I am learning AEM forms. I have come across the term DoR(document of records) in multiple places, but don't understand what it really means and how it is connected to AEM forms.
If someone could explain with an example, it would help a lot.
In super simple terms:
- AEM Forms (html based) allows the end-user to complete & fill out forms.
- The DOR which AEM Forms (aka Livecycle in the background) can also generate a PDF representation of the AEM Form (html).
Typical Example scenario:
- User wants to sign up for health insurance.
- User fills in New Health Application Form online (AEM HTML Form) on the health insurance's website.
- User submits the form.
- The AEM forms server recieves the submission and does the following:
a) submits data to back-end health insurance system.
b) generates a DOR and saves it to an ECM (eg: sharepoint).
c) generates and send out an email to the user with the DOR attached to an email.
From AEM official documents at: https://helpx.adobe.com/aem-forms/6-2/generate-document-of-record-for-non-xfa-based-adaptive-forms.html
After submitting a form, your customers generally want to keep a record, in print or in document format, of the information they have filled in the form for their future reference. This is referred to as a Document of Record (DoR).
As explained by other, DoR is the data capture in a PDF or PDF/A form for the submitted data by a user and captured in AEM forms system.
Think of it as a hard copy version (PDF) of the form (HTML) that can be saved (on a file system or a printed copy) for record keeping purposes. Hence document of record (DOR)
Document of record refers to a document created for record keeping purposes. From http://www.businessdictionary.com/definition/record.html:
Document that memorializes and provides objective evidence of activities performed, events occurred, results achieved, or statements made. Records are created/received by an organization in routine transaction of its business or in pursuance of its legal obligations. A record may consist of two or more documents.
In AEM Forms, a document of record means a document that is not used only for data capture, it is used for record keeping, and therefore is preserved for long periods of time (in most cases, this means a PDF or PDF/A document).
Related
I have a project, in which I want to allow users to select part of a work document(either a page or page range) and then link that selection to a certain piece of information.
For Instance:
Say a user wanted to add a heading called 'European history' and they wanted to reference a part of a document 'History' which contains all world history. How could I allow the user to select a page/page range where European history can be found so that the next time the click the reference link, it would direct them to said page/range in the document.
(For all intensive purposes the document will be Docx format).
I am currently using .NET Core 6.0 MVC application.
Thanks in advance!!
In our company I have to extend the functionality of existing Drupal 7 website. Here are the requirements:
The business needs to inform all staff members, on different topics using uploaded to the Drupal site documents. (I already implemented this requirement.)
The business needs to know, which staff members have read a document and which still have not.
They need a report like this:
Document 1 25/50 (25 from 50 staff members still didn't read the file)
Document 2 50/50 (all staff members did read the file), etc.
In order to fulfill the second business requirement, I need a module which can track specific user's activity (in my case click on a link to download a file, which means the file is read). The module(s) have to be able to create a report like the one above.
(All staff members have a drupal account with a specific role.)
Is there any drupal module I can use or maybe a part of it. Or the requirements are too 'custom' and I have to create my own module.
I created almost exactly the feature you need. I would be glad to help you in the process.
I developed indeed a full custom module. And I could tell you that you will need different things:
A custom table in your DB to store the data
A custom entity called "track" or "action" that will be stored in the DB
Implementing the right hooks to create a track when you want to keep a track of a user's action
A custom page or block to display the tracks you stored in your DB with a custom query and appropriated permissions
To achieve all that, I suggest you to take a look at these pieces of documentation:
https://api.drupal.org/api/drupal/modules!system!system.api.php/function/hook_schema/7
https://www.drupal.org/node/878784
https://api.drupal.org/api/drupal/includes!module.inc/group/hooks/7
https://www.drupal.org/node/1343708
http://befused.com/drupal/page-programatically
https://api.drupal.org/api/drupal/modules!system!system.api.php/function/hook_permission/7
Hope it will help.
We're investigating Alfresco for doing wideband delphi ("planning poker") based on submitted statements of work (collected user stories). I've been reading through the Alfresco documentation, and there are two questions that I haven't been able to get clear answers to:
Can we set it up so users can write, but not read, to a folder or node? (To support "anonymous" planning, without users knowing what the other users submitted estimates were)
Can workflow tasks be implemented to ask users to comment or submit items to a node or director with the above model, rather than just simple approve or deny?
Workflow:
User submits a statement of work
All users (or selected users at random, or ... ) in group get notice to review
Reviews include estimates on the overall SOW or specific phases
Reviews are anonymous/secret to all but the manager
Have you implemented something similar in Alfresco with fine grained access control? Sharing your experience would be very helpful... i'm not looking for someone to do the work for me, just to confirm it can be done.
I would use some kind of parallel workflow for this.
First the managers starts the workflow and the task type of this first node will have additional info about the user story and such, then the manager selects a people or a group to which it will send this user story.
