book

PDF Forms Using Acrobat® and LiveCycle® Designer Bible

Name: PDF Forms Using Acrobat® and LiveCycle® Designer Bible
ISBN: 9780470400173

by Ted Padova, Angie Okamoto

February 2009

Intermediate to advanced

1224 pages

29h 56m

English

Wiley

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Copyright
About the Authors
Credits
Preface
About This BookHow to read this bookIconsThe book's contentsStaying ConnectedInternet connectionRegistrationWeb sites to contactContacting Us
Acknowledgments
Ted's acknowledgmentsAngie's acknowledgments
Introduction
NomenclatureAdobe Systems' View on Forms
I. Getting Familiar with Forms
1. Taking a Tour of Acrobat Forms
1.1. Starting with a PDF Document1.2. Populating a Form with Field Objects1.3. Editing a Form1.4. Adding Special Features to PDF Documents1.5. Aggregating Form Data1.6. Moving On1.7. Summary
2. Getting Started with Acrobat Forms
2.1. Understanding the Forms Industry2.1.1. Comparing costs2.1.2. Why Acrobat forms are cost effective2.2. What Are PDF Forms?2.2.1. Scanned paper forms2.2.2. Static forms2.2.3. Fillable forms2.3. Looking at Forms Hosted on Web Servers2.4. Understanding the Acrobat Viewers2.4.1. Acrobat viewers2.4.1.1. Adobe Reader2.4.1.2. Adobe Acrobat 9 Standard (Windows only)2.4.1.3. Adobe Acrobat 9 Pro (Macintosh and Windows)2.4.1.4. Adobe Acrobat 9 Pro Extended (Windows only)2.4.2. Using different versions of Acrobat2.5. Summary
3. Knowing Form Design Standards
3.1. Looking at Some Forms Standards3.1.1. BFMA standards3.1.2. W3C standards3.1.3. Individual standards3.2. Designing Forms for the Form Recipient3.3. Rules for PDF Forms Designs3.4. Summary

4. Creating Form Designs
4.1. Designing PDF Forms4.2. Using Tools for Form Designs4.2.1. Using Microsoft Word to design forms4.2.1.1. Using proper design elements4.2.1.2. Using custom page sizes4.2.1.3. Preparing forms for print4.2.2. Using Microsoft Excel to design forms4.2.3. Using Microsoft PowerPoint as a forms designer4.2.4. Using OpenOffice.org Writer as a forms designer4.2.5. Using layout programs for form design4.2.6. Using illustration programs to design forms4.2.7. Using other programs to create forms4.3. Creating PDF Files4.3.1. Using PDFMaker to convert to PDF documents (Windows only)4.3.1.1. PDFMaker on Windows4.3.1.2. Converting to PDF on the Macintosh4.3.2. Using Acrobat to convert to PDF4.3.2.1. File types supported by Acrobat for PDF creation4.3.2.2. Converting files to PDF using Acrobat4.3.3. Exporting to PDF4.3.4. Using Acrobat Distiller4.3.4.1. Printing PostScript on Windows4.3.4.2. Printing PostScript on the Macintosh4.3.4.3. Converting PostScript to PDF4.4. Modifying Forms4.4.1. Editing text4.4.1.1. Using the TouchUp Text tool4.4.2. Editing objects4.4.3. Editing images4.4.4. Replacing pages4.5. Setting Initial Views4.5.1. Adjusting Layout and Magnification4.5.2. Using Window Options4.5.3. User Interface Options4.6. Summary
II. Using Acrobat Forms Tools and Properties
5. Creating Simple Office Forms
5.1. Understanding Form Editing Mode5.1.1. Getting Familiar with the Form Editing interface5.1.1.1. Using the Start Forms Wizard menu command5.1.1.2. Using the Add or Edit Fields menu command5.1.1.3. Browsing Form Editing Mode5.1.2. Toggling views5.1.3. Editing fields in Viewer mode5.2. Using the Wizards to Create PDF Forms5.2.1. Converting a native file to a PDF form (Windows)5.2.2. Creating a form from a PDF file5.2.3. Setting properties5.3. Adding Field Objects5.3.1. Adding fields5.3.2. Adding essential buttons5.3.2.1. Adding a reset form button5.3.2.2. Adding a Submit Form button5.4. Overcoming Auto Field Detection Problems5.5. Saving Forms5.6. Summary
6. Scanning Office Forms
