Your achievements

Level 1

0% to

Level 2

Tip /
Sign in

Sign in to Community

to gain points, level up, and earn exciting badges like the new
BedrockMission!

Learn more

View all

Sign in to view all badges

SOLVED

Documentation for Form action types

trench999
Level 4
Level 4

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?

1 Accepted Solution
mandeepg6805152
Correct answer by
Employee
Employee
12 Replies
mandeepg6805152
Correct answer by
Employee
Employee
trench999
Level 4
Level 4

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.

mandeepg6805152
Employee
Employee

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.

trench999
Level 4
Level 4

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.

mandeepg6805152
Employee
Employee

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 ?

trench999
Level 4
Level 4

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?

mandeepg6805152
Employee
Employee

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

trench999
Level 4
Level 4

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?

sonals38664149
Level 2
Level 2

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... 

TundraSteve
Level 8
Level 8

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

sonals38664149
Level 2
Level 2

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.

sonals38664149
Level 2
Level 2

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.