Menu items are grouped into several categories:

This document will jump around a bit through various menu options, in order to introduce concepts in a logical order.

In the past there used to be three different view options: "Normal View", "Compressed View", and "Quick Search View". If you had a certain view selected in the past, this view will be used whenever you work in the menu, even if you log in on another computer.

These days the Quick Search View is the default view and unless you have selected the Compressed or the Normal View the Quick Search View is the only option. Except for some users that have a very small number of items they can see, like guest admins.

In the Quick Search View, there is a search box at the top. Typing into this search box will dynamically limit the menu list. If there is only one item in the menu list, pressing the Enter or Return key will take your browser to that menu item. To temporarily hide the menu list, click the triangle directly left of the "Quick Search". This triangle works as a toggle.

	Tip
	All Web Templates and the Email Templates now have their own page. The Web Templates menu item is in the "Popular" category and the Email Templates are in "Site Settings". Note that the quick search will not find you these templates.

The following is designed to provide new PageDNA customers with a framework for "getting started". This is not a substitute for our documentation, which goes into greater detail for configuring options and settings. It is something you can print and keep at your side.

We strongly recommend that you have participated in the free training sessions. You can register for them in the PageDNA Hub under the Learning tab in the Training sub-tab.

If you will be building variable items, aside from the free training sessions, we recommend that you have watched the Video Tutorials. Use the Search Docs tool with the search word: video.

Based on our past experience and successful customers, PageDNA Support recommends you focus on getting your new storefront to function correctly with one or two items, and then begin configuring the Look and Feel. A storefront that "looks great" but does not work correctly will not generate orders or pay for itself. The information below covers the most important things you need to do or consider to get your site working. It does not cover Look and Feel.

Step 1 - Choosing the Correct Site Type:

The first step is to decide what type of system or site to build. Search our documentation using the search words: correct site or see the documentation for the Site Wizard: Chapter 1 "Choosing the Correct Site."

Step 2 - Prepare Artwork:

You will need to prepare artwork for variable items and thumbnails for static items, if you want to display thumbnails for them. Documentation for artwork preparation can be found using the search words: artwork.

Step 3 - Site Wizard:

Now, you should be ready to create your site using the Site Wizard, enable features, and do some of the site's basic configuration. Documentation for the Site Wizard can be accessed from the Site Wizard's Welcome screen, or by using the Search Docs tool with the search words: site wizard. The Site Wizard documentation covers basic information about each step and guides you through the decision making process.

In using the Site Wizard, you should have configured or done the following:

Step 4 - Divisions:

If you need Divisions or have a Mega-Site, you need to add at least one division if you did not do this while using the Site Wizard. We recommend you add at least two divisions for testing purposes. Documentation search word: divisions

If you have a Mega-Site, do not delete the [notlinked] Unlinked User division or the item with the item tag of donotdelete. These two things are needed to prevent new users who have not been assigned a division from shopping and seeing your other customers (in other divisions) and their associated items.

Step 5 - Item Creation:

Create and add at least one item, preferably two, to the site. If using Divisions, make sure the item is available to the correct division(s). If using Real Time Shipping (UPS and FedEx), you need to assign an accurate weight to the item along with pricing. The documentation search word for pricing is: quantities.

Step 6 - Item Proofing/Testing:

Start an ordering session and proof the item you created to make sure the forms used to collect information and the style are working correctly. You can add a thumbnail to the Catalog for variable items at the Proof step in the ordering process by clicking on the gold link for "Use as catalog preview". If you are working with static items, make sure they get added to your shopping basket and appear correctly.

Step 7 - Shipping:

Configure both the Shipping Page and Shipping Rate Editor. Documentation search words are: shipping rate editor, or shipping

Step 8 - Billing:

Configure the Bill Page, if you are using it, to collect credit card information and/or a PO number and display shipping methods when using Real Time Shipping. The documentation search word for the Bill Page is: bill page

Step 9 - Test Mode:

Set the site to Test Mode (in the menu under the Site Settings Section in Site Mode) so the site will send email and orders. The documentation search word is: mode

Step 10 - Place Test Orders:

Place test orders. By default, at least two email will be sent: the Order Confirmation Email and the Vendor Email. Check both email for content and originating email address. Check the files attached to the Vendor Email to make sure you are receiving everything you need to produce the job. Documentation for testing can be found using the search word: test. You will be most interested in How to Test Your Site and Guide to Placing Test Orders.

Step 11 - Approval:

If you have enabled and configured Approval (documentation search word: approval), you need to check the Approval Notification Email sent to the approver and the Approval Granted and Approval Denied email sent to the user based on the approver's decision. You also need to check the Approval Page to make sure the approver can access all the options they need.

Profiles or Mega Site Testing:

If you have enabled and configured Profiles or are working on a Mega-Site:

If you have a Mega-Site, do not delete the [notlinked] Unlinked User division or the item with the item tag of donotdelete. These two things are needed to prevent new users who have not been assigned a division from shopping and seeing your other customers (in other divisions) and their associated items.

Credit Cards:

If you are using Real Time Credit Cards, you will need to have contracted with one of the PageDNA supported gateways, entered a password in the Credit Card Manager, added your gateway's information to Credit Card Activate, and configured the Bill Page to collect credit card information. The documentation search words for Real Time Credit Cards are: real time

If you are using Passive Credit Cards, you will need to have entered a password in the Credit Card Manager and configured the Bill Page to collect credit card information.

The documentation search word for credit cards is: credit card

Customer service information is edited using a separate menu item called "Edit Customer Service Info" in Web Templates.

	Important
	The Customer Service Info must be completed. It is customer facing in three places: When the user clicks on the Customer Service Link On the Cancel Page, when a user cancels an order As part of the address information in the Order Confirmation email.

Setting Contacts:

If the site-level Technical Contact is not set, the notification will go to the owner organization's Technical Contact. The site-level Technical Contact can be set in "Site Contacts", found under the Site Settings section in the menu. The organization-level Technical Contact can be set in "User Admin" in the Hub. Manufacturer Technical Contacts can be set in "Manufacturer Setup", found under the Integration section in the site's menu, on a per-manufacturer basis. Please see screenshots of each of these below.

To make sure that problems with PageDNA sites don't go unnoticed and don't get fixed, PageDNA has improved its Technical Contact and Notification System. Email notifications will be sent to either the site's Technical Contact only, or to the site's Technical Contact and manufacturer's Technical Contact, depending upon the type of issue. For example, a bad style notification would be sent to the site's Technical Contact only. A problem sending via FTP would send to the site's Technical Contact and the manufacturer Technical Contact.

Some of the types of problems that trigger notifications are:

Figure 4.1. Site Technical Contact Settings

Figure 4.2. Organization-Level Technical Contact

Figure 4.3. Manufacturer_tech_contact

Once the End User has placed an order, PageDNA software is configured to immediately send orders and order receipts out via email. These order receipts are standardized to include any fields the user had in their order. If you need to customize these emails, contact PageDNA for support.

If you have enabled Reorders, please read all of this documentation before enabling Never Cache Reorders because this requires careful planning and understanding as it will affect the function of your site especially inregard to proofs for variable items..

Enabling Reorders allows a user to find and reorder all the items in a specific order. On a site using the Shopping Basket feature, the entire shopping basket is saved and re-ordered together. The user can remove any items in their shopping basket they do not wish to order again, or add new items. They can change the imprint/variable information, quantity and shipping information for the order.

By default the site will cache the original proof. This cached proof is displayed to the user during the reordering process if they do not go through an "edit cycle", i.e. edit the variable information for an item. You can disable this by going to the site's menu > Site Settings > Site Variables and enable the checkbox for Never Cache Reorders.

With Never Cache Reorder Not Enabled:

Two problems with reorders can happen when the site is using the default settings, i.e. Never Cache Reorders is not enabled:

In each of these cases, the original proof from the ordering session will be displayed when you use the Find Order Tool.

It is not possible to force the user to go through an edit cycle when reordering.

With Never Cache Reorders Enabled:

To see a proof using the original token and original style if Never Cache Reorders is enabled:

This will will force the reorder to use the new style. You may still have the problem of not being able to see the original proof displayed to the user in an ordering session when using the Find Order tool. But, the original style still exists even though you deleted the item. So, if the Approver and user did not make any changes, it may be possible for you to use Style Editor Gold and test the style using the old token to see the original proof.

To upgrade to User Admin, please see this Help document that covers the use of our upgrade tool. and the previous topic.

Caution

When managing a user's profile, you only have access to the "basic required information", i.e. first name, last name, site access (discussed below), email address, user ID, phone, fax and password. You do not have the ability to set the user's role regarding Profiles, e.g. user, admin or super-admin. You or the user will still need to go to the site, edit their profile and edit any additional fields you created for Profiles on the site. This is a great place to manage the user's password. You should go to the site and edit the user's profile for all else, including user creation. Depending upon mapping, the phone and fax may not work with the Profile fields you have enabled.

	Important
	If you accessed User Admin from the Hub, you will need to click on the link for Associated Sites to administer users with menu access and users' profiles for other sites. However, you cannot assign menu items for access. This must be done from within the User Admin tool in the site's menu.

	Tip
	When in Associated Sites, if you need to access the first site in the drop-down list: Select another site from the drop-down list (the screen will change accordingly) Select the first site in the drop-down list (the screen will change accordingly)

User Types and Site Passwords

Managing the amount and types of access users have can be done from two different tools in the system, depending on the type of user and the type of access you wish to grant.

In order to be sure that you grant the proper types of rights to each user who will have access to your system or site(s), you must first understand the different user types in the PageDNA system and what each can do.

Managing Storefront Users

There are two different tools that you can use to manage storefront users. The first is the User Admin link in the storefront menu under the Users section. The second is the User Admin tool found in the PageDNA Hub under the Account tab. The User Admin tool in the storefront menu allows you to edit users just for that specific site. The User Admin tool in the Hub gives you the ability to manage both Hub level and Storefront level users on all your sites. If you use the storefront's User Admin tool, you can only assign access to that specific storefront or menu items for that specific storefront. Please see the tip at the beginning of this section on selecting an Associated Site when using User Admin from the Hub.

Figure 7.2. User Admin Site Menu Link

To access the User Admin tool in the Storefront menu, click on the User Admin link found under the Users section in the menu. Doing so will take you to an interface that looks like this.

Figure 7.3. Site Level User Admin tool

If your site is not a profile site, then Site Login Required will be shown as the top line. This toggle allows you to turn the Site Password requirement on or off. It can be useful if you have set up Site Passwords in order to restrict access, but then want to open the site to any and all users and no longer require a username and password to access the storefront.

The four tools near the top of the page allow you to add new users, turn all users on or off by marking them active or inactive, and verify all users if you have chosen to require email validation at the time new users sign up for access. If a user is marked as inactive, they cannot log in to the storefront or storefront menu.

A search box allows you to quickly find any given user by entering their name or email address in the search box. If you have many users on the site, this can be a quick way to find specific people.

The list of column headers provides you with the information you wish to be displayed. Most columns give you the ability to sort the table of users by that column simply by clicking on the column header. If you want to reverse the order of the sort, click on the asterisk shown in that column header. You can also customize which column headers are displayed by clicking on the Configure Columns link. Check or uncheck each column as you wish, and click the Save Column Settings button to save your changes.

Figure 7.4. Configure Columns

Clicking on the Add User link will open up an "Add a new user to the 'site' org" window. Please see the New User section below.

Clicking on the Update link in the Actions column with take you to a screen where you can update a user's information. Each of the fields are labeled.

Site Access

The Access dropdown list is where you can grant access to the site, the Storefront menu, or both.

Figure 7.5. User Update tool

If the user has been granted Menu access, you can click on the Menu link next to their name to select the specific levels of access you want them to have in the Storefront menu. Use the checkboxes to grant or remove access to any tool. The Select All buttons will enable all the checkboxes for each section.

As part of the User Admin upgrade, we've added an option to allow the ability to view hidden items on the storefront (highlighted in the screenshot below).

Once you have made your changes, click save to commit them.

Figure 7.6. Editing Storefront Permissions

Adding a New User:

Clicking on the Add User link will open up an "Add a new user to the 'site name' org" window.

When adding a new user, you will be presented with a window similar to that when editing a user, except there is a User ID field.

After you create a new user, the User ID is no longer editable.

	Important
	It is strongly recommended you enter the user's email address in the User ID field for users accessing the site. Please see the next topic for Administering Hub Admins with User Admin for PageDNA Hub Administrators.

Figure 7.7. New Site User Window

All of these features are available from the PageDNA Hub as well. Click on the Account tab in the Hub and then select User Admin You will need to click on the link for Associated sites. Please see the "important" notes at the beginning of this section.

