Adding a New Smart Form

When adding a new Smart Form, you have two options. The following sections explain both.

Adding a Smart Form Using the Data Designer (recommended)

Adding a Smart Form Using External XML Files (for example, XSLTs, schemas, etc.)

Note: To create a new Smart Form by copying and editing an existing one, see Creating Smart Forms Based on Existing Configurations.

Learn About Adding a Smart Form Using the Data Designer

Adding a Smart Form Using the Data Designer

To add a Smart Form using the WYSIWYG Data Designer, follow these steps.

1. From the Ektron CMS400.NETWorkarea, choose Settings > Configuration > Smart Form Configurations.

2. Click Add Smart Form ().

3. The Add Smart Form screen is displayed.

4. Enter a Title for the Smart Form.

5. Click Save ().

6. The Smart Form Data Designer screen appears.

Note: If your computer runs Windows and your server’s web.config file is set to use eWebEditPro+XML, Ektron CMS400.NET checks to see if eWebEditPro+XML is installed on your computer. If it is not, you are prompted to install it.

7. If eWebEditPro+XML is being installed, you may get the following error dialog.

To learn about why the dialog is appearing and help decide whether to click Yes or No, click the link More information about Local Machine Lockdown. A Windows Help topic appears and explains your options.

8. Design your Smart Form configuration in the Data Designer.

See Using eWebEdit400to Create Smart Forms  for information about creating XSLTs using the Data Designer.

9. Click Update ().

You are ready to assign the Smart Form to a folder or content item. See Assigning Smart Forms to a Folder for more information.

Learn About Adding a Smart Form Using External XML Files

Adding a Smart Form Using External XML Files

Warning! Release 7.5.2 and up of Ektron CMS400.NET supports two editors: eWebEditPro+XML and eWebEdit400. If you want users to insert Smart Form information using eWebEdit400, you cannot create or edit Smart Forms using external files. However, you can access eWebEdit400's source view, paste the external file's XML, then return to design view.

To add a Smart Form using eWebEditPro+XMLand external XML files, follow these steps.

1. In the Workarea, go to Settings > Configuration > Smart Form Configuration.

2. Click Add Smart Form ().

3. The Add Smart Form screen is displayed.

4. Enter a Title for the Smart Form.

5. Click Save ().

6. The Smart Form Data Designer screen is displayed.

7. Click Back arrow () to exit.

8. The View Smart Form screen for the new Smart Form is displayed.

9. Click Edit ().

10. The Edit Smart Form screen is displayed.

11. Enter the necessary information using the following table as a reference.

Smart Form Fields

Section	Field	Description
Generic Information	Title	Name given to Smart Form.
	ID (display only)	ID number assigned when configuration is created.
	Description	Detailed description given to configuration by its creator or last editor.
Editor Information	Edit XSLT	XSLT applied to content while being edited.
	Save XSLT	XSLT used to transform the XML when saved to the database.
	Advanced Configuration	XML file that contains display information, schema validation, and other advanced XML data.
Validation Information	XML Schema	The .xsd file used to validate the XML content
	Target Namespace	The default namespace used for outgoing XML
Display Information	XSLT1	XSLT 1 applied to XML data when viewed on a device
	XSLT2	XSLT 2 applied to XML data when viewed on a device
	XSLT3	XSLT 3 applied to XML data when viewed on a device
	XSLT Packaged	XSLT package applied to XML data when viewed on a device

Note: When a Smart Form is created using the Data Designer, a default XSLT is created based on the configuration. To learn about modifying the packaged XSLT, see Editing a Smart Form’s XSLT.

12. Specify the default display XSLT for the configuration by clicking the corresponding radio button.

13. Click Save ().

Learn About XML File Verification

XML File Verification

A verification button () appears to the right of some fields on the Add Smart Form screen. After you identify an XSLT or schema, you can click this button to verify that the file

exists in the location specified

contains well-formed XML

Note: The XML Verification feature does not validate the contents of the XML file.

The following table explains possible results when clicking the verification button.

Display	Result	Description
	Verified	File passes all verification parameters
	Not Verified	The file either: Does not exist in the specified location Does not contain well-formed XML Review current settings. Ensure the file is in the proper location, and that it contains well-formed XML