Designing Form Template

Our company just purchased CS2 with the expressed intent of creating interactive order forms. Unfortunately, we do not have reference books or users guides for any of the software packages. I've been asked to create an order form template with fillable "quantity" fields. This template will be used to create forms that contain data from an ODBC data source. The end result should be customers who can view these files via Reader, fill in the form, and submit via email.
Unfortunately, I am not a designer and I have no experience in scripting. Does anyone have a suggestion of tutorials or instruction on how I can accomplish this? I have no idea where to start on this project.

A great place to start would be the samples that come with Form Designer. There's a sample called Purchse Order that has a lot in common with what you're going to create.
There is a tutorial that comes with Designer as well that has you creating a form like this from scratch. The window that appears when you launch Designer has a "QuickStart Tutorials" link that you can click to take you to the tutorials - Purchse Order is one of the tutorials.
SteveX
Adobe Systems

Similar Messages

Adobe Designer - Interactive form/template (visible but don't print messges

Hello,
I'm making a interactive form or template with Adobe Designer, in which I have one object field and a few text fields.
What I need to do is add messages on those fields so the person using the interactive form/template can know what to input in each field and were the fields are since they don't have border or background. For example I need to have a message like this: "click here to add your logo" in the object field, those messages can't be printed since they are just instrucctions for the person using the form/template.
I tried the Tooltip but since the fields can have border people won't know were the fields are and the Tooltip only works when you place the cursor on the field.
Any suggestions?

The input parameters you are seeing in a 'Web Dynpro like' form are more than likely input parameters to the process. Process input parameters come from action input parameters in process blocks and actions that are not mapped. Given that, it sounds like you have not mapped all the input parameters for one or more of your actions in your process. By default, GP provides the process initiator the ability to specify the values of these inputs when a process is started. To avoid this you can either,
1. Map all the input parameters.
2. Specify the process to start automatically under the 'Instantiation' tab for the process template. By selecting this, input parameters are ignored and their default values used.
3. Don't expose these parameters if they are not required or applicable to your process. This can be done at the action or block level under the 'Parameters' tab.
~Greg

The data source "....." referenced in the form template is not valid or cannot be found

Greetings,
I have an InfoPath 2013 form that uses an external data connection. The data connection became corrupt (somehow, no one knows who changed what). A user went in to InfoPath designer and created a new data connection and changed all references
to use that new data connection. Now the form cannot be published at all with the error
"The data source "GetUserProfileByName" referenced in the form template is not valid or cannot be found"
The new data source they created is GetUserProfileByName2 and changed all references.
Of course, since it is broke, they asked me to see if I can find the issue. I went through the form looking to see if they missed any references to the old data connection and can't find anything.
Where is InfoPath storing the old data connection information and where can I remote it? I looked in the manifest and don't see it there either.
Any thoughts?
Thank you!

Hi Bob,
There are many XML schema files for the data connection, I recommend to check if the references to the XML files have been changed to the new schema files in the manifest file.
For example, if we create a data connection called GetUserProfileByName, then there will be one XML file and three XML schema files for the data connection.
Please make sure that all the references are updated in the manifest file.
Thanks,
Victoria
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
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Victoria Xia
TechNet Community Support

How to create a Custom form Template..

Hi Eperts,
I would like to seek a help from you regarding creating a custom form template on custom BO. could you guide me where i have gone wrong in successfully creating a Print form. I am in dead need of this particular solution for a client. It is hampering my entire scenario......
1. I had created a Custom BO and I am trying to preview the created form on the OIF screen.
2. I had created a form on above of the custom BO. This created form and form group is activated and configured as of needed by opening it through ALD (Adobe Life Cycle Designer).
3. I had created a BAC element with some scoping questions and activated it. After activating it i had deployed the Business configuration.
4. my solution got updated with the created and deployed BAC elements and i had done scoping for those elements to make my created form available.
5. I can see my form template in Form Template maitaince under Application user managment WOC. I had made it to be available for all users and published.
6. All the above steps are done success fully with no errors.
7. When i accessed my custom BO and tried to preview the created form i am unable to view it and i am seeing the following window.
Could you help me out in solving this or send me across any detailed document regarding this what you had done previously.
Thanks in advance for your valuable help...
Regards...
Hanu K

