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PDF Forms Using Acrobat® and LiveCycle® Designer Bible

Book Description

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.

Note: CD-ROM/DVD and other supplementary materials are not included as part of eBook file.

Table of Contents

  1. Copyright
  2. About the Authors
  3. Credits
  4. Preface
    1. About This Book
      1. How to read this book
      2. Icons
      3. The book's contents
    2. Staying Connected
      1. Internet connection
      2. Registration
      3. Web sites to contact
    3. Contacting Us
  5. Acknowledgments
    1. Ted's acknowledgments
    2. Angie's acknowledgments
  6. Introduction
    1. Nomenclature
    2. Adobe Systems' View on Forms
  7. I. Getting Familiar with Forms
    1. 1. Taking a Tour of Acrobat Forms
      1. 1.1. Starting with a PDF Document
      2. 1.2. Populating a Form with Field Objects
      3. 1.3. Editing a Form
      4. 1.4. Adding Special Features to PDF Documents
      5. 1.5. Aggregating Form Data
      6. 1.6. Moving On
      7. 1.7. Summary
    2. 2. Getting Started with Acrobat Forms
      1. 2.1. Understanding the Forms Industry
        1. 2.1.1. Comparing costs
        2. 2.1.2. Why Acrobat forms are cost effective
      2. 2.2. What Are PDF Forms?
        1. 2.2.1. Scanned paper forms
        2. 2.2.2. Static forms
        3. 2.2.3. Fillable forms
      3. 2.3. Looking at Forms Hosted on Web Servers
      4. 2.4. Understanding the Acrobat Viewers
        1. 2.4.1. Acrobat viewers
          1. 2.4.1.1. Adobe Reader
          2. 2.4.1.2. Adobe Acrobat 9 Standard (Windows only)
          3. 2.4.1.3. Adobe Acrobat 9 Pro (Macintosh and Windows)
          4. 2.4.1.4. Adobe Acrobat 9 Pro Extended (Windows only)
        2. 2.4.2. Using different versions of Acrobat
      5. 2.5. Summary
    3. 3. Knowing Form Design Standards
      1. 3.1. Looking at Some Forms Standards
        1. 3.1.1. BFMA standards
        2. 3.1.2. W3C standards
        3. 3.1.3. Individual standards
      2. 3.2. Designing Forms for the Form Recipient
      3. 3.3. Rules for PDF Forms Designs
      4. 3.4. Summary
    4. 4. Creating Form Designs
      1. 4.1. Designing PDF Forms
      2. 4.2. Using Tools for Form Designs
        1. 4.2.1. Using Microsoft Word to design forms
          1. 4.2.1.1. Using proper design elements
          2. 4.2.1.2. Using custom page sizes
          3. 4.2.1.3. Preparing forms for print
        2. 4.2.2. Using Microsoft Excel to design forms
        3. 4.2.3. Using Microsoft PowerPoint as a forms designer
        4. 4.2.4. Using OpenOffice.org Writer as a forms designer
        5. 4.2.5. Using layout programs for form design
        6. 4.2.6. Using illustration programs to design forms
        7. 4.2.7. Using other programs to create forms
      3. 4.3. Creating PDF Files
        1. 4.3.1. Using PDFMaker to convert to PDF documents (Windows only)
          1. 4.3.1.1. PDFMaker on Windows
          2. 4.3.1.2. Converting to PDF on the Macintosh
        2. 4.3.2. Using Acrobat to convert to PDF
          1. 4.3.2.1. File types supported by Acrobat for PDF creation
          2. 4.3.2.2. Converting files to PDF using Acrobat
        3. 4.3.3. Exporting to PDF
        4. 4.3.4. Using Acrobat Distiller
          1. 4.3.4.1. Printing PostScript on Windows
          2. 4.3.4.2. Printing PostScript on the Macintosh
          3. 4.3.4.3. Converting PostScript to PDF
      4. 4.4. Modifying Forms
        1. 4.4.1. Editing text
          1. 4.4.1.1. Using the TouchUp Text tool
        2. 4.4.2. Editing objects
        3. 4.4.3. Editing images
        4. 4.4.4. Replacing pages
      5. 4.5. Setting Initial Views
        1. 4.5.1. Adjusting Layout and Magnification
        2. 4.5.2. Using Window Options
        3. 4.5.3. User Interface Options
      6. 4.6. Summary
  8. II. Using Acrobat Forms Tools and Properties
    1. 5. Creating Simple Office Forms
      1. 5.1. Understanding Form Editing Mode
        1. 5.1.1. Getting Familiar with the Form Editing interface
          1. 5.1.1.1. Using the Start Forms Wizard menu command
          2. 5.1.1.2. Using the Add or Edit Fields menu command
          3. 5.1.1.3. Browsing Form Editing Mode
        2. 5.1.2. Toggling views
        3. 5.1.3. Editing fields in Viewer mode
      2. 5.2. Using the Wizards to Create PDF Forms
        1. 5.2.1. Converting a native file to a PDF form (Windows)
        2. 5.2.2. Creating a form from a PDF file
        3. 5.2.3. Setting properties
      3. 5.3. Adding Field Objects
        1. 5.3.1. Adding fields
        2. 5.3.2. Adding essential buttons
          1. 5.3.2.1. Adding a reset form button
          2. 5.3.2.2. Adding a Submit Form button
      4. 5.4. Overcoming Auto Field Detection Problems
      5. 5.5. Saving Forms
      6. 5.6. Summary
    2. 6. Scanning Office Forms
      1. 6.1. Setting Up Acrobat Scan
        1. 6.1.1. Understanding scanner drivers
