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michael2doc
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Creating a Fillable/Savable PDF: simple question?

Apr 26, 2010 10:03 AM

Hello-

 

I'm new to Acrobat and LiveCycle Designer.  I have just created my first form with fillable fields in LifeCycle to send to my company's clients for them to fill out, save the form with their responses in the fields for their own records, and then attach the completed PDF form to an email to send back to us with their responses in the fields.  I cannot figure out how to do this.  The closest I can come to this is putting a "Submit by Email" button in the form which generates and sends an XML document which is not what I'm looking for; I need the actual filled PDF form sent back to me from the client.

 

I'm sure this is an easy task, but I have been unsuccessful with figuring this out on my own or finding a post in the forum which clearly answers my questions.

 

I'm using Acrobat 9 Pro and LiveCycle Designer ES version 8

 

Can you help me?  I'm lost.

 

Thanks-

Michael

 
Replies
  • Currently Being Moderated
    Apr 26, 2010 10:10 AM   in reply to michael2doc

    You can place a normal Button control on to the form and change the Control Type to Submit. Then goto Submit tab in the properties and change the Submit AS to PDF instead of XML. This way you can send PDF as an email attachment.

     

    For your reference, see the attached file..

     

    https://acrobat.com/#d=CK4QgXn38l49bzQlhWtKSA

     

    Thanks

    Srini

     
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  • Currently Being Moderated
    Apr 26, 2010 12:06 PM   in reply to michael2doc

    Michael,

         For the form to send email to work, you need to have Acrobat PRO on your machine.

         If you have Acrobat on your machine, then goto windows Task manager kill the Acrobat Reader (AcroRd32.exe)..

         Then open the Acrobat PRO on your machine. Then use the Preview option in your LiveCycle Designer to test the form..

     

          The form I sent you will only provide you an idea on how to send the PDF as an attachment in email. If you check the code behind the Button on the form, you would see the following code.

        

    var strToAddress, strCCAddress, strSubject, strMessage
    strToAddress = txtToAddress.rawValue;
    strCCAddress = txtCCAddress.rawValue;
    strSubject = txtSubject.rawValue;
    strMessage = txtMessage.rawValue;

    event.target.submitForm({cURL:"mailto:"+ strToAddress + "?cc=" + strCCAddress + "&subject=" + strSubject + "&body=" + strMessage,cSubmitAs:"PDF",cCharset:"utf-8"});

     

    If you reference my original post, I'm looking for a way to create a PDF the user may 1.) Save electronically with the PDF document's fields filled for their own records and 2.) send the completed document back to my company with their responses.

     

    I don't understand how your suggested solution is supposed to work to allow me to accomplish these two objectives.

     

    Srini: Here is how you accomplish your tasks.

    1) For your First Question:

         When you say Save Electronically, I assume you want the users to be able to save the PDF in their local machine.

         They can use the File Menu-> Save As option in Acrobat Pro/ Reader in their machines.

         (OR) programmatically you can let the user save the file by placing the below command in your code before sending the email.

             

                   app.execMenuItem("SaveAs");

        

     

    2) For your Second Question:

         In LiveCycle Designer, File menu -> Form Properties -> Default Tab. Select the radio button Automatically for Preserve Scripting changes when form is saved.

         The code behind the submit button in the Sample form I sent you will do the Email Sending..

         In the sample you see 4 text boxes (To, CC, Subject, Message) which hope you can understand what they do by looking at their name..

     

         When it comes to your form, you need to pass these 4 values thru your code to the email submit function..

     

         event.target.submitForm({cURL:"mailto:"+ strToAddress + "?cc=" + strCCAddress + "&subject=" + strSubject + "&body=" + strMessage,cSubmitAs:"PDF",cCharset:"utf-8"});

     

         In your case if you have only To address and no CC, then remove the CC parameter from the above line of code.

