mirror of
https://github.com/foliojs/pdfkit.git
synced 2025-12-08 20:15:54 +00:00
Added support for options.select, options.value, options.defaultValue. Fixed font implementation so that individual form fields can have their own font setting. Renamed methods, reducing reference to PDF langauge syntax. Added 'type' specifier to formAnnotation method.
305 lines
10 KiB
Markdown
305 lines
10 KiB
Markdown
# Forms in PDFKit
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Forms are an interactive feature of the PDF format. Forms make it possible to
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add form annotations such as text fields, combo boxes, buttons and actions.
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Before addings forms to a PDF you must call the document `initForm()` method.
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- `initForm()` - Must be called before adding a form annotation to the document.
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```javascript
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doc.font('Helvetica'); // establishes the default form field font
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doc.initForm();
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```
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## Form Annotation Methods
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Form annotations are added using the following document methods.
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- `formText( name, x, y, width, height, options)`
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- `formPushButton( name, x, y, width, height, name, options)`
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- `formCombo( name, x, y, width, height, options)`
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- `formList( name, x, y, width, height, options)`
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The above methods call the `formAnnotation` method with
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type set to one of `text`, `pushButton`, `radioButton`, `combo` or `list`.
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- `formAnnotation( name, type, x, y, width, height, options)`
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### `name` Parameter
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Form annotations are each given a `name` that is used for identification. Field
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names are hierarchical using a period ('.') as a separaror (_e.g._
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_shipping.address.street_). More than one form field can have the same name.
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When this happens, the fields will have the same value. There is more
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information on `name` in the **Field Names** section below.
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### `options` Parameter
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#### Common Options
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Form Annotation `options` that are common across all form annotation types are:
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- `required` [_boolean_] - The field must have a value by the time the form is submitted.
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- `noExport` [_boolean_] - The field will not be exported if a form is submitted.
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- `readyOnly` [_boolean_] - The user may not change the value of the field, and
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the field will not respond to mouse clicks. This is useful for fields that have
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computed values.
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- `value` [_number|string_] - The field's value.
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- `defaultValue` [_number|string_] - The default value to which the field
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reverts if a reset-form action is executed.
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Some form annotations have `color` options. You can use an array of RGB values,
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a hex color, or a named CSS color value for that option.
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- `backgroundColor` - field background color
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- `borderColor` - field border color
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#### Text Field Options
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- `align` [_string_] - Sets the alignment to `left`,
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`center` or `right`.
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- `multiline` [_boolean_] - Allows the field to have multiple lines of text.
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- `password` [_boolean_] - The text will be masked (_e.g._ with asterisks).
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- `noSpell` [_boolean_] - If set, text entered in the field is not spell-checked
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- `format` [_object_] - See the section on **Text Field Formatting** below.
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```js
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doc.formText('leaf2', 10, 60, 200, 40, {
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multiline: true,
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align: 'right',
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format: {
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type: 'date',
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params: 'm/d'
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}
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});
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```
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#### Combo and List Field Options
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- `sort` [_boolean_] - The field options will be sorted alphabetically.
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- `edit` [_boolean_] - (combo only) Allow the user to enter a value in the field.
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- `multiSelect` [_boolean_] - Allow more than one choice to be selected.
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- `noSpell` [_boolean_] - (combo only) If set and `edit` is true, text entered in the field is not spell-checked.
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- `select` [_array_] - Array of choices to display in the combo or list form field.
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```js
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opts = {
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select: ['', 'github', 'bitbucket', 'gitlab'],
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value: '',
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defaultValue: '',
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align: 'left'
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};
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doc.formCombo('ch1', 10, y, 100, 20, opts);
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```
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#### Button Field Options
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- `label` [_string_] - Sets the label text. You can also set an icon, but for
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this you will need to 'expert-up' and dig deeper into the PDF Reference manual.
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```js
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var opts = {
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backgroundColor: 'yellow',
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label: 'Test Button'
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};
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doc.formPushButton('btn1', 10, 200, 100, 30, opts);
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```
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### Text Field Formatting
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When needing to format the text value of a Form Annotation, the following
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`options` are available. This will cause predefined document JavaScript actions
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to automatically format the text. Refer to the section _Formatting scripts_ in
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[Acrobat Forms
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Plugin](https://help.adobe.com/en_US/acrobat/acrobat_dc_sdk/2015/HTMLHelp/#t=Acro12_MasterBook%2FIAC_API_FormsIntro%2FMethods1.htm)
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of the Acrobat SDK documentation for more information.
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Add a format dictionary to `options`. The dictionary must contain a `type` attribute.
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- `format` - generic object
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- `format.type` - value must be one of `date`, `time`, `percent`, `number`, `zip`, `zipPlus4`, `phone` or `ssn`.
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When `type` is `date`, `time`, `percent` or `number` the format dictionary must
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contain additional parameters as described below.
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#### Date format
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- `format.param` - value must be one of the strings `m/d`, `m/d/yy`,
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`mm/dd/yy`, `mm/yy`, `d-mmm`, `d-mmm-yy`, `dd-mmm-yy`, `yy-mm-dd`,
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`mmm-yy`, `mmmm-yy`, `mmm d, yyyy`, `mmmm d, yyyy`, `m/d/yy h:MM tt`, or
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`m/d/yy HH:MM`.
