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About the eForm Rules accelerator

Description

The Pega 7 Platform provides two rule types to support applications that use forms in the Portable Document Format (PDF):

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 Pega 7 Platform 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 item until you finish the flow. When you resolve the work item, 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 Pega 7 Platform properties.

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

Prerequisites

Before you begin, complete the following:

Starting the accelerator

To start the eForm Rules accelerator, select the Designer Studio > Integration > Tools > PDF for Eform wizard.

Related topics About eForm File rules
About eForm Map rules

Tools — Integration