Siebel Public Sector Guide > Setting Up and Using Adobe Forms Integration >

Creating the Form Record Referencing the PDF File

Form records must be maintained within the Siebel application so that the forms are available to end users. This process allows administrators to add new forms, update forms with newer versions, and inactivate or remove old and obsolete forms.

Only users with administrator privileges may modify or delete form records. Typically older forms are flagged as inactive rather than deleted.

This task is a step in Process of Setting Up Adobe Forms Integration.

To create a form record

1. Navigate to the Administration - Document screen > Forms Integration Administration view.
2. In the Forms Integration list, create a new record, and provide a name and description.

   For example, create a form record named Contacts.

3. Complete the fields, selecting the appropriate integration object.

   The following table describes the fields.

   Field	Description	Example
   Version	The version of the form.	1
   Inactive	Selecting this check box makes the form inactive
   Integration Object	The integration object created or modified for forms integration.	Contact
   Request	Allows you to request files from the server. When a check mark appears in this field, the document is retrieved during the next synchronization session. This field only applies if you use Siebel Remote.
   Update	A check mark in this field indicates that you want your copy of the file to be updated automatically each time the original file is updated.
   Business Object	Automatically completed when you choose the integration object	Contact
   File Name	The name of the PDF file. Navigate to the file on the network.	Sample_Contact.pdf
   File Type	PDF	Adobe's Portable Document File format. The file type value is automatically populated when you select the file.
   Type	Indicates the document type in which the form is generated. PDF is the only supported option at this time.	PDF
   Attachment Business Component	This field determines where the generated form is attached to the record.	Contact Attachment
   Forms Adapter	Choose Forms Integration PDF Adapter Service in most cases. Debug Forms Integration PDF Adapter can be used to troubleshoot issues with the Adobe integration.	Forms Integration PDF Adapter Service.
   File Adapter	Choose Forms Integration File Adapter Service	Forms Integration File Adapter Service
   Attachment View	The Attachment View determines to which view the user is navigated after the form is generated.	Contact Attachment view
   Search Specification	Allows the administrator to select certain information from the integration object's child business component	To include information from a Contact's Account only if the account is Active, the value in the Search Specification field should be "[Contact_Account.Account Status] = 'Active' " where the Integration Component Name = Contact_Account.