14 Jan in  Soda news

Soda PDF 11 Sneak Peek: Introducing Dynamic Forms

 
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soda pdf is comingWe have some exciting news: Soda PDF 11 is coming very soon, and it’s full of new features and improvements you’ll love!

 

To get you even more excited about the brand spanking new update to your favorite PDF software, we thought we’d give you a sneak peek into one of our new features. But don’t worry, a full list of new features is coming very soon…

 

Soda PDF 11 is bringing the love to the famous PDF forms with the addition of dynamic forms! What are dynamic forms and what do they do? Keep reading to find out!

 

What are Forms?

For those of you who may be new to Soda PDF, or PDF forms in general, we’re just going to give you a little run down. We’re going to cover regular forms before moving to dynamic forms.

 

Soda PDF allows users to create and fill an array of customizable fillable forms in their PDF documents.

 

1. Text Boxes

There are text boxes, which allow you to include sections of text anywhere in your document.

Dynamic Forms - Text Boxes

 

2. Check Boxes

You can easily create checklists by adding checkboxes anywhere in your document and checking off those completed tasks.

Dynamic Forms - Check Boxes

 

3. Radio Buttons

Add radio buttons to allows users to choose only one of a predefined set of mutually exclusive options.

Dynamic Forms - Radio Buttons

 

4. Combo Boxes

Want to create a drop-down list? Soda PDF can do that too! Add combo boxes to your PDF and choose your own values.

Dynamic Forms - Combo Box

 

5. List Boxes

Creating digital lists has never been easier! Add a list box anywhere on your document, add your values and virtually select options off your list.

Dynamic Forms - List Box

 

6. Digital Signature

All contracts need a signature – that’s why Soda PDF allows you to add signature fields to your documents, so signers know where to sign.

Dynamic Forms - Signature Field

 

7. Push Button

Finally, you can also add and name your own push buttons!

Dynamic Forms - Push Button

But wait, there’s more! You can customize all your form fields from the properties menu. Customize colors, borders, text, and more. To learn more about customizing form fields, check out our blog post here.

 

What are Dynamic Forms?

Now onto the new stuff: Dynamic Forms.

 

Regular forms are controlled by you; they need to be changed and updated manually. Luckily, there’s now an easier way to manage all your forms.

 

Dynamic forms make real-time changes to forms based on user input – so you don’t have to do it yourself! Fields can be auto-filled, pre-fill other forms, or shown or hidden based on user interactions.

 

In Soda PDF, dynamic forms have several functionalities. Upon the release on Soda PDF 11, we’re going to publish individual articles on each form’s dynamic functionalities. For now, we’ll run you through the basics.

 

Formatting Forms

Soda PDF allows you to easily format the appearance, values, actions, and even calculations of your forms. To access the properties menu, right-click on your form and select Properties from the drop-down menu.

 

Dynamic Forms - Form Properties

 

1. General

In the General properties, you’ll be able to edit basic elements like the name of your form field and its dimensions. Soda PDF 11 allows you to edit form field dimensions along X and Y axis, and width and height, to ensure exact measurement.

Dynamic Forms - general properties

 

2. Appearance

The Appearance tab allows you to spice up the look of your form. Choose the style and color of your border, text font, background color, and more!

Dynamic Forms - appearance

 

3. Values

Setting your Values properties allows you to have a little more control over your forms. You can choose whether people can edit or export your form data or limit them to only being able to read it.

 

You can even set requirements, so users will have to fill out certain parts of your form before moving on to another!

Dynamic Forms - value

 

4. Events

The Events section allows you set actions and effects for form widgets!

Dynamic Forms - events

 

5. Format

Soda PDF 11 allows for a whole range of new formatting properties for text boxes and combo boxes, including:

1. Decimal place & separator style for numbers and percentages

2. Currency symbols

3. Date

4. Time

5. Zip code

6. Phone number

7. Social security numbers

 Dynamic Forms - New Form Properties

Formatting a form to include dates will allow you to choose dates from a calendar. Formatting numbers or percentages will unlock a range of other options such as category, amount of decimal points, and even currency type.

Dynamic Forms - numbers

 

6. Calculations

Move aside Excel, because, with Soda PDF’s new dynamic forms, you can calculate values right from your PDF document!

 

Use the calculation feature for text fields and combo boxes to calculate values between text or combo fields using sum, product, average, min/max values of other fields or use of a custom script.

 

Using the predefined category, you can add, subtract, find the average, and minimum and maximum of forms.

For other calculations, such as multiplication and division, you can use Simplified Field Notation.

Dynamic Forms - simplified field notation

 

In this section, all you need to do is write out equations with the names of the form fields you want to calculate.

 Remember to not use spaces in the equations and write the names of the fields, not just the values (capitalization matters).

Dynamic Forms - sfn

 

Stay tuned for more in-depth tutorials on form calculations after the release of Soda PDF 11!

 

Dynamic forms are just one of the new enhancements that come with our newest release. Excited for more? Stay tuned!

 

Download Soda PDF to be prepared for our latest update!

 

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