Smarter Everyone, Smarter Everything, Smarter Everywhere
John M. Boyer 060000VMNY 1,863 Views
The IBM Workplace Forms product suite will make your life easier. It simplifies by an order of magnitude the work of creating and maintaining forms applications.
Sometimes I hear people say "Forms. Hey, name, address, pepperoni, extra cheese. I know about forms. Nothing new there." Well, guess again because we're not talking about those kind of forms. After all, hey, you do already know all about those kind of forms.
In this blog, I'd like to be able to talk to you, the developers in our community, about what makes IBM Workplace Forms different and better for forms applications. We'll talk about bigger picture trends, architectures and models, but in at least equal measure we'll talk about the nitty gritty, the pointy brackets, the XForms, the XML and other technologies behind it all. And best of all through our dialogue we'll develop a community of the most efficient and effective forms application developers on the planet.
For now, let's start with some links you can use to get your hands on some software to test drive.
Here are the reference manuals and user docs for the currently released version:
Now, for me, here's the really exciting link. Our upcoming new version will be available in 26 languages and combines rich XML processing capabilities of XForms with the precision presentation, rich user experience and superior authoring experience of Workplace Forms.
Here's a link to the current public beta:
(This is the Lotus main beta page. The direct link is http://www.lotus.com/ldd/beta/workplaceformsbeta.nsf/)
John M. Boyer 060000VMNY 1,958 Views
Got a request today to provide more specific information on exactly where to find the XFDL reference manual.
The documentation site link in my prior post includes a link to the currently released XFDL Reference Manual. For ease of use, the following appears to be the specific link on that documentation site:
Note that you will ultimately receive the XFDL reference manual in PDF; we always publish our language manual in PDF because PDF is good at static readonly documents. XFDL is good at dynamic interactive precision forms applications, but that doesn't mean the language manual should be expressed in it.
On a separate note, you can find a fairly comprehensive technical introduction to the integration between XFDL and XForms in my XML 2005 conference paper. The upcoming version of IBM(R) Workplace Forms(tm) will be accompanied by an updated reference manual that describes the union of XFDL and XForms exhaustively, but at 36 pages, the conference paper actually gives quite a thorough start to those interested in the pointy brackets. Here's the link:
I did a customer site visit out in Washingto DC earlier this week (I live on the west coast of Canada). On the plane next to me there was a guy who had a book to read with a title that was something like "Three men, a raft and the most dangerous river". It appeared to be about three guys who navigated the Amazon in a raft.
Perhaps it was just my mood at the time, but it struck me as a little ironic to read a book about it. It's just so much the kind of thing you have to do.
Well, while we're in the land of giant leaps... forms applications are like that too. You can read, but you have to *do* too.
For my own case, the Workplace Forms beta download is accompanied by a reasonably substantial sample form that I wrote to help illustrate for you a number of the important features that are available, such as a wizard-like or guided-interview modality attached to the front end of a "traditional" form.
The internal markup is highly commented and laid out so that you can really get an understanding at the pointy bracket level even if you only have a text editor for exploration (though the beta also includes our eclipse-based designer product).
So, speaking of doing (and also to fulfill my promise to talk about the nitty gritty), it seemed a good idea to share with you one of the interesting things I learned from this form.
The typical form is designed to be used in a particular business context. In general, you will not find that a form (of the size and scope that Workplace Forms targets) is easily purposed to serve multiple locales or business contexts. The "mortgage preapproval" sample form was created to give people in many locales some idea of what the product set can do, but it's not really the intent to address all locale-specific peculiarities. For example, a more realistic form in Russian would have the formulae and inputs adjusted to collect monthly salary information rather than yearly information. And in some locales, it isn't even appropriate to collect interest on a loan, nor is it appropriate to accept a service like a loan for free, so interest is something that is informally negotiated rather than being driven by an exact compound interest formula.
Anyway, as I said we just wanted to provide a form that would give a good idea, so we ended up with the task of translating the form to many languages.
Something I didn't expect happened because I put some localizable strings into certain XML attributes, like an XForms calculate or the value attribute of an xforms:setvalue. The word "Electricity" becomes "L'Electricitie" (pardon my omission of accented characters).
The addition of the apostrophe is problematic when in an attribute because the attribute contains an XPath expression. So you have double quotes around the attribute value, so that single quotes are used around the literal value, and the apostrophe conflicts with that. Moreover, the apos character entity is of no help because that is an encoding consumed by the XML parser, not the XPath parser, so it is converted from a character entity to the literal character by the XML parser so that the XPath parser still receives the offending character.
So, it seems forms have to be designed so that strings intended for humans don't appear in XML attributes that contain XPath expressions. My apologies to my European friends, who no doubt know this already. As I said, pardon my French.
John M. Boyer 060000VMNY 2,072 Views
Very soon, I'll be heading off to the W3C Technical Plenary.
Sure, it's in Cannes, but it's also in February, so it's all business.
This is a time when many W3C working groups congregate in order to have time to have intergroup meeting times. So, the XForms working group will have its face-to-face meeting later in the week, but so will a dozen or more other groups. Similarly, the compound document format group chaired by Kevin Kelly will meet earlier in the week. I plan to sit in on some of that as an observer and to talk as needed about the intersection of XForms and compound document formats.
