You are viewing limited content. For full access, please sign in.

Question

Question

PDF Form Fields - Read Only/Permanent

Workflow
Updated January 27, 2015
asked on January 23, 2015

Hi,

We have a workflow which populates a PDF form using data from an XML source. This data is inserted into the PDF fields using the Fill Out PDF Form activity. The resultant PDF is then emailed to a third party for review.

This would be straightforward but the complication is that the emailed PDF should contain both editable fields (not populated by the workflow) and read only fields (populated by the workflow). Making the content permanent doesn't work as we can no longer edit the fields that should be editable still so we need more flexibility on which fields are marked as read only.

Any ideas on how to get around this?
 

0 0

Replies

replied on January 27, 2015 • Show version history

Hi Nigel,
If I understand your question correctly, after having Workflow fill out some of the PDF, the goal is to have a PDF in which some fields are editable and others are not. Workflow's Fill Out PDF Form activity is able to make the PDF either fully editable or fully read-only (by checking Make Content Permanent: Merge the field content into the image); it is not able to select particular fields to be one or the other, since that would mess with form properties in Adobe. 

Instead of using a PDF form, what about using Laserfiche Forms? You can utilize lookups to populate fields, and third-party members can still have access. If you put the XML data into a database, then you can create Lookup Rules in the form to populate fields. These fields you can set to read-only. With a link to the form, the reviewer can then fill out the other fields. 

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.

Details
Related Posts
Loading ...