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Fill in PDF Form Fields using the Open Source iTextSharp Dynamic Link Library

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22 Jan 2008CPOL7 min read 373.7K   17.6K   128   59
Article describing a quick and simple approach to programmatically completing a PDF document through use of the iTextSharp DLL

Introduction

This article describes a quick and simple approach to programmatically completing a PDF document through the use of the iTextSharp DLL. The article also discusses how one might go about using the iTextSharp DLL to discover and map the fields available within an existing PDF if the programmer has only the PDF but, does not have Adobe Designer or even a list of the names of the fields present in the PDF.

screenShotSmall.JPG

Figure 1: Resulting PDF after Filling in Fields Programmatically

iTextSharp is a C# port of a Java library written to support the creation and manipulation of PDF documents. The project is available for download through SourceForge.net. With the iTextSharp DLL, it is possible to not only populate fields in an existing PDF document, but also to dynamically create PDFs. The examples here are limited to a description of the procedures associated with the completion of a PDF. The download will contain examples of PDF creation in both Visual Basic and C#.

The examples contained herein are dependent upon the availability of the iTextSharp DLL. Use the link provided previously in order to download the DLL locally to your development machine. In order to demonstrate filling out a PDF using the iTextSharp DLL, I downloaded a copy of the W-4 PDF form from the IRS website. The form contains controls and may be filled out programmatically so it serves as a good example.

PDF documents that do not contain controls, i.e. those meant to be printed and filled in with a pencil, cannot be completed using this approach. Of course, if you have access to Adobe tools (Adobe Professional, Adobe Designer), you can always create your own PDFs with controls or can add controls to existing PDFs. Further, although not demonstrated here, you can also use iTextSharp to create a PDF document with embedded controls.

Getting Started

In order to get started, fire up the Visual Studio 2005 IDE and open the attached solution. The solution consists of a single Windows Forms project with a single form. I have also included a PDF that will be used for demonstration purposes; this form is the IRS W-4 form completed by US taxpayers. However, any PDF with embedded controls (text boxes, check boxes, etc.) is fair game for this approach. Note that a reference to the iTextSharp DLL has been included in the project.

All of the project code is contained within the single Windows Form. The form itself contains only a docked textbox used to display all of the field names from an existing PDF document. The completed PDF is generated and stored in the local file system; the PDF is not opened for display by the application.

The application uses the existing PDF as a template and from that template, it creates and populates the new PDF. The template PDF itself is never populated and it is used only to define the format and contents of the completed PDF.

f2.jpg

Figure 2: Solution Explorer

The Code: Main Form

As was previously mentioned, all of the code used in the demonstration application is contained entirely in the project’s single Windows Form. The following section will describe the contents of the code file.

The file begins with the appropriate library imports needed to support the code. Note that the iTextSharp libraries have been included into the project. The namespace and class declaration are in the default configuration.

C#
using System;
using System.Collections;
using System.ComponentModel;
using System.Data;
using System.Drawing;
using System.Text;
using System.Windows.Forms;
using iTextSharp;
using iTextSharp.text;
using iTextSharp.text.pdf;
using iTextSharp.text.xml;
using System.IO;

namespace PdfGenerator
{
    public partial class Form1 : Form
    {

The next section of code contains the default constructor and the Form1 load event handler. During form load, two functions are called. Those functions are used to display all of the fields present in the template PDF and to create a new PDF populated with a set of field values.

C#
public Form1()
{
    InitializeComponent();
}
private void Form1_Load(object sender, EventArgs e)
{
    ListFieldNames();
    FillForm();
}

The next section of code contained in the demo application defines a function used to collect the names of all of the fields from the target PDF. The field names are displayed in a text box contained in the application’s form.

C#
/// <summary>
/// List all of the form fields into a textbox. The
/// form fields identified can be used to map each of the
/// fields in a PDF.
/// </summary>
private void ListFieldNames()
{
    string pdfTemplate = @"c:\Temp\PDF\fw4.pdf";
    // title the form

    this.Text += " - " + pdfTemplate;
    // create a new PDF reader based on the PDF template document

    PdfReader pdfReader = new PdfReader(pdfTemplate);
    // create and populate a string builder with each of the
    // field names available in the subject PDF

    StringBuilder sb = new StringBuilder();
    foreach (DictionaryEntry de in pdfReader.AcroFields.Fields)
    {
        sb.Append(de.Key.ToString() + Environment.NewLine);
    }
    // Write the string builder's content to the form's textbox

    textBox1.Text = sb.ToString();
    textBox1.SelectionStart = 0;
}

Figure 3 shows the field names collected from the target PDF using the ListFieldNames function call. In order to map these fields to specific fields in the PDF, one need only copy this list and pass values to each of the fields to identify them. For example, if the form contains ten fields, setting the value (shown next) to a sequential number will result in the display of the numbers 1 to 10 in each of the fields. One can then track that field value back to the field name using this list as the basis for the map. Once the fields have been identified, the application can be written to pass the correct values to the related field.

