WebLink Manual EZ-CAMP2

Transcription

1 WebLink Manual EZ-CAMP2 SofterWare, Inc. WebLink March 2010

2 Table of Contents Table of Contents 1. WEBLINK OVERVIEW...3 Manual Overview...3 Support...3 WebLink Terminology ADDING THE FORM TO YOUR WEB SITE REVIEWING AND PROCESSING SUBMITTED FORMS...7 Logging into the Review & Acceptance Center...7 Reviewing Entries...10 Editing Transaction Information...14 Downloading Your Web Entries IMPORTING WEBLINK ENTRIES INTO EZ-CAMP EZ2-Import Mapping...18 Import Process...18 For More Information...19 Reviewing Transactions WEBLINK ADMINISTRATIVE MODULE...20 Accessing the WebLink Administrative Module...20 Customizing WebLink Forms...21 Using the Link Information Screen...21 Setting Options for Forms...22 Uploading Images to Use with Forms and s...26 Editing, Saving and Restoring the Cascading Style Sheet (CSS)...27 Editing the Header and Footer of a Page...31 Setting Field Properties...32 Editing Item Availability...33 Editing Item Details...34 INDEX...36 March 2010 Page 2

3 WebLink Overview 1. WebLink Overview WebLink allows your organization to securely and efficiently offer online forms for a variety of purposes. WebLink is an Internet-based application that provides highly configurable forms accessible through links on your existing web site. The service can collect data and, if you desire, process payments. You can review the sign-ups and then quickly and easily import them into your EZ-CAMP2 system. Manual Overview This manual details how to use the WebLink system. See the following chapters for more detailed information: Support Adding the Form to Your Web Site p. 4: details how to add your WebLink form to your web site. Reviewing and Processing Submitted Forms p. 5: details the procedures to review and process the information submitted through your WebLink form. Importing WebLink Entries into EZ-CAMP2 p. 15: details how to import the information from the approved web entries into your system. WebLink Administrative Module p. 20: details how to use the WebLink Administrative Module to customize forms and set item properties. Questions about WebLink and your configurable forms are handled by the SofterWare support department. See the following table for contact information. Phone: Support: * Sales: Main: # * 800 numbers provided for Enhanced and Premium Support plans. FAX: * * 800 numbers provided for Enhanced and Premium Support plans. Web Site: Mail: SofterWare, Inc. 132 Welsh Road Suite 140 Horsham, PA March 2010 Page 3

4 WebLink Overview WebLink Terminology The following are common terms in the working vocabulary of WebLink users: Term Form Pages Fields Items Definition Your WebLink form which allows your constituents to fill out information and send it to your organization. WebLink forms can also allow constituents to select and pay for monetary transactions known as items (see below). Each WebLink form can be made up of one or more pages, much like the pages of a paper form. Forms are filled out one page at a time starting with the first page. A field is an element on any page of your form that your constituents can interact with to provide data. For instance, when entering a constituent's address, there are typically one or more fields for the Street Address, plus fields for City, State, ZIP Code and possibly Country. Item is the WebLink term for a monetary transaction such as camp tuition or registration fees. While all items have one or more fields, they also have a set of associated properties. An example of one such property is the ledger category used to track a session in your EZ-CAMP2 system. March 2010 Page 4

5 Adding the Form to Your Web Site 2. Adding the Form to Your Web Site The following instructions explain how to create links to your WebLink form on the pages of your web site. To add the form 1. SofterWare will send you the web address (URL) for your WebLink form. The following code is an example: Important! This is sample code and does not contain actual URLs for links. Do NOT copy this for use on your own web site. Text Link <a href=" target= _blank >Camp Echo Pines Registration</a> Button Link <a href=" target="_blank"><img src="/images/registration.gif width="171" height="29" border="0"></a> 2. Your web master should add the HTML to your site in the location where you want the link to appear. The following graphic shows two sample links (arrows point them out) one as a button and one as text. March 2010 Page 5

6 Adding the Form to Your Web Site For best results, we recommend that you add the link to your site in a highprofile location such as the home page, so that your constituents will be able to find it easily. Also, using a graphical button can help the link to stand out. March 2010 Page 6