If you are an administrator for your organization or company, you can administer or create new PageDNA Hub administrators, who have access to all your sites and their adminstrative menus.

If your company or organization does not yet have an administrator, you can click the link to Become an Administrator.

If your company or organization has an administrator and you need to also be able to administer other Hub users, ask your company's adminstrator to contact PageDNA Support to have them grant you access.

To access User Admin, go to the PageDNA Hub, select the Account tab and then select User Admin. You will be in the Customer Orgs window. If you select Associated Sites, you can return to Customer Orgs by clicking on its link so you can administer your Hub users. To administer Associated Sites, please see the previous topic.

There is no Access drop-down list. There is a Role drop-down list instead. It has only one option: Hub User. All the other fields are the same as those when administering other users.

Important

PageDNA Support recommends you use something other than the user's email address as the User ID so the Hub user does not to confuse their Hub account with one they may use for testing. This way, they can be logged in with their Hub account in one browser for administration, e.g. Safari, and test using a different account or profile (with their email address) in another browser, e.g. Firefox. The User ID will need to be unique among all PageDNA Hub users, not just those in your own organization or company.

Figure 7.8. New Hub User Window

The required fields are First Name, Last Name, User ID, Email, Password and Re-type Password. Please enter a phone number so PageDNA can contact the Hub user, if needed.

After you create a new user, the User ID is no longer editable.

Editing an existing user can be done by clicking on the Update link. Deleting a user can be done by clicking on the Delete link.

You will most likely want to set these colors to closely match your customer’s corporate identity. Note that corporate ordering sites are usually linked to from a corporate intranet, which may or may not look similar to the customer’s public web site. You may wish to consult your Customer’s Corporate Identity standards for recommended RGB color codes.

Figure 8.1. Color Selector

Change colors by first selecting a radio button next to a page element on the left side, and then simply click the color you want in the Web-Safe Palette found on the right. You will see the color update within the box, showing the new color inside the old.

Alternatively you can enter any RGB hex color code manually to use a custom colors outside this palate into the text box next to a page element. If you do use a color outside the web-safe palette, please note that customers on 256-color computers may experience unsightly dithering.

There are 14 different page elements that can take on different colors, but only a few are commonly modified:

Note that one other color you may wish to edit is the Footer background color, accessed in the "Site Footer" menu item.

You may change two settings relating to the width of the user interface:

Values for both the Page Width and the Inner Table Width can be specified in either pixels or percentage. Use the percent symbol after your number to specify percentage. If you use pixel widths, the Inner Table Width should not be larger than the Page Width. Neither the Page Width nor the Innter Table Width should exceed 100%.

The page margin indicates how many pixels your content is offset from the top left corner of the Web page. Because Internet Explorer uses slightly different means for showing margin offsets, separate values are available so your site shows correctly on all browsers.

You have four types of fonts to choose from:

Additionally, you can specify a font size with the Size drop-down list. Sizes range from Extra Small to XX-Large. The default is medium.

Sites have three different classes of "real estate", each of which can have it’s own font definition. Generally speaking, sites should use the same font family for each element to ensure consistency. Some end users have reported that sans-serif fonts are easier to read in small point sizes.

After making changes, click "Save Changes" to return to the Menu. If you wish to see how your colors look, you will need to choose "Edit Colors" again from the Menu. You may also wish to keep another window open with your ordering site, so that you can Reload and see the changes.

You may wish to make some form fields on your ordering site required, or indicate that some are optional. The Required setting is the text that will appear by form field labels if you specify that a user must enter data into the corresponding field.

Alternatively, you may want most of the form fields to be required, so that an optional field is the exception. The Optional field lets you indicate this to end-users.

If you are using discounts on your site, it may make it clearer on certain ordering pages, like the shipping page, to indicate a price reduction. Enabling the checkbox for Negative Prices will show discounts and similar reductions in red text.

The site banner logo is edited using the "Upload Logo" Menu item. This lets you change the logo displayed in the upper-left corner of every page on the ordering site. This is most commonly the customer’s logo, but may include your own firm’s identity or anything else you desire. The logo appears above the navigation bar showing progress through the site.

Logo Production.

Actually producing the logo file is outside the scope of this document, but let us offer these points: The customer’s public web site may be a good source for the logo image. The file must be in GIF or JPG format. Using the GIF format gives you the ability to ‘eyedropper’ color from the logo, and is recommended. Be careful about color gamut chosen when saving the image in your graphics program (e.g., Photoshop). Keep the width under 200 pixels and the height under 40 pixels. We actually recommend even smaller logos, if possible. Remember that this logo appears at the top of each and every page, and takes up a bit of vertical "real estate". Users dislike ‘scrolling’.

Once you have the logo file ready on your computer in GIF or JPG format, click the "Browse..." button. You will be presented with an "Open File" dialog box. Make sure the "Files of Type" is "All Files" ^[1], and then browse your system to find the image on your computer; lastly, click "Open" to select this file. After you click "Upload Logo", your browser will upload the image file to our server. This may take a few moments if you have a slow Internet connection – please be patient. Once your logo has been uploaded it will be visible in the "Current Logo" section of this page below.

Your current logo is displayed here, directly above a sample your current Banner colors.

Setting Background Color

We have provided a simple short cut to help you choose the Banner Background Color by sampling directly from the Logo you have uploaded. This is recommended for consistent look and feel. Within the "Current Logo" display, move your mouse over the logo and click on the image exactly where the color you want to sample is shown. Once you click, the page will refresh, and the "Current Banner Colors" on the right will immediately reflect the new color. This feature only works for GIF images. Note: If the text label reading "Current Banner Colors" disappears or is hard to read, you will want to change the Banner Foreground Color in the "Look and Feel" menu item to ensure a smooth end user experience.

This section describes how to create and use a tiling background image on your site for a more professional site appearance. A background image can greatly enhance the look of your site, as you will see below.

Below is a sample showing a background image in use on a site. Note the light colored background image behind the acme logo... this is the background image we will create and install in this mini-tutorial.

Figure 9.1. Final Results

Creating the image is done in Photoshop. Because the background image tiles, there is no need to make the image terribly wide, but we do need to make the image "tall" so the background pattern only appears at the top of the page... not repeating again in this case until the user is down 4000 pixels on their form (unlikely to happen unless you have VERY long forms).

Note: If you wish to create an effect that tiles more frequently, you can make your background image smaller. In this example, our background image has what looks like a shadow appearing under the 'ledge' created by the light brown background image and then white below that (over which the user will see the actual 'active' part of the ordering site).

Figure 9.2. Sizing Background Image in Photoshop

Next, we need to upload this background image to the site. This is performed in the "Site Header" menu item as shown below. Here we are uploading our GIF file, named gray_bg.gif in this case. The background image will appear on the site immediately after saving.

If you'd like to use our sample image as a starting point, you can download it from here: gray_bg.gif

Figure 9.3. Uploading Background Image in Site Header

Because in this case our background image has a non-white color at the top of the page, where we display the customer logo, we need to make the logo a transparent "GIF" file, so the background image shows through. Otherwise, you will see a white square outlining your background image as shown at the top of the screenshot below.

We recommend you fill the background of your logo with the color used in the background before saving as a Transparent GIF, so that the logo looks nice and anti-aliased against the background color. If you did not replace the white background with the light brown before saving, you might see "jaggies" around your logo. Make sure you are editing in RBG mode in photoshop so the anti-aliasing works well.

Figure 9.4. Showing Need for Transparency

Its also important that you leave a "buffer" around the logo to reserve the 'real estate' at the top of the header. As you can see below, this logo has no room at the top, and as such the site shows the logo too close to the top of the page:

Figure 9.5. Showing Typical Sizing Issues

To fix this, we change the Canvas Size of the image. In this example we are adding another 20 pixels to the bottom of our site logo:

Figure 9.6. Fixing Sizing Issues

You may need to add a buffer above and below the logo itself...

Figure 9.7. Further Sizing Changes

This updated result shows how the new logo is pushing the site content down the page... our new 'buffer' around the logo ensures this. Also there is now room at the top of the page.

Figure 9.8. Logo in Place, Sized Correctly

Hiding the header text shown at the top of the page ("Online Ordering System Demo" in the screen shot above) is something you can do to make the header image simply a single image - this can often look more clean and opens up new design possibilities.

In the screenshot below, we are turning off the site title in the "Site Header" menu item:

Figure 9.9. Turning Off Header Title Option

...and here is the result. Now just the logo shows up, and in this case it is centered. You could re-upload a banner image that spans, say, 600 pixels and add more custom design to your header graphics.

Figure 9.10. Final Result showing "Logo Only" Header

Contact support if you need help with any of this.

This tutorial will show you how to load background images into the cells used in the "Progress Bar". The Progress Bar is configured using the "Site Header" menu item. This mini-tutorial will show you the steps in Photoshop to make a site with the 3D effect shown below. Many other look and feel ideas are possible with these features - this is just one simple example.

Figure 9.11. Desired Result, Showing 3D Progress Bar

To create an image to load into the background, we start by taking a screenshot of a normal progress bar, and then crop it down to size. Below is a shot from Photoshop showing the banner image just before being cropped.

Figure 9.12. Crop Screenshot

Now that we have a document of the right size, we erase everything in this image and use Photoshop's "Gradient" tool to create a smooth gradient fading from a light green in the middle to a dark green on the top and bottom. We then save this image as a GIF file - this will be our "selected" step background image - shown behind whichever step is highlighted at that time (for samples you can borrow and use, scroll to bottom of this tutorial).

Give this file a name you will be able to recall later, such as "bar_on.gif".

Figure 9.13. Drawing Gradient

Now we need to make a greyed-out version of this image, for the non-selected versions of this step. To do this, convert the image to Greyscale in Photoshop, and then lighten the brightness a bit, before saving this as another image.

Give this file a name you will be able to recall later, such as "bar_off.gif".

Figure 9.14. Converting to Greyscale

Figure 9.15. Lightening Up Unselected Background

Lastly, if desired we can create "book-end" images that 'cap' the left and right hand sides of the progress bar. You need to create "active" and "inactive" versions of each bookend, and they need to have the same width. To make this file, we start with the original "selected" GIF we just created above, and convert to RGB mode before erasing one corner.

Figure 9.16. Masking the Corner off on Original Background Image

Here we have erased that corner (so as to give a rounded look on the bookend) and have cropped the image down in this case to 13 pixels wide. All bookend images need to be the same width.

Figure 9.17. Rounding and Cropping

Save this file as a GIF image and give it a name you will be able to recall later, such as "right_on.gif". ("right" side image, in "on" state).

Now flip this image horizontally, to create the image for the other side. We might call this "left_on.gif".

Figure 9.18. 

Repeat these steps but now create "off" versions for right and left, using the gray background image this time as your starting point.

Last step is to upload these images in the "Site Header" menu item. First we will upload the bookends - also specifying that each image is 13px wide:

Figure 9.19. Uploading the Progress Bar Bookend Images

Finally, we upload the background images for the selected and unselected steps of the navigation bar.

Figure 9.20. Uploading the Progress Bar Background Images

Note: are also defining custom colors for the progress bar at this time. Even though the background images will show up and hide this background colors, the colors defined here should be close to the dominant color in our background images, as it takes a moment for the images to load the first time a user visits the site and this smooths out the user experience. So in the example above, we are setting the background color for the "Selected" step to a green color, and the foreground color is set to "White".

If you'd like to use our sample progress bar images as a starting point, you can download them below:

The progress bar's separation bar, the line above the progress bar steps, now contains an option to turn it off, as well as an input to control it's thickness. Additionally, there is now a lower separation bar immediately below the progress bar steps, which has the same color and thickness settings. Both color settings also use the easy-to-use color picker.

Figure 9.21. Picking Separation Bar Colors

Selected Bar Background: bar_on.gif

Unselected Bar Background : bar_off.gif

Selected Left Bookend : left_on.gif

Unselected Left Bookend : left_off.gif

Selected Right Bookend : right_on.gif

Unselected Right Bookend : right_off.gif

The "stock" buttons on your site can be replaced with images. This feature includes support for optional "roll-over" images... such that when the user moves their mouse over the button it changes to a different version (eg, "lit up").

Figure 9.22. Sample of a 3D-looking Button

Figure 9.23. ...Hover or "Mouse Over" version

We've documented how to add buttons to your site elsewhere - please see our: Button Uploader docs.

It is often helpful to add images and color separation bars between sections of forms. We've created a dedicated tutorial (click here) to show how this can help your site look better and work more intuitively for your users.

There are a few places in the Storefront Menu where we allow the insertion of Cascading Style Sheet (CSS) code in order to allow you further customization of the look and feel of your sites.

This is an advanced technique and should only be attempted by experienced builders who have solid CSS skills. PageDNA supports all parts of our software but changes to the CSS are your responsibly.