6.1. Setting Up Acrobat Scan6.1.1. Understanding scanner drivers6.1.1.1. TWAIN software6.1.1.2. Adobe Photoshop plug-in software6.1.1.3. Configuring Windows Imaging Architecture (WIA) scan drivers (Windows only)6.1.2. Creating presets (WIA scanners on Windows)6.1.2.1. Working with presets6.1.2.2. Creating a custom scan6.1.3. Setting scanner options6.2. Recognizing Text Using OCR6.2.1. Understanding Acrobat's text recognition features6.2.2. Converting image files to text (in Windows)6.2.3. Converting image files to text (on a Macintosh)6.2.4. Recognizing text in multiple files6.3. Converting Paper Forms to PDF Forms6.3.1. Converting a paper form to a fillable form6.3.2. Scanning forms for Adobe LiveCycle Designer (Acrobat Pro/Pro Extended for Windows only)6.4. Using Batch Sequences6.5. Summary
7. Working with Form Fields
7.1. Understanding the Field Types7.1.1. Loading the Form tools7.1.2. Working with text fields7.1.2.1. Dropping fields on a form7.1.3. Using some common features for Form tools7.1.3.1. Sizing fields as you add them to a form7.1.3.2. Unloading the cursor7.1.3.3. Using labels7.1.3.4. Using tooltips7.1.4. Working with button fields7.1.5. Working with check box fields7.1.6. Working with radio button fields7.1.7. Working with list boxes7.1.8. Working with combo boxes7.1.9. Working with digital signature fields7.1.10. Working with barcode fields7.1.11. Getting familiar with the Form tools7.2. Naming Fields7.2.1. Auto field naming in Acrobat7.2.2. Editing field names7.2.2.1. Editing field names in the Fields panel7.2.2.2. Using acceptable field names7.2.2.3. Editing field names in Viewer mode7.2.2.4. Editing field names in the Properties dialog box7.2.3. Using hierarchical names7.3. Managing Fields7.3.1. Organizing fields7.3.1.1. Copying and pasting fields7.3.1.2. Placing multiple fields7.3.1.3. Moving fields7.3.1.4. Deleting fields7.3.1.5. Aligning fields7.3.1.6. Sizing fields7.3.1.7. Setting attribute defaults7.3.2. Creating multiple copies of fields7.3.3. Creating forms in Viewer mode7.4. Using Rulers, Guides, and Grids7.4.1. Using Rulers7.4.1.1. Drawing guidelines7.4.1.2. Snapping fields to guidelines7.4.2. Working with grids7.4.2.1. Setting up a grid7.4.2.2. Snapping to a grid7.5. Filling in Forms7.5.1. Using the Typewriter tool7.5.2. Navigating form fields7.5.2.1. Form field navigation keystrokes7.5.2.2. Viewing fields7.5.2.3. Using Auto-Complete features7.6. Setting Field Tab Orders7.7. Summary
8. Working with Tables
8.1. Creating Tables in PDF Forms8.1.1. Auto-detecting fields in tables8.1.1.1. Creating tables by auto-detecting fields8.1.1.2. Adding fields to a table8.1.2. Adding fields manually to tables8.1.2.1. Creating tables with radio buttons and check boxes8.1.2.1.1. Adding the first row of fields8.1.2.1.2. Adding the first columns of fields8.1.2.1.3. Adding mutually exclusive fields to a table8.1.2.2. Copying and pasting non-table data8.2. Converting Tables to Application Documents8.2.1. Exporting tables to Microsoft Excel8.2.2. Exporting tables to Microsoft Word8.2.2.1. Using the Export command8.2.2.2. Using Copy as Table8.3. Exporting Table Data8.4. Summary
9. Working with Field Properties
