7. Content

The Contents tab is used to access many functions that relate to the content, structure, and handling of the pages, templates, components, and files of your web site. From the Content tab you can access and edit pages, templates, and components. You can transfer files, to and from your local computer to the web site. You can also access and edit or create surveys. WARNING: The Content tab is normally an area used by developers. As such, Site Administrators should exercise caution when using this tab. Changes made here can and do affect the entire catalog. If you are not sure of what you are doing, don’t do it. Contact your Interchange Developer!

Briefly, a Page is the entire HTML page that is viewed on the website. A Template is a way to structure a page, or how it is arranged. Slots are areas within the template that are created to hold Components. Components are somewhat self-contained “modules” created to be portable and used within the page. Components are meant to be useable in many different situations. For example, you may anticipate wanting to have a small search box that your customers can use to locate products on your site. You may not want this search box on all pages, only some of them. And you may want it in a different location on the page depending on which page it is! Components and slots, allow you to place the slots where you want them, and then put a component into the slot. The links below provide descriptions on how to create Pages, Templates, slots, and even Components. Components can be complex and you may want to contact your Interchange Developerfor assistance.

The content tab has a slightly different layout from the Orders, Customers, and Items tabs. Each of those deals with individual items that are added, edited, or dropped according to established business rules. The content tab is used more in the design mode, and directly affects the appearance of your site. So you will not find the familiar “limit with search” box or other utilities that allowed you to manipulate Orders, Items, or Customers.

The Content tab has 2 levels of sub tabs, unlike most of the other Main level tabs, which only have 1 level of sub tabs. The two layers of sub tabs only affect 2 of the tabs, Content Edit, and Surveys. The layout for the Content tab is shown in the image, and described below.

7.1 Content Edit

The content editor tab consists of 3 sub tabs. Page Edit, Template Edit, and Component edit.

 

7.1.1 – Content – Content Edit – Page edit

The page editor is the “Master” view of your pages. From this view you can control what your page looks like, and what goes onto it. In general, as mentioned above, the Page is at the top of the design structure. You can use a Template to help layout your page, or you can do it from scratch. You can add pre-built Components to the page, to speed up the process of building a page.

When you access the Page edit tab, as in the example above you will see a list of folders and pages.

You will also see a link to a New Page. This link allows you to create a new page.

The next link in line is the . This allows you to upload a file from your local computer to the current directory.

To access pages in one of the folders shown, simply click on the folder and the contents will be displayed. To return up a directory, click on the .. [parent directory] link.

To access an existing page for edit or deletion, simply click on the page name and the link will take you to the edit page screen.

Not shown but also important: When you have a page that you are working on that has not yet been published, an In Process section will be displayed. This will show which pages are currently being worked on, but have not yet been Published. In addition, the page(s) that have not been published will be listed as links, so that you can easily navigate to them to finish your work. Along with each page link, will be a (cancel) link, which allows you to simply click on the link to DISCARD any pending changes and revert the page back to the state it was in prior to your edit session. If you have any pages that have not been published, you will also see the following link: Purge all in-process (including page, template, component edits) This link will revert all pages that you may have in progress, which have not been published. This Purge all link will be seen in Page Edit, Template Edit, and Component edit whenever there is a page, template, or component that has been worked on but not edited.

7.1.1a – Content – Content Edit – Page edit – New Page

The New page screen is quite simple, you select a name for your new page and if you like, a template. There can be many template choices, depending on your setup, but the demo has 3 templates with 4 choices: No template, Page with top/bottom areas only, content in middle, Page with top/left areas, Page with top/left/right areas. We will talk more about templates in the Template section. Click on the Create Page button. Now that you have created a Page, you are taken to the Content Editor .

7.1.1b – Content – Content Edit – Page edit – New File

The New File page allows you to upload a file from your local machine to the web site. First make sure you are in the folder that you wish to upload your file to. Next, click on the (new file) link from the Page Edit screen. You will be taken to the screen shown above. Click on the Browse button and select the file from your disk location, or type in the path to the file that you wish to Upload. Next, select the Upload mode. Use ASCII for text files and Binary for images. If in doubt, choose ASCII. Next choose a backup mode. The backup mode simply saves a copy of the original file if you are uploading a file that has the same name as one on the web server.

 

7.1.1c – Content – Content Edit – Page edit – Content Editor

The content editor page is shown above. There is a lot of information on this page, and much more information is accessible from this page. I will try to give you a brief example of the steps you might use to edit a page in your catalog using the content editor and discuss each area and it’s use individually.

I have put the “aboutus.html” page up as an example, because it is a relatively simple page. So lets say I want to edit the page. There are many ways to edit the page, but I will describe as broadly as I can a basic approach for editing.

  • Name: and Source: - The first thing I will want to check after arriving here from the page link is that I have the right page up here to edit. This is reflected in the Name:, and Source: fields. In the example I have Name: aboutus.html, and Source: pages/aboutus.html. This is correct so I will move on to the next thing, the Template.

  • Template: - This is located at the top of the screen, to the right of Name and Source, and about in the middle of the page. There is a dropdown box and it is labeled Template. In the example, I have “Page with top/left areas” as my template. If you want to change the template, you would use the dropdown window and choose one of the templates. You can also create your own templates. Once I have chosen a template, I would click on Change Template, and the new template will be applied to this page. If you decide to change the template, you will get a warning :”This may delete components from your configuration, Continue?” If the page is new, or you do not care about changing the components, click OK and the new template will be applied.

  • Slot List – On the left hand side of the screen, there is a list of slots, and their contents. In the example, the contents of the slots are: PREAMBLE, search_box_small, category_vertical, empty, empty, CONTENT, promo, and POSTAMBLE. Each of these slots is a holding area within the template. A slot does not have to hold anything, or it can hold whatever you wish to put into it. The first slot contains PREAMBLE. In the example PREAMBLE AND POSTAMBLE are special slots, and precede or follow all slots or control settings. Because these two slots are special, they cannot hold components and can only hold text or html. The next two slots after PREAMBLE hold components. The two components in the example are a search box, and a vertical category list. Next slot down is another special slot called CONTENT. Content is meant to hold the main HTML for the page. This slot will probably be the one that most Administrators will edit. This area normally contains the main content or message for the page. Next slot in line is filled with the component “promo”. Promo is a component that displays currently selected products that have been designated to be involved with a promotion. Finally comes the slot that contains POSTAMBLE, which we discussed previously in this section.

  • Representation – Next on the page is the Representation section. This displays the List of Slots discussed above, as they would be seen on the page. So in the example you can see that the search_box_small, and the category_vertical, will be displayed in slots 1 and 2, which will be located on the left side of the page, with the content in the middle. Slots 4 which is empty, would be displayed above the content, and slot 6 which is the “promo” component, would be displayed below the content. Preamble and Postamble would of course be at the extreme top and bottom of the page respectively.

