Winthrop Web Services Trainings & Tutorials www.winthrop.edu/web/tutorials How to create a form in the Ektron CMS: 1) From the “Contents” tab, select the folder in which the form should reside. Next, choose “New” then HTML Form/Survey” from the Workarea menu. Last updated: 5/5/2011 Page 1 Creating Forms Winthrop Web Services Trainings & Tutorials www.winthrop.edu/web/tutorials 2) Proceed through the 5 steps to creating a new form by selecting the radio button for a “Blank Form” and clicking “Next.” Last updated: 5/5/2011 Page 2 Creating Forms Winthrop Web Services Trainings & Tutorials www.winthrop.edu/web/tutorials 3) Title the form and provide a brief description in Step 2. Last updated: 5/5/2011 Page 3 Creating Forms Winthrop Web Services Trainings & Tutorials www.winthrop.edu/web/tutorials 4) If tasks need to be assigned, do so on Step 3. Note: If you choose “Standard Poll” or “Blank Survey,” the number of steps in the Forms Wizard changes from five to four, because the “Assign Tasks” step is removed. Last updated: 5/5/2011 Page 4 Creating Forms Winthrop Web Services Trainings & Tutorials www.winthrop.edu/web/tutorials 5) In Step 4, type the message the visitor should receive once completing the online form. 6) Form setup is complete. Go to the form to finish creating it. Last updated: 5/5/2011 Page 5 Creating Forms Winthrop Web Services Trainings & Tutorials www.winthrop.edu/web/tutorials You may drag and drop form elements from the icons circled above into the body of the form. Notes: Be sure to click on the “Templates” tab to apply the form template. Remember the structure for a form’s URL is http://www.winthrop.edu/YOURWEB/form.aspx?ekfrm=#### Be sure to go to the Form Properties to set what needs to happen when the user clicks the “Submit” button. ALWAYS test the form from the Web browser. Last updated: 5/5/2011 Page 6 Creating Forms Winthrop Web Services Trainings & Tutorials www.winthrop.edu/web/tutorials Here is an example of a Choices field (You may specify the Appearance): Last updated: 5/5/2011 Page 7 Creating Forms Winthrop Web Services Trainings & Tutorials www.winthrop.edu/web/tutorials Here is an example of a text area or comment box: Last updated: 5/5/2011 Page 8 Creating Forms