7 Reviewing and Processing Submitted Forms 3. Reviewing and Processing Submitted Forms Once your web visitors have completed and submitted their information via your WebLink form, you have the option to review, edit, accept, delete, and download this information. To review the forms, you ll log into the WebLink Review & Acceptance Center (RAC). After you review your web entries, you ll need to import them into EZ-CAMP2 (see page 15). Logging into the Review & Acceptance Center The Review & Acceptance Center (RAC) allows you to easily and efficiently review the information your web visitors submitted. To log into the Review & Acceptance Center 1. Go to The WebLink login screen appears. March 2010 Page 7

8 Reviewing and Processing Submitted Forms 2. In the user id field, enter your ID. In the password field, enter your password. Note: SofterWare provides you with this User ID and Password. 3. Click the continue button. The View Entries screen appears, showing a list of your WebLink forms and how many entries are pending. For each of your forms, the following information appears: ID Name The ID number of the WebLink form. The name of the WebLink form. March 2010 Page 8

9 Reviewing and Processing Submitted Forms Pending Downloaded Total The number of entries you still need to review and process for that form. If there are pending entries, the number is linked, enabling you to click it to view the entries. The number of entries you ve already downloaded for that form. If there are entries that have already been downloaded, the number is linked, enabling you to click it to view the entries. The total number of entries (Pending plus Downloaded) you ve received for that form. If there are entries, the number is linked, enabling you to click it to view the entries. Note: The edit link in the Name column allows you to edit some details of the form. See WebLink Administrative Module on page 20 for details. For details on reviewing these entries, see the next section. Note: You can sort the information in any of the columns by clicking on the arrows in the column header. To sort the column in ascending order, click the arrow. To sort the column in descending order, click the arrow. March 2010 Page 9

10 Reviewing and Processing Submitted Forms Reviewing Entries After you ve logged into the Review & Acceptance Center (RAC), you can review the information that web visitors submitted. To review entries 4. In the View Entries section at the top of the View Entries screen, choose to view entries in one of the following ways: Summary or Details: choosing Summary shows you a brief summary of the important information entered by your web visitors. Choosing Details shows the detailed information. By default, Summary is selected. View Previous Batch: to view historical entries that have already been downloaded and assigned a batch, choose the batch you want to view from the pull-down. When you make a selection from the pull-down, you ll be taken to the summary or detail information (depending on what you choose see previous bullet) for the entries in the batch. Select Dates: to view entries over a specific date range, enter the dates in the fields beneath the Select Dates header. To choose a date from a calendar, click the button. When you use dates to view entries, you may see both pending and downloaded entries. After you ve defined the dates you want to view, click the Refresh button. Note: You can combine selections from these three areas to define which entries you want to view. For example, you can choose Summary, choose a historical batch from the View Previous Batch pull-down, and define dates between which you want to view entries. The resulting list of entries that appear below will match all the selections you made. 5. Choose which entries you want to view in one of the following ways: To view the pending entries for a given form, click the linked number in the Pending column. Typically, this is the option you ll choose. You may also click the linked number in the Downloaded or Total column. The Downloaded column links display only downloaded entries, while the Total column links display both downloaded and pending entries. March 2010 Page 10

11 Reviewing and Processing Submitted Forms Note: Entries listed as Downloaded have already been downloaded, but you can download them again. If you do, they are placed into a new batch and removed from the batch they were previously in. To view the entries for multiple forms at once, choose the forms you want to view by clicking the check box in the Select column. Then, click one of the following, depending on what type of entries you want to see for the form:,, or. Note: If you view entries for multiple forms, you cannot download the information captured. To review and download information, you must click the linked number in the Pending column. Depending on whether you choose to view Summary or Details in step 1, the Form Entry Summary or Form Entry Detail View appears. Form Entry Summary The Form Entry Summary view of your web entries shows you a brief summary of the information your web visitors entered. This view allows you to quickly look through all the entries and easily identify entries that are missing crucial information, such as a credit card payment. If an entry has been downloaded, the Entry Info column includes a batch number and the background is a different color than the other entries. Form Entry Detail View The Form Entry Detail View shows you information for the fields that the registrant completed on your WebLink form. If an entry has been downloaded, the Entry Info column includes a batch number and the background is a different color than the other entries. This view allows you to double-check the information that each registrant entered for spelling, legitimacy, and accuracy. In March 2010 Page 11

