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Attached Forms that automatically fill in with info.

saj
Registered: Oct 15 2008
Posts: 52

Is there a way if I have a master document and the customer fills out information on the form, such as name and company. Then a attached document/form is opened that has the same information it will automatically be filled in with out having to re-enter it?

My Product Information:
Acrobat Pro 9.0
George_Johnson
Expert
Registered: Jul 6 2008
Posts: 1876
It's not clear to me what your proposed workflow is. Can you provide more details? The more information the better.

George
saj
Registered: Oct 15 2008
Posts: 52
sorry--let me try this again.

I have a Master form that our customers will fill out, with information such as name and company. On this master form are button fields to other forms that will also need to be filled out. I have embedded these other forms in the master form by 'Attaching a File.' So, when the customer needs to fill one of these out, they click on the appropriate button and a new pdf opens up.

what I am looking for is how to link the information from the first form to the information on the second form. So, when they open up the second form the 'name and company' information will automatically fill in from the master form.

Does this explain it better?
George_Johnson
Expert
Registered: Jul 6 2008
Posts: 1876
Yes, much better.

You can do what you want, but it will take some JavaScript programming. In particular, the first document has to have it's "disclosed" document property set to true. The subsequent documents can then access it by looking at the list of loaded documents returned by app.activeDocs. When you get a reference to the master document, you can then access its fields. Since you can access its fields, you can get values form its fields and put them in the fields of the current document.

Have you done much JavaScript programming in Acrobat?

George
saj
Registered: Oct 15 2008
Posts: 52
nuts...I was afraid you were going to say that.

I am very new to it. Most of the scripting that I've done has been by searching the internet and plugging it in.
gkaiseril
Online
Expert
Registered: Feb 23 2006
Posts: 4307
If you use a master form with all the data you need to collect one can complete the form and then export the form data to an FDF or XFDF file. Then that exported file can be imported into any other PDF form with form fields having the same name as the master form and the data from the exported PDF will automatically populate the fields.

Adobe tried to establish a standard naming system for personal data in forms under the acronym of "PFN". On the full product CD's that contained sample forms, there was folder called "PFN". There are examples on how to combine individual fields like the various parts of a name into a larger field of the combined parts of the name. I have even seen a 3rd part product that would collect all the data for an individual and save the data in an FDF file for each person and then one could select one or more person's FDF and one or more PDF forms and the set of requested PDF forms would be printed for each requested individual.

George Kaiser