If you do customize your CSS, limit those changes to look and feel. Attempting to dramatically change the layout of the menus and other page components may break your Storefront.

The most common place to insert your CSS is in the Header Configuration menu option in the Storefront Menu. There you will find a box for inserting additional CSS. Because links are relative to the CSS file, you will need to use the prefix ".." to access other files in your site. For example, "../img/background.gif"

Figure 9.24. Css header

Below are tables of the major classes and components that we currently use.

Figure 9.25. Csschart1

Figure 9.26. Csschart2

Figure 9.27. Csschart3

In addition to manipulating the default PageDNA classes defined above, you can create your own CSS classes to use in you Storefronts.

Since CSS allows you to define a class and then have all parts of the pages that call the class take on any attributes defined in that class, it is a much more efficient way to further customize the look and feel of your Storefronts.

To add your own classes, you will first need to define them in the "Additional CSS Content" section of the page header. In the example below, we have added a class called .catlabel and assigned it a grey color by using the Hex color code #999999. Just as with CSS elsewhere on the web, you could assign additional attributes to the .catlabel class such as a font weight or typeface if you wished. So long as it holds to CSS standards you may use it when defining your custom class.

Figure 9.28. Css .catlabel defined

To make use of the class that you've defined, simply call the class in any sections of the Storefront that allow for HTML. Use the tag <span class=catlabel> before your text. If you copy this example, replace "catlabel" with your own custom class. Don't forget to close your tag using </span> after the affected text.

Here is an example of using that <span> tag in the Catalog Note section. In this case we are applying all of the attributes of the class catlabel (the color grey) to the word Size:.

Figure 9.29. Css .catlabel example

There are a number of places on the web that can teach you more about CSS. Here are two to get you started:

www.w3schools.com/css

Wikipedia entry on CSS

Remember that while PageDNA allows you to add additional CSS to your storefronts, we are not able to assist you with troubleshooting that code.

Before attempting to replicate this case study, it is important you understand the steps needed by reviewing Using Progress Bar Background Images

Here is an example from a storefront along with the settings that were used to make eight rounded tabs for a Progress Bar that looked like this:

Figure 9.30. Customized Progress Bar

Two files were used for this: one for the Active step and one for the Inactive step. The width was 125 pixels and the height was 47 pixels. (in PhotoShop) for each of the files used.

The files were uploaded in the Site Header for the Selected Step and Unselected Step. The Custom Height (in the Site Header, above where these files are loaded) was the same as the height of the tab (47).

"Bookend" images were not needed in this case.

In Look and Feel, the Page Width was set to 1000, with the Form Table Width set to 90%.

In the Site Header, to get the "steps" or tabs to appear correctly, Additional CSS Content was added as follows:

.steps td {
  width: 125px;
}

You may need to modify the CSS to meet your needs.

You can reference the links in the Site Header, that appear just above the order Progress Bar, with CSS by referencing 'header-links'. For example, if your site has a solid background color behind the links, you can use the following to make the links legible:

.header-links {
    background-color: white;
}        
      

The Item Editor is collection of tools that you can use to manage all of the items you've built within any given Storefront Menu. When you need to edit any aspect of an item, this is the place you'll want to start. You can find the Item Editor in the Storefront Menu under the Popular section. By default, clicking on the Item Editor link in the Storefront Menu will take you to the Item List. However, there are several links across the top of the tool. Each of these link are discussed below.

List View

Figure 12.1. Item Editor - List View

The Item List provides you with a list of all the items in your Storefront, regardless of their display status in the Storefront's catalog. With it you can quickly see all of your items and perform tasks such as editing, cloning or deleting them. Clicking on a column name will cause the table to sort itself based on that column's contents. To reverse the order of the sort within that column, click on the asterisks displayed in the column's header.

Figure 12.2. Column Headers

The columns across the top are customizable. While there are standard columns shown by default, you can add or remove columns by clicking the Configure Column link in the upper right corner. Your column choices are shown in the table below.

In the Action column of the Item List you have three options. Edit will take you to the Item Edit view, covered in detail below. Delete will remove the item entirely from the system. Clone allows you to make a copy on the item. When clicking on the Clone link, you'll be prompted to provide an Item Tag for the new item since every item must contain a unique identifier.

Besides the Item List, you have additional links across the top of the page that provide you additional functions. They are:

Item View

By clicking on the Edit link of an item in the Action column of the item list, you are taken to the Item View of the Item Editor. From here you can make changes to that specific item. Across the top of the scree is a list of tools that you can use to make changes to the item.

Figure 12.4. Item Editor - ItemView

Across the top of the toolbar is a dropdown list containing all of the items on your site. From here you can quickly move from one item to the next without having to go back to the Item List. In the search box to the right you can filter the dropdown list to only show items with certain attributes. Once your selected a new item in the dropdown list, clicking the go button will take you to the Item Editor for that item.

The rest of the links in the toolbar are as follows:

This screen allows you to set inventory for multiple items, plus filling backorders when inventory is available.

Figure 12.5. Managing Inventory

Click on an item to get an inventory report for the item.

The 'Note' field is optional (it will fill in a default of 'created' or 'updated' if you leave it blank).

The system does not delete inventory when you rename items or if you use shared inventory. The easiest way to delete inventory records is to create a new stocking item with the same tag (the tag is the only bit that matters), set a minimal inventory, then delete the item.

If you have backordered items, a table of orders will show up to the right of the main inventory table. When you have inventory available, you can send the order; if the inventory is not enough to fill the order, a new backorder will automatically be created.

If you enable the Notify checkbox, an email will be sent to the email address entered in the Change Email To field, which is available when you edit an item and go to the Inventory screen for that item. Please see the documentation for Inventory Controlled Items.

Custom Jobs using PageDNA - Overview

"Web to Print" is a broad category used to describe e-commerce systems that allow a customer to submit a print order over the internet. PageDNA supports "web to print" not only for items having a template, but also for "custom jobs" - items for which no template exists.

A good example of a non-templated job is a situation where a customer wishes to upload a PDF (or other graphic arts file or files) for a quote or simply to have the job printed at a pre-set pricing rate. This document gives an overview on how Custom Jobs work currently on PageDNA.

Want to Learn How to Set Up Special Request Items?

These items use the PageDNA "Product Type" SosSpecialRequestItem. To learn how to setup a "Special Request Item" view our procedural documentation elsewhere. To learn more how this works for your customers, please read on.

How do Special Request Items Work?

We call catalog items designed to handle non-templated items "Special Request Items". This type of item allows the following features at this time:

Features not supported at this time:

Some of the above features (Matrix-based pricing, Quote Approval Process) have been added to our Quotes Modules, see documentation here.

End-User Experience: Custom Job Workflow

Here is a typical workflow example showing how PageDNA handles custom items.

A customer visits the catalog, and does not find a template for the item they wish to have printed. Accordingly, in this case the customer can visit the "Custom Collateral" tab and finds a special request item:

Figure 12.6. Special Request Item - Catalog View

Note there is no pricing shown for this item. You could have a list of items with standardized pricing, and/or items without pricing as shown (requiring quote). See the setup docs for details.

When "Adding" this item to the basket, the customer is presented with a custom form. This form contains at minimum a "FIle Upload" field, but in this case also lets the user assign a name to their custom job. Jobs can have more than 1 file and an unlimited set of fields (text boxes, drop down lists, radio buttons, checkboxes) to indicate job specs you may wish to collect. Note that we have found that the more complex of a form you create, the less likely users will want to order online.

Below, the customer is uploading a PDF they have called "Steve's Datasheet" in the configuration form:

Figure 12.7. Special Request Item - Configuration Form and Uploading File

Upon proofing, the user sees a GIF of the PDF that was uploaded.

Figure 12.8. Special Request Item - Configuration Form and Uploading File

Once added to the basket, the item appears... and in this case it has the name that the user assigned the product:

Figure 12.9. Special Request Item - Item in Basket

The user could then add more templated OR custom jobs to the basket before checkout... here in the checkout step the user has added two custom items to the basket - and can configure quantities of each product individually before checkout:

Figure 12.10. Special Request Item - Checking Out

Want to Learn How to Set Up Special Request Items?

These items use the PageDNA "Product Type" SosSpecialRequestItem. To learn how to setup a "Special Request Item" view our documentation elsewhere.

Occassionally you may need to change the item type for existing item on a live site. When making changes like this, it is important to note that the PageDNA system stores "re-orders" using the old item type - so if a user re-orders after the item type has been changed, production may get an order having the wrong properties. For example, a reorder for an item that was formerly one-sided but now has two sides would be sent as a single sided order.

The most elegant way to handle this is to create the new item using a new "tag", and then to use the "replaces" feature to link the new item to re-orders for the old item, lastly removing the previous item from the catalog.

In the example below, we are converting a business card (sample tag name: 'bc') from a single sided variable item (SosItem) into a two-sided product (SosBackItem) with a new tag ('bc_new'):

PageDNA’s technology provides a mechanism by which you can create a custom form for a particular item. This form appears if and only if a particular item is being ordered, and is appended to the Imprint form. Common examples of applications of custom forms are Translation or Backside options for Business Cards, Sublogo forms by which users can choose 'certification logos' for products, and lastly any variable imprint items requiring fields not included in the core PageDNA 'personal' form.

One more helpful suggestion: if you define custom fields in your item forms which need to be passed to Style Files, be sure to define these variables in the "Order" tab of the style (in Style Editor Gold). Failure to define custom variables will cause a fatal error upon preview. The "Order" section of your style acts as the 'bus' between the form and the style - any form variable you wish to reference if your style should be defined in this section.

A recently added feature will automatically add these fields to the "Order" tab of your style automatically, but only when editing and saving the style.

To enable a custom form for an item, first 'edit' the Item using the Item Editor. Then, click the 'form' link and select Form Editor for an Item Form or select a form from the Shared Item Form drop-down list, or create a new Shared Item Form and save. Form options are described below - 'Form Editor' is the most common selection for most purposes. You may also wish to explore 'translation' and 'sublogo' forms if you have needs in this space. Contact PageDNA Support for help with these.

After saving your item, you will see a link to item_form, which you can use to edit it. Or, you can return to the Menu and you will see a new menu option named "List of Item/Shared Forms" under the "Site Content" section of the Menu. The Item Form will be titled something similar to "item_tag form editor".

A list of different form types available with a brief description and instructions is provided elsewhere, in the section of our documentation dealing with the Imprint form.

The Shared Section Forms coverter converts all forms on a site from their various types - Item, Shared Item, Personal, etc - to shared section forms, which are pieces of forms that can be mixed and matched and reordered by any item on the site.

Intermix portions of the personal page, such as the address list section with custom items forms or multiple item forms from many different items in any order on any item. If you would like to try out shared section forms risk free, clone your storefront and give it a whirl.

Figure 12.26. Section Forms

The conversion process can run into errors during conversion, issues will be shown in a highlifghted list.

Figure 12.27. Sample Errors

Below in bold please note several common configurations, with examples showing how to configure the quantities of your items that don't require pricing. Note that you can select the required quantity editor from the drop-down list.

A capability worth mentioning is that the system can store retail as well as WHOLESALE or "buy" prices. This is useful for many scenarios, including when Distributors desire to run a report and view not only what was charged to the customer, but how much money they owe their suppliers.

You get the right editors by selecting the "Buy & Sell Prices". After that, it mostly work as described in the Item Quantities WITH PRICING section, but with added input for a buy price:

Figure 13.13. Drop-down list with price and buy price

	Note
	If you use prices on your site, you may wish to enable the 'Review' template, which appears after the shipping page. The price for the selected quantity is shown next to the product, and products are totaled... You can even elect to charge tax or add rush charges to the fee. See "Review Page" for more information. Credit card sites replace this step with the payment collection step.

	Note
	Internally Buy Prices are stored using a special field called "buy_qtyspec", available in the "custom" tab of the Item Editor. Now the new quantity editors are available this field is obsolete and will be remove in the near future.

In case you want to use buy prices but don't want to show sell prices, you can do that in two ways:

This code editor is almost identical to the old way of entering quantity specifications. By default the code editor is only available when a quantity specification is not supported by one of the other editors, so the code editor is for the more exotic quantity specifications. To enable the code editor, i.e. have it always available in the quantity editor list, you need to go to "Site Variables" in the menu and check the box in from of "Show code input for editing quantities? ".

For instance if you want to allow users to input a quantity and show a calculate button but hide the select list, then you need the code editor and you would do something like the following example:

Figure 13.15. Code editor with 'other' and hide drop-down list

In the example above the code editor behaves as did the old way of entering quantity specifications.