12 Reviewing and Processing Submitted Forms the following example, it shows information about the camper, the camper's family, and transactional information associated with the camper's registration. 6. Review either the summary or detail information that is available on-screen. 7. To see the record corresponding to the information you re viewing, click the linked name in the Full Name column. March 2010 Page 12

13 Reviewing and Processing Submitted Forms The corresponding record appears. 8. If necessary, you can edit or add information, and then click Save. You can also edit the transaction details (see Editing Transaction Information page 11). Then, click the Back button on your browser, and refresh the summary or detail page to see the changes you ve made and continue with your review. March 2010 Page 13

14 Reviewing and Processing Submitted Forms 9. After you ve reviewed the information, you can do one of the following for each record: Accept: this is the default for all entries; for each entry you want to accept, make sure the option in the Accept column is selected. You should accept entries that have legitimate, accurate information and are ready to be imported into your system. Hold: for each entry you want to hold and review at a later time, choose the option in the Hold column. You may want to use this option if you need more information in order to accept the registrant, or if you need to confirm information with him or her before accepting the entry. Any record marked as Hold will not be included when you download the file containing your WebLink entries. Instead, it will remain in the system as a Pending entry. Delete: for each entry you want to delete, such as test entries, entries with fake data, or duplicate entries, choose the option in the Delete column. Once you delete entries, you cannot recover them. Note: If you view entries for multiple forms, you cannot download the information captured. To review and download information, you must click the linked number in the Pending column. After you ve reviewed the information, you ll need to download a file containing all the information received from the web entries. See Downloading Your Web Entries on page 13 for more information. Editing Transaction Information If necessary, you can edit the information contained in the transaction records, such as registration fees, before downloading them to your EZ-CAMP2 system. Important! This function is intended to allow you to change minor details in the transaction record. If you change the amount of the payment transaction, you will need to manually issue a partial refund or additional transaction in order to correct for the change. See the WebLink Transaction Review Guide for details on these corrections. To edit transaction information 1. Review your submission entries using the Details View. March 2010 Page 14

15 Reviewing and Processing Submitted Forms 2. Click on the link under REC# in the list of transactions. The transaction record will open for editing: 3. Edit the transaction information, then click on the Save button. March 2010 Page 15

16 Reviewing and Processing Submitted Forms Downloading Your Web Entries After you ve reviewed all the records and made decisions about which ones you re going to accept, hold, or delete, you need to download a file that contains all the web entry information from each of your web visitors. You ll import this file into your EZ-CAMP2 system (see page 15 for more details). Although you can name the download file whatever you want, we recommend that you keep the default name that WebLink gives it. The file that you download for each WebLink form should have its own unique name (for example, registration_form.txt), and you should use the same name each time you download it. You should only download the file if you ve rev iewed each entry and its information, and assigned the appropriate status to the entry. If something happens to the file before you can import it, you can download the file more than once. If you download the file multiple times, keep the same name, as we suggest, so the file is simply overwritten each time you download. When you download the file, a batch number is automatically assigned to the entries you approved. A batch is a group of web entries that have been processed for download; usually, you ll review this group of entries at the same time. Each entry that is a part of a batch is assigned a number that identifies its batch. This makes it easier if at some future date you need to locate a group of entries that were downloaded together. To download the file 1. Click the Download button. A message appears telling you into which batch the entries you re downloading will be placed. 2. Click OK. The File Download dialog box appears. 3. Click the Save button. The Save As dialog box appears. March 2010 Page 16

17 Reviewing and Processing Submitted Forms 4. Browse to the folder where your EZ-CAMP2 system is located (for example, C:\softer\ezcamp2\downloads) and then click Save. A dialog box appears. Note: The location and name of the download file must be the same as the one specified in the mapping of your data for the EZ2-Import Module. If you have previously downloaded this file to the same location, you will be prompted to overwrite the file. This is OK, and you should overwrite the file. For more information on the import module, see page Click Close. The WebLink Entries Processing screen appears again. The file is now saved to your computer and the downloaded entries have been assigned a batch. You now need to import the file into EZ-CAMP2 see page 15. March 2010 Page 17

