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1. Re: Sending sales form with only one checkbox and name text field editable
ggriswold@cox.net Aug 16, 2013 7:13 AM (in response to ggriswold@cox.net)4 hours down the drain.. this is maddening.
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2. Re: Sending sales form with only one checkbox and name text field editable
ggriswold@cox.net Aug 16, 2013 8:48 AM (in response to ggriswold@cox.net)Maybe what I am trying to do isn't possible...
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3. Re: Sending sales form with only one checkbox and name text field editable
George Johnson Aug 16, 2013 11:21 AM (in response to ggriswold@cox.net)The simplest approach is to set the fields to read-only, which you can do with a script or by manually editing the fields. You can also flatten certain fields with a script, but this is a bit more involved. If you'd like more info, post again.
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4. Re: Sending sales form with only one checkbox and name text field editable
ggriswold@cox.net Aug 16, 2013 12:21 PM (in response to George Johnson)Thank you George. The hitch is when a new customer calls I want to fill in their contact info, and the services they are comitting to and so forth. Then I want to have those fields non-changable except for a signature line for acceptance. I would be able to send that PDF to them to print, sign, scan and return. Now I have to fill them in, print my local copy, scan and then e-mail. Too many steps and the PDF I send out looks crappy.
Flattening with a script might be the answer once I get the information keyed in on my end... to be honest, don't know what's involved. I used Forms Central to create this, saved a local copy and Acrobat XI won't let me change a darned thing....even after I saved a copy which it said would let me edit it. Hasn't been a fun day, so any other ideas or elaboration would be really appreciated.
I guess if I were to write this as a feature request it would be to have fields that the author (me) can change and others/public that anyone could write to. Kind of a permissions setting for the fields. Off Topic: I have looked into digital signatures, but this is a contract to get me business and I think if I corner people into that they will look elsewhere. I have looked into it for me and it seems not ready for primetime unless you have an IT department, but I digress.
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5. Re: Sending sales form with only one checkbox and name text field editable
George Johnson Aug 16, 2013 1:16 PM (in response to ggriswold@cox.net)If you use FormsCentral to generate the PDF, you will have to do a "File > Save a Copy" in Acrobat to save to a PDF that you can edit in Acrobat.
I'll be able to post some code later to get you started. Would you prefer to flatten the fields or just set them to read-only?
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6. Re: Sending sales form with only one checkbox and name text field editable
ggriswold@cox.net Aug 16, 2013 1:30 PM (in response to George Johnson)I found how to flatten using the save as optimized, but I get a nag box that says I don't have permission to do that, please change in the document properties. I guess it doesn't know it is me.... "You cannot change security because the document is signed or certified".
Looked high and low and can't find out how to loosen securiy in Forms Central. Do I have to start all over outside of forms Central? The only path in Acrobat takes you right there. And I thought After Effects was hard... this is just torture.
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7. Re: Sending sales form with only one checkbox and name text field editable
ggriswold@cox.net Aug 16, 2013 1:45 PM (in response to George Johnson)I see what I was doing wrong... I was saving AS, not Save a Copy. Now that I got that far I went to Save as, optimized.. selected the flatten fields, save data, etc. It Saved! When I go to open it I get a warning dialog box that says something about image mask being too large or something (couldn't copy the dialog box). When I tried again, it worked... just don't want receipients to have hassles. The fields are filled in, locked and the document looks just like I want it too.
I guess flattening is the easiest way to go. For the image mask error, I guess there is a checkbox that I need to hit.. I will google that... hope I don't spendtomorrow on that! Thanks for your help George.
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8. Re: Sending sales form with only one checkbox and name text field editable
ggriswold@cox.net Aug 16, 2013 1:51 PM (in response to George Johnson)Actually come to think of it having the ability to just "lock" the fields with work specs and pricing would be the best of all worlds... those are about 9 text fields in the middle of the document. Could be a NASA level project. Thoughts?
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9. Re: Sending sales form with only one checkbox and name text field editable
George Johnson Aug 16, 2013 2:19 PM (in response to ggriswold@cox.net)Setting the fields to relevant fields to read-only is easiest, but also the least secure, meaning the form data can still be changed relatively easily. Most Reader users won't be able to, but it depends on your needs. Flattening the fields makes it harder to change afterwards, but it's still possible. I'll post a sample later...
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10. Re: Sending sales form with only one checkbox and name text field editable
ggriswold@cox.net Aug 16, 2013 2:29 PM (in response to George Johnson)Now that I can edit the document after I save a copy I highlighted the specs and pricing fields and opened the form editor and made just those read only. I do one of these every few days so wonder if it isn't better just to flatten the whole thing. Up side of just making those fields read only is they can correct and add to their contact info as needed. Getting the hang of this. Thanks again George for helping out today... I have a usable product now. Just a question of how many steps I want to go through for each one...
I better write all this down... NOW.
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11. Re: Sending sales form with only one checkbox and name text field editable
George Johnson Aug 17, 2013 2:21 PM (in response to ggriswold@cox.net)Here's a link to a demo that shows how you can use a script to lock/unlock a group of fields by manipulating their read-only property: https://workspaces.acrobat.com/?d=V6sp4ET*IvPDMfzFDwgYTw
You can test it by clicking the Lock/Unlock button at the top. The preset password is the string "password". It calls a function in a document-level JavaScript that does the work. Remember, this approach cannot considered secure.


