Please follow Base template conventions when you design base template. Using base template enables you to change default properties of fields. You can apply such information to document of record using base template for auto generation of document of record. The master page can have information such as page header, page footer, and page number that you can apply to document of record. The master page from base template is used as a master page for document of record template.
For example, you want to add your company logo in the header, and copyright information in the footer of the document of record.
It allows you to customize default appearance of auto generated document of record. Base template of a document of recordīase template provides styling and appearance information to document of record. You can map repeatable panels to tables in document of record. The adaptive forms table components such as header, footer, and row map to corresponding XFA components. In classic UI, you get different tabs for editing field properties. The TextDraw and Image components, whether bound or unbound, always appear in the document of record for an XSD-based adaptive form, unless excluded using the document of record settings. Static components Adaptive form component Repeatable panel maps to repeatable subform. Only Available in document of record through attachments. Not available in document of record template. Included by default in document of record Template? The following sections describe how adaptive form elements appear in document of record. It merges with the document of record template to generate the document of record. See Document of Record Template Configuration.įorm data Information filled in by a user in the adaptive form. See Base template of a document of recordīase template of a document of record is also called meta-template of a document of record.ĭocument of record template XFA template (XDP file) generated from an adaptive form. Base template is used to specify styling and branding information for document of record template. To generate a document of record for adaptive forms, you need the following components:Īdaptive form Adaptive form for which you want to generate a document of record.īase template (recommended) XFA template (XDP file) created in AEM Designer. It ensures any change in form is immediately reflected in document of record.Ĭomponents to automatically generate a document of record.Styling appearances are optional, and if you do not specify styling, system styles are set as default. It lets you try different styling and appearance using different base templates and choose best style and appearance for Document of Record.It saves time for designing document of record template.It automatically hides fields which are marked exclude from document of record at the time of submission.When such customers generate a document of record, the age field is not visible to them in the document of record.Īutomatically generated document of record has the following advantages:
For example, you remove age field for customers who select United States of America as their country. When you automatically generate a document of record, everytime you change your form, its document of record is updated immediately. Automatically generated document of recordĪ document of record lets your customers keep a copy of submitted form for printing purpose. See Document of Record Template Configuration. When you select a form model, configure document of record using options available under Document of Record Template Configuration. The document of record is automatically generated for your adaptive form. Lets you create an adaptive form without a form model. Automatically generate document of record.Ensure that associated XFA template uses the same XML schema as your adaptive form Associate an XFA template for document of record.When you select an XML schema for your adaptive form, you can: Lets you select an XML schema definition for your adaptive form. When you select an XFA template, you can use the associated XDP file for document of record as described above. Lets you select an XFA template for your adaptive form. When you create an adaptive form, you can select a form model. Adaptive form types and their documents of record However, you can use the XDP used to create the adaptive form as document of record. Auto-generation of document of record is not supported for XFA-based adaptive forms.
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