     

         event.target.submitForm({cURL:"mailto:"+ strToAddress + "?subject=" + strSubject + "&body=" + strMessage,cSubmitAs:"PDF",cCharset:"utf-8"});

     

     

    Check the attached form. I made this form as Reader Enabled so it will NOW work with Adobe Reader also.

    https://acrobat.com/#d=bDOaRKh9Ax-9SyfvFZnJhA

     

    Thanks

    Srini

     
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  • Currently Being Moderated
    Oct 12, 2010 9:15 AM   in reply to Srini Dhulipalla

    Hello,

     

    I am also getting the "Submit Cancelled" error. I understand that I do not have anything filled in the "Submit to URL" field, but that is because I am using the script from the "Send CC Email.pdf" file you provided and do not want to put a "mailto" in the "Submit to URL" field because it seems to become the default and override the script. The strange thing is that the form still submits, even though the error comes up. But I do not want the error to appear at all or it will cause confusion for those using the form.

     

    I am also wondering if there is a way to make the PDF attachment retain the file name "Factory-Visit-Info-Form.pdf" instead of creating an automated name like "_cbg1bc5m3392f6m1s.pdf"

     

    Regards,

    zerozone110

     
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  • Currently Being Moderated
    Oct 22, 2010 9:38 AM   in reply to zerozone110

    Hello? Can anyone answer my questions? (please see previous post)

     
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  • Currently Being Moderated
    Oct 25, 2010 12:31 AM   in reply to zerozone110

    I can answer your question as I do this all the time.

    I don't have my Acrobat computer in front of me but I'll try to get the menu commands close.

    1. Don't choose the "Submit Email button" in Livecycle, choose a *regular button* then choose "Submit" under Control Type, for that button. Then in the Submit tab (of the button), in the Submit to URL box type "mailto:you@you.com" (without the quotes). Then choose Submit As: PDF (in the dropdown box). Clicking the button will open an email client like Outlook, attach the file and address it to you. (though people using hotmail etc may get another confusing message but you can cover that with an explanatory text message box on the form).

    2. Then to make the form "saveable" you need to "rights enable" the form In Acrobat Pro - Advanced Menu/Enable Usage Rights. You'll have to save the file as a different name. Your users won't be able to save the file if you don't do this important step.

     

    So that's it. Hope this helps.

     
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  • Currently Being Moderated
    Oct 25, 2010 6:42 AM   in reply to ozworldz

    Thank you for the responses. They were helpful. But there is a piece missing. I have it set up so that when someone chooses an email from a dropdown menu, I would like it to be submitted to that person and potentially copy someone else. I found a script to accomplish that, but when testing it out, I get the "Submit Cancelled" error even though it seems to submit successfully. And if I were to put something in the "Submit to URL" field as you mentioned, it takes care of the "Submit Cancelled" error, but then it opens up 2 emails to submit, where I'd just prefer it to be one. Anyone have any ideas?

     

    ZeroZone110

     
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  • Currently Being Moderated
    Oct 25, 2010 10:19 AM   in reply to zerozone110

    Ok, you want people to choose which email address and copy others. So am I

    correct in saying the 2 email that open are one from your script, one from

    the Submit to URL?? You shouldn't be getting 2 emails from using "Submit

    to URL". I think you should use only the option that does not give you the

    error (the Submit to URL option), and make it work for you. FYI, you can

    include multiple email addresses in the Submit to URL box, for Cc'ing

    people. One of the problems with the whole submit thing is that there are

    so many potential error messages. This confuses the client and the user.

    Personally, I would move on and chose a simpler option, like listing the

    email addresses on the form (with a non-printing text message) and

    instructing the user who to submit to (by manually attaching the form to

    an email). You could use one button (addressed to all your Ccs or

    addressed to no one...it just opens up the client with a blank "To" field

    and the form attached..this is a workable option for and have people

    manually insert the addresses you've listed on your form, as applicable).

    I have in the past, chose to do this and my clients are way happier

    because no one gets any error messages.

    It's not your elegant single-click situation, but that's obviously

    resulting in hair-pulling and error messages. Plus even when you do get

    that together, it won't work for those using gmail etc, so you have to

    instruct them to manually attach the form anyway..

    Again, hope this helps. Good luck.

