Ektron CMS400.NET User Manual

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Working with HTML Forms 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 Ektron CMS400.NET users and administrators can also view and update tasks assigned to them via the Task screens on the Smart Desktop. See ”Viewing a Task” on page 300 and ”Viewing a Task’s History” on page 310. Ektron CMS400.NET User Manual, Version 7.5 616
Task Information Working with HTML Forms The task created upon form submission has the following information. Field Value Title Form title, as entered by the author Assigned to As set up by the user who created or edited the form Assigned by User who created or last edited form Priority Normal Task Category Form Submission Task Category Task type Form Submission Task Created by User who created or last edited form State Not started Due date Not specified Start date Not specified Description Data from form “form name” was received on date time. form description Name of every field on the form: value submitted by user into that field email Automatically Generated Upon Form Submission An email is automatically sent to every user named in Step 1 above who has a valid email address in the User Information Screen. The email’s subject line is the form name. The body of the email contains the following information for each field on the form. Ektron CMS400.NET User Manual, Version 7.5 617
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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
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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
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 and 596: Working with Table Cells 1. Select
Page 597 and 598: Working with HTML Forms This chapte
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: Implementing a Form on a Web Page A
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
Page 647 and 648: Working with HTML Forms 5. Choose B
Page 649 and 650: 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
Page 655 and 656: Toolbar Buttons • To select a sin
Page 657 and 658: Button Equivalent Keystroke Copy Pa
Page 659 and 660: Button Equivalent Keystroke Data De
Page 661 and 662: Button Equivalent Keystroke Backgro
Page 663 and 664: Button Function Below Text Text Dir
Page 665 and 666: Miscellaneous Toolbar Button Equiva
Page 667 and 668: Customizing Your Toolbar The eWebEd
Page 669 and 670: Removing or Adding Menu Items NOTE
Page 671 and 672: Using the Customize Toolbar Dialog
Page 673 and 674: 2. Right click the mouse. 3. A drop
Page 675 and 676: Changing the Menu’s Orientation T
Page 677 and 678: The Context Sensitive Menu Menu Opt
Page 679 and 680: Using eWebEditPro+XML’s Advanced
Page 681 and 682: Finding and Replacing Text NOTE Fin
Page 683 and 684: To search from the cursor location
Page 685 and 686: Checking Spelling The eWebEditPro+X
Page 687 and 688: 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
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Copy Standard Toolbar Button Descri
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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
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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
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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
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Splitting a Cell 6. Click your choi
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Word Wrap 2. Click the Insert Table
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Assigning Cell Spacing Working with
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1. Select the bookmark text or imag
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Changing the Destination Window Usi
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Using a Quicklink Using Hyperlinks
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Testing a Hyperlink Using Hyperlink
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Removing a Hyperlink Using Hyperlin
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Working with HTML 2. The HTML code
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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
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Appendix A: Content Statuses Button
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Submitted Content Appendix A: Conte
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Button Name Description The table b
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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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