Creating and Editing Form Fields

You can create and edit form fields. A form field can be drawn anywhere on the PDF page. You can resize or delete a single form field or multiple form fields simultaneously. See Form Controls for the range of field types.
 

To create a form field

  1. Open the Forms ribbon and choose the desired tool from the Form Elements group. 

  2. Drag the cursor to create a form field of the required size.

  3. The relevant form field properties dialog box appears.

  4. Select desired properties and click Close.

To define properties for form fields

When you insert a form field, the associated multi-tab properties dialog box appears. To change properties later, choose the form tool for the field type involved and double click the control.

Some settings apply to all form field types: Define a field name, a hover text and field display attributes. Make the control visible or invisible, printable or not, read-only or not and in some cases required or not. Further settings depend on the field type:

Check boxes:

Check box style, export values, default state and associated actions.

Radio Buttons:

Same as check box, but additionally the ability to set that all buttons with identical names and values form a group.

Text Fields:

Text alignment, default text to display (if any) – this must conform to the rules for chosen format:

For text fields with no restriction, you can allow a multi-line field with or without text scrolling. 'Password' allows the real value to be replaced with a set of asterisks. You may select Allow Rich Text Formatting to enable the Text Field Format ribbon while editing the field content.

You can set requirements for validation of field content entered by recipients, and set up rules for automatic calculation of values in selected numerical fields.

Digital signature field:

Linked actions and rules for signing.

List Box:

Define the list texts and their export values and associate actions to triggers or selection changes.

Combo Box:

As for list box, but also with the format choices available for Text fields. The list box entries must conform to limitations of the format.

 

 To resize one or more form fields

 

Select the one or more form fields you want to resize.

To propagate form controls over multiple pages

 

It is possible to virtually copy a form control object onto every page, without manually copy and paste it. Right-click on the object, then click on Clone on each page in the shortcut menu.

 

To delete a form field

reset form fields icon

Click the Reset Form Fields tool to clear all form fields.
 

To specify in which order users can tab through the fields in a form

set tab order icon

  1. Choose the Set Tab Order tool at Forms > Fields. This will sort the fields according to their creation order: a number appears in the top-left corner of each form field to signal its current position.
     

  2. To change this tab order:

You can set standardized tab orders. Display Pages in the Panel area, right-click a page and choose Page Properties > Tab Order.

 

Note

Do not edit form controls or run Form Typer on a form with active XFA controls.