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Form Master 2008 - Code 5 Systems, LLC

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1. The default maximum size for all content uploaded to a server is set to 4096 KB by ASP NET See Apendix A for instructions on modifying this value File Types Any File Type which the DNN Host has allowed can be uploaded using the File Upload Field If a file type is not listed it will be necessary to contact the DNN Host to add that extension to the allowable extensions for the DNN installation Downloads If emailing is enabled for the form a link to the uploaded file will be in the body of the email also the file will be available for download from the Reports area of the Form Master Edit menu By default Form Master requires that a user be in an Authorized Edit Role in order to download a file from the server but Form Master can be set to allow anonymous file downloads if needed Validation Form Master automatically adds a Regular Expression Validator for the File Upload Field to ensure that the File Type is one of the selected types A Required Field Validator can be added when the end user must supply a file in order to submit the form See also Form Master 2008 Basic Functions 33 Adding FieldsfmSubmit Button Submit Button The Submit Button comes in three types m Standard HTML Button Link Button m Image Button Form Master automatically adds a Link Button to the form if no Submit Button is added by the form designer Form Master supports Multiple Submit Buttons on a single form and each Button can be a differen
2. Form Master offers two Template styles for formatting the email message which was previously covered in the Other Settings topic This section will show how the XSL templates work Customizing the XSL templates will not be shown as this is beyond the scope of this User Guide See also Form Master 2008 Formatting 63 cn On Mens Tokenized Templates Form Master offers two Template styles for formatting the email message which was previously covered in the Other Settings topic This section will show how the Tokenized templates work and how to use them to modify the body of the email sent from Form Master See also Form Master 2008 64 Formatting cu on SENTE Custom Template Custom Template By using Field TOKENS and the Custom Template it is possible to meen customize the email which is sent to the email addresses in the SendTo field of the Settings gt page Email Custom Template Defined Tokens EMAIL Basic Text Box Rich Text Editor FULLNAME i E Source E anlay ta a SUBJECT B Z U de x x i i E S Safe MESSAGE il B 8ea Style Format Normal i Font Size X j A a E Codes stems A User has submitted a question on the Contact Form Please find the Information listed below EMAIL FULLNAME SUBJECT MESSAGE Subject Message Show custom editor options Refr
3. e Validation Summary Cell Alignment Select the Cell Alignment for the Error Messaging See also Form Master 2008 18 Basic Functions Basic Functions Topics in this section Add Content See also Form Master 2008 Basic Functions 19 Common OptionsHomefm Basic Functionsfmm Form Layout Form Layout The Form Master 2008 Form Layout page allows you to add delete and Move fields in a visual desinger The designer includes several options which are described folowing the Screenshots shown below Form Settings Files Messaging Report Exit Label Position Above E Cols 1 v Rows 4 Mi Update The top row of the form layout contain C and the Column number Clicking on for Insert 1 xil example C 1 opens the Column Manager which will allow you to Insert or Delete Columns in the form The first Column of the form layout contains R and the Row Number Clicking on for insert 1 M Example R 1 opens the Row Manager which will allow you to Insert or Delete Rows in the form M Label Posision Specify where the Label for the Field will be shown Options are o Above The text in the DB will be output above the Field in the same Table Cell o Left The text in the Label Field will be output to the Left of the Field in a separate Table Cell Cols The Number of columns in the form table Rows The Number of rows in the form table Update Click the Update link to save changes to t
4. 10 0 no Key Name nvarchar 50 no Name UnMap O Email Email nvarchar 100 no ar ar Subject nvarchar 100 no ao UnMar O subject Message nvarchar 50 yes ap UnMap O Message Commit Operation e Connection String The Connection string to the Data Resource Leave blank to use the Default System Connection String If defining a Connection string it must be set before any Mappings are started since Mappings are based on what Tables exist in the Database e Data Source Table List The List of Tables from the Default DNN or User Specified Database Existing Table Fields The Grid shows the Fields in the Selected Table and allows for Mapping to Form Master Created Fields e Form Field List of Fields Defined in the Form used for Mapping to External Table Fields The Grid Columns Column The name of the Table Column Type The Data Type of the Table Column Length The allowable Length of data for the Column This is useful primarily for Text type data and does not apply to Integer types or Boolean values A discussion of SQL Data Types is beyond the scope of this User Guide Prec amp Scale These are for use with Numeric amp Decimal Data Types Nullable If a column is not Nullable then a Requred Field Validator will need to be included on the Form Form Field Initially empty will show Form Field names as they are mapped to the Table The Process 1 Select the Map Existing Table Radio Button 2 Optionally Specify a Connection String 3 Select
5. ANY MODULE ARR ARR RE M PORT ANT XX EEE IO IR RCI k kk kkk k If you have modified the default Tokenlzed or XSL templates please backup these files prior to installing the module then replace them after installation is complete FO HRK HRK HRK E E AGAR ARK OK E OK AR OK RK KKK k k k k k KK OK 1 Unzip the file FormMaster_DNN4_02 XX XX_UNZIP_ME zip or FormMaster_DNN4_02 XX XX_SRC zip 2 Included in the file is FormMaster_DNN4_02 XX XX_PA zip 3 Login as host 4 Under the host menu select Module Definitions 5 Hover over the Module Definitions Action Menu select Upload New Module 6 Click the Browse button and find FormMaster_DNN4_02 XX XX_PA zip 7 Click Add 8 After the file is done uploading click Upload New File 9 On the results page check that there were no errors installing the module 10 You are done As always it is recomended that you install into a test environment similar to your production environment and of course backup all data and disk files before installing or upgrading any module in test or production DO NOT DELETE ANY PREVIOUS VERSION OF FORM MASTER Data loss will occur if the module is deleted See also Form Master 2008 6 Getting Started Getting Started Topics in this section M EL See also Form Master 2008 Getting Started 7 EE LORS About Form Master Form Master 2008 is a form creation module for the DotNetNuke Content Management System Form Master 2008 allows an aver
6. Encrypt Field Useful for hiding Data on the Web Page such as a List of Email Addresses which are used for the Send To address on a Lead Generation Form e Allow Markup Check to allow markup html tags in field imput Width Specify the Width of the input control in Pixels Example 250 e Controls Align The alignment of the input control in the Table Cell o Not Set o Left o Center o Right e Height Specify the Height of the input control in Pixels Example 150 Hide Label Hides the Label specified in 1 This can be useful when a actual Label Control is used as a heading for a CheckBoxList for example e Exclude Field Exclude the field from being sent in the Email amp Stored in the Database This is useful when the Silent Post Feature is being used and it is not necessary to store or email required Hidden fields used in the Silent Post e Class The CSS class applied to the input control Default is DotNetNuke NormalTextBox This field allows for a second Class name separated by a semi colon which when present is applied to the Table Cell containing the input control Portal css is the best place to define CSS Class Rules See also Form Master 2008 24 Basic Functions Form Master 2008 Basic Functions 25 HomefamBasic Functionsim Adding Fields extbox Textbox The Textbox is the workhorse of most any form and adding a Textbox only takes a few mouse clicks and keystrokes In addition to adding a Textbox this p
7. RadioButton list is the same as for the Textbox When an Initial Value is used the steps are the same as for the Dropdown List This section will show how to require a user to agree to the Terms amp Conditions in order to submit the form using a RadioButton List but the steps would be the same for a Listbox This section will also use a different form See also Form Master 2008 Basic Functions 43 RCE PESTE alidationfm Regular Expression Validato Regular Expression Validator The Regular Expression Validator checks whether the value of an input control matches a pattern defined by a regular expression This type of validation allows you to check for predictable sequences of characters such as those in social security numbers e mail addresses telephone numbers and postal codes The Regular Expression Validator does not require that a field contain a value it only validates if a value is present The use of Regular Expressions it beyond the scope of this User Guide however there are many resources on the Internet to help learn how to create Regular Expressions for use in this Validator Form Master provides 4 built in expressions which are E Mail Address Internet URL U S Phone Number U S SSN U S or Canadian Postal Code See also Form Master 2008 44 Basic Functions RCE LESC CCE COMMENTE EC Compare Validator The Compare Validator is used to compare values in two different fields on the form or com
