Although Templates have been around since version 3 of Acrobat there was never any really
useful supporting information or technical documentation to make use of them. Version 5 and 6 of
Acrobat changed all that making it possible to take full control of Templates to create truly
dynamic PDF documents.
So what exactly is a Template? A Template is any marked page in a PDF whose form fields and
other elements (graphics, text etc) can be added to another page in a PDF or even to an existing
page in the PDF. A Template can be made initialy visible or hidden depending on your
One thing to keep in mind is that Templates are only available in the full versions of Acrobat or
inside Adobe Reader with Form Rights enabled.
By using Templates you are able to build a customised PDF document for each user, this
customisation can be based on choices made by the user in the PDFor by a pre-determined flow
that you have specified.
The decision to use a Template as opposed to dynamically creating form fields can be a difficult
one. The best way I have found to make this decision is to work out what you gain by using
If your page has a lot of form fields, showing/hiding each form field can be very tedious and also
very time consuming. By using Templates you can easily append the form fields to a particular
page in the PDF document or create a brand new page with just that Template — and in one
Another more useful feature of Templates is that everything that exists on the Template is made
visible — not just the form fields. For example, if you had your company logo and the standard
address details etc, this information would also be shown when the Template is used. Achieving
this with showing/hiding form fields is something that is much harder to do (if not impossible).
What about the down side? With everything in today’s modern software there’s always a trade-off between features and functionality. Templates are no exception, the biggest down side to using Templates is that you may find yourself asking how do I get rid of a page I’ve created?
Well the answer is that you can’t. This means you need to plan carefully how you implement and
use your templates.
The perfect use of a Template is a company expense form, let’s say for example you’ve been
away for months and you have hundreds of expenses to put in. Obviously they wont all fit on one
page so with a little bit of help from Templates we can simply create more pages in the PDF to
accommodate the extra expenses.
So how do we get started? Generally speaking there are four main steps to using Templates:
- Design your Page in your authoring package of choice and convert to PDF
- Create Form Fields on top of page
- Designate the page as a PDF Template
Once you have created your template shell the next step is to define the form fields in the
appropriate places. Normally when we create form fields the name of the field isn’t that
important, however when we are using Templates we have to consider how we will reference our
form fields when they have been spawned onto other pages in the document.
As luck would have it, Adobe have also considered this exact scenario and as we’ll see in a
second they have given us a really easy solution to the problem.
Reference Fields on Spawned Pages
When you spawn a template into a new page or onto an existing page we need to know what the
However if we have spawned many pages from the same Template we could potentially have the
when we asked it?
Well Adobe make it easy for us, when we spawn a new page from a Template Acrobat
automatically renames the fields to match both the name of the Template and also the page that
they have been spawned onto. For example if we create a new page with a Template named
‘tpltExpenses’ and the page that is created is page 5 our form fields would be named:
Note: The Page numbering in Acrobat actually starts at 0, ie. the first page in a PDF when talking in Template terms is actually page 0, this is why page 5 is actually P4.
Spawning a Template
var expTplt = getTemplate(‘tpltExpenses’);
Putting the Pieces Together
I’ve designed a expenses form (using PowerPoint!) to illustrate using Templates (Step 1). Once
PDF’d we can now add the form fields in Acrobat (Step 2.), we also need to add a button to allow
the users to ‘spawn’ another blank expenses form. Then all that’s left is to mark the page as a
template (Step 3).
[Part of Step 2.]
- After you’ve drawn the form field button, access the Properties Dialog (Right-Click,
Properties or CTRL+E / Properties Bar).
- Choose ‘Mouse Up’ as the Event Trigger and Click ‘Add’
var expTplt = getTemplate('tpltExpenses');
So what exactly does this mean? Line 1 of our code obtains an ‘object’ that represents the
Template we have marked (we haven’t actually marked our template yet, that’s next in Step 3).
Once we have an object, we can ask it to do things for us, this is what Line 2 is asking for. At
Line 2 we ask the template object to ‘spawn’ itself onto another page, in our case we want it to
‘spawn’ onto the last page of the PDF.
a page count of 4 would mean the PDF has pages 0 — 3, so therefore the ‘spawn’ will insert a
new page into the PDF since there is no page 4 in this document.
The next bit of information we had to specify was if we wanted Acrobat to rename the fields when
pages were spawned, in our case we do so we entered ‘true’. The next part was if we wanted the
‘spawn’ to be part of the existing page, it’s here that we actually want to insert a new page, so we
have to say ‘false’.
If you didn’t understand a word of that it’s okay, just appreciate the two step process we went
through: Get the template object, ask it to ‘spawn’ itself somewhere.
Creating and Marking the Template
For Step 3 we need to flag this completed page as a Template. Follow these steps to create a
Template from the current form page.
- Choose ‘Forms’ from the ‘Advanced’ menu and select ‘Page Templates’.
which was ‘tpltExpenses’ (case sensitive) and click the ‘Add’ button.
That’s it! When you press the ‘Add Blank Page’ button a new page will be added to the PDF
Easy right? If you stick to the four steps it really is a straight forward process to use templates,
and believe me they are extremely versatile and a practical solution to many form based
The Expenses Form is completely unlocked and open for editing and viewing so you can see
the expenses amounts 🙂