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August 10, 2016
Question

Summarizing check-lists in documents

  • August 10, 2016
  • 2 replies
  • 320 views

Hello everyone,

I am currently creating a marketing booklet for a client that he wants to send out to individual distributors. The goal is that each distributor can do a self-assessment at the end of each chapter, checking a box whether they feel they are at 0%, 25%, 50%, 75% or 100% fulfillment of the individual marketing-step. In total, there will be 9 chapters in the document.

My client wants the results of the self-assessment to be summarized on a final page of the document. To do so, the checked boxes should fill themselves automatically on that final page. Meaning: the final page will have the name of each of the nine chapters listed underneath each other with the 5 percentage-options next to each chapter name - and the correct percentage checked.

Is it possible to program this function? We are setting up the entire booklet in InDesign and then converting it to a PDF. I'd be really thankful for any tips!

Thanks
Alexandra

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2 replies

try67
Community Expert
Community Expert
August 10, 2016

Yes, it's easily done and doesn't require any scripting, actually.

All you have to do is copy the check-boxes from the original pages to the summary page and they'll automatically become selected as the user makes his/her selections on the other pages.

August 10, 2016

Cool, thanks for the quick reply! I'll try that out and hope that it works!

Best

Alexandra