Creating an Information Form

Getting Started:

You may want to map out your form ahead of time.

Consider what you want to include and the overall layout. Focus on form fields, validation, and field types.

(1) Form Fields: What information do you want to gather from individuals completing your form?

(2) Validation: Do you want form fields to be mandatory? If your form contains mandatory fields, the form will not submit unless all mandatory fields contain responses.

(3) Form field types: What will the individual fields look like? Do you want your form to include radio buttons, check boxes, drop down menu options,  text fields or larger text areas?

(a) Begin by clicking the Content link in the black toolbar, or the Add content link in the shortcut toolbar.

(b) If you clicked the Content link in the black toolbar, please click the blue +Add content link to access the Add Content page.

(b) If you clicked the Add content link in the gray toolbar, you are able to directly access the Add Content page.

(c) Click the Webform link to begin the process of creating a new form.

(d) Give your webform a title that briefly and accurately describes its content and purpose.

(e) Include key details in the body. Use the WYSIWYG editor (see section 2.5) to style and format this section.

Information entered in the body will display above all form fields.

(f) Scroll to the bottom of the Edit Webform page.  Use the same procedure as outlined in Friendly URL Section to provide your form with a friendly URL and Menu Item Section to attach your form to a menu item.

(g) Click the Save button to finalize all changes.

After clicking Save, you will be redirected to the Form Components page, where you will begin adding fields to your webform.

(h) Enter your field's title in the Name Component field under Label.

(i) Use the Type drop down menu to select the field type. Refer to section 4.2 for more information.

(j) Optional: Check the Mandatory box to require users to enter a response before the form can be submitted.

(k) Click the Add button to add your new field to your form.

(l) After clicking the Add button, you will be brought to the Edit component page. Scroll to the bottom of the page and click the Save component button.

(m) After clicking the Save component button, you will return to the form components page.  A message will display stating that your new field has been added.

(n) Refer back to steps (h) - (m) for creating and adding additional fields to your form.

(o) After all fields have been added, click the Save button. After saving, you will remain on the form component page.

(p) You can change the order of your form components by clicking and moving the drag arrows.

The process for moving form components is identical to moving menu items. (See How to Change the Order of your Main Menu Items and How to Change the Order of your Sub-Menu Items).

(q) When you are satisfied with the order of your form fields, click Save, then click on the View tab to preview your form.

While previewing your form, you can return to the form components page by clicking the Webform tab. You can also change the form's title or body by clicking the Edit tab.

(r) After a user completes your form, who will receive all the submitted form data?

To assign one or more email recipients, click the Webform tab to return to the Form Components page, then click the E-mails button.

(s) By default, the Address field is set to email@example.com. Email notifications will not be sent unless you complete this very important step. Insert your email address or the desired recipient's email address in the Address field.

(t) Click the Add button.

(u) After entering an email address and clicking the Add button, you will be brought to the Edit e-mail settings page. Set up the E-mail subject, E-mail from address, and E-mail from name (not shown below) as desired.

(v) Scroll to the bottom of the page and click the Save E-mail Settings button to finalize all changes.

After clicking the Save e-mail settings button, you will return to the E-mails page. You can set up another form recipient by following the same procedure as outlined in steps (r) - (u)

(w) After configuring all your email recipients, click on the Form settings button to create a confirmation response. The confirmation response displays after a form is submitted.

(x) Type your confirmation message using the WYSIWYG editor on the Submission Settings page. Scroll to the bottom and click Save Configuration.

(y) In addition to receiving an email each time a user submits a form, you can also access form data by clicking the Results tab.