     

    Thank you for the responses. They were helpful. But there is a piece

    missing. I have it set up so that when someone chooses an email from a

    dropdown menu, I would like it to be submitted to that person and

    potentially copy someone else. I found a script to accomplish that, but

    when testing it out, I get the "Submit Cancelled" error even though it

    seems to submit successfully. And if I were to put something in the

    "Submit to URL" field as you mentioned, it takes care of the "Submit

    Cancelled" error, but then it opens up 2 emails to submit, where I'd just

    prefer it to be one. Anyone have any ideas?

     

    ZeroZone110

    >

     
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  • Currently Being Moderated
    Nov 9, 2010 8:49 AM   in reply to zerozone110

    Thank you for such clear instructions!! saved the day for me on this account!

     

    as for this step, I am at a impasse for even finding the 'Advanced Menu to choose the 'enable usage rights' in order for clients to save the filled out form on their computer... sure do appreciate any help!!! (was in '04 when I took Acrobat in college) thanks so much!

     

    "2. Then to make the form "saveable" you need to "rights enable" the form In Acrobat Pro - Advanced Menu/Enable Usage Rights. You'll have to save the file as a different name. Your users won't be able to save the file if you don't do this important step."

     
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  • Currently Being Moderated
    Nov 9, 2010 9:11 AM   in reply to ozworldz

    hope someone can please help!!

     

    following instructions to email the PDF using the 'button' and directing it to 'mailto:', after I fill out some fields to test it, then email it

    the pdf fields are blank, (the test type I put in is gone)

     

    what did I do wrong?

    thanks!

    cherie

     
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  • Currently Being Moderated
    Nov 9, 2010 9:19 AM   in reply to chersouthwell

    You need to rights usage enable the file before you submit using the button, otherwise the form will be blank. All you can do without doing that is print.

    Also, I hope you are using a regular button configured using its `submit`tab and NOT using a `submit email button``. Obviously that part is working, it`s just the content that`s missing....so make sure you can SAVE the file first, then try sending it to yourself.

    (it is odd because as the ``author`` you should be able to submit it regardless...but give this a try.

     
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  • Currently Being Moderated
    Nov 9, 2010 9:26 AM   in reply to ozworldz

    Thanks muchly Ozworld, yes I did change the submit email button to a regular

    one as per your nice instructions,...however I have looked EVERYWHERE and

    cannot find the darned 'advanced/menu to continue your instructions for

    changing the 'rights usage'.. can't thank you enough!

    Cher

     
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  • Currently Being Moderated
    Nov 9, 2010 9:27 AM   in reply to chersouthwell

    Are you saying that you still haven`t been able to rights usage enable the file? It`s very simple, in Acrobat, the Advanced menus, rights usage.... You save the file as a different name, then use the new file. Note, you will have to close the open file and open the newly renamed one to see the one that is enabled. I usually rename the file with _enabled on the end of the file name. Helps me know what`s what.

     
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  • Currently Being Moderated
    Nov 9, 2010 9:32 AM   in reply to chersouthwell

    Acrobat, Advanced menu, Enable Usage Rights in Adobe Reader, save the file different name, close open file, open new renamed one, fill in and submit using your button. Let me know how you make out.

     
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  • Currently Being Moderated
    Nov 9, 2010 9:33 AM   in reply to ozworldz

    yes, in my acrobat pro, when i open the pdf that's been done in livecycle, i

    cannot (greyed out) get into changing anything in 'document properties', I

    have looked and looked in the HELP files to find Advanced Menus and cannot

    locate it anywhere. yes I feel alittle dumb, but either I have a glitch OR I

    just dont' know where to find the 'advanced menus' area.

     

    (i'm also having new problems with the pdf maker, it's missing a piece, have

    tried updating, I"m thinking of re-installing my software, but would like to

    see if I can at least get this problem fixed first)

    Cher

     
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  • Currently Being Moderated
    Nov 9, 2010 9:52 AM   in reply to chersouthwell

    It`s nothing to do with document properties. In acrobat, across the top of the screen don`t you see the Menus....File, Edit, View, Document, Comments, Forms, Tools, Advanced, Window, Help? Choose the Advanced menu, then look in the list and you``ll see it.

