The "Using Forms in Share" session follows on from the "Forms Service Deep Dive" session. We will discuss each area of Share that uses Forms and demonstrate how each of those areas (Metadata, Datalists, Workflow & Advanced Search) can be configured and customized. The session will also show how to integrate forms in your own custom applications and/or pages.

1. Alfresco Forms Part 1: Forms in Share 1 Gavin Cornwell Services Team Lead, Alfresco twitter: @gcornwell

3. Configuration

5. Where Forms Are Used 4 Advanced Search

6. Where Forms Are Used 5 Workflow

7. Where Forms Are Used 6 Datalists

8. Configuration 7 <config> <forms> <default-controls> ... </default-controls> <constraint-handlers> ... </constraint-handlers> <dependencies> ... </dependencies> </forms> </config> Global Defaults – form-config.xml

9. Configuration 8 <default-controls> <type name="text" template="/org.../textfield.ftl" /> <type name=”datetime" template="/org.../date.ftl”> <control-param name="showTime"> true </control-param> </type> ... </default-controls> Default Controls

10. Configuration 9 <constraint-handlers> <constraint type="MANDATORY" validation-handler="...mandatory" event="keyup" /> <constraint type="NUMBER" validation-handler=”...number" event="keyup" /> ... </constraint-handlers> Default Constraint Handlers

11. Configuration 10 <dependencies> <csssrc=” /accordion/accordion.css" /> <jssrc=“/accordion/accordion-min.js" /> ... </dependencies> Dependencies

12. Configuration 11 <config evaluator=“” condition=“”> <forms> <form [id=“”]> <field-visibility> ... </field-visibility> <edit|create|view-form template=“” /> <appearance> ... </appearance> </form> </forms> </config> Form – share-form-config.xml

13. Configuration 12 Creating nodes <config evaluator="model-type" condition="cm:content"> Editing nodes <config evaluator="node-type" condition="cm:content"> Starting workflow <config evaluator="string-compare" condition="jbpm$wf:adhoc"> Editing tasks <config evaluator="task-type" condition="wf:adhocTask"> Evaluators

14. Configuration 13 <show id="cm:name" /> <hide id=“cm:author” /> <show id="cm:created" for-mode="view" /> Visibility

15. Configuration 14 <field id="cm:title” label=“” label-id=“” description=“” description-id=“” help=“” help-id=“” set=“” read-only=“” mandatory=“”> <control template="/.../textfield.ftl”> <control-param ... /> </control> <constraint-handlers> <constraint ... /> </constraint-handlers> </field> Field Appearance

16. Configuration 15 <set id=“info” label=“” label-id=“” template=“” parent=“” appearance=“|fieldset|panel|bordered-panel|title|whitespace” /> Set Appearance

17. Demos 16 Metadata Advanced Search Workflow Datalists

18. Q & A 17

19. Learn More 18 Alfresco Forms Part 2: Deep Dive (tomorrow) wiki.alfresco.com/wiki/Forms blogs.alfresco.com/wp/gavinc/

20. Appendix – Demo Config - cm:content 19 <config evaluator="node-type" condition="cm:content"> <forms> <form> <field-visibility> <hide id="cm:author" /> </field-visibility> <edit-form template="/devcon/2-column-edit-form.ftl" /> <appearance> <set id="dublin-core" label-id="set.label.dublincore” appearance="panel" /> <field id="cm:publisher" set="dublin-core" /> <field id="cm:contributor" set="dublin-core" /> <field id="cm:type" set="dublin-core" /> <field id="cm:identifier" set="dublin-core" /> <field id="cm:dcsource" set="dublin-core" /> <field id="cm:coverage" set="dublin-core" /> <field id="cm:rights" set="dublin-core" /> <field id="cm:subject" set="dublin-core" /> </appearance> </form> </forms> </config>