The mid-day of the plenary is a time for common presentations, one of which is a panel presentation called "Rich Web Application Backplane". Kevin is the chair of the panel, which has a number of panelists including yours truly.
The panel is basically about the notion that we have lots of rich XML processing capabilities available now, expressed as XML. This allows for compound documents that are capable of aggregating the data, views, rich user experience, and web services needed to complete a sophisticated web application transaction.
While some further work can be done to do a better job of creating more seamless integration of various components in the W3C stack, a lot of the foundational technologies are already there and in pretty good shape, so herewith is the rallying call to pull them together into an XML backplane capable of supporting the design of rich web applications.
One of the things I really like is the potential for XML events to be the glue that binds together nicely modularized XML technologies into an effective, intelligent compound document. I think an update to XML events would be useful to add certain key features, but even as-is the capture and bubble phases combined with event context have allowed me to express an integration of XML signatures into a compound document format that includes XForms and a first class presentation language (XFDL, of course).
Of course, whenever we talk about advancing the conceptual model of the web in some way, we get a certain amount of feedback about whether we are talking about evolutionary change or revolutionary change. The latter causes IT folks ot go weak in the knees over deployment issues, so branding something revolutionary is really about trying to stop it from happening.
This means that you can have a staged migration to a rich native client that directly runs the high level language because the conceptual model expressed by the language can be delivered, with few limitations, to today's client platforms-- zero footprint.
In the IBM Workplace Forms space, we call the native client "Viewer" and we call the zero-footprint version "WebForm Server". The idea is that you design an XFDL form containing precision presentation, rich user experience and business logic/dynamic interactive capabilities using XForms within the XFDL. Then, you deliver it using one of these two interactive rendition engines.
A demo of this capability is how my panel segment will end. After all, nothing trumps being able to show some of the kinds of capabilities that would be enabled by the rich web application architecture.
John M. Boyer 060000VMNY 2,264 Views
Well, it's only two days into the W3C Tech Plenary and already I have enough things to write about that I cannot possibly inflict it all upon you in one blog entry. So, I'm just going to give an overview so that I'll remember to talk about some of this stuff in more detail later.
But first, an excellent bit of humour from another long-time W3C member who also happens to live in Canada (a little knowledge of Canadian geography and politics helps with this one):
Liam: Where do you live?
John: I live in Victoria, which is near Vancouver.
Liam: Oh, I live in Ontario, which is near Toronto.
Well, it was funny when Liam said it :-)
Anyway, for the first two days here I have been able to sit as observer on other working groups as well as have some individual discussions of some importance. Here is a summary:
The chat with Liam also included his hopes for XForms eventually adopting XPath 2.0. More about this in another blog entry...
Sat in for a while on the Compound Document Formats working group. Major topic of discussion was event flow between DOMs. How do a parent and child document come to agreement on whether events flow between them? Where does the capture phase start? More to come...
Sat in on the XHTML working group. Major topic: XML events. Specifically, how to upgrade XML events to offfer authors the ability to dynamically add and delete listeners after the document is first loaded. There's not a lot of complexity semantically, but the discussion of the vocabulary involved led to a very exciting discussion about the meaning of namespaces, especially as applied to attributes. This will be a beaut of a blog entry...
Talked with Doug Schepers, who was very interested in having a declarative way of doing AJAX-like things so that the functionality could be securely enabled even with scripting off. I told him I would demo it tomorrow in my part of the Rich Web Application Backplane panel. It's called XForms. More to come...
Finally, had a very good chat with Jose Kahan and Thomas Roessler about making progress on correcting the impedance mismatch between canonicalization and xml:id, with implications for a revision of XML Signatures. Lots more to come...
Stay tuned for more on these points!
John M. Boyer 060000VMNY 1,743 Views
A lightning talk at the tech plenary is about 3 minutes long and introduces something very specific to the W3C.
I gave a lightning talk on the effecs of adding or changing the stuff in a namespace. You can see the diagram and notes here: http://www.w3.org/2006/03/01-Boyer-Lightning/SignaturesAndNamespaces_Boyer.html
Basically, got a lot of nods all the way up to TimBL himself when I said you either have to use a new namespace, or you have to internally version the language so that old processors for a vocabulary don't try to render new documents with graceful degradation of unrecognized content when the documents have been signed.
Too bad this is exactly what happened with xml:id. It got added to the XML namespace rather than some other namespace, and the version of XML didn't change. Lo' and behold, it broke something. When doing a C14N of a document subset containing orphaned nodes, C14N copies XML namespaced attributes into orphaned nodes when they don't contain their own settings for the nodes.
This is good for xml:space, xml:lang and xml:base, but it isn't good for xml:id.
Truth be told, it's kind of an edge case. In XFDL, we don't even allow you to orphan nodes when signature filtering because the structure of the language is such that an orphaned node is useless without its ancestral chain.
Still, while the problem doesn't affect Workplace Forms, we (in W3C capacity) will still endeavor to fix the problem.
Since the ship has already saled on what namespace xml:id lives in, we're going to be doing a new C14N algorithm that doesn't do the inheritance behavior on xml:id OR one that doesn't do the inheritance behavior except for lang, space and base.
Actually, it's a little more complicated than that, since either of the above choices means that C14N will again be broken in the future when either a non-heritable or a heritable attribute, respectively, is added to the XML namespace.
