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Editing field properties

From: Acrobat X Essential Training

Video: Editing field properties

Every field type in an interactive form in Adobe Acrobat has its own set of properties. Now I want to give a quick tour of the different kind of properties that you might want to manipulate for each of these field types. So to do so, we need to go into Edit Form mode. I'll open up Forms and then click Edit. To see a field's property, simply double- click it, and it will open up into a window. Now, let's look at the General tab. This is common to all the different kinds of field types. What is the name of the field, and what is the tooltip? So a tooltip is what appears when the user puts their cursor over that field, and it's great for providing instructions.

Editing field properties

Every field type in an interactive form in Adobe Acrobat has its own set of properties. Now I want to give a quick tour of the different kind of properties that you might want to manipulate for each of these field types. So to do so, we need to go into Edit Form mode. I'll open up Forms and then click Edit. To see a field's property, simply double- click it, and it will open up into a window. Now, let's look at the General tab. This is common to all the different kinds of field types. What is the name of the field, and what is the tooltip? So a tooltip is what appears when the user puts their cursor over that field, and it's great for providing instructions.

You can put as much information as you like in the tooltip. So instead of just saying Last Name, which is a duplicate of the name of the field itself--that's what Acrobat will do automatically when it does its automatic form field recognition-- you might want to say something like "Please enter your last name," so you put in useful tooltips. Also under General, is the common property, like, for example, is this form field visible or not. Or maybe it's visible, but it doesn't print. And down here, under Common Properties, you choose whether or not this form field is visible, not just onscreen, but perhaps it's visible while you're looking at it, but doesn't appear on printouts.

To the right of that is a read-only check box. You might want to create a field that's read-only if you want to put information in a form field that users can't change. However, because it's in a form field that means it's still when you export the form data that will appear in your database. One that is important to pay attention to is Required. By default, no field is required, but if you turn on Required, and that means a person cannot submit the form-- click the Submit button in the form-- unless they have filled out that field.

So if it's critical that somebody enters information in a certain field, make sure that you turn on Required. And they will get a little alert that says, "Sorry, you can't submit this form unless you fill in such-and-such a field." Under Appearance, this is the appearance of the field itself. Like, for example, if you don't want any border or fill color on it, then you choose that: no color and no fill. If there is a border color, you choose the line thickness and style. Then what size is the text that appears within the field? Auto is kind of interesting, meaning that usually the text appears at a certain size to fit comfortably within the field, but then as they add more data, like a really long last name, the text will automatically shrink to fit.

And that's usually what I keep it at the default. Then each different kind of field has its own set of properties. So, for example, for text field, you can choose whether or not multiple lines to be allowed, so that if multiple lines of text are allowed then people can continue writing when they get to the end, and it'll automatically scroll. In addition, you can say that there is a limit of a certain number of characters. You're can have people check spelling. You can enter text to appear by default, like you might say, "replace with your last name." Something like that would be kind of ridiculous.

But you can see where that might have its utility. Most of the fields have actions, meaning that when somebody does something in that field, then an action can occur. We talked about working with actions in a different video on this title. You can choose a certain kind of format. By default, anybody can type in anything they like in this field. But if you only want a number, or you only want a date, or you only want a time, and any other kind of input won't be allowed, then choose that here. If you want to validate--meaning that if somebody submits the form then it checks to make sure that it's a proper e-mail address, or the age they enter is within a certain range that kind of thing--then turn on Validate.

Finally, you can also have Acrobat create calculation fields, which is a little bit more advanced, but that's what the Calculate is for. Let's close that and look at a couple of other field properties. I'm going to close Form Editing for this document, and switch to the Exploring Form Fields document that I've created earlier. I'll go to Edit form, and then show you that with list box, and also with dropdown, you need to go to the Options panel and list all the different kind of options that should appear in that list box or dropdown menu.

For a list box, you can choose whether or not people can select more than one item. And here under dropdown, under Options, though people can only enter one item, you can allow them to enter custom text. So when they get to the dropdown field, they'll be able to enter their own data, or they can choose on that you've already entered for them. For check boxes and radio buttons-- let's double-click here really quick--under Options, there are some good instructions here about what it is that you are supposed to be entering under General and Options over here. But one that's very interesting is here under Radio Button.

If you look at Options, it says, "To create a set of mutually exclusive radio buttons where only one can be selected at a time, give the field the same name but different button choices." So that means that each one of these fields and name is T-shirt, but in Options, the button choice is Medium or Large or Extra Large. And that's how Acrobat knows that only one of these can be selected. So as you're working with interactive forms, make sure to set the correct properties for each one of your fields.