          1. 6.1.1.1. TWAIN software
          2. 6.1.1.2. Adobe Photoshop plug-in software
          3. 6.1.1.3. Configuring Windows Imaging Architecture (WIA) scan drivers (Windows only)
        2. 6.1.2. Creating presets (WIA scanners on Windows)
          1. 6.1.2.1. Working with presets
          2. 6.1.2.2. Creating a custom scan
        3. 6.1.3. Setting scanner options
      2. 6.2. Recognizing Text Using OCR
        1. 6.2.1. Understanding Acrobat's text recognition features
        2. 6.2.2. Converting image files to text (in Windows)
        3. 6.2.3. Converting image files to text (on a Macintosh)
        4. 6.2.4. Recognizing text in multiple files
      3. 6.3. Converting Paper Forms to PDF Forms
        1. 6.3.1. Converting a paper form to a fillable form
        2. 6.3.2. Scanning forms for Adobe LiveCycle Designer (Acrobat Pro/Pro Extended for Windows only)
      4. 6.4. Using Batch Sequences
      5. 6.5. Summary
    3. 7. Working with Form Fields
      1. 7.1. Understanding the Field Types
        1. 7.1.1. Loading the Form tools
        2. 7.1.2. Working with text fields
          1. 7.1.2.1. Dropping fields on a form
        3. 7.1.3. Using some common features for Form tools
          1. 7.1.3.1. Sizing fields as you add them to a form
          2. 7.1.3.2. Unloading the cursor
          3. 7.1.3.3. Using labels
          4. 7.1.3.4. Using tooltips
        4. 7.1.4. Working with button fields
        5. 7.1.5. Working with check box fields
        6. 7.1.6. Working with radio button fields
        7. 7.1.7. Working with list boxes
        8. 7.1.8. Working with combo boxes
        9. 7.1.9. Working with digital signature fields
        10. 7.1.10. Working with barcode fields
        11. 7.1.11. Getting familiar with the Form tools
      2. 7.2. Naming Fields
        1. 7.2.1. Auto field naming in Acrobat
        2. 7.2.2. Editing field names
          1. 7.2.2.1. Editing field names in the Fields panel
          2. 7.2.2.2. Using acceptable field names
          3. 7.2.2.3. Editing field names in Viewer mode
          4. 7.2.2.4. Editing field names in the Properties dialog box
        3. 7.2.3. Using hierarchical names
      3. 7.3. Managing Fields
        1. 7.3.1. Organizing fields
          1. 7.3.1.1. Copying and pasting fields
          2. 7.3.1.2. Placing multiple fields
          3. 7.3.1.3. Moving fields
          4. 7.3.1.4. Deleting fields
          5. 7.3.1.5. Aligning fields
          6. 7.3.1.6. Sizing fields
          7. 7.3.1.7. Setting attribute defaults
        2. 7.3.2. Creating multiple copies of fields
        3. 7.3.3. Creating forms in Viewer mode
      4. 7.4. Using Rulers, Guides, and Grids
        1. 7.4.1. Using Rulers
          1. 7.4.1.1. Drawing guidelines
          2. 7.4.1.2. Snapping fields to guidelines
        2. 7.4.2. Working with grids
          1. 7.4.2.1. Setting up a grid
          2. 7.4.2.2. Snapping to a grid
      5. 7.5. Filling in Forms
        1. 7.5.1. Using the Typewriter tool
        2. 7.5.2. Navigating form fields
          1. 7.5.2.1. Form field navigation keystrokes
          2. 7.5.2.2. Viewing fields
          3. 7.5.2.3. Using Auto-Complete features
      6. 7.6. Setting Field Tab Orders
      7. 7.7. Summary
    4. 8. Working with Tables
      1. 8.1. Creating Tables in PDF Forms
        1. 8.1.1. Auto-detecting fields in tables
          1. 8.1.1.1. Creating tables by auto-detecting fields
          2. 8.1.1.2. Adding fields to a table
        2. 8.1.2. Adding fields manually to tables
          1. 8.1.2.1. Creating tables with radio buttons and check boxes
            1. 8.1.2.1.1. Adding the first row of fields
            2. 8.1.2.1.2. Adding the first columns of fields
            3. 8.1.2.1.3. Adding mutually exclusive fields to a table
          2. 8.1.2.2. Copying and pasting non-table data
      2. 8.2. Converting Tables to Application Documents
        1. 8.2.1. Exporting tables to Microsoft Excel
        2. 8.2.2. Exporting tables to Microsoft Word
          1. 8.2.2.1. Using the Export command
          2. 8.2.2.2. Using Copy as Table
      3. 8.3. Exporting Table Data
      4. 8.4. Summary
    5. 9. Working with Field Properties
      1. 9.1. Getting to Know the Properties Window
        1. 9.1.1. Using default views
        2. 9.1.2. Using tab options
      2. 9.2. Understanding Field Properties Options
        1. 9.2.1. Working with General properties
        2. 9.2.2. Assigning appearances to fields
        3. 9.2.3. Setting Options properties
          1. 9.2.3.1. Setting text options
          2. 9.2.3.2. Working with check box and radio button options
          3. 9.2.3.3. Setting combo box and list box options
          4. 9.2.3.4. Using button options
          5. 9.2.3.5. Looking at barcode options
        4. 9.2.4. Using Actions properties
          1. 9.2.4.1. Go to a page view
          2. 9.2.4.2. Execute a menu item
