Assigning a Task to a Form

While tasks typically help Ektron CMS400.NET users track content activities, you can also assign a task to users or user groups whenever a form is submitted.

For example, your Web site offers a free product demonstration to anyone who completes a form. Whenever a site visitor submits the form, a task is assigned to your sales department’s administrative assistant. He uses the form information to schedule a demonstration. The sales manager can review the task history to audit sales leads and ensure demonstration requests are being handled in a timely manner.

To set up a task that it is assigned to users or groups whenever a site visitor completes the form, follow these steps.

Learn About Assigning a Task to a Form

Note: You should be familiar with tasks before beginning this procedure. See Also: Assigning and Reviewing Tasks

1. If you are creating a new form, assign the task at Step 3 of the Forms Wizard.

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 site visitor completes and submits the form.

4. Ektron CMS400.NETcreates a task and assigns it to users and groups you identified in Step 1.

Learn About Information on the Task Submission Form

Task Information

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 specified
Due date	Not started
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

Learn About Creating email Automatically Upon Form Submission

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.

name

value submitted by user