It looks like system didn't identify the form template. So please check if the required configuration for "Preview" modal dialog is done properly. In the SDK documentation, refer to section "8.4.3.4 Create a Preview Button for a Print Form"
If you have already done the steps mentioned in the section 8.4.3.4, but still facing the issue then let me know.
Best regards,
Hari

This form template is currently browser-enabled but it cannot be browser enabled on the site

Hi,
we have an issue with infopath form when trying to publish the form with browser enabled feature it is showing error "this form template is currently browser-enabled but it cannot be browser enabled on the site" and also "Enable thisf orm
to be filled out by using browser" option is disabled
i have triedfollowing
1. Site Collection Features has "Enterprise Features enabled"
2. Site Features also has "Enterprise Features" enabled
3. Forms Library has "View as Web Page" enabled in advance settings
4. Infopath Forms Service has Render and User Browser Compatible Forms enabled
5. Tried creating a form with simple section and design checker does not flash any errors (And, yes, the form is made browser compatible)
6. Tried enable and disable of Infopath Forms Service, Enterprise Features, etc and did an IISRESET each time
7. Default Form Templates library is also there in view all site contents page, this is also
8. This is only happening in one site collection, on other site collections this is working
Anyone please help me on this

Thanks Darrell,
Apologies for my delayed response. I wish it was that simple! When I publish, the files are saved throughout the site with files from my 7 other animations (some of which I've decided not to use). Very confusing for an Edge noob. Anyway I've identified and collected them all using Finder into a folder to zip. Now I have to finish sorting about 1.25 GB of images (when I started experimenting with Edge I made the mistake of using big pixel dimensions and many duplicates of varying sizes) that aren't in the animation I want to send you. I don't know which ones to delete without inserting each one in the edge animate composition first as distinguishing the names in the library seems to be a lost cause. Thanks for your patience and I'll send the zipped file with the pruned images within 48 hrs. I'm working with a full laptop that's at the end of its natural life so its taking a lot longer. I hope the whole problem is because of my huge image folder and not to do with javascript etc. The animations work fine by themselves in any browser and after publishing by themselves it seems. Just not in DW...
Cheers, Gene.

SAP Cloud For Customer : How to change the Logo or Image into the Standard Form Template

Hi Experts,
I have requirement to change the standard template format.
I have copy standard template and edit using Adobe Life Cycle Designer to change the logo / image.
After changed and upload modified template and change the output setting for print i can able to see the changes but logo / image can not display.
Can anyone have idea how to solve this issue ?
Can we change the template within cloud system?
If Yes than How ?
Regards,
Mithun

The following are the instructions (November 2014 version of SAP Cloud for Customer)
Edit a Form Master Template
Overview
As an administrator, you can edit existing form master templates. These are used to define the header, footer, and logos used in form templates. Form master templates also contain an e-mail disclaimer that is appended to automatically generated e-mails sent to business partners when a document is output from the system.
Procedure
1. Go to Application and User Management or Administrator Business Flexibility Master Template Maintenance .
2. In the Master Template Maintenance view, select Form Master Templates from the Show menu.
3. Select the master template you want to edit and click Edit.
4. On the Form Master Template tab, do the following:
Under Header, click Upload and browse to find the file you want as logo. Adjust the size and alignment of the logo, as required.The file formats .gif, .bmp, .jpg, .png, and .tif are supported. The logo should not be larger than 40 mm width x 20 mm height. If you upload a graphic that is larger than 40 mm x 20 mm, it is resized automatically.Select the Header Divider checkbox if you want a graphical divider to appear on your form.Under Sender Address, enter your company’s address. The sender address is shown above the recipient's address in a letter.Under Footer, choose the number of footer columns you want to display. Enter the footer text exactly as you would like it to appear on the form. You can maintain up to 4 footer blocks with a maximum of 10 lines per footer.Note that the width of each footer block is equally divided over the available space. If a line of text in the footer is too long for the current font size, the system will automatically enter a line break. If this automatic line break does not meet your needs, you may need to enter the text after the line break as a separate line.To maintain multiple languages, you must first add the language from the Add menu and then maintain the texts in that language by selecting the language from the dropdown list.
5. Click the refresh button to preview your changes. From the dropdown list under Preview, you can select a country. The preview is then displayed using the country-specific template, for example, some countries do not use sender addresses or have different paper sizes.
6. On the E-Mail Disclaimer tab, you can enter a disclaimer or other company-specific legal information.
This text is appended to the main text body of e-mails that are created when a document is output by the system. It is not possible to create separate language versions of this text; therefore if your company uses multiple communication languages, you should enter all language versions of the disclaimer here.
7. Click Save and Close.
Result
If required, you can now assign the form master template to a company/org unit and/or output channel. For more information, see the Master Template Maintenance Quick Guide.
Note that master templates can be activated and deactivated for each form template in the Form Template Maintenance view. For more information, see the Form Template Maintenance Quick Guide.

