Configure a Form Version

   Journey Manager (JM) Previously known as Transact Manager (TM).  |    Form BuilderPlatform Developer  |   21.11 This feature was updated in 21.11.

Manager allows you to view and update configuration of a form version.

To configure the form version:

  1. Select Forms > Forms.
  2. Locate a form and click Edit.
  3. Select a form version and click Edit..
  4. Select the Form Version tab to view and modify the configuration.
  5. form version details configuration including delivery channels

  6. Enter a version number of this form, built and published using Maestro, in the Version Number field.
    Note

    It's not recommended to update the version number manually.

  7. Select a type of form deployed on the server from the Form Type dropdown list.
  8. A form type can be one of the following:

    • Composer SmartForm
    • Maestro Form
    • JS App - refers to an Open UX form
    • Dynamic PDF Form
    • Static PDF Form
    • Other Document
  9. Select a status from the Form Version Status dropdown list. A form version status can be one of the following:  |  21.11 This feature was introduced in 21.11.
    • Active - it is in use and readily available to all users. All functionality is allowed.
    • Offline - it can't be used at all. No functionality is available, including DDS, Delivery and so on
    • Inactive - similar to Offline.
    • NoRender - it doesn't allow for new or saved and resumed forms, but ongoing open sessions can be completed. DDS, submits, saves, and delivery are allowed.
  10. The Uses Transact Functions checkbox specifies whether the Transact Function API programming model is available on the server. Transact Functions allow you to execute various functionality at crucial form events, such as form opening, saving or resuming, which gives a standardized approach to handling them.  |  17.10 This feature was introduced in 17.10.
    Note

    You can only change this setting by selecting or cleaning the Use server side Transact Functions (requires TM 17.10 +) checkbox in Maestro when you build a form.

  11. Select the Unified App Data checkbox to enable the Unified Application Data Document Model in this form version. It provides you with the fine-grained control of the output data by decoupling the client-side data from the server side. For example, you may decide not to send sensitive fields to the user's browser.  |  17.10 This feature was introduced in 17.10.
  12. Select the Strict Header Security checkbox to enforce a strict policy that ensures that the form session and request HTTP headers, such as IP Address, Referer, and User-Agent, are coming from the same User Agent and IP Address that was used for the user's last login session to this form space. There is also an additional check to verify that the request was originally intended for this system.  |  17.10 This feature was introduced in 17.10.
    Note

    You can configure the Strict Header Security setting of a security manager, which can overwrite the form version's configuration.

  13. Select the Form Data Encryption checkbox to use HTML client-side form data XML encryption, in addition to standard TLSTransport Layer Security (TLS) is a cryptographic protocol designed to provide communications security over a computer network. transport encryption. This is the default option.
    Note

    Clear the Form Data Encryption checkbox if you need to run automated tests, in SIT and UAT environments, that require viewing and modifying the formData payloads sent from the web browser to Manager during POST requests.

  14. Type the comments relevant to this form version in the Notes field.
  15. Click Upload Form or FAR File to deploy a form template file in one of the following formats: PDF, XDPXML Data Package (XDP) format is a file format developed by Adobe Systems for packaging PDF data into XML files; contains the entire PDF document contents including form and template data; may also include character-encoded sections for binary content., and FAR.
  16. Click Upload Receipt File to deploy the receipt templates file in one of the following formats: PDF, XDP, and FAR.
  17. Click Upload Signature File to deploy the template file (PDF or XDP) to be presented to users for signatures. If not specified, the receipt file is used.
  18. Click Receipt XML Mapping shows how receipt XML data is mapped to AcroFormAcroForms are the original PDF forms technology that accepts input in both Forms Data Format (FDF) and XML Forms Data Format (XFDF). Many 3rd party vendors support AcroForms. fields using XQueriesXQuery is a specification for a query language that allows a user or programmer to extract information from an Extensible Markup Language (XML) file or any collection of data that can be XML-like.. You can use this in overlay receipts.
  19. Select the Use Delivery Receipt checkbox to specify a separate delivery of a PDF receipt where ReceiptMode is set to Delivery. This enables delivery PDF receipt to display additional Office Use Only data, which is not printed on the user's PDF copy of the receipt.
  20. Select a timeout for the PDF receipt rendering from the Receipt Process Timeout dropdown list. By default, no timeout is enforced.
  21. Select a delivery channel from the Production Delivery dropdown list that will be used to deliver successful submissions for this form version if the form version is not in the test mode.
  22. Select a delivery channel from the Test Mode Delivery dropdown that will be used to deliver successful submissions for this form version if the form version is in the test mode.
    Note

    This dropdown is enabled if the form is in test mode, that is the Test Mode checkbox is selected.

  23. Select a delivery channel from the Abandoned Delivery dropdown list to deliver abandoned submissions.
  24. Select a delivery channel from the Validation Failure Delivery dropdown list to deliver submissions with data validation errors.
  25. Click Form XML Data File to upload a form XML seed data file, containing the data structure and the XML schema, to generate a blank seed XML file to be used in the form.
  26. Click Save to update the changes.
  27. Click Edit Form Data Config to configure form version data mapping.
  28. Click Update from Maestro to update the published form version using Maestro.
  29. Click Save to update the changes.

Next, learn how to configure services for a form version.