8. Table Form Master 2008 will continue to store the data in XML Fragments as a backup This gives the user the ability to restore the data to a SQL Table by re mapping the form See also Form Master 2008 50 Data Manager Aaea Meme The Connection String Form Master 2008 allows the user to specify a Connection String to a MS SQL Database external to the Database running the DotNetNuke Application Once a Form is Mapped to a Table the Connection String cannot be changed If the Connection String needs to change for some reason it will be necessary to Re Map the Fields Form Data Table Manager current Mapping Map Existing Table Create Table From Form Create Form From Table Connection String berver myServerAddress Database myDataBase Uid myUsername Pwd myPassword Save Connection String current Mapping Information The Form is not mapped to any table and is using the default XML Data Store See for a good connection string referenct See also Form Master 2008 Data Manager 51 AeA CRETAE Map Existing Table Form Master 2008 can map Form Fields to an Existing SQL Table Form Data Table Manager current Mapping Map Existing Table Create Table From Form Create Form From Table Connection String _ Data Source Table List Contacts v Map Existing Table Existing Table Fields Form Fields Length Prec Sale ile Formed ContactID int 4
9. TextBox can also contain a wildcard of which will match any value Target Fields This works for any type of Source Field Show Target Fields s Select One or More Fields to Show when the Rule is True e Existing Rules The grid shows existing rules for this form The Grid Columns e Source Field The Form Field which Triggers the Rule e Contains Is The Value which the Source Field must Contain or for Checkboxes be Checked to Trigger the Rule e The Grid Columns The list of Fields which will be shown when the Rule Condition is True The Process Select a Source Field from the When Source Field Enter a value which the Source Field must contain to Trigger the Rule For Source Field of type Checkbox the value defaults to Checked Select one or more fields to be the target of the Rule in the Show Target Field s Checkbox List Click the Add Rule button Pen Field Rule In Action Not Triggered Form Master 2008 Advanced Functions 75 Name Region Subject Message Field Rule In Action Triggered Name lt lt Select gt gt x Email Country lt lt Select gt gt C Send Information Country Region Oth er lt lt Select gt gt x Other Region Subject Message C Send Information See also Form Master 2008 76 Advanced Functions NERO MENT User Manager Form Master 200
10. e Adding a Column to the form e Moving Controls between cells See also Form Master 2008 Basic Functions 29 Checkbox List Checkbox List This opening paragraph should describe the feature that you are documenting Explain how it is commonly used and what the benefits are For example The Widget Master email link allows you to easily send information about each widget to various departments within your company Often the feature that you are documenting can be best explained by walking the reader through step by step Use screenshots to illustrate the steps where possible 1 Start the application by 2 On the startup screen click the 3 See also Form Master 2008 30 Basic Functions NE AE Radiobutton List The RadioButton List is used when the number of items in the list is small and the user is allowed to select one item in the list The procedure for adding a RadioButton List is the same as for the Checkbox List The only two differences are 1 There can only be one selected item in the List Items form whereas the Checkbox List can have multiple items selected in the List Items form 2 The Required Field Validator can be used to require that a user make a selection We will add a Required Field Validator to this RadioButton List in the Validation section See also Form Master 2008 Basic Functions 31 Adding Fields Label The Label Control can be used to insert any Html content includin
11. options described below o None No email is sent when the form is submitted o Use Admin Email Email is sent to the Site Administrator when form is submitted o User Defined Email is sent to the email address entered in the To Email textbox Multiple recipients can be entered separtated by a semi colon o Use Form Value Email is sent to the email address in a selected form field This is useful for example A Dropdown List could contain Regions with the value of each region being an email address of the person responsible for covering that region To Email Depending on the value of the Send To Action this can be o A Disabled Textbox o An Enabled Textbox o A Dropdown list of Fields defined on the form Send From Action 5 Use Admin Email x From Email 7 Show CC Me on Form 5 a ad 9 CC Me Email BCC mooo Send From Action This is important when the recipient of the email hits Reply in their Email client There are three options described below o Use Admin Email The email is send from the Site Administrator o User Defined Email is sent from the email address entered in the From Email textbox o Use Form Value Email is sent from the email address in a selected form field From Email Depending on the value of the Send From Action this can be the same as the To Email field in 5 above Show CC Me on Form This will enable disable the checkbox at the bottom of the form so u
12. text with replaceable tokens to insert the form data The files can be found in the Templates folder in the Module root Copying these files to a new folder under the Templates folder allows for creating multiple templates on a Host To Make Templates which are Specific to Individual Portals Create a Folder Under the Templates Fold corresponding the the Portal s Portall D for example Templates 0 Each format is made up of three files with the TXT extension for Plain Text and HTM for Html m HEADER m ITEM m FOOTER o XSL Templates The XSL templates are available for those users familiar with XSL style sheet transformations For version 1 1 this was the default method for formatting the email message The XSL Templates offer the advantage of being able to supply a unique custom template for each instance of Form Master without affecting any other instance A sample data document located as assets xml SampleData xml from the module root can be used to develop the XSL style sheet The Text or Html format default style sheets can be found at assets xslt EmailSend xslt and EmailSendHtml xsit It is recommended that not to overwrite these files but rather upload a custom style sheet using the Upload Custom Email Style Sheet option o Custom Template A Custom Template can be designed using the HTML Editor and the Field Tokens defined when creating the Form This Template type is by Default sent in HTML f
13. 8 can Register a User and add the user to any number of Roles when the Form is Submitted If a user is already logged in the Registration will be ignored but the user will still be added to any Roles which they are not already members of Below is the User Manager page which is used to manage this feature Note User Manager is available for Super Users and users in the Administrators Role only User Manager 7 Register User User Name Field Password Field UserName ii Password wj First Name Field Last Name Field FirstName v LastName v Email Field Email v User Roles C Charter C Maximizers Premier Subscribers o Developers Cl Performers Strivers _ Untouchables e Register User Check to Register the User when the Form is Submitted Fields to be used for the UserName Password First Name Last Name and Email must be defined If user is logged in this setting is ignored User Name Field Field to be used as the User Name when Registering a User Password Field Field to be used as the Password when Registering a User First Name Field Field to be used as the First Name when Registering a User Last Name Field Field to be used as the Last Name when Registering a User Email Field Field to be used as the Email when Registering a User User Roles Select The Roles the User should be Added to when Submitting the Form Note User Must be logged in or being Registered during submissi
14. Form Master 2008 User Manual Created Friday September 04 2009 Codes tems Form Master 2008 Welcome Welcome to the Form Master 2008 User Guide The guide presented here will help you the user get up and running quickly with Form Master 2008 for DotNetNuke Table of Contents 1 MERE Support 2 Installation System Requirements Installing Form Master 2008 3 Getting Started About Form Master Form Submit Workflow Form Elements Menu Items 4 Settings Form Settings Other Settings 5 Basic Functions Form Layout Tab Index Adding Fields Common Options Textbox Checkbox Dropdown List Listbox Checkbox List Radiobutton List Label File Upload Submit Button Hidden Field Field Options Auto Fill Options Textbox Options Field Query Options Send Value By Options Validation Requred Field Validator Regular Expression Validator Compare Validator Checkbox List Validator Validation Summary Localization File Management 6 Data Manager The Connection String Map Existing Table Table From Form Ph J o Welcome 1 Form Master 2008 User Guide Welcome Welcome to the Form Master 2008 online help system Browse through the help pages by clicking on the links above or selecting pages in the table of contents To quickly find specific product information enter search criteria in the search box above and click the search button Ask Someone If BE unable to find what
