These forums are now Read Only. If you have an Acrobat question, ask questions and get help from one of our experts.

am i even using the right software?

DMSTARR
Registered: Aug 11 2009
Posts: 5

I am trying to create a document which will automate some steps we need to take to create a specification sheet with model numbers, manufacturers, images, client info etc. I have managed to design a form, but there are several things I can't quite figure out (I just started trying to use this software today). Here are the things I'm trying to accomplish:

1. have a standard form which will have pulldowns and fixed locations for text and images (I think i've got that down).

2. This form needs to have an open-ended number of pages as each project has a varying number of items.

3. Everyone in the department will need access to this form so they can modify it per their individual requirements. I don't think the distribution feature helps us here.

4. when the forms are complete, we need a non-modifiable pdf with all pages (I don't seem to be able to combine forms into one PDF unless I create and print each one as a PDF individually and then combine them).

5. These forms will need to be modified in the future when necessary.

I'm happy to provide you with a sample of what I'm trying to accomplish if it helps.

Thanks!

My Product Information:
Acrobat Pro 9.1.3, Windows
PetafromOz
Registered: Jun 8 2009
Posts: 230
Hi DMStarr, I've answered your questions in line where I could...

DMSTARR wrote:
I am trying to create a document which will automate some steps we need to take to create a specification sheet with model numbers, manufacturers, images, client info etc. I have managed to design a form, but there are several things I can't quite figure out (I just started trying to use this software today). Here are the things I'm trying to accomplish:1. have a standard form which will have pulldowns and fixed locations for text and images (I think i've got that down).
Yep LiveCycle's strong in this area.

DMSTARR wrote:
2. This form needs to have an open-ended number of pages as each project has a varying number of items.
Yes LiveCycle can do that.

DMSTARR wrote:
3. Everyone in the department will need access to this form so they can modify it per their individual requirements. I don't think the distribution feature helps us here..
Not sure what you mean by this. When you say 'modify the form', do you mean the form or the content? Either way, if you have it on the net or intranet site, why couldn't everyone access it that way. As to them modifying the form, it's up to you whether you enable them to have that facility.

DMSTARR wrote:
4. when the forms are complete, we need a non-modifiable pdf with all pages (I don't seem to be able to combine forms into one PDF unless I create and print each one as a PDF individually and then combine them).
You can combine the forms yourself in a single .pdf. Although I'm not sure I'm clear on what you want there either and someone with more experience will probably give you a better response.

DMSTARR wrote:
5. These forms will need to be modified in the future when necessary..
All forms can be modified by anyone with the tools and access rights.

So to answer your overall question, yes I believe you are using the right software/tool.

Hope this helps...
Peta

from way... underground at Parkes - central West NSW - Australia

DMSTARR
Registered: Aug 11 2009
Posts: 5
Hi Peta,
Thanks for your response; that does help but I realize I wasn't very clear on what I am trying to do. Ultimately, I need a PDF that can be accessed by anyone in the office which serves as a template. The user should be able to enter the information in the fields as required and then be able to create additional pages if needed within the same PDF without using LiveCycle. This has to be as brainless as possible. I'm not using it to collect data so that's what I mean when I say I don' think the distribution part will help us. Additionally, we need to keep an editable version in case there are changes, and then a non-editable version for the final to be sent to consultants. I'm happy to show you an example of what I'm trying to pull off if you like. Also, we do not have a savvy intranet or internal group that would be able to help us do any of this online (I work for an architecture firm and I think most here are still suspicious of anything related to the web) so this document just live in a folder structure somewhere like a word template. Does that clarify things at all? Thanks again for your help.

Oh, one other thing. Sometimes I see the PDF I create says I cannot save data to the form, but this is exactly what I want to do. How do I fix that and then combine them with other PDFs?
PetafromOz
Registered: Jun 8 2009
Posts: 230
Hi again DMStarr,

I think you're looking at a few issues here. Not just LiveCycle, but also procedural and cultural changes. Some of the things you're after will need the users to have some processes instilled in their psyche. And frankly, I've had a lifetime of doing that - so what can I say - GOOD LUCK! Nah, I shouldn't say that - it can be done, especially if they are shown the benefits to them.

