How to...Create and Place a Webform

Kelly Hansen — Thu, 18 Nov 2021 02:19:48 +0000

How to...Create and Place a Webform Kelly Hansen Wed, 11/17/2021 - 21:19

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Attention:

Webforms created using the Drupal Webform Module are not appropriate for collecting sensitive information such as:

birth dates

test scores

application materials

payment processing

file uploads of any sort

social security numbers

personally sensitive information

any item that may become part of an official record.

Contact the Admissions Tech Team for assistance if you are creating a form for the purposes of collecting information for an admissions-related process.

Contact ITS for access to the Qualtrics secure form building tool, if your form requires file uploads or the collection of personally identifying information (PII) or FERPA protected information related to an academic or administrative process such as a fellowship or scholarship application, or other administrative process.

It is every Mason Web Editor's duty and responsibility to be good stewards of our website users' information.

The Webform builder allows Site Owners to create and place forms on any SiteMasonry page.

Collecting Personal Identifiable Information (PII), documents or images? Contact ITS for access to the Qualtrics secure form building tool.

Create and Place: Webform Basics

Create a Webform

From the Admin toolbar navigate to > Structure > Webforms:

At the 'Webforms' page > Click ‘Add Webform’
Click ‘Add Element’ to add form elements

Of the many element options to choose from, email, phone, text field, and text area are the most commonly used field elements.

Webforms may be placed on any SiteMasonry page - Basic or Landing.

Want to learn more? Watch the recommended deep-dive webform video tutorials:

Conditional Elements

Multi-step Wizards

Pre-Defined List Options

Emailed Submission Confirmations

Submission Confirmation Page

Place a Webform

Navigate to and open the desired page:

Click the ‘Customize This Page’ tab
Locate, or create, the section to place the webform block in
- click ‘Add Block’, notice the fly-out sidebar admin menu
From the sidebar admin menu
- select ‘Webform' from the block list (will be close to the bottom of the list) to 'pop-up' the 'Configure Block' screen
From the ‘Configure Block’ pop-up
- Add a name for the block in the title field
- Use the type-ahead feature in the ‘Webform’ textfield to select form

In the unlikely event you need to modify the ‘Default webform submission data (YAML)’ or redirect the webform, please file a support ticket for assistance.

Click ‘Add Block’
Admire your new form!
Save the page

Additional Resources

Topics

SiteMasonry

Site Owners

Forms

Best Practices Tutorial