21. Appendix – Demo Config - Model 20 <type name="devcon:session"> <title>Devcon Session</title> <parent>cm:content</parent> <properties> <property name="devcon:code"> <title>Code</title> <description>Unique code for the session</description> <type>d:text</type> <mandatory>true</mandatory> </property> <property name="devcon:duration"> <title>Duration</title> <description>Session duration in minutes</description> <type>d:int</type> <mandatory>true</mandatory> </property> <property name="devcon:when"> <title>When</title> <description>The date and time of the session</description> <type>d:datetime</type> </property> <property name="devcon:rating"> <title>Rating</title> <description>The feedback rating of the session</description> <type>d:int</type> </property> <property name="devcon:level"> <title>Level</title> <description>Difficulty level of the session</description> <type>d:text</type> <mandatory>true</mandatory> <constraints> <constraint ref="devcon:level" /> </constraints> </property> <property name="devcon:abstract"> <title>Abstract</title> <description>Short abstract describing the session</description> <type>d:text</type> </property> </properties> <associations> <association name="devcon:presenter"> <title>Presenter</title> <source> <mandatory>false</mandatory> <many>true</many> </source> <target> <class>cm:person</class> <mandatory>true</mandatory> <many>false</many> </target> </association> <association name="devcon:prerequisites"> <title>Prerequisites</title> <source> <mandatory>false</mandatory> <many>true</many> </source> <target> <class>devcon:session</class> <mandatory>false</mandatory> <many>true</many> </target> </association> </associations> <mandatory-aspects> <aspect>devcon:approvable</aspect> </mandatory-aspects> </type>

22. Appendix – Demo Config – Custom Type 21 <config evaluator="node-type" condition="devcon:session"> <forms> <form> <field-visibility> <show id="devcon:code" /> <show id="cm:name" /> <show id="devcon:abstract" /> <show id="devcon:presenter" /> <show id="devcon:when" /> <show id="devcon:duration" /> <show id="devcon:level" /> <show id="devcon:prerequisites" /> <show id="devcon:approved" /> <show id="devcon:rating" /> </field-visibility> <appearance> <field id="devcon:abstract"> <control template="/org/alfresco/components/form/controls/richtext.ftl" /> </field> <field id="devcon:prerequisites"> <control> <control-param name="startLocation">{doclib}</control-param> </control> </field> </appearance> </form> <form id="doclib-simple-metadata"> <field-visibility> <show id="devcon:code" /> <show id="cm:name" /> <show id="devcon:abstract" /> <show id="devcon:when" /> </field-visibility> <edit-form template="../documentlibrary/forms/doclib-simple-metadata.ftl" /> </form> </forms> </config>

23. Appendix – Demo Config - Search 22 <config evaluator="model-type" condition="cm:content"> <forms> <form id="search"> <field-visibility> <hide id=“mimetype” /> <show id="cm:creator" /> </field-visibility> <appearance> <field id="cm:creator"> <control> <control-param name="forceEditable">true</control-param> </control> </field> </appearance> </form> </forms> </config>

24. Appendix – Demo Config – Search cont… 23 <config evaluator="string-compare" condition="AdvancedSearch"> <advanced-search> <forms> <form labelId="search.form.label.devcon" descriptionId="search.form.desc.devcon">devcon:session</form> </forms> </advanced-search> </config> <config evaluator="model-type" condition="devcon:session"> <forms> <form id="search"> <field-visibility> <show id="cm:name" /> <show id="devcon:code" /> <show id="devcon:when" /> <show id="devcon:duration" /> <show id="devcon:level" /> </field-visibility> <appearance> <field id="devcon:when"> <control template="/org/alfresco/components/form/controls/daterange.ftl" /> </field> <field id="devcon:duration"> <control template="/org/alfresco/components/form/controls/numberrange.ftl" /> </field> <field id="devcon:level"> <control template="/org/alfresco/components/form/controls/selectmany.ftl" /> </field> </appearance> </form> </forms> </config>

25. Appendix – Demo Config – Model 24 <types> <type name="dw:submitDevconReviewTask"> <parent>wf:submitReviewTask</parent> <properties> <property name="dw:venue"> <type>d:text</type> <default>Both</default> <constraints> <constraint type="LIST"> <parameter name="allowedValues"> <list> <value>Both</value> <value>Paris</value> <value>New York</value> </list> </parameter> </constraint> </constraints> </property> </properties> </type> </types>

26. Appendix – Demo Config – Start Workflow 25 <config evaluator="string-compare" condition="jbpm$dw:devconapproval"> <forms> <form> <field-visibility> <show id="bpm:workflowDescription" /> <show id="bpm:workflowDueDate" /> <show id="bpm:workflowPriority" /> <show id="dw:venue" /> <show id="bpm:assignee" /> <show id="packageItems" /> </field-visibility> <appearance> <set id="" appearance="title" label-id="workflow.set.general" /> <set id="info" appearance="" template="/org/alfresco/components/form/2-column-set.ftl" /> <set id="assignee" appearance="title" label-id="workflow.set.assignee" /> <set id="items" appearance="title" label-id="workflow.set.items" /> <field id="bpm:workflowDescription" label-id="workflow.field.message"> <control template="/org/alfresco/components/form/controls/textarea.ftl"> <control-param name="style">width: 95%</control-param> </control> </field> <field id="dw:venue" set="info" /> <field id="bpm:workflowDueDate" label-id="workflow.field.due" set="info" /> <field id="bpm:workflowPriority" label-id="workflow.field.priority" set="info"> <control template="/org/alfresco/components/form/controls/workflow/priority.ftl" /> </field> <field id="bpm:assignee" label-id="workflow.field.reviewer" set="assignee" /> <field id="packageItems" set="items" /> </appearance> </form> </forms> </config>

