://helpx.adobe.com/aem-forms/6/configuring-submit-actions.html#ConfiguringtheEmailPDFactionsubm... 

Avatar

Avatar

trench999

Avatar

trench999

trench999

15-10-2015

No.  I am aware of how to setup form fields.  I simply need to know what field names I need to use for creating a lead?  No one knows?  There is no documentation for this action type.  That is this issues.  Can all OOTB action type be documented please?

Avatar

Avatar

mandeepg6805152

Employee

Avatar

mandeepg6805152

Employee

mandeepg6805152
Employee

15-10-2015

Did the text below in the email submit action not help you. Also please have a look at https://helpx.adobe.com/aem-forms/6/introduction-forms-authoring.html  if you want some context of fields/components.

 

Using adaptive form field names to dynamically create email content

The field names in an adaptive form are called placeholders that are replaced with the value of that field after a user submits the form.

In the Email action tab, you can use placeholders that are processed when the action is performed. It implies that the headers of the email (such as Mailto, CC, BCC, subject) are generated when the user submits the form.

 

Note:

You can find the name of a field in the Edit dialog for the field.

 

Variable placeholders can also be used in the Subject and Email template fields.

For example:

Hi ${first_name} ${last_name},

Your form has been received by our department. It usually takes ten business days to process the request.

Regards

Administrator

Avatar

Avatar

trench999

Avatar

trench999

trench999

15-10-2015

I"m assuming Create Lead allows a publisher to quickly add a form to add a lead to a list.  So, this requires form field setup.  What fields and what property names, etc.  There is no guide for this.  Assume this is s marketing person creating a form.  How do they setup the form to work properly?

Avatar

Avatar

mandeepg6805152

Employee

Avatar

mandeepg6805152

Employee

mandeepg6805152
Employee

15-10-2015

I have a couple of things to ask - 

Did you go and read the links provided in the configuring submit actions article which have details about what each submit action does 

https://helpx.adobe.com/aem-forms/6/submit-store-data-crx-repository.html  ---> Store content and PDF related actions 

https://helpx.adobe.com/aem-forms/6/form-submission-receipt-via-email.html ---> email submit action

https://helpx.adobe.com/aem-forms/6/submit-form-data-livecycle-process.html ---> Submit to LC workflow

https://helpx.adobe.com/aem-forms/6/aem-workflows-submit-process-form.html --> Submit to AEM workflow 

 

I am not sure that what is it that you are specifically asking for?

Do you quickly want a method to extract out emailId from the submission payload ?

Avatar

Avatar

trench999

Avatar

trench999

trench999

15-10-2015

Let's start with Create Lead.  We are trying to create subscriptions form for the email newsletters we run in CQ.  If there is as better way then we can start with that.

Avatar

Avatar

mandeepg6805152

Employee

Avatar

mandeepg6805152

Employee

mandeepg6805152
Employee

15-10-2015

If https://helpx.adobe.com/aem-forms/6/configuring-submit-actions.html  is not enough, we are happy to answer your queries. Also if you want some specifics w.r.t  to any/all submit actions,  we can go ahead documenting the same.

Avatar

Avatar

trench999

Avatar

trench999

trench999

15-10-2015

No, that is not what I meant. There are a bunch of OOTB actions with no documentation. Building custom actions is reasonably documented as you point out.