About the eForm Rules accelerator

Description

Process Commander provides two rule types to support applications that use forms in the Portable Document Format (PDF):

• eForm File rules (Rule-File-eForm rule type)
• Map eForm rules (Rule-Map-eForm rule type)

The eForm accelerator uses a flow to guide you through the process of creating an eForm file rule and its corresponding eForm map rule.

The accelerator imports and parses a PDF form that you identify. Then it lists the names of the interactive form fields in the PDF form, making it easier for you to match the fields to Process Commander properties. If you create the rules yourself, enter the name of each form field in an eForm map rule and verify that you made no data entry errors.

Because the wizard uses a flow rule, the data you enter is stored as a work object until you finish the flow. When you resolve the work object, the eForm accelerator creates an eForm file rule for the uploaded PDF form and an eForm map rule that specifies how the fields in a form like that one map to Process Commander properties.

For information about using the PDF feature to process incoming PDF forms or to generate a PDF form, see the Pega Developer Network document Working with PDF Forms and Documents.

Prerequisites

Before you begin, complete the following tasks:

• Copy the PDF form (that has one or more interactive field definitions) to your workstation.
• Print a copy of the PDF form.
• Determine the names of all the interactive fields and write each field name code next to the text that represents the field directly on the printed copy of the form. Reference this as you run the accelerator.
• Determine the Applies To class for the new rules. Typically, this is a class that inherits from the Work- base class.
• Determine the names and classes of the Process Commander properties that map to the form fields. The eForm accelerator enables you to select properties from the Applies To class only. If you need to map a form field to a property that does not belong to the Applies To class, edit the eForm map rule after the accelerator saves it.
• Determine the RuleSet and version for the new rules.

Starting the accelerator

To start the eForm Rules accelerator, select Application > Import > PDF for eForm. Alternately, use the link from the Integration slice:

1. Return to the home page.
2. Click to access the Integration slice.
3. Click the Eform Accelerator link in the Accelerator area.

The accelerator starts. Click the help button () on any form for help about that form.

About eForm File rules About eForm Map rules

Tools, accelerators, and wizards