Editing Webforms
All interactive forms that collect user input are created with a tool called webforms.
To access the webfforms and make changes:
- On the admin menu open Content Management>Webforms
- You will now see a list of all webforms on the site.
- When the list of webforms comes up you may do the following for each webform created on your site:
- Click on "Submissions" to get a list of all userids that submitted a request since the form was created
- Click on "Analysis" to get a total across all webforms that have been submitted
- Click on "Table" to get a list of all filled in webforms
- Click on "Download" to get a copy of all webforms on your PC
- Click on "Edit" to make changes to the webform
When you decide to edit the form by clicking on "Edit", you are presented with two panels on the edit page:
- Configuration - I would stay away from making too many changes on this page. You can change the "Description", which describes the form to the user and you can change the message the user sees after they submit the form (called Confirmation message or redirect URL)
- Form components - This is where you modify, add, or subtract the questions. You can drag and drop the order of the questions by moving the little handles. Here are some important definitions:
- fieldset - this is basically a bucket for grouping questions together
- textfield - entry of text into the field
- select - a field where we provide a list of selected entries for the user to pick from (like a picklist)
- textarea - is a really big textfield for entering a bunch of stuff
- file - is usually a file or picture you allow the user to upload and attach to the webform. I allowed the user to enter one picture on the initial quote form. You could add more fields for more pics if you wanted.
When you actually click on the "edit" button to modify a field, you will be presented with options which relate specifically to the type of field you are trying to edit. They are fairly self-explanatory, but if you are confused and need help send us a help request. The most complicated type of field is the select field type. You have to decide if you will provide the user with a listbox and if you will allow multiple selections.
