If you are assigned an Editor role in the Content Management System (CMS), then you have the ability to create Webforms. Webforms are web pages used to collect data from the visitors (or users) of your site.
Guide for Creating Webforms
- Log in to the CMS
- Click Content => Add content.
- Click Webform
- Enter a Page Title & Body. In the Body section, you may enter any general text for your Webform. For example, enter a description of the type of data you are trying to collect. Or, you could provide instructions for the Webform.
- Next step is to create the individual data entry fields called “Components.” First, type the component name. Note: The component name also becomes the label for your data entry field.
( Note: You can also get to this part by editing your newly created webform and selecting the "WEBFORM" tab at the top right of the page )
The Type field allows you to define the data type you want the user of your webform to enter.
Choose whether you want your field to be Mandatory and then click the Add button to creat the Component.
The Label is automatically populated with the Component name. The Field Key is the unique name of the field and becomes the column heading if you export the data from the CMS. If you would like a Default value in the field you may enter one.
If a field needs a Description to aid the user to know what type of information is required, you may enter one.
You may also use Token Values for a particular component. Token values allow for the collection of information of system generated values. Examples include Date/Time, the Node (page) name or even the visitor’s IP address.
Validation allows specific control over the data entry process of a particular component. You can make a page Mandatory, you can ensure the value entered is a Unique value which has never been entered into the form before as well as define the Maxlength of the data entered into the component.
The Display options of the component allow you to fine-tune the settings of the field in your Webform. For example, you have the option to set the Width of the component. You may also set Labels to both the left and the right of the component field.
You are allowed to change the order of your field components in your Webform. Simply hover over the four-way arrow and click-and-drag the component to the intended position in the form.
Viewing a Webform
Emails & Form Settings
View Webform Data.
- Click the Results tab in the upper-right of the screen.
- On the Results tab you are presented with five options to choose:
Submissions – provides a brief summary of each instance of a form submission
Analysis – gives a detailed view of each component answer. Including the number of blanks and average of words submitted
Table – lists the data in the browser in standard table format.
Download – multiple download options. Download directly into Excel format or into many other text delimited formats.
Clear – Clear all form results. Take caution, this action cannot be undone.