Ektron CMS400.NET User Manual

Assigning a Task to a Form
Note
Working with HTML Forms
Next, open your Web Site, navigate to the host page, and click the
hyperlink to access the form. Now, you can test the form and make
sure it works as you expected. If needed, you can return to edit
mode, change the form, and test it again until you are happy with it.
While tasks typically help Ektron CMS400.NET users track content
activities, you can also assign a task to users or user groups
whenever a form is submitted.
For example, your Web site offers a free product demonstration to
anyone who completes a form. Whenever a site visitor submits the
form, a task is assigned to your sales department’s administrative
assistant. He uses the information on the form to schedule a
demonstration. The sales manager can review the task history to
audit sales leads and ensure demonstration requests are being
handled in a timely manner.
To set up a task that it is assigned to users or groups whenever a
site visitor completes the form, follow these steps.
You should be familiar with tasks before beginning this procedure. See Also:
”Managing Tasks” on page 286
1. If you are creating a new form, assign the task at Step 3 of the
Forms Wizard.
If you are editing a form, assign the task on the form’s Edit
Properties screen.
In both cases, you identify only users and groups to whom the
task will be assigned whenever a site visitor completes the
form. Ektron CMS400.NET assigns the remaining task
information.
2. You complete the form and make it available on your Web site.
3. A visitor to your site fills out and submits the form.
4. A task is created and assigned to users and groups you
identified in Step 1.
5. Any Ektron CMS400.NET user can view all tasks created via
form submission in the Smart Desktop. See illustration below.
See Also: ”Understanding the Smart Desktop” on page 17
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