18 Importing WebLink Entries into EZ-CAMP2 4. Importing WebLink Entries into EZ-CAMP2 In order to import information into EZ-CAMP2, you must own the EZ2-Import Module, which allows you to import WebLink information into your system. If you need to purchase the module, contact SofterWare. The EZ2-Import Module imports the data captured from web visitors through your WebLink form. Before you can import the information into EZ-CAMP2, you need to download the file from the WebLink Review & Acceptance Center. For more details on how to do this, see page 13. EZ2-Import Mapping Our support representative will work with you to determine the appropriate mapping, which will automate the import process, of the WebLink information to the existing fields in your system. The mapping MUST be in place in order for you to import your WebLink information. The mapping is done by SofterWare for an additional fee, which will be included in your WebLink quotation. For each new WebLink form, you ll need to complete a new mapping. Import Process After support has completed the mapping for you, it s simple to import your WebLink file into EZ-CAMP2. To import your WebLink information 1. Double-click the WebLink file (for example, registration.ez2) SofterWare set up for you, which will automatically import the file you downloaded for WebLink. The Auto-Import File dialog box appears. March 2010 Page 18

19 Importing WebLink Entries into EZ-CAMP2 2. Click OK. The WebLink information is automatically imported into your system, and EZ-CAMP2 closes. You can now view the information in EZ-CAMP2. For More Information For more details on how to import the information from your WebLink forms, see the EZ2- Import document, which you received when you purchased the module. Reviewing Transactions For details on reviewing processed transactions such as credit card payments or bank drafts, as well as following up on failed transactions, see the WebLink Transaction Review Guide. March 2010 Page 19

20 WebLink Administrative Module 5. WebLink Administrative Module The WebLink Administrative Module provides a way for WebLink users to perform a number of administrative tasks: Obtaining the URL of a form Setting options for forms Uploading images to use with forms Updating the Cascading Style Sheet (CSS) for the form (advanced users only) Editing the header and footer for each page of a form Setting properties for each field in a form: Hiding and Reactivating Fields Setting Fields to be Required Updating field labels and default values Setting item properties: Hiding or activating transactional items such as sessions and registration fees. Updating the quantity available Editing the Start and End Dates, Ledger Category and Session Name associated with an item Accessing the WebLink Administrative Module To access the WebLink Administrative Module for a form 1. Log into the Review and Acceptance Center (RAC). See page 7 for details. 2. Click on the edit link in the Name column. The WebLink Administrative Module appears: March 2010 Page 20

21 WebLink Administrative Module Customizing WebLink Forms The WebLink Administrative Module allows you to carry out a number of tasks for each form. Using the Link Information Screen Accessing the Link Information Screen To access the Link Information Screen 1. Access the WebLink Administrative Module for the form (see page 20). 2. Click on the Form Properties link in the left navigation bar, then click on the Link Information link. The Link Information screen appears: March 2010 Page 21

22 WebLink Administrative Module Creating or Editing the Friendly Link The Friendly Link for a form is an arbitrary, simplified URL that is easier for you and your constituents to remember and input than the literal URL (which is displayed in the Normal Link field). WebLink automatically redirects the Friendly Link URL to the Normal Link URL when you use the Friendly Link to navigate to your form. Because the Friendly Link is not a literal URL, you can enter or change it at any time. Note: If you change the Friendly Link for your form, anyone who tries to access the form using the old Friendly Link will no longer be able to do so. You should make sure to communicate the change in the Friendly Link URL to your constituents. To create or edit the Friendly Link 1. Edit the text in the Create Friendly Link field. This should typically be a short, informative name. It can only include alphanumeric characters. Do not include spaces in the name of the form (use underscore characters instead). 2. Click the Save button. Obtaining the URL for the Form The URL is provided in three different formats: Friendly Link: A readable, easy-to-remember URL which will redirect to the actual URL. Useful for form mailings and publications. Short Link: A shortened version of the Friendly Link suitable for instant messaging and social networking applications. This link is automatically generated each time a new Friendly Link is saved. Normal Link: The actual URL of the form. To obtain the URL for the form 1. To copy and paste the URL, click your cursor on the desired link to highlight it, then use your browser s copy and paste functions. Setting Options for Forms You can set a number of options related to the confirmation s that will be sent out when a WebLink form is filled out. To set the options for a form 1. Access the WebLink Administrative Module for the form (see page 20). 2. Click on the Form Properties link in the left navigation bar, then click on the link. The Link Information screen appears: March 2010 Page 22