Checkbox controls may be a little more challenging to figure out. I tried passing several values to the checkbox controls before lining up a winner. In this example, I tried pass 0, 1, true, false, etc. to the field before figuring out that yes sets the check.

f3.jpg

Figure 3: The Available PDF Fields

The next section of code in the demo project is used to fill in the mapped field values. The process is simple enough. The first thing that happens is that that the template file and new file locations are defined and passed to string variables. Once the paths are defined, the code creates an instance of the PDF reader which is used to read the template file, and a PDF stamper which is used to fill in the form fields in the new file. Once the template and target files are set up, the last thing to do is create an instance of AcroFields, which is populated with all of the fields contained in the target PDF. After the form fields have been captured, the rest of the code is used to fill in each field using the field’s SetField function.

In this example, the first worksheet and the W-4 itself are populated with meaningful values whilst the second worksheet is populated with sequential numbers that are then used to map those fields to their location on the PDF. After the PDF has been filled out, the application reads values from the PDF (the first and last names) in order to generate a message indicating that the W-4 for this person was completed and stored.

C#
        private void FillForm()
        {
            string pdfTemplate = @"c:\Temp\PDF\fw4.pdf";
            string newFile = @"c:\Temp\PDF\completed_fw4.pdf";
            PdfReader pdfReader = new PdfReader(pdfTemplate);
            PdfStamper pdfStamper = new PdfStamper(pdfReader, new FileStream(
                newFile, FileMode.Create));
            AcroFields pdfFormFields = pdfStamper.AcroFields;
            // set form pdfFormFields
            // The first worksheet and W-4 form

            pdfFormFields.SetField("f1_01(0)", "1"); 
            pdfFormFields.SetField("f1_02(0)", "1");
            pdfFormFields.SetField("f1_03(0)", "1");
            pdfFormFields.SetField("f1_04(0)", "8");
            pdfFormFields.SetField("f1_05(0)", "0");
            pdfFormFields.SetField("f1_06(0)", "1");
            pdfFormFields.SetField("f1_07(0)", "16");
            pdfFormFields.SetField("f1_08(0)", "28");
            pdfFormFields.SetField("f1_09(0)", "Franklin A.");
            pdfFormFields.SetField("f1_10(0)", "Benefield");
            pdfFormFields.SetField("f1_11(0)", "532");
            pdfFormFields.SetField("f1_12(0)", "12");
            pdfFormFields.SetField("f1_13(0)", "1234");
            // The form's checkboxes
            pdfFormFields.SetField("c1_01(0)", "0");
            pdfFormFields.SetField("c1_02(0)", "Yes");
            pdfFormFields.SetField("c1_03(0)", "0");
            pdfFormFields.SetField("c1_04(0)", "Yes");
            // The rest of the form pdfFormFields
            pdfFormFields.SetField("f1_14(0)", "100 North Cujo Street");
            pdfFormFields.SetField("f1_15(0)", "Nome, AK 67201");
            pdfFormFields.SetField("f1_16(0)", "9");
            pdfFormFields.SetField("f1_17(0)", "10");
            pdfFormFields.SetField("f1_18(0)", "11");
            pdfFormFields.SetField("f1_19(0)", "Walmart, Nome, AK");
            pdfFormFields.SetField("f1_20(0)", "WAL666");
            pdfFormFields.SetField("f1_21(0)", "AB");
            pdfFormFields.SetField("f1_22(0)", "4321");
            // Second Worksheets pdfFormFields
            // In order to map the fields, I just pass them a sequential
            // number to mark them; once I know which field is which, I 
            // can pass the appropriate value
            pdfFormFields.SetField("f2_01(0)", "1");
            pdfFormFields.SetField("f2_02(0)", "2");
            pdfFormFields.SetField("f2_03(0)", "3");
            pdfFormFields.SetField("f2_04(0)", "4");
            pdfFormFields.SetField("f2_05(0)", "5");
            pdfFormFields.SetField("f2_06(0)", "6");
            pdfFormFields.SetField("f2_07(0)", "7");
            pdfFormFields.SetField("f2_08(0)", "8");
            pdfFormFields.SetField("f2_09(0)", "9");
            pdfFormFields.SetField("f2_10(0)", "10");
            pdfFormFields.SetField("f2_11(0)", "11");
            pdfFormFields.SetField("f2_12(0)", "12");
            pdfFormFields.SetField("f2_13(0)", "13");
            pdfFormFields.SetField("f2_14(0)", "14");
            pdfFormFields.SetField("f2_15(0)", "15");
            pdfFormFields.SetField("f2_16(0)", "16");
            pdfFormFields.SetField("f2_17(0)", "17");
            pdfFormFields.SetField("f2_18(0)", "18");
            pdfFormFields.SetField("f2_19(0)", "19");
            // report by reading values from completed PDF
            string sTmp = "W-4 Completed for " + 
                pdfFormFields.GetField("f1_09(0)") + " " +
                pdfFormFields.GetField("f1_10(0)");
            MessageBox.Show(sTmp, "Finished");
            // flatten the form to remove editting options, set it to false
            // to leave the form open to subsequent manual edits
    
            pdfStamper.FormFlattening = false;
            // close the pdf
    
            pdfStamper.Close();
        }
    }
}

To finish up the PDF, it is necessary to determine whether or not additional edits will be permitted to the PDF after it has been programmatically completed. This task is accomplished by setting the FormFlattening value to true or false. If the value is set to false, the resulting PDF will be available for edits, but if the value is set to true, the PDF will be locked against further edits. Once the form has been completed, the PDF stamper is closed and the function terminated.

