Radio Option When Preparing Form

Report · Mar 03, 2023

Hi,

When I create a document out of Excel, let's say I have 10 lines. Each line has a "Yes" "No" and "N/A" option. When I click on prepare form it places text boxes in those three slots instead of radio boxes.

My question is, what can I do in Excel prior to exporting my document to PDF, so when I click the Prepare Form option, the software understands these need to be Radio boxes instead of Text boxes. In addition, it needs to group each line individually. So if I have 10 lines, it would create 10 groups, and each group will have 3 options of "Yes" "No" and "N/A".

Please let me know how I can achieve this as this can impact me and my team greatly and increase the productivity of the whole group.

Thank you!

Report · Mar 03, 2023

Nothing, really. It's pretty much a trial-and-error process to find out what Acrobat identifies as a radio-button, and what as a text field (or any other field type). And grouping them together is out of the question entirely. It never does that.
However, if you used a script to create the fields then identifying certain textual elements is possible, with 100% accuracy, but grouping them is still quite tricky.

I've actually developed a (paid-for) tool that does just that, and I could try and customize it for you to also identify and group fields together. You can find it here: https://www.try67.com/tool/acrobat-reader-convert-wingdings-characters-to-check-boxes-or-radio-butto...