Tags in Forms Manager

One of the features provided by Forms Manager is a support to add CQ tags to Forms as a meta data. This blog post showcases how we can add CQ tags to the Form and use them to search Forms.

 CQ Tags

Tags are a quick and easy method of classifying content (forms in case of Forms Manager). In technical terms, a tag is a piece of metadata assigned to a content node within CQ. You can also think of them as keywords or labels that you attach to a node (form in case of Forms Manager) to help you find it again.

Some of the advantages of using CQ Tags with Forms Manager include

• Tagging provides an easy straightforward way to organize forms without too much thought.
• You can never have too many tags. Though if you have a lot, you can create namespaces to sort and organize your tags. With namespaces you can create categories of tags to make sure that tags that belong together are grouped together.
• Tags are powerful organizers. With the ability to create tags and sub-tags it becomes possible to organize the forms in a logical structure.
• Tags improve the form search experience. You can search for forms based on the tags added to them. Support for hierarchical tagging helps provide more appropriate search results.
• Organization of forms on the existing portal through search API which supports tags.

Scenario

Assume you want to show a list of forms on your Portal, but in case you have a large number of forms you would want to bifurcate them based on categories and sub-categories. For example in case of a Taxation Department of a State some categories may be:

• Income Tax Forms
  • Individual Tax Forms
  • Business / Enterprise Tax Forms
  • Non-Profit Organization Tax Forms
• Sales Tax Forms
  • Sales Tax Registration Forms
  • Sales Tax Exemption Forms
  • Sales Tax Refund Forms
  • Annual Filer Forms
  • Quarterly Filer Forms

Each category may then have multiple sub-categories and forms. In such a scenario you might like to maintain all the forms in a common repository where they can refer to common form fragments, but require an ability to identify a smaller set of forms that are relevant to the task at hand.

 Steps to use Tags with Forms Manager

1. Create the tags in the CQ repository:
   1. Access the URL: http://<server>:<port>/lc and login with CQ admin credentials (admin/admin).
   2. Click on the ‘Tagging’ icon to create/update the tags.
   3. Create a new namespace or use an existing namespace. For creating a new namespace click on the New button highlighted below.
   4. Provide the required details in the dialog for the new namespace.
   5. Access the new namespace by selecting it from the tree structure on the left.
   6. For creating a tag click on the New button and provide the required information.
   7. For creating a sub-category select a tag from the tree structure on the left and add a new tag.
   8. Create all the tags in the required structure following the above steps.
2. Add the tags to the forms in CQ repository:
   1. Access Forms Manager UI (url: http://<server>/<port>/lc/fm) and login with the credentials of a LiveCycle user with Forms Manager Administrator role (e.g. Super Administrator: administrator/password).
   2. Access the Form you want to add the tag information to.
   3. In the tags section – click the ‘+’ button to open the Tags widget, and access the tab for required namespace.
   4. Browse and select the required Tag to be added to the form.
   5. Click the ‘+’ button to close the Tags widget.
3. Search for forms with Tags: CQ Tags support hierarchal structure, i.e. if you have added a tag A/B/C and search for a tag A/B (it parent), the child will also be listed. In the above example if a user has added a tag ‘Individual Tax Forms’ to a form, it will be listed when searching for forms with tag ‘Income Tax Forms’.
   1. Open the advanced search by clicking the Advanced search pod in Forms Tab.
   2. Click the ‘+’ button to open the Tags widget, and access the tab for required namespace.
   3. Browse and select the required Tag to be searched for.
   4. Click the ‘+’ button to close the Tags widget.
   5. Select the check-box before the tag to include the tag in the search condition.
   6. Click ‘Search’ button to perform the search.

For more information on the exciting new features introduced in Adobe LiveCycle ES4  refer to the LiveCycle ES4 documentation link: What’s new in Adobe LiveCycle ES4 . For more information on Forms Manager Introduction to Forms Manager