Getting started with Drupal's Webform module - OSTraining (2023)

One of our club members asked us how to create a survey form in Drupal 7. They wanted to achieve this without having to do any custom coding.

The webform contrib module is the perfect tool for the job. In this tutorial, you'll learn how to use this module to survey your site visitors' preferences for peanut butter, jelly, and bread.

Webform is a module for creating forms and collecting information from users in Drupal.

After submission, you can send a thank you email to users, as well as send a notification to administrators.

Results can be exported to Excel or other spreadsheet applications. Webform also offers some basic statistical views and has an extensive API to extend its features.

If you need to create a lot of custom, one-off forms, Webform is a better solution than creating content types and using the CCK or Field modules.

Korak 1. Preuzmite module Webform, CTools, Views i Token

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Be sure to download the latest versions of Drupal 7 modules. They may have changed since we wrote this, so be sure to check back.

Step 2. Install Webform, CTools, Views and Token modules

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Note:ako ne viditeInstall the new modulelink, edit itModuliand enableUpdate Managermodule.

Step #3. Enable the Webform, CTools, Views, and Token modules

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  • To live inModuliand enableWeb formmodule
  • Scroll down toWeb formand click the check box.
  • ClickSave configuration.

Step #4. Access the form fields

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  • To goStructure > Content Types.

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(Video) Drupal Webforms Module

  • Scroll down to the web form.
  • Find itedit, manage fields, manage displayideletelinks.

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  • ClickEdit.

You will be taken toWeb formmodule management page:

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This is not where you will create patterns. Editing here is exactly the same as editing fields in content types, which is a way to make fields available to this content type.

From here you can edit fields, manage existing fields, view and comment functions by clicking on the appropriate tabs.

But creating the actual form is done by adding content the same way you would add an article.

You won't need to do much here, but go through all your choices and see if there's anything you think you need to change.

The default values ​​will work for the purposes of our demonstration. Once you've created your first form and understand the module, you may want to revisit the configuration.

Now that the module is installed and the configuration is verified, you can start creating the survey form.

Step #5. Create a web form by adding it as content

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  • To goContent > Add Content > Web Form.

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  • Give it a title and make decisions about all the basic options.
  • Save this withSavebutton at the bottom of the page.

Step #6. Add form components

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You will now see controls for creating and editing other form elements.

(Video) Build Your First Drupal 8 Site, Lesson 10: Contact Forms

Let's start adding form components usingWEBFORM CODEtab.

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  • Make sure you are belowWeb formtab.
  • A nurseTo doinsteadThe name of the new componenttext.
  • Select a text field.
  • ClickTo add.

We survey registered users and will automatically fill in their username.

Name is a basic text field, but we want our registered users to appear in the text field, so we'll use tokens. Using tokens is only an optional feature.

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  • Enter the %username token value in the Default value field. This will pull the username from the database and fill it in automatically.

Note:If you don't seeTOKEN VALUES, you probably don't have itSigninstalled module. You just need%Usernametoken if you want to fill in the default values ​​taken from the database.

If this is going to be a blank field that the user will fill in when they visit the page, you can just leave the Default value blank. I've used the token value here to illustrate the options available to you.

  • Scroll down to the rest of the page and select the desired configuration.
  • ClickSave the componentat the very bottom of the page.

Step #7. Create fields to select options

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Now let's create our first select field form component.

  • A nurseBreadas a filed mark.
  • ChooseSelect optionstype from the drop-down menu.
  • ClickTo add.
  • On the next screen, enter the options as shown in the image below:

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  • To goPossibilitiesand create key-value pairs.

These pairs consist of a machine readable key and a plain language value separated by a "|" character. – This character is called "pipe" and you can find it by holding shift while pressing the backslash key "\" on most keyboards.

Key-value pairs MUST be specified as “safe_key|Some readable option”. It is recommended to use only alphanumeric characters and underscores in keys. Enter only one option per line.

  • Save the component.
  • Repeat this step for the jelly flavor and peanut butter type.

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(Video) Introduction to Drupal Modules

When you create lists, the default type is radio buttons. If you want checkboxes or a list box, the choices are further down the page.

You can also set a field as required or optional. If you click the "More" checkbox at the top, a list will appear as checkboxes.

If you chooseList boxpod, belowDISPLAYyou will have a drop down box. SelectionMultipleiList boxwill allow users to multiple select from a drop down box.

When you createJellytype, addthe restas a choice. Then add a text field so people can write their suggestions.

Step #8. Add a text area field

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  • To addtext areafield. This will be a large area that will be used to enter more extensive written responses.

Other types of fields you might want to add for your needs areEmailfield orDatumfield. You can select these types from the drop-down menuTipbox.

