A Combo Box field will add a dropdown menu to your document. This article will cover the basics of adding this field.
Step 1 - Choose the Combo Box feature
- Open the Forms Tab.
- Click on Combo Box.
Step 2 - Place the field on your PDF
You will see the outline for the combo box appear on your document. You can position it wherever you would like.
- Click anywhere in your file to place the box.
- Hold down your left mouse button and drag the cursor to resize the field as you place it.
Step 3 - Set your Combo Box properties
This article will not go into detail about most options. Click here for a full list of all form field properties, including how to set up calculations for your dropdown.
- Switch to Edit Mode.
- Select the Combo Box.
- Click the Properties icon.
Step 4 - Choose Value List Option
- Open the Values Tab.
- Click on Set next to Options.
Step 5 - Add Values
You can add values to the list for your users. You can add the public-facing Name and customize the behind-the-scenes Value name.
- Click Add.
- Type your value name.
- Click anywhere else to confirm.
- Repeat until all values are added.
Step 6 - Edit Public Name and Value Name
The Name column is what your user will see. Under Value you can set a different value name for data purposes.
- Double-click on the name you want to update.
- Type into the box.
- Click anywhere else to confirm.
Step 7 - Confirm the new value list
- Click Apply to confirm your new list.
Step 8 - Test the Combo Box
- Switch to View mode.
- Click on the box.
Bonus Step - Deleting a value
- Click on the bin icon.
Bonus Step - Editable Value
If you are working with a Combo Box (Dropdown Menu) you can provide users the option to edit dropdown entries, adding their own.
- Toggle the switch next to Editable.
Bonus Step - Deleting a Combo Box
- Switch to Edit Mode.
- Right-click on your form field.
- Select Remove.