9.1. Getting to Know the Properties Window9.1.1. Using default views9.1.2. Using tab options9.2. Understanding Field Properties Options9.2.1. Working with General properties9.2.2. Assigning appearances to fields9.2.3. Setting Options properties9.2.3.1. Setting text options9.2.3.2. Working with check box and radio button options9.2.3.3. Setting combo box and list box options9.2.3.4. Using button options9.2.3.5. Looking at barcode options9.2.4. Using Actions properties9.2.4.1. Go to a page view9.2.4.2. Execute a menu item9.2.4.3. Import form data9.2.4.4. Multimedia Operation (Acrobat 9 and later)9.2.4.5. Open a file9.2.4.6. Open a Web link9.2.4.7. Play a sound9.2.4.8. Run a JavaScript9.2.4.9. Set layer visibility9.2.4.10. Show/hide a field9.2.4.11. Reset a form9.2.4.12. Submit a form9.2.5. Using the Format properties9.2.6. Using Validate properties9.2.7. Understanding the Calculate properties9.2.8. Using Selection Change properties9.2.9. Setting digital signature fields properties9.2.10. Using the barcode properties9.2.11. Using the Properties bar9.3. Editing Multiple Fields Properties9.4. Using Field Properties9.4.1. Setting text field properties9.4.1.1. Naming fields9.4.1.2. Calculating fields9.4.1.3. Creating comb fields9.4.2. Setting check box properties for mutually exclusive fields9.4.3. Setting button field properties9.4.3.1. Creating a button face9.4.3.2. Adding actions to buttons9.5. Summary
III. Preparing Forms for Deployment
10. Enabling PDF Forms for Adobe Reader
10.1. Understanding Reader Enablement10.1.1. Knowing the licensing limitations10.1.2. Using form servers10.2. Adding Permissions for Adobe Reader Users10.2.1. Enabling PDFs for form save and digital signatures10.2.2. Enabling PDFs for commenting10.2.2.1. Using comments with forms10.2.2.2. Creating a custom stamp10.2.2.3. Adding custom stamps to forms10.2.3. Using wizards to enable files10.2.4. Enabling LiveCycle Designer forms10.3. Editing Enabled Forms10.3.1. Keeping backups of forms prior to enabling10.3.2. Editing enabled PDF files10.3.3. Working with enabled files and PDF Portfolios10.4. Using Batch Sequences10.4.1. Using preset sequences for PDF forms10.4.1.1. Using the PDF Optimizer10.4.1.2. Optimizing scanned files10.4.1.3. Detecting fields and using OCR10.4.1.4. Ordering fields10.4.2. Creating custom sequences10.5. Summary
11. Making Forms Accessible
11.1. Understanding Accessibility11.1.1. Understanding assistive devices11.1.1.1. Setting accessibility preferences11.1.1.2. Using the Accessibility Setup Assistant11.1.2. Creating a workflow for authoring accessible PDF forms11.2. Tagging PDF Files11.2.1. Checking the status of tagged PDF files11.2.1.1. Running a quick accessibility check11.2.1.2. Running a full accessibility check11.2.2. Creating tags in untagged documents11.3. Designing Forms for Accessibility11.3.1. Designing an accessible form11.3.2. Choosing a language11.3.3. Setting up form fields11.3.4. Editing form elements11.3.4.1. Setting the reading order11.3.4.2. Adding alternate text11.3.4.3. Setting reading preferences11.3.4.4. Reading a form aloud11.4. Summary
12. Using Signatures and Security
12.1. Understanding Digital Signatures12.1.1. Using third-party signature handlers12.1.2. Using wet signatures12.1.2.1. Scanning an analog signature12.1.2.2. Adding wet signatures in Adobe Reader12.1.2.3. Using wet signatures with an Acrobat Audience12.1.2.4. Preparing files for wet signatures using Adobe LiveCycle Designer12.2. Creating Digital Signatures12.2.1. Exploring digital ID and security menu commands12.2.2. Creating a digital ID12.2.2.1. Creating a custom appearance12.2.2.2. Creating a new digital ID12.2.3. Using signature fields12.2.4. Locking fields12.2.5. Applying multiple signatures on a form12.2.6. Validating signatures12.2.6.1. Acquiring certificates via e-mail attachments12.2.6.2. Exporting certificates from signed documents12.2.6.3. Adding levels of trust to certificates12.2.6.4. Using a Trusted Identity to validate a signature12.3. Using Password Security12.3.1. Understanding the security settings options12.3.2. Using a security policy12.4. Summary
13. Working with PDF Portfolios and Layers
