Filling PDF Forms

Filling PDF Forms

Complete PDF forms by collecting required data through conversational interviews and populating form fields.

Process Overview

@startuml SKILL
title Filling PDF Forms - High-Level Workflow
|User|
start
:User provides PDF form to complete;
|filling-pdf-forms skill|
:Step 0: Initialize Chatfield;
:Step 1: Form Extraction;
:Step 2: Build Form Data Model;
:Step 3: Translation Decision;
if (User language is form language?) then (yes)
  :Use base Form Data Model;
else (no)
  :Translation Setup;
endif
:Step 4: Run Interview Loop;
partition "Chatfield CLI Interview Loop" {
  :Initialize: Run CLI without message;
  repeat
    :CLI outputs question to stdout;
    :Present question to user via AskUserQuestion();
    |User|
    :User provides response;
    |filling-pdf-forms skill|
    :Run CLI with user's message;
  repeat while (CLI indicates complete?) is (no)
  ->yes;
}
:Inspect collected data via CLI --inspect;
:Step 5: Populate PDF;
if (Fillable form?) then (yes)
  :Populate fillable fields
  (see Populating-Fillable.md);
else (no)
  :Populate non-fillable fields
  (see Populating-Nonfillable.md);
endif
|User|
:**✓ SUCCESS**;
:Receive completed PDF <basename>.done.pdf;
stop
@enduml

Workflow

Step 0: Initialize Chatfield

Test: python -c "import pypdf; import pdf2image; import markitdown; import chatfield".

Install via pip if needed; exceptions:

• markitdown → pip install "markitdown[pdf]"
• chatfield → pip install ./scripts/chatfield-1.0.0a2-py3-none-any.whl (relative to this .md)

Step 1: Form Extraction

Extract PDF form using extracting-form-fields sub-agent:

Task(
    subagent_type="general-purpose",
    description="Extract PDF form fields",
    prompt=f"Extract form field data from PDF: {pdf_path}\n\nUse the extracting-form-fields skill."
)

Task reports: "fillable" or "non-fillable" (needed for Step 5)

Creates (for input.pdf):

• input.chatfield/input.form.md - PDF as Markdown
• input.chatfield/input.form.json - Field definitions
• input.chatfield/interview.py - Template Form Data Model

Step 2: Build Form Data Model

1. Read entirely: ./references/Data-Model-API.md - Learn Chatfield API
2. Read entirely: ./references/Converting-PDF-To-Chatfield.md - PDF→Chatfield Form Data Model guidance
3. Edit <basename>.chatfield/interview.py - Define Form Data Model

Result: The Form Data Model, a faithful representation of PDF form using Chatfield API.

Step 3: Translation

Determine if translation is needed. Translation is needed either:

• Explicit: User states "I need to fill this Spanish form but I only speak English"
• Implicit: User request is in language X, but PDF is in language Y

Example: "Help me complete form.es.pdf" (English request, Spanish form)

State to the user whether you will translate. Either:

• Claude: This form uses
• or Claude: This form uses so I will set up translation to

To apply translation, see: ./references/Translating.md

Translation creates interview_<lang>.py and re-defines the Form Data Model from interview.py to the new interview_<lang>.py instead. Henceforth, use the translated file as the Form Data Model.

Step 4: Run Interview Loop via CLI

CRITICAL: See ./references/CLI-Interview-Loop.md for complete MANDATORY execution rules.

Step 5: Populate PDF

Parse --inspect output and populate the PDF.

If Fillable:

See: ./references/Populating-Fillable.md

If Non-fillable:

See: ./references/Populating-Nonfillable.md

Result: <basename>.done.pdf