I think we may have to add a parameterization to the new C14N that allows the author to specify the heritable attributes. This will allow document authors to keep up with adjustments to the XML namespace.
The core WG feels that further additions to the XML namespace are highly unlikely, but I'm not convinced. Just at this tech plenary alone, I heard calls for xml:role (like HTML's role) and xml:profile (like DOM's hasFeature, it would declare that a document has a feature so the processor needs to have the feature or the document won't work). In the past, I've heard a need for xml:src (like HTML src, except HTML's default is wrong-- content should override the attribute rather than the reverse). And my personal fave would be xml:compute to express that the content of an element is computationally derived from other content. The list really does go on once you start to think about XML as an intelligent object...
John M. Boyer 060000VMNY 1,332 Views
XForms 1.0 Second Edition has been published today at http://www.w3.org/TR/xforms/
To get an idea of the quality and quantity of improvements made to XForms, please see http://www.w3.org/2003/10/REC-xforms-10-20031014-errata.html
Based on this improved foundation, the XForms working group will now be focusing its energies on the completion of XForms 1.1. To get an idea of what will be available, check here: http://www.w3.org/TR/xforms11/
The one comment I would make about the above working draft is that the we will almost certainly revert to using the same namespace currently used for XForms 1.0, and instead use some mechanism within the language to do versioning.
In keeping with my prior post about signatures and namespaces, it is important to version a language either internally or by updating the namespace URI. Previously, we chose the namespace route because XForms is designed to be hosted within another language, so it has no root element of its own to which a version could be attached.
However, XForms 1.1 is using some special schema wizardry that allows it to have a "chameleon" namespace, which will make it easier to import XForms into a host language like XHTML without namespace qualification. I'm not a big fan of doing this, especially for host languages other than XHTML because it becomes harder to find the XForms within another document and host the XForms functionality separately from the original host language.
Nonetheless, the feature is there and it occurred to me during the W3C tech plenary that the chameleon namespace could be used to put XForms 1.1 back into the XForms 1.0 namespace. That means that XForms processors trying to determine what semantics to attach to the vocabulary need some other way to make their decisions. So we simply have to solve the versioning problem without using a change of namespace URI.
The camp that wanted us not to change namespaces will be happy. My own XSLTs will be happy too.[Read More]
Well, no blogs from me next week, so seems a good idea to knock off another one this week...
XML namespaces rec (pardon the pun) states that an attribute which is namespace unqualified is 'local' to an element and is uniquely identified by a combination of the attribute local name and the type and namespace URI of the containing element.
The word identify really should be used more sparingly, as here is a case where its misuse has caused years of confusion and acrimony in the XML community. An identifier is something that established the identity of something else. You cannot have two things associated with the same identifier unless they are identical things.
I am often frustrated by seasoned W3C folks who say that "this depends on your definition of identify" and honestly believe this is a defense of the confusion in the namespaces rec. This is like saying ot me, "Well you're right unless you have a definition for identify that doesn't identify things, which is what we did at the W3C."
To see the problem, you have to look earlier in the spec where a namespace n1 is associated with a URI and then the following code appears:
<good a="1" n1:a="2" />
The problem is that the element 'good' is in the same namespace as n1. So now you have local attribute a that is essentially given meaning by an element that is in the same namespaces as the 'global' attribute n1:a. Yes the two attributes have different values.
From this we have to infer that, although a local attribute is given meaning based on the containing element and its namespace, a global attribute with the same local name and namespace qualified into the same namespace can actually mean something totally different..
In other words, we have two attributes with the same local name, contained by the same element, and given meaning by the same namespace URI, but they are not identical. This is the local attribute not being 'identified' (in my sense) by local name and containing element type and namespace.
The technically subtle W3Cer will tell you that there was no reason to spell out using words in the normative part of the spec the fact that the two attributes are different things because the spec says that local attributes are in a different partition than global ones. Problem is, this partitioning info is in a non-normative part of the spec, and particularly in the same part that has the language about how local attributes are 'identified' by local name and containing element type and namespace.
Anyway, the upshot is that an XML vocabulary does not need to but is allowed to say that local and global attributes with the same local name can mean different things. If they're supposed to mean the same thing, then the XML language has to define a precedence rule for what happens if the two attributes differ in value. Here's an example:
Question: Is the price in USD or Euros?
Answer: Depends on who designed the language.
Second answer: Don't do that.
Interestingly, the XHTML working group came up with a fascinating example where it is legitimate and sensible to have a global and local attribute with the same local name but completely different meanings. It has to do with the next version of XML events. After hours of discussion, the decision was that they weren't going to do that (second answer above). Not because it's illegal, but because it's too subtle for most XML people.
Well, the XHTML group may change their minds, but even if they don't, the example is really worth understanding because it actually makes sense why you'd want to have the two attributes mean something different. Stay tuned, I'll tell you all about it when I get back...[Read More]
John M. Boyer 060000VMNY 2,473 Views
Continuing from the last post, here is a reasonable use case for having a global (namespace qualified) attribute with the same local name as a local (unqualified) attribute, where the attributes do not have the same meaning and the global attribute is in the same namespace as the containing element.
