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Form/Model Management
      Mike Priest
!    Documents and Metadata
!    What have we changed?
!    Metadata Profiles vs Content Types
!    Form Management Demo
!...
!   A documents can have metadata
!   For users to get metadata onto a document they require
    user input (either custom...
!   Looking at metadata from a form perspective and not as raw data
    !    This enables our less technical staff take pa...
•  Aspect
          Request form for             Model   •  Aspect
             Aspect(s)                            •  Pr...
Common
!   Collection of aspects                                                    Aspect


!   Tied to another field in ...
!   Manage forms in one place and change all your
    applications.
!   Form is a service that can be used in other platfo...
!   Anybody out there…
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Slide deck to accompany episode 53 of Tech Talk Live

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Tech talk live content type and form design tools

  1. 1. Form/Model Management Mike Priest
  2. 2. !  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
  3. 3. !   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
  4. 4. !   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.
  5. 5. •  Aspect Request form for Model •  Aspect Aspect(s) •  Property Form UI •  Aspect Managem Model ent •  Property •  Aspect Model •  Property •  Validation •  Structure •  Usability •  Structure •  Design •  Structure
  6. 6. Common !   Collection of aspects Aspect !   Tied to another field in your form !   Allows use to quickly build out dependencies (e.g. Common Aspect Document Type) !   Form builder allows lists to be generated and connected to Metadata profiles Profile Aspect !   Lists can be external because the content model doesn’t deal with constraints anymore, the form management module does. Aspect Aspects from any model in Alfresco
  7. 7. !   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
  8. 8. !   Anybody out there…

Slide deck to accompany episode 53 of Tech Talk Live

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