13.1. Creating PDF Portfolios13.1.1. Creating a new PDF Portfolio13.1.1.1. Add a welcome page13.1.1.2. Add a header13.1.2. Working with details13.1.2.1. Examining the File Details view13.1.2.2. Adding new columns to the File Details view13.1.3. Navigating PDF Portfolios13.1.3.1. Understanding different preview options13.1.3.2. Adding navigation links to files in a portfolio13.1.3.3. Adding buttons for navigational links in a portfolio13.1.4. Enabling forms in PDF Portfolios13.1.5. Submitting forms from PDF Portfolios13.2. Working with Layers13.2.1. Using layered PDF forms13.2.2. Adding new layers to a form13.2.2.1. Changing layer visibility13.2.2.2. Changing default layer states13.3. Summary
IV. Managing Form Data
14. Working with Data
14.1. Deploying Forms14.1.1. Hosting forms on Web sites14.1.1.1. Setting up the Web site design14.1.1.2. Adding instructions for downloading forms14.1.2. Distributing forms via e-mail14.1.2.1. Using Submit Form buttons14.1.2.2. Manually collecting responses in an e-mail inbox14.1.3. E-mailing forms using Acrobat14.1.4. Participating in an e-mail form distribution14.1.5. Hacking the Submit Form button14.1.5.1. Understanding the Submit Form button and distributed forms14.1.5.2. Editing the Submit Form button properties14.1.5.3. Examining JavaScript functions14.2. Working with Network Servers14.3. Using Acrobat.com14.3.1. Logging into Acrobat.com14.3.1.1. Creating an Adobe ID14.3.1.2. Adding the log-on information to the Preferences14.3.2. Using Acrobat.com services14.3.3. Submitting forms to Acrobat.com14.3.4. Viewing files on Acrobat.com14.4. Managing Data14.4.1. Using the Tracker14.4.2. Managing responses from distributed forms14.4.2.1. Viewing the responses data14.4.2.2. Filtering data14.4.2.3. Exporting data14.4.2.4. Creating a summary file14.4.2.5. Archiving data14.4.3. Managing manually distributed forms14.4.3.1. Manually adding data to a responses file14.4.3.2. Compiling data from legacy files14.4.3.3. Aggregating data when a responses file does not exist14.5. Summary
15. Working with Field Calculations
15.1. Using Acrobat's Preset Formulas15.1.1. Formatting fields15.1.2. Getting familiar with calculation formulas15.1.3. Averaging data15.1.3.1. Using the average preset15.1.3.2. Averaging with check boxes and radio buttons15.1.4. Calculating a product15.1.4.1. Designing the form15.1.4.2. Adding the calculation formulas15.1.4.3. Eliminating default zeros15.1.5. Summing data15.1.6. Summing and averaging data15.1.6.1. Designing the form15.1.6.2. Calculating check box sums15.1.6.3. Averaging check box values15.1.7. Setting field calculations orders15.2. Using Simplified Field Notation15.2.1. Naming fields for SFN15.2.2. Performing math calculations with SFN15.3. Calculating Time15.3.1. Designing a form using time calculations15.3.2. Creating time calculations15.4. Summary
V. Working with JavaScript
16. Introducing JavaScript
16.1. Getting Started with Acrobat JavaScript16.1.1. Finding JavaScripts16.1.1.1. Examining field scripts16.1.1.2. Bookmarks and links16.1.1.3. Examining document-level JavaScripts16.1.1.4. Examining page actions16.1.1.5. Examining document actions16.1.1.6. Searching for page templates16.1.2. Using the JavaScript Debugger16.1.2.1. Setting the Debugger preferences16.1.2.2. Opening the Debugger window16.1.3. Using the JavaScript Console16.1.4. Writing a script in the console16.1.5. Copying and pasting scripts16.1.6. Changing editors16.2. Learning JavaScript16.2.1. Searching for JavaScripts16.2.2. Reviewing manuals16.2.2.1. Acquiring the JavaScript for Acrobat API Reference16.2.2.2. Using the 101AcroFormsTips_A9.pdf document16.2.3. Using online services16.2.3.1. Using non-subscription fee services16.2.3.2. Subscription services16.3. Filing Scripts16.4. Summary