The current version of XML Events allows you to declare a listener for an event on a node. There are multiple ways to do this, but the easiest is to use a global attribute in the events namespace (signified by the prefix ev below):
An xforms:trigger can be represented, for example, by a button widget, and pressing the button results in a DOMActivate event on the trigger.
The ev:event declares the name of the event to listen for, and the default value for ev:target (when it's not specified) is the parent element of the one containing the ev:event. So, the above declaration causes a listener to be created for the occurrence of the DOMActivate on the trigger. The handler for the event is given by the content of the xforms:action that bears the ev:event. An example of an action to be performed would be inserting a node of data (which would likely correspond to adding a row to a repeat table).
All of this is just plain vanilla XForms so far. But at the W3C tech plenary, the XHTML working group began discussing upgrades to XML events. The reason is that the current version of XML events declares listeners that are created at the moment when the DOM node being listened to is created. There's no way to create a listener later in the life time of a document, possibly contingent on some condition or the occurrence of some event.
Syntax for this could look something like this:
In this example, ev:listener is an action handler for the DOMActivate event that happens on the trigger. So when you activate the trigger (press the button), a listener for event Y is created on the node with id="X".
The local, namespace unqualified attribute 'event' tells the event that the listener will listen for. The global, namespace qualified event 'ev:event' tells the event whose occurrence causes the ev:listener action to be performed.
This is a very neat and compelling example where a local attribute (event) which is given meaning by a namespace (XML Events) might legitimately have a completely different meaning than a global attribute with the same local name and same namespace as the containing element (ev:event).
Although the XHTML working group quite liked this solution, they had a lengthy discussiona and concluded that this aspect of XML namespaces is not understood well enough to rely on the feature without confusing document authors. Of course, they are free to change their minds later, I would say that the above syntax is not likely to see the light of day in a W3C recommendation.
That's why I'm blogging it. Because even if it goes away, we still need to try to increase understanding of this aspect of namespaces and attributes, and nothing does that better than a good example, and this is the first one I've seen.
And we can thank Steven Pemberton for it![Read More]
John M. Boyer 060000VMNY 1,936 Views
IBM is interested in all manner of open standards, including XForms, because they allow organizations to express their information assets in a format that can more easily be preserved as one incorporates more technologies into an application over time to meet evolving business requirements.
As Kevin Kelley (STSM, emerging standards) explained in a telecon this morning, the standards are like an on-ramp that allows assets to be developed over time. If you care about reuse of those assets, then you care about standards.
To be honest, this is the same argument that drove XML to the ubiquity it currently enjoys. With XML, we sought to standardize how data models are expressed. With XForms, we seek to standardize the expression of processing models over that data.
Some upcoming posts:
1) What does XForms actually offer?
2) How does XFDL fit into the above open standards story?
3) What makes XFDL+XForms an ideal format for archival, transaction auditabilty, and transaction security purposes?
John M. Boyer 060000VMNY 1,780 Views
The powers that be asked the dW bloggers to help spread the word about the download availability today of DB2 Viper Release Candidate 1.
Please see www.ibm.com/db2/viper
You can also get more info from
Anyway, why does this make sense on a blog about Workplace Forms?
As I said before in this blog, the purpose of a form is to collect data. If you want to collect data about a pizza order, you don't want us, but obviously there are more sophisticated information needs than that, right!
Question is, once you've got the data, what do you do with it?
There's always a server side to any web application. Products like DB2, Content Manager, and Portal Document Manager are about providing high strength persistence tiers for the consumption of data collected across an enterprise or across enterprises. Products like WebSphere Application Server and WebSphere Portal Server are about creating that middle layer that creates the logical bridge between from the point where you have the data to the point where you know what to do with it (something has to decide where to put the data, what data to retrieve, etc.).
And IBM Workplace Forms is there to put a beautiful face on it all by intelligently collecting data of any level of complexity while providing a richly textured user experience. And DB2 Viper is an especially good fit with IBM Workplace Forms because our forms contain XForms, which is a pure XML play, and the most significant addition to DB2 in Viper is the native-XML data model.
The purpose of XForms is to express the core XML data processing asset used in sophisticated data collection scenarios.
In fact, it would be better if XForms were called the XML data processing language (XDP or XDPL) because XML is about standardizing data and about 80% of business transactions are based on filling out some kind of form to collect the transactional data.
An XForm contains one or more XML data instances. An instance is an arbitrarily structured XML data document that is typically an instance of some XML schema that expresses the static validation rules for a target namespace.
One can write an XForm without an XML schema by just expressing the XML data in an instance. This is because XForms provides other channels of data validity checking that can be easier to work with when only simple data type validation is needed. For example, you can use an XForms
But XForms validity checking is also dynamic, in recognition of the fact that validity of some values can be based on other values or the aggregation of other values. For example, in an interlibrary article request, the upper bound page number in the journal must not be less than the lower bound page number. Or, the user is only authorized to make a purchase order with less than $10,000 total value.
The latter example is important because it leads to the conclusion that we not only need a way of testing data values relative to other data values, but also that we need a way of calculating data values that are then used in validity tests.
From there, it is not a big leap to conclude that generalized XML data processing requires some way to indicate dynamically whether further changes should be allowed to certain pieces of data or whether certain parts of the data are still applicable to the transaction based on other data values. A good example is a mortgage preapproval form that can handle both single and joint applications. The co-applicant data is only relevant if the user selects the joint application mode.
