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Creating a Tracker

Tiki Essentials  »  Using Trackers  »  Building Forms  »  Creating a Tracker

To create a Tracker, you must first enable the Tracker feature on the Admin: Features page.

Admin: Features
Enabling Trackers

{TIP()}If you don't see the Tracker option, make sure that you have enabled the Advanced Admin preference filter:

Admin Preference Filter
Preference Filters

{TIP}
Now you're ready to create the tracker.

Creating a Tracker

To create a new tracker:

No Tabs

  1. From the Admin menu, select Trackers > List.
  2. On the Admin: Trackers page, click Create tracker.
    Admin Trackers
    Create a new tracker.

    The Create Tracker window appears.
    Create tracker
    Creating a tracker to maintain visitor information.
  3. In the General section of the Create Tracker window, enter the following information.
    • Name: Name of the tracker.
    • Description: Enter a brief description of the tracker. Enable the Description text is wiki-parsed option to format the description with wiki syntax.
  4. In the Display section of the Create Tracker window, enter the following information.
    Create tracker
    Specifying the display options.
    • Show status: Specify if the tracker shows (or uses) a status field. For example, if you are using a Tracker for a bug reporting system, you may need to set the status of each bug.

    You can also specify if items of a particular status are shown when listing a tracker, if the status is visible to the Admin only, and the default status of newly created items.
    {NOTE()}There is a difference between listing and viewing trackers: When listing,Tiki displays the tracker items in a table; when viewing, Tiki displays each tracker item on a separate page:
    Trackers
    The difference between Listing and Viewing tracker items.
    {NOTE}
    • Show date... fields: You can specify if the creation and last modified dates are shown when listing and viewing the tracker. You can also override the site's default date and time formats.
    • Default sort... fields: Select the field to use as the default sort field (and its order) when listing tracker items. Since you have not added any tracker fields yet, you can only select the creation and last modified dates.
  5. In the Notifications section of the Create Tracker window, enter the following information.
    Create tracker
    Specifying the notification options.
    • Send copies of all activity...: Enter email addresses to receive notification of all activity (creating new items, editing or deleting items, changing status, etc.) for this tracker.

    You can also specify if the email is is sent in a simplified format. By default the the notification message message will not include an tracker details. You can override this by enabling the Use simplified e-mail format field. You will need to create a field named Subject.
  6. Click OK. Tiki saves the tracker.
    Admin: Trackers
    The newly created tracker

#From the Admin menu, select Trackers > List.

  1. On the Admin: Trackers page, click Create tracker.
    Admin Trackers
    Create a new tracker.

    The Create Tracker window appears.
    Create tracker
    Creating a tracker to maintain visitor information.
  2. In the General section of the Create Tracker window, enter the following information.
    • Name: Name of the tracker.
    • Description: Enter a brief description of the tracker. Enable the Description text is wiki-parsed option to format the description with wiki syntax.
  3. In the Display section of the Create Tracker window, enter the following information.
    Create tracker
    Specifying the display options.
    • Show status: Specify if the tracker shows (or uses) a status field. For example, if you are using a Tracker for a bug reporting system, you may need to set the status of each bug.

    You can also specify if items of a particular status are shown when listing a tracker, if the status is visible to the Admin only, and the default status of newly created items.
    {NOTE()}There is a difference between listing and viewing trackers: When listing,Tiki displays the tracker items in a table; when viewing, Tiki displays each tracker item on a separate page:
    Trackers
    The difference between Listing and Viewing tracker items.
    {NOTE}
    • Show date... fields: You can specify if the creation and last modified dates are shown when listing and viewing the tracker. You can also override the site's default date and time formats.
    • Default sort... fields: Select the field to use as the default sort field (and its order) when listing tracker items. Since you have not added any tracker fields yet, you can only select the creation and last modified dates.
  4. In the Notifications section of the Create Tracker window, enter the following information.
    Create tracker
    Specifying the notification options.
    • Send copies of all activity...: Enter email addresses to receive notification of all activity (creating new items, editing or deleting items, changing status, etc.) for this tracker.