  • Center section – The center section of the page will display various things depending on your choices from the areas described above. But for now, lets look at the Demo. The content area is currently displayed in the center of the page. Here you can edit, cut, paste, or otherwise manipulate your HTML for the content portion of the page. Other displays will be shown depending on your selection of slot. For example, if you choose PREAMBLE, there will simply be a text box into which you can enter HTML that will be displayed on the page. If you select a slot that contains a component, the component attributes and how it is to be displayed will be shown. With all component displays, the first item on the display will be a drop down labeled “Component”. It will display the current component choice, but you can also chose from a list of available components which component you would like to have displayed in this slot. If you click on an empty slot link, you will get just the dropdown window with the “No Component

  • Page Controls – The small gray box at the top right corner of the page is for Page controls. If you click on either of the links, page title, or members only, you will see a screen in the center section that will allow you to set the page control values for Page Title, as well as a “Members only” value. The Page Title value will insert whatever text you enter as the page title into the templates’ html (and subsequently into the final html version of the page). You can use Interchange variables such as “Welcome to __COMPANY__”. The “members only” control allows you to select one of two values, yes or no. If you select yes, the value is passed to code in the template, which sets the page so that only logged in members can access it. If they are not logged in, they will be bounced to the login page. Other page controls are possible depending on your set up. Consult your Interchange Consultant for more details. If you change one of the settings, the small box within page controls will display a check mark.

  • Buttons and their uses – Finally, I have saved buttons for last, because that is when you will normally use them. After you complete a change in the center section, be it to content, page controls, or a component, you have to click on either the SAVE or OK button within the center section. This saves TEMPORARILY the changes you have made. If you want to VIEW these changes before committing them, you can use the PREVIEW button. This will show you the page, as it will appear with the changes you have made. Once you are satisfied with how your page looks, you can commit the changes or PUBLISH the page by clicking on the Publish button. This will commit the changes you have made, and the page will be Published to the website with the new changes. You cannot “Undo” a publish, so use the Preview button until you are SURE that the page is the way you want it. (Better yet, make a backup)

 

7.1.2 – Content – Content Edit – Template edit

The edit template tab is the “Master” view of your Templates. There are two main sections, Edit templates and Existing Templates. The Edit Templates section simply contains the New Template link, which allows you to create a new template from scratch. The Existing Templates simply gives a list of links so that you can edit existing templates.

7.1.2a – Content – Content Edit – Template edit – New Template

The first page you will come to after selecting the New Template link is the Template Name. Simply enter a name for your new template, and click on the Create New Template button, which will bring you to the following screen:

The edit new template page has 3 main areas. It is similar to the page edit tab in that the left hand area of the page has 2 selectable areas, and the right hand or center area displays the selection you make from the left hand column. Templates are complex and should only be created by an experienced Interchange developer. There are 4 areas all told on the edit new template page and they are:

  • Template Attributes – This area simply contains the Description text window in which you will put a short description of your template.

  • Template Controls – Allows you to add page control items such as “Page Title” and “Members Only”. (see Existing Template Edit example) Controls added here, must be accounted for in the Page Layout areas, generally the top area. The controls are created as a placeholder for parameters that the user can select for each page.

  • For example, the control page_title, creates a control structure, that the developer will use when creating a new page using the UI, to identify the title of the page. To elaborate a little further, lets say you create a control such as page_title in the template “newtemplate”, and then place the corresponding reference to “page_title” into a Template area such as newtemplate_top shown in the example above. Then when the template “newtemplate” is used to create a page, the page_title control can be given a value. Lets say we insert the text string “My New Page” into the value field, and that value will be passed to the placeholder we created in newtemplate_top. We use the term placeholder, because you can pass not only literal values to this placeholder, but Interchange Variables as well. So we could have passed “__COMPANY__” which is an Interchange variable that would display the company name.

  • In the case of Members only, some interchange code is inserted into newtemplate_top, and a control mechanism is set up to pass either a yes or no parameter to the code. In that case, only a value of yes or no is needed, so the control is created as a select box with two options, yes or no to choose from.

To create a new control, you click on the link Add a new control. This will bring up a selection window in the center or right area as shown above in the example. Once a control is created, they have some common features. Each has a name that is a link. Click on the link to bring up the central edit window for the control. The control that is being operated on will have a different background color, typically gray, to distinguish it from the other controls. Each control has a Label, or a user-friendly name for the control. Each has a Widget type, which displays what type of widget the control is using. Next there is a list of Actions, delete, up, and down. The delete link will delete the control, up will move the display of the control up one place, and down will move the display of the control down one place. One final common feature is the checkbox, which will contain a check if you modify the control from the center display window.

There are 3 selections to fill in or chose from so we will discuss each in turn.

  • Main

  • Identifier – This will be the identifier that you will use in the template area to be a placeholder for whatever value is selected or entered by the user when creating a page and defining the Page controls.

  • Label – User-friendly name to identify the control.

  • Default Value – Example: If this was the Page Title control, you may want to put in a value so if the user does not select one, your pages will still have a title.

  • Widget type – This allows the developer to choose which type of value selector is most appropriate for the control. For example, the Page Title control might have a text entry type so that the user could type in whatever title they wished, while the Members only control is really a vehicle to pass parameters to the code within the template, so the developer may want to limit the possible parameters available to the user to pass to the code by using a Multiple Select type.

  • Width – Define width for text, text area, and select boxes.

  • Height – Define height for select and text area type widgets.

  • Options – Used in conjunction with Select or Combo type widgets. Comma separated values, value=label format, label is the displayed choice and value is the value passed when label is chosen. Example, the Members only control, you want to pass a yes or no to the code in the template, options would be:

yes=Yes, no=No

  • Filters – Filters can be used to constrain what types of data is entered. For example, if you want only alpha characters in your Page title, you could select A-Za-z_0-9 as your filter. If you are selecting from database you may use DB Lookup, and so on.

  • Database Lookup – You can use database fields (instead of Options) to populate some types of widgets that you chose above. The following boxes allow you to configure which table to use, and which fields from that table to use in populating your widgets.

  • Lookup select – Use this box to supply lookup field that will be used for populating certain widget types selected above. (Select, Combo, etc) This will be used as the look up field if “Field for Lookup” is empty. If you use this box, it is assumed that you are using ONE field for lookup, and that field is in the products table. If you want to use more than one field, or fields from a table other than products, you must use the Field for Lookup box.

  • Field for Lookup – Use this box to supply lookup values that will be used for populating certain widget types selected above. (Select, Combo, etc) Can select two fields from the same table, separate with commas, and the second field will be used as a Label, while the first one will be used as the value for this selection.