          3. 9.2.4.3. Import form data
          4. 9.2.4.4. Multimedia Operation (Acrobat 9 and later)
          5. 9.2.4.5. Open a file
          6. 9.2.4.6. Open a Web link
          7. 9.2.4.7. Play a sound
          8. 9.2.4.8. Run a JavaScript
          9. 9.2.4.9. Set layer visibility
          10. 9.2.4.10. Show/hide a field
          11. 9.2.4.11. Reset a form
          12. 9.2.4.12. Submit a form
        5. 9.2.5. Using the Format properties
        6. 9.2.6. Using Validate properties
        7. 9.2.7. Understanding the Calculate properties
        8. 9.2.8. Using Selection Change properties
        9. 9.2.9. Setting digital signature fields properties
        10. 9.2.10. Using the barcode properties
        11. 9.2.11. Using the Properties bar
      3. 9.3. Editing Multiple Fields Properties
      4. 9.4. Using Field Properties
        1. 9.4.1. Setting text field properties
          1. 9.4.1.1. Naming fields
          2. 9.4.1.2. Calculating fields
          3. 9.4.1.3. Creating comb fields
        2. 9.4.2. Setting check box properties for mutually exclusive fields
        3. 9.4.3. Setting button field properties
          1. 9.4.3.1. Creating a button face
          2. 9.4.3.2. Adding actions to buttons
      5. 9.5. Summary
  9. III. Preparing Forms for Deployment
    1. 10. Enabling PDF Forms for Adobe Reader
      1. 10.1. Understanding Reader Enablement
        1. 10.1.1. Knowing the licensing limitations
        2. 10.1.2. Using form servers
      2. 10.2. Adding Permissions for Adobe Reader Users
        1. 10.2.1. Enabling PDFs for form save and digital signatures
        2. 10.2.2. Enabling PDFs for commenting
          1. 10.2.2.1. Using comments with forms
          2. 10.2.2.2. Creating a custom stamp
          3. 10.2.2.3. Adding custom stamps to forms
        3. 10.2.3. Using wizards to enable files
        4. 10.2.4. Enabling LiveCycle Designer forms
      3. 10.3. Editing Enabled Forms
        1. 10.3.1. Keeping backups of forms prior to enabling
        2. 10.3.2. Editing enabled PDF files
        3. 10.3.3. Working with enabled files and PDF Portfolios
      4. 10.4. Using Batch Sequences
        1. 10.4.1. Using preset sequences for PDF forms
          1. 10.4.1.1. Using the PDF Optimizer
          2. 10.4.1.2. Optimizing scanned files
          3. 10.4.1.3. Detecting fields and using OCR
          4. 10.4.1.4. Ordering fields
        2. 10.4.2. Creating custom sequences
      5. 10.5. Summary
    2. 11. Making Forms Accessible
      1. 11.1. Understanding Accessibility
        1. 11.1.1. Understanding assistive devices
          1. 11.1.1.1. Setting accessibility preferences
          2. 11.1.1.2. Using the Accessibility Setup Assistant
        2. 11.1.2. Creating a workflow for authoring accessible PDF forms
      2. 11.2. Tagging PDF Files
        1. 11.2.1. Checking the status of tagged PDF files
          1. 11.2.1.1. Running a quick accessibility check
          2. 11.2.1.2. Running a full accessibility check
        2. 11.2.2. Creating tags in untagged documents
      3. 11.3. Designing Forms for Accessibility
        1. 11.3.1. Designing an accessible form
        2. 11.3.2. Choosing a language
        3. 11.3.3. Setting up form fields
        4. 11.3.4. Editing form elements
          1. 11.3.4.1. Setting the reading order
          2. 11.3.4.2. Adding alternate text
          3. 11.3.4.3. Setting reading preferences
          4. 11.3.4.4. Reading a form aloud
      4. 11.4. Summary
    3. 12. Using Signatures and Security
      1. 12.1. Understanding Digital Signatures
        1. 12.1.1. Using third-party signature handlers
        2. 12.1.2. Using wet signatures
          1. 12.1.2.1. Scanning an analog signature
          2. 12.1.2.2. Adding wet signatures in Adobe Reader
          3. 12.1.2.3. Using wet signatures with an Acrobat Audience
          4. 12.1.2.4. Preparing files for wet signatures using Adobe LiveCycle Designer
      2. 12.2. Creating Digital Signatures
        1. 12.2.1. Exploring digital ID and security menu commands
        2. 12.2.2. Creating a digital ID
          1. 12.2.2.1. Creating a custom appearance
          2. 12.2.2.2. Creating a new digital ID
        3. 12.2.3. Using signature fields
        4. 12.2.4. Locking fields
        5. 12.2.5. Applying multiple signatures on a form
        6. 12.2.6. Validating signatures
          1. 12.2.6.1. Acquiring certificates via e-mail attachments
          2. 12.2.6.2. Exporting certificates from signed documents
          3. 12.2.6.3. Adding levels of trust to certificates
          4. 12.2.6.4. Using a Trusted Identity to validate a signature
      3. 12.3. Using Password Security
        1. 12.3.1. Understanding the security settings options
        2. 12.3.2. Using a security policy
      4. 12.4. Summary
    4. 13. Working with PDF Portfolios and Layers
      1. 13.1. Creating PDF Portfolios
