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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.

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

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Adobe LiveCycle Designer - Getting Started Adobe LiveCycle Designer - Getting Started Presentation Transcript

  • Getting started with Adobe LiveCycle Designer
    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
  • Adobe LiveCycle Designer Homepage
    http://www.adobe.com/products/livecycle/designer/
    60 Day Trial Download
  • What is Adobe LiveCycleES?
    An overview of the LiveCycle Enterprise Suite
  • What Does It Do?
    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/
  • What Doesn’t It Do (Easily)?
    Gathering form data via the Web is not intuitive
    Development/Web-coding knowledge required for intermediate to advanced functionality
  • The Paperless Office
    LiveCycle can replace paper forms without much hassle
  • What about LiveCycle Designer?
    Designer is a spin-off that is packaged with Adobe Acrobat Professional
    Designer can be used to build static and dynamic PDF forms
  • Adobe LiveCycle ES Hierarchy
    Adobe LiveCycle Enterprise Suite
    ES ModulesInstalled on Web accessible server to process data
    Forms
    Digital Signatures
    Mosaic
    Etc
    LiveCycle DesignerInstalled on your workstation. Modules not required to distribute forms.
    PDF creation tools
    PDF distribution
  • Alternatives to Designer
    Adobe Acrobat 9 Pro now includes form field tools, and distribution functions
    The difference is that Designer allows for scripting
  • Alternatives to Designer
  • What is Adobe LiveCycleForms?
    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
  • What is Adobe LiveCycleForms?
    Screen capture from http://www.adobe.com/products/livecycle/forms/
  • Building Forms in LiveCycle Designer
  • Types of Forms
    Static
    User input fields
    Can be printed
    Interactive
    Fields can be validated (required, pattern match)
    Subforms can be hidden/revealed based on inputExample
  • The LiveCycle Designer Interface
  • Using Different Views
    Design View
    XML Source
    Master Page View
    PDF Preview
  • Working with Objects
    Examples of form objects:
    Text field
    Image Field
    Email Field
    Numeric Field
    Buttons
  • Using Fragments
    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
  • Buidling Forms from Templates
    LiveCycle Designer comes packaged with some great pre-built forms:
  • Building Forms from Word Docs
    Word and Excel documents can be imported and converted to PDF forms in the wizard.
  • Building Forms from Scratch
    Start with a blank page
  • Working with Formulas
    FormCalc equations are similar to spreadsheet formulas
    Field value calculations ensure correct data submissions and save time for your users
  • Field validation
    Make required (and provide error messages)
    Pattern match
  • Distributing Forms in LiveCycle Designer
  • Distribution Options
    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
  • Distribution Options
  • Submitting Forms
  • Three Options
    Print and fax
    Email
    Via form button (may not work for some users)
    User initiated
    HTTP submit
    Requires handling script on Web server
  • Email Submit
  • The Problem with Email Submit
  • Email Submit Workaround
    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
  • Receiving Data
    Example of Acrobat generated results file
  • Getting Started with Adobe LiveCycle Designer
    How to create interactive forms and track response data
    Presented by:
    Jeremy Harder
    Michigan Association of School Administrators
    Technology & Design Coordinator
    jharder@gomasa.org