Form/Model Management

Mike Priest

!   Documents and Metadata !   What have we changed? !   Metadata Profiles vs Content Types !   Form Management Demo !   Form Management in action

!   Forcing Metadata to be entered before filing documents !   Advanced search, search setup !   Using the same form in different contexts

!   A documents can have metadata !   For users to get metadata onto a document they require

user input (either custom or built-in form) !   Current forms lack in the following functionality:

!   Usability & Design Control (placement, hints, tips) !   Custom UI representation (sliders etc..) !   Validation is very limited !   Customization is very expensive !   Cannot deal with relational data easily

!   Custom form development !   Tedious and long winded !   Not modular or reusable(such in a web script, hardcoded to

alfresco lingo) !   Backend heavy

!   Looking at metadata from a form perspective and not as raw data !   This enables our less technical staff take part !   Representation of data can be different (e.g. Integer could be a dropdown, slider

or even have a user selecting from a deck of cards)

!   Removing constraints and making it modular !   Allows us to create relational data and show these relationship to

the end user (profiles) !   Provides a way for the “end users” to interact with metadata/forms

in a much more user focused environment. !   Validates how users INPUT there data, rather than validating after they have

moved on !   Usability is much easier to manage and develop

!   Utilizes “hot deploy” method and the FM Model is just JSON !   By using JSONP you can have the same forms used on external

applications.

•  Structure •  Structure •  Structure

Model •  Aspect •  Aspect

•  Property

Model •  Aspect •  Property

Model •  Aspect •  Property

•  Validation •  Usability •  Design

Form Managem

ent

Request form for Aspect(s)

UI

Aspects from any model in Alfresco

Common Aspect

Common Aspect

Aspect

Aspect

Metadata Profile

!   Collection of aspects !   Tied to another field in your form !   Allows use to quickly build out dependencies (e.g.

Document Type) !   Form builder allows lists to be generated and connected to

profiles !   Lists can be external because the content model doesn’t

deal with constraints anymore, the form management module does.

!   Manage forms in one place and change all your applications.

!   Form is a service that can be used in other platforms as well as Alfresco

!   A form doesn’t have to deal with metadata !   Replacement of paper forms (Capture metadata required as you go) !   Fillable PDF’s

!   Anybody out there…