        1. 13.1.1. Creating a new PDF Portfolio
          1. 13.1.1.1. Add a welcome page
          2. 13.1.1.2. Add a header
        2. 13.1.2. Working with details
          1. 13.1.2.1. Examining the File Details view
          2. 13.1.2.2. Adding new columns to the File Details view
        3. 13.1.3. Navigating PDF Portfolios
          1. 13.1.3.1. Understanding different preview options
          2. 13.1.3.2. Adding navigation links to files in a portfolio
          3. 13.1.3.3. Adding buttons for navigational links in a portfolio
        4. 13.1.4. Enabling forms in PDF Portfolios
        5. 13.1.5. Submitting forms from PDF Portfolios
      2. 13.2. Working with Layers
        1. 13.2.1. Using layered PDF forms
        2. 13.2.2. Adding new layers to a form
          1. 13.2.2.1. Changing layer visibility
          2. 13.2.2.2. Changing default layer states
      3. 13.3. Summary
  10. IV. Managing Form Data
    1. 14. Working with Data
      1. 14.1. Deploying Forms
        1. 14.1.1. Hosting forms on Web sites
          1. 14.1.1.1. Setting up the Web site design
          2. 14.1.1.2. Adding instructions for downloading forms
        2. 14.1.2. Distributing forms via e-mail
          1. 14.1.2.1. Using Submit Form buttons
          2. 14.1.2.2. Manually collecting responses in an e-mail inbox
        3. 14.1.3. E-mailing forms using Acrobat
        4. 14.1.4. Participating in an e-mail form distribution
        5. 14.1.5. Hacking the Submit Form button
          1. 14.1.5.1. Understanding the Submit Form button and distributed forms
          2. 14.1.5.2. Editing the Submit Form button properties
          3. 14.1.5.3. Examining JavaScript functions
      2. 14.2. Working with Network Servers
      3. 14.3. Using Acrobat.com
        1. 14.3.1. Logging into Acrobat.com
          1. 14.3.1.1. Creating an Adobe ID
          2. 14.3.1.2. Adding the log-on information to the Preferences
        2. 14.3.2. Using Acrobat.com services
        3. 14.3.3. Submitting forms to Acrobat.com
        4. 14.3.4. Viewing files on Acrobat.com
      4. 14.4. Managing Data
        1. 14.4.1. Using the Tracker
        2. 14.4.2. Managing responses from distributed forms
          1. 14.4.2.1. Viewing the responses data
          2. 14.4.2.2. Filtering data
          3. 14.4.2.3. Exporting data
          4. 14.4.2.4. Creating a summary file
          5. 14.4.2.5. Archiving data
        3. 14.4.3. Managing manually distributed forms
          1. 14.4.3.1. Manually adding data to a responses file
          2. 14.4.3.2. Compiling data from legacy files
          3. 14.4.3.3. Aggregating data when a responses file does not exist
      5. 14.5. Summary
    2. 15. Working with Field Calculations
      1. 15.1. Using Acrobat's Preset Formulas
        1. 15.1.1. Formatting fields
        2. 15.1.2. Getting familiar with calculation formulas
        3. 15.1.3. Averaging data
          1. 15.1.3.1. Using the average preset
          2. 15.1.3.2. Averaging with check boxes and radio buttons
        4. 15.1.4. Calculating a product
          1. 15.1.4.1. Designing the form
          2. 15.1.4.2. Adding the calculation formulas
          3. 15.1.4.3. Eliminating default zeros
        5. 15.1.5. Summing data
        6. 15.1.6. Summing and averaging data
          1. 15.1.6.1. Designing the form
          2. 15.1.6.2. Calculating check box sums
          3. 15.1.6.3. Averaging check box values
        7. 15.1.7. Setting field calculations orders
      2. 15.2. Using Simplified Field Notation
        1. 15.2.1. Naming fields for SFN
        2. 15.2.2. Performing math calculations with SFN
      3. 15.3. Calculating Time
        1. 15.3.1. Designing a form using time calculations
        2. 15.3.2. Creating time calculations
      4. 15.4. Summary
  11. V. Working with JavaScript
    1. 16. Introducing JavaScript
      1. 16.1. Getting Started with Acrobat JavaScript
        1. 16.1.1. Finding JavaScripts
          1. 16.1.1.1. Examining field scripts
          2. 16.1.1.2. Bookmarks and links
          3. 16.1.1.3. Examining document-level JavaScripts
          4. 16.1.1.4. Examining page actions
          5. 16.1.1.5. Examining document actions
          6. 16.1.1.6. Searching for page templates
        2. 16.1.2. Using the JavaScript Debugger
          1. 16.1.2.1. Setting the Debugger preferences
          2. 16.1.2.2. Opening the Debugger window
        3. 16.1.3. Using the JavaScript Console
        4. 16.1.4. Writing a script in the console
        5. 16.1.5. Copying and pasting scripts
        6. 16.1.6. Changing editors
      2. 16.2. Learning JavaScript
        1. 16.2.1. Searching for JavaScripts
        2. 16.2.2. Reviewing manuals
          1. 16.2.2.1. Acquiring the JavaScript for Acrobat API Reference
          2. 16.2.2.2. Using the 101AcroFormsTips_A9.pdf document
        3. 16.2.3. Using online services