23 WebLink Administrative Module 3. On the Basic Information tab, you can set the following options: Enable Confirmation s Send From Send a blind carbon copy to Subject Line The following options determine who will receive confirmation s: Send to individual completing form Send administrative copy If checked, the individual who filled out the form will receive a confirmation . If checked, additional copies of the confirmation will be sent to the addresses listed in the Send a blind carbon copy to fields below. The address you enter here will appear in the FROM field of the confirmation for this form. Enter up to four additional addresses that will receive copies of the confirmation sent to the administrator if the Send administrative copy option is checked. Enter the subject line for the confirmation s. Note that you can include the last name of the user who filled out the form by including the {UserLastName} field in the text of the subject line. a. Once you have set the options you want on the Basic Information tab, click the Save button to save your changes before continuing on to another tab. 4. On the Header and Footer tabs, you can edit the header and footer of the confirmation s. The header will appear before the body of the , and the footer will appear after the body of the . The editing process is identical for both the header and the footer. You can edit the header or footer in one of two different editing modes, which you can toggle between by clicking on the Normal/HTML link at the bottom of the screen. Normal Mode allows you to edit in a what-you-see-is-what-you-get fashion, similar to a word processor: March 2010 Page 23

24 WebLink Administrative Module Normal Mode HTML Mode allows you to edit the raw HTML tags, if you want to: HTML Mode a. The Add Image button allows you to add an image to your header or footer: i. Place your cursor where you want the image to appear. ii. Click the Add Image button screen appears: in the toolbar. The Add/Upload Image March 2010 Page 24

25 WebLink Administrative Module The screen displays images that have previously been uploaded to the WebLink server (see Uploading Images to Use with Forms and s, page Error! Bookmark not defined.). You can select an image from the screen, or upload new images from your computer. iii. To upload a new image from your computer: 1) Click on the Upload button in the Add/Upload Image screen. File Upload screen appears: The March 2010 Page 25

26 WebLink Administrative Module 2) Select the image file you want to upload and click the Open button. The File Upload screen will close, and the image will be uploaded to the WebLink server and will appear on the Add/Upload Image screen. iv. To add a previously-uploaded image, simply click on the image. You will be returned to the WYSIWYG editor, and the image will display in the spot where your cursor was located. b. Once you have finished editing the header or footer, click the Save button to save your changes before continuing on to another tab. Uploading Images to Use with Forms and s In order to use an image with your forms and s, you should first upload the image to the WebLin k server. This ensures that users are able to see the image when they read the or form. The following image formats are allowed: JPEG, GIF, PNG, BMP and TIFF. The width of a WebLink form is 700 pixels, so the images you upload should be no wider than that. To upload images to the server for use with forms and s 1. Access the WebLink Administrative Module for the form (see page 20). 2. Click on the Form Properties link in the left navigation bar, then click on the Images link. The Images screen appears: 3. Click the Browse button at the top of the screen to select an image file on your computer that you want to upload. The File Upload screen appears: March 2010 Page 26

27 WebLink Administrative Module 4. Select the image file you want to upload and click the Open button. The File Upload screen will close and you will return to the Images screen. The file location of the selected image file will appear in the field at the top of the screen. 5. Click the Upload button to upload the selected image file to the server. Editing, Saving and Restoring the Cascading Style Sheet (CSS) A Cascading Style Sheet (CSS) is a text file that contains formatting information for each of the elements of a web page. Typically, a single CSS style sheet is used to create the formatting for a number of different web pages, or possibly an entire website. Storing all of the formatting information in a single CSS file is much more efficient than recreating the same information in every web page. Warning! Changes to the CSS file will affect your entire form, and possibly all of your WebLink forms. We strongly recommend making a backup copy of the CSS file before you edit it. See Making a Backup Copy of the CSS File on page 28 for details. Editing a cascading style sheet is not a trivial task, and you should understand how CSS sheets work before attempting it. For a good free online tutorial on CSS sheets, we suggest the following: March 2010 Page 27

