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.Screen Shot 2013-03-24 at 2.55.27 PM
    3. Create a new namespace or use an existing namespace. For creating a new namespace click on the New button highlighted below. Screen Shot 2013-03-24 at 2.56.54 PM
    4. Provide the required details in the dialog for the new namespace.Screen Shot 2013-03-24 at 2.58.01 PM
    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.Screen Shot 2013-03-24 at 3.15.24 PM
  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.Screen Shot 2013-03-24 at 3.25.07 PM
    5. Click the ‘+’ button to close the Tags widget.Screen Shot 2013-03-24 at 3.25.43 PM
  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.Screen Shot 2013-03-24 at 3.27.35 PM
    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.Screen Shot 2013-04-02 at 10.56.14 PM

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

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