15. Main Form Table Class This it the class name for the Outer Table shown in the Elements Section above Form Table Width The width of the table which contains all the controls This table is inside the Main Table which contains the Header text in the First Row and the Form Table in the Second Row This value can be a whole number or a percentage e Form Table Height The height of the table which contains all the controls This table is inside the Main Table which contains the Header text in the First Row and the Form Table in the Second Row This value can be a whole number or a percentage Percentage does not work with all browsers e Outer Table Alignment This is the Outer Table which contains the Heading Message in the top row and the Form in the second row Inner Table Alignment This is the Inner Table which directly contains the fields and is contained in the Outer Table e Survey Mode When checked prevents users from submitting the form more than once When using this mode the Redirect after Submit must be set to a value other than None Default un checked e Allow Anonymous uploads When unchecked any File Upload field will be disabled for anonymous users Default un checked Authenticate File Downloads When a file is uploaded a link is created in the email to the downloaded file When this is checked only users with Edit privileges on the module will be allowed to download the file Default is checked e Hide Posted B
16. SSR See also Form Master 2008 74 Advanced Functions Advanced Functions Field Rules Form Master 2008 supports conditional field display rules For example in a Form where we have a DropDown List of Regions populated with US States and Canadian Provinces is a User is not from one of these countries we should provide a option in the DropDown List for Other and a TextBox where the user can fill in a Region Field Rules will allow us to show the Other Region TextBox if the value of the DropDown List is other and hide it when it is not Below is the Field Rules page Form Field Rules When Source Field Contains Is lt lt Select gt gt b Show Target Field s CI Email lame Subject Message Cl Send Info C country tegi t Existing Rules Contains Is ShowFields s Region other OtherRegion ele e When Source Field The Field for which the Value will cause other Fields to be shown or hidden This Dropdown List contains the defined form Fields excluding incompatible types such as Hidden File Upload Button and Label Fields e Contains Is For Checkboxes the default show value is Checked All other field types the show value will be Contains A Partial value will be matched for example o A DropDown List of Regions contains Other Region and a TextBox should be shown when the user selects that value If Other is entered into the Contains TextBox it will match the DropDown value o The Contains
17. Send Value By none O Session url Value Name cookie Silent Post Silent Post amp Session O Silent Post amp Cookie e Send Value By Select how the Value for this field should be handled after the user has submitted the form Choices are explained below None Do not send the value Session Creates a Sesson Variable using the name in the Value Name field This makes the value available by Name to any process in the Website which can assess the Session Object A good example of use is to send the user to another Form Master form where some of the First Form Data is placed in Session and used in the Second Form Url This option will send the value of the field as a Parameter in a Url using the name in the Value Name field when redirect is set in Other One example of use it sending Product ID information to an external Shopping Cart or Payment Processor such as PayPal Cookie Creates a Trasient Cookie using the name in the Value Name field This makes the value available by Name to any process in the Website which can read a Cookie Value Silent Post Creates an HTTP Post as a Background process to the URL specified in MESE iS Silent Post amp Sesson A combination of the two actions adding more flexibility for the post submit process Silent Post amp Cookie A combination of the two actions adding more flexibility for the post submit process e Value Name Assigns a name to the Field Value by which oth
18. a Table to map to in the Data Source Table List dropdown list Note the selected table must have an Auto Increment Identy Column 4 Select a Form Field Radio Button from the Form Fields list 5 Click on the Map link on the Table Column to be mapped to the Form Field If a mistake is made the UnMap link can be used to remove the mapping 6 When all Form Fields have been mapped click the Commit Operation button See also Form Master 2008 52 Data Manager Data Managerfmmlable From Form Table From Form Form Master 2008 can create an External Table from the Fields defined in the Form Form Data Table Manager current Mapping Map Existing Table Create Table From Form Create Form From Table New Table Name MyTable Create Table From Form Email NVarchar M 150 1sM lo M O OO Name NVarchar M 100 8m 0 M O o Subject NVarchar M 50 __ hsm 0 M O Message NText ls sm 0 M o HiddenField NVarchar M so is o M Commit Operation e Connection String The Connection string to the Data Resource Leave blank to use the Default System Connection String If defining a Connection string it must be set before any Mappings are started since Mappings are based on what Tables exist in the Database e New Table Name The name for the new Table which will be created in the Database The Grid Columns e Form Field This will be the name of
19. age user to create a wide variety of input forms comprising all the common Input Controls available for any web page quickly and easily As needs become more complex Form Master 2008 provides the advanced user with the flexibility and tools to include a high degree of functionality in one complete package Listed below are the functional areas which will be discussed in more detail later in this User Guide Form Creation Input Validation Data Storage Email Auto Responder Post Submission Options Data Retrieval User Registration Cor ON NL Nes See also Form Master 2008 8 Getting Started Getting Started Form Submit Workflow Codes ems Form Master 2008 Optional Email Messaging eS ae Silent Post Background Task Se Auto Responder Redirection Options See also Form Master 2008 Getting Started 9 Form Elements Form Master end user interface is made up of several HTML elements which will be referred to in other sections of the User Guide Home Form Master Search The Outer Table Form Form Master Container The Inner Table Field Container Field Label r Input Field 7 s sl Required See also Form Master 2008 10 Getting Started EE MEME Menu Items e Form o Edit Form This is where you will spend the majority of time This section provi
20. ake sure the user enters their email address without typographical errors This example validates a date entry field This example validates the value is Greater than or Equal to 5 and is a whole number See also Form Master 2008 Basic Functions 45 Checkbox List Validator The Checkbox List Validator can be used to make sure that a user checks a certain number of checkboxes For Example we have a list of ten Options and a user must choose three of those Options to continue See the Setup Screen Shot below Validators Validator Details Please Select Three Options See also Form Master 2008 46 Basic Functions RCE L ESRRCRE alidation alidation Summar Validation Summary The Validation Summary allows for locating all the Validation Error Messages in one place on the form or in an Alert Message Box or Both The Validation Summary is useful on Long forms where a Validation Error may have occured on a field at the top of the form which has scrolled out of the user s view Then this happens the user may think that the page is not working properly and leave Validation Summary Options Include e Placement Top Bottom or any row in between e Optional Header Text e Simple List Bullet List or Paragraph style e Message Box Alert e Supress the default Error Message under the Field e Customizable Invalid Field Indicator when Supress Error Message is set e Left Center and Right cell alignment MewtheVideg See als
21. any login information which might be used It is advised that when defining a connection string with login information the login be allowed only the premissions requred to execute the Query e SQL Query This is where the Query is Entered Execution of Stored Procedures is supported Writing Queries and Structured Query Language usage is beyond the scope if this user guide e Query Tokens Replacable Tokens from Membership can be used in Queries Place the cursor where the Token should be inserted in the Query Select the Token and click on the Insert Token button Tokens must be used Unchanged to work Session and URL variables can also be used in the Query and can be inserted from the Query Tokens Dropdown List the Syntax is URL YOURURLPARAMETERNAME and SESSION YOURSESSI ONPARAMETERNAME The Query Engine will display the results of the Query or an Error Message when Test Query is clicked as shown in the Grid of Frequencies Text Column When using a List Item type Control the Query Column name is entered here which will be the data shown to the user Value Column When using a List Item type Control the Query Column name is entered here which will be the data used for the Value part of the List Control e Test Query Click this Link to test the Query entered in the SQL Query field See also Form Master 2008 40 Basic Functions Field OptionsimmSend Value By Options Send Value By Options Send Value By Options