The most important difference is that you cannot use something like "1-25" to enter a long list of quantities, 1 to 25 in this example. However in it's place came a function, "start_stop_step", that allows you to do the same and more. Let's look at some examples of what you can do now:

start_stop_step(1, 25)                   # this makes a list of 1 to 25 (including 25)
start_stop_step(5, 25, step=5)           # this makes a list of 5 to 25 with step 5, i.e. 5, 10, 15, 20, 25
start_stop_step(1, 3, unit_price=0.25)   # in item list it looks like: [(1, '1 - $0.25'), (2, '2 - $0.50'), (3, '3 - $0.75')]

# you can even set the currency:
start_stop_step(1, 3, unit_price=0.25, currency_formatter=CurrencyFormatter(symbol='€'))

In short, the above examples show you can make a long list with and without prices and set the currency in the process. Note that the currency defaults to '$'. Normally you will want to use the regular editors, but for making really long lists this can be a time saver. See below the code editor in action with the currency formatter:

Figure 13.16. Code editor with start_stop_step function

The Item Wizard can be found under the Site Content menu of the Storefront Menu, and is used to add items or clone styles in a step-by-step process. With it you can create new items and then configure product information, pricing, style, and catalog previews. Most of the steps of the Item Wizard are also available individually in the Item Editor, which is the best way to edit an item that has already been added to your site. Depending on the specific item type you select in step 1, some of the subsequent steps may be skipped by the system since they are not applicable.

There is a video tour of the Item Wizard that you an watch by clicking here.

Item Creation

Use this page to select the item type you want to add. You can choose the type of item you want to build by clicking on the "Change" link and selecting from the list of types provided in the pop up window. At the top of the pop up window you can filter the list of available item types using the dropdown menu. That makes it easier to find the specific item type you are looking for or to find a lesser known item types by selecting the option to show all. To learn about the different items types, you can read our Help document here .

You must provide an unique tag for your item before proceeding. Setting the catalog tab and visibility is optional at this point. You can set these options at a later point.

When you select your item type and advance to the next step, your item will be created right away. Each of the remaining steps will assist you in the configuration of the item.

Figure 14.1. Item Creation

Figure 14.2. Choosing The Item Type

Product Info

Use this page to enter item information like the name and tag.

Product Name: The name of the item displayed to the customer. Use a clear and discriptive name.

Item Tag: An identifier for the item. This must be unique. You may only use numbers, letters, and the underscore. No spaces or other characters are allowed.

Product Code/SKU: This an identifier your company can use to track the item. It's optional and can be displayed in the email sent by PageDNA.

Unit Display:This is how the individual item will be listed in the catalog or on the Shipping Page next to the quantity, such as "cards" for business cards, or "sheets" for letterhead.

Unit Code: An optional code for third party vendors or manufacturers that can be used as an identifier.

Weight: Used for real-time shipping cost calculation.

Manufacturer: Specifies which manufacturer will receive the orders for this item. This list can be edited in the Manufacturer Setup menu.

Figure 14.3. Product Info

Quantities

Use this page to enter your quantity and pricing information for the item. You can choose to offer items with no price, with quantity and price, or with buy and sell price. Buy and sell prices can be useful for tracking your own costs, or for internal billing purposes when a distributor is involved. The buy price is available in the Reports section. In all three cases you can also choose to offer a dropdown list the customer can select from or allow them a free text entry field to enter their own quantity value.

See our Guide to Item Quantities and Pricing for a comprehensive guide to item quantity and pricing configuration.

Figure 14.4. Quantities

Style Chooser

Use this page to select which style to use for the item. A style represents any variable-imprint data for an item. From this step, you can choose to either create a new style, copy an existing style, or (in rare cases) skip the style building step all-together.

By default, the option to use the Visual Style Editor (VSE) is selected. In some instances you may wish to uncheck this box so that you can use the Style Editor Gold (SEG) interface. The SEG is a strictly code based editor and is best suited for certain advanced builders or tasks.

To use an exsting style, select that radio button and choose the style from the dropdown list.

Figure 14.5. Choose a Style

Artwork Upload

Use the artwork upload page to send the files necessary to build your style. A style represents three aspects of a printed piece:

The variable data imprint. e.g. name, title, address.

Any static design to be printed at the same time as the variable data.

Any master-printed material. This might be a company logo which is four-color, so is printed in bulk ahead of time.

To help you properly prepare your artwork for use with the PageDNA EGG (Excellent Graphics Grabber) tool, we've provided both a written document and video tutorial on the process. You can find the links to those below. We suggest you review that information and then double check your artwork before continuing beyond this step.

• Help document on preparing your artwork

• Video tutorial on preparing your artwork

Figure 14.6. EPS Egg Upload

Upon the successful upload and processing of your artwork by the EGG, you'll pre presented with a success message. If there are any errors, those will be listed. Click the back button in the Item Wizard, correct the errors in your artwork, and repeat the upload process until you get the success message.

Block Editor

The Block Editor step allows you to make edits and adjustments to the item's style at this point.

PageDNA Support considers it a Best Practice to not edit the style at this point. If you make changes here and for some reason the Item Wizard encounters an errorat this point, those changes could be lost. Instead we suggest that you finish working through the Item Wizard, and then go back using the Item Editor to make changes to the style. Our Video Tutorial section has several videos on how to use the Item Editor and Visual Style Editor. You can find those here.

Figure 14.7. Block Editor

Display Info

The Display Info page allows you to configure additional information about how your item will be displayed in the catalog. Again, these are all also editable from the Item Editor after the item had been created with the Item Wizard.

Catalog Note: This is a short message that will be displayed immediately following the Product Name in the catalog.

Catalog Details: This spaces is for a longer note to be displayed in the catalog to help customers ensure they are selecting the right product.

Catalog Image Link: If you want to link to an external catalog image for the catalog preview, you can enter it here.

Tab: Used to set what tab of the catalog will be displayed on. You can also create new tabs here. Tabs can also be controled in the Tab Manager.

Product Visibility: Here you can control if the item is visible or not available. This is useful for hiding items that will have a future availability, or if you are building an item on a live site.

Password: If an item password is required to order this Item, enter it here. Leave blank if no password required.

Figure 14.8. Display Info

Catalog Preview

Use the Catalog Preview page to upload an image to be used in the catalog view. The uploaded image must be a web ready JPG or GIF which is no larger than 200x200 pixels and RGB. Catalog preivew images can also be added in the Item Editor and from the gold box links of the Storefront at the proof step in an ordering session.

Figure 14.9. Catalog Preview Image

Form

If you've created an item that will contain variable imprint information, you'll be presented with the Form step. Here you can select what Item, Personal, or Shared form you want the item to use. If you choose not to assign a form at this point, you can do so later using the Item Editor and Personal Form page.

Figure 14.10. Form Selection

Custom Item Fields

This page handles the custom fields associated with the various Item Types possible on a site. This page looks different depending on which type of item you are creating. For more detailed information, search for Item Types in our Help docs.You can set the shipping/mailing methods needed for the item here, or you can set them in the Shipping Rate Editor and Mail List Setup and Management.

Packaging options in the Other Settings section

Not shared in packaging

This is an option to specify that this item cannot share packaging with other items.

Specific Packaging Configuration

This can come into play when using Real Time Shipping methods in the Shipping Rate Editor and non-standard packaging, e.g. shipping tubes. Package types must first be defined using the Package Type Editor, which can be found in the Shipping section in the menu. Documentation for the Package Type Editor can be found here.

Figure 14.11. Custom Item Fields

Meta Data

The fields in the Meta Data section (shown below) allow meta data to be calculated for the order and then presented on the Review Page, in order emails and in manufacturer transports.

The data is grouped into sections. Multiple sections can be added, click [+] below the last field on the left to add more sections. "Header" should be the title of a section such as "Finishing Details". The "Data" area starts with 3 rows of information. After filling these in, click Save to add more fields for the section. Within the "Data" area, the "Key" is the title or human-readable text explaining the purpose of the entry. The "Type" is either "Static", meaning the text entered into the field to the right will be used directly as the value, or "Form Variable", in which case a variable name such as "card_title1" should be entered (without the quotes) into the field to the right. In both cases, if the resulting value is blank, then the Key will not be included in the order's meta data.

Figure 14.12. Meta Data Fields

Confirmation

Use the Confirmation page to review the most important aspects of your new item. If you need to make changes, you can return to any of the previous steps in the wizard (except for the first step) and make your changes, or simply use the Item Editor. Generally, using the Item Editor is the preferred practice.

Figure 14.13. Confirmation Step

Occassionall you may see an alert stating that the menu item is ‘locked’. This designation stems from the fact that the template has been modified to include custom programming, most likely through a request you or another site builder made. You can still edit the menu item but your changes will not affect the site, as the "lock" protects the custom code from erasure.

Any subsequent changes to a ‘locked’ template need to be configured by PageDNA programmers. Why do locked templates exist? Generally speaking, most commonly requested features can be added to a site through the menu options PageDNA provides, but occasionally custom programming is needed to solve custom tasks.

PageDNA is committed to steadily expanding the number of features available from the Site Configuration Menu. If you have any suggestions on features that might help you build better sites, by all means contact PageDNA directly. We thrive on input from customers such as you, and hope you enjoy our software. Now lets jump into the individual Web Page Template editing pages and learn what is possible with the Menu.

The Authorization page referenced below has been "deprecated" from the Product - what this means, is it's use is no longer suggested, as its role has been replaced by other pages. New sites started after January 15, 2009 have this step disabled by default.

The Authorization step can actually cause problems because the Authorization page is skipped entirely on reorders. That is a bad thing. Users putting billing codes, manager names and other important "authorization" information don't realize this when they re-order, and then the re-orders may linked to the wrong cost center, or manager, etc. The problems may not even be realized for months.

As such, the Shipping page is the correct page on which to collect authorization (requester name, billing codes, manager info). The Bill Page is another place where you can add these codes.

The AUTHORIZATION page is always the second page on a PageDNA ordering site. Its function is to collect information from the Requestor – the end user placing an order with this online ordering system.

For purposes of conducting sound business on the internet and helping streamline customer service, the PageDNA system requires certain fields from the Requestor: at minimum, their First and last names along with a full email address. Most sites also request some form of billing information on this page, be it a Cost Center or other billing code.

Cost centers, Accounting units, Divisional billing codes... they take many names but they serve one purpose: to allow your company to bill the appropriate accounting entity within your customer for procured goods. Since bogus cost centers cost everyone time and money, PageDNA has included verification features to help you ensure that End Users enter accurate billing information.

You can verify billing codes in a number of fashions. The Billing Code can be verified against a pattern filter, checked against a list of approved entries, or the user can be presented with a drop-down list of pre-approved billing codes.

Each verification method has merits and drawbacks. Checking against a simple pattern filter does little to stop users from ordering entering bogus cost centers (for example; all 9s). Providing a Drop-down List allows users the ability to quickly find a cost center; however, the End User can choose any cost center they see in the list. Lazy users have been known to ‘guess’ cost centers, causing accounting nightmares downstream.

Overall, the best verification method is to check against a list of approved cost centers. You will need to work closely with your customer to keep this database up to date. To keep the site current, PageDNA provides partners with the ability to upload a simple, carriage return delimited text file of valid codes – you can update these as often as you wish.

Creating and Maintaining a Billing Code Database

One way to manage Billing Codes is to create and maintain a database using "Edit dropdown..." Here’s the procedure: Procedure 18.1. Creating and Maintaining a Billing Code Database From the site menu, click the link "Authorization Page". Then click the link for "Bill To". Scroll down to where it says "Billing Code 1". One of the radio buttons is labeled "Provide Drop-down list of valid entries". Click the radio button to use your list from now on. Immediately under the radio button is a link for "Edit dropdown..."; click "Edit dropdown..." to open a new window. Enter cost centers into the text box, entering one per line as in the example below: 01000-311 01000-312 Alternatively, if you want descriptions to be shown that differ from the billing codes, use the following format with the "pipe" symbol "|" separating the value from the description: 01000-311|CORPORATE COST CENTER 01000-312|DESCRIPTIONS GO HERE The latter field will be shown to the user but the first value will be sent as the billing code. Once all of your data has been entered, save this information by clicking the "Submit" button at the bottom of the page. Caution Copying and pasting from a word processing or spreadsheet program can yield extraneous characters. If you are working in one of these programs, you can paste the information into a text editor, e.g. Notepad on a PC or TextEdit on a Mac, to eliminate problem characters. When using TextEdit, command+shift+T will convert it to pure text. The list of codes will now be live on the AUTHORIZATION step of your site. You may edit the list any time by using "Edit dropdown..." again. You can also access the dropdown edit feature directly from the site menu, using "Edit Dropdowns" from the Content Admin section, but only after you've created your initial list from "Authorization Page".

