PDF Forms tutorial in InDesign CS6


Michael Jarott, a design intern at Adobe, has created a downloadable tutorial to show you the basics of creating PDF Forms in InDesign CS6. In this tutorial you will learn how to create forms using the new Buttons and Forms panel in InDesign CS6 and export them as Interactive PDFs to Adobe Acrobat.

The tutorial is a downloadable InDesign CS6 document that contains lessons for creating text fields, radio buttons, check boxes, combo boxes, list boxes, signature fields, and submit buttons. Each page contains instructions and a workspace to give you hands-on experience creating forms!

To begin the tutorial, click the image below, and download the document. Open it in InDesign CS6, and follow along.

http://forums.adobe.com/docs/DOC-2502

 

If you need additional information, refer to PDF Forms in CS6.

You’ll need InDesign CS6 to complete the tutorial. If you haven’t already, Download a trial. Incase you need them, see the instructions to install a trial.

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  1. #1 by Daniel on October 2, 2012 - 1:44 am

    Hi, Tutorial is really helpful. There is only one more thing i would like to know. Is there a way to make a “save form” button. I need a form that people can fill and a button that visually shows them where to save. All im able to find is a submit button.

    • #2 by Michael Jarrott on October 29, 2012 - 1:58 am

      Hi Daniel,

      Unfortunately there is not an option to create a button that will save the form. As a result, the user will simply have to navigate to File > Save (or Save As..) to save their completed form. Additionally, if a user is using Adobe Reader to view the form, they will not be able to save the form locally (only possible with Adobe Acrobat), but they can print the form. This post explains more: http://forums.adobe.com/thread/696110

      If possible, it may simply be that you type out “Please Save this form by choosing File and then Save” at the end of the form you create. This will work fine for user’s in Acrobat.

  2. #3 by Vinca on October 31, 2012 - 9:23 pm

    Awesome tutorial, thanks! I’d like to take my text form box one step further – can I enter text in the box (rather than outside the box) to prompt the user to enter their information?

    • #4 by Bonnie D on August 12, 2013 - 6:47 am

      You can create a tool tip by using the description box. I believe it will show a tool tip when the user hovers over the box

  3. #5 by Kate Hofland on November 7, 2012 - 2:43 am

    My company often asks Creative to make anywhere from 3-9 page fillable forms. In the past we created tables in inDesign and submitted them into Adobe to be made fillable. Now, we have CS6. Is there anyway to continue using tables to create forms in CS6? You can’t create a text box in a table cell so I am not sure what is the best method for making simple, easy to follow fillable forms. Truthfully, the entire process (and researching it) is a nightmare. Thank you.

  4. #6 by Joe on November 8, 2012 - 3:10 am

    Is there any way to turn each cell within a table into a drop down menu? (MS Excel allow this functionality by using “Lists” – trying to figure this out using InDesign as I hate using Excel to create forms)…

  5. #7 by Kurt Hofmann on November 15, 2012 - 3:24 am

    Any solution to this?

    Kate Hofland :
    My company often asks Creative to make anywhere from 3-9 page fillable forms. In the past we created tables in inDesign and submitted them into Adobe to be made fillable. Now, we have CS6. Is there anyway to continue using tables to create forms in CS6? You can’t create a text box in a table cell so I am not sure what is the best method for making simple, easy to follow fillable forms. Truthfully, the entire process (and researching it) is a nightmare. Thank you.

  6. #8 by Andrew on December 13, 2012 - 7:17 pm

    I’m a little sorry I found this post – for a while there, I expected, by now, nearly 2013, that Adobe would enable Reader users to save forms after they have been filled out.

    Apparently, Adobe thinks end users with enough reason will buy Acrobat to fill the forms out and save them, and they’re missing the point that the form CREATOR is often the one who benefits. As a shareholder, this type of nonsense dismays me.

    The inability for Reader users to save forms simply ridiculous, and absolutely KILLS a huge amount of the benefit of creating forms in the first place.

    Maybe I’m reading it wrong, or missing something. Someone please wake me up.

    • #9 by Andrew on December 13, 2012 - 7:31 pm

      Nevermind – sort of. I see (I think) that an unlimited number of copies of a form can actually be filled out and saved, but only 500 collected in an automated way.

      Still… far too complicated. I’m happy to see, though, what seems to be the ability to allow as many people (customers) as needed use the forms for their own use.

  7. #10 by Barbara Felix on January 18, 2013 - 6:36 am

    Hi, I created an Interactive PDF with InDesign that is NOT a form, yet everytime I export it, it has the purple box at the top that states “Please fill out the following form”… Again, thisis not a form, so I don’t want that to be there confusing users. The document has some “Rollover buttons” that link to about 10 different pages, and 4 hypertext links. I am working with InDesign CS6. I worked breifly with CS5 and never had this issue. Is there some setting somewhere in InDesign that will prevent it from exporting as a form, or a setting in Acrobat Professional where I can remove the “Form” properties?

    • #11 by Miranda on February 5, 2013 - 6:30 am

      Barbara – I’m struggling with this too! It’s really frustrating… I’ve not been able to find a solution either — -I hope someone can help us!

    • #12 by Torben Anschau on July 28, 2013 - 1:02 am

      Does this also apply if you’re not using “interactive PDF”? – If so, use this one. Basically all animations and such will go through the standard PDF-Export as well

    • #13 by Natalie on June 5, 2014 - 9:33 pm

      Has anyone found the answer to this. I created my form in Acrobat Pro, using the form tool to create a link on every page to the table of contents, so I didn’t have to manually place the link on all 300 pages. It’s not a form, though, and I really don’t want that link.

  8. #14 by Aleks on February 8, 2013 - 11:35 pm

    Any idea how to turn off a text box if I no longer want it there? And also – any way of changing the font that users fill forms out in from the default?

  9. #15 by Philip Trauring on April 9, 2013 - 12:32 pm

    Is there a way to add an image field to the form (so end-users can submit photos into the form)? I’ve read that only LiveCycle Designer can do this, but now that form creation has been added to InDesign, this would be a good feature to have. Especially since Designer is not available on the Mac.

  10. #16 by Chad on April 26, 2013 - 12:57 am

    When I try to download the file I am directed to a page saying that the file has been deleted. I would really love to see this tutorial.

    • #17 by pauline on May 26, 2013 - 4:13 pm

      I’d like to see tutorial too. If it doesnt exist why dont you take post down.

    • #18 by Vikrant on May 27, 2013 - 11:32 am

      Sorry about that. The link is updated now. Let me know if you still have trouble.

  11. #19 by Nadia on February 11, 2014 - 4:24 pm

    Hello,
    can you please tell me what I have to do if I want to change font style in Buttons and Form? I have the rest of document made using Myriad Pro and all buttons are creating in TimesNR.
    Thanks

  12. #20 by leslie on March 9, 2014 - 4:16 am

    Love this interactive form – but having an issue with the SIGNATURE box. My text boxes work out just fine, but when I export the signature boxes they are just dead. Nothing to click into, no way to sign. Anyone had this problem and figured it out?

    • #21 by Vikrant on March 14, 2014 - 6:47 pm

      Are you using Adobe Reader or Acrobat? or some other PDF software to test the PDF?

  13. #22 by Janardan Tiwari on May 25, 2014 - 3:01 pm

    Very nice………….

  14. #23 by martin on September 12, 2014 - 12:30 am

    hi can the authour do this for cs5

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