22. be specified in the Field Name textbox in NEES this name must not contain spaces or special characters The Process Select the Create Form From Table Radio Button Select the Field Type Enter a Form Field Name or use the suppled Name Check if the Field will have a Reqired Field Validator added Click the Commit Operation Button on RU NS f Form Master 2008 54 Data Manager Data Managergm he Mapped Forn The Mapped Form Once a Form is mapped to a Table Form Master 2008 will show the page below Once a Form is Mapped all mapping options and Connection String options will be un available In a newly mapped form which previously had saved data the option to Import the XML data will be available Once the data has been imported the Import Data Stored as XML button will not be available Form Data Table Manager Current Mapping Map Existing Table Create Table From Form Create Form From Table Connection String current Mapping Information The Form Fields are Mapped to Table Contacts 50 No Name nvarchar Name Email nvarchar 100 No Email Subject nvarchar 100 No Subject Message nvarchar 50 No Message Sendinfo bit 1 No Sendinfo Country nchar 2 No Country Delete Mappings Edit Mappings Import Data Stored as XML The Mappings can be deleted by using the Delete Mappings button The Mappings can easily be done again which allows for easy changes to the database schema To Import data from the de
23. d Label AffiliateID Field Name AffiliateID width Label Align NotSet Control Align NotSet v Label Class SubHead Height Disabled C Disable User Input Hide Label E Hide Label Field Token Exclude Field M Exclude from Email amp Data Encrypt Field C Encrypt Field Class NormalTextBox El Auto Fill Options Auto Fill None Membership Session Url Cookie Form Query Field Query Default Text 123456 lt This is the Affilate ID Field Query Options E Send Value By Options Send Value By None Session url Value Name affid cookie O Silent Post Silent Post amp Session O Silent Post amp Cookie See also Form Master 2008 Basic Functions 35 Form Master 2008 Field Options Topics in this section Bd Ed Bd El See also Form Master 2008 Basic Functions 37 w MIE MIE Auto Fill Options Auto Fill Options 1 auto Fill None Membership Session url O Cookie Form Query Field Query 2 Encrypt Field Encrypt Field 3 Default Text Auto Fill Options Auto Fill Onone Membership O Session Qurl Cookie O Form Query Field Query Encrypt Field Cl Encrypt Field 4 auto Fill From lt lt Select gt gt v o Auto Fill Options auto Fill ONone O Membership Sessio
24. des the tools to design the form o Form Query The Form Query Editor allows for Getting Data from Database Tables Spreadsheets Text Files and other Data Sources supported by ADO NET This data can then be used to Auto Fill fields on the form based on the query Where clause Note Form Query is available for Super Users and users in the Administrators Role only o Field Rules The Field Rules page allows you to define rules which will show or hide fields on the form based on the value of other fields on the form For example of Region is Other then show the Other Text Box field e Settings o Form Settings Form Name Email Database and Captcha settings o Other Settings Other specific functionality settings can be seen o Web Service Settings Used to setup Authorization and get the URL for the Web Service Note Web Service Settings is available for Super Users and users in the Administrators Role only o Data Manager The Data Manager allows for Mapping Existing Fields to a Data Table Create Table from Form or Create Form from Table Note Data Manager is available for Super Users and users in the Administrators Role only o User Manager The User Manager page allows you to Register a User and include them in multiple Roles when the Form is Submitted Users who are already Logged in can be added to Roles Note User Manager is available for Super Users and users in the Administrators Role only e Files Used to View and Manage uploaded Fi
25. er Settings page Auto Response Email Body text can contain any HTML suitable for email messaging Any image URL need to be absolute URL in order for the image to show in the user s email client The email body is designed using the Messaging gt Auto Responder menu option The Auto Responder is not dependant on the state of any other options in Form Master and can be sent in any configuration When Field Tokens are defined in the fields they will show in the Defined Tokens area and can be used in the body of the Auto Responder message These Tokens will be replaced with the User Entered data when the message is sent auto Responder Email Defined Tokens O Basic Text Box Rich Text Editor FIRSTNAME LASTNAME i E Source E N amp 5 2 AE AFER ET Style Format AL Font v Size x 4 7 Code stems Dear FIRSTNAME LASTNAME Thank you for your interest in our Products and Services Attached please find a brochure detailing our full line of software products Sincerely The Code 5 Systems Team See also Form Master 2008 72 Advanced Functions Advanced Functions Topics in this section See also Form Master 2008 Advanced Functions 73 ROME CEMSA SEE Silent Post The Silent Post feature is useful for sending information to outside Partners Vendors or another process in the same Website A classic example of using the Silent Post feature is when usi
26. er processes can access the value See also Form Master 2008 Basic Functions 41 Validation Topics in this section ha E Validation is used to ensure that users supply all the information required on the form and that the data entered meets specific formatting requirements A field can have only one of each type of Validator generally two will be enough to do proper data validation During Design time the error messages will be shown under the fields to show what validation rules have been applied During Runtime the error messages will be hidden until required to enforce validation Form Master makes use of three of the Validators available in ASP NET Required Field Validator a Regular Expression Validator m Compare Validator Additionally Form Master also used a Checklist Validator Control and the Validator Summary Control Field Validation is important to ensure that clean consistent data is collected which can be used efficiently throughout the organization See also Form Master 2008 42 Basic Functions Requred Field Validator Requred Field Validator The Required Field Validator is used to ensure that a user enters a value in a Textbox or selects a value from one of the List Item fields The Field Control types which support the Required Field Validator are Textbox Dropdown List Listbox RadioButton List File Upload The Required Field Validator has three attributes which can be modified w
27. es can be in any Stylesheet which get loaded with the Form Class names can be applied to the elements below Outer Table Inner Table Individual Table Cell within the Inner Table Labels for each individual fields in the form Individual fields within the form The presentations below will show where and how the Class Names can be applied and finally the Class Name definitions The Class Definitions mainReport border black ipx solid border left black ipx solid width 600px border collapse collapse background ivory frmReport i border black ipx solid width 500px border collapse collapse frmPadding padding 3px 3px 3px 3px addressInfo background eeeeece padding 3px Opx 6px 6px frmSeparator border bottom 1px black solid height 10px widgetHeading background brown padding 3px 3px 3px 8px chkLstShip background wheat width 250px padding 3px chkLstMake background silver width 250px naddine ny Form Master 2008 60 Formatting peg epee See also Form Master 2008 Formatting 61 Email Formatting Topics in this section Ed El Email can be sent in either HTML or Text Formatting When sent in HTML format Form Master 2008 sends both the HTML and Text in a Multipart Alternative Email Message Auto Responder messages See also Form Master 2008 62 Formatting ET OEM XSL Templates XSL Email Templates
28. esh Editor e The body of the message can contain any valid HTML e To Insert the user supplied data from the form just use any of the previously defined Field TOKENS from the Defined Tokens column on the right e When the Form is submitted Form Master will replace the TOKENS such as Administrator above with the information provided by the user See also Form Master 2008 Reports 65 Reports Topics in this section bd EL Add Content See also Form Master 2008 66 Reports Viewing Reports Viewing Reports Reports When Save Data to Database is checked in the Form Options reports will be available for viewing editing downloading and of course deleting Reporting and deleting is done based on a user specified date range the default is a range covering the past 30 days from the current date Viewing Reports If files have been uploaded links are available in the form to download the files Each record can be edited and even uploaded files can be replaced or added to records where files have not been uploaded Records can ge deleted individually or by date range Any uploaded files associated with any deleted record are deleted from the database or from the file system See also Form Master 2008 Reports 67 Que LOS DAMCI REE Downloading Reports Downloading Reports Download of data is available in four formats a Excel 2007 Use this link if you are using Excel 2007 Excel wi