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Step #9. Add a preset field type for US states

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There is a feature you can use. You can create pre-made option lists and add them to your form. The module comes with several default lists.

  • Add one for US states to see how it looks on your form.
  • Bookmark itState.
  • ChooseSelect Optionstip.

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  • ChooseAmerican statesfrom the dropdown.
  • ClickSave the component.

Step #10. Check your survey form

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At this point, your form will look similar to the image above.

You can change the location of the description by clicking onWEBFORM CODEtab and editing each item and selecting different configurations.

(Video) Drupal 8 Beginner, Lesson 45: The Forum Module

  • Order the form fields the way you want and all questions and fields are correct. You can use drag and drop to move form elements to different positions.

Then let's configureEmail option.

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  • Go back toWEBFORM CODEtab >Emailstab.
  • Fill in the e-mail address.
  • ClickTo add.

Nice work. Just set up an email address to receive an email when the form is submitted. If you want, you can add more e-mail addresses.

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There are many choices to make. Be sure to check each one to make sure they are correct for your form. Be sure to save the changes.

Let's move on to the last step.

Step #11. Configure the form settings

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  • FromWEBFORM CODEtab click onForm settingssubtab at the top of the page.
  • Check and change the settings if necessary.
  • Save the changes.

Step #12. Test your form

  • Now publish your form exactly as you would publish any other content item on your website.
  • Log out of your page.
  • Complete our survey as an anonymous user.
  • Now login to your site again.

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  • Click on the Results tab.

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  • On the next screen, click onviewconnection.

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You will see the Submission #… screen, similar to the one shown in the image above. Job done! If you want, you can also run the test as a logged in user.

  • Getting started with Drupal's Webform module - OSTraining (27) I Andrew

FAQs

How to use Webform in Drupal? ›

Go to Structure > Content types > Manage fields of the content type for which the form is required. Click on Add field. In Add a new field, select 'Webform'. Under the 'References' section, give a label to that field and click 'Save and Continue'.

What is Webform module in Drupal? ›

The Webform module is a powerful and flexible Open Source form builder and submission manager for Drupal 8. The Webform module for Drupal provides all the features expected from an enterprise proprietary form builder combined with the flexibility and openness of Drupal.

How to add Webform in Drupal 9? ›

Installing the Drupal 9 Webform Module
  1. Log into Drupal and install the Webform module using the tar download link.
  2. Select “Enable newly added modules.”
  3. Under “Webform,” select applicable modules for your needs. ...
  4. At the bottom, select Install.
Nov 15, 2021

How do I send an email as HTML in Drupal Webform? ›

In your webform, go to settings-> Email/handlers -> Advanced tab. Make sure "Send email as HTML" is checked.

What are the elements of webform in Drupal? ›

Every form element available in Drupal is supported by the Webform module. Form elements include: Basic HTML: Textfield, Textareas, Checkboxes, Radios, Select menu, Password, and more... Advanced HTML5: Email, Url, Number, Telephone, Date, Number, Range, and more...

Why use Webform? ›

What are web forms used for? Web forms are a great way to help you capture your website visitors' details – their name, email address, preferences, comments, and feedback. They are also a powerful means for website visitors to get in touch with a company, send information, place an order, send a request or an inquiry.

How to export data from Webform in Drupal? ›

Export your results as an HTML table
  1. Navigate to your webform through Manage » Structure » Webform. ...
  2. In your webform's dashboard, click on the Results tab.
  3. In the Results submenu options, click on the Download link.
  4. In the FORMAT OPTIONS section: ...
  5. In the DOWNLOAD OPTIONS section: ...
  6. Click the Download button to finish.
Nov 15, 2022

How do I edit a Webform in Drupal? ›

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.

How do I install Webforms? ›

To add a new form, select the project, right-click, and add a new item. Click the web forms option in the left corner, and select web form. Now click on the add button.

How do I create a master page in Webform? ›

How to create a Master page?
  1. Right click on the project.
  2. Select Add.
  3. Select Add New Item.
  4. Select Master Page from the list.
  5. Give it a name and click on Add.
Nov 3, 2022

How do I create a web form in HTML email? ›

The three sets of code below can help you get the job done.
  1. HTML: <form method=”post” name=”contact_form” action=”contact-form-handler.php”> Your Name: <input type=”text” name=”name”> Email Address: ...
  2. JavaScript: <script language=”JavaScript”> ...
  3. PHP: <? ...
  4. Email form plugins for WordPress. ...
  5. Shopify email form apps. ...
  6. Google forms.
Apr 11, 2019

Can I send HTML form data to email? ›

To send an email using HTML forms, you need to add the email id to the action attribute of the form. In that, add email proceeding with mailto: i.e. mailto:emailid@example.com.