  • Lookup table – Use this to select a table if other than products is to be used. “Products” is the default table when this table window is blank.

  • Help and misc

  • Help – This is help text that will be displayed next to the widget. You can enter comments here that may help the user in deciding how to use the particular control.

  • Help URL – If a control is particularly complex, you can provide a URL to display a more in depth description of the control usage. Provide a full link, ie http://www.myhelp.com/myhelppage.html , or you can provide a page reference such as myhelppage.html, and a url will be generated to the admin directory as in: http://demo.icdevgroup.org/i/demo1/admin/myhelppage.html

  • Prepend HTML – This allows you to put any HTML code in next to the widget you selected above. This HTML will be located directly before the widget. You can also insert standard Interchange links such as <a href=”[area index]”>index</a> and the links will point to the regular catalog location rather than the admin.

  • Append HTML – This allows you to put any HTML code in next to the widget you selected above. This HTML will be located directly after the widget. You can also insert standard Interchange links such as <a href=”[area index]”>index</a> and the links will point to the regular catalog location rather than the admin.

  • Pre_Filter – You can filter data coming from the data field. Filters above place restrictions on data going to the database, Pre_Filter can place restrictions on or format data coming from the database.

The final selectable area in the Template Edit New is the Page Layout. The Page Layout area normally contains template areas, NAME_OF_TEMPLATE_TOP, and NAME_OF_TEMPLATE_BOTTOM. Each of these template areas is a link, which will change; you guessed it, the center display to show the contents of the selected area. To begin with, all that will be shown in the Page Layout window will be the Template area name, a checkbox “changed”, and the words No Component. Most Interchange templates are made up of two html pages, a Top and a Bottom. Like everything in Interchange, flexibility is key. If you look at one of the existing templates in Interchange, you can see that most of the HTML for the entire template is located in the Top area, and the Bottom area pretty much just closes things up. You can set up your template in an HTML editor, and then transfer that in pieces, to Top and Bottom areas. A simple trick is to create the page as you want it to appear, then put in comments where you want to start and end each section, for example

<!—Start top here All of your top area html here <!—end top here<!—start bottom here All of your bottom area html <!—end bottom here

Then simply cut and paste into the appropriate template areas. See an example of this commenting highlighted in blue here. We will discuss components in the next section, but remember to plan to make use of this powerful Interchange feature when designing your template. A component is a somewhat self-contained module that can be defined in Interchange, and called from within the template. To insert a component into your template, you need to create an area or slot for the component. You can create several slots in different areas of your template. The nice part about it is that you do not have to use the slot, unless you need it.

To create a slot for a component, you will need to plan the page out in advance. Do you want a column down the left side of your page that you can insert components into? Do you want to have a spot at the bottom of the page for a component or two? You can put the slots virtually anywhere, but you need to plan your page in advance. So the first step is to create an HTML location for the slot. Do this by simply creating an HTML template as mentioned earlier, but build with slots in mind. For example you may have a table that is 3 columns wide. The first column may contain an area for small search boxes and shopping cart components. The second column may be quite a bit wider and contain room for the main content of the page, and the third column may contain an area for additional “Best seller” components. They can be arranged in any way you like.

Now that you have a space for a slot, you put in the slot itself. You do this by inserting one of the following:

  • [component group=vertical] – A vertical slot is used where the component will be narrow, such as a left or right column bar, and is appropriate for such things as Search Box Small, Small cart for left/right display, Products Tree, and so on.

  • [component group=horizontal] – A Horizontal slot normally used above or below the main content area. In most cases it is best to use the component group content type.

  • [component group=content] – A Horizontal slot normally used above or below the main content area. Many of the components can be adjusted to use varying numbers of columns and rows, and return a requested number of items, as with Best Sellers. You can experiment with what works the best for your application.

I have included an example from the Demo template “Page with top/left areas” below, with the component slots highlighted in yellow. Also I highlighted in light blue an example of the commenting technique I mentioned earlier, which helps you lay out your template.:

Finally, once you have finished creating your template, you need to save it. You can do that by clicking on the OK button every time you make a change in the center window, and then by clicking on the Publish button when you are ready to commit your changes. Clone Template: You can easily create a new template based on an existing template by entering a name for your new template into the New Name window, and click on Publish. This will create a new template based on the one you are currently working on.

7.1.2b – Content – Content Edit – Template edit – Existing Template

The edit existing template page has 3 main areas. It is similar to the page edit tab in that the left hand area of the page has 2 selectable areas, and the right hand or center area displays the selection you make from the left hand column. WARNING: Templates are complex and should only be edited by an experienced Interchange developer. There are 4 areas all told on the edit new template page and they are:

  • Template Attributes – This area simply contains the Description text window in which you will put a short description of your template.

  • Template Controls – Allows you to add or edit page control items such as “Page Title” and “Members Only”. Controls added here, must be accounted for in the Page Layout areas, generally the top area. The controls are created as a placeholder for parameters that the user can select for each page.

  • For example, the control page_title, creates a control structure, that the developer will use when creating a new page using the UI, to identify the title of the page. To elaborate a little further, lets say you create a control such as page_title in the template “leftonly”, and then place the corresponding reference to “page_title” into a Template area such as leftonly_top shown in the example below. Then when the template “leftonly” is used to create a page, the page_title control can be given a value. Lets say we insert the text string “My New Page” into the value field, and that value will be passed to the placeholder we created in leftonly_top. We use the term placeholder, because you can pass not only literal values to this placeholder, but Interchange Variables as well. So we could have passed “__COMPANY__” which is an Interchange variable that would display the company name.

  • In the case of Members only, some interchange code is inserted into leftonly_top, and a control mechanism is set up to pass either a yes or no parameter to the code. In that case, only a value of yes or no is needed, so the control is created as a select box with two options, yes or no to choose from. This allows the developer to control the user input.

To create a new control, you click on the link Add a new control. This will bring up a selection window in the center or right area as shown above in the example. Once a control is created, they have some common features. Each has a name that is a link. Click on the link to bring up the central edit window for the control. The control that is being operated on will have a different background color, typically gray, to distinguish it from the other controls. Each control has a Label, or a user-friendly name for the control. Each has a Widget type, which displays what type of widget the control is using. Next there is a list of Actions, delete, up, and down. The delete link will delete the control, up will move the display of the control up one place, and down will move the display of the control down one place. One final common feature is the checkbox, which will contain a check if you modify the control from the center display window.

There are 3 selections to fill in or chose from so we will discuss each in turn.

  • Main

  • Identifier – This will be the identifier that you will use in the template area to be a placeholder for whatever value is selected or entered by the user when creating a page and defining the Page controls.

  • Label – User-friendly name to identify the control.