17. Creating Simple JavaScripts
17.1. Creating Application Alerts17.1.1. Creating a message alert17.1.2. Assessing viewer versions17.1.3. Assessing viewer types17.1.4. Adding alerts to document actions17.1.5. Adding application beeps17.2. Managing Field Behaviors17.2.1. Showing and hiding fields17.2.2. Locking fields17.2.3. Changing highlight color17.2.4. Changing text colors17.2.4.1. Changing colors17.2.4.2. Defining custom colors17.2.5. Check box and radio button behaviors17.2.5.1. Designing check box fields17.2.5.2. Adding JavaScripts to check box fields17.3. Creating Form Submission Scripts17.3.1. Submitting a form17.3.2. Submitting form data17.4. Using Scripts for Printing17.4.1. Printing a document17.4.2. Printing a page17.4.3. Eliminating fields from print17.5. Creating Document Viewing Scripts17.5.1. Resetting fields17.5.1.1. Creating separate fields for resetting a form17.5.1.2. Using JavaScript to reset a form17.5.1.3. Preserving default values17.5.2. Zooming views17.5.3. Navigating pages17.5.4. Full Screen scripts17.6. Summary
18. Creating Advanced JavaScripts
18.1. Adding Annotations18.1.1. Assessing coordinates18.1.2. Adding a text box comment18.2. Writing Calculation Scripts18.2.1. Summing columns and rows18.2.1.1. Designing the form18.2.1.2. Calculating a column of fields18.2.2. Calculating a sales tax18.2.2.1. Calculating sales tax using fixed tax rates18.2.2.2. Calculating sales tax from user-supplied tax rates18.2.3. Calculating a shipping charge18.2.3.1. Designing the form18.2.3.2. Calculating a shipping fee using check box JavaScripts18.2.4. Date stamping a form18.2.4.1. Designing the form18.2.4.2. Adding a date stamp using JavaScript18.3. Custom Formatting Fields18.3.1. Eliminating zeros18.3.1.1. Adding null values to fields18.3.1.2. Replacing zeros with null values18.3.2. Creating fixed response options18.3.2.1. Adding programmer's notes18.3.2.2. Creating a function18.3.3. Moving items between lists18.4. Creating Application Response Dialog Boxes18.4.1. Using an application response dialog box for a name field18.4.2. Using an application response dialog box for a credit card number18.5. Working with Optional Content Groups18.6. Summary
19. Creating JavaScripts for Acrobat Users
19.1. Adding Fields via JavaScript19.1.1. Designing the form19.1.1.1. Understanding spawned fields19.1.1.2. Calculating fields using field names from spawned pages19.1.1.3. Calculating time19.1.2. Using the addField Object19.1.3. Deleting fields19.2. Spawning Pages from Templates19.2.1. Creating page templates19.2.2. Appending pages to a document19.2.3. Overlaying templates on form pages19.2.4. Working with scanned forms19.2.4.1. Using scanned forms in a single file19.2.4.2. Using individual scanned forms19.2.4.3. Setting up a batch sequence19.2.4.4. Splitting files19.3. Sending Data to Secondary Forms19.3.1. Setting up secondary forms19.3.2. Sending data to summary forms19.3.3. Summarizing data with paper forms19.3.3.1. Adding new fields to the scanned forms document19.3.3.2. Sending data to the summary file19.3.3.3. Reusing the JavaScripts19.4. Adding Menu Commands19.4.1. Adding functions to menus19.4.2. Adding URLs to menus19.5. Summary
VI. Getting Started with LiveCycle Designer
20. Using LiveCycle Designer on the Macintosh
20.1. Understanding Designer's Development20.2. Setting Up Designer on the Macintosh20.2.1. Using virtualization software20.2.2. Installing Acrobat on Windows20.2.3. Justifying the costs20.3. Editing XML Files in Acrobat20.4. Summary
21. Introducing LiveCycle Designer
