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The latest release information about the Web Forms for Marketers module version 2.0.

1.  Release History

Some of the issues described on this page contain internal reference numbers. You can use these reference numbers when communicating with Sitecore about a particular issue or feature.

December 1, 2009

The Web Forms for Marketers module v2.0.0 rev.091120 is released.

Tested with Sitecore CMS 6.1.0 rev. 091029 (Update-3) and Sitecore CMS 6.2.0 rev.091012.

Change log.

New features:

• The User Exists Save Action now includes the ability to choose whether the action should fail if the user does not exist OR if the user already exists. The previous version only failed if the user does not exist.
• The Send Mail Save Action now allows you to select form field values from a drop down list to use in the To, CC and Subject fields. Previously you had to type in the values in the field in the form [Field Name].

Issues resolved:

• In the Form Reports, the following commands were not always displayed on the Ribbon: “All to Excel”, “All to Xml”, “Archive All”, “Delete All”, “Restore All”.
• The Create User Save Action failed with the error message “Root Element is missing” when using the default values in the Form Field and User Profile fields, in the Additional User Properties tab.
• In the Send Mail Save Action, adding a form field value using the insert field dropdown list might resulted in a script error.
• In the Send Mail Save Action, using the values of Upload File fields in the body of a mail resulted in an error, and the file was not displayed.
• Default error messages for a number of validations have been improved, in order to be more informative for the end user.
• Opening the Form Designer might cause an error in the log file.
• The values of Captcha fields were displayed in reports. Now they are hidden in the same way as Password and Credit Card fields.
• DropList field type had an incorrect default css value by default.
• Client CreditCard validation raised a script exception in IE8.

October 21, 2009

The Web Forms for Marketers module v2.0.0 rev.091016 is released.

Tested with Sitecore CMS 6.2.0 rev.091012.

Change log.

New features:

• Analytics and Reporting
  • The module provides web analytics and reporting capabilities for forms, integrating with the capabilities of the Sitecore Online Marketing Suite (OMS).
  • Form Submissions are tracked and can be used in conjunction with the Online Marketing Suite’s analytics capabilities.
  • Forms can automatically be associated with goals, so that a successful form submission can be tracked using conversions, and profile values and other OMS analytics features can also be used.
  • Forms can be associated with campaigns, so that a visitor will be included as a part of a campaign, if they have successfully submitted a given form.
  • Visitor entries into form fields are tracked using AJAX technology. This allows tracking of abandoned forms (form dropouts) and enables form usability analysis.
  • All validation errors and failures encountered on a form are tracked for every visitor.
  • A Form Dropouts report is available in the Form Reports application, which tracks all instances where a form has been abandoned, or not successfully submitted.
  • A Form Usability report is available in the Form Reports application, which details every form entry, error and failure, and final form result for every visitor, as well as the previous and next pages visited.
  • A Save Failures report is available in the Form Reports application, which includes information of failed Save Actions associated with specific forms.
  • The OMS session report has been extended to include form related events and entries.
  • A property can be set on individual form fields which will include the value of the field in the OMS Tag  information in the Analytics reports.
  • Certain Save Actions allow you to associate a visitor with a Sitecore user based on the values of specific form fields.
  • Certain Save Actions allow you to enter audit information if the Action has made changes based on the values of specific form fields.
• Field Properties
  • A set of predefined validations has been provided to make it easier to set up basic validation on form fields.
• Field Types
  • A new Captcha field type is available. This allows you to set different levels of noise and warping, and also has an audio playback feature for accessibility purposes.
  • A new Credit Card field type is available, which has both Card Type and Card Number fields, and validations for the most common credit cards. For security reasons, the value of this field is never tracked or stored in the Analytics database.
  • A new Password-Confirmation field type is available, which includes Password and Confirm Password fields. This replaces the Confirm-Password Submit Action in 6.2. For security reasons, the value of this field is never tracked or stored in the Analytics database.
  • The module now supports using .ascx controls for field types. All the field types new to this version use .ascx.
• Submit Actions
  • Submit Actions in earlier versions of the Web Forms for Marketers module are now called Save Actions.
  • Web Forms for Marketers 2 introduces Form Verifications which is a new type of actions that return the visitor to the form field if the action fails.
• Default Form Verifications
  • A User Exists Form Verification is available which verifies whether a User Exists based on the values of specific form fields.
  • A Check User and Password Form Verification is available which validates a user based on the values of specific form fields.
• New Save Actions
  • A Create User Save Action is available which creates a new Sitecore user or updates an existing one based on the values of specific form fields.
  • An Edit Role Membership Save Action is available which adds and/or removes a Sitecore user from a role, or creates a new user, based on values of specific form fields.
  • A User Login Save Action is available which logs a user in, based on the values of specific form fields.
  • A User Login with password Save Action is available which validates and logs a user in based on the values of specific form fields.
  • A Change Password Save Action is available which changes a user’s password based on the values of specific form fields.
  • A Logout Save Action is available which logs a user out.
  • A Register Conversion Save Action is available which registers a conversion for a selected goal, based on the value of a specific checkbox field.
  • A Register Campaign Save Action is available which registers a visitor as a member of a selected campaign, based on the value of a specific checkbox field.
• Success Action
  • If a form is successfully completed the visitor can be directed to a selected page, or a specific success message is displayed.

Improvements:

• The Send Mail action now allows the values of selected form fields to be used in the To, Cc and Subject fields.
• The Send Mail action now includes a Bcc field.
• A Read Query String property has been added which allows the form (Form Interpreter) to read initial values from a query string. This is accessible using the Design button in the Presentation tab.

Important changes:

• Submit Actions from earlier versions of Web Forms for Marketers are now split into Form Verifications and Save Actions. This is also reflected in the folder structure in the /sitecore/system/Modules/Web Forms for Marketers/Settings/Actions folder.
• The “Form Data Viewer” is now named “Form Reports” to more accurately reflect its purpose.
• A “Validation” property has been added to the Form Designer, which contains predefined validations for fields. A Regular expression property has been added which contains the regular expression used to validate the field.
• The Web Forms database has been changed from Sitecore.Webforms to Sitecore_Webforms. This is due to a change in the database structure, and in order to comply with MSSQL best practice.
• The formatSuccessMessage message pipeline has been replaced with the successAction pipeline.
• The processor type entry:
  
  <processor type="Sitecore.Form.Core.Pipelines.FormSubmit.ClearBrokenMedia, Sitecore.Forms.Core"/>
  has been moved from the errorSubmit pipeline to the errorSave pipeline.

Issues resolved:

• HTML produced by the Web Forms for Marketers module has been improved to comply with W3C and XHTML 1.0 guidelines.
• Conflict between Upload File field type and Send Mail action, resulting images not being properly displayed in the mail.
• Validation of number of characters does not work with 0 characters.
• Radio lists can now be made required fields.
• Export to Excel function now correctly produces XLS files.

2.  Known issues

There are no known issues in Web Forms For Marketers 2.0.