How to create interactive forms and track response data
Presented by:
Jeremy Harder
Michigan Association of School Adminis...
 http://www.adobe.com/products/livecycle/designer/
 60 DayTrial Download
An overview of the LiveCycle Enterprise Suite
 Livecycle Enterprise Suite (ES) is a platform
for developing custom workflows
 Databases and forms are used to complete...
 Gathering form data via theWeb is not
intuitive
 Development/Web-coding knowledge
required for intermediate to advanced...
LiveCycle can replace paper forms without much hassle
 Designer is a spin-off that is packaged with
Adobe Acrobat Professional
 Designer can be used to build static and
dynam...
 Adobe LiveCycle Enterprise Suite
 ES Modules
Installed on Web accessible server to process data
▪ Forms
▪ Digital Signa...
 Adobe Acrobat 9 Pro now includes form field
tools, and distribution functions
 The difference is that Designer allows f...
Screen capture from http://www.adobe.com/products/livecycle/forms/
 Forms is a module for LiveCycle ES
 Forms handles us...
Screen capture from http://www.adobe.com/products/livecycle/forms/
 Static
 User input fields
 Can be printed
 Interactive
 Fields can be validated (required, pattern match)
 Subforms...
 DesignView
 XML Source
 Master PageView
 PDF Preview
 Examples of form objects:
 Text field
 Image Field
 Email Field
 Numeric Field
 Buttons
 Frequently used combinations can be saved
as form fragments and easily reused
 Shift-click to select all objects to inc...
 LiveCycle Designer comes packaged with
some great pre-built forms:
 Word and Excel documents can be imported
and converted to PDF forms in the wizard.
 Start with a blank page
 FormCalc equations are similar to
spreadsheet formulas
 Field value calculations ensure correct data
submissions and sa...
 Make required (and provide error messages)
 Pattern match
 Save as a PDF and store/send as needed
 Distribute via email using LiveCycle Designer
 Distribute via acrobat.com usin...
 Print and fax
 Email
 Via form button (may not work for some users)
 User initiated
 HTTP submit
 Requires handling...
 Open the PDF in Acrobat Pro
 Go to Advanced -> Extend Features in Adobe
Reader
 Distributed PDF will now allow users t...
 Example of Acrobat generated results file
How to create interactive forms and track response data
Presented by:
Jeremy Harder
MichiganAssociation of SchoolAdministr...
Adobe LiveCycle Designer - Getting Started
Adobe LiveCycle Designer - Getting Started
Adobe LiveCycle Designer - Getting Started
Adobe LiveCycle Designer - Getting Started
Adobe LiveCycle Designer - Getting Started
Adobe LiveCycle Designer - Getting Started
Adobe LiveCycle Designer - Getting Started
Adobe LiveCycle Designer - Getting Started
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Adobe LiveCycle Designer - Getting Started

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Discussing features and drawbacks of Adobe LiveCycle Designer; basic features and examples.

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Adobe LiveCycle Designer - Getting Started

  1. 1. How to create interactive forms and track response data Presented by: Jeremy Harder Michigan Association of School Administrators Technology & Design Coordinator j jharder@gomasa.org
  2. 2.  http://www.adobe.com/products/livecycle/designer/  60 DayTrial Download
  3. 3. An overview of the LiveCycle Enterprise Suite
  4. 4.  Livecycle Enterprise Suite (ES) is a platform for developing custom workflows  Databases and forms are used to complete tasks  Example of how ES might be used: http://www.adobe.com/products/livecycle/
  5. 5.  Gathering form data via theWeb is not intuitive  Development/Web-coding knowledge required for intermediate to advanced functionality
  6. 6. LiveCycle can replace paper forms without much hassle
  7. 7.  Designer is a spin-off that is packaged with Adobe Acrobat Professional  Designer can be used to build static and dynamic PDF forms
  8. 8.  Adobe LiveCycle Enterprise Suite  ES Modules Installed on Web accessible server to process data ▪ Forms ▪ Digital Signatures ▪ Mosaic ▪ Etc  LiveCycle Designer Installed on your workstation. Modules not required to distribute forms. ▪ PDF creation tools ▪ PDF distribution
  9. 9.  Adobe Acrobat 9 Pro now includes form field tools, and distribution functions  The difference is that Designer allows for scripting
  10. 10. Screen capture from http://www.adobe.com/products/livecycle/forms/  Forms is a module for LiveCycle ES  Forms handles user-submitted data and routes it to…  Databases  Processes  Users
  11. 11. Screen capture from http://www.adobe.com/products/livecycle/forms/
  12. 12.  Static  User input fields  Can be printed  Interactive  Fields can be validated (required, pattern match)  Subforms can be hidden/revealed based on input Example
  13. 13.  DesignView  XML Source  Master PageView  PDF Preview
  14. 14.  Examples of form objects:  Text field  Image Field  Email Field  Numeric Field  Buttons
  15. 15.  Frequently used combinations can be saved as form fragments and easily reused  Shift-click to select all objects to include. Right click -> Fragments -> Create New
  16. 16.  LiveCycle Designer comes packaged with some great pre-built forms:
  17. 17.  Word and Excel documents can be imported and converted to PDF forms in the wizard.
  18. 18.  Start with a blank page
  19. 19.  FormCalc equations are similar to spreadsheet formulas  Field value calculations ensure correct data submissions and save time for your users
  20. 20.  Make required (and provide error messages)  Pattern match
  21. 21.  Save as a PDF and store/send as needed  Distribute via email using LiveCycle Designer  Distribute via acrobat.com using LiveCycle Designer  Stores the form to your account  Accessible to others via URL  Drawback: No data submission handling built-in
  22. 22.  Print and fax  Email  Via form button (may not work for some users)  User initiated  HTTP submit  Requires handling script onWeb server
  23. 23.  Open the PDF in Acrobat Pro  Go to Advanced -> Extend Features in Adobe Reader  Distributed PDF will now allow users to Save As… PDF  Still not perfect though…  Email Submit button will continue to save as XML instead of PDF  Use with caution. Include specific how-to instructions in form document
  24. 24.  Example of Acrobat generated results file
  25. 25. How to create interactive forms and track response data Presented by: Jeremy Harder MichiganAssociation of SchoolAdministrators Technology & Design Coordinator jharder@gomasa.org
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