But I'll try to respond to everything below...

DMSTARR wrote:
Ultimately, I need a PDF that can be accessed by anyone in the office which serves as a template.
This depends on how things are set up in your office. You can place the template on your intranet, or in a folder on your network, of have it distributed to everyone's PC/laptop. So the template can be accessible to everyone. But now here comes a process question - will there be someone to administer this centrally?

DMSTARR wrote:
The user should be able to enter the information in the fields as required and then be able to create additional pages if needed within the same PDF without using LiveCycle. This has to be as brainless as possible.
They won't have to use LiveCycle to use it - that's your bit - to set up what you want using LiveCycle - but the result will be a .pdf.

When you say you want them to be able to create additional pages, do you mean pages that replicate a given page format, so they can just keep adding data? If so, yes that can be done. Basically you can add a button for example that simply says "Add Page" or whatever - but you'd have to script the process so that it just happens 'brainlessly' in the .pdf for your users.

Best info I can give for you to see how that's done is to look at a ThomP e-seminar which helped me a lot with this: https://admin.adobe.acrobat.com/_a200985228/p87746471/

This seminar's about adding instances of fields, but the same principle applies whether you're adding field, table or page instances, so hopefully that will be useful to you.

Something else you need to ensure is that you save the form as a Dynamic form (not static) and that in your 'Default' properties (ie. File>Form Properties>Defaults), in the Preview section, make sure you have selected 'Interactive Form'.
DMSTARR wrote:
I'm not using it to collect data so that's what I mean when I say I don' think the distribution part will help us. Additionally, we need to keep an editable version in case there are changes, and then a non-editable version for the final to be sent to consultants.
Again this leads me to ask if you plan to have someone to manage this centrally? The reason I ask is that when a user completes the form, they can 'submit' this to whoever will review/manage this. (ie. you can build in a 'submit' button). The form can be editted and yes you can save it into a 'read-only' format when you're ready.

DMSTARR wrote:
I'm happy to show you an example of what I'm trying to pull off if you like.
Probably a good idea, would make it clearer.

DMSTARR wrote:
Also, we do not have a savvy intranet or internal group that would be able to help us do any of this online (I work for an architecture firm and I think most here are still suspicious of anything related to the web)
... hehe, this is pretty common, and sometimes I feel the same way myself.

DMSTARR wrote:
so this document just live in a folder structure somewhere like a word template.
Oh OK, that answers my first question. But it brings me back to saying you'll need someone to administer/control that.

DMSTARR wrote:
Oh, one other thing. Sometimes I see the PDF I create says I cannot save data to the form, but this is exactly what I want to do. How do I fix that and then combine them with other PDFs?.
Not too sure about this, it may be that you've set it to 'static' instead of 'dynamic' as I mentioned before. If that doesn't fix the problem, another thing you can try is to open your .pdf, from the toolbar select Advanced>Enable Usage Rights in Adobe Reader then click 'save' (or it could be click 'save as' or 'ok' - I'm doing this from memory).I'm groping in the dark a bit on that and could be way off the mark - there may be seriously experienced users reading this right now shaking their heads. But the things I've just told you to do, are pretty much necessary to you anyway.

DMSTARR wrote:
Thanks again for your help..
You're welcome. Just for the record, up until a few months ago I had never used LiveCycle and never used JavaScript. I started out using FormCalc, but have since found JavaScript more flexible. The point I'm making is, that don't be put off initially because it doesn't take all that long to become proficient enough to develop some really useful neat stuff. I'm still far from expert, but I'm pumping out some stuff that has already helped our organisation in leaps and bounds. And I owe a lot of debt to this user forum for that too. The guys here all volunteer their time and they're incredibly helpful - so it's well worth your while to persist if you're able to.

Meanwhile, I hope some of my replies have helped a bit more than last time...
Peta

from way... underground at Parkes - central West NSW - Australia