Saturday, January 31, 2009

Adobe Acrobat Forms

By Andrew Whiteman

One of the many uses of PDF files is to offer a way for people to gather information via an interactive form. Adobe Acrobat 8 Professional has some nifty features for creating such forms, distributing them and tracking responses.

The PDF format is a great choice for forms since it will allow the user to see the form exactly as it was created. Web forms, by contrast, can vary depending on the operating system and browser software being used.

There is also immediacy and flexibility of delivery. The form can be emailed to a group of users at the same time. The delivery of the form then becomes a single operation. PDF forms can also be distributed via CDs and DVDs.

Forms are not new to Acrobat: the feature has been available since version 3. However, Acrobat 8 Professional has seen a great enhancement to the way interactive forms are handled.

Instead of relying purely on other applications to supply its content, Acrobat can now create forms from scratch using a utility called Adobe Life Cycle Designer. It also includes some useful form templates such as conference registration, employee appraisal, etc.

As with previous versions of Acrobat, forms created in other packages can be used as the starting point for an Acrobat form. Acrobat 8 Professional will even automatically recognise the form layout and generate form fields automatically.

If you wish to use some of your printed forms as starting points for your interactive PDF form, then Acrobat's Scan From Paper option will offer just what you need.

Once you have the basic form created, you can add in all the standard form controls. In addition to text fields, PDF forms support combo boxes, option buttons, checkboxes and, of course, submit buttons.

Another new feature in Acrobat 8 is to create a form which allows Acrobat Reader users to save form data when they have filled in the form. (This feature is normally only available with a full version of Acrobat.) To activate this facility, just choose "Enable Usage Rights in Acrobat Reader" from the "Advanced" menu.

You can send your interactive PDF form to any number of users by clicking on the "Form" menu and choosing "Distribute Form". You can select a series of emails from an Outlook address book or just enter recipients manually.

Returned forms are saved in a special Acrobat file called a dataset. When users complete the form and email it back to you, you simply double-click on the attached form. Acrobat opens a special window marked " Add Completed Form to Data Set".

Once all the forms have been returned and the data added to the dataset, you just open the dataset and export it as a CSV (comma separated values) file. This format is compatible with programs like Excel and Access which can then be used to store and analyse responses to your forms. - 15634

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