The Divisions Editor - found under the "Ordering Pages" section of the menu - is the interface you use to add Divisions to a site. This page is used for a variety of scenarios where you wish to break users apart into different groups. One common usage example is to use this page to allow users to select one of several "brands", which would then show different products on the subsquent "Select Items" page. Other uses of Divisions include breaking users into different categories of products that must be ordered independently from each other.

Another usage scnario is where you have different types of products requiring different configuration forms. You could - for example - have a 'division' for users ordering Business Cards or ordering Stationery. Stationery users would see a separate list of addresses on their imprint form. Products and/or addresses can be optionally filtered by Division.

For a further discussion of the different site types including division and Mega-Sites, please see the Help document found here.

This tab lets you edit the division definitions. A division definition is made up of:

You can add new divisions by clicking 'new'. Edit an existing division by clicking 'edit' next to its name in the list. You may 'move' divisions in the list by clicking the move button and then the new position in the list for the selected item.

You can copy a division by clicking "clone". If you want to automatically copy the item filtering to the copied division, check "Copy item filtering to cloned division" before cloning.

This tab lets you see how the divisions will look in the site. Make sure to enable the Divisions page using the "Divisions Editor" menu item to activate the page.

See also: Filtering Addresses by Division

This tab lets you associate certain products with one or more divisions. Use the grid to select which items are available in which divisions. If you have a long list of items, you can use the Item(Item Quick Search) field to find an item by long name or tag.

You may also edit product filtering using the Item Editor menu item. Click on Item Editor, edit an item, click on Display Info, and select the divisions in which the item is available by checking the box beside the correct Division Name. If you do not see a list of divisions, you have not yet enabled Divisions on your site.

When the user chooses a division on the Division page, they will only see the products associated with that division.

The setup page shows a couple key system values determining whether or not this feature is active. Another place to edit these settings is in the "Divisions Editor" menu item, where they are explained in more detail. The "login_next_page" option controls whether the CORP page is part of the site flow. If this is set to "corp" then the user will be presented with a list of divisions. If this is set to "choose" then the user will skip the CORP page.

The "choose_corp_filter" option affects the list of products displayed on the choose products page. If checked, then the division the user chooses will filter the list of products. See the filtering tab for more information.

This tab only acts to change the shell of the CORP page - the banner above the divisions and the button below the divisions.

You should change the banner to reflect what the organizations business units’ are called. For instance, "Please choose you division", "please choose your company", etc.

Like the "Catalog Admin" page, the button copy by default talks about to the next action the user will be performing. Specifically the default copy is "Continue to Choose Items". If the site is set up to skip the choose page when only one choice is available^[6], then that copy should be changed to "Continue to Imprint Information."

With the Extra Vars of a division, you can define variables that will be associated with the division. This is a powerful tool for making the stationery site behave differently for different divisions. For instance, to make the URL displayed on the business cards to change depending on which division was chosen, define a ‘card_www’ variable on each division.

Extra vars are used to store additional information linked to a particular division so as to affect site behavior for orders placed for that division. Numerous examples are found below. Here is a screenshot showing a user editing a couple extra vars:

Figure 20.2. Sample showing editing of Extra Vars

Extra vars are edited by putting the term (shown in bold above) on the left side, and then the value you'd like stored in this variable in the right hand side, as shown in the screenshot above.

Extra variables you may wish to use include:

The catalog is heart of your customer facing Storefront. It displays your items, and sorts them in to subsections as you choose for your customers to browse and make purchases from.

The setup and layout of your catalog in many ways will define your customer's experience with your store. As such, be sure that you've read the material below so that you can set up your catalog in a way that makes sense to you and your customers.

The PageDNA catalog can display your items in a wide variety of ways which you can configure from the Catalog Admin tool. You can create tabs, sub-tabs, and all sorts of different layouts. If you are using Divisions and/or Profiles on your site, you can also have the catalog display only specified items at the Division and Profile level.

To access the catalog and make changes to its settings, go to your Storefront menu and select Catalog Admin from the Web Templates menu.

Figure 21.1. Catalog Admin on the Storefront Menu

Doing so will take you in to the Catalog Admin tool, where you'll be presented with a series of menu tabs. Each of these tabs will allow you to manage different aspects of the catalog layout and behaviors.

The Catalog Admin option will change depending upon whether your site has the Shopping Cart feature enabled. For details about Saved Orders with the PageDNA Profile system, see our Help document here, located near the bottom of the page. For Saved Orders without the PageDNA Profile feature, see our Help document here.

	Tip
	To add a button, e.g. on the Index Page, that will take the user to a specific tab in the Catalog, please see this FAQ

	Tip
	To create a hyperlink, e.g. for use in an email, to a tab in the Catalog, please see this FAQ

	Note
	The catalog will prevent adding an item if it has incompatible mailing list options with items already in the order. For example, if the order already has an item that requires a list upload, the catalog will show an error message if a second item is added which can only be drop-shipped. Also, if an order already has a mailing list, only items that support that mailing list type can be added.

The next two sections cover the use of the Catalog Admin with and without Shopping Carts enabled.

On Storefronts that have Shopping Carts enabled, you'll have the following set of options available to you.

Figure 21.2. Catalog Admin with Shopping Carts Enabled

Adjusting the Catalog Settings

There are six different sections to the Catalog Settings tab. These control the general behavior of the catalog.

Don't forget to hit the Apply Changes Button to make any edits you've made take effect.

Layout Styles

Each of the three gallery formats (picture gallery, picture list, and compact list) have specific look and feel options that you can set. Those changes are made in the Layout Styles tab. Within this tab there are three subtabs, one for each of the three gallery formats. The Standard View cannot be configured here.

Picture Gallery and Picture List

These subtabs are broken in to two sections. The top section is a series of dropdown options and checkboxes that you can use to configure the layout of the tabs and what details are displayed on each item.

The bottom section allows you to set the thumbnail size, border options, default image for items that are missing catalog preview images, and the pop-up preview window options for when a customer wants a larger view of the item.

For Picture Gallery: The tab blurb can be displayed inline with your other products. You can also set the position it is placed - 1 for the first position, 2 for the second and so on.

Click the Apply Changes Button to save your changes.

Compact List

Since there are no images displayed on the Compact List view of the catalog, this subtab contains options that control the display of column data shown in the compact view. The top few options control the general display of the list, while the rest of the options allow you to customize the column names and some of their display options.

Pop-Up Window

In the Picture Gallery and Picture List sections of the Layout Styles tab, you were able to configure some of the settings for a pop-up window that would appear if a user clicked on a thumbnail image to see more detail. In this tab, you can configure the rest o the settings for that feature. Here you can add a close button to the top or bottom on the window, add description text, quantity and pricing information, and more.

Visual Settings

Under this tab, you can adjust many of the remaining look and feel options for your catalog. The top section allows you to set options for the catalog overall, including tab sizes, background and table colors, and table spacing. All colors can be selected using the color picker tool or by entering your chosen color's hex code in the box provided.

Figure 21.4. Catalog Admin Color Picker

In the bottom section, you can set up similar options for the tabs of the catalog. In addition to colors and widths, you can also set up the layout style and font sizes here. There are five layout styles. Rounded and Square options for traditional tabs displayed across the Catalog. Vertical tabs in three options to be displayed down the side of the Catalog. Reverse Vertical Tabs can be used if you need the tabs displayed on the right side of the page. Alternate Vertical tabs changes the Vertical Tab behavior so that when a branch or parent tab is opened, the user is taken directly to the first leaf or child tab.

Tab Manager

The Tab Manager is a very powerful tool that gives the ability to add, move, and delete tabs and adjust the placement of items within those tabs. With a new catalog, all of your items will be located within a single tab.

On the left side of the Tab Manager is a list of all your tabs. Under each tab are four different actions you can take with that tab.

Beneath the list of tabs is a [new] link that you can use to create additional tabs. You'll also find a tool that will sort the tabs alphabetically.

In order to move items in to different tabs, you must select them in the right hand pane. If you want to select several consecutive items, click the first item then hold down your shift key and click the last item you wish to move. To move several nonconsecutive items, hold down your control (command in OS X) as you click each item. With an item (or items) selected, you can now click and drag the line at the top of the tool labeled Select items and drag this to another tab. This can be done with items or subtabs.

Figure 21.5. Catalog Admin - Tab Manager

Search

If you have turned on the search feature in the Catalog Settings tab, then in this tab you can establish that search behavior. Using the checkboxes you can select each of the item attributes that are searchable. Using the dropdown boxes, you can select how the search results are sorted and presented to the customer.

On Storefronts that do not have Shopping Carts enabled, you'll have the following set of options available to you.

Figure 21.6. Catalog Admin without Shopping Carts Enabled

Adjusting the Catalog

There are six different sections to the Catalog tab. These control the general behavior of the catalog.

Layout Styles

Each of the three gallery formats (picture gallery, picture list, and compact list) have specific look and feel options that you can set. Those changes are made in the Layout Styles tab. Within this tab there are three subtabs, one for each of the three gallery formats. The Standard View cannot be configured here.

Picture Gallery and Picture List

These subtabs are broken in to two sections. The top section is a series of dropdown options and checkboxes that you can use to configure the layout of the tabs and what details are displayed on each item.

The bottom section allows you to set the thumbnail size, border options, default image for items that are missing catalog preview images, and the pop-up preview window options for when a customer wants a larger view of the item.

Click the Apply Changes Button to save your changes.

Catalog/Tab Settings

In order to create or edit tabs in your catalog, you'll need to use this tool. There are 8 fields for each tab.

To add to edit a tab, enter your information and preferences for each of the fields listed above and click the Apply Changes button. Unused or unwanted tabs can be hidden using the HIDE checkbox.

Item/Tab Settings

In this tab you will assign items to each tab of your catalog. Here you'll find a list of all the items on your site. To the right of their name is a dropdown box that contains a list of all the tabs in your Storefront. Simply select the tab from that last that you want the item to display in. If you want to use a tab that is not listed there, you can enter the name for a new tab in the box on the far right. A new tab will be created that you can edit in the Catalog/Tab Settings tab.

Be sure to click the Apply Changes button to save your changes before navigating away from this tab.

The top of the Imprint page is controlled through the Menu named "Form Header/Footer". This small configuration interface lets you configure the banner shown at the top of the Imprint form to users when ordering.

The Personal Form, Item Form and Shared Form are forms that can appear in the "Configure" step where the user enters their imprint information.

You can enable any one or all of these forms to make them available to an item in the Form link which can be accessed when you edit an item in the Item Editor. This is discussed in Configure "Imprint" form: Item Forms and Shared Forms.

Whenever you need something similar to fields used on a business card, you can start by using the Personal Form. The Personal Form is a shareable form designed to handle personal information typically used for business cards, letterhead and envelopes such as: name, title, addresses, phones, emails and websites.

Every item is linked to a Personal Form by default.

Personal Form

There are sections for the Personal Form (nametitle, address, contact, phones). These sections can be turned on or off per item. If a section is not enabled, that part of the form doesn't appear to users. This allows you to use the same Personal Form for items requiring some of the same fields. For example, you would probably want all these sections enabled for a business card and use the same Personal Form for the matching envelope, but only enable the address section.

You can disable the Personal Form completely by deselecting all four Personal Page Sections, which you would most probably do for a Static Item.

	Caution
	If you enable any of the Personal Form Sections, but do not enable any fields in the Personal Form, the "Configure" step will be presented to the user.

You can build as many Personal Forms as you need, and link them to items or divisions by using the Multiple Personal Feature. There is also a video tutorial that covers the use of the Multiple Personal Feature (video tutorial). This means you can share Personal Forms, saving you editing time when many products have the same "personal" field requirements.

	Caution
	Because Personal Forms can be created and linked to items or divisions, you need to be careful when editing a Personal Form used by another item or division because you will affect the fields used for the other item(s). The Multiple Personal Feature allows you to add new Personal Forms for use on the site.

Item Form

Beyond the core "personal information", you may find a product that needs additional fields that are not available in the Personal Form. Some examples are a file upload field, a date field, time fields, or other fields that are very custom and non-standard.

	Tip
	You can use an Item Form and/or Shared Form instead of a Personal Form to customize the order in which the fields are displayed and/or the types of fields.

An Item Form is "item specific" and can be appended to the Personal Form in the Configure Step of the ordering process. An Item Form is only available to the item to which it has been linked. There is an Item Form drop-down list in every item's Form link. If you enable both the Personal Form and an Item Form, the Item Form's fields will appear below the Personal Form's fields. Item Form fields cannot appear within or above any of the Personal Form's fields. This cannot be changed.

Shared Form

If you plan on using one or more fields for several items and don't want to have to create them for each item, you can use a Shared Form. To create a new Shared Form, select New from the Shared Item Form drop-down and enter a name for the form. It will be available to other items. Shared Item Forms can only be linked to items. They cannot be linked to a division.