29. fault data store click the I mport Data Stored as XML button Form Data Table Manager Current Mapping Map Existing Table Create Table From Form Create Form From Table Connection String xml Data Import Results Table Name Contacts Total Records 2 Successful Records 2 Failed Records 0 No Errors Occured During Import of Xml Data Form Master 2008 will report the results of the import and show any records which failed the import process Form Master 2008 Data Manager 55 Form Data Table Manager Current Mapping Map Existing Table Create Table From Form Create Form From Table Connection String Xml Data Import Results Table Name Contacts Total Records 2 Successful Records 0 Failed Records 2 Be 278 Input string was not in a correct format Dect 279 Input string was not in a correct format Lee The Error returned above indicates that the Data Type in the SQL Table is not correct for the type of Data stored in the XML In this case the error was caused by trying to import two letter Country Codes into an Integer Data Type See also Form Master 2008 56 Data Manager CLIENTS Eelwuelenes Edit Mappings Once a Form has been Mapped to a SQL Table the mappings can be edited This may become necessary for example if a new field is added to the SQL Table and a new Form Field is created to collect the new data In cases like this either the new SQL Table Field will need to a
30. g pictures to a Table Cell in the Form The most likely use will be to introduce a section of the form or to provide instructions to the user which involve more than a one to three word prompt entered in the Label textbox on the Input Control form When used to provide instructions it is common to hide the label prompt for the target field control so as not to duplicate the field name We will use the Label Control to introduce and provide instructions for the Interests and Favorite Color fields added above This will require us to move these two fields in the form to make room for the Label above See also Form Master 2008 NN GA File Upload The File Upload Field allows end users to upload files to a Server File Storage Files can be stored in the Database or in the File System Even if the Form is not set to save the form submissions to the database the uploaded files are still stored in the database it the individual File Upload Field is set to that storage media Multiple File Upload Fields can store the file in different locations depending on the setting of the individual field File Size File size can be controlled by each field on the form the default is 1000KB In a form with multiple File Upload Fields the module uses Transactional Processing to Rollback the entire form submission if any part of the submission fails which would happen if a file were larger than the size set in the File Upload Field settings
31. he settings listed above Reset Form Click the Reset Form link to delete all Fields from the form Note This cannot be undone Please enter an email i format is invalid Del Move Column Manager ote E Row Manager Add The Add link opens the Input Control Form where a new Form Field can be added Edit The Edit link allows for editing a Form Field Move The Move link allows for moving a Field to another location on the form CS Column Span for the Field RS Rowspan for the Field TI Tab Index for the Field When the user uses the Tab key to move between fields on a form the TI dropdown list can be used to control the order of the fields the will be move to when the Tab Key if pressed Form Master 2008 20 Basic Functions See also Form Master 2008 Basic Functions 21 Tab Index The Tab Index Feature allows for the ordering of the input focus when the user presses the Tab key on their keyboard The Tab Index is set by using the TI dropdown in each field cell while in design mode Label fields do not participate in the Tab Index The Ordering can be Left Right then Top Down Or Top Down then Left Right In reality the ordering can be in any combination these shown are the most common See also Form Master 2008 22 Basic Functions Adding Fields Topics in this section See also Form Master 2008 Basic Function
32. hen adding this Validator to a field a Error CSS Class This is the CSS class name applied to the Error Message when displayed in the Browser The DotNetNuke class name NormalRed is used by default Error Message This is the message to be displayed in the Browser when the user input fails validation a Initial Value The value entered here is used by the Required Field Validator to determine if the user supplied value is the same as the Initial Value if so then validation fails Using the Required Field Validator with the different field types is explained below Adding a Required Field Validator to a Textbox or File Upload Adding a Required Field Validator for a Textbox is straightforward simply edit the field click on Add Validator in the Validators Data Grid modify the Error Messages and click Update The Error Message is shown in the Designer Adding a Required Field Validator to a Dropdown List Adding a Required Field Validator to a Dropdown List requires some planning as mentioned in Adding a Dropdown List adding a prompt as the first item in the List Items data grid like lt lt Select gt gt for the Text part and 0 for the Value part gives us 0 to use as the Initial Value f a user does not make a selection validation will fail Adding a Required Field Validator to a Listbox or RadioButton List When an Initial Value is not used adding a Required Field Validator to a Listbox or
33. les e Messaging o Form Heading Used for creating the form heading or introduction above the start of the form entry fields o Form Thank You Used for creating the message displayed after the user submits the form o Auto Responder Used for designing the Auto Responder Email o Custom Template Used for designing the Custom Email Template e Report Used for viewing or downloading collected data Exit Leave the Form Master Edit menu e User Guide A link to the online User Guide See also Form Master 2008 Settings 11 Settings Settings Topics in this section Settings in Form Master are Controled in the Form Settings page and the Other Settings Page See also Form Master 2008 12 Settings SEULE RE Form Settings Form Settings The Form Settings page allows for setting options for email saving of data etc Shown below is the form with a description of each field below The setting here are saved when the form is exported using the Export menu item in the module action menu Form Name 1 Contact Us Table Class Send To Action 3 Use Admin Email z To Email Form Name The form name is used in the Subject for emails and for the Cookie name when the form is in Survey Mode Form names should be unique for each domain name for the Survey Mode feature to work properly Table Class The class name for the Inner Table in the Elements section above Send to Action There are four
34. les X EventLog X EventLogConfig X EventLogTypes X EventQueue X Files X FolderPermission X Folders X HostSettings X HtmiText X Lists XX ModuleControls X ModuleDefinitions X ModulePermission 7 7 A 7 7 A 7 7 7 7 A 7 7 A 7 S I A 7 I 7 7 7 7 I I A 7 A a See also Value Affiliates AnonymousUsers aspnet_Applications aspnet_Membership aspnet_Profile aspnet_Roles aspnet_SchemaVersions aspnet_Users aspnet_UsersInRoles Assemblies Authentication Banners CSSLLC_Form CSSLLC_FormData C5SLLC_FormFieldRules CSSLLC_FormFileData CSSLLC_FormMapping Classification DesktopModules EventLog EventLogConfig EventLogT ypes EventQueue Files FolderPermission Folders HostSettings HtmiText Lists ModuleControls ModuleDefinitions ModulePermission Form Master 2008 58 Formatting Formatting Topics in this section Add Content See also Form Master 2008 Formatting 59 Mc ment Form Formatting Formatting the form provides visual cues which draw attention to different sections of the form this improves the User I nterface by helping the user perform the task more efficiently and helps deliver a better user experience Applying formatting to Form Master is done using Cascading Style Sheets CSS and applying Class Name Rules to elements of the form The logical place for the Style Rules is in Portal css since this Stylesheet is specific to earh Portal but the Rul