     
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  • Currently Being Moderated
    Nov 9, 2010 10:08 AM   in reply to ozworldz

    ah, yes I looked there, and there is not anything even resembles 'enable or reader or usage'. this is what is in drop down menu (this is why I am so confused! Acro Pro 7)

     

    Advanced>accessability>acrobat distiller>batch processing>catalog>digital editions>export all images>forms>javascript>links>migrate comments(greyed)>number pages(greyed)>PDF optimizer>

    security settings>trusted identities>web capture>use local fonts>overprint view>output view>preflight.

     

    each one I have checked, so you can see my dilemma? Advanced was the first place I looked, not seeing anything I was checking everywhere

     

    thanks

     
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  • Currently Being Moderated
    Nov 9, 2010 10:19 AM   in reply to chersouthwell

    ah....Acrobat 7!! Things were different then. I`m using 8, (CS5 just arrived by courier). The menus are different and V8 was the first one with the menu as I described. Read this, see if it helps: http://acrobatusers.com/articles/2006/09/enabling_reader 

     
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  • Currently Being Moderated
    Nov 9, 2010 12:21 PM   in reply to ozworldz

    Cher, I skimmed the article I sent you and it seems that in Acrobat 7 you cannot save the file to enable form-saving. They added that in Acrobat 8. You will have to upgrade, and it sounds like it`s time.

    Marg

     
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  • Currently Being Moderated
    Nov 9, 2010 4:30 PM   in reply to ozworldz

    Ooooh Marg!! I've now gone completely grey!! I cannot even GET it at the Adobe site!! says it's not even available yet! (actually they don't even HAVE a Acrobat 8, is X or such)why do they confuse us so..lol

     

    So the client can't even fill it out and attached it to email, there is NO way to do this?

    i'm so confused as it says I can't upgrade, yet how does everyone else get to use it?

     

    thanks for all your help. IF you know how I can get the Acrobat 8 that I don't know of, please let me know. you've been a big help.

     
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  • Currently Being Moderated
    Nov 9, 2010 7:11 PM   in reply to chersouthwell

    Don`t panic. You don`t want 8 you want 9 but you have to call them on the phone to get it because they`re not showing it on the website. It`s stupid. In fact I think adobe has a very cryptic way of marketing on their website. I ordered it on the phone (actually I got CS5). As soon as you have 9 you`ll be able to make your forms savable.

    Acrobat X (10) is coming in a couple of weeks. You can buy 9 now and get a free upgrade to 10.

     
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  • Currently Being Moderated
    Nov 10, 2010 8:59 AM   in reply to ozworldz

    Hi Marg.. many thanks to you for so much help. AFTER many hours of searching and glitches and such I downloaded the trial of CS5, however it does NOT have Acrobat in it.

    I talked to Adobe, because my previous version is CS2, I can ONLY upgrade to another CS, only single purchase of Acrobat can be upgraded to another Acrobat. (they sure getcha)

    $699, not into that at this point.

    only need acro 9 for a few forms at this point, IF it works into something needed more often then i"ll buy just the Acro pro  ect.,

    So ... happily I was able to download a TRIAL of Acro Pro 9 from another site, and have been able to enable usage for Acro Readers and have form filled out ect., am doing the HAPPY DANCE!!

     

    thanks again

     
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  • Currently Being Moderated
    Nov 10, 2010 9:56 AM   in reply to chersouthwell

    Wow, I didn't think there was a trial version of A9 anywhere! I knew it didn't come with the trial of CS5 and it comes as a separate disc in the CS5 package. I had 2 conflicting statements from Adobe people. One told me what you just said, have to buy a separate version to upgrade, then just yesterday another person told me the exact opposite, swearing that I would get a free upgrade to 10 if I bought the suite (but I don't believe it). I had them note that in my file. I'm on the educational plan so it is a lot cheaper for me. (thank god, I could never afford it otherwise). Acrobat by itself is very expensive (unless you're educational). Glad you got your files enabled finally. Hope you can get an upgrade together (or something). Without being able to enable forms, it's kind of useless. But there are always a few of us around who do such services for others any time .

