How Can I Create Interactive Stamps?

Summary

Creating interactive JavaScript Stamps

Summary

Bluebeam Revu eXtreme


We have had a number of requests for stamps that include form fields and check boxes that can be customized after they are added to the PDF. In this article, I will show you how to create these types of interactive stamps, which require JavaScript and form fields, which I’ll refer to as Interactive JavaScript Stamps. I will also include a sample stamp that you can customize by adding your company information and logo which can be used as a template to create additional stamps.

There are some requirements for using and editing these stamps, so let’s get that out of the way first:

  • Revu 10 or above is required to use Interactive JavaScript Stamps.
  • Revu eXtreme is required to edit the form fields and JavaScript within the stamp. However, you can customize the appearance of kind of stamp using any edition of Revu 10 or above.

Using the Stamp

An Interactive JavaScript Stamp can be placed on your PDF just like any other stamp. Simply select it from the list of stamps in Revu’s drop-down menu and then place it where you want. Unlike a regular stamp, an Interactive JavaScript Stamp gives you the ability to change the text or click a check box as you add it to the PDF. The content of a stamp cannot be changed after it’s added to the page, so it must be changed beforehand in the Stamp Dialog.

Import the Sample

  1. Save this PDF file to your computer.
  2. Open Revu.
  3. Click Markup > Stamp stamp, then Import Stamp.
  4. Select the PDF file and click Open. The stamp is imported into your stamps library.

Add the Stamp to your PDF

  1. Click Markup > Stamp stamp, then select Submittal in the list of Stamps.
  2. Click where you want to add the stamp to the PDF. The Stamp Dialog will display.
  3. Select the type of status you want, type the submittal and specification number, and click OK. The stamp is added to the PDF.

Customize the Stamp

The top of the stamp has fields for you to add your company name, address and logo to make the stamp your own. You can change these fields in Revu Standard, CAD or eXtreme.

  1. Click Markup > Stamp stamp, then the edit edit button next to the stamp name.
  2. The stamp will open and you can change the company name, address and add a logo.
  3. Save the stamp for future use.

Changing the Stamp

You can use this stamp as a template to create other stamps. As mentioned before, this will require Revu eXtreme because there are form fields in the stamp.

It is important to remember that the names of the form fields, names on the PDF and the names in the Stamp Dialog must match exactly for the stamp to work. If they do not match, the JavaScript will fail — or the names on the stamp and in the Stamp dialog will not match.

Note: If there’s an error in the JavaScript, you won’t be able to add any stamps from the stamps folder. You may want to copy the stamp to a new folder and work in there until you know the stamp is working correctly.

To edit the stamp:

  1. Click FormEditor editor-32x32. The Forms tab will display on the left.
  2. Click the JavaScript javascript-32x32 button at end of the Forms command bar to edit the Global JavaScript in the stamp.
  3. In the Global JavaScript dialog, select StampCode in the list and then click Edit. The JavaScript Editor window will open and display the JavaScript.

This JavaScript is split into two sections: The top is for the text boxes and the bottom is for the group of radio boxes named “Status”. Note that these are actually radio buttons and not check boxes. In the following image, you can see how the names of the form fields, the label in the PDF, and the name in the JavaScript match:

As an example of editing the stamp, we are going to add a fourth Status option with the wonderfully creative name of “Option4”.

  1. If the JavaScript Editor is still opened, click Cancel twice to close the windows.
  2. Click Form Editor editor-32x32 to open the Forms tab.
  3. In the Status group, create a fourth radio button:
    1. Click Form Insert insert-32x32 > Radio Button forms-radio-button. Or, copy and paste one of the other radio buttons.
    2. Press Alt+P to open the Properties properties tab. Make sure the Name is “Status”, and the Choice is “Option4”.
    3. Select “Check” in the Style drop-down menu.
  4. Shift the other options to the left to make room for a fourth radio button, and label the new option using a text box text markup.
  5. Click Form, then the JavaScript javascript-32x32 button. The Global JavaScript dialog will display.
  6. Select StampCode in the list and then click Edit. The JavaScript Editor window will display.
  7. Add a fourth value option to radioGroup. Remember, the name must match the form field name, Option4.
  8. Add a comma to the end of description:"Rejected" },
  9. Click OK twice to save the JavaScript.
  10. Save the stamp to a new name.


The new section of code looks like this:

{ value:"Approved", description:"Approved" },
{ value:"Revise", description:"Revise" },
{ value:"Rejected", description:"Rejected" },
{ value:"Option4", description:"Option4" }

Now add the stamp to a PDF. The Stamp dialog will include the new “Option4” that we just created. Click Option4 and OK. The stamp will be added with the new option checked.


That’s it. Your new stamp is completed.

Notes:

The JavaScript in this stamp is actually split into two parts. There is the Global JavaScript that we already edited and there is a second part of JavaScript that is included in the Calculation form field. This field and its JavaScript are required for the stamp to work. This second half of the JavaScript has been written so that it does not need to be updated if radio buttons are added or removed from the Status set or if another text box field is added. Adding a new set of radio buttons, check boxes or other form fields will require that this JavaScript be adapted to accommodate them.

JavaScript experience may be required to make any changes to the forms and JavaScript in the stamp.

Two versions of the stamp are available. Submittal.pdf will prompt each time the stamp is added to a PDF. Submittal_batch.pdf will only prompt the first time it’s added. The second version can be used for Batch Stamping and “Apply to all pages” without multiple prompts.

Additional stamps can be downloaded from the Revu eXtensions page.

The Introduction to PDF Form Creation topic in the Revu Help Guide will get your started with additional information about creating PDF Forms in Revu eXtreme.

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