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Edit saved form

Mitchotron
Registered: Mar 20 2009
Posts: 21
Answered

I've created a form in LiveCycle and extended the rights so my users can fill out the form. When they save the form as a different name they cannot make any changes. This would not be a bad thing except they sometimes will have small changes after the first submittal. Is there any way to make the form keep it's extended rights or import the saved form data into an original blank form?

My Product Information:
LiveCycle Designer, Windows
radzmar
Expert
Registered: Nov 3 2008
Posts: 1202
Generally saving the form, will not remove the reader extentions, so the form should be editable so far.

In what way your users fill out the form? Do they sign them?
What happens when they save with the same name?

radzmar
LoveCycle Blog
Documents you need:
LiveCycle Designer ES2 Docs

Mitchotron
Registered: Mar 20 2009
Posts: 21
They have to save the form as a different name.
radzmar
Expert
Registered: Nov 3 2008
Posts: 1202
Well, that was not I'm asking for!

What do they do with the form and does the same problem apper, when you or they save the form with the under same name?

radzmar
LoveCycle Blog
Documents you need:
LiveCycle Designer ES2 Docs

Mitchotron
Registered: Mar 20 2009
Posts: 21
The form is to capture video needs for an operating room. We then use that info to design a system and then give a price quote to the customer. The base from is called NAF (Needs Assesment Form). Once the users fill it out they save it under a different name and e-mail to our design team. I don't know what happen whens they save it under the same name. I can change the name on my computer and have no problem editing the info with with Reader 9. But when the users email them back to me under a different name I cannot edit the from. I suspect renaming the file kills the extended rights but we need to change the file names so we can see the name of the project without having to open the file.
radzmar
Expert
Registered: Nov 3 2008
Posts: 1202
You can test if the reader extentions have been removed when you try to enable one form you received from your customers again with Acrobat.
If the form is still enabled, Acrobat prompts a message "...form already enabled..." and ask you to save a copy of the form.
Doesn't the message appear, the rights really have been removed.

But I think, this can't be the reason, because you genarally can also edit forms without reader extentions.
You only can't save them finally, but print them out.
Do the customers sign the form or is there a function included to change the field access property to "protected"?

radzmar
LoveCycle Blog
Documents you need:
LiveCycle Designer ES2 Docs

Mitchotron
Registered: Mar 20 2009
Posts: 21
The sales rep fill out the form, no one signs them. The reps only save and e-mail. Can I send you a blank and completed form?
radzmar
Expert
Registered: Nov 3 2008
Posts: 1202
Yes of course.

...

Ok, I received your forms.
Will check them and give your feedback asap.

radzmar
LoveCycle Blog
Documents you need:
LiveCycle Designer ES2 Docs

radzmar
Expert
Registered: Nov 3 2008
Posts: 1202
Ok, had a check of your forms.

1. When opening the filled form I get the message:

"This document contained certain rights to enable special features in Adobe Reader. The document has been changed since it was created and these rights are no longer valid. Please contact the author for the original version of this document."

This means that there has been a change in the PDF-structure by filling out the form.

2. The structure of your form is quiet simple, there is no script within as I could see.
You saved the form as static PDF-orm, this may be a problem, because you use dropdown lists.

3. The logo image of the form is not embedded.
This can be the reason you lose the reader extentions after saving the form with a reader, because the image path (..\My Pictures\Equipment pics\...LogoColor.gif) is part of the PDF-structure but does not exist on customers PCs.
On static forms Adobe Reader does now expect changes in the structure like a missing image...

So try following:
Mark the checkbox "embed image data", set the form properties to dynamic PDF and also save it as dynamic XML-form.
Let me know, what happens with these settings.

radzmar
LoveCycle Blog
Documents you need:
LiveCycle Designer ES2 Docs

Mitchotron
Registered: Mar 20 2009
Posts: 21
Thanks so much for your help. I've made the changes and will send this out to the field!
Mitchotron
Registered: Mar 20 2009
Posts: 21
And it worked!
radzmar
Expert
Registered: Nov 3 2008
Posts: 1202
Good news!

radzmar
LoveCycle Blog
Documents you need:
LiveCycle Designer ES2 Docs

LB
Registered: Oct 29 2009
Posts: 1
This might help. It allows you to save a copy of an interactive pdf form, send it to someone, and they can then save the filled form and go back in to edit it later.
I am using the Adobe Pro 8 so hopefully this is the same in the newer version.
LB
NAB
Registered: Mar 1 2011
Posts: 4
I sent out an interactive pdf form that I had extended the features in Adobe Reader. The individual filled in the form and then saved it. She then determined that the information that she had filled into the form needed changing. She opened up the form that she had saved and was not able to edit any of the information that she had previously filled in. Any suggestions?