Form Template Modification

Hello,
I am working on Form Template modification using Adobe live designer. Need to change the XSD file and make sure that SAP byDesign will update data according to new schema(XSD) file.
Form (XDP) is tied to Main schema (XSD) and xml files ( which tied) to SAP ByDesign for example Customer Invoice.
Example XML
<Customer Invoice>
   <Item>
     <ID> 1</ID>
     <Product> D1 </Product>
     - <IDENTIFIED_STOCK>
                <ID>LOT1</ID>
                <Qty> 25</Qty>
     - <IDENTIFIED_STOCK>
                <ID>LOT2</ID>
                <Qty> 50</Qty>
   </Item>
</Customer Invoice>
Currently form is processing data By Item node. So it gets data inside Item and Identified_stock had two records. But it populated only one.
If I change to look Identified_stock then it process and get both records but then Product has only one node it will show only one product for two identfied_stock.
If I change the XSD schema - Identified_stock will be higher node and item will be inside it. Is customer invoice generated from SAP ByDesign will support new XSD schema, if yes and how to do it.

Hello,
I found solution myself.
I have created nested subforms. Outer Subform goes and look into "Item" level node and inside subform looking into "InStock_ID" level and gets all the stockid inside and display.
Thanks.
Viral.

Downloadable PDF Form Templates

Are there any templates available for download for Acrobat Pro, other than the ones I see when I go to create a form and I'm asked to choose a template? Specifically, I'm interested in timesheets with different looks. There's one available installed, but I thought there might be other versions available somewhere.

Another possible resource.
http://www.adobe.com/products/acrobat/tutorials/
Just now, "Creating a form template using Adobe LiveCycle Designer" is the featured (at page top) tutorial.
Be well...

Free Form Template and Combining Chart Values during Runtim

Hi Guys,
Need your expertise on this. We received some unreasonable request for the following:
1. Free Form Template DURING Runtime
- moving charts from one place to another by dragging them from one place to another during runtime
2. Combining of Chart values during Runtime
-to be able to mash-up 2 different charts during runtime. For example, dragging a chart to another chart
would result to a combined-value of chart. For instance, you have a Sales Chart and a Production Chart,
if and when Sales Chart is dragged and placed on top of Production Chart then it would mash-up the values
and will produce only one chart.
Is this even possible?
Hope you guys can help.
Kind Regards and Many Thanks,
Mark

Hi Mark
1. Free form template is not possible with current version of Dashboard Designer. You may use the option of Dynamic Visibility to simulate this. But this might not serve your requirement 100 %.
2. Your requirement of mixing up chart just by dragging and droping on another is coming under Designing part. For designing we need software, in my point of view. Xcelsius is a Tool to generate required output in various formats. Here we need to finalise the output such as chart type/ data to be displayed/ format to be displayed, etc and while viewing we may play with data but not with objects other than dynamic visibility.
Hope this clarifies.
With best wishes
BaaRaa.

