AEM Form Features and Capabilities

This post will focus on AEM Form and its capabilities. AEM Form assists marketers in resolving many business issues and offers the best user experience.

The following are some of the business challenges:

Business Challenges

• Inability to offer programs or services to mobile users or clients who desire the same engaging e-commerce experience in their company transactions on their mobile devices.
• A lack of automation and optimization in the process of developing forms and documents, as well as in maintaining their accuracy and effectively distributing them to users
• Expenses incurred for the printing, distribution, delivery, and storage of paper-based forms and documentation
• Delays or errors caused by manual and/or paper-based methods for form processing (such as data re-entry).
• Use of front-line employees for tasks that are better suited to digital self-service, which results in inefficiency.
• Compliance monitoring for customer interactions and forms
• Challenges in accurately assessing form usage and processing KPIs, as well as in taking action to enhance these areas.

What is AEM Form?

Currently, Adobe Experience Manager (AEM) has five modules:  Site, Assets, Forms, Mobile, and Communities. Here, we’ll go through a number of the features of AEM Form that assist marketers in enhancing the user experience and resolving a variety of business issues.

AEM Form provides a user-friendly interface for creating, managing, publishing, and updating complex digital forms. It can also be integrated with back-end processes, business rules, and data to enable these capabilities. AEM Form is a modern experience management solution that simplifies digital form journeys by digitizing paper-based procedures to create omnichannel, tailored experiences at scale.

AEM Form possesses the following functional features:

• Correspondence Management
• Document Security
• Interactive communication
• Adaptive Forms
• Automated Form Conversion
• AEM Form workspace
• Form Centric workflow
• Form Designer
• Transaction Report
• Process Reporting

Let us discuss briefly each features.

Correspondence Management

AEM Form Correspondence Management lets marketers create, manage, and automate, secure, personalized correspondence to clients. A letter instance is saved in the AEM repository whenever a business user or an agent saves a correspondence as a draft or submits it.

This instance of the letter contains metadata and correspondence information. It offers a simple user interface for creating correspondence using pre-approved content blocks and media assets for business users.

Document Security

The security provided by AEM Form documents, guarantees that only authorized people will be able to access and utilize your documents. Through the use of document security, it is possible to safely transmit information in a format that is supported, such as Adobe Portable Document Format (PDF), Microsoft Word, or PowerPoint.

Policies with confidential setting options can be used to safeguard the document. You can also decide whether recipients can print or copy content, change text, or sign or comment on it.

Interactive Communication

The creation, assembly, and delivery of secure, personalized, and interactive correspondence, such as business correspondence, documents, statements, benefit notices, marketing mailers, bills, and welcome kits, are managed and centralized by interactive communication, which also ensures that the correspondence is interactive.

Adaptive Form

You may develop responsive, dynamic, and adaptable forms using Adaptive forms. Schemas and data can also be integrated with an adaptive form.

Automated Forms Conversion

Through the Automatic Conversion of PDF forms to adaptable forms, automated form conversion services help speed the digitization and modernization of the data capture experience. Your PDF forms will be automatically converted into device-friendly, responsive, and HTML5-based adaptive forms when you use this service, which is powered by Adobe Sensei.

 AEM Form workspace

In addition to PDF Forms, the AEM Form workspace also allows HTML Forms to be rendered.

Form Centric workflow on OSGi

Adaptive form-based workflow, which may be used for review and approvals, business process flows, to launch document services, and many other things, can be built using AEM workflow.

Form Designer

Using AEM Form designer, you can design intelligent form using GUI, script and connecting with data using schema.

Transaction Report

Transaction reports enable you to keep track of all AEM Form transactions that have occurred since a particular date. For example, the submission of an adaptable form, the creation of a print or web version, the conversion of file formats, etc.

Process Reporting

This is a browser-based tool that may be used to create reports on AEM Form processes and tasks, as well as view such reports.

About Integration

• Data source:
  • Relational data (Oracle RDBMS, IBM DB2, MySQL, Microsoft SQL server, Sybase)
  • AEM user profile
  • RESTful web services
  • SOAP-based web services
  • OData services

• Authentication :
  • OAuth2.0
  • Basic Authentication
  • API key authentication

AEM Form Integration with Adobe Sign : A credit card application is a typical use case in which a person fills out an application form or web form to apply for a service. Now users have the ability to sign and submit applications using Adobe Sign. After submission, the service provider will open the application and sign it to indicate that it is approved. To utilize this feature, AEM form must be integrated with Adobe Sign.

AEM Form integration with Adobe Analytics: It’s crucial for businesses to track AEM Form performance since it gives them insight into end-user behavior. The integration of AEM Form and Adobe Analytics enables businesses to record user interaction and behavior.

AEM Form with Adobe Target: A/B testing is crucial to determine the form’s optimal real-time performance. We may use the Adobe Target and AEM Form integration to learn more about the form’s real-time performance.

Disclaimer:

The views and opinions expressed on this blog are solely those of the author and do not necessarily reflect the official policy or position of any other agency, organization, employer or company. Any content provided on this blog is for informational purposes only and should not be construed as legal, financial, tax, or other professional advice. The author will not be held liable for any errors or omissions in the information provided or any losses, injuries, or damages arising from its use. Visitors should always seek the advice of a qualified professional before making any decisions based on the information on this blog. If you believe any corrections are necessary, please contact me.

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