Various questions on forms creation

[jotess]

Hello,
I'm designing a form and I'm looking for a few features - maybe I don't find them, maybe they don't exist.

1. Reflect the content of a text field in another place. Like entering a title in the very first field and having it displayed at the top of each subsequent page.
2. Check box with three states: checked, unchecked and not decided. Sometimes, in other programs, you find check boxes that can be grayed out. This would enable me to make a checkbox a required field.
3. Units. A field with content type "number" can have a currency symbol, but not a designation of the measurement unit. If there were a possibility to enter custom currency symbols, I could define a currency "mm" and set location "after" and this way I would have millimeters.
4. Enable or disable a field, depending on the content entered previously into another field. Like enabling the field to enter an object's size only if the checkbox, that this object is present, has been checked.
5. Transfer properties from one field to another. I have the impression, properties like, size, graphical attributes, content properties can not be transferred with the commands "Make Current Properties Default" and "Apply Default Properties" (as used for comments).
6. Customize the default name for the exported CSV file, depending on a field's content. Or customize the suggested "save as" filename like this and thereby set the default for the exported file's name.
   Purpose: I have to fill the form multiple times and I want the results to be collected in a large spreadsheet. As one PDF file can hold only one set of data, I have to create a new PDF file for each object I want to fill a form for. So they have to have useful different names.

I hope the solution to my needs is not writing macros... Particularly for the last wish, I'm afraid it is.

One more thing I'm sure is a feature request: In the fields pane I use the manual mode to sort my items. It would help very much in a long list, if the items were numbered according to the tab order.
And if the collapsed/expanded state of the nodes would stay the way I have set it, after I have moved an item. My list is so long that it doesn't fit the screen and moving items is all the more tedious when the tree is expanded. Now after each move I have to collapse all, then expand the page, and then I can do my next move.

Best regards
Joachim

[Sean - PDF-XChange]

Hi jotess,

1. I don't believe that is possible with the default Editor features, no.

2. Check boxes can be either checked or unchcked, there is no third option. You can however use the properties box to determine the mark used when boxes are checked, and you could set one of those to mean "undecided" if you wanted to do so. You can also use the properties to specify that fields are required.

3. I'm afraid units of measurement is not one of the default settings for fields. You could however pre-fill forms with "mm" if you wanted to specify millimetres - that's problably the best you can do there.

4. I don't believe this is possible with the default Editor features.

5. Yes, you're correct.

6. Also not possible, I'm afraid.

7. Your feature request for sorting fields in the field pane by tab order is a good one, I'll suggest it to the team.

8. Could you please provide a video to illustrate the issue you're having with the collapsed/expanded state of nodes?

Kind regards,

[jotess]

Hi Sean,

Expand_fields_tree.zip

some more comments/explanations:

1. I had hoped that there would be some workaround like putting a field's content into a document property (e.g. title) with a java script action and using the title somewhere.
2. The Point about "undecided" and "required" is: When a checkbox is required and its default state is, let's say, unchecked. Does the form know, that it is still unchecked and to submit it with the information "unchecked" the user would first have to check it to be able to uncheck it?
   Anyway, meanwhile I found out, that the submitting action is not any action like saving the file or exporting a CSV file but only that specific "submit" action where you upload a form to a URL. As I don't have a server to receive it, I can't use the submit feature anyway. And for exporting, all fields may be blank, I can't restrict this.
3. Allowing custom currencies is not an option?
5. Transferring properties and setting default properties would be a feature request.

Collapsing/Expanding fields tree: I have attached a zipped screen recording of what I mean.

Best regards
Joachim

[Daniel - PDF-XChange]

Hello, jotess

Thank you for coming back to us here. I wanted to offer a quick correction to Sean's post, and some additional notes/explanations.

1. Reflecting field data elsewhere
This is most certainly possible, you need only place another copy of the form field, with the same name, like so:

PDFXEdit_ilRDbRdCDo.gif

2. 3-state checkboxes
This one is unfortunately defined by the PDF Specification, and a checkbox can only have 2 states in a normal form field.
If you need to have more than 2 option, it would be best to use a "Radio button" group (with 3 separate buttons to pick), instead of a checkbox.

3. Units
Similarly to #2, The Specification itself does not have any allotment for "units" as a concept that fields make use of. If you need to have units in place, the best way to do so, while retaining exportability, is having an external "text" item, placed beside the form field, like so:

image.png

5. Form field defaults
Both setting defaults for newly created fields, and "applying" the defined defaults to an existing field are possible, but only with the "select fields" tool active:

image(1).png

6. Output names
while Sean is correct that these are not customizable, if you have multiple copies of the same form, or just multiple forms with all the same "field names" in place, PDF-Tools is our batch processing application, and offers the "export form data" tool, which can process multiple documents into a CSV sheet with each input file's data taking up one line.

image(2).png

Later when you try to import this, the Editor will allow you to choose which data set to use, or you can use the "populate forms" feature, to quickly re-create all of the files in one go.

8. Expanding tree error
Thank you for the video, I have reproduced this issue and will pass it along to the Dev team for review and hopefully resolution.
RT#7755: Bug: field order - unwanted expansion

Kind regards,