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Participant
April 4, 2024
Question

How Do I Give People A Choice of What to Fill in?

  • April 4, 2024
  • 1 reply
  • 575 views

I have a fillable form I am creating as a client file note.

When an adviser sees clients at different times in the relationship, they would fill in a different templated file note.

For instance

First meeting - specific template

Second meeting - specific template.

I wanted to create one document, people continously add to, rather than having a lot of separate documents.

I originally did this in Word using Quick Parts, but we ran into problems when we saved this into Sharepoint and people could not get the quick parts to work.

 

What I want to do is the user to be able to choose which template applies and have this open, so they can fill this out. Then when they come back in again, they can choose a different template, but in the same document and fill this in. This would give us a continuous file note, so we dont have to scan a lot of different documents for information on a client.

 

Has anyone created a dropdown or button etc which can open a list of templates that they can choose from and then fill in using adobe?

 

Any help would be appreciated.

Cheers

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1 reply

Nesa Nurani
Community Expert
Community Expert
April 4, 2024

You could save pages as template and have a dropdown field with list of template, then you could use script to spawn those templates depending on dropdown choice.

Participant
April 5, 2024

Thank you Nesa, how would I do that please? Sorry I am not familiar with writing the script. That sounds like a good option to work on.

Nesa Nurani
Community Expert
Community Expert
April 5, 2024

Read the answer here how to create template:

https://answers.acrobatusers.com/how-convert-page-acrobat-template-q251312.aspx 

and here are some scripts to spawn template (script will depend on your needs when you want to spawn new page)

https://community.adobe.com/t5/acrobat-discussions/spawn-templates-after-a-specific-page-with-checkboxes/td-p/13545865 

There are many more script samples, try search forum for them.

If you have any specific question, let us know.