          1. 16.2.3.1. Using non-subscription fee services
          2. 16.2.3.2. Subscription services
      3. 16.3. Filing Scripts
      4. 16.4. Summary
    2. 17. Creating Simple JavaScripts
      1. 17.1. Creating Application Alerts
        1. 17.1.1. Creating a message alert
        2. 17.1.2. Assessing viewer versions
        3. 17.1.3. Assessing viewer types
        4. 17.1.4. Adding alerts to document actions
        5. 17.1.5. Adding application beeps
      2. 17.2. Managing Field Behaviors
        1. 17.2.1. Showing and hiding fields
        2. 17.2.2. Locking fields
        3. 17.2.3. Changing highlight color
        4. 17.2.4. Changing text colors
          1. 17.2.4.1. Changing colors
          2. 17.2.4.2. Defining custom colors
        5. 17.2.5. Check box and radio button behaviors
          1. 17.2.5.1. Designing check box fields
          2. 17.2.5.2. Adding JavaScripts to check box fields
      3. 17.3. Creating Form Submission Scripts
        1. 17.3.1. Submitting a form
        2. 17.3.2. Submitting form data
      4. 17.4. Using Scripts for Printing
        1. 17.4.1. Printing a document
        2. 17.4.2. Printing a page
        3. 17.4.3. Eliminating fields from print
      5. 17.5. Creating Document Viewing Scripts
        1. 17.5.1. Resetting fields
          1. 17.5.1.1. Creating separate fields for resetting a form
          2. 17.5.1.2. Using JavaScript to reset a form
          3. 17.5.1.3. Preserving default values
        2. 17.5.2. Zooming views
        3. 17.5.3. Navigating pages
        4. 17.5.4. Full Screen scripts
      6. 17.6. Summary
    3. 18. Creating Advanced JavaScripts
      1. 18.1. Adding Annotations
        1. 18.1.1. Assessing coordinates
        2. 18.1.2. Adding a text box comment
      2. 18.2. Writing Calculation Scripts
        1. 18.2.1. Summing columns and rows
          1. 18.2.1.1. Designing the form
          2. 18.2.1.2. Calculating a column of fields
        2. 18.2.2. Calculating a sales tax
          1. 18.2.2.1. Calculating sales tax using fixed tax rates
          2. 18.2.2.2. Calculating sales tax from user-supplied tax rates
        3. 18.2.3. Calculating a shipping charge
          1. 18.2.3.1. Designing the form
          2. 18.2.3.2. Calculating a shipping fee using check box JavaScripts
        4. 18.2.4. Date stamping a form
          1. 18.2.4.1. Designing the form
          2. 18.2.4.2. Adding a date stamp using JavaScript
      3. 18.3. Custom Formatting Fields
        1. 18.3.1. Eliminating zeros
          1. 18.3.1.1. Adding null values to fields
          2. 18.3.1.2. Replacing zeros with null values
        2. 18.3.2. Creating fixed response options
          1. 18.3.2.1. Adding programmer's notes
          2. 18.3.2.2. Creating a function
        3. 18.3.3. Moving items between lists
      4. 18.4. Creating Application Response Dialog Boxes
        1. 18.4.1. Using an application response dialog box for a name field
        2. 18.4.2. Using an application response dialog box for a credit card number
      5. 18.5. Working with Optional Content Groups
      6. 18.6. Summary
    4. 19. Creating JavaScripts for Acrobat Users
      1. 19.1. Adding Fields via JavaScript
        1. 19.1.1. Designing the form
          1. 19.1.1.1. Understanding spawned fields
          2. 19.1.1.2. Calculating fields using field names from spawned pages
          3. 19.1.1.3. Calculating time
        2. 19.1.2. Using the addField Object
        3. 19.1.3. Deleting fields
      2. 19.2. Spawning Pages from Templates
        1. 19.2.1. Creating page templates
        2. 19.2.2. Appending pages to a document
        3. 19.2.3. Overlaying templates on form pages
        4. 19.2.4. Working with scanned forms
          1. 19.2.4.1. Using scanned forms in a single file
          2. 19.2.4.2. Using individual scanned forms
          3. 19.2.4.3. Setting up a batch sequence
          4. 19.2.4.4. Splitting files
      3. 19.3. Sending Data to Secondary Forms
        1. 19.3.1. Setting up secondary forms
        2. 19.3.2. Sending data to summary forms
        3. 19.3.3. Summarizing data with paper forms
          1. 19.3.3.1. Adding new fields to the scanned forms document
          2. 19.3.3.2. Sending data to the summary file
          3. 19.3.3.3. Reusing the JavaScripts
      4. 19.4. Adding Menu Commands
        1. 19.4.1. Adding functions to menus
        2. 19.4.2. Adding URLs to menus
      5. 19.5. Summary
  12. VI. Getting Started with LiveCycle Designer
    1. 20. Using LiveCycle Designer on the Macintosh
      1. 20.1. Understanding Designer's Development
      2. 20.2. Setting Up Designer on the Macintosh
        1. 20.2.1. Using virtualization software
        2. 20.2.2. Installing Acrobat on Windows
        3. 20.2.3. Justifying the costs
      3. 20.3. Editing XML Files in Acrobat
      4. 20.4. Summary
    2. 21. Introducing LiveCycle Designer
      1. 21.1. Why LiveCycle Designer?