Can I send HTML through email? ›

Yes, it's perfectly safe to send an HTML email in Gmail. As long as you don't put any malicious code in there, then you're probably good to go. However, keep in mind that you should still stick to basic email sending rules.

What is the difference between Webform and WebPage? ›

WebPage is a document / information resource that is rendered usually as HTML/XHTML on World Wide Web and is accessed through Web Browser. Whereas, Web Form is a document where you can design and develop the Web Page, Web Form usually provides features which can enable a user to develop a Web Page.

What is web form with example? ›

What Are Web Forms? A web form (or HTML form) is a place where users enter data or personal information that's then sent to a server for processing. For example, users can share their name and email address to sign up for a newsletter or place an order.

How does Webform work? ›

When users request a page, it is compiled and executed on the server by the framework, and then the framework generates the HTML markup that the browser can render. An ASP.NET Web Forms page presents information to the user in any browser or client device. Using Visual Studio, you can create ASP.NET Web Forms.

What are the components of Webform? ›

Web Form - Component Types
  • Commerce. An e-commerce component. ...
  • Date. Used to collect date information from the user, possibly a birth date. ...
  • E-mail. Used to collect email address information.
  • Fieldset. A fieldset creates a grouping of fields with a header. ...
  • File. ...
  • Grid. ...
  • Hidden. ...
  • Markup HTML.

What is Webform data? ›

Webform is an effective tool placed on one's website, where users enter their personal information and, in return, get an answer to their queries, get information about a product, or they can subscribe to the company's newsletter.

Is web forms outdated? ›

In response to a comment questioning Web Forms support, Microsoft said: "Web Forms is NOT deprecated, the framework support is limited to critical updates, but all ASP.NET full . NET Framework projects are fully supported.

What is the alternative to Webform? ›

  • Google Forms. Free • Proprietary. Survey Creator. ...
  • LimeSurvey. Freemium • Open Source. Survey Creator. ...
  • Nextcloud Forms. Free • Open Source. Survey Creator. ...
  • Typeform. Freemium • Proprietary. ...
  • Microsoft Forms. Paid • Proprietary. ...
  • Nextcloud Polls. Free • Open Source. ...
  • Tally Forms. Freemium • Proprietary. ...
  • OhMyForm. Free • Open Source.
May 17, 2023

Are web forms safe? ›

Are web forms secure? No, web forms are not secure. To make sure your web form is secure, you need to apply data encryption, multi-factor authentication, spam protection, and other security measures to protect submitted data from being hacked.

How do I submit a confirmation in Drupal webform? ›

Go to admin/config/webform-confirmation, select the webform for which you wish to send the confirmation. Go to admin/config/webform-confirmation/template, fill in the required information like email address,body,subject of the mail.

How do I add a block to a webform in Drupal? ›

  1. Create your webform.
  2. Structure => Block Layout => click "Place Block" under your preferred region.
  3. Find Webform then => Place Block => under Webform type your webform title and it will find it.
  4. Save Block.
Feb 1, 2018

How to install Drupal on a website? ›

Installing Drupal
  1. Step 1: Get the Code. Install the files you need to run Drupal.
  2. Step 2: Install dependencies with composer. ...
  3. Step 3: Create a database. ...
  4. Step 4: Configure your installation. ...
  5. Step 5: Run the installer. ...
  6. Step 6: Status check.

How do I save a webform? ›

To do this, first make sure that the field has been given a Display Name in the edit window. Next select the Save icon in the corner of the field in the WebForm builder. You will be prompted to confirm that you want to save the field. Select Yes to continue.

How do I import data from Web and export data? ›

Select Data > Get & Transform > From Web. Press CTRL+V to paste the URL into the text box, and then select OK. In the Navigator pane, under Display Options, select the Results table.

How do I export a webform in Drupal 8? ›

Steps for Export:
  1. Go to admin/config/insightly-mapping/add.
  2. In the option 'Currently Mapped forms' there is a link for export operation (admin/insightly-mapping/export/%) in each webform configure.
  3. Click the export link, then we will get the json_encode format of our selected webform's configuration.
Aug 26, 2021

How do I delete old submissions in Webform? ›

Installation/Usage
  1. Install module like any other contrib module.
  2. Select any Webform with submissions.
  3. Click on the "Results" tab.
  4. Locate the "Bulk Delete" sub tab.
  5. Select date range for bulk deletion of submissions.
  6. Confirm submissions have been deleted.
Jul 19, 2019

How do you alter any form in Drupal? ›

You can alter a form by using both form_id and base_form_id properties. Plugins using the base_form_id property will be executed before those using the form_id. Nobody stops you from using both properties in the same Plugin.