	Important
	If all three types of forms are enabled for an item, the order in which they are displayed is Personal Form, Shared Form and Item Form. This cannot be changed.

Please see the beginning of this chapter for links to its topics, or click Next, for more detailed information about each of these forms.

In the ordering site, the PERSONAL page becomes the top part of the IMPRINT page (the bottom half comes from item configuration forms – see Item Forms for more information). This is edited using the "Personal Page" menu item (or items if multiple personal forms are defined). This template contains many fields, each collecting bits of ‘personal’ information to be used on the imprint for an order. Examples include name and title, address, phone numbers, email addresses and website URL.

If a user has indicated that they are placing an order for themselves, information from the AUTHORIZATION template is passed into this form (e.g., name and email), saving the user keystrokes (and time).

The PERSONAL portion of the IMPRINT page in ordering sites is relatively long, so it has been broken into sections. To move between sections, use the "Quick Navigation" arrows to get around the page options.

User Instructions

Brief Instructional Message.

This text blurb appears above the name and titles section, providing concise written instructions to the user. An optional part of this section – which we recommend you include – is the Accent Reference Guide. This feature provides users with a link to open a popup window that includes information on how to keystroke accented characters (for example, ü (u with umlaut)) onto the Imprint of their items.

You can view the Accent Reference Guide at http://www.nationsprint.com/clients/[site]/accenthelp.cgi

The Accent help popup can be changed so that all the text and column labels can be changed and translated to all the languages on your sites.

Technical note: Our software supports ISO-Latin-1 and UTF-8 character sets.

Name And Title Section

Header Label.

This is the text to appear in the banner appearing above the Name and Title section. Default value is "Name and Title"

Header Sublabel.

This appears in parentheses below the Header Label. Default value is ‘leave fields blank if they do not apply’.

Name

The personal page always splits the ‘First Name’ and ‘Last Name’ fields into two separate inputs; these two fields are the least that can be present to capture an Imprint name.

Name Prefix.

This field, if included, allows the user a way to input any name prefixes onto their order (i.e., ‘Mr.’ Or ‘Dr.’).

First Name.

Mandatory to include, but can be made optional. Often users will want to make the First and Last Name fields optional to allow users to order "blank" business cards with only an office address.

Middle Name.

If selected, this provides a field for the user to enter a middle name or initial. This is often used if the email address format uses the middle name and Auto-Format is enabled.

Last Name.

Mandatory to include, but can be made optional.

Name Suffix.

This field, if included, allows the user a way to input any name suffixes onto their order (i.e., ‘Jr.’ or ‘Ph. D.’).

Affiliations.

This field, if included, provides the user with a list of checkboxes next to a list of approved affiliations. These affiliations are to be entered into parm.db and given a Key in the ‘Key’ field. This is an infrequently used option.

Titles and Departments

Titles 1-5.

The first title field can be configured a Drop-down List, useful if the customer has a fixed list of titles. Also, it can be a standard free-entry field. The remaining 4 title lines are all free-entry fields. We’ve never seen more than 5 title fields on a site.

Departments 1-3 and Company.

These fields act like essentially like additional free input title fields – they simply have different underlying variable names.

Divisions

Divisions 1-2.

The divisions are Drop-down Lists that you may include in your site. These fields appear below their own banner, separated from Name and Title. Note that these fields are not related to the CORP page and the Divisions Editor menu items.

Hiding Sections.

Certain products do not need the inputs from the ‘Name and Title’ section. A common example of such an item is an envelope – often the only imprint information appearing on this item is the street address. If the user is only ordering envelopes, there is no reason to ask for ‘Name and Title’ information – and in fact, asking for this information may be confusing to the End User. For situations such as this, the PageDNA system provides a simple way to hide the ‘Name and Title’ section when appropriate. The way to hide sections is to go to the Item Editor. Within the Item Editor, pick the product and click on the 'custom' link (also called Other Settings). Within the Other Settings, you will see sections:. These sections refer to the four main sections of the personal form. nametitle If you check the nametitle section, it will activate the name and title sections of the personal fo address If you check the address section, it will activate the address section of the personal form. contact If you check the contact section, it will activate the contact section (phone and email sections) o phones If you check the "phones" section, it will activate the Main Phone and Fax section of the personal Required inputs that are hidden will still act as if required. Therefore when using the hide section feature, you must ensure that none of inputs in the section are required, or the user will be unable to proceed. There is currently no method for hiding at a more granular level than by section. In other words, you cannot display name and title inputs if the End User is ordering one product, and then show just the name inputs if ordering a product without a title.

Phones

The phones section can have up to 7 phones. Like the Name and Title section, the phone section can be hidden for certain products.

Phone Options

Auto-Move.

This is a useful option that will ease phone number entry, although it requires that the client use a modern browser. With US-style phones, the phone number is split into three fields. Although this layout improves accuracy of input, users often complain about having to switch fields so often (using the mouse or the [TAB] key). Auto-Move automatically moves the text cursor the next field once a field has been completed. For instance entering the phone number 650-987-1234 without Auto-Move would require the user to press the keys 6 5 0 [TAB] 9 8 7 [TAB] 1 2 3 4. With auto-move the user can simply press 6 5 0 9 8 7 1 2 3 4. This feature only works on Netscape > 4.7 and Internet Explorer > 4.5. On Internet Explorer the cursor stays in the field after it is filled up, and then the next digit entered will appear in the next field. On Netscape the cursor will move to the next field as soon as the current field is filled up. Neither browser will allow deleting to automatically move to the previous field.

Labels.

Each phone is made up of a label, the phone number and optionally may the extension label, and the extension. The label can be hard-coded, free-entry or a drop down. In all three cases the value is passed to the style, and therefore it is the personal page that should determine what the phone labels on the stationery look like, unless you choose to override this in your style. You may also choose to enter a "Style Value" for Hard Coded or Drop-down phone labels, which will pass another value (different than what is displayed to the user) into the style files.

Note that you need not enter drop-down information more than once... on subsequent phones you can simply "Copy values" from previous phones by clicking the link next to the drop down list.

Fields.

The phone number fields are not configurable. They either appear as three separate fields, for US-style numbers, or as a single field, for international-style numbers. The Catalog page determines which style is displayed, see the "Catalog Admin" menu item for more details. The option called "Uneditable entries" under the hard-coded label option will actually remove the phone fields and display a hard-coded, fixed phone number instead. You can vary the number of fields shown / allowed for either Domestic or International format phone numbers - this is configured at the top of the Phones section.

Extension.

The extension label can be hard-coded or a drop-down and like the phone label is passed to the style. A drop-down for the extension is often used to accommodate pager pin numbers. The extension field can be configured for length. If the "Wrap Extension to Newline" option is checked, then the extension fields will appear below the phone number field on the form. This does not affect the phone layout in the style.

Passing Phone Numbers from an Address Database

Occasionally, you may run across a client with hard-coded phones for each particular office location, such as Main phone and fax numbers. One way to accommodate this in your sites is to actually add the phone number(s) to the address database. Here’s how: Procedure 25.1. How to Pass Phone Numbers from an Address Database Add ‘card_phone’ and/or ‘card_fax" to "addrfields" using the Address List Editor menu item. Populate your address list database with the correct information. Alter your style to include logic that looks for these variables. If the user selects an address from the drop-down list having phone numbers defined, these numbers will be available to you in your style. Contact PageDNA support if you need any assistance configuring your site or style.

Using the Multiple Personal Feature

Multiple Personal Feature is an elegant solution to a very complex problem: asking the user for the correct fields when ordering one of many complex imprinted products. Put simply, Multiple Personal Feature enables creation of unlimited independent personal imprint forms and lets you link them to products or divisions on your site.

This feature is extremely useful if different products (or divisions) on a single site require different imprint inputs from the user. For example, a letterhead imprinted product may only allow the user to enter two phone numbers, whereas business cards allow 4 phones. We need to create a separate version of the phone input options to show when people order just letterhead, but show the more complex form when users order business cards or both products at the same time.

Using the Multiple Personal Feature menu item

The Multiple Personal Feature is found in the Menu each site in Web Templates by clicking on the plus (+) next to Personal Page. By default, all items are linked to the (Base) personal form. If you do not define an alternate mapping, this form is used for all products, and the sections are shown based on which items are ordered. To create a new mapping, it is necessary to create an alternate personal form.

To create a new alternate personal form, enter a tagname for the form such as letterhead, select the personal form to 'clone' with the radio button above (default is your only option if you are creating your first additional personal form). Then click New. The tag must start with a letter and cannot contain any additional underscores. The only allowed characters are letters and numbers.

Figure 25.1. Create New Personal Form

The new Personal form now appears in the list. Next we need to link items or divisions to this new form. To do this, check the divisions or product(s) that should use this alternate personal form, select the new personal form, and click the " Link " button.

You can link personal forms to items (individually) or divisions. The divisions are listed on the left below "Divisions". The alternate personal forms are listed on the right, below "Personal Forms". , and can map each product to its own personal form if necessary.

The page will refresh and you will see that linkage has been established in the items list as indicated by an arrow pointing to the new personal form for this product.

Making changes: To change the divisions or products linked to an alternate personal form, enter the tagname for the form as it appears under "Current Personal Forms", check the divisions that should use this alternate personal form, and click the submit query button.

To delete an alternate personal form, enter the tagname as it appears under "Current personal forms", and press delete. You will be asked to confirm the deletion.

Lastly, you need to configure this new Personal form to meet the needs of the linked products. A new menu item for editing the alternate personal form you created will now appear on the menu. Click the word "Menu" on the navigation bar to return and look under the "Ordering Pages" section. For the example of a chosen tag of "letterhead", the menu item for that form would be titled, "Personal_letterhead Page".

If a user selects two products in the same order that use different personal forms, the system will use the personal form listed highest in the list presented inside Multiple Personal Feature. To change the order of precedence for different personal forms, you can use the Move Up and Move Down buttons on the right side of the Multiple Personal screen.

Keep in mind that creating many personal forms will make your administration menu very long. So, it is a good idea to enter in descriptive tagnames for your personal forms to help you find the right one quickly. Even so, if you ever forget which personal form belongs to which item, you can find this relationship in the "Edit Items" menu under the "configure_form" column.

Item Forms and Shared Forms are tied to products or items, and are shown at the "Configure" step when the product is ordered. Each product may have a Shared Form and an Item Form. The difference is that Shared Forms have an associated name, and can be shared across multiple items. Please see Understanding Personal Forms, Shared Forms and Item Forms for an explanation of the difference between these forms.

Item forms are enabled by visiting the "Forms" tab of the Item Editor:

Figure 25.2. A screenshot of Item Editor's "Forms" tab

Choose a type, then save. "Form Editor" is the recommended type. After saving, you will see a link to edit the Item Form, both in the Item Editor and in the menu itself.

Figure 25.3. Item Editor's "Forms" tab with Item Form links

In other words, after setting the type of Item Form on the product definition, a menu item for editing that Item Form, appears in the menu. The menu item will include the type of Item Form along with the product's unique identifier - the 'tag'. For example, an item with the tag 'bc' (Business Card) with a translation form on the site would generate a menu item named:

Item Form translation for bc 

You can change the type of Item Form used. When changing from a Generic Gold type to a Form Editor type, an option to convert the form is presented. See Converting To Form Editor for more information.

Configuring Shared Forms is also done in the Item Editor. Either Choose "New..." from the list and give the item form a name, such as "Business Cards Form" or "bcform", or choose an existing Shared Form from the list.

You do not need to select a type when creating a Shared Form, as they are always created using the "Form Editor" type. They used to be created as Generic Gold types. When choosing an existing Shared Form that is currently a Generic Gold type, you will be able to convert to a Form Editor type. See Converting To Form Editor for more information.

Item forms and Shared forms are often useful if you need to provide the end user with configuration options specific to a particular item. These forms allow you to extend the ordering site to almost any product niche. Following are descriptions and instructions for configuring some of the item forms PageDNA offers.

Generally speaking, using Shared Forms is more convenient since future products needing the same imprint fields will not need to re-created. Item Forms can be used to provide supplementary fields, that are unique to one of the products using a common shared form, or to use a form type other than Form Editor.

Form Editor - Dynamic Form Editor

Form Editor is a very convenient way of editing item forms that supplants the Generic Gold form type. Form Editor allows you to create a simple form for your users with a wide variety of inputs, including free-entry fields, drop-down lists, checkboxes and other fields. This is useful for adding extra fields to a product - such as those not covered by the core PageDNA technology. These fields can be referred to in your styles (for variable items) or sent downstream in email messages sent to the customer and/or manufacturing by adding the variable(s) to the Custom Fields section of an email template.

