Ektron CMS400.NET User Manual

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Working with HTML Forms NOTE This section explains how to create/edit HTML forms using eWebEdit400. If your editor is eWebEditPro+XML, see ”Working with HTML Forms” on page 156. 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 • 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. Toolbar buttons for working with forms are circled. Ektron CMS400.NET User Manual, Version 7.5 574
Working with HTML Forms This chapter explains how to perform all form actions through the following topics. • ”Overview of Form Processing” on page 576 • ”The Structure of Form Data” on page 576 • ”Creating a New Form” on page 576 • ”Creating a Form’s Content” on page 585 • ”Form Validation” on page 590 • ”Form Fields” on page 590 • ”Implementing a Form on a Web Page” on page 615 • ”Assigning a Task to a Form” on page 615 • ”Viewing Form Reports” on page 618 • ”Viewing Form Information” on page 618 • ”Editing a Form” on page 618 • ”Deleting a Form” on page 618 • ”View Form Toolbar” on page 618 • ”Creating Polls and Surveys” on page 618 Ektron CMS400.NET User Manual, Version 7.5 575
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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
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Option Description Compare visual a
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View Description Published Displays
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• A Web page Viewing and Restorin
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Viewing and Restoring Previous Cont
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With XSLT Without XSLT Viewing and
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The Workarea search has two tabs: T
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Search Screen Option Documents •
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• proximity of search term to beg
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NOTE • a range of created or modi
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The Noise File Specifying Match Cri
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Content ID Additional Search Criter
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Result Display Options View option
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Column Header Description Searching
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Library Folder Library Folder The l
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Library Folder 4. The sub-folders a
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3. The screen displays the followin
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The fields are described below. Lib
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Field Description NOTE Displaying S
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• ”Copying Files to the Library
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Viewing Files Field Description Lib
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Editing a File Overwriting Files NO
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Library Link Searching Library Fold
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Adding a Library File to Content NO
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Images Adding Hyperlinks Viewing Hy
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Quicklinks and Forms Library Folder
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Library Folder 6. Click the Update
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Working with HTML Forms This chapte
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Creating a New Form NOTE NOTE Worki
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Working with HTML Forms •Display
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Working with HTML Forms To modify a
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Chart Types Chart Type Description
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Working with HTML Forms Note that s
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Inserting Form Fields Working with
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Working with HTML Forms After you c
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TIP! Form Fields Working with HTML
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Field Description Default value Ins
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Fields on the Plain Text Field Dial
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NOTE Working with HTML Forms Your W
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Fields on the Password Dialog Field
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Fields on the Textarea Dialog Field
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Inserting a Choices Field Working w
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Field Description Descriptive Name
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Inserting a Select List Field Worki
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Field Description Working with HTML
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Working with HTML Forms 1. Place a
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Assigning a Task to a Form Note Wor
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Working with HTML Forms email Autom
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• a checkbox that lets you delete
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List of Submitted Values • a chec
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• - description of the form •
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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
Page 545 and 546: Testing a Hyperlink Using Hyperlink
Page 547 and 548: Editing a Hyperlink Removing a Hype
Page 549 and 550: Inserting email Links You can easil
Page 551 and 552: Working with HTML Viewing and Editi
Page 553 and 554: Working with Tables Creating a Tabl
Page 555 and 556: 3. Click the mouse. At this point,
Page 557 and 558: Modifying Table Properties Working
Page 559 and 560: Accessibility Lets you assign acces
Page 561 and 562: Working with Tables Alternatively,
Page 563 and 564: NOTE Working with Tables To set the
Page 565 and 566: Specifying Table Width or Height by
Page 567 and 568: Alignment Example center Working wi
Page 569 and 570: 3. Select Set Table Properties. 4.