21.1. Why LiveCycle Designer?21.1.1. Creating dynamic forms21.1.2. Understanding system requirements21.2. Knowing Designer Advantages and Limitations21.2.1. What you can do with LiveCycle Designer21.2.2. What you cannot do with LiveCycle Designer21.3. Using LiveCycle Designer and Acrobat21.3.1. Editing XML forms in Acrobat21.3.2. Enabling XML forms in Acrobat21.3.3. Distributing XML forms in Acrobat21.4. Looking at the Installed Files21.4.1. Examining the sample files21.4.2. Using the scripting references21.5. Summary
22. Getting Familiar with the Designer Workspace
22.1. Getting Familiar with the LiveCycle Designer Environment22.1.1. Navigating the welcome window22.1.2. Creating forms with the New Form Assistant22.1.3. Examining the workspace22.1.3.1. The script editor22.1.3.2. Palettes, palette wells, and palette tabs22.1.3.3. Using the Hierarchy palette22.1.3.4. Using the Data View palette22.1.3.5. Using the PDF Structure palette22.1.3.6. Using the Tab Order palette22.1.3.7. Using the Info palette22.1.4. Examining the Fields palettes22.1.4.1. Using the Library palette22.1.4.2. Exploring the Fragment Library22.1.4.3. Using the How To palette22.1.4.4. Using the Layout palette22.1.4.5. Using the Object palette22.1.4.6. Using the Border palette22.1.4.7. Using the Accessibility palette22.1.5. Working with the tabs22.1.5.1. Using Design View22.1.5.2. Using master pages22.1.5.3. Using XML source22.1.5.4. Using the Preview PDF tab22.2. Customizing the Workspace22.2.1. Using the Window menu22.2.1.1. Opening the Font and Paragraph palettes22.2.1.2. Looking at drawing aids22.2.1.3. Opening the script editor22.2.1.4. Viewing the status bar22.2.2. Changing palette views22.2.2.1. Customizing keyboard shortcuts22.2.2.2. Adding tools and toolbars22.2.3. Using the View menu22.2.3.1. Changing zoom levels22.2.3.2. Using the grid22.3. Summary
VII. Creating XML Forms
23. Designing Forms in LiveCycle Designer ES
23.1. Creating New Forms from Blank Pages23.1.1. Setting up the environment23.1.2. Creating blank new forms23.1.3. Using the New Form Assistant wizard23.1.4. Adding objects to a blank page23.1.4.1. Setting up the master page23.1.4.2. Adding field objects on the design page23.1.4.3. Creating a Custom Library Group23.1.4.4. Adding signatures and buttons23.1.5. Using Microsoft Word documents23.1.5.1. Setting up a Microsoft Word form23.1.5.2. Converting a Word form to a Designer form23.1.6. Using Microsoft Excel spreadsheets23.2. Creating a Form Based on a Template23.2.1. Examining the templates23.2.2. Creating a form from a template23.2.3. Creating a custom template23.3. Importing a PDF Document23.4. Summary
24. Working with Designer's Form Fields and Objects
24.1. Adding Fields and Objects to a Form24.1.1. Using the drag and drop metaphor24.1.2. Stamping fields and objects24.1.3. Drawing fields and objects24.1.4. Copying fields and objects24.1.5. Using the Insert menu to add objects24.1.6. Using the Tools toolbar to add objects24.1.7. Duplicating fields and objects24.1.8. Using Copy Multiple24.1.9. Selecting and aligning objects24.1.9.1. Selecting multiple fields and objects on the design page24.1.9.2. Selecting multiple fields and objects in the Hierarchy palette24.1.9.3. Aligning objects24.1.9.4. Using guidelines24.1.9.5. Distributing objects24.1.10. Grouping fields and objects24.2. Examining the Object Library Palette24.2.1. Working with object types and default settings24.2.2. Exploring the Standard Group24.2.3. Exploring the My Favorites group24.2.4. Exploring the Custom Group24.2.5. Exploring the Barcodes Group24.3. Creating Custom Library Objects24.3.1. Creating a new library group24.3.2. Adding a new library object24.3.3. Managing custom library objects24.3.4. Sharing a custom library24.4. Form Fragments24.4.1. Creating form fragments24.4.2. Creating fragment library groups24.4.3. Using form fragments24.4.4. Updating form fragments24.5. Adding Fields and Objects to Master Pages24.6. Using the Object Editor24.7. Summary
