Webforms

Learn more about ‘Webforms’

Getting started

There two ways you can to create a new webform

From the app bar

Steps

1. Navigate to the ‘Workbar’ and select ‘Apps’  and then ‘Webforms‘
2. You will be redirected to the ‘Webforms‘ create and build screen

From the Webform home screen

Steps

1. Navigate to Webforms home screen
2. Select the’Create’ button
3. You will be redirected to the ‘Webforms‘ create and build screen

Create or edit a webform

Naming your webform

Add/edit title in the ‘Webform Title’ field

Building your webform

Select webform components from left hand drawer

Questions

• View the Questions tab – includes question types (components) that can be added to the webform
• Select Question/s to drag and drop into the Central Build area from the Left-hand drawer
  • Drag QUESTION to position in Central Build area 
  • Update question type as needed
  • Configure question type as needed using right hand drawer
  • Questions can be:
    • Reordered
    • Deleted
    • Cloned
    • Moved from one page to another
    • Required

Pages

• Every webform starts with a default page
• Additional pages can be added
• Questions are added to pages
• Pages can also be
  • Configured
  • Reordered

Logic

• View the Logic tab – includes question types (components) that can be added to the webform
  • Logic can be added to your webform 
    • These include conditions that can be defined based on the question input or choices submitted by the user when they completing the form

Configuring questions or pages

• Select webform question component or page that has been placed in the Central Build area
• Options for configuration will depend on the webform question or page being selected 

Questions

• View the Questions tab – includes question types (components) that can be added to the webform

Preview, save or delete a webform

Preview webform

Select the ‘Preview’ button in the app bar to see an accurate view of the webform that users will see.

Save webform

Select the ‘Save’ button and the workflow state of the webform

• Save as a draft
• Archived
• Published

Delete webform

Select the ‘Options’ (3 dots) button  in the app bar

• Select ‘Delete’
• Confirm

Submissions

• Viewing the webform on the webform home screen select the option menu (three dots) and select Submissions option
• Alternatively while viewing the webform in edit mode select the ‘Submissions’ tab to view all current or past submissions
• The table of results for submissions can be updated by using the filters in the left drawer
• Submissions can also be exported by selecting the ‘Export’ button

Settings

Select the ‘Settings’ tab to view options to configure settings for webforms

• Email
  • Enter the email you would like your webform submissions to go to and manage the confirmation email settings.
• Status and scheduling
  • Manage submission settings. For example limiting submissions, anonymising results, customising submission confirmations.
• Submissions
  • Manage submission settings. For example limiting submissions, anonymising results, customising submission confirmations.
• Notifications
  • Manage which users will receive notifications when a webform submitted
• Autosave
  • Enable/Disable

View full video demo