How do I export form data from my Playbook Acknowledgements form?

Open your Playbook Acknowledgements form in Acrobat. Go to the 'Options' menu. Select 'Export data'. Choose the file type (FDF, XML, or CSV) and save your data.

What is the difference between an editable form and a flattened form?

An editable form has interactive fields where users can type information, click buttons, and use JavaScript. A flattened form has had these interactive elements removed. The information typed into the fields becomes fixed text on the page, and you cannot edit it as a field anymore. Flattening is a one-way process, so always keep an editable copy.

If I edit an XFA form using a workaround, what happens to its fields?

If you edit an XFA form using a workaround, the form will flatten. This means all the fields, layers, buttons, and JavaScript in the XFA form will be lost. The interactive elements become fixed text, and you cannot edit them as fields again. It's important to know this before using any workarounds.

Why would I want to flatten a PDF form after collecting all acknowledgements?

You might flatten a PDF form after collecting acknowledgements to make the document permanent and unchangeable. Once flattened, the acknowledgement text becomes part of the page content, preventing accidental edits or changes to the responses. This is useful for archiving or sharing final, signed documents where you don't want any further interaction.

Can I get my interactive form fields back after I flatten a form?

No, once you flatten a form, the fields cannot be edited as fields again. Flattening is a one-way process. The interactive fields are removed, and their values become fixed text on the page. Always keep an original, unflattened copy if you need to make future edits to the fields.

◆ Acrobat · fill

Integrate form data collection with Microsoft Power Automate

I have a revised sales playbook that every field rep must acknowledge by [deadline=Friday] so we can measure adoption …

3ready prompts

1real task

3roles

See the prompt↓More fill workflows

AI prompts

3 ways to ask · copy any one

AExecute — “help me do it”Show me how to send Acrobat form data to...…+

Show me how to send Acrobat form data to [Power Automate] so it can trigger a workflow.

when the reply comes backWant to add an automatic email when a form is filled?

BImprove — “do it better”Suggest ways to make my Acrobat and Power Automate...…+

Suggest ways to make my Acrobat and Power Automate integration faster or more reliable for [collecting form responses].

when the reply comes backNeed help connecting Acrobat to a different app?

CDecide — “help me choose”Help me choose between using Power Automate or another tool...…+

Help me choose between using Power Automate or another tool to connect Acrobat form data with [my business system].

when the reply comes backCurious how to track submissions in a spreadsheet?

How to do it

the tool · the steps · what to avoid

1
Open your PDF file in Adobe Acrobat.
2
Go to the File menu and select Save As Other.
3
Choose Reduced Size PDF from the submenu.
4
Select the desired compatibility option in the dialog that appears.
CautionChoosing a lower compatibility may prevent older PDF viewers from opening the file.
5
Click OK to proceed.
6
Enter a new file name and location if prompted, then click Save.
Best practiceFor best results, always save the reduced file as a new copy to preserve your original PDF.

In the appWith the API

You can quickly reduce the file size of your PDF using the 'Save as Other' option in the File menu.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page

IntegrationConnecting two different apps so they work together automatically.ExampleThe integration between the calendar and email apps sends meeting invites automatically.

Power AutomateA Microsoft tool to connect apps and automate tasks.ExamplePower Automate can automatically save email attachments to your cloud storage and notify you.

Form DataThe answers or information people fill in on a PDF form.ExampleAfter completing the survey, all your entered form data was saved for analysis.

The real tasks

the one, listed here

Push the new sales playbook and capture acknowledgements before the week ends.

FAQ

about this task

You can set up a connection where Acrobat form data is sent to Power Automate using a connector or by exporting the data and creating a flow. This lets you automate actions like saving responses or sending alerts.

Integrating Acrobat with Power Automate helps you save time by moving data automatically, reducing manual work, and making sure information gets to the right place quickly.

Yes, Power Automate can connect Acrobat form data to many other apps, such as Salesforce or Teams, so you can share, store, or act on the information easily.

You need access to both Adobe Acrobat and Microsoft Power Automate, and you may need permissions to set up connectors or flows depending on your organization.

Using Power Automate is better because it can do more than just send emails—it can organize, store, and trigger actions with your form data, making your process much smarter and faster.

Integrate form data collection with Microsoft Power Automate

When to use it

AI prompts

How to do it

Glossary

The real tasks

Who does this

FAQ

Sources

Adobe help