XForms allows the form author to express formulae for these aspects of data, which are called model item properties, or just MIPs. Not too surprisingly, the names of these MIPs are
Of course, there is no point in representing data, calculating values over data, and validating data if you have no way to change the data. XForms allows simple content data values to be changed, but it also allows insertion and deletion of larger blocks of data that contain internal structure because this is essentially what's needed to add or delete a row from a table.
Most importantly, XForms offers form controls that expose data to the surrounding application context. If the data changes, the form controls change. This includes not only exposing a changed simple content data value, but if a set of form controls are associated with a repeated sequence of structured data, and the number of data nodes in the sequence changes, then form controls are created or destroyed as needed to respond to the change of data.
XForms is all about thinking of the data first and driving outward to how that data gets exposed to applications. Perhaps the most prevalent of such applications are for presenting the data to a human user, though even human users have highly varied capabilities. For example, the desktop user and the PDA user have very different visual capabilities. Of course, this argument extends easily to meeting the far greater accessibility needs of the sight-impaired.
For this reason, the XForms form controls represent what I've often called an intent-based user interface. It's kind of neat to see the term popping up more frequently now. It gets to the heart of the matter: XForms does not provide a presentation layer. XForms relies for presentation on a host language like XFDL (in Workplace Forms) or XHTML (in web browsers). I am certainly hoping that VoiceXML will come to the conclusion that they should soak up the benefits of XForms rather than reinventing all of this stuff over again (partly because almost everybody underestimates how much work goes into it until it's too late; but maybe they will prove to be wiser than the rest).
I sometimes get asked whether XForms will next extend itself to standardizing the actual presentation layer. Clearly, from above the answer is no. XForms standardizes the core XML data processing asset, and more work will go into doing a better job of that. The key issue we want is to address interoperability and reusability across applications and user contexts of the data processing behaviors that are fundamental to completing a transaction.[Read More]
An interesting comment showed up on my prior post that seemed worth discussing as part of getting around to talking about what XFDL does for (and with) XForms.
In the last post, I talked about what XForms does and what it doesn't do from the big picture perspective. XForms does seek to standardize the language for the core information processing asset expressed within a form. XForms does not seek to standardize the exact presentation of a user interface. XForms delegates this task to different XML host languages like XHTML or XFDL (or others in the future like, hopefully, VoiceXML). These host languages exist to satisfy different requirements that exist beyond the core information processing requirements, but XForms allow us to design the underlying application once and handle presentment and other orthogonal requirements as the separate issues that they are.
The comment came in saying that one thing XForms doesn't do is allow the URL of a submission to be dynamically calculated. This is a technical limitation that does not affect the big picture of what we're trying to achieve with XForms. The XForms language does contain some technical limitations like this. Many of them are being addressed in XForms 1.1. This issue in particular should be addressed in the very next working draft of XForms 1.1.
However, because we have to deliver products that can be used to build applications now, it sometimes happens that implementations have to lead the standard with custom extensions until the standard comes along and specifies the common way that everyone on the working group agrees is the way the language will express a feature.
In XFDL, we make relatively few changes to XForms because we want our documents to be as conformant as possible. However, this particular issue of a dynamic URL comes up in almost all of the forms applications we have every deployed, so we did not feel we could make our next release of Workplace Forms without some ability to do a dynamic URL on an XForms submission. At the same time, we do like it to be clear to the form author when an extension is being used. As a result, the addition was made using an attribute in the XFDL namespace. This makes it easier to find those bits of our XForms-based documents that will need special attention when trying to get them to interoperate with other XForms implementations.
In the upcoming release of Workplace Forms, you can create XForms-based applications that include a dynamic URL component by using an
In XForms 1.1, I am expecting a more general mechanism that will allow the instance data to be used to set not just the URL, but eventually many of the other parameters too.[Read More]
I am the happy owner of an excellent new book entitled "Document Engineering" by Robert Glushko and Tim McGrath. The reader goes on journey through many of the XML technologies that are brought to bear to solve business informatics problems. The journey does not jostle and stab with so many pointy brackets, but rather focuses intently on why we need all of these technologies and how to put them together sensibly.
There are so many nuggets of wisdom in the book that of course I cannot tell you all about it in this blog. Just like the Matrix, you have to see it for yourself! But I would be remiss in not giving you at least a taste, especially since the message is so closely aligned to the value proposition of XForms and, indeed, XFDL+XForms.
In other words, XML documents are the lifeblood of a service oriented architecture, and XML technologies are valuable because they help us overcome the limitations of rigid, monolithic systems.
With Workplace Forms, we combine XFDL and XForms to achieve a somewhat elaborated version of this view in which the forms themselves are the documents that make their way through a service oriented architecture, interacting according to their own rules of engagement to achieve validity of the contained XML data document and more efficiently achieve the intent of a business process.
In other words, the SOA is the infrastructure, the XFDL form is the medium, and the XML data is the message. With this analogy, it is easy to see that the powerful words of Marshall McLuhan are applicable: The medium is the message. The more powerful the medium, the more powerful the message. An XForms layer around XML data trumps a system in which only the XML data is standardized. An XFDL layer around the XForm... transaction auditability, digital signature security, comprehensive accessibility, rich text, globalization, and on and on. All the things we get to talk about in future installments of this blog.[Read More]
John M. Boyer 060000VMNY 1,952 Views
What is the value proposition of an open standard?
