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Introduction to

Adobe PDF Forms


Gustavo Brunser
Business Development Manager
Lori DeFurio
Customer Enablement,
Knowledge Worker Solutions
March 23, 2006

PDF Consulting Ltda


www.pdflatinamerica.com
2005 Adobe Systems Incorporated. All Rights Reserved.
Acrobat Forms

ƒ Workflow
ƒ Create form layout in your application of choice
ƒ Add form fields using Acrobat tools

ƒ Introduced as a plug-in: Acrobat 3.5


ƒ Fully integrated: Acrobat 4.0
ƒ Data: Form Data Format (FDF)
ƒ Scripting: JavaScript

PDF Consulting Ltda


www.pdflatinamerica.com
2005 Adobe Systems Incorporated. All Rights Reserved.
Adobe XML Forms

ƒ Workflow
ƒ Description of form layout & field definitions & business logic in XML template

ƒ Public specification
ƒ http://partners.adobe.com/public/developer/xml/index_arch.html

ƒ Introduced as a plug-in: Acrobat 6.0 (PDF 1.5)


ƒ Fully integrated: Acrobat 6.0.2
ƒ Data: XML
ƒ Scripting: JavaScript or FormCalc

PDF Consulting Ltda


www.pdflatinamerica.com
2005 Adobe Systems Incorporated. All Rights Reserved.
Adobe LiveCycle Designer

ƒ Bundled with Acrobat 7 Professional


ƒ Form design tool
ƒ Create Layout
ƒ Add Logic & Intelligence
ƒ Add Binding to XML, Web Services, OLEDB
ƒ Native file format: XML

ƒ Works for both designers & developers


ƒ UI is very ‘design’ centric
ƒ Scripting engine is powerful

PDF Consulting Ltda


www.pdflatinamerica.com
2005 Adobe Systems Incorporated. All Rights Reserved.
How do XML Forms differ from Acrobat Forms?

ƒ Data format (XML) is open standard


ƒ Dynamic forms
ƒ Pages can expand to fit the data

ƒ Less programming for simple tasks


ƒ Required field message
ƒ Database connectivity

ƒ Accessibility enabled at design time


ƒ Tab order, Tooltips

PDF Consulting Ltda


www.pdflatinamerica.com
2005 Adobe Systems Incorporated. All Rights Reserved.
Templates vs. Dynamic Forms

ƒ Acrobat Forms
ƒ Need to spawn a template
ƒ Does not work in Adobe Reader
ƒ Does work in Adobe Reader + Adobe LiveCycle Reader Extensions
ƒ Supported by Acrobat or Reader 4.x and higher

ƒ XML Forms
ƒ XML template can ‘grow’ to match data or user entry
ƒ Works in Adobe Reader
ƒ REQUIRES Adobe Reader/Acrobat 7.x

PDF Consulting Ltda


www.pdflatinamerica.com
2005 Adobe Systems Incorporated. All Rights Reserved.
Ad Hoc Data Collection use case: Customer Survey

ƒ Survey is created in Designer


ƒ Sent out via email to customers
ƒ Customer uses Adobe Reader to fill and return data
ƒ Data collected in folder
ƒ Acrobat 7 Professional creates CSV
ƒ DEMONSTRATION

PDF Consulting Ltda


www.pdflatinamerica.com
2005 Adobe Systems Incorporated. All Rights Reserved.
Web Services use case: Loan Application

ƒ Customer fills out Loan Application


ƒ Needs to determine monthly payment
ƒ Use SOAP binding to communicate with public Web Service to calculate
monthly payment based on loan amount, interest rate, & months
ƒ Example WSDL: http://www.webservicex.com/FinanceService.asmx?WSDL
ƒ DEMONSTRATION

PDF Consulting Ltda


www.pdflatinamerica.com
2005 Adobe Systems Incorporated. All Rights Reserved.
PDF Consulting Ltda
www.pdflatinamerica.com
2005 Adobe Systems Incorporated. All Rights Reserved.

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