  • Default Value – Example: If this was the Page Title control, you may want to put in a value so if the user does not select one, your pages will still have a title.

  • Widget type – This allows the developer to choose which type of value selector is most appropriate for the control. For example, the Page Title control might have a text entry type so that the user could type in whatever title they wished, while the Members only control is really a vehicle to pass parameters to the code within the template, so the developer may want to limit the possible parameters available to the user to pass to the code by using a Multiple Select type.

  • Width – Define width for text, text area, and select boxes.

  • Height – Define height for select and text area type widgets.

  • Options – Used in conjunction with Select or Combo type widgets. Comma separated values, value=label format, label is the displayed choice and value is the value passed when label is chosen. Example, the Members only control, you want to pass a yes or no to the code in the template, options would be:

yes=Yes, no=No

  • Filters – Filters can be used to constrain what types of data is entered. For example, if you want only alpha characters in your Page title, you could select A-Za-z_0-9 as your filter. If you are selecting from database you may use DB Lookup, and so on.

  • Database Lookup – You can use database fields (instead of Options) to populate some types of widgets that you chose above. The following boxes allow you to configure which table to use, and which fields from that table to use in populating your widgets.

  • Lookup select – Use this box to supply lookup field that will be used for populating certain widget types selected above. (Select, Combo, etc) This will be used as the look up field if “Field for Lookup” is empty. If you use this box, it is assumed that you are using ONE field for lookup, and that field is in the products table. If you want to use more than one field, or fields from a table other than products, you must use the Field for Lookup box.

  • Field for Lookup – Use this box to supply lookup values that will be used for populating certain widget types selected above. (Select, Combo, etc) Can select two fields from the same table, separate with commas, and the second field will be used as a Label, while the first one will be used as the value for this selection.

  • Lookup table – Use this to select a table if other than products is to be used. “Products” is the default table when this table window is blank.

  • Help and misc

  • Help – This is help text that will be displayed next to the widget. You can enter comments here that may help the user in deciding how to use the particular control.

  • Help URL – If a control is particularly complex, you can provide a URL to display a more in depth description of the control usage. Provide a full link, i.e. http://www.myhelp.com/myhelppage.html , or you can provide a page reference such as myhelppage.html, and a url will be generated to the admin directory as in: http://demo.icdevgroup.org/i/demo1/admin/myhelppage.html

  • Prepend HTML – This allows you to put any HTML code in next to the widget you selected above. This HTML will be located directly before the widget. You can also insert standard Interchange links such as <a href=”[area index]”>index</a> and the links will point to the regular catalog location rather than the admin.

  • Append HTML – This allows you to put any HTML code in next to the widget you selected above. This HTML will be located directly after the widget. You can also insert standard Interchange links such as <a href=”[area index]”>index</a> and the links will point to the regular catalog location rather than the admin.

  • Pre_Filter – You can filter data coming from the data field. Filters described above place restrictions on data going to the database, Pre_Filter can place restrictions on or format data coming from the database.

The final selectable area in the Template Edit Existing Templates is the Page Layout. The Page Layout area normally contains template areas, NAME_OF_TEMPLATE_TOP, and NAME_OF_TEMPLATE_BOTTOM. Each of these template areas is a link, which will change; you guessed it, the center display to show the contents of the selected area. To begin with, all that will be shown in the Page Layout window will be the Template area name, a checkbox “changed”, and the words No Component. Most Interchange templates are made up of two html pages, a Top and a Bottom. Like everything in Interchange, flexibility is key. If you look at one of the existing templates in Interchange, you can see that most of the HTML for the entire template is located in the Top area, and the Bottom area pretty much just closes things up. You can set up your template in an HTML editor, and then transfer that in pieces, to Top and Bottom areas. A simple trick is to create the page as you want it to appear, then put in comments where you want to start and end each section, for example

<!—Start top here All of your top area html here <!—end top here<!—start bottom here All of your bottom area html <!—end bottom here

Then simply cut and paste into the appropriate template areas. See an example of this commenting highlighted in blue here. We will discuss components in the next section, but remember to plan to make use of this powerful Interchange feature when designing your template. A component is a somewhat self-contained module that can be defined in Interchange, and called from within the template. To insert a component into your template, you need to create an area or slot for the component. You can create several slots in different areas of your template. The nice part about it is that you do not have to use the slot, unless you need it.

To create a slot for a component, you will need to plan the page out in advance. Do you want a column down the left side of your page that you can insert components into? Do you want to have a spot at the bottom of the page for a component or two? You can put the slots virtually anywhere, but you need to plan your page in advance. So the first step is to create an HTML location for the slot. Do this by simply creating an HTML template as mentioned earlier, but build with slots in mind. For example you may have a table that is 3 columns wide. The first column may contain an area for small search boxes and shopping cart components. The second column may be quite a bit wider and contain room for the main content of the page, and the third column may contain an area for additional “Best seller” components. They can be arranged in any way you like.

Now that you have a space for a slot, you put in the slot itself. You do this by inserting one of the following:

  • [component group=vertical] – A vertical slot is used where the component will be narrow, such as a left or right column bar, and is appropriate for such things as Search Box Small, Small cart for left/right display, Products Tree, and so on.

  • [component group=horizontal] – A Horizontal slot normally used above or below the main content area. In most cases it is best to use the component group content type.

  • [component group=content] – A Horizontal slot normally used above or below the main content area. Many of the components can be adjusted to use varying numbers of columns and rows, and return a requested number of items, as with Best Sellers. You can experiment with what works the best for your application.

I have included an example from the Demo template “Page with top/left areas” below, with the component slots highlighted in yellow. Also I highlighted in light blue an example of the commenting technique I mentioned earlier, which helps you lay out your template.:

Finally, once you have finished creating your template, you need to save it. You can do that by clicking on the OK button every time you make a change in the center window, and then by clicking on the Publish button when you are ready to commit your changes. You can easily create a new template based on an existing template by entering a name for your new template into the New Name window, and click on Publish. This will create a new template based on the one you are currently working on.

 

7.1.3 – Content – Content Edit – Component edit

We have discussed what components are, and where they are used, now lets see how to create and edit one. Shown above is the main component edit screen. There are two sections to this screen; one is inaptly named Edit Components, and the other Existing Components. The first section should be named Create New Component, and the second should be named Edit Existing Component. Lets start with creating a new Component.

 

7.1.3a – Content – Content Edit – Component edit – New Component

Once you select the New Component link you are taken to the screen above, where you enter a name for your new component. Use alpha characters only. Then click on the Create New Component button.

The Edit New Component page has four areas. It is similar to the page edit tab in that the left hand area of the page has 2 selectable areas, and the right hand or center area displays the selection you make from the left hand column. WARNING: Components are complex and should only be created by an experienced Interchange developer. There are four areas on the edit new component page and they are:

  • Component Attributes – This area contains the Description, Classes, and Groups text windows.