        1. 21.1.1. Creating dynamic forms
        2. 21.1.2. Understanding system requirements
      2. 21.2. Knowing Designer Advantages and Limitations
        1. 21.2.1. What you can do with LiveCycle Designer
        2. 21.2.2. What you cannot do with LiveCycle Designer
      3. 21.3. Using LiveCycle Designer and Acrobat
        1. 21.3.1. Editing XML forms in Acrobat
        2. 21.3.2. Enabling XML forms in Acrobat
        3. 21.3.3. Distributing XML forms in Acrobat
      4. 21.4. Looking at the Installed Files
        1. 21.4.1. Examining the sample files
        2. 21.4.2. Using the scripting references
      5. 21.5. Summary
    3. 22. Getting Familiar with the Designer Workspace
      1. 22.1. Getting Familiar with the LiveCycle Designer Environment
        1. 22.1.1. Navigating the welcome window
        2. 22.1.2. Creating forms with the New Form Assistant
        3. 22.1.3. Examining the workspace
          1. 22.1.3.1. The script editor
          2. 22.1.3.2. Palettes, palette wells, and palette tabs
          3. 22.1.3.3. Using the Hierarchy palette
          4. 22.1.3.4. Using the Data View palette
          5. 22.1.3.5. Using the PDF Structure palette
          6. 22.1.3.6. Using the Tab Order palette
          7. 22.1.3.7. Using the Info palette
        4. 22.1.4. Examining the Fields palettes
          1. 22.1.4.1. Using the Library palette
          2. 22.1.4.2. Exploring the Fragment Library
          3. 22.1.4.3. Using the How To palette
          4. 22.1.4.4. Using the Layout palette
          5. 22.1.4.5. Using the Object palette
          6. 22.1.4.6. Using the Border palette
          7. 22.1.4.7. Using the Accessibility palette
        5. 22.1.5. Working with the tabs
          1. 22.1.5.1. Using Design View
          2. 22.1.5.2. Using master pages
          3. 22.1.5.3. Using XML source
          4. 22.1.5.4. Using the Preview PDF tab
      2. 22.2. Customizing the Workspace
        1. 22.2.1. Using the Window menu
          1. 22.2.1.1. Opening the Font and Paragraph palettes
          2. 22.2.1.2. Looking at drawing aids
          3. 22.2.1.3. Opening the script editor
          4. 22.2.1.4. Viewing the status bar
        2. 22.2.2. Changing palette views
          1. 22.2.2.1. Customizing keyboard shortcuts
          2. 22.2.2.2. Adding tools and toolbars
        3. 22.2.3. Using the View menu
          1. 22.2.3.1. Changing zoom levels
          2. 22.2.3.2. Using the grid
      3. 22.3. Summary
  13. VII. Creating XML Forms
    1. 23. Designing Forms in LiveCycle Designer ES
      1. 23.1. Creating New Forms from Blank Pages
        1. 23.1.1. Setting up the environment
        2. 23.1.2. Creating blank new forms
        3. 23.1.3. Using the New Form Assistant wizard
        4. 23.1.4. Adding objects to a blank page
          1. 23.1.4.1. Setting up the master page
          2. 23.1.4.2. Adding field objects on the design page
          3. 23.1.4.3. Creating a Custom Library Group
          4. 23.1.4.4. Adding signatures and buttons
        5. 23.1.5. Using Microsoft Word documents
          1. 23.1.5.1. Setting up a Microsoft Word form
          2. 23.1.5.2. Converting a Word form to a Designer form
        6. 23.1.6. Using Microsoft Excel spreadsheets
      2. 23.2. Creating a Form Based on a Template
        1. 23.2.1. Examining the templates
        2. 23.2.2. Creating a form from a template
        3. 23.2.3. Creating a custom template
      3. 23.3. Importing a PDF Document
      4. 23.4. Summary
    2. 24. Working with Designer's Form Fields and Objects
      1. 24.1. Adding Fields and Objects to a Form
        1. 24.1.1. Using the drag and drop metaphor
        2. 24.1.2. Stamping fields and objects
        3. 24.1.3. Drawing fields and objects
        4. 24.1.4. Copying fields and objects
        5. 24.1.5. Using the Insert menu to add objects
        6. 24.1.6. Using the Tools toolbar to add objects
        7. 24.1.7. Duplicating fields and objects
        8. 24.1.8. Using Copy Multiple
        9. 24.1.9. Selecting and aligning objects
