Engaging with customers (or employees) involves collecting information from them. To sell an insurance product, for example, you need to know what kind of insurance, how much, who's it for, their age, and a whole raft of other information. This is how we end up being able to provide a customer with an insurance quote or product, a financial preapproval, a medical appointment, and this is how we process IT requests, support requests, purchase orders, expense reports, etc.
If you're architecting a web-available XML-based information system, you will typically define the XML data required by the system. Specifically, what information does the organization need in order to process a transaction with a customer or an employee? A result of the design work will be an XML schema that describes the overall data structure and the data types for the back-end services that process the transactions. Then, a form is created to provide a web-based data collection interface for the data. Finally, there is the possibility of java servlet code in the middle to convert the data values collected by the form into the XML data structure required by your back-end services. Unless...
With IBM Forms 4.0 Designer, the XML schema describing the data structure can be consumed directly into the form design experience without the form author needing to understand anything about XML schemas. The "form author" skillset includes high precision GUI work to create either a UI that conforms to some regulations or a UI that captures and keeps the user's attention. The form author isn't and shouldn't be worried about the data structures. They want to drag and drop stuff onto a design canvas, and so much the better if the design environment makes sure that the GUI items are automatically mapped to the data structures needed on the back end to process the data collected by the form.
Here are two videos that give you an idea of what this design experience looks like: Schema-driven Forms Design and Schema-driven Forms Design and Dynamic Tables.
The form author has been provided with the data schema, and they just pull it into the design experience and ask for the data structure to be created based on the schema definition. Then, they drag and drop the GUI representations of the data elements to automatically create groups of user interface controls that are mapped onto those XML data elements. This leaves the form author free to focus on issues of colors, borders, GUI layout, and so on because the form automatically collects the data in the XML format defined by the XML schema. The form author needs no knowledge of XML schema, nor XML markup for that matter, to build up the form user interface.
The drag-and-drop operation is responsive to data types, so it creates different UI controls for various data types, such as calendar pickers for dates, check boxes for booleans, dropdown menus for closed enumerations, and comboboxes for open enumerations. The operation is also responsive to XForms label annotations on element and attribute definitions as well as enumeration items, so rather than using XML element and attribute names as the default values placed into the user interface, the data architect can assign friendly prompts or labels for element and attribute data to be collected as well as enumeration items appearing in lists.
The drag-and-drop operation is also responsive to structural definitions. If the form author drags and drops a piece of data for "Personal Details", then UI controls will be created for single child elements like "Name" and "Date of Birth" but whole subgroups of controls will be created for subtree elements like "Address", which may be comprised of child elements like "Street" and "City". Moreover, if an element being dropped includes a repeating subtree element, i.e. one bearing a schema maxOccurs value greater than 1, then a dynamic table element is created, including the insert and delete buttons that allow a user to insert or delete rows from the table.
So, have a look at the special demo videos above to see the work in action, then plug "IBM Forms" into your search engine, go to our site and download the Designer and Viewer trial software so you can give it a test drive, and stay tuned to this blog because in my next post I'll take you through a sample schema and show you exactly what bits of schema trigger the IBM Forms Designer to do something delightfully automatic for you.
Designing Success: Bring the Customer to the Enterprise by Bringing the Enterprise to the Customer