Editing a Form
After you create a form, it can easily be edited if information needs to be changed. You can update the following information by following the procedure below.
the form fields
post back message
metadata
schedule
comments
Web Alerts
However to edit a form’s Title, Description, form data, or task values, use the Edit Properties screen.
To edit a form, follow these steps.
1. Access the View Form screen for the form you want to edit, as described in Viewing and Editing a Form’s Properties.
2. Click Edit (
).
3. The Edit Form screen is displayed. The screen is the same as the Add New Form screen. For documentation of individual fields, see Creating a New Form.
4. Make the necessary changes to the form.
5. Click Save (
).
Editing a Form's Content
You can edit the content associated with the form by a variety of methods, including:
Accessing the content by the floating toolbar on the Web page
Editing the content by the View Form screen
Accessing the content by the View Form content properties screen
This section explains how to edit a form’s content from the View Form screen. To edit a form’s content, follow these steps.
1. Access the View Form screen for the content, as described in Viewing Form Information.
2. Click Edit Content ().
3. The Edit Content screen appears.
4. Make the necessary changes to the form’s content.
5. If you want to edit any field’s properties, place the cursor in the field, right click the mouse, and choose Field Properties.
6. If needed, click the Postback Message, Metadata, Schedule, Comment or Web Alerts tab to edit that information.
7. Click a workflow button (Submit for Publication or Publish).
Editing a Form’s Properties
See Viewing and Editing a Form’s Properties
Mailto or Database Form
The Forms feature lets you create a mailto or a database form to use on your Web site. When creating or editing a form, you must specify the type of form you are creating. The options are:
Send it via email
Store it in a database
Send it via email and store in a database
See Viewing and Editing a Form’s Properties for information about toggling this option on and off.
Advantages of a Mailto Form
By creating a mailto form, any email generation is done on the server-side, not on the client. This means that site visitors can submit email whether or not the client has email software.
Storing Form Data in a Database
By storing form data in the Ektron CMS400.NET database, you can keep information submitted by site visitors and view reports on that information. You can also export the form data to a spreadsheet.