          1. 24.1.9.1. Selecting multiple fields and objects on the design page
          2. 24.1.9.2. Selecting multiple fields and objects in the Hierarchy palette
          3. 24.1.9.3. Aligning objects
          4. 24.1.9.4. Using guidelines
          5. 24.1.9.5. Distributing objects
        10. 24.1.10. Grouping fields and objects
      2. 24.2. Examining the Object Library Palette
        1. 24.2.1. Working with object types and default settings
        2. 24.2.2. Exploring the Standard Group
        3. 24.2.3. Exploring the My Favorites group
        4. 24.2.4. Exploring the Custom Group
        5. 24.2.5. Exploring the Barcodes Group
      3. 24.3. Creating Custom Library Objects
        1. 24.3.1. Creating a new library group
        2. 24.3.2. Adding a new library object
        3. 24.3.3. Managing custom library objects
        4. 24.3.4. Sharing a custom library
      4. 24.4. Form Fragments
        1. 24.4.1. Creating form fragments
        2. 24.4.2. Creating fragment library groups
        3. 24.4.3. Using form fragments
        4. 24.4.4. Updating form fragments
      5. 24.5. Adding Fields and Objects to Master Pages
      6. 24.6. Using the Object Editor
      7. 24.7. Summary
    3. 25. Working with Objects
      1. 25.1. Formatting Field Objects Appearances
        1. 25.1.1. Changing Appearance properties
          1. 25.1.1.1. Editing captions
          2. 25.1.1.2. Editing appearances
        2. 25.1.2. Changing object attributes
        3. 25.1.3. Changing font attributes
        4. 25.1.4. Setting paragraph attributes
        5. 25.1.5. Editing strokes and fills
          1. 25.1.5.1. Working with elliptical shapes
          2. 25.1.5.2. Working with line shapes
          3. 25.1.5.3. Working with rectangular shapes
      2. 25.2. Setting Field Object Properties
        1. 25.2.1. Changing field attributes
          1. 25.2.1.1. Editing field attributes
          2. 25.2.1.2. Editing value attributes
        2. 25.2.2. Binding data to fields
          1. 25.2.2.1. Using Normal binding
          2. 25.2.2.2. Using Global binding
          3. 25.2.2.3. Using a Data Connection
          4. 25.2.2.4. Using None for binding
          5. 25.2.2.5. Using Explicit binding
          6. 25.2.2.6. Using Implicit binding
          7. 25.2.2.7. Using Absolute binding expressions
          8. 25.2.2.8. Using Relative binding expressions
        3. 25.2.3. Understanding pattern types
          1. 25.2.3.1. Using Display Patterns
          2. 25.2.3.2. Creating a custom pattern
          3. 25.2.3.3. Using validation patterns
          4. 25.2.3.4. Creating an arbitrary mask
      3. 25.3. Setting Tab Orders
        1. 25.3.1. Reordering fields
        2. 25.3.2. Changing the views
        3. 25.3.3. Returning to normal edit mode
      4. 25.4. Summary
  14. VIII. Creating Dynamic Forms with LiveCycle Designer
    1. 26. Creating Dynamic XML Forms
      1. 26.1. Comparing Static and Dynamic Forms
        1. 26.1.1. Creating dynamic forms in Acrobat
        2. 26.1.2. Using dynamic elements in Designer
        3. 26.1.3. Understanding data binding
      2. 26.2. Understanding Runtime
      3. 26.3. Using the Hierarchy Palette
      4. 26.4. Understanding Dynamic Properties
      5. 26.5. Summary
    2. 27. Working with Tables
      1. 27.1. Creating Tables in LiveCycle Designer ES
        1. 27.1.1. Creating a static table in Designer
        2. 27.1.2. Creating static tables using Insert Table
        3. 27.1.3. Working with dynamic tables
          1. 27.1.3.1. Designing the form
          2. 27.1.3.2. Using the Table Assistant
      2. 27.2. Working with Table Data
        1. 27.2.1. Creating an XML file
        2. 27.2.2. Adding field objects from a data source file
      3. 27.3. Creating Sections in Tables
        1. 27.3.1. Designing the form
        2. 27.3.2. Adding fields
          1. 27.3.2.1. Adding fields and adjusting field properties
          2. 27.3.2.2. Setting some global properties
          3. 27.3.2.3. Debugging problems
      4. 27.4. Summary
    3. 28. Working with Subforms
      1. 28.1. Creating Subforms
        1. 28.1.1.