  • The Description window is used to create a descriptive name for your component. It can contain multiple words such as “Best Sellers”.

  • The Classes window describes what class the component is, and consequently where it can be used. For example, as described in the Template section there are 3 types of slots, or classes, vertical, horizontal, and content. Your component has to fit into one or more of those types of slots. So if you make a component that will be used to display a small search window for the left side of the screen, you would probably want the search window to be narrow, and as such you would put it in the vertical class. If on the other hand you want to build a component that will be displayed just below your main content window, and it will have 3 columns, then you would want that to be either a horizontal or content class.

  • Groups - This is simply a descriptive term you can use to group your components, such as promotions, informational, search, and so on. This will determine what type of component it is, whether it is vertical or a content (horizontal) style component and where in the template it is allowed to be located.

  • Component HTML – This is the meat of the component, when selected the center area becomes an editable area that you can insert the HTML that will make up the bulk of your component. The HTML for your component can consist of standard HTML, Interchange tags, and component or control tags. You can use an HTML editor to prepare the initial structure for your component. Keep in mind that the component may be placed in many different locations, so % sizes are preferable to fixed widths and so on. Once you build the general structure, you can add basically anything you would have in an Interchange page, only this component can be reused in many areas. Component controls described next, can be used within your component to allow a user to chose various attributes or controls that they would like to use for a particular use of the component.

  • Component Controls – Allows you to add or edit component control items. Controls added here, must be accounted for in the Component HTML area. The controls are created as placeholders for parameters that the user can select for to configure each component.

  • For example, lets say we want to have a Best Sellers component. We create the HTML for the component, and we want to have a title or banner that the user can change, depending on the use of the component. We don’t know what the banner will say; we just know we want a banner there that the user can change. So in the HTML we might put the following:

<td class="someclass">

[control name=banner default="Best sellers..."]

</td>

This will be our banner, and if the user does not specify otherwise, the display will be “Best sellers…”

Next we would create a control (as described below) with the name “banner”. We would use “banner” for the identifier, and text entry for the widget type. That’s about it. We could also enter a default value, but we already have it in the HTML so it’s really not necessary. Now when the user selects our component to add into his page, he will simply enter whatever text value he wants into the widget, and when the page loads the banner will take the place of our [control name=banner] tag.

  • In the example above we created a control that would accept text input. You can also create controls that will accept a variety of input. You can have True/False input, a list of products, and many more. This is only meant to show you the mechanics of how component controls work. The rest is up to the Interchange developer.

To create a new control, you click on the link Add a new control. This will bring up a selection window in the center or right area as shown below in the example. Once a control is created, they have some common features. Each has a name that is a link. Click on the link to bring up the central edit window for the control. The control that is being operated on will have a different background color, typically gray, to distinguish it from the other controls. Each control has a Label, or a user-friendly name for the control. Each has a Widget type, which displays what type of widget the control is using. Next there is a list of Actions, delete, up, and down. The delete link will delete the control, up will move the display of the control up one place, and down will move the display of the control down one place. One final common feature is the checkbox, which will contain a check if you modify the control from the center display window.

When you create a control, as shown above, within the center window there are 3 selections to fill in or chose from so we will discuss each in turn.

  • Main

  • Identifier – This will be the identifier that you will use in the component area to be a placeholder for whatever value is selected or entered by the user when using a component.

  • Label – User-friendly name to identify the control.

  • Default Value – Example: If this was the banner control, you may want to put in a value so if the user does not select one, your Best sellers section will still have a title.

  • Widget type – This allows the developer to choose which type of value selector is most appropriate for the control. For example, the banner control might have a text entry type so that the user could type in whatever title they wished, while the another control may really be a vehicle to pass parameters to the code within the component, so the developer may want to limit the possible parameters available to the user to pass to the code by using a Multiple Select type.

  • Width – Define width for text, text area, and select boxes.

  • Height – Define height for select and text area type widgets.

  • Options – Used in conjunction with Select or Combo type widgets. Comma separated values, value=label format, label is the displayed choice and value is the value passed when label is chosen. Example, the Members only control, you want to pass a yes or no to the code in the component, options would be:

yes=Yes, no=No

  • Filters – Filters can be used to constrain what types of data is entered. For example, if you want only alpha characters in your Page title, you could select A-Za-z_0-9 as your filter. If you are selecting from database you may use DB Lookup, and so on.

  • Database Lookup – You can use database fields (instead of Options) to populate some types of widgets that you chose above. The following boxes allow you to configure which table to use, and which fields from that table to use in populating your widgets.

  • Lookup select – Use this box to supply lookup field that will be used for populating certain widget types selected above. (Select, Combo, etc) This will be used as the look up field if “Field for Lookup” is empty. If you use this box, it is assumed that you are using ONE field for lookup, and that field is in the products table. If you want to use more than one field, or fields from a table other than products, you must use the Field for Lookup box.

  • Field for Lookup – Use this box to supply lookup values that will be used for populating certain widget types selected above. (Select, Combo, etc) Can select two fields from the same table, separate with commas, and the second field will be used as a Label, while the first one will be used as the value for this selection.

  • Lookup table – Use this to select a table if other than products is to be used. “Products” is the default table when this table window is blank.

  • Help and misc

  • Help – This is help text that will be displayed next to the widget. You can enter comments here that may help the user in deciding how to use the particular control.

  • Help URL – If a control is particularly complex, you can provide a URL to display a more in depth description of the control usage. Provide a full link, ie http://www.myhelp.com/myhelppage.html , or you can provide a page reference such as “myhelppage.html”, and a url will be generated to the admin directory as in: http://demo.icdevgroup.org/i/demo1/admin/myhelppage.html

  • Prepend HTML – This allows you to put any HTML code in next to the widget you selected above. This HTML will be located directly before the widget. You can also insert standard Interchange links such as <a href=”[area index]”>index</a> and the links will point to the regular catalog location rather than the admin.

  • Append HTML – This allows you to put any HTML code in next to the widget you selected above. This HTML will be located directly after the widget. You can also insert standard Interchange links such as <a href=”[area index]”>index</a> and the links will point to the regular catalog location rather than the admin.

  • Pre_Filter – You can filter data coming from the data field. Filters described above place restrictions on data going to the database, Pre_Filter can place restrictions on or format data coming from the database.

Finally, once you have finished creating your component, you need to save it. You can do that by clicking on the OK button every time you make a change in the center window, and then by clicking on the Publish button when you are ready to commit your changes. You can easily create a new component based on an existing component by entering a name for your new component into the New Name window, and click on Publish. This will create a new component based on the one you are currently working on.