When you first edit a Form Editor form, you will see the form as your users see it. When you highlight the individual fields, you will have icons to Clone, Edit, Move up, Move Down and Delete a field, respectively. In between rows, an arrow allows for insertion of fields.

Each field needs a variable name, that is different from the other fields in the form. This variable name is passed to the style. There are rules for these field names: they cannot start with a number, cannot have any spaces or funny characters (includes dashes, percentage signs, etc.) except underscores.

Field Input Options

When you add a new input you are presented with a dialog asking which input type you'd like to insert. There are four categories available - browse them by clicking the darker grey sub-headings, to expand the selected option.

Figure 25.4. Form Editor - Field Selection

***** All-Purpose *****

Form Group/Section

This is not an input, but is used to create section dividers or "sub-headings" between inputs. Does not require a Field Name.

Single Line Text Input

This provides the user with a single line of text input, like most standard inputs provided to users. Field can be made optional or required, can have a configurable size (# of digits shown to user) and maximum length (number of characters allowed), can be pre-populated with a default value and lastly can have copy appearing before the input given to users. This latter feature could be used - for example - to put a dollar sign ('$') in front of a price input so the users know they do not need to include the dollar sign in their input.

Multi-Line Text Input

Provides users with a large text box. Width of the text box is edited in the "Columns" field and the height of the default text box is controlled with the "Rows" input. You can define default text, make this required or optional, and also turn on optional character or line counters to keep users from entering too much data into each field.

Lastly, you can turn on a spell checker to allow users to check their verbiage before proofing. Simply select the checkbox for Spell check when setting up the Generic_Gold_form.

Figure 25.5. generic_gold_form selection

The form look like this:

Figure 25.6. How the form looks to the user

When the user selects the Spell Check button at the bottom of the page, they see:

Figure 25.7. Spell Check pop-up window

Drop-Down List

Provides your users with a custom drop-down list of options. Enter one option per line - the options will be sorted in the order you enter them here.

You can either use a standard format such as:

Option 1
Option 2

Or alternatively, you can enter the values using a special format that allows one thing to be shown to users in the drop down list, but have another thing to be passed to the style:

con/doe_john.eps|Doe, John
con/smith_jane.eps|Smith, Jane
other|Other Upload below...

In the example shown directly above, the user would see three options appearing in the order they are listed: "Doe, John", then "Smith, Jane" then "Other... Upload below".

Depending on what they select, the value to the left of the vertical bar symbol "|" will be sent to the style - in this case, it either is sending the path to a pre-uploaded file in the "con" directory, or sending "other" if the user indicated they wish to upload another photo.

This approach can be useful if you want to send something meaningful to the style (the locations of assets to display on the product, above) but something short and sweet to the users (the names in a format the users recognize in this case).

For an example of using a custom drop-down list to allow the user to choose a color, see our example found in the Typography Exceptions chapter of the Style Building section of this documentation.

Checkbox Table Field

This input type allows you to present the user with a list of checkboxes, all presented in a more compact and more easily edited format than you would encounter if you tried to build separate inputs for a long set of options. Contact support for assistance with this feature.

Radio Button Table Field

Like the checkbox table, but allows only one value to be selected at a time. This input type allows you to present the user with a list of radio buttons (round buttons, only allowing a single item to be selected), all presented in a more compact and more easily edited format than you would encounter if you tried to build separate inputs for a long set of options.

***** Upload *****

You may find the File Upload Document Button field and File Upload To Style Button field in the Upload section easier to use and more user friendly than the File Upload Button field in the Advanced section.

File Upload Document Button Field

This field type is designed so the user can upload a print file that will not be embedded in a style, like an upload used for an SosSpecialRequestItem. It has a smaller set of options than the File Upload Button field (under the Advanced section) to simplify setup. It also has a Convert To PDF option which allows uploading Microsoft Office files, e.g. Word, PowerPoint, and Excel, and converts them automatically to PDF format. Our solution is unique because it does NOT require installation of a print driver, such as Adobe’s PDF JobReady. We send both the converted AND the original documents to production.

	Note
	The Convert To PDF option is not available for the File Upload Button field, found in the Advanced section.

Figure 25.8. File Upload Document Button Field

File Upload To Style Button Field

This is a simplified version of the File Upload Button field, found in the Advanced section. This field allows for conversion to color or black and white. It cannot check file type or color space.

Under the Aspect Ratio Checking section are three options. The width and height must be specified in points. The Minimum Resolution should be the minimum that you are willing to print for the uploaded file.

If you allow for cropping on the site:

• If you specify both the width and height, the user will be presented with a single slider to adjust the size of the cropped area. The aspect ratio will be maintained as the area to be cropped is adjusted. The user will not be able to crop to less than the minimum dimensions specified.

• If you specify only one dimension, the user will be presented with two sliders to adjust the cropped area's height and width. They will not be able to crop to less than the minimum dimension specified.

• The user can drag the cropped area around to capture the part of the image they need.

• After cropping, a Crop button will appear on the item form so the user can re-crop the image after proofing.

	Note
	Cropping cannot be disabled for this field type. If cropping is enabled on the site and you do not want to allow cropping, please use the File Upload Button field in the Advanced section.

Figure 25.9. File Upload To Style Button Field

***** Contact Info *****

Primary Address Drop-Down

If you do not, or cannot use the address drop-down list in the Personal Form, and need to create a single, or primary address drop-down list using the Form editor, please configure the field as follows:

Variable Name: card_office

Label: We recommend adding a label

Dropdown Datasource: Address List will access the Address List Editor, located in the menu > Site Content section. Shipping Addresses will access Shipping Addresses, located in the menu > Site Content section. Shipping Addresses is an address list database separate from the Address List Editor.

Use Division Filter: This must be enabled if you need to filter addresses based on Division.

Use Blank Option will present a blank set of address fields to the user. We recommend adding Blank Option Text, e.g. Please choose...

Dynamic Fill: If you will present address fields populated with the user's selection from the address drop-down list, enable this. As an option, you can create Read-Only fields populated with the address information so the user cannot change it.

Fill On Page Load: Automatically fill fields with the values from the first available value when the page loads, if no values are set. The "Dynamic Fill" option must be enabled for this to work.

Do not enter anything in the Remap fields

Objdest: as a general rule, this is not needed for the primary address drop-down list.

Division Filter drop-down: This needs to be set to Division when filtering addresses based on Division.

Please see the screenshot below for the standard settings without filering based on Division.

Figure 25.10. Primary Address Drop-Down List

Second and Third Address Drop-Downs

You may need to include more than one imprinted address on a product. While giving users two drop-down address lists is not supported in the Personal Page, you can do this with an Item Form or Shared Item Form using the form Editor.

The approach described here allows any number of address drop-downs of the same address list to be shown to the user. This is accomplished by creating an Item Form or Shared Item Form and then adding one or more address drop down lists as needed to the Item Form.

The address drop-down lists are all fed by the central address database for your site, edited through the Address List Editor, found under the Site Content section in the site's menu. These address drop-down lists can be configured to autofill text fields or send the selected address to the style and have it typeset without populating any fields on the Item Form.

In the Item Form using the Form Editor, add an Address Dropdown List field. We recommend using a variable name like addr2 or address2. In this example we used address2.

Enter a label, which will be visible in the ordering session.

As a general rule, the Datasource will be Address List. The list can be filtered by Division and you can use a Blank Option. If using the Blank Option, please complete the Blank Option Text, e.g. Please choose..., as in the example below.

If you will be displaying the information for the address on the Item Form, you should enable the checkbox for Dynamic Fill as in the example below. The fields you create to display the address information can be editable or read only. The variables you need to use for text fields to be autfilled need to begin with the variable used for the address drop-down list, e.g. address2_street1.

You may want to enable Fill On Page Load, depending upon the behavior needed. This is usually desirable if not using a Blank Option.

Remap: This is what distinguishes the second address drop-down list from the primary address list. In this example we need to remap from card_ to address2_

	Important
	If you do not enter anything in the Remap fields, when the user selects an address from the primary address list, it will populate the fields for the second address. And, when they select a second address, it will change the primary one.

Objdest: This needs to be enabled only if you are not displaying address fields populated with the user's selection from the drop-down list.

If filtering addresses by Division, the Division Filter should be set to Division. Division filtering is not being used in this example.

Figure 25.11. Second Address Drop-Down List Field

The example below deals with a second and third address drop-down list in a style using the variable names address2 and address3.

When in Visual Style Editor, you will need to enable Block Logic. You would then use the syntax shown in the example below in either the Preblocks tab or Postblocks tab to pull in the address fields for the selected addresses:

address2=DEFOBJ(address2) or ''

Addr2Block =DWIMBLOCK([F1, CENTER,
                      address2.card_street1, NEWLINE,
                      address2.card_city, ', ', address2.card_state, NEWLINE,
                      address2.main_phone],
                      (153, 20), (MIDDLE, BOTTOM))

address3=DEFOBJ(address3) or ''

Addr3Block =DWIMBLOCK([F1, CENTER,
                      address3.card_street1, NEWLINE,
                      address3.card_city, ', ', address3.card_state, NEWLINE,
                      address3.main_phone],
                      (153, 80), (MIDDLE, BOTTOM))

Note the emphasis added above. The modifiers 'address2.' and 'address3.' have been added in front of the 'regular' fieldnames for the address field names so as to access what the user selected in the 'address2' and 'address3' drop-downs. If you ever forget your address field names, visit "Address List Editor" found in the Menu under Content Admin and use the "Change Addrfields" button to view the current setup.

You can use the above approach to add as many drop-down lists as you want to an item, however we still strongly recommend using the "Personal" form drop-down list as your primary address list for routine functions.

Domestic Phone

This adds a US-formatted phone input to the form. This is advised where the "core" phones provided in the "Personal" page fall short on your requirements. Whenever possible, we recommend using the "Personal Page" phones as they have more options and tie more closely into other parts of the system.

Labeled Domestic Phone (also International)

The Labeled Domestic Phone is more versatile than the Domestic Phone (above), allowing you to configure the way phone labels and extension labels are displayed. It also allows for International style phone fields if they are forced by you or if you allow the user to select between the two formats for all the phone fields on the form. International style phones are a single text field. The International style will also pass the extension label and extension number if these are enabled. (All the phone fields will be either Domestic or International on the form if you force them or if the user changes the format.)

Email Field

A field that will allow an email address to be entered and show the domain (the part after the '@') as static text, a free input, or as a drop-down list or pre-selected email addresses.

City, State, ZIP

Allow a user to enter a city, state and zip code on one field, with an option for the state value to be a drop-down list. The drop-down can be US states and/or Canadian provinces.

State

Drop down list of US states.

State

Drop down list of Countries.

***** Date and Time *****

Date

This option creates a date input field for users. It can be configured to ask for general inputs, such as just asking for a month, to very specific inputs like asking for a full date ("Monday, May 8th, 2005"). The options include the ability to warn the user if they choose a date in the past, notification if they choose a day of week that doesn't correspond to the specific date they chose, and the ability to use the current date as the default. Several fields are sent to the style from this input. They will be carry the prefix of the Field Name you've given this input. If you are unsure of a field's name, save and re-edit the form and look at the green text next to each part in the form builder - these are the portions of code to reference in your style in order to get that part of the date selection.

Time

This provides your users with a single or dual (time span) input for date. You configure how to increment the minutes in the "Incriminator" input. If you enter 15 here, the user will see time selections for every 15 minutes of a day and be limited to choosing one of these. Other options here include the use and format of suffix, and setting the current time as the default.

Figure 25.12. Date and Time Options

***** Advanced *****

File Upload

One of the most powerful features offered in Generic_gold, this input type allows your users to upload a file (GIF, TIFF, EPS, or JPEG) for inclusion on a product.

Advanced options for photo upload include the ability to check the uploaded photo before allowing the user to proceed. Upon image upload we can check the file for file type (JPEG, GIF, TIFF or EPS), color space (greyscale, RGB, CMYK, or indexed), image aspect ratio (ie, only allow photos sized 4:3, +/- 20%) and image resolution (ie, shortest edge must be longer than 20 points).

... you can, in other words, selectively test uploaded files and reject them based on these attributes, before the user even proofs their item. Once the file is uploaded, the system converts that file to EPS on our end, whereafter you can convert colorspace (color to greyscale), auto-shrink picture to fit inside a defined 'picture frame', with picture aligned horizontally and vertically per your specs.

	Note
	If you allow uploading image types other than EPS, make sure to select one of these options under "Convert to EPS": "Color" or "Black and White"

If you wish to include photo upload on a site and have additional questions, please contact support and we will provide you with more detailed instructions for your particular scenario.

Profile Drop-down

This feature - which only works on Profile sites - allows access to data stored in side profiles from a custom item form. Contact support if you think you need this feature.

