Create a simple fillable PDF intake form for ad-hoc analysis requests with required fields: Requester name, team, busi…
Open Adobe Acrobat and select the Prepare Form tool from the Tools menu.
Best practiceYou can quickly access the Prepare Form tool by searching for it in the Tools search bar.
Choose an existing PDF or scan a document to use as your form background, then select Start to begin editing.
Add form fields such as text fields, checkboxes, radio buttons, or drop-down lists by selecting the appropriate field type and placing it on the form.
Double-click a form field to open its Properties dialog.
To set up calculations, go to the Calculate tab in the Properties dialog, choose a calculation type (e.g., Value is the sum), and select the fields to include in the calculation.
NoteFor custom calculations, select Custom calculation script and enter JavaScript code.
To add field validations, switch to the Validate tab in the Properties dialog, select a format category (such as Number or Date), and set validation rules or custom validation scripts as needed.
Best practiceUse the Validate tab to set range limits or add custom JavaScript for complex validation.
To assign actions, go to the Actions tab in the Properties dialog, select a trigger (such as On Focus or On Blur), choose an action type (like Run a JavaScript), and configure the desired action.
Best practiceCommon actions include showing/hiding fields or displaying messages based on user input.
Repeat steps 4–7 for each field that requires calculations, validations, or actions.
Save the form to preserve your changes.
Best practiceTest your form thoroughly by entering sample data to ensure all calculations, validations, and actions work as intended.
Best practiceBLOGS: If you encounter issues with fields not updating, try closing and reopening the form or using the Clear Form option to reset field states.
You can preview your form in Acrobat by selecting the 'Preview' button to test calculations and validations before distributing.
This runs in the Acrobat app - there is no separate API for this task.
A required field in a PDF form means the user must fill it in before they can finish or send the form. This is important because it helps make sure you get all the information you need. It stops people from missing out important details by accident.
No, Acrobat does not use Word's own form fields when making a PDF form. You need to add and set required fields inside Acrobat using Prepare a form. Start with a simple, well-structured Word document without Word form fields for best results.
| Acrobat | Word |
|---|---|
| Lets you set required fields that work in PDF forms | Form fields do not export as real PDF fields |
| Supports accessibility features like Tooltips and tab order | Does not support PDF accessibility features |
| Fields can be checked by Acrobat's Accessibility Checker | Word's form tools are not checked by Acrobat |