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Creating and Editing Webforms

Webforms in CSULB's instance of Drupal are to be used for simple contact or surveying use. For more advanced forms please consult with your area's web lead or the Office of Marketing and Communications.

After signing in to the Drupal Content Management System...

  • Create a new webform: Click 'Shortcuts' in the upper user menu band, then 'Add Content' and finally 'Webform'.
  • Edit an existing webform: Navigate to the article in your web browser and click the 'New Draft' link at the top of the body content.
  • Edit a draft of an webform: From the upper user menu band, select 'My Account' and then click 'View profile'. Click 'Edit' on the webform you want to edit under the 'Drafts' section of this page.

The initial webform page is for the content that would appear above the webform, the title, and body text explaining the form (if necessary). Banners for webforms can be managed by your group's web lead.

After saving the initial information you'll be redirected to a page where you're able to edit its components (the form fields). Note in the tab under the webforms title, you'll be in 'Webform' which has its own set of subtabs (described below).

Screenshot showing the component options of the webform as described in the text to follow.

For each component of your form you'll need to:

  • Add a title to describe the information a user would need to input.
  • Select a form field type (textfield for a single line response, text area for multiple lines, select options for dropdown, checkbox and radio buttons)
  • Select whether or not the component is required.
  • Click the 'add' button to customize the options of this field (such as inputting button options or selecting where the label is displayed)

Advanced features of webform design are available. It is recommended you work with your area's web lead if you run into any issues with form creation when manipulating these items.

  • The Conditionals subtab under Webform allows for responsive questions based on user answers/actions.
  • The Emails subtab deteremines who to and what information is submitted upon user completion.
  • The Form Settings subtab allows for confirmation message customization, URL redirects, submission limits, etc.

After creation, the webform area also serves as a location where authenticated users can see and analyze results (instead of simply just receiving email notifications).