Setting action buttons in PDF forms Part 1

Setting action buttons in PDF forms Part 1

About buttons

Buttons are most commonly associated with forms, but you can add them to any document. Buttons can open a file, play a sound or movie clip, submit data to a web server, and much more. When deciding on how to initiate an action, remember that buttons offer the following capabilities that links and bookmarks do not:

  • A button can activate a single action or a series of actions.

  • A button can change appearance in response to mouse actions.

  • A button can be easily copied across many pages.

  • Mouse actions can activate different button actions. For example, Mouse Down (a click), Mouse Up (releasing after a click), Mouse Enter (moving the pointer over the button), and Mouse Exit (moving the pointer away from the button) can all start a different action for the same button.

    Buttons are an easy, intuitive way to let users initiate an action in PDF documents. Buttons can have a combination of labels and icons to lead users through a series of actions or events by changing as the mouse is moved. For example, you can create buttons with “Play,” “Pause,” and “Stop” labels and appropriate icons. Then you can set actions for these buttons to play, pause, and stop a movie clip. You can select any combination of mouse behaviors for a button and specify any combination of actions for a mouse behavior.

Add a button to an Acrobat PDF form

  1. 1. Make sure you are in edit mode by selecting Tools > Prepare Form, and then select Button  in the toolbar. Your curser becomes a cross hair.

  2. 2. On the page, click where you want to add the button to create a button with the default size. For a custom size button, drag a rectangle to define the size of the button.
  3. 3. Double-click the button field, and then specify a name, tool tip text, and other common properties.
  4. 4. Click the Appearance tab, and then specify options to determine the button appearance on the page. Remember, if you select a background color, you are not able to see through to any images behind the button. The text options affect the label you specify in the Options tab, not the button name in the General tab.
    Note

    If Enable Right-To-Left Language Options is selected in the International panel of the Preferences dialog box, the Appearance tab includes options for changing the digit style and text direction for buttons.

  5. 5. Click the Options tab, and select options to determine how labels and icons appear on the button.
  6. 6. Click the Actions tab. Specify options to determine what happens when the button is clicked, such as jumping to a different page or playing a media clip.

  7. 7. Click Close.

    Note

    If you’re creating a set of buttons, you can snap the object to grid lines or guides.

  8. 8. To preview and test the button, click Preview at the right-end of the toolbar. Once you are done, you can either click Edit to return to the Prepare Form tool, or click the cross icon at the right-end of the toolbar to close the tool.

Add a submit button

When you distribute a form, Acrobat automatically checks the form. If it doesn’t find a submit button, it adds a Submit Form button to the document message bar. Users can click the Submit Form button to send completed forms back to you. If you don’t plan to use the Submit Form button created by Acrobat, you can add a custom submit button to your form.

  1. 1. If you are not in form editing mode, choose Tools > Prepare Form.

  2. 2. Using the Button tool , drag across the area where you want the button to appear. Double-click the button and set options in the General and Options tabs.

  3. 3. In the Options tab, choose an option in the Layout menu for the button label, icon image, or both. Do one or both of the following:

    • Type text in the Label box to identify the button as a submit button.

    • Click Choose Icon and either type the path to an image file or click Browse and locate the image file you want to use.

  4. 4. In the Actions tab, choose Submit A Form in the Select Action menu, and then click Add.

  5. 5. In the Submit Form Selections dialog box, do one of the following:

    • To collect form data on a server, type the location in the Enter a URL for this link box. For example, http://www.[domain]/[folder]/[subfolder]/ for an Internet address or \\[server]\[folder]\[subfolder]\ for a location on a local network.

    • To collect form data as attachments to email, type mailto: followed by the email address. For example, mailto:nobody@adobe.com.

  6. 6. Select options for Export Format, Field Selection, and Date Options, and click OK.

  7. 7. Click Close.

  8. 8. To preview and test the button, click Preview at the right-end of the toolbar. Once you are done, you can either click Edit to return to the Prepare Form tool, or click the cross icon at the right-end of the toolbar to close the tool.

Note

If the data returns in FDF or XFDF format, the server URL must end with the #FDF suffix—for example, http://myserver/cgi-bin/myscript#FDF.

Submit Form Selections options

The following options are available in the Submit Forms Selections dialog box:

Enter a URL for this link Specifies the URL to collect the form data.

FDF Returns the user input without sending back the underlying PDF file. You can select options to include Field Data, Comments, and Incremental Changes To The PDF.

Note

Selecting the option for incremental changes is useful for receiving digital signatures in a way that is easily read and reconstructed by a server.

HTML Returns the form in Hypertext Markup Language.

XFDF Returns the user input as an XML file. You can include Comments with the field data or just the field data.

PDF Returns the entire PDF file with the user input.

Field Selection Specifies what fields are returned. To receive only some of the completed field data, select Only These, click Select Fields, and select which fields to include or exclude in the Field Selection dialog box.

For example, you might use this to exclude some calculated or duplicate fields that appear in the form for the user’s benefit but which do not add new information.

Date Options Standardizes the format for dates that the user enters.

Making buttons change appearance

A button can have a label, an icon, or both. You can change how the button appears in each mouse state (Up, Down, and Rollover). For example, you could create a button that has a “Home” label until the pointer is moved over the button, when it might have a “Click to return to home page” label.

You can make button icons from any file format that Acrobat can display, including PDF, JPEG, GIF, and other image formats. For whichever format you select, the entire page is used, so if you want to use only a portion of a page as an icon, you need to crop the image or page before carrying out this procedure. The smallest allowable PDF page size is 1-by-1 inch (2.54-by-2.54 cm). If you want the icon to appear smaller than 1-by-1 inch, scale it to fit the size of the box drawn with the button tool. Clicking Advanced in the Options tab of the Button Properties dialog box lets you determine how a button icon is scaled to fit inside a button.

Button layouts
Button layouts

A. Label only B. Icon only C. Icon top, label bottom D. Label top, icon bottom E. Icon left, label right F. Label left, icon right G. Label over icon 

Edit a button

  1. 1. If you are not in form editing mode, choose Tools > Prepare Form.

  2. 2. Select the Button field, and then do any of the following:

    • To edit the properties for the button field, double-click the button.

    • To change the appearance of buttons, use the appearance options in the Appearance tab of the Button Properties dialog box.

    • To align, center, or distribute the button with other form fields, or to resize or duplicate the button, right-click the button, and then choose an option from the context menu.

  3. 3. Close all opened dialog boxes, if any. Click the cross icon at the right-end of the Prepare Form toolbar to close the tool.

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