Adobe LiveCycle Designer

Creating A Survey Form Using A Template

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AA03 REVISED 12-5-2006 TRAINING@ TOWSON . EDU OFFICE OF TECHNOLOGY SERVICES =Shortcut =Advice =Caution

Adobe LiveCycle Designer

Adobe LiveCycle Designer is a stand-alone program that comes with your purchase of Acrobat Professional and is used to simplify form design and data exchanges. When you create forms in Designer, you cannot edit the form fields in Acrobat. Documents created in Designer can be filled out in all Acrobat viewers.

Summary
Adobe Designer Launching Designer 1. Welcome Screen Create A Survey Form Using A Template 1. Surveys 2. Changing the Image 3. Changing Text 4. Saving 5. Electronically Post 6. Received Data

Launching Designer
You can access Designer through Acrobat Professional software by selecting the Advanced > Forms > Create New Form menu. Or you can launch Designer as a stand alone software by choosing the Windows Start menu> Programs > Adobe Designer 7.0. Note: Once you save your form in Designer you have to open it back up directly from the stand alone Designer software, you wont be able to open it using Acrobat Professionals Advanced menu option.

Welcome Screen
The first screen you get is a Welcome Screen (Figure 1). It is worth taking the Quick Start Tutorial and looking at the other options the first few times you use Designer. If you want the Welcome screen not to appear when you open Designer, uncheck the Always show this dialog checkbox (Figure 1, 1).

Figure 1

2005 Towson University -This work is licensed under the Creative Commons Attribution-NonCommercial-NoDerivs License. Details available at http://www.towson.edu/OTStraining. 410-704-4070.

A DOBE DESIGNER : C REATING A SURVEY FORM

Create A Survey Form Using A Template

Using Designer, you create a form design. In the form design you specify the layout and data capture rules for the finished form. When you are finished, you save the form design in PDF. This is the form that you distribute to the people who will fill out the form.

Surveys
A survey form usually includes a Submit By Email button which, when clicked by the person filling the form, emails the information back to you. 1. Select File > New. The New Form Assistant dialog box appears (Figure 2). 2. Select Based on a Template (Figure 2, 1). 3. Click on Next (Figure 2, 2). If you have made a custom template you need to click on the Dont Use Assistant link to navigate to the template (Figure 1, 3). 4. Select the Customer Satisfaction Survey (Figure 3, 1). 5. Choose Next (Figure 3, 2). 6. Select the Fill then Submit return method (Figure 4,1). This option allows the form to be submitted electronically, printed, then the data returned electronically through E-mail. None of the form options will allow the user to save a copy of the form with the data they entered. 7. Click Next (Figure 4, 2). Figure 4 Figure 2

Figure 2

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Figure 3

A DOBE D ESIGNER : C REATING A S URVEY F ORM 8. Fill in the Return E-mail address (Figure 5, 1). Figure 5 If you need to edit this address later you can by selecting the Submit button and using the Object palette. 9. Click Finish (Figure 5, 2).

Changing The Image

1. Select the image in the template (Figure 6, 1). 2. From the Library Pane click on the folder icon next to the URL: field and navigate to the image you want (Figure 6, 2). 3. From the Sizing drop-down box choose an option that best works for you (Figure 6, 3).

Figure 6

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A DOBE DESIGNER : C REATING A SURVEY FORM

Changing Text
1. All of the text is contained in textboxes., including the questions and the footer information. Select the textbox you want to change the text in. 2. Delete the old text and type your changes. 3. You can make your text boxes larger or smaller by using the handles (Figure 7, 1). 4. If you need to enlarge the text so that it is easier to see an edit use the Zoom tool (Figure 8, 1). 5. You can format your font using the font tools (Figure 8, 2). Figure 7

Figure 8

Saving
1. Select File > Save from the menu bar. 2. Type a desired file name and browse to where you want to save the file. 3. The Save as type should be Static PDF Form File (Figure 9, 1 ) 4. Click Save. 5. Figure 9

Electronically Post
1. Since you now have a saved .PDF file you can post it to a Web site by creating a link to the .PDF. 2. Users will need Adobe Reader on their machine to view the file. 3. When the user submits the form they will be given step by step directions of what to do to send the data including a prompt to print out the form.

A DOBE D ESIGNER : C REATING A S URVEY F ORM

Received Data
The data from the form will be E-mailed as an .xml file attachment to the address you specified. There will be directions on how to:

View the completed form Create a spreadsheet from one or more form data files that you receive The raw data Figure 10