25. Working with Objects
25.1. Formatting Field Objects Appearances25.1.1. Changing Appearance properties25.1.1.1. Editing captions25.1.1.2. Editing appearances25.1.2. Changing object attributes25.1.3. Changing font attributes25.1.4. Setting paragraph attributes25.1.5. Editing strokes and fills25.1.5.1. Working with elliptical shapes25.1.5.2. Working with line shapes25.1.5.3. Working with rectangular shapes25.2. Setting Field Object Properties25.2.1. Changing field attributes25.2.1.1. Editing field attributes25.2.1.2. Editing value attributes25.2.2. Binding data to fields25.2.2.1. Using Normal binding25.2.2.2. Using Global binding25.2.2.3. Using a Data Connection25.2.2.4. Using None for binding25.2.2.5. Using Explicit binding25.2.2.6. Using Implicit binding25.2.2.7. Using Absolute binding expressions25.2.2.8. Using Relative binding expressions25.2.3. Understanding pattern types25.2.3.1. Using Display Patterns25.2.3.2. Creating a custom pattern25.2.3.3. Using validation patterns25.2.3.4. Creating an arbitrary mask25.3. Setting Tab Orders25.3.1. Reordering fields25.3.2. Changing the views25.3.3. Returning to normal edit mode25.4. Summary
VIII. Creating Dynamic Forms with LiveCycle Designer
26. Creating Dynamic XML Forms
26.1. Comparing Static and Dynamic Forms26.1.1. Creating dynamic forms in Acrobat26.1.2. Using dynamic elements in Designer26.1.3. Understanding data binding26.2. Understanding Runtime26.3. Using the Hierarchy Palette26.4. Understanding Dynamic Properties26.5. Summary
27. Working with Tables
27.1. Creating Tables in LiveCycle Designer ES27.1.1. Creating a static table in Designer27.1.2. Creating static tables using Insert Table27.1.3. Working with dynamic tables27.1.3.1. Designing the form27.1.3.2. Using the Table Assistant27.2. Working with Table Data27.2.1. Creating an XML file27.2.2. Adding field objects from a data source file27.3. Creating Sections in Tables27.3.1. Designing the form27.3.2. Adding fields27.3.2.1. Adding fields and adjusting field properties27.3.2.2. Setting some global properties27.3.2.3. Debugging problems27.4. Summary
28. Working with Subforms
28.1. Creating Subforms28.1.1.28.1.1.1. Placing subforms before adding content28.1.1.2. Adding subforms after adding content28.1.2. Setting subform properties28.1.2.1. Understanding positioned and flowed content areas28.1.2.2. Setting the pagination options28.1.3. Adding headers (overflow leaders) and footers (overflow trailers) to subforms28.1.4. Previewing a dynamic form28.1.5. Nesting subforms28.1.6. Using tables for dynamic subforms28.1.7. Creating dynamic expanding text fields28.2. Creating User-Controlled Dynamic Forms28.2.1. Understanding the Instance Manager28.2.2. Creating buttons to call the Instance Manager28.3. Testing Forms and Previewing XML Data in Dynamic Forms28.3.1. Creating some sample XML data28.3.2. Importing sample XML data28.3.2.1. Using form properties28.3.2.2. Troubleshooting dynamic forms28.4. Summary
IX. Working with Data and Scripts
29. Introducing LiveCycle Designer Scripting
29.1. Scripting Advantages29.2. Using the Script Editor29.3. Setting Scripting Language Preferences29.4. Writing Scripts29.4.1. Referencing objects29.4.2. Choosing the right scripting event29.4.3. Using FormCalc29.4.4. Using JavaScript29.5. Debugging Scripts29.6. Getting Help29.6.1. Using the FormCalc user reference29.6.2. Using the LiveCycle Designer Scripting Reference29.7. Comparing Scripting Languages29.8. Summary
30. Deploying Forms
