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Can I set up a review process in LiveCycle? Is what I want to do, at all possible? Anyone chime in.

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Level 3

What is the best way to set up a review process, without violating the EULA and having a form that is editable by the end user AFTER it is submitted.

Basically the process will go like this..

1. A user will log onto our website and click a link where he or she downloads a dynamic form.

2. The user will submit the form to multiple parties at once. (Conditional e-mail, depending on what sections in the form are filled out, different people will get the form)

3. The form will get reviewed, and if any changes need to be made, the person that originally filled out the form will need to get it back and make the necessary changes. (The forms are long, so they can't start from scratch).

4. After the changes have been made, the form will be re-submitted for final review.

5. After the form has been finalized, the completed form will be distributed to about 80 people within the company (attached to an e-mail or something) and these people will use the data within the form to populate what they need to.

Additional information:

-I am the only one that has Acrobat 9 Standard OR Professional.

-Everyone else has Reader only

-The forms are dynamic

-They have to be posted to a website

Is this at all possible? I can't figure out how this can be done.

I hope that was clear, please ask if you have questions.

6 Replies

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Level 10

Hi,

You can Reader Enable a form in Acrobat v9 Standard, however note the EULA with the restriction on 500 unique recipients. If it is going out to less than 500 you are not limited to the number of data processes that you undertake on the form.

See discussion here on Reader Enabling a form: http://assure.ly/etkFNU.

You would need to Reader Enable the form before you put it up on the web page.

You can script a regular button to submit the form to user-entered email addresses. See here: http://assure.ly/eUR4wJ. The first email button could be used to send out the form for review. The last section in the form could be a text field to allow reviewers to add comments and a second email button that would issued the amended form back to the originator for further action.

Both email buttons would get their email address(s) from completed fields in the form. In addition the email submission can be set up to return the PDF form and not just the data. IF the form is Reader Enabled then users with Reader will be able to complete this action.

Hope that helps,

Niall

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Level 3

So from my understanding, I can send the form to 500 people and collect unlimited responses from them OR I can send the form to and unlimited number of people but only collect 500 responses.

I guess I'll be inadvertently doing the latter because technically its like sending it to an unlimited number of people because more than 500 recipients can theoretically can access the form since its on a website

Does that mean that each time a person submits, however many times that person submits a form, each time, it counts as 1 submit against 500 because I have (theoretically) sent it to an unlimited number of recipients? Or does it all count as 1 submit regardless of how many times they submit it?

And then when the form gets distributed to the 80 people in the company, does that too count against my 500 limit? that would only allow the form to be used about 6 times, since 500/80 is 6.25.

I have to apologize for being so naive, but for me, that EULA stuff gets complicated in this area.

By the way, I think that e-mail solution will work. Thank you so much, you have no idea how much you're helping.

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Level 10

Hi,

I'm not a lawyer...

If you do a search on the forums this issue has been discussed a lot and there are some good points.

Yes, by putting the Reader Enabled form up on a website it is going to be very difficult to control how many people access it. If it was on an intranet, then it would be easier and the 80 employees could use it an unlimited amount of times.

If the actual number of people that will use the form will be less than 500, can you look at other ways of distributing the form? Email request?

Good luck,

Niall

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Level 3

Niall,

Please let me know what you think of this solution.

What if I don't enable the form(s)? Instead I get the user to submit the XML data. If all is well, I can import the XML data into a locked form and forward it to the 80 people that need it in the company. If, however, after reviewing it, something needs to be changed, I can import the XML data into the form with a submit button at the bottom and resend it to the user to make the necessary changes. When he or she opens it, the data will be already populated and they can just make the changes they need to make and resubmit it again.

The only problem I am having now is when I import the data into a form and send it to the user to make changes, the form has all the fields hidden as if there is no data in the form even though it is already populated. Perhaps this has to do with something about my presence script I believe you mentioned in another thread of mine. Hopefully I can get someone to look into in on this forum next week.

Hopefully I can get your input in this and if you think this is a feasible solution or if you foresee any potential problems.

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Level 10

Hi,

That seems like a lot of trouble processing the XML depending on wheither the document is approved or not.

Once the XML is imported it should be visible, if the objects presence property is set to "visible". If you are using the script here: http://forums.adobe.com/message/4060738#4060738, inthe docReady event then yes this will hide all of the subforms. You might need to include an if statement to test a particular field. If the field has a value then don't hide the subforms.

Niall

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Level 3

Unfortunately that is the only practical solution that I have come up with.

But ha! Yeah, that is exactly what I'm using. Well now a least I know what is causing the problem. So you're saying an IF statement should fix that? I'll definitely look into it.

Thank you sir, you are a good man.