Slide deck to accompany episode 53 of Tech Talk Live

1. Form/Model Management
Mike Priest

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. ! 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. ! 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. • 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. 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. ! 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. ! Anybody out there…