Skip to main content
Participant
June 3, 2020
Question

How do I create a single PDF form that can be completed by multiple users?

  • June 3, 2020
  • 2 replies
  • 1241 views

I need to create a single page PDF fillable form that can be completed by three people

(employee, manager and payroll clerk)

 

Each user needs to be able to complete the fields relevant to them - all on the same form.

 

So the employee fills in the employee fields, sends it to their manager who completes the manager's fields, who then sends it to the payroll clerk who completes the payroll fields.

 

I've tried numerous ways to create the PDF form, but once the first user has entered their information, the rest of the fillable fields disappear - preventing the following two users from filling in their fields on the form. 

 

What is the correct way to create the form?

This topic has been closed for replies.

2 replies

Legend
June 12, 2020

The real question here is not how you MAKE the form but how each person tries to FILL the form. If it is sent from person to person and filled with Acrobat Reader, without signing, it should be fine. Be sure you control this, don't leave the choice of method up to the end user.

Thom Parker
Community Expert
Community Expert
June 3, 2020

So what are you doing to make the fields dissapear?

Is this a regular Acrobat form or a Fill and Sign Form?

 

Thom Parker - Software Developer at PDFScriptingUse the Acrobat JavaScript Reference early and often
Participant
June 4, 2020

Once we've made the form - we send it to the employee to complete, and the fields work fine.

But when the second user opens the form the remaining fields have disappeared.

 

The form is created in Adobe Acrobat Pro using the 'Prepare Form' tool.

 

How do we ensure the remaining fields stay active/available/fillable after the first user has completed their fields and saved the form?

 

Thom Parker
Community Expert
Community Expert
June 7, 2020

Can you post the form. I can't really help if I don't know what the form is doing now.  

 

Just in general, a fill and sign form would work for what you are trying to do. 

 

 

Thom Parker - Software Developer at PDFScriptingUse the Acrobat JavaScript Reference early and often