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Participant
May 24, 2023
Question

Is my PDF Form vision possible?

  • May 24, 2023
  • 1 reply
  • 1062 views

We plan to launch a company suggestion program this year. In working on the subission form, I want it to be a "traveling" form:

  1.  Associate fills out the top part with idea information and submits with a button
  2. Management receives, approves or disapproves using check box and justification text field, submits
  3. Associate received the form back to complete the actual tasks described (without being able to change any previous information) Submits back to management after tasks are completed.
  4. Management acknowledges completion of project the verifies savings/changes are as described, submits to Admin for recording.
  5. Admin records proper award...etc.

If this is possible, I will continue building my form, with expert help (I hope).

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1 reply

try67
Community Expert
Community Expert
May 24, 2023

Seems like it's not only possible, but you already created it... What is wrong with what you shared?

Micro-LAMAuthor
Participant
May 24, 2023

Thank you for the response,

I need "Submit" buttons added, I'm not sure how to to that. Is it possible for the cost savings fields to be autoloaded into an excel spreadsheet?

 

try67
Community Expert
Community Expert
May 24, 2023

- See: https://helpx.adobe.com/acrobat/using/setting-action-buttons-pdf-forms.html

- You can't load data directly from an Excel spreadsheet. It will have to be saved as a plain-text file first, and it will also require installing a script file onto the machine of each user for it to work.

You can embed the data as an attachment in the PDF and then read it from there, though.