7.1.3b – Content – Content Edit – Component edit – Existing Component

The Edit Existing Component page has four areas. It is similar to the page edit tab in that the left hand area of the page has 2 selectable areas, and the right hand or center area displays the selection you make from the left hand column. WARNING: Components are complex and should only be created by an experienced Interchange developer. There are four areas on the edit existing component page and they are:

  • Component Attributes – This area contains the Description, Classes, and Groups text windows.

  • The Description window is used to create a descriptive name for your component. It can contain multiple words such as “Upsell” shown in the example above.

  • The Classes window describes what class the component is, and consequently where it can be used. For example, as described in the Template section there are 3 types of slots, vertical, horizontal, and content. Your component has to fit into one or more of those types of slots. So if you make a component that will be used to display a small search window for the left side of the screen, you would probably want the search window to be narrow, and as such you would put it in the vertical class. If on the other hand you want to build a component that will be displayed just below your main content window, and it will have 3 columns, then you would want that to be either a horizontal or content class. In the example above, both Content and Vertical are specified.

  • Groups - This is simply a descriptive term you can use to group your components, such as promotions, informational, search, and so on. This will determine what type of component it is, whether it is vertical or a content (horizontal) style component and where in the template it is allowed to be located.

  • Component HTML – This is the meat of the component, when selected the center area becomes an editable area that you can insert the HTML that will make up the bulk of your component. The HTML for your component can consist of standard HTML, Interchange tags, and component or control tags. You can use an HTML editor to prepare the initial structure for your component. Keep in mind that the component may be placed in many different locations, so % sizes are preferable to fixed widths and so on. In the example above you can notice that the table width is a percentage. In addition, if you look closely you will see that the control col, is actually a control to set the number of columns that will be displayed in the component. (see the cols = “[control cols 2]”) So once you build the general structure, you can add basically anything you would have in an Interchange page, only this component can be reused in many areas. Component controls described next, can be used within your component to allow a user to chose various attributes or controls that they would like to use for a particular use of the component.

  • Component Controls – Allows you to add or edit component control items. Controls added here, must be accounted for in the Component HTML area. The controls are created as placeholders for parameters that the user can select for to configure each component.

  • For example, lets say we have the Upsell component. We created the HTML for the component, and we want to have a title or banner that the user can change, depending on the use of the component. We don’t know what the banner will say; we just know we want a banner there that the user can change. So in the HTML we might put the following (you can locate this in the screen shot above):

 

[control name=banner default="[L]Other items you may like[/L]"]

 

This will be our banner, and if the user does not specify otherwise, the display will be “Other items you may like …”

Next we would create a control (as described below) with the name “banner”. We would use “banner” for the identifier,

and text entry for the widget type. That’s about it. We could also enter a default value, but we already have it in the HTML

so it’s really not necessary. Now when the user selects our component to add into his page, he will simply enter whatever

text value he wants into the widget, and when the page delivers the banner will take the place of our [control name=banner] tag.

  • In the example above we created a control that would accept text input. You can also create controls that will accept a variety of input. You can have True/False input, a list of products, and many more. This is only meant to show you the mechanics of how component controls work. The rest is up to the Interchange developer.

To create a new control, you click on the link Add a new control. This will bring up a selection window in the center or right area as shown below in the example. Once a control is created, they have some common features. Each has a name that is a link. Click on the link to bring up the central edit window for the control. The control that is being operated on will have a different background color, typically gray, to distinguish it from the other controls. Each control has a Label, or a user-friendly name for the control. Each has a Widget type, which displays what type of widget the control is using. Next there is a list of Actions, delete, up, and down. The delete link will delete the control, up will move the display of the control up one place, and down will move the display of the control down one place. One final common feature is the checkbox, which will contain a check if you modify the control from the center display window.

When you create or edit a control, as shown above, within the center window there are 3 selections to fill in or chose from so we will discuss each in turn.

  • Main

  • Identifier – This will be the identifier that you will use in the component area to be a placeholder for whatever value is selected or entered by the user when using a component.

  • Label – User-friendly name to identify the control.

  • Default Value – Example: If this was the banner control, you may want to put in a value so if the user does not select one, your Best sellers section will still have a title.

  • Widget type – This allows the developer to choose which type of value selector is most appropriate for the control. For example, the banner control might have a text entry type so that the user could type in whatever title they wished, while the another control may really be a vehicle to pass parameters to the code within the component, so the developer may want to limit the possible parameters available to the user to pass to the code by using a Multiple Select type.

  • Width – Define width for text, text area, and select boxes.

  • Height – Define height for select and text area type widgets.

  • Options – Used in conjunction with Select or Combo type widgets. Comma separated values, value=label format, label is the displayed choice and value is the value passed when label is chosen. Example, the Members only control, you want to pass a yes or no to the code in the component, options would be:

yes=Yes, no=No

  • Filters – Filters can be used to constrain what types of data is entered. For example, if you want only alpha characters in your Page title, you could select A-Za-z_0-9 as your filter. If you are selecting from database you may use DB Lookup, and so on.

  • Database Lookup – You can use database fields (instead of Options) to populate some types of widgets that you chose above. The following boxes allow you to configure which table to use, and which fields from that table to use in populating your widgets.

  • Lookup select – Use this box to supply lookup field that will be used for populating certain widget types selected above. (Select, Combo, etc) This will be used as the look up field if “Field for Lookup” is empty. ?Mike, why 2 fields?

  • Field for Lookup – Use this box to supply lookup values that will be used for populating certain widget types selected above. (Select, Combo, etc) Can select two fields from the same table, separate with commas, and the second field will be used as a Label, while the first one will be used as the value for this selection.

  • Lookup table – Use this to select a table if other than products is to be used. “Products” is the default table when this table window is blank.

  • Help and misc

  • Help – This is help text that will be displayed next to the widget. You can enter comments here that may help the user in deciding how to use the particular control.

  • Help URL – If a control is particularly complex, you can provide a URL to display a more in depth description of the control usage. Provide a full link, ie http://www.myhelp.com/myhelppage.html , or you can provide a page reference such as “myhelppage.html”, and a url will be generated to the admin directory as in: http://demo.icdevgroup.org/i/demo1/admin/myhelppage.html

  • Prepend HTML – This allows you to put any HTML code in next to the widget you selected above. This HTML will be located directly before the widget. You can also insert standard Interchange links such as <a href=”[area index]”>index</a> and the links will point to the regular catalog location rather than the admin.

  • Append HTML – This allows you to put any HTML code in next to the widget you selected above. This HTML will be located directly after the widget. You can also insert standard Interchange links such as <a href=”[area index]”>index</a> and the links will point to the regular catalog location rather than the admin.

  • Pre_Filter – Mike I don’t know what this is?