35. ll complain about the format since it no longer supports HTML Table formatting Clicking Yes and Excel will open it in 2003 Compatibilty Mode a Excel 2002 amp 2003 Use this option for Excel versions 2002 and 2003 This method downloads Html to Excel After the file is saved to disk it can be opened in Excel and saved in Excel Native format using the Save As menu item m CSV Comma Separated Values This is a standard format for sharing information between disparate databases The fields are separated by commas using double quotes as field delimiters a Tab Delimited Again another standard format Fields are separated by Tabs with no field delimiters See also Form Master 2008 68 Messaging Messaging Topics in this section See also Form Master 2008 Messaging 69 Form Heading Form Heading The Form Heading allow for the insertion of Html content at the top of the form in the first row of the Outer Table element The default text used to provide instructions when the Module is first placed on the page should either be deleted or replaced by custom content for the current form Form Heading Message O Basic Text Box Rich Text Editor E Souce aS mari 2 fp z u x x 1S 15 eee SE S Sle a idle GS 82 5j Style Format Heading 3 z Font Arial Size medium MIE A j a Please Complete the Form Below for a Quick response to your needs Sho
36. llow Nulls or the new column must be populated with default values Form Data Table Manager Current Mapping Map Existing Table Create Table From Form Create Form From Table a Connection String Data Source Table List Contacts vj Map Existing Table Existing Table Fields Form Fields mAn ContactID int 4 10 0 no Key Name nvarchar 50 no Name Map UnMap Email nvarchar 100 no Email Aap UnMap ame Subject nvarchar 100 no Subject Map UnMap Message nvarchar 50 yes Message Map UnMsp chtis Sendinfo bit 1 yes Sendinfo Map UnMap HiddenField Country nchar 2 yes Country Map UnMap f Commit Operation See also Form Master 2008 Data Manager 57 External Table Mask For Security Reasons Form Master 2008 creates an External Table Mask List in Host gt Lists which is used to Mask Tables in the List from the User during Table Mapping Operations in the Default Database Only the Host Role can manage this list which is partially shown below E List Details List Name FormMasterExtTableMask OTotat 70 entries s Add Entry X Delete List Text X Affliates XX AnonymousUsers X aspnet_Applications X aspnet_Membership X aspnet_ Profile X aspnet_Roles X aspnet_SchemaVersions X aspnet_Users X aspnet_UsersInRoles X Assemblies X Authentication X Banners X CSSLLC_Form X CSSLLC_FormData X C5SLLC_FormFieldRules X CSSLLC_FormFileData X CSSLLC_FormMapping X Classification X DesktopModu
37. n url O Cookie sd Query Field Query Encrypt Field Clencrypt Field 5 Auto Fill Yalue 1 Select the Auto Fill Option A G 2 Encrypt Field Useful for hiding Data on the Web Page such as a List of Email Addresses which are used for the Send To address on a Lead Generation Form Note This does not Encrypt the data when posted to the server it only protects sensitive data which is ourput to the page before the user submits the form When 1 A None is selected text entered here will be used in the appropriate way for the selected field type When 1 B Membership is selected the dropdown list is shown and populated with Membership field names This list will include custom Membership fields as well as the default DotNetNuke fields 5 When 1 Cthru 1 G are selected this field contains o C Session Variable Name o D URL Parameter Name o E Cookie Name o Fand G Column Name See also Form Master 2008 w IE Etat Textbox Options Text Box Options Text Mode SingleLine Wrap Text g Wrap in Text Box Columns RES Rows CE Use Calendar use Calendar Max Length En 1 Text Mode 1 Single Line this mode is for standard one line data entry such as a name or street address 2 MiltiLine this mode is for free form text such as a detaild problem report or free form question 3 Password this mode allows for the user to securly enter a password 2 Columns is an older s
38. ng an outside Vendor to manage a Continuity Marketing Program or CRM management These programs are offered by many Vendors the most notable are Constant Contact AWeber Vertical Response and SalesForce In these services it is common for the vendor to supply code which shows a Form where an end user can sign up for a Mailing List or some other service which the Vendor offers The Vendors Client is instructed to place the code in their Web Page This works fine for plain HTML pages which can have multiple Form Tags in the page For DotNetNuke this becomes a problem as it is difficult in ASP NET and DotNetNuke to include a FORM tag in the page Using he Silent Post Feature a Vendor Form can be Mimicked with the appropriate end User Visible Fields and the required Vendor Hidden fields When the Form Master 2008 Form is submitted the Vendor form is Created and Posted in the Background to the URL supplied by the Vendor in their Forms Tag Action attribute The series of events is shown below End User enters information into the Form Master form and Submits Data is collected and stored according to the options specified The Specified Silent Post Fields are used to create an HTTP Request to the Vendor URL The end user does not know anything about the Silent Post activity Form Master handles the End User as specified in Settings gt Other Settings as usual IS For a an example of setting up a form to work with SalesForce please see this S
39. o Form Master 2008 Basic Functions 47 CESARETE Maire Localization Localization Form Master supports localization using the standard DotNetNuke methods The App_LocalResources folder in the Module root can be used to create Resource files for any Locale The files Resource files are listed below FormAutoRespMsg ascx resx FormCustomTemplate ascx resx FormDataServiceSettings ascx resx FormDispatcher ascx resx FormFieldRules ascx resx FormHeadingEdit ascx resx FormMaster ascx resx FormMasterDBMgr ascx resx FormMasterEdit ascx resx FormMasterFiles ascx resx FormMasterFormOptions ascx resx FormMasterFormQuery ascx resx FormMasterOptions ascx resx FormReport ascx resx FormThankYouEdit ascx resx FormUserManager ascx resx SharedResources resx In addition the DotNetNuke Membership field names for the Auto Fill feature can be Localized using the Lists menu option on the Host Menu Form Master does not support Multi Lingual content at this time See also Form Master 2008 48 Basic Functions File Management Form Master 2008 iincludes a File Manager page to manage the files uploaded by users The Files page allows for Downloading Searching and Deleting of uploaded files Sorting is also available on the File ID File and Date columns When a file is uploaded when the Save Data to Database on the Form Settings is checked the file cannot be deleted using the Files page since the files are linked to
40. on See also Form Master 2008 ul did W i E Index System Requirements 4 T Tab Index 21 V PDF Back Cover 77 Form Master 2008 Copyright 2005 2008 All Rights Reserved Form Master 2008
41. on is done on the Server which forces a reload of the page e Use Validation Summary Check to use a Validation Summary Control on the Form A Validation Summary shows all the Validation Errors in one central location and or in an Alert popup box Summary Heading Text The Text which will appear before any error messages for example Errors Have Occurred Vallidation Summary CSS Class The CSS class which is used for the displayed Error Messages Show Validation Summary Check to show the Validation Summary on the Page when a Validation Error Occurs Show Validation Summary Message Box Check to show an Alert Box when Form Validation Fails Suppress Field Validation Messages When using the Validation Summary check this option to stop the Validation Messages from showing under the Fields e Suppressed Field Character When Supress Field Validation Messages is On This value will be output to the right of the Field This value can be any Form Master 2008 Settings 17 character string or an Image Tag Example lt img src images required gif originalAttribute src originalPath images required gif originalAttribute src originalPath images required gif gt Vallidation Summary Mode Error Messages can be displayed in three modes List Bullet List or Paragraph e Validation Summary Row Gennerally Validation Summary is placed at the Top or the Bottom of a form Form Master offers the opton to place the Summary at any positon
42. ormat e Text Template Only default is available in the Dropdown List until new templates are added by copying the default files to a new folder as noted in 19 1 above When new templates are available the folder name will appear in the Dropdown List e Send HTML formatted Email By default Form Master sends email in Plain Text format If Html format is needed simply check this box and the default template with be used for either style of template Custom Template is HTML always e Send Multipart Email Check to Send HTML email with a Text Section for Email Readers which cannot of choose not to show HTML Note Only applies to HTML emails Checked by Default e Use custom Email XSL Stylesheet To use a custom XSL style sheet check this checkbox Upload custom Email Stylesheet File Upload to upload a custom style sheet when 22 is checked Validation Options Enable Client Script CO Use Validation Summary Summary Heading Text Summary Heading Text NormalRed Show Validation Summary C Show Validation Summary Message Box Oe Supress Field Validation Messages Suppressed Field Character Validation Summary Mode List Bullet List Single Paragraph Validation Summary Row Top M Validation Summary Cell Alignment Left O center Right e Enable Client Script When checked enables field validation in the user s browser When un checked all validati