Profile Drop Down List

This feature - which only works on Profile sites - allows access to a field from the users' profile. Contact support if you think you need this feature.

Sublogo Drop-down

This feature allows a user to select a "sublogo" with a form input designed expressly for this purpose. Please see seperate documentation http://www.nationsprint.com/hub/docs/html/SiteConfiguration/custom-item-forms-sublogo.html

Radio Button

Normally, you will create multiple radio button inputs at a time to allow a user to select from one of a list of options... only one of the inputs can be made the default (pre-selected when the user visits). Name all of your linked Radio Buttons with the same "Field Name" but make sure you have a different "Value Passed to Style" so you can tell in your style which option was selected.

Checkbox Field

Provides users with a checkbox to enable or disable activation of something of your choice. The value you enter will be sent to the style as a string of text, but only if the checkbox was selected.

Single-Line Password Input

A password text field that hides the input as bullets as users type.

Validated Text Input

A single-line text field that validates the input upon submission of the form. This gives the form a way to force the user to enter text in a particular format.  

There are two modes which can be used for text checking: a simple Pattern method, or using the more advanced Regular Expression method. Read more about regular expressions here: http://docs.python.org/library/re.html#regular-expression-syntax

Read-Only Input

A single-line text field that is appears in an uneditable state. This is useful for showing a value that is filled from an address drop-down or from an earlier step in the site.

Raw HTML Field

This field allows arbitrary HTML to be entered and displayed in the form where the field would normally appear.

No scripting or variable substitution is offered. Any value in the INPUT, SELECT, TEXTAREA tags or other field tags will be used as a default and will be changed as needed to retain the current value in the form.

Some or all of the fields can be marked as required.

Canned Blurb Field

Canned Blurbs add functionality to multi-line text boxes on an form. They allow the customer to select from several prewritten text blocks by using a dropdown list to make their choice.

To set up a canned blurb field, choose a blurb key. The field name is a good choice. You can use the same blurb key among different fields. Once the option has been added to your form you can add, edit, and delete blurbs using the tools on the form page, as shown below. To Add a blurb, choose the "[insert new...]" option, type in the blurb in the box below, and press Update. You will then be prompted to enter a label for the blurb. To edit a blurb, choose the option, modify the text, and press Update. You will be prompted to change the blurb's label if desired.

Figure 25.13. Canned blurb

Mini-Tutorial

Lets say you wish to create a drop-down list of "Back Side Imprints" for a business card. This would be a scenario wherein you wish to only display these backsides to the user while proofing - You would first edit the business card item (using Item Editor in the menu) and enable a "generic_gold" item form in the custom tab.... then, after saving, click "Item Form" to build the new custom item form. The form you build will ONLY appear when users order the product linked to this item form. You may need to start a new order to have the new form appear.

generic_gold - Generic Form Builder, Gold

Generic Gold forms allow you to create a simple form for your users with a wide variety of inputs, including free-entry fields, drop-down lists, checkboxes and other fields. This is useful for adding extra fields to a product - such as those not covered by the core PageDNA technology. These fields can be referred to in your styles (for variable items) or sent downstream in email messages sent to the customer and manufacturing.

When you first edit a generic_gold form, you will see at the top options for the Form Header and Subtitle. These are shown at the top of the form you are about to build, and help the user understand which product they are configuring when ordering multiple items at the same time.

Most of the time, we recommend that you use a Form Title such as - for example:

Options for Business Card

Because this text does not update if you change your product name, you may wish to try the following text for your Form Title, which will automatically update the form to show the name of your product, even if it changes in the future:

Options for %(self.get_longname())s

Below the Form Header, you will see slots for 10 different inputs - the inputs you define will appear to the user in the order they are entered here. If you run out of fields, simply save the form and edit again, and you will have 10 new blank fields to work with. You can have as many inputs as you wish. Use the "Jump Pad" to move quickly to the next form field, simply by clicking on the number for the input you wish to edit.

Each input needs a Field Label. This is the text shown to the left of the input, explaining to the user what they are to enter (eg, "Welcome Message:"). For section headers, this is the text shown across the banner (which spans both columns and has no input).

Each input (except section headers) needs a Field Name. This becomes the variable name passed to the style. There are rules for these field names: they cannot start with a number, cannot have any spaces or funny characters (includes dashes, percentage signs, etc.) - underscores are allowed, however. Additionally, we strongly recommend that you make sure that all Field Names across an entire site be unique - this is important so that if a user orders two products at the same time, no "name space collision" occurs. Our recommendation is to start each field name with the tag for that product, for example, for a business card with a tag of "bc1", you might call your field name:

bc1_yourfield

After assigning a field name, you need to define what type of input this field will be. Each input can be one of the following: blank (used for section headers, which are a way to break up groups of fields into clusters), single line of text, multiple lines of text (for long bits of text like paragraphs), Domestic phone number, checkbox, custom drop-down list, drop-down list of states, drop-down list for date, drop-down list for time, or a file upload.

Most commonly, "generic_gold" forms are used to add text inputs to products that are not supported in our standard "personal" imprint form. While the "personal" form handles most common inputs such as name, title, addresses, phones and other contact info, from time to time you may find that you need additional fields - this is when the generic_gold form comes in handy. For direct mail pieces or other complex products, you may find that you build most or all of the inputs using generic_gold. The various input types are outlined below:

None (for sub-headings)

This is not an input, but is used to create section dividers or "sub-headings" between inputs. Does not require a Field Name.

Single Line Text Input

This provides the user with a single line of text input, like most standard inputs provided to users. Field can be made optional or required, can have a configurable size (# of digits shown to user) and maximum length (number of characters allowed), can be pre-populated with a default value and lastly can have copy appearing before the input given to users. This latter feature could be used - for example - to put a dollar sign ('$') in front of a price input so the users know they do not need to include the dollar sign in their input.

Multi-Line Text Input

Provides users with a large text box. Width of the text box is edited in the "Columns" field and the height of the default text box is controlled with the "Rows" input. You can define default text, make this required or optional, and also turn on optional character or line counters to keep users from entering too much data into each field.

Lastly, you can turn on a spell checker to allow users to check their verbiage before proofing. Simply select the checkbox for Spell check when setting up the form.

Figure 25.14. generic_gold_form selection

The form look like this:

Figure 25.15. How the form looks to the user

When the user selects the Spell Check button at the bottom of the page, they see:

Figure 25.16. Spell Check pop-up window

Domestic Phone Number

This adds a US-formatted phone input to the form. This is advised where the "core" phones provided in the "Personal" page fall short on your requirements. Whenever possible, we recommend using the "Personal" page phones.

Checkbox Element

Provides users with a checkbox to enable or disable activation of something of your choice. The value you enter will be sent to the style as a string of text, but only if the checkbox was selected.

Radio Button

Normally, you will create multiple radio button inputs at a time to allow a user to select from one of a list of options... only one of the inputs can be made the default (pre-selected when the user visits). Name all of your linked Radio Buttons with the same "Field Name" but make sure you have a different "Value Passed to Style" so you can tell in your style which option was selected.

Custom Drop-Down List

Provides your users with a custom drop-down list of options. Enter one option per line - the options will be sorted in the order you enter them here.

You can either use a standard format such as:

Option 1
Option 2

Or alternatively, you can enter the values using a special format that allows one thing to be shown to users in the drop down list, but have another thing to be passed to the style:

con/doe_john.eps|Doe, John
con/smith_jane.eps|Smith, Jane
other|Other Upload below...

In the example shown directly above, the user would see three options appearing in the order they are listed: "Doe, John", then "Smith, Jane" then "Other... Upload below".

Depending on what they select, the value to the left of the vertical bar symbol "|" will be sent to the style - in this case, it either is sending the path to a pre-uploaded file in the "con" directory, or sending "other" if the user indicated they wish to upload another photo.

This approach can be useful if you want to send something meaningful to the style (the locations of assets to display on the product, above) but something short and sweet to the users (the names in a format the users recognize in this case).

For an example of using a custom drop-down list to allow the user to choose a color, see our example found in the Typography Exceptions chapter of the Style Building section of this documentation.

Checkbox Table

This input type allows you to present the user with a list of checkboxes, all presented in a more compact and more easily edited format than you would encounter if you tried to build separate inputs for a long set of options. Contact support for assistance with this feature.

State

Provides users with a pre-built drop-down list containing US states. You can select whether to use abbreviated ("CA") or standard formatted ("California") display. You can also add a Default Blank Option to make the state non-selected upon first view.

Date

This sophisticated input creates a date input for users. This can range from just asking for a month to asking for a full date ("Monday, May 8th, 2005"). There are a number of options, including the ability to warn the user if they choose a date in the past, or if they choose a day of week that doesn't correspond to the specific day they chose. Note that several fields are sent to the style... all will be prefixed with your Field Name you've given this input. If you are ever confused, save and re-edit the form and look at the green text next to each "chunk" in the form builder - these are the bits of code to reference in your style to get that chunk of the date selection.

Time

This provides your users with a single or dual (time span) input for date. You configure how to increment the minutes in the "Incrementor" input... if you enter 15 here, the user will see time selections for every 15 minutes of a day and be limited to choosing one of these.

File Upload

One of the most powerful features offered in Generic_gold, this input type allows your users to upload a file (GIF, TIFF, EPS, or JPEG) for inclusion on a product.

Advanced options for photo upload include the ability to check the uploaded photo before allowing the user to proceed. Upon image upload we can check the file for file type (JPEG, GIF, TIFF or EPS), color space (greyscale, RGB, CMYK, or indexed), image aspect ratio (ie, only allow photos sized 4:3, +/- 20%) and image resolution (ie, shortest edge must be longer than 20 points).

... you can, in other words, selectively test uploaded files and reject them based on these attributes, before the user even proofs their item. Once the file is uploaded, the system converts that file to EPS on our end, whereafter you can convert colorspace (color to greyscale), auto-shrink picture to fit inside a defined 'picture frame', with picture aligned horizontally and vertically per your specs.

	Note
	If you allow uploading image types other than EPS, make sure to select one of these options under "Convert to EPS": "Color" or "Black and White"

If you wish to include photo upload on a site and have additional questions, please contact support and we will provide you with more detailed instructions for your particular scenario.

Address Drop-Down

At times you may need to include more than one imprinted address on a product. While giving users two drop-down addresslists is not supported in the "Personal" page at this time, you can do this with a generic_gold form. This approach allows any number of address drop-downs to be shown to the user. This is accomplished by creating a "Generic_Gold" form and then adding one or more additional "Address List" drop downs as needed to that custom form.

The Address List Drop-Downs are all fed by the central address database for your site, edited through the Menu Item "Address List Editor". Note that these drop-down address items cannot be configured to 'auto-fill' text fields such as the "core" personal form.

Let's say you give the first generic_gold input type a "field name" such as:

	address2

...and your second address list gets a "field name" such as:

	address3

You would then using the syntax shown in the example below to pull in the address fields for the selected addresses:

address2=DEFOBJ(address2)

Addr2Block =DWIMBLOCK([F1, CENTER,
                      address2.card_street1, NEWLINE,
                      address2.card_city, ', ', address2.card_state, NEWLINE,
                      address2.main_phone],
                      (153, 20), (MIDDLE, BOTTOM))

address3=DEFOBJ(address3)

Addr3Block =DWIMBLOCK([F1, CENTER,
                      address3.card_street1, NEWLINE,
                      address3.card_city, ', ', address3.card_state, NEWLINE,
                      address3.main_phone],
                      (153, 80), (MIDDLE, BOTTOM))

Note the emphasis added above. The modifiers 'address2.' and 'address3.' have been added in front of the 'regular' fieldnames for the address field names so as to access what the user selected in the 'address2' and 'address3' drop-downs. If you ever forget your address field names, visit "Address List Editor" found in the Menu under Content Admin and use the "Change Addrfields" button to view the current setup.

You can use the above approach to add as many drop-down lists as you want to an item, however we still strongly recommend using the "Personal" form drop-down list as your primary address list for routine functions.

Profile Drop-down

This feature - which only works on Profile sites - allows access to data stored in side profiles from a custom item form. Contact support if you think you need this feature.

Sublogo Drop-down

Feature under development.

Profile Field

This feature - which only works on Profile sites - allows access to a field from the users' profile. Contact support if you think you need this feature.

Mini-Tutorial

Lets say you wish to create a drop-down list of "Back Side Imprints" for a business card. This would be a scenario wherein you wish to only display these backsides to the user while proofing - You would first edit the business card item (using Item Editor in the menu) and enable a "generic_gold" item form in the custom tab.... then, after saving, click "Item Form" to build the new custom item form. The form you build will ONLY appear when users order the product linked to this item form. You may need to start a new order to have the new form appear.