XML is fairly pervasive, so we rarely ask this question of XML anymore, but once upon a time the question came up a lot as business managers tried to figure out why the technical people were insisting on spending money to move to XML. And the truth is that the impact is difficult to measure precisely, so open standards are sometimes a bit of an uphill battle. Nevertheless, the software engineering benefits are tangible and increase in magnitude over time.
One benefit is, of course, the human resource factor. Given a schema or DTD for a pile of pointy brackets, human beings can learn a lot about your document format quickly, which means they can become proficient more quickly and be more efficient overall at moving information into and out of the document.
This has an impact on the development of software systems. The software engineering benefits of increased interoperability/looser coupling of system modules have a significant positive effect on the time and cost efficiency of software development. Really, it's the same benefits as a service oriented architecture, which is why SOA and XML documents are such a good match.
But XML standardization has a deeper impact as it also places a value on the document format. In other words, the document format becomes a product in and of itself. A software system based on an XML document format is more valuable than one that is not because it is easier for enterprises to migrate to or from the document format. The benefit to a vendor of enterprises being able to migrate to the vendor's format is immediately obvious, but the ability of the enterprise to migrate from the vendor's format is also surprisingly valuable to the vendor. This is true not just for the obvious reason that being trapped in a document format is inherently costly to an enterprise. So, the enterprise can more readily adopt a vendor's solution when it does not imply vendor lock-in, but frankly it is the capability to more easily migrate away from the vendor's solution that becomes a selling point. A vendor can say, "We know you have a choice, so we're going to be responsive to your needs and deliver quality software so you keep choosing us."
It is with all these benefits in mind that we moved the predecessor of Workplace Forms to an XML syntax called XFDL. The XFDL language is an XML vocabulary that simplifies the design, development and deployment of high precision, secure forms applications that provide a rich user experience.
Of course, the first thing we did with our new XML syntax was to report it to the W3C in a document which became a W3C Note. The purpose of a W3C Note is to bring to the attention of the W3C something that contains aspects worth of consideration for standardization. The W3C does not and never will standardize a vendor's submission. But it does take note of its own notes! A positively reviewed note is likely to result in some movement in the standardization world. In the case of XFDL, that movement has occurred all over the place, including the likes of XPath, XML Schema, XML Signatures and Canonicalization, and XForms.
Of course, XFDL now incorporates XForms to express all aspects of XFDL that it can. And like a good standard ought to do, XForms itself incorporates other W3C technologies where appropriate, like XPath and XML Schema. But XForms depends on a host language to deliver the actual user experience, and there are aspects of a precision presentation and rich user experience that properly belong at the host language level. And XFDL even encodes these bits with the most pervasive standard of all -- XML.[Read More]
John M. Boyer 060000VMNY 1,880 Views
We usually think of a document as a file. A file is, at the operating system level, a unit of information. The OS can associate properties with it (like who can read it or write it), and the file can easily be moved from directory to directory or computer to computer with standard tools like FTP, email, or flash drive.
The XML recommendation defines a document as that which conforms to BNF rule #1 of the XML syntax. Of course it is useful if an XML document is the sole content of the unit of information being transferred, i.e. if the XML is the only thing in a file. This is because XML tools tend to be built with programming languages that expose services of the operating system.
However, the most important part of an XML document is capable of being contained within another document. In fact, XML canonicalization strips away the part of an XML document that would prevent the result from appearing as element content.
This is the idea that XForms uses when it expresses XML instance data within a larger document, and specifically within the
This paradigm works well enough if you think of a form as an ephemeral view of a back-end database or content repository. However, people find it easier to work with a document in the file sense of the word. we like to save our document, email it, reload it the next day or on a new computer, and especially on a computer that has become disconnected from the net or from the original web application context that would be associated with the ephemeral view kind of form.
Enter the document-centric approach of Workplace Forms, the technological basis of which is an XML document whose element names belong to the XFDL and XForms vocabularies. Moreover, the underlying XML data document is still incorporated by the
A key difference is that being a document implies that the form with eventually have to be re-serialized, e.g. to save or sign the form. XForms doesn't really talk about how to reintegrate the live, modified XML data back into the document, but in truth it's really not that hard. The main technical hiccup on the XForms side is that the
The conclusion, though, is that a Workplace Form, or XFDL document, is a cross between an office document and an mobile intelligent agent. It can be saved, reloaded, printed, emailed, archived, signed, submitted to web application and portal servers, and participate in document management, records management and content repository processes. This is how the notion of document makes a form be more than just an ephemeral view of data.[Read More]
Today is an exciting day for the IBM Victoria Software Lab because today we have been pushing the new version of the IBM Workplace Forms product line into the IBM release queue. General availability is on June 13th, but it's on its way folks!
The IBM Workplace Forms product line is designed to simplify the process of creating and maintaining forms-based web applications. The flagship knowledge product of the product line is an XML vocabulary called XFDL, which is an XForms-enabled language that provides a rich and precise presentation layer for XML data. The IBM Workplace Forms software supports the full life cycle of XFDL documents, from creation to run-time to processing of completed form documents.
