Ektron CMS400.NET User Manual

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Working with HTML Forms IMPORTANT! This section describes creating forms with eWebEditPro+XML. If you are using the eWebEdit400 editor, see ”Working with HTML Forms” on page 574. Ektron CMS400.NET provides powerful online form capabilities, allowing you to create an online dialog with visitors. Now anyone in your organization – not just a developer or Webmaster– can create and deploy Web forms to capture visitor information. Support marketing strategies by getting feedback on their needs. Follow up on their interest in your products and services. Register people for events. Form capabilities include • Creating a form and its postback message • Creating polls and surveys for a Web site • Adding validation criteria to form fields • Automatically assigning tasks for follow-up activities to form submissions • Reporting on form information • Exporting results to Microsoft Excel A sample form appears below. Ektron CMS400.NET User Manual, Version 7.5 156
Working with HTML Forms This chapter explains how to perform all form actions through the following topics. • ”Overview of Form Processing” on page 158 • ”The Structure of Form Data” on page 158 • ”Creating a New Form” on page 159 • ”Creating a Form’s Content” on page 166 • ”Form Validation” on page 172 • ”Form Fields” on page 173 • ”Implementing a Form on a Web Page” on page 194 • ”Assigning a Task to a Form” on page 195 • ”Viewing Form Reports” on page 197 • ”Exporting a Form’s Raw Data” on page 203 Ektron CMS400.NET User Manual, Version 7.5 157
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Ektron CMS400.NET User Manual Versi
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EKTRON, INC. SOFTWARE LICENSE AGREE
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What’s New in the 7.5 Release Wha
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What’s New in the 7.5 Release •
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Securing Ektron CMS400.NET Security
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ServerControlWS.asmx password to Bu
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Table of Contents What’s New in t
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The View Content Difference Screen
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Blog Properties ...................
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Deleting a Table ..................
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Using Bookmarks....................
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Introduction to Ektron CMS400.NET W
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Introduction to Ektron CMS400.NET Y
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Introduction to Ektron CMS400.NET B
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Types of Content Introduction to Ek
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Editing Content Finding Content The
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Logging In and Out Prerequisites Lo
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Site Preview Button Appearance Togg
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The Workarea and Smart Desktop Acce
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The Workarea and Smart Desktop CMS4
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NOTE The Workarea and Smart Desktop
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From the Smart Desktop, you can als
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The Workarea and Smart Desktop 2. W
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Sending Instant Email The Workarea
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Modifying Instant eMail The Workare
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Working with Folders and Content In
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Each folder lists the following inf
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Menu Option Lets you create or uplo
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Menu option Lets you For more infor
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Dropdown Menu Options Viewing a Fol
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Force Check In Only appears if user
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Viewing Content 5. Continue reading
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Button or Tab Properties tab NOTE A
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Button or Tab View (language) Add -
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Viewing Content Once the content ar
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Adding HTML Content 2. Click View >
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Button Name Description Publish Pub
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NOTE NOTE Editing HTML Content If y
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5. The editor opens with the conten
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Deleting Content NOTE NOTE Deleting
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4. The following message appears. 5
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Button Name Description Workarea To
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Button Name Description Publish Sav
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Scheduling Content to Begin and End
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NOTE Scheduling Content to Begin an
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NOTE Scheduling Content to Begin an
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Option Can site visitors view conte
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Adding a Content Summary Adding a C
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Adding a Content Summary 6. Enter s
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Adding or Editing Metadata Adding o
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NOTE Adding or Editing Metadata The
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4. Edit the metadata. Note that Add
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Adding or Editing Metadata If the r
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Entering Title and Keywords NOTE Se
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Approving/Declining Content Approvi
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Approve/Decline One Content Item Ap
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Approving/Declining Content 4. To c
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First Approver Approving/Declining
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Approving/Declining Content EditorI
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Approving/Declining Content Ektron
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Tab Shows this content IMPORTANT! E
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• highlighting in yellow added co
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Toolbar Each area is explained belo
Page 127 and 128: Option Description Compare visual a
Page 129 and 130: View Description Published Displays
Page 131 and 132: • A Web page Viewing and Restorin
Page 133 and 134: Viewing and Restoring Previous Cont
Page 135 and 136: With XSLT Without XSLT Viewing and
Page 137 and 138: The Workarea search has two tabs: T
Page 139 and 140: Search Screen Option Documents •
Page 141 and 142: • proximity of search term to beg
Page 143 and 144: NOTE • a range of created or modi
Page 145 and 146: The Noise File Specifying Match Cri
Page 147 and 148: Content ID Additional Search Criter
Page 149 and 150: Result Display Options View option
Page 151 and 152: Column Header Description Searching
Page 153 and 154: Library Folder Library Folder The l
Page 155 and 156: Library Folder 4. The sub-folders a
Page 157 and 158: 3. The screen displays the followin
Page 159 and 160: The fields are described below. Lib
Page 161 and 162: Field Description NOTE Displaying S
