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If you cannot find an acroform to use, there are tools available to create one. PDFescape is a free pdf editor that can be used to create a pdf with writable fields. For more complicated PDFs (tables.etc..), consider using the paid PDFescape Ultimate version. Refer to the mapping rule guide lines in the table below.
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Do not use Adobe LiveCycle to create or edit acroforms. Live Forms cannot process PDFs created with this platformThe tool that Adobe uses to create PDF's does not support integration with third party software. Use PDFescape to generate acroforms for mapping with Live Forms. |
Some acroforms may not have a writable field for all of the data that you want to collect. For example, the signature field on such forms as the I-9 or W-4 acroforms. The Employee On Boarding form/flow collects information to populate the W-4 PDF after the new employee completes the screen flow. Another step of the flow asks the new employee to review the PDF and sign if the information is correct. Mapping the signature to the generated PDF cannot be accomplished unless there is a writable field in the W-4 template. You can use a PDF editor such as PDFescape to add a writable field for the signature to your acroform template. signatures are treated as images that can be mapped to text fields so be sure to add the acroform field as a text field. Upload the modified acroform as your PDF template.
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Clicking on the edit form/flow View and Generated Forms View icons on the toolbar toggles between the two views.
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You will not see the |
Click the icon to display the PDF forms view for your form/flow. Existing PDFs (if any) to be generated for the form/flow will be listed. For example, the Employee On Boarding form shown below will generate a pixel perfect PDF for the federal W4 and the I-9 Employment Eligibility Verification form when the Employee On Boarding form is submitted or the Form Viewer control is clicked.
A status of existing pdfs (if any) will be reported using three icons.
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PDF acroform (non-flattened) that comes from a frevvo submission is external to . There is no way to save changes to the pdf unless the submission is edited, changed and re-submitted.
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The uploaded template will be added to the list of the PDFs to be generated.
Click the 
icon to edit the template name. If you do not select a file and you try to submit this screen, you will see the message "Form Template file is Required".
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Click the icon to remove the template. You will be asked to confirm the deletion as the template and all field mappings will be removed.
You can set up logic for the PDF via a precondition that will control when the PDF will be generated or it can be used to skip the PDF entirely. For Example, currently the only way to disable a template is to use a precondition that always evaluates to false and it will be skipped.
Let's say you have an English version and a Spanish version of a pdf. Preconditions, in conjunction with Business Rules can be used to determine which pdf is used in the form/flow at runtime.
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Preconditions for PDF
You can set up logic for the PDF via a precondition that will control when the PDF will be generated or it can be used to skip the PDF entirely. For Example, let's say you have a form/flow where you want to generate an English version and a Spanish version of a PDF. Preconditions, in conjunction with Business Rules can be used to determine which pdf is used in the form/flow at runtime. The form/flow contains a Radio control named Language that has two options: English and Spanish.
The precondition can be created in two ways. You can type the JavaScript into the field
or click the icon to launch the Precondition Editor to create it. Click this link for the full details about how the Precondition Editor works.
When the precondition is built with the Precondition Editor, the expression displays as shown in the image.
The Precondition Editor checks the expression for valid JavaScript and displays appropriate error messages when necessary. Preconditions are re-validated when you click the save and test icon and you click on the
Generated Forms icon. If there is an error, the designer is notified and given an option to re-edit.
With this precondition in place, the English verison of the PDF is generated when the user selects the English option for a Radio control named Language.
Step 4 - Map the Live Form fields to the acroform fields
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Click the Map Fields icon to begin:
In the forms designer only, the following message will display when you click on the Map Fields link:
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The PDF view screen is divided into three areas: the form/flow properties pane, the Mapping Form Outline and the PDF forms editor canvas.
Notice the orange color when you are dragging a control from the Mapping Form Outline over a mappable area on the pdf. Drop the control onto the pdf when you see color change to orange.
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Non-mappable control types can be dragged, but you will not be able to drop it on any PDF field. The image shows the Allowance fields from the Live Form/Flow mapped to the corresponding fields on the W - 4 pdf.
Repeat for all mappable controls on all the pages of the template.
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Map each option to the pdf using the drag and drop or mapper dialogue. Notice the options are listed using the Control Name.OptionName format:
Sometime, you may wish to map to the entire control instead of the individual options. For example, the dropdown control in the image is mapped to the whole control in the pdf. Any choice selected by the user will be mapped.
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A simple work-around is to put a control by the same name into the second form and uncheck the visible property. Then add the same rule to the second form to populate it. Workflows designed using Linked Activities, should not exhibit this behavior. Linked steps in flow are like a single form broken into pieces. Flows using this design pattern have a single schema which includes fields from all its steps. So when fields from a flow are mapped to a PDF, there is nothing like future fields from the PDF point of view. It is mapped to the controls in a single schema or document.
Adobe Reader Issue with Grouped Check Boxes
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Open the form/flow designer. Notice the addition of the Form Viewer control to the palette. The form viewer control is available in the form editor's palette, as well.
Drag and drop the Form Viewer control from the palette into your form. If you are using the flow designer, select the step in the form/flow where you want the PDFs to be viewed by clicking on it and then click on the pencil icon to launch the Form Designer. It can not be placed in a repeat or table control. You will need a Form Viewer control for each PDF that you want to be reviewed. The generated form will display in Link Mode. Select the PDF to be viewed for each control from the Form dropdown. If you used templatized strings when naming your template, it will show the template unresolved in the drop down.
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The Form Viewer control defaults to link mode. Link mode offers the generated PDF to the user as a link for viewing/downloading/saving it. Clicking on the generated form name in use mode generates a new PDF form from the latest form entered data and displays the form in a separate window/tab. The form can then be viewed or downloaded via the Save procedure for the PDF viewer you are using. There may be other methods of downloading/saving the form depending on the browser. The download link is inactive in edit mode.
Step 6 - Testing the form/flow
When the generation of Pixel Perfect PDFs for your form/flow is completed, and you have saved the updates, the form depending on the browser. The download link is inactive in edit mode.
Step 6 - Testing the form/flow
When you are mapping your PDFs, click the save and test icon to test the mapped PDFs in your form/flow without leaving the designer. The form/flow is checked for errors and they are reported before the Test popup displays. This gives the designer the opportunity to make corrections before testing.Refer to Testing Forms or Testing Workflows for more information about this feature.
Of course, you can always click the icon to save your form/flow when the mapping completed, then click on the
Test icon and to run the form/flow and submit it. When you get to the form with the Form Viewer control, be sure to check the generated Pixel Perfect PDFs such as the W - 4 etc.
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