User guide

Smart Forms is a web application to design forms and publish them to your users. When a user fills in and submits a form, Smart Forms creates a new document in OpenKM from a template, with the submitted values stored as metadata.

Accessing the administration

The administration is available at:

http://localhost:8080/smart-forms/admin/

Note

Replace localhost:8080 with the host and port of your installation.

By default, the application is created with an administrator user:

• User: admin
• Password: admin

Caution

Change the password of the admin user after the first login. See User management.

Administration menu

Once logged in, the top bar shows three options:

Option	Description
Users	Create, edit and delete the application users. See User management.
Forms	Create and manage the forms: template, destination folder and visibility. See Form management.
Designer	Visual editor where the fields of a form are defined. See Form designer.

How it works

1. In OpenKM, create a document template with its metadata (property groups).
2. In Smart Forms, create a form choosing the template (source) and the destination folder (target).
3. Open the form in the designer and add the fields, mapping them to the metadata of the template.
4. Publish the form. Users fill it in at /smart-forms/form/{id}.
5. Every submission creates a new document in the destination folder, with the values filled in by the user as metadata. See Using forms.