How to publish infopath forms to open new and old form templates in sharepoint2007

Hi All,
My requirement is , we are having a form library with the Infopath form templated(V1) published.
Then we have added about 300 items using template(v1) into the sharepoint library.
Then client asked for the changes in form and we deveploped infopath template (V2) and published, able to create the items using the new template(v2).
But ,the issue is when we open item from the 300 items which are created with template(v1), its is opening using template(v2) and we are loosing the functionality of template(v1).
Can i know ,how to publish the form template to use both template versions and it should open the form with wahatever the template it used for creation.
Thanks in Advance.
Anil Kumar K

Hi,
If you want the InfoPath forms for displaying the items in the list, then I recommend to click Customize Form button in the ribbon of the list to edit the form in InfoPath and then publish the form back to SharePoint.
After that, you will see there are three new forms(displayifs.aspx, editifs.aspx, newifs.aspx) when you view the list in SharePoint Designer.
Then you can create the custom action to navigate to the custom InfoPath form:
Thanks,
Victoria
Forum Support
Please remember to mark the replies as answers if they help and unmark them if they provide no help. If you have feedback for TechNet Subscriber Support, contact
[email protected]
Victoria Xia
TechNet Community Support

Generator Forms Templates

I am using Designer 10g to generate 10g forms on an urgent application. I want to create a forms template and wondered if there are standard templates or demos that I can use. I'm looking for very basic one with toolbars and basic info about database, module title, username, date etc. I'm sure it wouldn't take long to create one but would be quicker if I can borrow!

James,
Designer product has a very good online help which comes along with the product.
For tutorials/demos you could check out the Designer product page at http://www.oracle.com/technology/products/designer/index.html
Hope this helps.
Satish

SP2010 and Infopath: Can't publish form, getting "An Administrator must approve this form template before it can be filled out"

Hi everyone,
I'm hoping that someone can shed some light on this issue that I'm having, publishing an InfoPath form to SharePoint 2010 sharepoint site. To start off, I am admin of the sharepoint site I'm publishing to, with full permissions; I am NOT a central administrator
for sharepoint services though, that is our IT manager.
I have designed a simple form, questions and text fields, a button at the bottom to submit, and in the Submit Options for the form I added some emails to whom the form will go to once submitted.
I published the form the first time successfully, selecting:
-Publish
-To a SharePoint server with or without InfoPath Forms Services
Selected the site where I am an admin on
-Enable this form to be filled out by using a browser
--Document library
etc, next, next success, I got the URL for the form.
Went through just fine, until I opened the URL for the form and realized that I left the option to display the form Menu which I didn't want displayed to users.
I went back in InfoPath and removed these options from Form Options (Browser), tried to republish it, and at the "Enable this form to be filled out by using a browser", the first two options "Document Library" and "Site Content"
are no longer selectable, greyed out, and instead I can only select "Administrator-approved form template (advanced)" option.
What gives here? Why was I able to publish it the first time without any issue, but once I remove the option to show the menu in the browser, I can't republish it. This is such a huge pain and causing so must wasted time trying to find a solution. I have no
code in the form, it's a simple form. I tried adding the menus back, and it's still giving me the same problem about admin-approved forms..
About 6 months ago I designed another form for another sharpoint site, and I remember having run into this issue before but found a way to get around it, but I can't find that info anymore.
Can someone shed some light on this please, I find this behavior so inconsistent..
Thanks in advance!

Hi Teredactle,
Based on your description, I did a testing per the below:
Create a blank form with InfoPath Designer, and add a Text Box and a submit button, the submit button send an email to a people.
Publish the form to a new library in my SharePoint site.
re-open the form via InfoPath Designer, and click File->Forms Options->Web browser, unselect some options
Then re-publish the form. I re-published the form via the Quick Publish and Publish->SharePoint server, they all worked well.
Whether you can use Quick Publish to publish the form.
As I cannot reproduce your issue, I suggest you create a new form, and test again, compare the result.
And test on another site, check whether this issue occurres on other sites.
Best Regards,
Wendy
Wendy Li
TechNet Community Support

How to insert application form id into the form template

Hi,
Is there a way to set the application form id into a form template designed from the LiveCycle Designer? Here is the detail description of my question:
(1) I am using LiveCycle Design to design a form template.
(2) I go to our application to deploy this form template. During the process, a form id will be generated and it will be associated with this form template.
(3) I would like to insert this generated form id into the form template, so that later when user fills out and submits the form, I will know what's the form id the submitted data belongs to.
Appreciate you kind help!!!

