Webforms

Viewing Webform Results

There are numerous methods of viewing and analyzing the data collected by webforms. You can access all of these options via the Results tab that is present while viewing a webform while logged into your site with the appropriate permissions. Figure 1 shows the location of this tab.

Creating a Webform

Creating a webform is a simple, but sometimes lengthy, process. The steps are as follows:

Sending an E-mail When a Webform is Submitted

Step-By-Step E-mail Creation

 

Step 1 - Choose the e-mail recipient

The first step is to choose the e-mail address that will be receiving the e-mail. This can be either:

Webform Form Settings

The third tab under the Webform tab is additional form settings. 

 

Submission settings

Confirmation message

This field allows you to set a custom confirmation message. This is the place where you would enter a message such as "Thank you for your submission. You will receive an e-mail confirmating the receipt of your submission."

 

Building Your Webform

Adding a Field

Once you've saved your instruction portion it's time to add the fields.

For each field, you must do the following:

Accessible Webforms

Webform Tips

  1. Try to use the appropriate field type for each piece fo data you are collecting.
    • For example, use the email field when capturing an e-mail address instead of a text field.
    • It is recommended that phone numbers (and if necessary, student numbers) should be captured using a text field. This is due to how some browsers render the number field type making mistakes easy to make.

Webform Content

Description

This content type is used to collect data from external users. Results can be e-mailed to you or downloaded from the edit server into an Excel format.

 

Best Practices

  • Request as little personal information as possible
  • Clear webform results where personal information is captured once the information is taken offline

 

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