Finally, once you have finished creating your component, you need to save it. You can do that by clicking on the OK button every time you make a change in the center window, and then by clicking on the Publish button when you are ready to commit your changes. You can easily create a new component based on an existing component by entering a name for your new component into the New Name window, and click on Publish. This will create a new component based on the one you are currently working on.

 

7.2 Content - Clone Component Sets

The Clone Component Sets tab of the Content tab is a tool for propagating changes two several pages at once. What this page allows you to do is develop a page, on a specific template, with the component sets that you want to use for a certain part of your web site. Lets say that you wanted to make sure that all pages which had anything to do with your products all contained a small search window, a shopping cart, and always displayed your best selling items. You could design your page with the proper component set, and then go to each individual page, select the proper components, put them into the proper slots, and save each one. Or you could simply go to the Clone Component tab and do it with the click of a button.

The Clone Component page is very simple. You just choose a source file, then select which pages you want to “Push” the components and set up to, then press the Push Components button. As shown below, once you select a source page, the pages (and the directories that contain pages) that have the same template (and are therefore eligible to be cloned) are highlighted. The pages that do not have the same template are grayed and not selectable. There are a few other convenience tools for you in this window as well. There is a Check all, an Uncheck all, and a Back Files up checkbox. The check all simply selects all of the files that are eligible for the clone. Keep in mind that the Check all feature checks ALL of the eligible files; even all those in the directories shown that are in bold. So use with care. Uncheck… yes unchecks any boxes you have selected, so you can start over. Back files up; well it backs up any files that are changed. The standard location for these backed up files is “catalogname/backup/pages/” but may be different on your system.

TIP: You can clone a Template as well as a Component or component set.

 

7.3 Content - Surveys

How many times have you wished you could get customer feed back on something? Well with Interchanges built in Survey builder, its easy. You can use the survey builder for things other than surveys, want to get some consumer information prior to allowing a customer to download a file, or view a certain page? It’s all just a few keystrokes away.

So lets lay it out, and then build a survey. There are three sections under the Survey tab. They are Edit an Existing Survey, Create a New Survey, and Access Survey results.

7.3.1 Content – Surveys – Edit existing survey

From the first screen, you click on the name of the existing survey you would like to edit. To the immediate right of the survey name link, there is a link (run). This allows you to run the survey from this location, perhaps for testing purposes. But we are interested in editing an existing survey, so here is the first screen you will encounter once you click on a survey from the front section:

7.3.1a Content – Surveys – Edit existing survey – General

This is the first tab in the edit existing survey group, the General tab. There are six tabs under the edit existing survey group. Each of them will have the same display on the left, and the area to the right will change depending on the tab. The area on the left is a display of the list of questions in the survey. Because this area will be seen throughout the tabs, lets discuss how the left side works.

You can see a number of questions on the left side, each is formatted the same way so we will pick the first one, Product Evaluation, and examine it. Under the title Product evaluation, there are 3 sets of items. First, product_value link, then “Was our product a good value?”, and finally a results link.

  • Question Field Name – product_value link. When you first created a question, a record with the Survey name and the Question Name is entered into a table Survey with the following form “survey::field”. The Question field name link simply takes you to the specially formatted screen that allows you to edit the Survey table, and this question / record in particular. There are a number of things you can do to change the question, so lets look at them.

  • Survey::Field – Not editable, simply reflects the survey and question names as they exist in the table Surveys.

  • Question – Text field in which the question to be displayed is entered. You can edit this, or change it in anyway you like to get the appearance you want for the site. You can insert HTML code here.

  • Answer type = This allows you to control how the consumer will answer the question. You can simply have a text field, where the customer can type away to their hearts content, or you can control possible answers with multiple select, radio boxes, check boxes, and so on.

  • Choices – Used in conjunction with Answer type, if you selected a type that requires options, this is the area to place them. Options need to been in the proper format, with the value to the left of the equal sign, and a new line or return between each option. You can have a label form, such as “y=Yes I Agree” or “yes=Yes” or no label and simply “Yes”.

  • Consistency check – This box helps you make sure input is in the form you wish, or if you get input. Some of the choices are Required answer, which would not let the survey proceed without an answer in this questions field. Or “an email address” which would require that the answer at least be formatted like an email address i.e. someone@somesite.com . There are several other consistency checks and you can design on your own or contact your Interchange Developer.

  • Width – Sets the width for all the boxes and option selects on this page. Each question has its own page, so normally this only affects one or two boxes. You may find that you can use this and the Height setting (below) in conjunction with the Width specification for the editor table, and the Width specification for the Label column found in the Display Page setting area.

  • Height – Same as width.

  • Filter – Not editable Preset

  • The next tab on the Question Name Field is Explanation / Formatting. This field allows you to enter in any help text in addition to the question that might help the customer when filling out the survey. It is a text field and HTML is allowed.

Note: At the time of writing, the Graphing option is not supported on most systems. There are some technical limitations that need to be overcome on a system level. While graphing is possible, in many cases it is not practical at this time. Please contact your Interchange Developer for more information.

  • The next and final tab on the Question Name Field link, is graphing. Graphing has several options to discuss. The first thing to do if you want to enable graphing is make sure that you have the GD::Graph module installed. If you do not know what this is, talk to your Interchange Developer.

  • Enable Graph - Drop down window with yes or no.

  • Graph Type – Drop down window with 2 choices, Pie Chart or Area Chart.

  • Graph Labels – Labels to be used for display on the graph. Use your choices values from the question tab for “data_value” then create labels as in: “data_value”=Label for Graph

  • Low water for “other” – Place the number of responses that should trigger placement in “Other” category. For example lets say you have a Yes or No question, but it is not a required question. 320 people answer it with a yes or no. If you set this to 15, then when 15 or more people have answered, that category would be displayed on the graph; otherwise it would not be displayed and the results would be lumped into the “Other” category.

  • Width of chart image – How wide your chart will be, default 400 pixels.

  • Height of chart image - How high your chart will be, default 300 pixels.

  • Graph Title – Enter a Title for your graph if you want it to be something other than the question itself, which is the default.

  • Question Text - Was our product a good value? Simply a display of the question. No links.

  • Results link – This link will take you to a rendered version of this question, how it will appear on the web site. Use this link to observe changes and how they look on the site.

Now that we have discussed the Left Hand area that is the same throughout the tabs, lets get back to discussing the tabs and their uses. The display on the right hand side of the screen will change with each tab, and we will be discussing that portion of each tab.

There are 3 parts to the right display area on the General tab, Main Title, Display Type, and Intro text.