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```js
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// Date text field formatting
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doc.formText('field.date', 10, 60, 200, 40, {
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align: 'center',
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format: {
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type: 'date',
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param: 'mmmm d, yyyy'
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}
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});
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```
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#### Time format
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- `format.param` - value must be a number between 0 and 3, representing
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the formats "14:30", "2:30 PM", "14:30:15" and "2:30:15 PM".
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```js
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// Time text field formatting
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doc.formText('field.time', 10, 60, 200, 40, {
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align: 'center',
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format: {
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type: 'time',
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param: 2
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}
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});
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```
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#### Number and percent format
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- `format.nDec` [_number_] - the number of places after the decimal point
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- `format.sepComma` [_boolean_] - display a comma separator, otherwise do not display a separator.
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- `format.negStyle` [_string_] (number only) - the value must be one of `MinusBlack` , `Red`, `ParensBlack`, `ParensRed`
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- `format.currency` [_string_] (number only) - a currency symbol to display
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- `format.currencyPrepend` [_boolean_] (number only) - set to true to prepend the currency symbol
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```js
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// Currency text field formatting
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doc.formText('leaf2', 10, 60, 200, 40, {
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multiline: true,
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align: 'right',
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format: {
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type: 'number',
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nDec: 2,
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sepComma: true,
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negStyle: 'ParensRed',
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currency: '$',
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currencPrepend: true
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}
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});
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```
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## Field Names
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Form Annotations are, by default, added to the root of the PDF document. A PDF
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form is organized in a name heirarchy, for example _shipping.address.street_.
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Capture this heirarchy either by setting the `name` of each _form annotation_ with
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the full hierarchical name (e.g. _shipping.address.street_) or by creating a
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hierarchy of _form fields_ and _form annotations_ and refering to a form field or form
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annotations parent using `options.parent`.
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A _form field_ is an invisible node in the PDF form and is created using the
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document `formField` method. A form field must include the node's `name` (e.g.
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_shipping_) and may include other information such as the default font that is
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to be used by all child form annotations.
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Using the `formField` method you might create a _shipping_ field that is added
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to the root of the document, an _address_ field that refers to the _shipping_
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field as it's parent, and a _street_ Form Annotation that would refer to the
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_address_ field as it's parent.
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Create form fields using the document method:
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- `formField( name, options )` - returns a reference to the field
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-- _Example PDF using field hierarchy, three text fields and a push
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button_ --
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```javascript
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doc.font('Helvetica'); // establishes the default font
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doc.initForm();
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let rootField = doc.formField('rootField');
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let child1Field = doc.formField('child1Field', { parent: rootField });
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let child2Field = doc.formField('child2Field', { parent: rootField });
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// Add text form annotation 'rootField.child1Field.leaf1'
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doc.formText('leaf1', 10, 10, 200, 40, {
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parent: child1Field,
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multiline: true
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});
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// Add text form annotation 'rootField.child1Field.leaf2'
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doc.formText('leaf2', 10, 60, 200, 40, {
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parent: child1Field,
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multiline: true
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});
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// Add text form annotation 'rootField.child2Field.leaf1'
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doc.formText('leaf1', 10, 110, 200, 80, {
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parent: child2Field,
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multiline: true
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});
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// Add push button form annotation 'btn1'
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var opts = {
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backgroundColor: 'yellow',
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label: 'Test Button'
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};
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doc.formPushButton('btn1', 10, 200, 100, 30, opts);
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```
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The output of this example looks like this.
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### Advanced Form Field Use
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Forms can be quite complicated and your needs will likely grow to sometimes need
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to directly specify the attributes that will go into the Form Annotation or
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Field dictionaries. Consult the **PDF Reference** and set these attributes in
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the `options` object. Any options that are not listed above will be added
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directly to the corresponding PDF Object.
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## Font
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The font used for a Form Annotation is set using the `document.font` method.
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Yes that's the same method as is used when setting the text font.
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The `font` method must be called before `initForm` and may be called before `formField` or any of the form annotation methods.
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```js
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doc.setFont('Courier');
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doc.formText('myfield', 10, 10, 200, 20);
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```
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## Named JavaScript
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In support of Form Annotations that execute JavaScript in PDF, you may use the
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following document method:
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- `addNamedJavaScript( name, string )`
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## Limitations
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It is recommended that you test your PDF form documents across all platforms and
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viewers that you wish to support.
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### Form Field Appearances
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Form elements must each have an _appearance_ set using the `AP` attribute of the
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annotation. If this attribute is not set, the form element's value _may_ not be
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visible. Because appearances can be complex to generate, Adobe Acrobat has an
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option to build these apperances from form values and Form Annotation
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attributes when a PDF is first opened. To do this PDFKit always sets the Form dictionary's
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`NeedAppearances` attribute to true. This could mean that the PDF will be
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_dirty_ upon open, meaning it will need to be saved.
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The `NeedAppearances` flag may not be honored by all PDF viewers.
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Some form documents may not need to generate appearances. This may be the case
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for text Form Annotations that initially have no value. This is not true for
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push button widget annotations. Please test
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### Document JavaScript
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Many PDF Viewers, aside from Adobe Acrobat Reader, do not implement document
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JavaScript. Even Adobe Readers may not implement document JavaScript where it is
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not permitted by a device's app store terms of service (e.g. iOS devices).
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### Radio and Checkboxes
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Support for radio and checkboxes requires a more advanced attention to their
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rendered appearances and are not supported in this initial forms release.
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---
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