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Integrate forms with Form Data Model

Last update: Mon Aug 11 2025 00:00:00 GMT+0000 (Coordinated Universal Time)
  • Applies to:
  • Experience Manager as a Cloud Service

CREATED FOR:

  • Admin
  • User

Integrating forms with a Form Data Model (FDM) allows you to use diverse backend data sources to create a Form Data Model (FDM). You can use the Form Data Model (FDM) as a schema in various form workflows. Configure the data sources and create a Form Data Model (FDM) based on the data model objects and services available in data sources.

Advantages of Integrating Forms with Form Data Model (FDM)

  • Seamless Backend Connectivity: Connect forms to various backend systems (e.g., databases, REST APIs, SOAP services, CRMs) without custom code. This enables real-time data exchange and reduces integration effort.

  • Centralized Data Schema The Form Data Model serves as a unified data schema that simplifies mapping and management of data objects and services used across multiple forms and workflows.

  • Improved Form Prefill and Submission: Easily configure prefill and submission actions using Form Data services, ensuring accurate and up-to-date data retrieval and storage.

  • Support for Dynamic Workflows: Form Data Model can be integrated with workflows to automate business processes based on submitted or retrieved data, enhancing overall efficiency.

Prerequistes

Before configuring your form with the Form Data Model, ensure you have completed the following steps:

Foundation Component

Perform the following steps to configure Form Data Model with Adaptive Form based on Foundation Component as:

  1. Open the Adaptive Form for editing and navigate to Submission section of the Adaptive Form Container properties.

  2. From the Submit Action drop-down list, select Submit Using Form Data Model.

    submit using Form Data Model

  3. Select the created Data Model to submit configuration.
    To submit attachments to the database select Submit form attachments. The Document of Recore (DoR) is saved in database by selecting Submit Document of Record.

  4. Click Save to save the Submit settings.

Core Component

Perform the following steps to configure Form Data Model with Adaptive Form based on Core Component as:

  1. Open the Content browser, and select the Guide Container component of your Adaptive Form.

  2. Click the Guide Container properties Guide properties icon. The Adaptive Form Container dialog box opens.

  3. Click the Submission tab.

  4. From the Submit Action drop-down list, select [Submit Using Form Data Model].

    submit using Form Data Model

  5. Select the created Data Model to submit configuration.
    To submit attachments to the database select Submit form attachments. The Document of Recore (DoR) is saved in database by selecting Submit Document of Record.

  6. Click Save to save the Submit settings.

Universal Editor

Perform the following steps to configure Form Data Model with Adaptive Form authored in Universal as:

  1. Open the Adaptive Form for editing.

  2. Click the Edit Form Properties extension on the editor.

    The Form Properties dialog appears.

    note note
    NOTE
    • If you do not see the Edit Form Properties icon in your Universal Editor interface, enable the Edit Form Properties extension in the Extension Manager.
    • Refer to the article to learn how to enable or disable extensions in the Universal Editor.

  3. Click Submission tab and select Submit using Form Data Model.

    OneDrive GIF
    If you select Save Attachments with Original Name, the attachments are stored in the folder using their original filenames. You can also save Document of Record (DoR) in the Azure Blob Storage.

  4. Select the Storage Configuration, where you want to save your data.

  5. Click Save&Close

For detailed instructions on how to integrate forms authored in the Universal Editor, refer to the article Integrate Forms with Form Data Model in Universal Editor.

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