Adding fields to your form design using a schema

Adding fields (or form objects) to your form design one at a time requires a series of dragging actions. You will simplify this process by using an imported schema file.

With an imported schema file, you can drag one field or a group of fields onto your form design. The form object that is created is based on the defined data type in the schema file. The additional benefit is that the appropriate form objects are automatically bound to the data source and captions are created based on the element name in the schema. For details about how form objects are created when importing a schema, see LiveCycle Designer ES Help.

You will also need to embed the schema into the form design. The schema is required to access the data in the form design during the creation of your process.

To create a data connection and embed a schema into a form design:

  1. Select Edit > New Data Connection. The New Data Connection dialog box appears.
  2. In the Get Data Description From list, select XML Schema and click Next.
  3. Beside the Select XML Schema File box, click Browse  . The Open XML Schema File dialog box appears.
  4. Select LiveCycle ES Server > Schemas > mortgageLoanSchema.xsd [#1.0] and click OK.
  5. In the New Data Connection dialog box, select Embed XML Schema, and then click Finish. A list of fields appear in the Data View palette.

    Note:   Select Palettes > Data View if the Data View palette is not visible.

  6. Save your form design.

You have imported and embedded a schema into your form design. The Data View palette should look like this illustration:

Data View palette showing imported schema

To add fields to the form design using a schema:

  1. Drag MortgageFields from the Data View palette onto the left side of your form design, below the Step1: Mortgage Information label. A group of fields appears, based on the schema. The data connections will be set for each field automatically.

    Note:   If the message stating "There is insufficient space on the form for the pasted content" appears, click OK and move the group of fields closer to the left border.

  2. With the group still selected, hold down the Control key and select the Step1: Mortgage Information: object.
  3. Select Layout > Align > Left.
  4. Select Insert > Unwrap Subform so that these fields are no longer grouped together. This step makes it easier to reposition individual fields later in this tutorial.
  5. Drag ApplicantFields from the Data View palette onto the left side of your form design, below the Step 2: Applicant Information label.
  6. Hold down the Control key and select the Step 2: Applicant Information object.
  7. Select Layout > Align > Left.
  8. Select Insert > Unwrap Subform.
  9. Drag ApprovalFields from the Data View palette onto your form design, below the second set of instructions, and position the group close to the form border on the right.
  10. Select Insert > Unwrap Subform.
  11. Save your form design.

You have created a data connection based on an XML schema file and added multiple fields to your form design. Your form design should look like the following illustration.

Form design shows fields added from a schema

Click to continue: Changing Text Field types to Drop-down List types


Adobe LiveCycle ES Update 1

 

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