    Let us know how you make out.

     
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  • Currently Being Moderated
    Nov 22, 2010 8:12 AM   in reply to ozworldz

    Do you know how I can have the button addressed ONLY to CCs and leave the "To" field blank? I'm getting an error on my button when I put the following in the 'Submit to URL:' field:

     

    mailto:?subject=Factory Visit Information Form Submission&cc=jessica.allen@zero-zone.com.

     

    I also may want to add a 2nd person to be CC'd. Can I do that?

     

    zerozone110

     

    function(){return A.apply(null,[this].concat($A(arguments)))}

    ozworldz wrote:

     

    Ok, you want people to choose which email address and copy others. So am I

    correct in saying the 2 email that open are one from your script, one from

    the Submit to URL?? You shouldn't be getting 2 emails from using "Submit

    to URL". I think you should use only the option that does not give you the

    error (the Submit to URL option), and make it work for you. FYI, you can

    include multiple email addresses in the Submit to URL box, for Cc'ing

    people. One of the problems with the whole submit thing is that there are

    so many potential error messages. This confuses the client and the user.

    Personally, I would move on and chose a simpler option, like listing the

    email addresses on the form (with a non-printing text message) and

    instructing the user who to submit to (by manually attaching the form to

    an email). You could use one button (addressed to all your Ccs or

    addressed to no one...it just opens up the client with a blank "To" field

    and the form attached..this is a workable option for and have people

    manually insert the addresses you've listed on your form, as applicable).

    I have in the past, chose to do this and my clients are way happier

    because no one gets any error messages.

    It's not your elegant single-click situation, but that's obviously

    resulting in hair-pulling and error messages. Plus even when you do get

    that together, it won't work for those using gmail etc, so you have to

    instruct them to manually attach the form anyway..

    Again, hope this helps. Good luck.

     

    Thank you for the responses. They were helpful. But there is a piece

    missing. I have it set up so that when someone chooses an email from a

    dropdown menu, I would like it to be submitted to that person and

    potentially copy someone else. I found a script to accomplish that, but

    when testing it out, I get the "Submit Cancelled" error even though it

    seems to submit successfully. And if I were to put something in the

    "Submit to URL" field as you mentioned, it takes care of the "Submit

    Cancelled" error, but then it opens up 2 emails to submit, where I'd just

    prefer it to be one. Anyone have any ideas?

    Â

    ZeroZone110

    >

     
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  • Currently Being Moderated
    Nov 22, 2010 8:28 AM   in reply to zerozone110

    Just tried it here and it works fine for me ....what error are you getting?

     

    Paul

     
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  • Currently Being Moderated
    Nov 22, 2010 8:33 AM   in reply to pguerett

    I was getting the little yellow caution icon on the button itself, but I changed my code to:

     

    ?subject=Factory Visit Information Form Submission&cc=jessica.allen@zero-zone.com&cc=pam.bergman@zero-zone.com.

     

    Basically, I removed the 'mailto:' and that seemed to eliminate the problem. (i hope, haven't really tested it with another user yet).

     

    Does that seem right to you?

     
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  • Currently Being Moderated
    Nov 22, 2010 8:58 AM   in reply to zerozone110

    You need to have the mailto: at the beginning of the expression otherwise the submit button will not know what protocol to use.

     

    Paul

     
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  • Currently Being Moderated
    Nov 22, 2010 9:05 AM   in reply to pguerett

    Can I just disregard the yellow caution icon, then? and it will still work fine?

     
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  • Currently Being Moderated
    Nov 22, 2010 9:21 AM   in reply to zerozone110

    No you will need the following expression:

     

    mailto:?subject=Factory Visit Information Form Submission&cc=jessica.allen@zero-zone.com&cc=pam.bergman@zero-zone.com.

     

    Paul

     
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  • Currently Being Moderated
    Nov 22, 2010 10:39 AM   in reply to pguerett

    Hi all, was so easy once got the hang of it. Just typing in the

    mailto:.......  And selecting submit as PDF, worked beautifully.

     

    Ozworld helped me out weeks ago

     
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