  • Main Title – This is simply the title for the survey. It is displayed on the Edit Existing Survey section of the Setup Survey screen, see the screen above where it is shown as: customer_satisfaction -- How do you like our service? (run)

  • Display Type – This is a drop down that allows you to select how you would like the questions arranged, the choices are

  • Question on one line, answer on line below or

  • Question in left column, and answer in right column

  • Intro Text – This is the introduction to your survey. It will be displayed on the first page only. You can insert HTML into the window if you want to gussy it up some…(-:

 

7.3.1b Content – Surveys – Edit existing survey – Questions

The questions tab is fairly straight forward, if you know how it is supposed to be formatted. Kind of like riding a bike, once you have done it its easy! I have included a screen shot for questions so you can see an example of how to set up the questions. You can create a survey on multiple pages, or all on one. A title string for a new page is created with the following format:

=Your Title for the Page

Notice that there is a blank line before and after the string. Also the string begins with an “=” sign. Then to put questions on that page, put an identifier for each question, in the format shown. Make sure you have a blank line between the Title and your identifier. If you have multiple questions per page, the identifiers only need to be separated by a carriage return, not a blank line. Make sure identifiers are a simple descriptive word, with no spaces. So a page would look like:

=Your Title for the Page

question1

question2

question3

 

=A second Page

 

question_page2

question2_page2

 

The example above will create 2 pages, the first page with 3 questions and the second page with 2.

Once you have the questions entered, and click on OK, the questions you have entered will appear on the left hand side of the screen, and you can edit each one using the links explained here.

7.3.1c Content – Surveys – Edit existing survey – Display page

The Display page has a few display options for the questions pages. First are two dropdowns, Buttons only on bottom and Buttons only on top. These buttons determine where the Continue, Next, Finish and similar buttons are positioned. This feature has been removed, so leave the settings at default no and no. If you require that your buttons need to be positioned differently, please contact your Interchange Developer for proper customization.

The Width specification for the editor table, and the Width specification for the Label column. These set the respective areas of the question fields. The editor table is the box that contains the questions, and the Label column would be the TD that contains the question, in the example above one of the questions is “Was our product a good value?” so the area that displays that is set with Label column.

7.3.1d Content – Surveys – Edit existing survey – HTML classes

Shown above is the HTML Class screen, along with a coded inset. The codes on the inset correspond to the codes listed next to the HTML classes above on the normal HTML class screen. You may have noticed that some of the codes listed next to the HMTL classes above are not shown on the inset. This is because not all of the HTML classes are used for this particular survey application. If the template was designed differently, they may have been used so we have left them in for possible future changes. Don’t let it confuse you!

You can use any valid class that has been defined for your catalog. Valid classes will be defined in the current theme.cfg file, normally using variables defined in the variable.txt file. The current theme.cfg file will depend on the definition of the STYLE variable, also usually found in the variable.txt file. Some default classes include contentbar1, contentbar2, contentbar3, categorybar, and menubar, all of which can be partially manipulated with the variables of like name in the variable.txt file. Consult your Interchange Developer for additional information.

7.3.1e Content – Surveys – Edit existing survey – Survey output

The survey output tab allows you to direct the results of your survey. There are 8 areas in the main window, we will explain each.

7.3.1f Content – Surveys – Edit existing survey – Thank you

The final tab of the Edit Existing Survey is the Thanks Tab. On this tab you will design the final page of the survey that will be shown to the customer upon completion of the survey. There are 4 fields that you can use to design you Thank you page and in the example above I have placed some typical entries:

 



7.3.2 Content – Surveys – Create a New survey

There are two ways to create a new Survey. You can copy an existing survey and edit it to fit your needs, or you can create a new one from scratch. In the picture above you can see that under the Create a new Survey title, there are two boxes. A text box labeled “Survey Name”, and a drop down labeled “Clone From”.

To create a new survey using an existing survey as a starting point, enter the name for your new survey into the Survey Name text box. Next, select an existing survey to clone from in the drop down window of the same name. Then click on Create.

To create a new survey from scratch, enter the name for your new survey into the Survey Name text box. Now click on Create and you are off to the races.

Now that you have created a new survey, you can use the same steps described above in Edit Existing Survey, to edit or build your survey. It is recommended to use an existing survey to create your first few surveys. Once you get to know your way around using the sample survey, it will become quiet easy to create your own.

 

7.3.3 Content – Surveys – Access Survey Results

The access survey results link will take you to the default display for the txt file that holds your survey results. In many cases you may want to simply use the download link and bring the file into Excel or some other program that will allow you to manipulate and analyze your survey results. If you want to view the raw data it will look something like this:

 

Code ip_address username date product_value site_rating site_comments prompt_receipt tracking personnel improvement

1 192.168.0.1 test 2003-03-13 08:56:05 Yes 8 web eval Yes Yes 9 end of survey

2 192.168.0.1 greg 2003-06-23 19:41:36 No 7 Yes Yes 7

 

These results are truncated somewhat for display here, but give you the general idea.

 

7.4 Content – File Transfer

The File transfer tab is located in two places. First it is under the Content tab, and secondly it is also located under the Miscellaneous tab. I will describe it to you only once (-: .

The File transfer tab allows you to transfer files between your local desktop and the Interchange web site. It is quite simple and offers only a few options. The first option we will talk about is located at the top of the page; it is a search utility for finding files on the server.

You have two choices for the type of search, either looking in the contents of the files for a search string, or looking in the title of the file for a search string. To me, looking in the file name is kind of useless, it searches for files under the current directory only, and all of those files are already listed on the page in front of you! However the “In Contents” search can be extremely helpful. Say for example you want to know which files contain the variable __COMPANY__. Simply enter the string into the search box and click on the Find files button. A list of all files in this directory that use the variable __COMPANY__ will be displayed.

There is also a checkbox labeled “Look in session and Temporary files.” This will expand the search to include session and temporary files, if you do not know what these are, DO NOT SELECT this box as it will needlessly substantially increase the search time! Next there is a link, Show File Details . This link will simply change the display to a view normally returned by the ls –l command in Unix. All file permissions and owner and date will be displayed.

To search a different directory, either click on the icon next to the directory you want to search, or click on the .. [parent directory] link which will take you up a level in the directory structure.

Once you find the file you want to operate on, there are usually 4 choices, with an occasional 5th choice. They are:

  • Download – Click on this arrow to download the file from the server to your local computer.

  • Delete – Click on this X to delete the file permanently. Warning – There is no UNDO for this operation!

  • Upload – Click on this link to upload a file of the same name from your computer to the Interchange server. Warning – This will replace the file located on the server … use with care.

  • View – This will simply show you the text of the file in your browser. Normally this is meant simply for viewing of the file.

  • Edit – This icon will occasionally be available, normally not on the file transfer page, but on the Content Page Editor page. Clicking on this icon will open a page for editing in the Interchange page editor.

 

 

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