Hi Justin,
Yes. The form ID will be generated by our application during the form deployment process (after the form is designed, it needs to be deployed to our application before it can be used.). So I was hoping there is a way to set the form ID into the form template design at that point. So that later when end user fills out and submits this form, I will know what form ID it is related to.
If I cannot do this at the deployment point, one way I can think of is to do it at the time when end user is downloading the form. I can return a "rendered" form (instead of opening up the form template directly) with the form ID information in it. But that means for every single form user opened we need to render it at run time to fill in the form ID, which is not performing and what I was trying to avoid.
Thanks for your help!
Anita

Could not verify the form template on the target server + infopath 2010

I am getting the could not verify the form template on the target server + infopath 2010
warning in the infopath form.
The design checker task pane I see a warning saying "Could not verify the form template on the specified server". I cannot find
anywhere in msdn or google addressing this warning. Inspite of this warning i tried to quick publish the form, and then i get an error saying: "The form template has been published to the server but it can only be opened in the InfoPath Editor because it contains
feature that are not compatible with web browsers, to fix this problem, click close and review the errors in the Design Checker task pane"
Md. Tariq

Hi Tariq,
Please make sure:
SharePoint Server Enterprise Site Collection features site collection feature has been activated.
Go to Form Options > Compatibility > Select the Form type as Web Browser Form.
Try to publish the form to the root site of the site collection as a content type.
If the problem still persists, please check whether there is any binding issue or logical issue. If the problem still cannot be solved, could you please try to create a new form and see how it works?
Here is a similar thread for your refer.
http://social.technet.microsoft.com/Forums/en-US/sharepoint2010customization/thread/2c66bff6-8d83-40da-9fe8-5f064329bde0
Thanks & Regards,
Emir
Emir Liu
TechNet Community Support

Letting non-technical clients design forms and workflows

Some individuals in my organization are under the impression that our clients, who are very non-technical, will be able to design forms / workflows, etc.
The impression is that the developers are to create a set of standard schemas, fragment libraries, and workflows, and then the (non-technical) client can build their own forms, select a predefined Task Manager endpoint, and hit the ground running with their new form, in production. Yes you heard me correctly. In production. That means no DEV, no QA, no passing Go.
In other words, they are putting LiveCycle on the same playing field as Vignette (Content management in production).
I disagree with their approach and am seeking feedback. Thanks! ;-)

If the form is bound to a schema, at least when they move form elements around, most of the time it will still work. If normal binding, moving stuff around will screw up the data merge.
The biggest problem I see with the changes being made directly in production is that I save my forms to the repository in order to test. The preview tab quite often does not represent true functionality. So if they had Workbench pointing right at prod, the form cannot be tested without releasing it.
I don't know what you mean between content repository and Workbench repository. The way my implementation works, if I save in Workbench, I can immediately reload the page to get the changes. They are the same repository. I am using the API call (off the top of my head) renderFormWithUSageRights. I specify a repository URL for the template location. All my forms render through the same servlet parsing the form name out of the request URL. There is an XDP in the repository with the same name as each pdf URL. There is also a corresponding JSP which renders the XML that is merged in at render.
I saw a reference somewhere that the repository URL could contain a version at the end. I have not tried this. If true, it would not be difficult for me to update my code to get the version number out of my properties database table. Then also allow an override version number in the URL for the final form. So http://mycompany.com/myform.pdf renders the 'released' version and http://mycompany.com/myform.pdf?version=2.7 returns that specific version. http://mycompany.com/myform.pdf?version=latest would work like it does now where no version number is specific in the repository URL. This would mean they could save the form, access in production to test, but not affect normal users. Once tested, the database could be updated to reflect the new released version. It would be really slick to have a workflow approval process around it. The workflow would have a link to the new version for each approver to review. After the last person signs, the workflow would update the database to the new version. The next time it is rendered will be the latest version.
Thinking about this, I like that idea even if a developer makes the changes. There are times when customers won't sign off on their own requested changes because they won't make the effort to test it before it goes into production. They would rather let the changes go in then report anything they don't like as a bug. They feel if they don't sign, then they cannot be held accountable. Sometimes the same people or others will get angry if an item is not put into production based on not getting sign off. Now, the deployment would be tied directly to the sign off procedure rather than manually by someone in IT. All approvers would be able to look at the audit trail to see who has not signed off and therefore the direct cause of an item not being released.

Designing Form Template

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