Page 163 and 164: • ”Copying Files to the Library
Page 165 and 166: Viewing Files Field Description Lib
Page 167 and 168: Editing a File Overwriting Files NO
Page 169 and 170: Library Link Searching Library Fold
Page 171 and 172: Adding a Library File to Content NO
Page 173 and 174: Images Adding Hyperlinks Viewing Hy
Page 175 and 176: Quicklinks and Forms Library Folder
Page 177: Library Folder 6. Click the Update
Page 181 and 182: Creating a New Form NOTE NOTE Worki
Page 183 and 184: Working with HTML Forms •Display
Page 185 and 186: Working with HTML Forms To modify a
Page 187 and 188: Chart Types Chart Type Description
Page 189 and 190: Working with HTML Forms Note that s
Page 191 and 192: Inserting Form Fields Working with
Page 193 and 194: Working with HTML Forms After you c
Page 195 and 196: TIP! Form Fields Working with HTML
Page 197 and 198: Field Description Default value Ins
Page 199 and 200: Fields on the Plain Text Field Dial
Page 201 and 202: NOTE Working with HTML Forms Your W
Page 203 and 204: Fields on the Password Dialog Field
Page 205 and 206: Fields on the Textarea Dialog Field
Page 207 and 208: Inserting a Choices Field Working w
Page 209 and 210: Field Description Descriptive Name
Page 211 and 212: Inserting a Select List Field Worki
Page 213 and 214: Field Description Working with HTML
Page 215 and 216: Working with HTML Forms 1. Place a
Page 217 and 218: Assigning a Task to a Form Note Wor
Page 219 and 220: Working with HTML Forms email Autom
Page 221 and 222: • a checkbox that lets you delete
Page 223 and 224: List of Submitted Values • a chec
Page 225 and 226: • - description of the form •
Page 227 and 228: Field Description Working with HTML
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Field Description Send data in XML
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Working with HTML Forms 2. Go to th
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Editing a Form’s Content Working
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Button or Tab Working with HTML For
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Working With Polls • ”Viewing a
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NOTE NOTE Working with HTML Forms T
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Working with HTML Forms 10. Once pu
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Working with HTML Forms •Title -
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Supported Types of Assets EXCEPTION
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Installing FireFox Plug In Using th
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Using the Document Management Syste
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NOTE Using the Document Management
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Drag and drop into CMS400.NET, from
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NOTE 5. The following screen appear
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NOTE You can only import files from
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NOTE 10. The following screen appea
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WARNING! Using the Document Managem
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Saving an Office Document Using the
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Menu option Edit Overwrite a manage
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Deleting a Managed File NOTES Using
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See Also: Approving Assets • ”A
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Working with Calendars Working with
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Understanding Calendars Working wit
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NOTE 2. Click the Calendars folder.
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Field Description Working with Cale
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Field Description Viewing a Calenda
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Working with Calendars From the Vie
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Adding a Calendar Event NOTE NOTE N
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Field Description Event Title Enter
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Field Description Event Type 6. Cli
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4. Finish your edits. For documenta
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3. Click the View Events ( ) button
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Editing Recurring Events Working wi
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Deleting a Single Recurring Event W
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• ”Viewing a Task’s History
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IMPORTANT! Managing Tasks The Add b
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Field Description Managing Tasks St
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You should only select a content fo
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NOTE From this screen you can perfo
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4. The Edit Task Type screen appear
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Creating a Task from the Web Site I
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Task View Options Managing Tasks 1.
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Managing Tasks Folder Displays thes
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emailing Tasks Editing a Task Colum
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NOTE Managing Tasks Several comment
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Deleting a Task Managing Tasks 3. T
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Task Module Toolbar Managing Tasks
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Blogs Ektron CMS400.NET User Manual
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Element Description Blog Workflow T
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Field Description 4. The Add a Blog
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Property or Setting Available When
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Field Description Metadata Blogs Ta
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NOTE NOTE Editing Blog Subjects NOT
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NOTE NOTE 5. Click Remove Last Subj
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NOTE The Blog Roll • Review text
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Field Description Relationship Ente
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NOTE 3. Click the Edit Properties b
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NOTE To remove any blog roll link o
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Function Permissions that affect th
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NOTE Searching Blogs The following
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Unsubscribe to a Blog Blogs A messa
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Blog Posts Blogs 4. Select the Noti
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Item Description Title The headline
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See Also: ”Blog Posts” on page
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Blogs 3. If the user creating the p
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Deleting a Blog Post NOTE NOTE Blog
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Field Description Moderate Comments
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The Comment Form NOTE See ”Contro
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NOTE Adding a Comment NOTE This lea
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Deleting a Comment Approving a Comm
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Step Windows Live Writer Setup Scre
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Step Windows Live Writer Setup Scre
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Personalizing a Web Page IMPORTANT!
