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 drag actions. You will simplify the process of adding fields to your form design 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, which is accessible from Workbench ES.

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 then 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 then 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.

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 Step1: Mortgage Information:. A group of fields appear, based on the schema. The data connections will be set for each field automatically.
  2. In the Layout palette, perform the following tasks:
  3. Select Insert > Unwrap Subform so that these fields are no longer grouped together. This makes it easier to reposition individual fields later in this tutorial.
  4. Drag ApplicantFields from the Data View palette onto the left side of your form design, below Step 2: Applicant Information:.
  5. In the Layout palette, perform the following tasks:
  6. Select Insert > Unwrap Subform.
  7. Drag ApprovalFields from the Data View palette centered onto your form design, below the second set of instructions and the group of Applicant Fields you added in step 4.
  8. In the Layout palette, perform the following tasks:
  9. Select Insert > Unwrap Subform.
  10. 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 showing instructional text and fields


 

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