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Siebel E-Support Administration Guide > Managing Application Submissions for Social Services > Process of Configuring Application Submissions >

Creating the Form Record Referencing the PDF File

This task is a step in Process of Configuring Application Submissions.

For basic instructions, see the topic about creating the form record referencing the PDF file in Siebel Applications Administration Guide.

Before administrators create the form record, they must make the XDP file for the form accessible in a URL. One way that administrators can make the XDP file accessible in a URL is to upload the form to a virtual directory. For more information about uploading forms to a virtual directory in a UNIX environment, see Uploading Forms to a Virtual Directory.

In outbound forms integration, form fields are populated from the data in Siebel Business Applications. In inbound forms integration, the data in Siebel Business Applications is populated from form fields. The fields in the Forms Integration Administration view on the Administration - Document screen apply to outbound forms integration. The fields in the Forms Integration Administration - Inbound view apply to inbound forms integration. Oracle's Siebel Public Sector E-Support uses inbound forms integration.

The following table describes some of the fields in the Forms Integration Administration - Inbound view.

Field
Description

Version

Enter the version number of the form. After you make a form available to users, do not change that form. Instead, create a new version of the form.

Inactive

Select this check box to make the form inactive. Users cannot view inactive forms. However, past application records can refer to inactive forms. Make sure that only one active version exists for each form.

Form Number

Enter the number of the form.

Category

Select the group of services to which the form applies (for example, Benefit, Health, and Immigration).

File URL

Enter the URL of the form. You must change this field for each new version of a form that you create. You can click the select button in this field to display the Add Attachment dialog box and enter in the URL field the URL that hosts the XDP file for the form. (Do not select a file in the File Name field.) Use the following format: http://<server>/forms/<filename>.

where:

  • server is the server that hosts Siebel Public Sector.
  • filename is the name of the XDP file (for example, name.xdp).

After you create the new record in the Forms Integration Administration - Inbound view, you can click the link for this field name to open the XDP form file in XML format.

To view the form file in PDF format, save the XDP file, and open that file using Adobe LiveCycle Designer ES. You cannot view the XDP file using Adobe Acrobat Reader.

Type

Select the type of file that the user sees. For an XDP file, the user sees a PDF.

Uploading Forms to a Virtual Directory

Administrators can upload the form files that they create using Adobe LiveCycle Designer ES to a virtual directory, so that they can access these form files in the Forms Integration Administration - Inbound view on the Administration - Document screen in Siebel Public Sector.

To upload forms to the virtual directory in a UNIX environment

  1. Log in to the server that hosts Siebel Public Sector.
  2. Configure the virtual directory:
    1. Navigate to the following directory:

    export/home/siebel/web/ohs/conf

    1. Open the httpd.conf file in this directory to view the existing virtual directories, and add the following code line to the file:

    Alias/forms/export/home/siebel/AdobeForms

  3. Navigate to the following directory:

    /export/home/siebel/AdobeForms

  4. Using binary mode, transfer the form files to the directory.
    
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