27. Appendix – Demo Config – Workflow 26 <config evaluator="task-type" condition="dw:submitDevconReviewTask"> <forms> <form id="workflow-details"> <field-visibility> <show id="dw:venue" /> <show id="packageItems" /> </field-visibility> <appearance> <set id="" appearance="title" label-id="workflow.set.workflow.more_info" /> <set id="items" appearance="title" label-id="workflow.set.items" /> <field id="packageItems" set="items" /> </appearance> </form> <form> <field-visibility> <show id="message" /> <show id="taskOwner" /> <show id="bpm:workflowPriority" /> <show id="bpm:workflowDueDate" /> <show id="bpm:taskId" /> <show id="dw:venue" /> <show id="bpm:status" /> <show id="packageItems" /> </field-visibility> <appearance> <set id="" appearance="title" label-id="workflow.set.task.info" /> <set id="info" appearance="" template="/org/alfresco/components/form/3-column-set.ftl" /> <set id="progress" appearance="title" label-id="workflow.set.task.progress" /> <set id="items" appearance="title" label-id="workflow.set.items" /> <field id="message"> <control template="/org/alfresco/components/form/controls/info.ftl" /> </field> <field id="taskOwner" set="info" /> <field id="dw:venue" set="info" /> <field id="bpm:taskId" set="info"> <control template="/org/alfresco/components/form/controls/info.ftl" /> </field> <field id="bpm:workflowPriority" label-id="workflow.field.priority" set="info" read-only="true"> <control template="/org/alfresco/components/form/controls/workflow/priority.ftl" /> </field> <field id="bpm:workflowDueDate" set="info" label-id="workflow.field.due"> <control template="/org/alfresco/components/form/controls/info.ftl" /> </field> <field id="bpm:status" set="progress" /> <field id="packageItems" set="items" /> </appearance> </form> </forms> </config>

28. Appendix – Demo Config – Datalist - Model 27 <type name="devcon:sessionFeedbackList"> <title>Devcon Session Feedback</title> <description>A list of feedback from attendees on the quality of the sessions.</description> <parent>dl:dataListItem</parent> <properties> <property name="devcon:attendeeFirstName"> <title>Attendee First Name</title> <type>d:text</type> <mandatory>true</mandatory> </property> <property name="devcon:attendeeLastName"> <title>Attendee Last Name</title> <type>d:text</type> <mandatory>false</mandatory> </property> <property name="devcon:feedback"> <title>Feedback</title> <type>d:text</type> <mandatory>true</mandatory> </property> <property name="devcon:score"> <title>Score</title> <type>d:int</type> <constraints> <constraint ref="devcon:score" /> </constraints> </property> </properties> </type>

29. Appendix – Demo Config – Datalist - Create 28 <config evaluator="model-type" condition="devcon:sessionFeedbackList"> <forms> <form> <field-visibility> <show id="devcon:attendeeFirstName" /> <show id="devcon:attendeeLastName" /> <show id="devcon:feedback" /> <show id="devcon:score" /> </field-visibility> <create-form template="../data-lists/forms/dataitem.ftl" /> <appearance> <field id="devcon:feedback"> <control template="/org/alfresco/components/form/controls/textarea.ftl"> <control-param name="rows">6</control-param> </control> </field> </appearance> </form> </forms> </config>

30. Appendix – Demo Config – Datalist - Edit 29 <config evaluator="node-type" condition="devcon:sessionFeedbackList"> <forms> <form> <field-visibility> <show id="devcon:attendeeFirstName" /> <show id="devcon:attendeeLastName" /> <show id="devcon:feedback" /> <show id="devcon:score" /> </field-visibility> <edit-form template="../data-lists/forms/dataitem.ftl" /> <appearance> <field id="devcon:feedback"> <control template="/org/alfresco/components/form/controls/textarea.ftl"> <control-param name="rows">6</control-param> </control> </field> </appearance> </form> </forms> </config>

32. In the meantime have a look at the FDK for more examples