How to create a Webform

Introduction

Mainly used to allow users to pre-register for live events webforms allow us the ability to present Asset TV/Insure TV users with forms to gather further information.

Instructions

Note

Please note, the below guide mainly references Asset TV platforms, but the process is identical for Insure TV events too.

1. Under the Add Content menu select Webform
2. On the webform node page you simply need to give your form a name (you’ll need to remember this for later) and publish it to the domain you wish to use it
3. Click save and the page where you can add the questions users will be asked to complete will load
4. Using the drop-down options you can add a number of formats to the questions. For example, registration pages we would only use the following
   • Text Field which will simply add a line to the form with the label you set
   • E-mail - this simply means the user will have to enter an email address and won’t accept random letters (n.b. It won’t verify the address, just insist the address is entered in a proper format)
   • Select Options which allows us to show a drop-down list of answers (currently this is set up for users to select their country - if you wish to add other drop down lists please open a ticket at helpdesk.asset.tv)
   • Text Area which provides a box rather than a line when you expect longer entries (i.e. Ask a Question options):
   • By checking the Required box on this page your form will insist the user completes the question before allowing them to register.
5. After you add each question you will be taken to a settings screen. Using the options on this form you can do a number of things such as set character minimums and limits, enter a default response (this would automatically appear in the field for new users, but they would be able to alter it if they wished)
   • Text added to the Description field will appear as help text on the form for users:
6. When adding a Select Options you can select a pre-formatted list, i.e. countries to display for users and set a default value if you expect most viewers will becoming from the same territory.
   • So that the dropdown displays correctly you should also check the Listbox option under Display:
7. In order to have the form formatted correctly for each question we add we need to apply a CSS Class of form-control form__input. This should be entered on the field settings page at the bottom
8. When you have added the fields you need your viewers to complete we can then adjust some of the webform default options under the Form Settings tab to ensure the form looks good on screen:
   • Confirmation Message appears on screen when a user completes the form. If nothing is entered a generic Thank you for registering for the event will appear. You can use HTML tags on this section, but it is recommended you test the form to ensure your HTML is rendered properly
   • You can redirect the user to another page altogether if the client wishes - i.e. once registration is completed you could redirect them to a page on the clients' website.
   • It is recommended that you switch off the ‘progress bar’ feature on the webform as this will be on by default.

Standard Form Keys for Registration Form

When creating questions from scratch the below keys should be used to allow your webform to interact with other system features such as MI or CPD logs:

• Meeting ID: meeting_id
• Email: email
• First Name: first_name
• Last Name: last_name
• Name: name

Our recommendation for creating webforms would be to clone previously used forms and keep things simple. To do this simply select the ‘Clone’ option on the form you wish to copy. This will take you to the Node form where you can update the title. You can then go to the ‘Webform’ section of your node to edit/add/remove the existing questions on the form.