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This video is part of

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Acrobat X Essential Training

97 video lessons · 31281 viewers

Anne-Marie Concepción
Author

 
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  1. 1m 53s
    1. Welcome
      1m 33s
    2. Using the exercise files
      20s
  2. 55m 0s
    1. Opening documents and moving them around
      6m 3s
    2. Working with the toolbars
      5m 59s
    3. Working with the panels
      3m 43s
    4. Customizing the toolbar with Quick Tools
      4m 40s
    5. Using the Pages panel to navigate
      3m 57s
    6. Selecting and copying text and graphics
      3m 24s
    7. Rotating pages
      4m 49s
    8. Changing the viewing options
      6m 12s
    9. Reviewing preferences
      7m 6s
    10. Finding words and phrases
      2m 35s
    11. Searching a PDF and working with the Search panel
      4m 21s
    12. Sharing PDFs by email and with Adobe SendNow
      2m 11s
  3. 33m 18s
    1. Creating PDFs from Microsoft Office applications
      9m 46s
    2. Creating PDFs from Creative Suite applications
      8m 57s
    3. Creating PDFs from within Acrobat Pro
      4m 27s
    4. Creating PDFs from a web site
      8m 22s
    5. Creating PDFs from the clipboard
      1m 46s
  4. 30m 58s
    1. Editing text
      8m 51s
    2. Adding text
      4m 40s
    3. Editing images and graphics
      3m 39s
    4. Changing the page number display
      3m 48s
    5. Digitally signing PDFs
      6m 26s
    6. Cropping pages and documents
      3m 34s
  5. 1h 6m
    1. Adding watermarks
      6m 17s
    2. Adding page backgrounds
      5m 41s
    3. Adding page numbers
      5m 56s
    4. Adding headers and footers
      9m 7s
    5. Adding bookmarks
      11m 30s
    6. Attaching files to a PDF
      7m 11s
    7. Adding metadata
      3m 45s
    8. Optimizing a PDF for file size and compatibility
      10m 12s
    9. Creating initial view settings
      7m 16s
  6. 37m 59s
    1. Adding hyperlinks to URLs
      7m 33s
    2. Creating links with the Link tool
      6m 9s
    3. Working with interactive actions
      6m 56s
    4. Creating and adding buttons
      6m 28s
    5. Adding video, sound, and SWF files
      7m 29s
    6. Adding page transitions
      3m 24s
  7. 27m 12s
    1. Extracting pages
      3m 53s
    2. Splitting a PDF into multiple files
      4m 13s
    3. Inserting pages from files and other sources
      5m 42s
    4. Moving, copying, and replacing pages
      8m 17s
    5. Combining PDFs
      5m 7s
  8. 27m 9s
    1. Exporting text
      8m 33s
    2. Exporting images
      6m 33s
    3. Exporting PDFs to Microsoft Word
      7m 21s
    4. Exporting PDFs to Microsoft Excel
      4m 42s
  9. 26m 27s
    1. Working with portfolios
      6m 57s
    2. Creating portfolios
      6m 26s
    3. Customizing portfolios
      7m 23s
    4. Optimizing backward compatibility
      5m 41s
  10. 32m 9s
    1. Creating an interactive form
      6m 42s
    2. Working with form fields
      6m 41s
    3. Editing field properties
      5m 34s
    4. Distributing and collecting forms
      9m 43s
    5. Enabling Reader to save form data
      3m 29s
  11. 34m 26s
    1. Adding sticky notes and other annotations
      9m 2s
    2. Using the drawing markup tools
      6m 10s
    3. Viewing, filtering, and replying to comments
      5m 24s
    4. Printing, summarizing, and exporting comments
      6m 35s
    5. Exporting comments to Word for Windows
      3m 28s
    6. Enabling extended commenting in Acrobat Reader
      3m 47s
  12. 25m 29s
    1. Understanding the different review processes
      2m 7s
    2. Using the email review process
      4m 33s
    3. Conducting a shared review with Acrobat.com
      6m 54s
    4. Using the Review Tracker
      4m 32s
    5. Using the Collaborate Live review process
      7m 23s
  13. 31m 2s
    1. Reviewing the print production tools
      5m 18s
    2. Previewing color separations
      3m 51s
    3. Using the Object Inspector to learn details
      3m 13s
    4. Working with the Preflight dialog box
      5m 34s
    5. Fixing hairlines
      3m 57s
    6. Converting colors
      2m 27s
    7. Saving as a standards-compliant PDF
      6m 42s
  14. 19m 16s
    1. Scanning a paper document to PDF
      4m 44s
    2. Setting up optimization options
      6m 48s
    3. Recognizing text in a scanned PDF
      4m 43s
    4. Reviewing and correcting OCR suspects
      3m 1s
  15. 17m 18s
    1. Using the built-in Actions for automation
      5m 32s
    2. Editing Actions
      4m 7s
    3. Creating new Actions
      4m 51s
    4. Sharing Actions with others
      2m 48s
  16. 35m 27s
    1. Choosing a security method
      5m 27s
    2. Password-protecting a PDF
      7m 28s
    3. Securing a PDF with a certificate
      5m 6s
    4. Creating a digital id
      5m 43s
    5. Removing sensitive content with the Redaction feature
      6m 52s
    6. Revealing and clearing hidden information
      4m 51s
  17. 33m 45s
    1. Opening and navigating PDFs in Reader
      7m 30s
    2. Adding comments
      3m 14s
    3. Viewing extended features
      6m 53s
    4. Digitally signing a PDF
      6m 15s
    5. Sharing PDFs
      2m 29s
    6. Using Acrobat.com
      7m 24s
  18. 3m 54s
    1. Final thoughts
      3m 54s

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