Page 571 and 572: Then, click the top left choice (ci
Page 573 and 574: Setting Table Borders Border type U
Page 575 and 576: 1. Click the question mark in the t
Page 577 and 578: NOTE Working with Tables 5. Use the
Page 579 and 580: Modifying a Single Cell Modifying S
Page 581 and 582: Deleting a Cell Working with Table
Page 583 and 584: 5. A color selection box appears. 6
Page 585 and 586: Spanning More than One Row or Colum
Page 587 and 588: Splitting a Cell To set cell alignm
Page 589 and 590: Word Wrap Working with Table Cells
Page 591 and 592: Assigning Cell Padding and Spacing
Page 593 and 594: Accessibility Dialog 4. Click Set T
Page 595: Working with Table Cells 1. Select
Page 599 and 600: NOTE NOTE NOTE Working with HTML Fo
Page 601 and 602: Composing the Postback Message Work
Page 603 and 604: Working with HTML Forms To modify a
Page 605 and 606: Working with HTML Forms 3. Choose w
Page 607 and 608: Chart Type Description Sample Combi
Page 609 and 610: The Form Toolbar Options Adding a F
Page 611 and 612: Button or Tab Description Working w
Page 613 and 614: Inserting a Checkbox Field Fields o
Page 615 and 616: 3. Click the Text field button ( ).
Page 617 and 618: Fields on the Text Field Dialog - V
Page 619 and 620: Option Characteristics of Valid Res
Page 621 and 622: Option Characteristics of Valid Res
Page 623 and 624: NOTE - maximum length (usually for
Page 625 and 626: Working with HTML Forms 7. Click Ma
Page 627 and 628: Inserting a Choices Field Working w
Page 629 and 630: Field Description Working with HTML
Page 631 and 632: Field Description Inserting a Calen
Page 633 and 634: Field Description Fields on the Cal
Page 635 and 636: Toolbar Button Working with HTML Fo
Page 637 and 638: Implementing a Form on a Web Page A
Page 639 and 640: 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
Page 645 and 646: 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
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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
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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
Page 729 and 730:
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
Page 741 and 742:
Introduction to Tables Sometimes, t
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Deleting a Table When creating a ta
Page 745 and 746:
Table Dialog Boxes and Menus This s
Page 747 and 748:
The Table Properties Dialog Box Tab
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The Cell Properties Dialog Box Tabl
Page 751 and 752:
Table Dialog Boxes and Menus All it
Page 753 and 754:
Manipulating Your Table’s Format
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NOTE Manipulating Your Table’s Fo
Page 757 and 758:
Specifying Table Width by Pixels Ma
Page 759 and 760:
the Width field. Specifying Horizon
Page 761 and 762:
Specifying a Table’s Background C
Page 763 and 764:
Specifying a Background Image for a
Page 765 and 766:
Page 767 and 768:
Page 769 and 770:
Inserting a Cell Working with Table
Page 771 and 772:
Before After Setting a Cell’s Bor
Page 773 and 774:
Working with Table Cells 2. Click T
Page 775 and 776:
Working with Table Cells • If the
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Spanning More than One Row or Colum
Page 779 and 780:
Setting Vertical Alignment Working
Page 781 and 782:
Splitting a Cell 6. Click your choi
Page 783 and 784:
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
Page 801 and 802:
Using the Wiki Button Using Ektron
Page 803 and 804:
Using Ektron CMS400.NET’s Wiki Fe
Page 805 and 806:
Using Ektron CMS400.NET’s Wiki Fe
Page 807 and 808:
Using eWebEditPro+XML without a Mou
Page 809 and 810:
Section 508 Tables Section 508 Comp
Page 811 and 812:
NOTE 3. Click the Tables button ( )
Page 813 and 814:
Section 508 Compliance After you co
Page 815 and 816:
Field Description Section 508 Compl
Page 817 and 818:
WARNING! Inserting Comments within
Page 819 and 820:
Inserting Comments within Content 1
Page 821 and 822:
Letter Border Color D Pending Delet
Page 823 and 824:
Appendix A: Content Statuses Button
Page 825 and 826:
Submitted Content Appendix A: Conte
Page 827 and 828:
Button Name Description The table b
Page 829 and 830:
Index Note: All eWebEdit400 entries
Page 831 and 832:
document, document management featu
Page 833 and 834:
emoving 773 testing 771 to a bookma
Page 835 and 836:
searchable properties creating 79 e
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