30.1. Preparing for Deployment30.2. Saving LiveCycle Designer Forms30.2.1. Saving static forms30.2.2. Saving dynamic forms30.2.3. Setting the target version30.2.4. Saving XDP forms30.2.5. Rendering HTML forms30.2.6. Rendering form guides30.3. Adding Security30.4. Distributing Forms30.5. Summary
31. Working with Data
31.1. Creating an XML File31.1.1. Understanding XML structure31.1.2. Using XML editors31.2. Creating New Data Connection31.2.1. Binding to an XML schema31.2.2. Binding to an XML sample file31.2.3. Binding to an OLEDB database31.2.4. Binding to a WSDL file31.3. Setting Field Data Bindings31.3.1. Setting bindings to existing fields31.3.2. Setting bindings while creating new fields31.4. Summary
32. Examining Some Dynamic Forms
32.1. Working with Designer's Tutorials32.2. Examining the Sample Forms32.2.1. Copying the Sample files32.2.2. Examining the Dunning Notice form32.2.3. Examining the E-ticket form32.2.4. Examining the Form Guide32.2.5. Examining the Grant Application form32.2.6. Examining the Purchase Order form32.2.7. Examining the Scripting form32.2.8. Examining the SubformSet forms32.2.9. Examining the Tax Receipt form32.3. Exploring Sample Forms Online32.4. Summary
33. Working with Databases
33.1. Working with a Database33.1.1. Exploring a database design33.1.2. Importing data into an Access database33.1.3. Exporting data from the Access database33.2. Importing Data from a Database33.2.1. Testing the exported database data in the original form33.2.2. Modifying a form for importing data33.3. Summary
34. Introducing LiveCycle Enterprise Suite
34.1. Examining a Process34.1.1. Looking at the paper workflow34.1.2. Comparing a paper process to the LiveCycle ES workflow34.1.3. Justifying the need for electronic processes34.1.4. Exploring the LiveCycle ES solution34.2. Getting an Overview of LiveCycle ES34.2.1. LiveCycle ES clients34.2.2. LiveCycle ES Foundation34.2.2.1. Service container34.2.2.2. Foundation services34.2.2.3. Administration tools34.2.2.4. Central repository34.2.3. LiveCycle ES solution components34.2.3.1. Data capture34.2.3.2. Information assurance34.2.3.3. Document output34.2.3.4. Process management34.2.3.5. Content services34.2.4. LiveCycle ES development tools34.2.4.1. LiveCycle Workbench ES34.2.4.2. LiveCycle Designer ES34.2.4.3. Adobe Flex Builder34.3. Taking a Tour of LiveCycle Workspace ES34.3.1. What is the Workspace?34.3.2. Overview of the interface34.3.2.1. Start Process34.3.2.2. To Do34.3.2.3. Tracking34.3.2.4. Preferences34.3.2.5. Messages34.4. Optimizing Designer Forms–Server Deployment34.4.1. Scripting considerations34.4.2. File type considerations34.4.3. Additional server-required objects34.5. Summary
35. Getting More Help with LiveCycle Designer
35.1. Using Some Help Guidelines35.2. Using Internet Resources35.3. Using the Reference Manuals35.3.1. LiveCycle Designer Help Guide35.3.2. Using scripting guides35.4. Monitoring RSS Feeds35.5. Summary
A. Using the CD-ROM
A.1. System RequirementsA.2. Installation InstructionsA.2.1. ContentsA.2.2. Adobe Reader 9.0A.2.3. PDF version of the bookA.2.4. Author-created PDF documentsA.2.5. PDF forms eBookA.3. TroubleshootingA.4. Customer Care
Wiley Publishing, Inc. End-User License Agreement

Overview

This comprehensive guide to creating fillable forms with the latest release of Adobe Acrobat is packed with real-world insights and techniques gained from daily use of Adobe Acrobat and Adobe LiveCycle Designer under business deadline situations. You’ll get step-by-step instructions that show you how to easily create and implement interactive PDF forms using both Adobe Acrobat and Adobe LiveCycle Designer.

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