That wraps up the discussion of the form-based demo project.

Summary

This article described an approach to populating a PDF document with values programmatically. This functionality was accomplished using the iTextSharp DLL. Further, the article described an approach for mapping the fields contained in a PDF and may be useful if one is dealing with a PDF authored elsewhere and if the programmer does not have access to Adobe Professional or Adobe Designer.

The iTextSharp library is a powerful DLL that supports authoring PDFs, as well as using them in the manner described in this document. However, when authoring a PDF, it seems that it would be far easier to produce a nice document using the visual environment made available through the use of Adobe tools. Having said that, if one is dynamically creating PDFs with variable content, the iTextSharp library does provide the tools necessary to support such an effort. With the library, one can create and populate a PDF on the fly.

History

  • 22 January, 2008 -- Original version posted

License

This article, along with any associated source code and files, is licensed under The Code Project Open License (CPOL)


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Comments and Discussions

 
QuestionFill in PDF Form Fields using the Open Source iTextSharp Dynamic Link Library Pin
Pr@mod5-Apr-18 19:11
Pr@mod5-Apr-18 19:11 
How We Can Identity Particular form field belongs to First name/Middle Name/Last Name??????
if the Form field name are like f1-01(0),f1-01(1),... it returns Radom form fields and sequentially from starting Point. Any Solution for This appreciated.
QuestionHow to fill Dynamically??? Pin
Pr@mod5-Apr-18 18:46
Pr@mod5-Apr-18 18:46 
QuestionUsing the DLL with VB.net Version 2002 Pin
Divermario12-May-17 3:52
Divermario12-May-17 3:52 
QuestionUsing iTextSharp.Dll with VB6 Pin
Member 1306482116-Mar-17 20:39
Member 1306482116-Mar-17 20:39 
QuestionSignature image stamping.. Pin
Member 1272835316-Sep-16 22:28
Member 1272835316-Sep-16 22:28 
PraiseCool Pin
Member 944978131-Jul-16 2:00
Member 944978131-Jul-16 2:00 
QuestionThank you, thank you, thank you Pin
Tim Tatum29-Dec-15 8:34
Tim Tatum29-Dec-15 8:34 
QuestionWhat is that pdfTemplate used in your coding? Pin
Vikash RL5-Oct-15 17:36
Vikash RL5-Oct-15 17:36 
QuestionIs it possible to pass picture information using the SetField method ? Pin
Sau0021-Oct-15 5:15
Sau0021-Oct-15 5:15 
QuestionHow to bring up the PDF Signing using iTextSharp Pin
Eddi Rae29-Sep-15 10:19
Eddi Rae29-Sep-15 10:19 
QuestionPDF Form Fill library in C Pin
Member 1175866922-Jun-15 21:33
Member 1175866922-Jun-15 21:33 
QuestionGetting an XML error "Data at root level is invalid" Pin
Shai Aharoni4-Feb-14 15:32
Shai Aharoni4-Feb-14 15:32 
GeneralRe: Getting an XML error "Data at root level is invalid" Pin
PIEBALDconsult4-Feb-14 17:05
mvePIEBALDconsult4-Feb-14 17:05 
GeneralRe: Getting an XML error "Data at root level is invalid" Pin
Shai Aharoni4-Feb-14 21:26
Shai Aharoni4-Feb-14 21:26 
QuestionNot work Pin
Kiransinh Chavada28-Nov-13 19:48
Kiransinh Chavada28-Nov-13 19:48 
QuestionPDF Generator on the Web page Pin
nghazanfari22-Aug-13 16:29
nghazanfari22-Aug-13 16:29 
GeneralMy vote of 5 Pin
Programm3r4-Aug-13 19:25
Programm3r4-Aug-13 19:25 
QuestionCreation of editable PDF Pin
sruthig18-Apr-13 1:22
sruthig18-Apr-13 1:22 
QuestionUnable to save fillable pdf Pin
akshay1455-Dec-12 21:21
akshay1455-Dec-12 21:21 
QuestionNot able to retrive the field tags and fill up pdf file Pin
nitin-aem21-Aug-12 0:30
nitin-aem21-Aug-12 0:30 
AnswerRe: Not able to retrive the field tags and fill up pdf file Pin
Kinza Sadaf11-Jul-14 21:35
Kinza Sadaf11-Jul-14 21:35 
GeneralImportant Note from iText Software Pin
Garry Vleminckx19-Jul-12 2:43
Garry Vleminckx19-Jul-12 2:43 
QuestionError Pin
Member 882271814-Apr-12 0:15
Member 882271814-Apr-12 0:15 
Questionpdf file not editable after Pin
Garyin12-Oct-11 10:36
Garyin12-Oct-11 10:36 
AnswerRe: pdf file not editable after Pin
Pr@mod5-Apr-18 18:43
Pr@mod5-Apr-18 18:43 

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