About AEM forms Workbench

A perspective is a group of views and editors for accomplishing a specific type of task. Workbench includes several perspectives that are optimized for developing specific application assets:

• Process Design (See Opening the Process Design perspective .)

• Form Design (See Opening the Form Design perspective .)

• (Deprecated) Document Builder (See Getting Started with (Deprecated) Document Builder )

• Guide Design (See Guide Design perspective)

• Data Model (See Using data models with processes .)

  Workbench also provides the AEM forms Runtime View perspective. This perspective is useful for seeing all of the assets that are active on the AEM forms server. This perspective is useful when your environment includes assets created using AEM forms and resources, processes, and event types that were created using previous versions. (See Leveraging legacy solutions in AEM forms .)

  You can switch to another perspective by selecting Window > Open Perspective or by clicking one of the perspective buttons in the toolbar. You can switch between perspectives freely, but only one is displayed at a time.

  The perspective that was last active is reactivated the next time you start Workbench.

  You can customize a perspective to suit your personal preferences by selecting, placing, and sizing the editors and views. Your personal preferences can change and are dependent on what you want to accomplish for your development tasks.

A view , which is a tab within a window, contains a set of elements such as a navigation tree or fields for setting property values. Views include menus and toolbars. You can open and close views and dock them in other locations.

A perspective has a defined set of views. The views in a perspective support the tasks you perform in that perspective. For example, when you are creating processes, the views displayed in the Process Design perspective relate to drawing and configuring process diagrams.

An editor allows you to create and edit objects or files of various types, such as process diagrams and forms. The editor opens automatically when required. For example, if you open a form, the associated editor opens.

More than one editor can be open at once. Tabs in the editor area indicate the names of the objects or files that are currently open for editing. An asterisk (*) beside the name indicates that the file or object has unsaved changes.

As with views, you can open, close, and dock editors to suit your preferences.

Preferences are available for personalizing the behavior of Workbench when you open assets. Select or deselect the following options and click Apply.

Automatically Open Associated Perspectives When Editing Assets:

Select to automatically switch to the perspective that is associated with the type of asset that you open. For example, when you open a process, the Process perspective is opened.

Perform Asset(s) Checkout Automatically:

Select to automatically check out assets when you open them.