28 WebLink Administrative Module Making a Backup Copy of the CSS File It s a good idea to make a backup copy of your CSS file before you edit it. That way, if you encounter problems later on, you can just copy the contents of the backup file back into the Style Sheet field, and the previous CSS file will be restored. It also allows you to edit the CSS file using an external editor like Adobe Dreamweaver if you prefer. To make a backup copy of the CSS file 1. From the Style Sheet screen, right-click in the field that contains the contents of the CSS file, and select Select All. The entire contents of the field will be highlighted. 2. Right-click again and select Copy. The contents of the CSS file will be copied to your Windows clipboard. 3. Open the text editor of your choice. Tip: If you are saving the file using Windows Notepad, be sure to disable Word Wrap. This will prevent Notepad from inserting extra carriage returns into the middle of your lines of text. 4. Paste the contents of the CSS file into your text editor. 5. Save the file as a text file with a.css file extension, such as WebLinkBackup_ css. To restore the CSS file from your backup copy 1. Open the backup file in your text editor. 2. Copy the contents of the file into the Windows clipboard. 3. Access the Style Sheet screen. 4. Right-click in the style sheet field and select Select All. 5. Right-click again and select Paste. This ensures that the entire contents of the Style Sheet screen are replaced by the contents of your backup file. 6. Click the Save button to save your changes. March 2010 Page 28

29 WebLink Administrative Module Editing the CSS File To edit the CSS file 1. Access the WebLink Administrative Module for the form (see page 20). 2. Click on the Form Properties link in the left navigation bar, then click on the Style Sheet link. The warning screen for the Style Sheet screen appears: 3. Click the Continue button to proceed to the actual Style Sheet screen: 4. Edit the contents of the cascading style sheet in the field provided. March 2010 Page 29

30 WebLink Administrative Module Tip: But before you begin, now would be a great time to make a backup copy of the entire file. You can also use the backup copy to edit the CSS sheet with an external editor such as Adobe Dreamweaver. See Making a Backup Copy of the CSS File on page 28 for details. 5. Once you have made your edits, click the Save button to save your changes. Previewing the Current Style Sheet Settings You can preview the effects of your edits to your form from the Style Sheet screen. To preview your form using the current style sheet settings 1. From the Style Sheet screen, save your changes then click on the Preview Form button. Your form will open in a new window. 2. When you are done previewing the style changes to your form, close the form window using the red X button in the window title bar. Restoring the CSS File to the Previous Saved Version WebLink automatically makes a backup copy of the previous version of the CSS file whenever a new version of the file is saved. Note: Only one backup copy is kept, and it overwrites any previous backups of the CSS file. For a more secure backup, we recommend saving a local backup copy of the CSS file to a file on your computer before editing the CSS file. See Making a Backup Copy of the CSS File on page 28 for details. To restore the CSS file to the previous version 1. From the Style Sheet screen, click the Restore Previous Version button. The contents of the Style Sheet will revert to the previously saved version of the sheet. There is no confirmation or completion message. March 2010 Page 30

31 WebLink Administrative Module Editing the Header and Footer of a Page WebLink allows you to edit the header and footer that appear at the top and bottom of each page of a form. To edit the page header and footer 1. Access the WebLink Administrative Module for the form (see page 20). 2. Click on the Page Properties link in the left navigation bar, then click on the Header/Footer link. The Header/Footer page appears: Note: The Header/Footer screen opens to the first page of the form by default. To edit the header and footer of another page in the form, select that page from the Pages list at the top of the screen. 3. Select the Page Header tab to edit the header, or the Page Footer tab to edit the footer. 4. The header and footer editing options function identically to those for headers and footers. See Setting Options for Forms on page 22 for details on editing the header and footer. 5. When you have finished editing a header or footer, click the Save button at the bottom of the page to save your changes. 6. Click the Back button to return different page to edit. to the Select Page to Edit screen and choose a Previewing the Current Header and Footer You can preview how your form page will look with the current header and footer. March 2010 Page 31

32 WebLink Administrative Module To preview the current header and footer 1. From the Header/Footer screen, save your changes then click on the Preview Page button. Your page will open in a new window. 2. When you are done previewing the style changes to your page, close the window using the red X button in the window title bar. Setting Field Properties The Field Properties section of the WebLink Administrative Module allows you to set various properties for each of the fields in your forms. To set field properties for your form 1. Access the WebLink Administrative Module for the form (see page 20). 2. Click on the Field Properties link in the left navigation bar, then click on the Fields link. The Field Properties screen appears: 3. By default, the Field Properties screen is set to display the fields from all of the pages of the current form. To display only the fields from one single page, select that page from the Pages list at the top of the screen. 4. For each field, the following settings are available: Field Hide Fields Required Field Label Default The field name Check to hide the field. Hidden fields will not appear in the form, and are not editable by users. Check to make the field a required field that must be filled out by the user before the form can be accepted. The label that will appear for the field. The value that will appear in the field by default, if any. March 2010 Page 32