43. pare the data entered to a specific type a data such as a Date The Compare Validator does not require that a field contain a value it only validates if a value is present For example Many forms ask the user to enter their email address then confirm the email address by entering it a second time to help the user avoid typographical errors The Compare Validator is just the tool to use to solve this The Compare Validator has four new attributes in the Validators Data Grid e Operator The values available here are o DataTypeCheck Use this when comparing the user entered value with a specific Data Type such as a Date o Equal Compare value with another form field or with the Value to Compare The remaining Operators share the same function o GreaterThan gt o GreaterThanEqual gt o LessThan lt o LessThanEqual lt o NotEqual lt gt or e Value to Compare When Control to Compare is lt lt None gt gt works with the Operator and Data Type to compare the user entered value e Control to Compare Sets which form Field to Compare this Field to Works with the Operator e Data Type When using the DataTypeCheck Operator forces the user to enter the proper type of data such as a Date or Whole Number When the Control to Compare is not set to lt lt None gt gt the field will not be part of the data sent by email or saved to the database In this example we will use the Compare Validator to m
44. resentation will introduce Adding rows to the form Entering a Label for a field Using the Auto Fill feature Introduce the field management controls See also Form Master 2008 26 Basic Functions Adding Fieldsimm Checkbox Checkbox The Checkbox is a very simple field control to add to the form In addition to adding a Checkbox this presentation will introduce m Setting a default for a field control Hiding the field label a Positioning the field labels to the left of the fields on the form For the Checkbox the Label Class is used to format the text Add Checkbox Presentation See also Form Master 2008 Basic Functions 27 NN TOR Dropdown List The Dropdown List and all the List type field controls share one common element which is the List Item A List Item is what appears in the Dropdown List when you click on the down arrow A List Item is made up of two parts the Text and the Value parts These two values can be the same or as an example in a list of US states New York will be the Text part and NY will be the Value part With the Dropdown List it is always a best practice to enter a Prompt for the user as the first item in the list for example Enter lt lt Select gt gt for the Text part and 0 for the Value part This will ensure that Validation can be applied to the field forcing the user to make a selection from the list Without Validation
45. rm From Table Form Master 2008 can create a Form from the Fields in an External Table Using this function will overwrite any existing form for this Module Form Data Table Manager current Mapping Map Existing Table Create Table From Form Create Form From Table Connection String Data Source Table List Contacts x Create Form From Table 0 no ext ContactID int 4 10 Name nvarchar 50 no TextBox v Name Email nvarchar 100 no TextBox v Email Subject nvarchar 100 no TextBox v Subject Message nvarchar 50 yes TextBox v Message M Sendinfo bit 1 yes CheckBox M Sendinfo ie Country nchar 2 yes DropDownList M Country o Commit Operation e Data Source Table List The List of Tables from the Default DNN or User Specified Database The Grid Columns Column The name of the SQL Table Column Type The Data Type of the Table Column Length The allowable Length of data for the Table Column This is useful primarily for Text type data and does not apply to Integer types or Boolean values and is shown for seting up field validation A discussion of SQL Data Types is beyond the scope of this User Guide Prec amp Scale These are for use with Numeric amp Decimal Data Types and is shown for seting up field validation Nullable If a column is not Nullable then the Requred Checkbox should be checked Form Field The Form Field name which will
46. s 23 HomefiamBasic Functionsfi Adding Fieldsfi Common Options Common Options Common Options are common to all types of Form Fields i e the Textbox Dropdown List etc O Type Textbox mM Label Input Control Width Field Name Label Align NotSet v Label Class Es F Disabled Cl Disable User Input Field Token Allow Markup Callow Markup html e Type Select the type of field needed o Textbox o Checkbox o DropDownList o ListBox o CheckBoxList o RadioButtonList o Label o File Upload o Submit Button o Hidden Field Label The visible Label for the input field Control Align Height Hide Label Exclude Field Class Linz ni NotSet v C Hide Label ClExclude from Email amp Data INormalTextBox Field Name The Name which will be used in the Database Colums and for Columns in Reports Label Align The alignment of the Label in the Table Cell when Label Position is on Left o Not Set o Left o Center o Right Label Class The CSS class applied to the Label Default is DotNetNuke SubHead class Portal css is the best place to define CSS Class Rules Disabled Disable User input useful if user need to see pre filled data but is not allowed to change it e Field Token A Replaceable Token which is replaced by the Submitted Data in Email messaging and the Thank You message Usually formatted like TOKENNAME e
47. sers can be Carbon Copied on the email which is sent CC Me Email When Show CC Me on Form is checked allows for the selection of the form field to use to send a copy to the user BCC Use the Blind Carbon Copy to send an email to any email address entered in the Textbox Multiple recipients can be entered separtated by a semi colon Form Master 2008 Settings 13 1 0 7 Save Data to Database 1 1 I Use Captcha Captcha Characters 12 Update 10 Save Data to Database When checked saves for form data to the database for later retrieval 11 Use Captcha Check to Enable the use of the the DotNetNuke Captcha Requirement on the Form 12 When Use Captcha is Checked specify the Characters which will be used in the Captcha Image optional See also Form Master 2008 14 Settings Other Settings Other Settings Basic Settings Main Form Table Width Main Form Table Class Form Table Width 300 Form Table Height 200 Main Form Table Alignment Center Is CO survey Mode O allow Anonymous Uploads Authenticate File Downloads Hide Posted By in reports Use Form Field Value for Email Subject Email Sa Second Field Value to Append to Subject lt Not Specified gt v Silent Post Urt Main Form Table Width This is the width in Pixels or Percentage for the Outer Table shown in the Elements Section above
48. t type Multiple Submit Buttons are useful for example on a large form where some fields are required and others are optional Required fields can be grouped at the top of the form with a Submit Button below the group Another Submit Button can be added at the bottom of the form after the optional fields See also Form Master 2008 34 Basic Functions HomelmBasic Functions dding Fields Hidden Field The Hidden Field has many uses on a Web form It can be used to provide data to the Database Email Recipient or Process which the user does not or should not see Consider a sceenario where the user will be redirected to an affiliate web site after the Form Submission A requirement of course in these cases is an Affiliate ID in the URL Querysting Using the Hidden Field an Affiliate ID can be added to the form which the user will not see When setting up this field make sure that Querystring Parameter name is what is expected by the Affiliate and mark this field to be sent by Url in the Send Value By Options of the Input Control Page In this scenario it is also nessecary to make sure the form redirects after submission in the Settings gt eee It is also commong to exclude Hidden Fields used in this way from being stored or sent in the email using the Exclude from Email amp Data option as shown below Hidden Field Screen Capture Input Control Type Hidden Fiel
49. the column in the SQL Table This value is taken from the Field Name value in the MEM section Type The Data Type for the SQL Table Field e Length The Length of the SQL Field For Text fields Char NChar VarChar NVarChar the value can be set to the greatest expected value for the field In cases where the ammount of data is unknown the Text or NText Data Types should be used as will allow more data then can be sent ina browser e Prec amp Scale Precision is the number of digits in a number Scale Scale is the number of digits to the right of the decimal point in a number Precision and Scale only apply to Numeric and Decimal Data Types and will be ignored otherwise e Nullable f Checked the SQL Table will allow Null as a Value in the Column Ignore f Checked the Column will not be created in the SQL Table and no Mapping will be created for it This is usful for Hidden Fields or Conformation type Fields which do not need to be stored The Process 1 2 3 4 5 6 See also Select the Create Table From Form Radio Button Enter a Name for the New Table a name with no spaces or special charaters is recommended Choose the appropriate Data Type and Length for the Form Field Check the Nullable Checkbox if it there is no Required Field Validator on the Field Check if the Field should be Ignored Click the Commit Operation Button Form Master 2008 Data Manager 53 Home ata Managerf m rorm From Table Fo