    You can also specify if the email is is sent in a simplified format. By default the the notification message message will not include an tracker details. You can override this by enabling the Use simplified e-mail format field. You will need to create a field named Subject.
  5. Click OK. Tiki saves the tracker.
    Admin: Trackers
    The newly created tracker

  1. From the Admin menu, select Trackers > Admin Trackers.
  2. Click the Create Tracker tab.
    Create tracker
    Creating a tracker to maintain visitor information.
  3. On the Create/Edit Tracker page, complete the following fields:
    • Name: Name of the tracker.
    • Description: Enter a brief description of the tracker. Enable the Description text is wiki-parsed option to format the description with wiki syntax.
    • Show status: Specify if the tracker shows (or uses) a status field. For example, if you are using a Tracker for a bug reporting system, you may need to set the status of each bug.
      You can also specify if items of a particular status are shown when listing a tracker, if the status is visible to the Admin only, and the default status of newly created items.
      {NOTE()}There is a difference between listing and viewing trackers: When listing,Tiki displays the tracker items in a table; when viewing, Tiki displays each tracker item on a separate page:
      Trackers
      The difference between Listing and Viewing tracker items.
      {NOTE}
    • Send copies of all activity...: Enter email addresses to receive notification of all activity (creating new items, editing or deleting items, changing status, etc.) for this tracker.

    You can also specify if the email is is sent in a simplified format. By default the the notification message message will not include an tracker details. You can override this by enabling the Use simplified e-mail format field. You will need to create a field named Subject.
    • Show date... fields: You can specify if the creation and last modified dates are shown when listing and viewing the tracker. You can also override the site's default date and time formats.
    • Default sort... fields: Select the field to use as the default sort field (and its order) when listing tracker items. Since you have not added any tracker fields yet, you can only select the creation and last modified dates.
  4. Click Save. Tiki saves the tracker.
  5. Click the Trackers tab to display the newly created tracker.
    Admin: Trackers
    The newly created tracker.



Creating Tracker Fields

Now that you have an "empty" tracker, you need to create fields for the tracker. These fields represent the form fields that visitors will complete.

No Tabs

  1. From the Admin: Trackers page, click Fields (Table ) for the tracker you created.
    Admin Trackers
    Adding fields to a tracker.
  2. On the Admin: Tracker page, Tracker fields tab, click Add field.
    The Add field popup appears.
    Add field
    Adding a tracker field.
  3. Enter the following information in each field on the page:
    • Name: Your name (this is the label for the field, as it will appear on the form).
    • Type: Text Field
    • Description: Please enter your full name.
  4. Click Add field. Tiki adds the field to the tracker.
    Admin: Trackers
    Your newly added field.
  5. Select the Mandatory option. Leave the other fields as their defaults.
  6. Select Save All and click Go.

  1. From the Admin: Trackers page, click Fields (Table ) for the tracker you created.
    Admin Trackers
    Adding fields to a tracker.
  2. On the Admin: Tracker page, Tracker fields tab, click Add field.
    Admin Tracker Fields
    Adding a tracker field.

    The Add field popup appears.
    Add field
    Adding a tracker field.
  3. Enter the following information in each field on the page:
    • Name: Your name (this is the label for the field, as it will appear on the form).
    • Type: textfield
    • Description: Please enter your full name.
  4. Click Add field. Tiki adds the field to the tracker.
    Admin: Trackers
    Your newly added field.
  5. Select the Mandatory option. Leave the other fields as their defaults.

  1. From the Admin: Trackers page, click Fields (Table ) for the tracker you created.
    Admin Trackers
    Adding fields to a tracker.
  2. On the Admin: Tracker page, click the New Tracker Field tab.
    Admin Tracker Fields
    Adding a tracker field.
  3. Enter the following information in each field on the page:
    • Name: Your name (this is the label for the field, as it will appear on the form).
    • Type: textfield
    • Function: ,80
    • Field is mandatory?: Select this field.
    • Description: Please enter your full name.

    Leave the other fields as their defaults.
  4. Click Save. Tiki adds the field to the tracker.




Repeat this procedure to add the following additional tracker fields:

Field Type Options
Email Email Mandatory
Address Text Area Width=60, Height=5 1
City Text Field Display size=801
State/Province Text Field Display size=801
Country Country Selector Mandatory
About Text Area Width=60, Height=51
Subject2 textfield
1 ● ● ● To add these options, click Add Field & Edit Advanced Options when creating the field. Then enter the options.
2 If you selected the Use simplified email format option, you must create this Subject field.

Tracker fields
The completed fields for the tracker.

Finalizing the Tracker

Now that all the fields have been added to the tracker, we can complete the remaining options for the tracker.

  1. Click the Edit this Tracker button.
    Admin Tracker
    Return to the Edit Tracker page
  2. Make the following changes:
    Tracker
    Updating the tracker.
    • What field is used for default sort?: Select Your name.
    • Show these fields in a popup...: Enter the field ID that corresponds to the About field.
  3. Click Save.

Tiki Essentials  »  Using Trackers  »  Building Forms  »  Creating a Tracker
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