33 WebLink Administrative Module Value 5. If a field will appear as a list on the form, such as a drop down menu or radio button list, the Default Value field is replaced by a View/ Edit Choices link that allows you to edit the values that will appear in the list: a. Click on the View/Edit Choices link. An Edit Default Values screen will appear: b. To add a selection to the list: i. Click the Add New Value button at the bottom of the list. ii. In the new entry row that appears, enter the value that will appear in the form list, and the value that will be stored in the field. This allows you to use the full name of a country in the list, for instance, while storing the abbreviation or country code in the WebLink database. The value stored in the WebLink database is the sam e value that is imported into your system. c. To delete a selection from the list, click the red X to the left of the selection. d. Select the entry that you want to be the default value for the field in the Default column, or select Default to Blank if you want the field to be empty by default. e. When finished viewing or editing values, click the Save button to save your changes and return to the Field Properties screen, or click the Cancel button to return without saving changes. 6. When you are finished, click the Save button to save your changes. Editing Item Availability The Item Availability section of the WebLink Administrative Module allows you to set a number of options related to the availability of items from your WebLink forms. To set item availability options 1. Access the WebLink Administrative Module for the form (see page 20). March 2010 Page 33

34 WebLink Administrative Module 2. Click on the Item Properties link in the left navigation bar, and then click on the Availablity link. The Availability screen appears: 3. For each item, the following properties are available: Item Hide Item Qty Avail Screen Name Text to Display when Qty=0 The name of the item. This property is not editable in this screen. See Editing Item Details on page 34 for details on editing the item name. Check this box to hide the item. Hidden items are not displayed. If this box is not checked, and the quantity available is greater than 0, the item will be available for sale. The maximum quantity of the item that is available to be sold. For something like a class, this is the maximum number of attendees. The name of the item as you want it to appear in the website. This field can include HTML font formatting. The text that you want to display when no more of an item is available. This field can include HTML font formatting. 4. When you are finished, click the Save button to save your changes. Editing Item Details The Item Details section of the WebLink Administrative Module allows you to edit the basic information for the items sold through your WebLink forms. To set item details 1. Access the WebLink Administrative Module for the form (see page 20). 2. Click on the Item Properties link in the left navigation bar, and then click on the Details link. The Availability screen appears: March 2010 Page 34

35 WebLink Administrative Module 3. For each item, the following properties are available: Item Screen Name Amount Start Date End Date Category Cat Type The name of the item. In most cases, this matches the session name in your EZ-CAMP2 system. The name of the item as it will appear in your WebLink forms. This field can include HTML font formatting. The cost of the item. Use the format $X.XX to list the price. The starting date of a camp session. The ending date of a camp session. The EZ2 Category to which the item belongs. This entry must match a category in your EZ-CAMP2 system. The EZ2 Category type that corresponds to the category. Legal values are R (revenue), C (credit) or P (payment). 4. When you are finished, click the Save button to save your changes. March 2010 Page 35

36 Index Index accepting form entry records...14 Header/Footer adding forms to your website...5 forms button link sample code...5 holding form entry records CSS sheet...27 images deleting form entry records...14 uploading Item Properties Basic Information...22 Availablity Footer...22 Details Header...22 items images...26 activating options...22 availability entries category accepting...14 category type adding to website...5 details deleting...14 hide holding...14 quantity available processing...10 quantity=0 message reviewing...10 screen name Field Properties setting name Fields...32 Link Information Form Ent ry Detail View...11 logging into administrator's area... 7 Form Ent ry Summary Page Properties Form Properties Header/Footer processing forms Images reviewing forms Link Information...21 sample code... 5 Style Sheet...27 SofterWare forms contacting... 3 customizing...21 style sheet header and footer...31 support, contacting... 3 URLs...21 text link sample code Friendly Link WebLink Administrative Module March 2010 Page 36