The basics
What's in a Webform?
A Webform is a collection of elements and inputs.
- Elements - anything displayed on a form
- Input - an element that collects a value
- Composites - A collection of inputs used to collect a group of values
- Containers - An element that holds sub-elements
- Pages - A container that is displayed as a page
View a Webform
In the admin menu bar under Shortcuts, click "Webforms" to view a list of all created webforms assigned to your unit.
Create a Webform
In the admin menu bar under Shortcuts, click "Add Webform". On the webforms list page, Click the green button at the top, "+ Add Webform".
- Give the new webform a title, and select the category associated with the new webform
- Assign the new webform a URL alias that follows the scheme: unit/form-title then click Publish
- A new webform has been completed
- Add elements as necessary
- Configure E-mail settings as necessary
- Optional: Under Form settings, locate the Redirection location setting. Select Custom URL and enter in the URL you would like the user to visit after a successful submission
- Select or change any further settings as necessary and click Save configuration
Creating form elements
Form elements
When you add an element to a webform, these are the available options that can be used to modify the element:
- Definition - name, cardinality, default value
- Labels - title, description, "help text", etc.
- Display - prefix, suffix, size, input mask, etc.
- Validation - required, unique, pattern, etc.
- Conditions - hide/show, required, disabled, etc.
- Access - roles, permissions
- Advanced - custom attributes and settings
Webforms must conform to the ASU brand web standards. The defaults provided by the forms site will conform to the visual standards, form creators just have to be mindful their content also conforms to the standards.
- Keep forms limited to one column. If necessary, like fields can be grouped into a single row (ex. first, middle, last name).
- Titles of headings and sections should be Sentenced case with an initial cap, per AP Style (ex. Home address, First name, Last name, Phone number). No ALL CAPS, No Title Case, No all lower case.
Predefined options allows form creators to quickly add a list of options. These can be used with radio buttons, checkboxes, select lists, and menus.
For example, we offer:
- List of colleges at ASU
- List of units at The College
- List of majors at The College
If there is a list of options that your team would find useful to be reuseable, let us know and we can add them to the site!
Advanced Webforms
Form element styles should not be overridden as they need to conform to ASU web standards, however you can add images, descriptions, instructions, etc above a webform to add style or context to the form.
Create the webform first. Then simply create a landing page, and use the built in elements to add content and style. The webform can be added to a row on the landing page.
Use fieldset, then elements will be grouped together for the submission. for example, a list of times:
Custom composites - if a user needs an unknown number of inputs >1
- Option to hide row weights (so user cannot reorder), hide remove button if needed
Handlers are used to route submitted data and perform an action. Some basic examples:
- Email notifications/confirmations
- Push data to CRM
- Subscribe to mailing list
- Flag submission based on submitted values
- Conditionally change confirmation message
Advanced technical knowledge may be required to build handlers depending on the actions needed, submit a ticket with the web team and we can point you in the right direction.
Have a specific use case that is not covered?
Let us know and we can point you in the right direction.
Users
Every unit member of this site must be FERPA trained and must have completed the ASU Information Security Training online workshop.
Unit specific roles can only see Webforms assigned to the unit on the Webform overview page. Webforms are assigned to the unit automatically upon creation (feature coming soon).
- Administrator Member
- Add and remove unit members, assign unit member roles
- Access webform results in unit
- Create webforms in unit
- Edit any webform in unit
- Delete any webform in unit
- Editor Member
- Access webform results in unit
- Create webforms in unit
- Edit any webform in unit
- Viewer Member
- Access webform results in unit
Steps
- Add user
- To be completed by a site administrator
- Navigate to /admin/people/cas/create, this will add a new user to the site using an ASURITE User ID
- Apply unit role to user
Each unit has a admin role and a viewer role.