Webforms

How To

• 1

  Webform Management

  Navigate to:

  • Structure > Webforms

  The Forms Management page lists existing Webforms that can be filtered by:

  • Title
  • Description
  • Elements
  • Category
  • Status
• 2

  Add Webform

  To create a Webform:

  • Click + Add Webform.

  Fields with an asterisk (*) are required.

  • Title (*) — Enter a Title for the Webform (machine name).
  • Administrative Description — Add a description, if desired.
  • Category — Select a Category, if desired.
  • Status — Open or Closed. Open is selected when the Webform is active.
  • Click Save.
• 3

  Add Elements

  • Click the Build tab, if necessary.

  Elements (form fields) are the building blocks of Webforms.

  To add fields to the form:

  • Click + Add Element.

  Select An Element

  Use the filter to search for and select the desired Element—e.g., Name, Email, etc.

  Numerous Elements are available in the following categories:

  • Basic
  • Advanced
  • Composite
  • Markup
  • Options
  • Computed
  • Containers
  • Date/Time
  • Entity Reference
  • Buttons

  Hover over the (?) icon for a brief description of the Element.

  • Click Show Preview to see an example of the Element. Be patient while the previews load.
  • Click Hide Preview to return to the default view.
  • Click Add Element to the right of the Element name to add the Element to the form.
  • Set options for the element— e.g., Title (*), Visible, Required, etc.
  • Click Save.

  Example Form Elements

  A simple registration Webform, for example, might include the following Elements:

  • Name
  • Email
  • Telephone
  • Address
  • Agency

  Whenever possible, it is important to use Composite Elements. The Composite Element Basic Address, for example, contains all fields needed for the address in one Element.

  Click Save Elements after adding Elements to the Webform.

  Accordion

  • Choose a North Carolina State Agency

  Tab/Accordion Items

  Choose a North Carolina State Agency

  The table below lists all of the choices a user may select depending on the agency list you select in Element Options when creating your webform.

  State Agencies

  NC State Agencies

  Administration Administrative Hearings African American Heritage Commission Albemarle-Pamlico National Estuary Partnership Alcohol Beverage Control Commission America 250 NC American Indian Heritage Commission Archaeology Archives Barbers & Electrolysis Budget and Management Commerce Commissioner of Banks Community Colleges Defense Technology Transition Office Department of Adult Correction Department of Agriculture Department Environmental Quality Department Health and Human Services Department Information Technology Department of Insurance Department of Labor Department of Military and Veterans Affairs Department Natural and Cultural Resources Department of Public Instruction Department Public Safety Department of Revenue Division of Public Health Employment Security Commission Environmental Education Office eProcurement Ethics Commission Financial Literacy Council Governor Health Information Exchange Authority Historic Sites Hometown Strong Job Ready Land and Water Fund Lieutenant Governor Health Benefits Natural Heritage Program North Carolina Able North Carolina Innovation Council North Carolina Longitudinal Data Services North Carolina Military Affairs Commission North Carolina National Guard North Carolina Pandemic Recovery Office North Carolina Parks NC Trails Office of State Controller Office of State Fire Marshal Office of State Human Resources Public Staff Queen Anne's Revenge Ready NC Rebuild NC Retirement Roanoke Island Festival Park Safety and Health Review Commission State Board of Elections State Health Plan State Historic Preservation Office State Library of North Carolina State Treasurer Wildlife and Resources Commission

  N.C. Administrative Office of the Courts N.C. Alcoholic Beverage Control Commission N.C. Community College System N.C. Credit Union Division N.C. Department of Administration N.C. Department of Adult Correction N.C. Department of Agriculture & Consumer Services N.C. Department of Commerce N.C. Department of Environmental Quality N.C. Department of Health & Human Services N.C. Department of Information Technology N.C. Department of Insurance N.C. Department of Justice N.C. Department of Labor N.C. Department of Military & Veterans Affairs N.C. Department of Natural & Cultural Resources N.C. Department of Public Instruction N.C. Department of Public Safety N.C. Department of Revenue N.C. Department of Secretary of State N.C. Department of State Treasurer N.C. Department of Transportation N.C. Division of Employment Security N.C. Education Lottery N.C. General Assembly N.C. Housing Finance Agency N.C. Industrial Commission N.C. Office of Administrative Hearings N.C. Office of State Budget & Management N.C. Office of State Human Resources N.C. Office of the Commissioner of Banks N.C. Office of the State Auditor N.C. Office of the State Controller N.C. State Board of Elections N.C. State Bureau of Investigation N.C. State Ethics Commission N.C. State Highway Patrol N.C. State Ports Authority N.C. Utilities Commission N.C. Wildlife Resources Commission N.C. Workforce Solutions Division Office of N.C. Governor Office of N.C. Lieutenant Governor University of North

• 4

  View and Test Webform

  View

  To view the saved Webform:

  • Click the View tab.

  A preview of the Webform is displayed.

  Test

  To test the Webform:

  • Click the Test tab.

  The Webform is populated with random test data.

  • Click Submit to send the test data to the email address defined during the Webform setup.
• 5

  Add Webform to a Site Page

  On a Site Page:

  • Select Add Webform Embed on the Page Content menu.

  From the Webform Reference menu:

  • Select the desired Webform (in this example, Mark Seminar Registration).

  

  • Click Save.

  The Webform appears on the site page and is ready for use when published.