          1. 28.1.1.1. Placing subforms before adding content
          2. 28.1.1.2. Adding subforms after adding content
        2. 28.1.2. Setting subform properties
          1. 28.1.2.1. Understanding positioned and flowed content areas
          2. 28.1.2.2. Setting the pagination options
        3. 28.1.3. Adding headers (overflow leaders) and footers (overflow trailers) to subforms
        4. 28.1.4. Previewing a dynamic form
        5. 28.1.5. Nesting subforms
        6. 28.1.6. Using tables for dynamic subforms
        7. 28.1.7. Creating dynamic expanding text fields
      2. 28.2. Creating User-Controlled Dynamic Forms
        1. 28.2.1. Understanding the Instance Manager
        2. 28.2.2. Creating buttons to call the Instance Manager
      3. 28.3. Testing Forms and Previewing XML Data in Dynamic Forms
        1. 28.3.1. Creating some sample XML data
        2. 28.3.2. Importing sample XML data
          1. 28.3.2.1. Using form properties
          2. 28.3.2.2. Troubleshooting dynamic forms
      4. 28.4. Summary
  15. IX. Working with Data and Scripts
    1. 29. Introducing LiveCycle Designer Scripting
      1. 29.1. Scripting Advantages
      2. 29.2. Using the Script Editor
      3. 29.3. Setting Scripting Language Preferences
      4. 29.4. Writing Scripts
        1. 29.4.1. Referencing objects
        2. 29.4.2. Choosing the right scripting event
        3. 29.4.3. Using FormCalc
        4. 29.4.4. Using JavaScript
      5. 29.5. Debugging Scripts
      6. 29.6. Getting Help
        1. 29.6.1. Using the FormCalc user reference
        2. 29.6.2. Using the LiveCycle Designer Scripting Reference
      7. 29.7. Comparing Scripting Languages
      8. 29.8. Summary
    2. 30. Deploying Forms
      1. 30.1. Preparing for Deployment
      2. 30.2. Saving LiveCycle Designer Forms
        1. 30.2.1. Saving static forms
        2. 30.2.2. Saving dynamic forms
        3. 30.2.3. Setting the target version
        4. 30.2.4. Saving XDP forms
        5. 30.2.5. Rendering HTML forms
        6. 30.2.6. Rendering form guides
      3. 30.3. Adding Security
      4. 30.4. Distributing Forms
      5. 30.5. Summary
    3. 31. Working with Data
      1. 31.1. Creating an XML File
        1. 31.1.1. Understanding XML structure
        2. 31.1.2. Using XML editors
      2. 31.2. Creating New Data Connection
        1. 31.2.1. Binding to an XML schema
        2. 31.2.2. Binding to an XML sample file
        3. 31.2.3. Binding to an OLEDB database
        4. 31.2.4. Binding to a WSDL file
      3. 31.3. Setting Field Data Bindings
        1. 31.3.1. Setting bindings to existing fields
        2. 31.3.2. Setting bindings while creating new fields
      4. 31.4. Summary
    4. 32. Examining Some Dynamic Forms
      1. 32.1. Working with Designer's Tutorials
      2. 32.2. Examining the Sample Forms
        1. 32.2.1. Copying the Sample files
        2. 32.2.2. Examining the Dunning Notice form
        3. 32.2.3. Examining the E-ticket form
        4. 32.2.4. Examining the Form Guide
        5. 32.2.5. Examining the Grant Application form
        6. 32.2.6. Examining the Purchase Order form
        7. 32.2.7. Examining the Scripting form
        8. 32.2.8. Examining the SubformSet forms
        9. 32.2.9. Examining the Tax Receipt form
      3. 32.3. Exploring Sample Forms Online
      4. 32.4. Summary
    5. 33. Working with Databases
      1. 33.1. Working with a Database
        1. 33.1.1. Exploring a database design
        2. 33.1.2. Importing data into an Access database
        3. 33.1.3. Exporting data from the Access database
      2. 33.2. Importing Data from a Database
        1. 33.2.1. Testing the exported database data in the original form
        2. 33.2.2. Modifying a form for importing data
      3. 33.3. Summary
    6. 34. Introducing LiveCycle Enterprise Suite
      1. 34.1. Examining a Process
        1. 34.1.1. Looking at the paper workflow
        2. 34.1.2. Comparing a paper process to the LiveCycle ES workflow
        3. 34.1.3. Justifying the need for electronic processes
        4. 34.1.4. Exploring the LiveCycle ES solution
      2. 34.2. Getting an Overview of LiveCycle ES
        1. 34.2.1. LiveCycle ES clients
        2. 34.2.2. LiveCycle ES Foundation
          1. 34.2.2.1. Service container
          2. 34.2.2.2. Foundation services
          3. 34.2.2.3. Administration tools
          4. 34.2.2.4. Central repository
        3. 34.2.3. LiveCycle ES solution components
          1. 34.2.3.1. Data capture
          2. 34.2.3.2. Information assurance
          3. 34.2.3.3. Document output
          4. 34.2.3.4. Process management
          5. 34.2.3.5. Content services
        4. 34.2.4. LiveCycle ES development tools
          1. 34.2.4.1. LiveCycle Workbench ES
          2. 34.2.4.2. LiveCycle Designer ES
          3. 34.2.4.3. Adobe Flex Builder
      3. 34.3. Taking a Tour of LiveCycle Workspace ES
        1. 34.3.1. What is the Workspace?
        2. 34.3.2. Overview of the interface
          1. 34.3.2.1. Start Process
          2. 34.3.2.2. To Do
          3. 34.3.2.3. Tracking
          4. 34.3.2.4. Preferences
          5. 34.3.2.5. Messages
      4. 34.4. Optimizing Designer Forms–Server Deployment
        1. 34.4.1. Scripting considerations
        2. 34.4.2. File type considerations
        3. 34.4.3. Additional server-required objects
      5. 34.5. Summary
    7. 35. Getting More Help with LiveCycle Designer
      1. 35.1. Using Some Help Guidelines
      2. 35.2. Using Internet Resources
      3. 35.3. Using the Reference Manuals
        1. 35.3.1. LiveCycle Designer Help Guide
        2. 35.3.2. Using scripting guides
      4. 35.4. Monitoring RSS Feeds
      5. 35.5. Summary
  16. A. Using the CD-ROM
    1. A.1. System Requirements
    2. A.2. Installation Instructions
      1. A.2.1. Contents
      2. A.2.2. Adobe Reader 9.0
      3. A.2.3. PDF version of the book
      4. A.2.4. Author-created PDF documents
      5. A.2.5. PDF forms eBook
    3. A.3. Troubleshooting
    4. A.4. Customer Care
  17. Wiley Publishing, Inc. End-User License Agreement