The IBM Workplace Forms Designer is an eclipse-based visual development environment for creating XFDL documents. It has a main canvas for drag-and-drop design of the user interface. The drag-and-drop palette has all the usual suspects for atomic form controls as well as containment controls like repeat tables and group/switch panes. The user can also add custom groups of controls to the palette as single new controls. This makes it easy to standardize constructs like toolbars or address blocks across all forms in a workspace.
It is no surprise that a form filled with the Viewer and with WebForm Server are indistinguishable to the web application developer. Our intent is to provide a single document paradigm for the form design and the web application development. So, both of our form run-time products are based on a common API that understands and implements much of XFDL. Although the nature of XFDL as an XML vocabulary means that standard XML tools could be used to process XFDL documents, the XFDL API is also made available to the web application developer. The idea is that your servlet/portlet will require less coding if you use an API that understands not just XML, but the XML vocabulary of the document. For this reason, the IBM Workplace Forms Server contains not just the WebForm server, but also the API.
Rounding out the Server product is the IBM Workplace Forms Server - Deployment Server. This server facilitates mass deployment of the Viewer and custom viewer extension files by providing an on-demand install experience that can be customized by the server adminstrator.[Read More]
John M. Boyer 060000VMNY 2,268 Views
Since I couldn't put it better myself, let me quote from an email today from John Schumacher, our Development Director for Content Management Applications for Websphere Portal, Workplace and Domino:
"Please join me in congratulating the WorkPlace Forms team. This morning, on schedule, WorkPlace Forms 2.6 was made available for eGA on passport and is also available for download internally on Extreme Leverage!!!! I have already downloaded my copy. Keith MacKenzie and his team have done a tremendous job staying focused on the delivery of this major release ... The Forms products are now Internationalized to help support world wide sales, provides market leading support for the XForms standard which differentiates us from our proprietary competitors... and has aligned our development tool story with the rest of the IBM."
I am very pleased personally that we have been able to create the union of XForms, product globalization, and precision forms technology offered via the XFDL language. It is particularly satisfying this week since the IBM Victoria Software Lab is hosting the XForms face-to-face meeting starting tomorrow. It's always good news to see XForms implementers deriving power, efficiency and overall benefit from XForms, but being able to announce general availability on the first day of the face to face meeting you are hosting... cat to the cream!
And finally, this release and the completion of the XForms face-to-face will open up my ability to talk about more pointy bracketed things on this blog in the coming weeks :-)[Read More]
We've been quite busy today in the XForms working group. Our work has been focused on modifications of the functionality of XForms submission for XForms 1.1. Tomorrow we will address any details that come up as the pieces of the spec are put together for the next working draft, but here is an overview:
Tomorrow we will be discussing aspects of the XForms type model item property. I'm anxiously awaiting the outcome because, frankly, I've been waiting a few weeks now to tell you about these aspects, but I need the group resolutions to occur before posting my comments. I think it will turn out well, though![Read More]
I got a note from Eric Bruchez reminding me to comment that XForms 1.1 will also make available submission response header information in the xforms-submit-done event context, which helps complete the story about ATOM.
Yesterday was also a really good day in which we worked out some challenging issues related to the XForms
One reason this was important was for ensuring that we had a proper answer for the last technical question about XForms basic. We confirmed it was not an issue for basic, so you can expect to see basic progress through the rest of the W3C process RSN (real soon now).
We also came to agreement on the meaning of the
And the answers are... the
This is a reasaonably nice synchronization of what a user can modify via user interface bindings, what a calculate can modify, and what the type MIP actually validates.[Read More]
John M. Boyer 060000VMNY 2,023 Views
In the final day of the XForms face-to-face meeting today, we made great progress for XForms 1.1 defining synchronous or asynchronous submission.
A number of current implementations of XForms 1.0 perform instance data relevance pruning and validation followed by initiation of the data submission. The upload and download of octets occurs asynchronously, and when completed, the xforms-submit-done or xforms-submit-error is dispatched. However, the current recommendations for (DOM2) XML events and XForms actually describe a synchronous procession that starts with dispatching an xforms-submit through fives steps of default processing from relevance pruning and data validation all the way through to completion and dispatch of xforms-submit-done or xforms-submit-error.
A difference of behavior occurs when an action sequence contains a
In reality, form authors should put the follow-on actions after a send into a handler for the xforms-submit-done event, since actions over data should only be run if the submission succeeds. Still, what's a working group to do?
We'll be adding a new attribute, probably called mode and probably having the value synchronous or asynchronous, so that the form author can choose which behavior is best. The synchronous behavior will have other advantages like suspending user interaction with form controls, but the default will undoubtedly be asynchronous.
Meanwhile, XForms 1.0 authors, get into the habit now of putting actions that operate over submission response data into the xforms-submit-done handler, not after a send action.[Read More]
John M. Boyer 060000VMNY 1,957 Views
Now you can get free access to the trial versions of IBM Workplace Forms software. The trial software includes the Eclipse-based visual design environment as well as the rich client viewer (a desktop application and web browser plugin). The suite includes a server component that delivers the form viewing and rich user experience with a zero footprint on the client (using the existing web browser only with no client-side install). However, the server product is not part of the trial software.