Here comes the parallel thing into play. Because it's parallel noone sees the results of the other members of the workflow. The members fill in the requested fields (another custom task type with data like: score (estimate) and maybe explanation.
Before the workflow goes back to manager the automatic calculations are made in a non-user task/node where you calculate overall score for the story. You can include each individual user and their score in the result/report if necessary.
Now the results are sent to the manager.
So, I'm working on a Drupal 6 project that ultimately replaces a big, complex Excel spreadsheet with a workflow as such:
Customer books an appointment via the Bookings API
Employee goes to customer and does a bunch of measurements
Employee enters measurements into either an uploaded Excel spreadsheet or a web-based form
Website generates a PDF with measurement sheet and the output from the Invoice module
Customer receives an email with link to watermarked version of PDF.
Customer pays online and receives link to unwatermarked PDF.
My questions are:
What is the best way to go about Part 3 (Such that the data can be used by Parts 4-6)? CCK fields and a custom content type?
What is the best way to combine content types (I.e., "Measurements" custom content type with "Invoice" content type) into a single PDF?
Bonus Marks: Any way to auto-populate Invoice module content types?
Any help will be muchly appreciated!
You are actyally trying to sell a product with customisable input (comparable to a t-shirt with a custom print, but instead of using a custom picture, you use custom data).
Here is what I did for a comparable project:
Use ubercart: http://www.ubercart.org/
Use the UC Node Checkout extension, this allows you to link a node to an ubercart product and use the information in the node for your customised product: http://drupal.org/project/uc_node_checkout
Here's an excellent walkthrough for UC Node Checkout: http://drupaleasy.com/blogs/ultimike/2009/03/event-registration-ubercart
You can use FileField for uploading the Excel file: http://drupal.org/project/filefield
Make sure you use the Transliteration module: http://drupal.org/project/transliteration
The PECL upload progress is also nice to have
You will also need a csv reader, but haven't tried this yet
Finally, to give a link to the file, you can use the Ubercart selling files mechanism: http://www.ubercart.org/docs/user/3345/selling_files
Bonus:
You can use the Automatic node tite module to autoname a node: http://drupal.org/project/auto_nodetitle
For other fields, you can use the token mechanism: http://drupal.org/project/token
I ended up using:
a. Storm for CRM functionality
b. Simple Payments for Storm Invoice payment
c. Print module for PDF output
d. Calendar (+ Views) for appointment booking (Used internally; stage 1 changed to "employee sets up appointment" in Storm Project)
e. CCK + Flexifield for the measurement sheet content type
f. Custom-written module to pass cost values to Storm and automate tasks between Storm/CCK measurement sheet.
Ubercart really is overkill for simple payment applications. Alas, Simple Payments is pretty poorly supported. If only there was a unified payment API or something...
I found this site
http://www.shutterfly.com/documentation/api_OrderImage.sfly
but there are no examples of actually walking through the whole process. Does anyone have any good documentation on using this API to take a local photo and allow someone to order a print via shutterfly?
I went through these steps:
Sign up for an account
Sign up as a developer
Create an application (I called mine Test). Note the generated Application Id and Shared Secret
The Shutterfly API page has a list of references for various Domain-specific APIs:
Address Book
Album Data
Folder Data
Go To Shutterfly UE
Image Upload
Interactive Sign-in
Image Request
Order
Pricing
Seamless Sign-in
User Data
User Authentication
Each uses RESTful principles. The documentation looks pretty comprehensive to me, if you need some background, here's links for RESTful APIs and ROME you may find useful
There is also an API Explorer section on the same page that allows you to test the methods via a form on their site. For example this form for CRUD operations on the album data.
Based on your comment, for your requirements, you would:
Use the Album GET to list albums, then get the data for a specific album.
Use the Image Get request to retrieve the image data, so your friend can verify the image(s) they want to purchase.
Authenticate the user
Use the Pricing POST request to get the estimated pricing for the image.
User the Order POST to submit the order over https
Update: Found a page describing using a Greasemonkey script which adds Shutterfly print ordering capability to Flickr. This might provide the basis for a solution.
For Reference:
The original link above is a middle step of the Shutterfly Open API ordering procedure.
The whole process goes through a series of steps allowing you to control much more than just pushing photos into somebody's album in Shutterfly.
With this process, your application can actually carry out the entire procedure of:
specifying the images and the sizes and quantities, or other products
calculating shipping, taxes, and totals
paying, and
launching the processing
It also includes the ability to see when the packages will be delivered and arrive.
Thus if you have a solid application for mapping your images onto paper and products, you can pretty much control the entire process.
Once the order is submitted, it will appear on the user's account at Shutterfly who the order was associated with.
Kudos to Shutterfly for making such a powerful tool! It would be great if other printing facilities had similar tools.