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Personalizing a Web Page Personaliz
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Editing Sequence Personalizing a We
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Editing Content Personalizing a Web
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NOTE Adding Content Personalizing a
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Deleting Content Minimizing a Conte
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The Page Catalog Personalizing a We
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My Workspace My Workspace A communi
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Documents • Message Board - see
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2. Click the Manage Folder Button (
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Deleting a Folder in My Workspace >
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Creating HTML Content in My Workspa
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My Workspace Moving and Copying Con
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My Workspace 8. A dialog box appear
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. My Workspace In the Workarea, Mes
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From the Inbox, you can: • view a
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4. Click the Reply button ( ). 5. T
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Message Board My Workspace The Mess
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My Workspace • Avatar - an image
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Managing Existing Colleagues To man
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My Workspace To invite a non-site u
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Performing a Basic User Search My W
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My Workspace filter. In the tags fi
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My Workspace 1. Search for a user a
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My Workspace 2. Place a check mark
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My Workspace • view community gro
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My Workspace 3. Click the Accept Co
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Photos My Workspace 5. Click OK to
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My Workspace 2. Click the folder’
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3. Click the Add Image button ( ).
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4. Click the Share Folder button (
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NOTE Finding Collections Working wi
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NOTE NOTE Column Title Description
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Working with Collections The screen
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Note Adding a Collection NOTE •
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NOTE Working with Collections the c
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NOTE Working with Collections • c
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NOTE 9. Create the content. Working
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Reordering Collections List Working
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• a foreign edition of an existin
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Display additional content informat
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NOTE Working with Menus For more in
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Managing Menus • the Workarea, by
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Working with Menus 6. Using the fol
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Field Description Working with Menu
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Adding a Menu via the Menus Module
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NOTE Working with Menus 3. In the V
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NOTE WARNING! Working with Menus 1.
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NOTE Working with Menus 1. Follow t
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Assign this type of content to the
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NOTE 5. Click Edit from the popup m
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• navigation link on a Web page S
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Viewing a Menu Working with Menus 1
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2. The Menus Report screen displays
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Deleting a Menu Working with Menus
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NOTE Working with Menus When moving
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These capabilities are described in
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Ektron CMS400.NET System Management
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Field Description Updating Your Use
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Field Description Updating Your Use
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Online Help Accessing Online Help O
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NOTE 1. Access the Workarea. 2. Fro
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NOTE eWebEditPro+XML Toolbar Introd
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Using eWebEdit400 Introduction to e
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Button Equivalent Keystroke Select
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Button Equivalent Keystroke Italic
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Button Equivalent Keystroke Insert
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Copying from Other Applications You
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Finding Text Finding and Replacing
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Considering the Case of a Search Te
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Checking Spelling NOTE The Spelling
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Checking Spelling • If you want t
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Working with Images 4. From the fol
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• border width • border color
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Field Description Working with Imag
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Setting a Border regular size enlar
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To align Click this Alignment optio
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Using Bookmarks Creating a Bookmark
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Using Bookmarks If you leave the Ta
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Using Hyperlinks NOTE Use hyperlink
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Testing a Hyperlink Using Hyperlink
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Editing a Hyperlink Removing a Hype
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Inserting email Links You can easil
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Working with HTML Viewing and Editi
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Working with Tables Creating a Tabl
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3. Click the mouse. At this point,
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Modifying Table Properties Working
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Accessibility Lets you assign acces
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Working with Tables Alternatively,
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NOTE Working with Tables To set the
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Specifying Table Width or Height by
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Alignment Example center Working wi
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3. Select Set Table Properties. 4.
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Then, click the top left choice (ci
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Setting Table Borders Border type U
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1. Click the question mark in the t
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NOTE Working with Tables 5. Use the
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Modifying a Single Cell Modifying S
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Deleting a Cell Working with Table
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5. A color selection box appears. 6
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Spanning More than One Row or Colum
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Splitting a Cell To set cell alignm
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Word Wrap Working with Table Cells
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Assigning Cell Padding and Spacing
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Accessibility Dialog 4. Click Set T
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Working with Table Cells 1. Select
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Working with HTML Forms This chapte
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NOTE NOTE NOTE Working with HTML Fo
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Composing the Postback Message Work
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Working with HTML Forms To modify a
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Working with HTML Forms 3. Choose w
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Chart Type Description Sample Combi
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The Form Toolbar Options Adding a F
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Button or Tab Description Working w
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Inserting a Checkbox Field Fields o
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3. Click the Text field button ( ).