Workplace Forms supports development and deployment of XML forms and XForms-based XML forms in the following languages: Chinese Simplified, Chinese Traditional, Croatian, Czech, Danish, Dutch, English International, Finnish, French, German, Greek, Hungarian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Portuguese Brazilian, Romanian, Russian, Slovakian, Slovenian, Spanish, Swedish, and Turkish.
One final note is that in order to get the trial software, you have to get an IBM developerworks ID. But that's free and easy to do, and the benefits immediately begin with access to the most powerful, advanced, pure XML electronic forms system on the market today.[Read More]
John M. Boyer 060000VMNY 2,122 Views
Someone wrote me recently asking how they could aggregate a number of form controls together to achieve a common purpose.
Sidebar: It is legal to use the word they as a singular pronoun. And not just when the answer to the question he/she or s/he asked is applicable to a plurality of people, it can be used at any time to avoid those horrible slashing language kludges. Still, I have to admit it's easier on the ear when the answer applies to many.
Of course, the answer to the above question applies to many! I'll use the syntax of pure XForms as a pseudo-code for your visual experience in the Workplace Forms designer, where you can add whatever presentational beautification seems appropriate. So, let's say you want to aggregate the input controls to collect the parts of a phone number. Since forms are often written per locale, I'll focus on the North American format, since the same idea applies to other formats. The format consists of a 3 digit area code, a 3 digit exchange and a 4 digit local. So your instance data would look something like this:
<xforms:instance xmlns="" id="X"> <phone> <areaCode/> <exchange/> <local/> </phone></xforms:instance>
Now you'd hook up input controls to allow the user to enter data for each of these parts. We'll talk about the elided part of each control in a moment:
<xforms:input ref="areaCode" incremental="true" id="areaCode"> <xforms:label>Area Code</xforms:label> ...</xforms:input>
The automatic tabbing feature begins with the
Every time you change the data associated with an XForms form control, the control receives an
<xforms:input ref="areaCode" incremental="true" id="areaCode"> <xforms:label>Area Code</xforms:label> <xforms:setfocus ev:event="xforms-value-changed" control="exchange" if="string-length(.)=3 and . >= 0"/></xforms:input>
OK, all of this is simple enough, but why did I use the future tense. The reason is that XForms 1.1 is a working draft. XForms 1.0 is the recommendation, so what can you do now. Well, for all of its elements, XForms 1.0 defines the "Common Attributes" bundle as including any foreign namespaced attributes. This was done to allow host languages (like XFDL for Workplace Forms) to be able to add their own enhancements in advance of the recommendations to meet pressing business needs and also to experiment with the best ways of adding new features to the XForms language. In this case, the need for conditional execution of an action is clearly needed, and it's pretty much a done deal that the
<xforms:input ref="areaCode" incremental="true" id="areaCode"> <xforms:label>Area Code</xforms:label> <xforms:setfocus ev:event="xforms-value-changed" control="exchange" xfdl:if="string-length(.)=3 and . >= 0"/></xforms:input>
That's all folks![Read More]
John M. Boyer 060000VMNY 4,020 Views
Continuing with the last blog, you saw autotabbing at work, and clearly three XForms controls were working together to collect some common data. But here we're going to refine the aggregation of the controls in both the user interface and the model layers.
For starters, suppose a larger example in which the phone number being collected is not the only piece of data, but rather is nested deep within a larger XML data structure:
<xforms:instance xmlns="" id="X"> <data> ... <customer> ... <phone> <areaCode/> <exchange/> <local/> </phone> ... </customer> ... </data></xforms:instance>
In the prior user interface, the three input controls relied on the fact that the default evaluation context for user interface bindings is the root element node of the instance. Even though the
<xforms:group ref="customer/phone"> <xforms:input ref="areaCode" incremental="true" id="areaCode"> <xforms:label>Area Code</xforms:label> ... </xforms:input>
The second thing you may want to do is to combine the three components of the phone number together into a single result. There are quite a few ways to do this, so here we'll just pick a simple way and run with it. Say, you were to add an attribute called
<xforms:instance xmlns="" id="X"> <data> ... <customer> ... <phone number="2505551212"> <areaCode>250</areaCode> <exchange>555</exchange> <local>1212</local> </phone> ... </customer> ... </data></xforms:instance>
It's then an easy matter to combine the three phone number components together to form the full result using an XForms calculate formula:
<xforms:bind nodeset="customer/phone/@number" calculate="concat(../areaCode, ../exchange, ../local)"/>
The advantage of XForms calculation is immediately clear when you consider that any user data entry
I have a three items of interest for you today.
First, I've updated the wikipedia entry for XForms. It now mentions the IBM Workplace Forms implementation in appropriate places. I also updated it to make the intro more understandable and to draw attention to the Ajax-like behavior of XForms instance replacement submissions. I also added a few more external links, including links to XForms-related blogs (including this one, of course).
Second, in its ongoing effort to refine the technical precision of XForms, the working group today published a collection of errata for XForms 1.0 Second Edition. In my view, the three most important are
The working group currently plans to publish further errata for XForms 1.0 Second Edition in August.
And thirdly, the working group today initiated the publication of an update XForms 1.1 working draft, which should appear by the end of the week. This will be the second to last "thin" spec (a spec describing only new features). We expect to publish one more thin spec near the end of August, then we will migrate to a full spec by merging XForms 1.0, the errata, and the new features in the thin spec.[Read More]