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Autopopulate footer or background based on form field input

fvm2000
Registered: Nov 13 2008
Posts: 9
Answered

Hi !

First post here. I'm an intermediate Acrobat user, and I've spent the past two days trying to figure out a way to do this.

I have several documents published internally. These documents are test checklists. For reasons of formatting consistency, internal security and confidentiality, we do not want users accessing the source documents (Word and/or Excel). We therefore publish them in pdf format, read only, with security settings preventing mods and copying.

I have two information items (Customer Name and Project number) that users need to add to the document prior to printing it. The source documents have two boxes on the front page where users can write the information required.

My goal is to have users open the published pdf and use Reader to complete the two values on the front page (using text fields). I then want the values of these two fields added to the footer of page 2 onwards. The document will then be printed, and not saved.

As an added feature, it would be nice to force the user to input the values for the fields before being permitted to print.

I know I could add fields on each page and get the values from the fields on the front page, but some of these documents are 50-80 pages long and I have upwards of 300 of them to manage and each of the source documents is updated on a regular basis to boot.

Any ideas ?

George_Johnson
Expert
Registered: Jul 6 2008
Posts: 1876
You will need to add the fields somehow. The good news is this can be done with JavaScript and a batch sequence, or other ways, such as with a custom menu item or toolbar button. This should make it very easy to manage. If you need help with the JavaScript, post again. Several articles by Thom Parker in the JavaScript Corner here will probably help.

If the fields used for the footer have the same names as the input fields, the values will automatically copy.

Regarding preventing printing, you cannot absolutely prevent it, but you can set up a Print button on the document that only works if the fields have been filled by the user.


George
fvm2000
Registered: Nov 13 2008
Posts: 9
I'm not very familiar with JavaScript. Can this be integrated into the PDF file ? My users are all over the world, and only have Reader, so the solution ideally would not involve any kind of modifications to Acrobat. And btw, I'm running Acrobat Pro v7.1
George_Johnson
Expert
Registered: Jul 6 2008
Posts: 1876
The JavaScript code you'd use to automate the process of adding the relevant form fields would not normally be included in the PDF itself. It could be part of a batch process or be placed in a JavaScript file on your machine. Once your PDF is set up with the fields you want, it will work just fine for anyone with Reader.

Since you are new to using JavaScript with Acrobat, I'd strongly recommend that you read some of Thom Parker's articles here (JavaScript Corner), assuming you want to do the programming yourself. The other option would be to hire someone to do this for you. The script would be fairly straightforward and should not take much time to create.

George