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Fields on the Text Field Dialog - V
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Option Characteristics of Valid Res
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Option Characteristics of Valid Res
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NOTE - maximum length (usually for
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Working with HTML Forms 7. Click Ma
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Inserting a Choices Field Working w
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Field Description Working with HTML
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Field Description Inserting a Calen
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Field Description Fields on the Cal
Page 635 and 636:
Toolbar Button Working with HTML Fo
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Implementing a Form on a Web Page A
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Task Information Working with HTML
Page 641 and 642:
NOTE Working With Polls Working wit
Page 643 and 644:
NOTE NOTE Working with HTML Forms
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Working with HTML Forms 10. Once pu
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Working with HTML Forms 5. Choose B
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Using eWebEditPro+XML Introduction
Page 651 and 652:
Creating a Sample Web Page To creat
Page 653 and 654:
Changing the Size of Text Creating
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Toolbar Buttons • To select a sin
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Button Equivalent Keystroke Copy Pa
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Button Equivalent Keystroke Data De
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Button Equivalent Keystroke Backgro
Page 663 and 664:
Button Function Below Text Text Dir
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Miscellaneous Toolbar Button Equiva
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Customizing Your Toolbar The eWebEd
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Removing or Adding Menu Items NOTE
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Using the Customize Toolbar Dialog
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2. Right click the mouse. 3. A drop
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Changing the Menu’s Orientation T
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The Context Sensitive Menu Menu Opt
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Using eWebEditPro+XML’s Advanced
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Finding and Replacing Text NOTE Fin
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To search from the cursor location
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Checking Spelling The eWebEditPro+X
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The Spelling Dialog Box The Spellin
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Checking Spelling Specifically, you
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Editing in Microsoft Word 8. When d
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Inserting Images To insert a pictur
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Inserting Images You can also acces
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Inserting Images Pictures that you
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NOTE Inserting Images 3. Click in t
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You can also use the Picture Proper
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Aligning the Picture dialog box. He
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To align Click this in the Alignmen
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Inserting Images For information ab
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Editing Images NOTE Using WebImageF
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Saving the Image Editing Images Onc
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Toolbar Button View Menu Options To
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Annotation Menu Options Toolbar But
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Choose Color Standard Toolbar Butto
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Color Depth Standard Toolbar Button
Page 721 and 722:
Copy Standard Toolbar Button Descri
Page 723 and 724:
Dialog Box Exit Standard Toolbar Bu
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Horizontal Flip Standard Toolbar Bu
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Open Standard Toolbar Button Descri
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Dialog Box Paste as New Image Stand
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Rectangle Standard Toolbar Button D
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Rotate Standard Toolbar Button Desc
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Dialog Box Select Standard Toolbar
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Editing Images The following table
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Undo Standard Toolbar Button Descri
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Introduction to Tables Sometimes, t
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Deleting a Table When creating a ta
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Table Dialog Boxes and Menus This s
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The Table Properties Dialog Box Tab
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The Cell Properties Dialog Box Tabl
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Table Dialog Boxes and Menus All it
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Manipulating Your Table’s Format
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NOTE Manipulating Your Table’s Fo
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Specifying Table Width by Pixels Ma
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the Width field. Specifying Horizon
Page 761 and 762:
Specifying a Table’s Background C
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Specifying a Background Image for a
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Inserting a Cell Working with Table
Page 771 and 772:
Before After Setting a Cell’s Bor
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Working with Table Cells 2. Click T
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Working with Table Cells • If the
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Spanning More than One Row or Colum
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Setting Vertical Alignment Working
Page 781 and 782:
Splitting a Cell 6. Click your choi
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Word Wrap 2. Click the Insert Table
Page 785 and 786:
Assigning Cell Spacing Working with
Page 787 and 788:
1. Select the bookmark text or imag
Page 789 and 790:
Changing the Destination Window Usi
Page 791 and 792:
Using a Quicklink Using Hyperlinks
Page 793 and 794:
Testing a Hyperlink Using Hyperlink
Page 795 and 796:
Removing a Hyperlink Using Hyperlin
Page 797 and 798:
Working with HTML 2. The HTML code
Page 799 and 800:
Inserting Content from MS Office Wo
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Using the Wiki Button Using Ektron
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Using Ektron CMS400.NET’s Wiki Fe
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Using Ektron CMS400.NET’s Wiki Fe
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Using eWebEditPro+XML without a Mou
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Section 508 Tables Section 508 Comp
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NOTE 3. Click the Tables button ( )
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Section 508 Compliance After you co
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Field Description Section 508 Compl
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WARNING! Inserting Comments within
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Inserting Comments within Content 1
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Letter Border Color D Pending Delet
Page 823 and 824:
Appendix A: Content Statuses Button
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Submitted Content Appendix A: Conte
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Button Name Description The table b
Page 829 and 830:
Index Note: All eWebEdit400 entries
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document, document management featu
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emoving 773 testing 771 to a bookma
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searchable properties creating 79 e
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