50. the data submitted by the user These files are available here for download but must be deleted with the related record Form Master Edit Form Settings Files Form Heading Form Thank You Report Exit User Guide File Name Search Clear lt Previous Page Next Page gt FormDatalD FilelD o 33 DeleteMe doc 2 28 2006 9 25 00 AM Delete 0 30 EN_DKUS paf 2 28 2006 9 22 00 AM Delete o 24 HomePagelntro doc 2 28 2006 8 41 00 AM Delete 0 35 Newsletter Project Scope pdf 2 28 2006 9 27 00 AM Delete 1311 31 Q4NEReport pdf 2 28 2006 9 22 00 AM 0 32 SalesReps ZIP 2 28 2006 9 24 00 AM Delete lt Previous Page Next Page Files associated with a Data Record must be deleted with that Record in Reports See also Form Master 2008 Data Manager 49 Data Manager Topics in this section Rd E El E E Form Master 2008 Stores data as XML Fragments by default in a single Table Column While convenient and easy to manage this make it difficult for other applications to access the collected data Form Master 2008 introduces the ability to store data in Standard Microsoft SQL Server Tables Form Master 2008 offers three methods to help Map Form Fields to Standard SQL Tables as noted below Note Data Manager is available for Super Users and users in the Administrators Role only CMS an Existing Form to an Existing Table Create a SOL Table From a Form Pmecreate a Form From an SOL Table When Forms are Mapped to an SQL
51. tion described below o None No redirection the Thank You page is shown by default o URL This allows the user to enter any valid Internet Address o Page This allows the user to select a page within the site Send Auto Responder User f Checked the form will send an Email Auto Responder using the Field value selected in the Dropdown List o File This allows the user to select a file on the server for download to the user s browser When this option is used the default Thank You message is shown and for most Browsers User Agents the file download should automatically start A link to the file is provided for those browsers which block automatic downloads Email Template and Format Settings Email Template Type OxsL Template O Text Template Custom Template Text Template Default C send HTML formated Email Send Multipart Email Cl Ouse custom Email XSL Stylesheet Upload Custom Email Stylesheet Ce e Email Encoding Form most installations using the Default value will work just fine If there are problems with the email containg strange characters expirimenting with the other encodings may help with the problem e Email Template Form Master offers two Template styles for formatting the email message which are described below Form Master 2008 16 Settings o Text Template The text templates can be used for Plain Text or Html formatting For each format the file contains
52. tyle method for setitng a Text Box width the prefered method is by using the Width field 3 Use Calendar This will add the default DotNetNuke Calendar functionality to the Form Field 4 Wrap Text Check this to automatically Wrap text as the User types in a Multiline Textbox 5 Rows Rows is an older style method for setitng a Text Box height when Text Mode is MultiLine the prefered method is by using the Height field 6 Max Length Maximum number of characters allowed in the input field This is not effecive for MultiLine Text Mode See also Form Master 2008 Basic Functions 39 MOI MEME Field Query Options Note Field Query Options is available for Super Users and users in the Administrators Role only About The Field Query Connection String SOL Query SELECT Value Text FROM Lists WHERE ListName Frequency Query Tokens URL YOURURLPARAMNAME v _Insert Token Value Text D Day s M Month s N None o One time Fee W Week s Y Year s Text Column value Column e Connection String The connection string is optional and when left blank the Query Engine will use the default DotNetNuke Connection strin defined in the Web Config The Query Engine will accept any Valid Connecton string which is Suported by ADO NET coanectionsseeinis cont isa great resource for connection string syntax Connection Strings are Encrypted when stored for later use hiding
53. users will often submit the form without making a selection submitting the first item in the Dropdown List as default Adding the Dropdown List will introduce new features and make use of some which have already been covered e Use of the Auto Fill feature which in the case of the Dropdown will find the correct value in the list and pre select that for the user e Manually adding a Item to the List Items form e Adding List Items by using the Fill List Items with States from a selected Country feature We will add a Required Field Validator to this Dropdown List in the Validation section See also Form Master 2008 28 Basic Functions Listbox The Listbox control it useful where there are a small number of items in a list for the user to choose from Typically a Listbox can be in two modes Single or Multi select modes By default Form Master uses Multi select mode only The reason for this is simple for Single selection mode a Dropdown List or RadioButton List provide a better user interface For Multi select mode the preferred field control is the Checkbox List which offers a better user interface as there is no need for the user to know how to use Ctrl Click Selects Multiple Items functionality The one advantage in using a Listbox is when a user must make a selection as the Checkbox List cannot have a Required Field Validator whereas the Listbox can In addition to adding a Listbox this presentation will introduce
54. w custom editor options Refresh Editor Update See also Form Master 2008 70 Messaging Form Thank Yot Form Thank You The Form Thank You allows for the messaging after the form has been submitted This message will be shown based on the setting of the Redirection After Submit in the Other Settings page The options which will show the Form Thank You message are None and File For the File option it is important to provide the user with instructions to click the link provided it the filed does not start to download automatically When Field Tokens are defined in the fields they will show in the Defined Tokens area and can be used in the body of the Thank You message These Tokens will be replaced with the User Entered data when the form is submitted Thank You Message Defined Tokens Note Form Must be set to Save Data to Database in order to use Tokens FIRSTNAME O Basic Text Box Rich Text Editor l LASTNAME i E Source E 6 E B Z U dx x i FEE EY Ji Style Format Font Aral Size ME FIRSTNAME Thank you very much for your interest in our products You will be hearing from us shortly My Company See also Form Master 2008 Messaging 71 Et ME Auto Responder Form Master allows for an Automated Response to be sent to the user when the form is submitted by using the Auto Responder options on the Oth
55. y in Reports By default Form Master will add the Submitted by column to the posted data and in the email Checking this option removes the data Default un checked e Use Form Field for Email Subject When checked the Field Value specified in the Dropdown List will be used as the Subject line Second Field Valut for Email Subject Optionally Select a Second Field Value to Apend to the Subject Line selected in 14 e Silent Post Url Url to which a Silent Post of Form Data is made on Submit Form Master 2008 Settings 15 Auto Repsonder Settings CO Send Auto Responder Using Auto Responder From Email s provencher codeSsystems com Auto Response Subject Auto Responder File Attachment File Location Root v File Name lt None Specified gt v Upload New File Auto Responder From Email Specify the Auto Responder From Email address For Exaimple MAME Auto Response Subject Specify the Email Subject for the Auto Responder Subject Line Auto Responder File Attachment Specify a File to be attached to the Auto Responder Email Usefull for Softare Trials etc Redirect After Submit Options Redirection After Submit Link Type O None URL A Link To An External Resource Page A Page On Your Site O File A File On Your Site Select A Web Page From Your Site Form v e Redirection After Submit There are four options for redirec
56. you re looking for in this help system try these alternative EEMS or contact our SIREN Most popular pages Form Master 2008 2 Welcome Get help from Customer Support or other resources Ask Someone Post a question or search for an answer in our online ESSR Knowledgebase Search the MEMET for common bugs tips amp tricks and compatibility issues with other software Customer Support Contact our customer support department by email at EUS Form Master 2008 Ask Us If you re unable to find what you re looking for in this help system try these alternative resources Contact our support department Email MME Installation 3 Installation Installation Topics in this section Rd See also Form Master 2008 4 Installation manm SEE System Requirements Platform DotNetNuke Version 4 5 2 or Later Form Master 2008 has been tested to DotNetNuke Version 5 1 2 which was the latest version available when this help was published Database Form Master 2008 is designed to use the Microsoft SQL Server version listed below SQL Server 2005 Express SQL Server 2005 Standard Workgroup and Enterprise SQL Server 2008 Express SQL Server 2008 Standard Workgroup and Enterprise See also Form Master 2008 Installation 5 LOUE DEEEH nstalling Form Master 2008 Installing Form Master 2008 BACKUP YOUR DATABASE BACKUP YOUR FILES BEFORE I NSTALLING

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