How old is Webforms? ›

Web Forms was included in the original . NET Framework 1.0 release in 2002 (see . NET Framework version history and ASP.NET version history), as the first programming model available in ASP.NET.

What is Webforms code behind? ›

Code Behind refers to the code for an ASP.NET Web page that is written in a separate class file that can have the extension of . aspx.

What is the difference between Windows Forms and Web forms? ›

A web application can be accessed from any system through the internet. You need an Internet Information Services (IIS) server to run the web application. Windows application can directly be executed on a Windows operating system. Windows applications can only be run on a windows platform.

What is web form with master page? ›

Master pages allow you to create a consistent look and behavior for all the pages (or group of pages) in your web application. A master page provides a template for other pages, with shared layout and functionality. The master page defines placeholders for the content, which can be overridden by content pages.

What is the difference between web forms master page and web forms master page nested? ›

The main difference between the nested master page and a content page bound to the same top-level master page is that the nested master page can include ContentPlaceHolder controls. The nested master page's ContentPlaceHolder controls define the regions where the content pages can customize the markup.

What is web form master page nested? ›

Master pages can be nested, with one master page referencing another as its master. Nested master pages allow you to create componentized master pages. For example, a large site might contain an overall master page that defines the look of the site.

What is the email code in HTML? ›

The <input type="email"> defines a field for an e-mail address. The input value is automatically validated to ensure it is a properly formatted e-mail address. To define an e-mail field that allows multiple e-mail addresses, add the "multiple" attribute. Tip: Always add the <label> tag for best accessibility practices!

How do I link my email to my website in HTML? ›

How to make an email link in HTML
  1. Open your HTML file and choose where to insert your email link.
  2. Type in the anchor tag "a href=" after the "<" symbol to show a link in your HTML code.
  3. Include the "mailto:" tag after the "=" to send the link to an email address.
Mar 10, 2023

Can you embed PDF in an email with HTML? ›

Yes. However, consider the size of your PDF and whether you want to embed it in the HTML itself or send it as an attachment. See the step-by-step instructions above to select the best option for you.

How do I send data to a HTML form? ›

To post HTML form data to the server in URL-encoded format, you need to make an HTTP POST request to the server and provide the HTML form data in the body of the POST message in key=value format. You must also specify the data type using the Content-Type: application/x-www-form-urlencoded request HTTP header.

How to send HTML form data to database? ›

Use Case: Create a New Order
  1. Define Queries. We will define two queries. ...
  2. Generate XML Schema. ...
  3. Create the Form. ...
  4. Link to the Database. ...
  5. Define the SQL Query. ...
  6. Generate an XML Schema. ...
  7. Create the Form. ...
  8. Link to the Database.
Sep 1, 2021

Does Gmail support HTML? ›

To use HTML in Gmail, you will first need to write HTML code in the internal editor or use an external editor. With an external editor, you may be able to find an existing HTML email template, which will lessen the amount of code you have to write.

Is it safe to open HTML file in email? ›

The most common spammed HTML attachments seen are phishing pages. The HTML file itself is generally benign, meaning it does not have any malicious code that launches arbitrary code into the system. This attachment, however, should be treated with caution.

Can you send HTML code in Gmail? ›

Users of Send Mass Mail + HTML inserter for Gmail, on the other hand, don't need to create an account. To access the “Insert HTML” option in the Gmail compose window, which they can use to create and embed HTML, all they need to do is click on the downward-pointing arrow next to the “Send Mass” button.

How do I add a webform? ›

Creating New Web Forms
  1. To add a new form, select the project, right-click, and add a new item.
  2. Click the web forms option in the left corner, and select web form.
  3. Now click on the add button.
Feb 21, 2023

How to export data from webform in Drupal? ›

Export your results as an HTML table
  1. Navigate to your webform through Manage » Structure » Webform. ...
  2. In your webform's dashboard, click on the Results tab.
  3. In the Results submenu options, click on the Download link.
  4. In the FORMAT OPTIONS section: ...
  5. In the DOWNLOAD OPTIONS section: ...
  6. Click the Download button to finish.
Nov 15, 2022

How do I add a master page to an already created webform? ›

Add the master page into our project. Right click Project->Add->New item (shown in the picture), After clicking on new item, Window will open, select Web Form->Web Forms Master Page (shown in the picture), After clicking the add button, master page 'site1.

What is the purpose of Webform? ›

What are web forms used for? Web forms are a great way to help you capture your website visitors' details – their name, email address, preferences, comments, and feedback. They are also a powerful means for website visitors to get in touch with a company, send information, place an order, send a request or an inquiry.

How to add Captcha in Drupal Webform? ›

Drupal 6
  1. Go to Administer > User Management > CAPTCHA and check: Add CAPTCHA administration links to forms.
  2. Create the Webform. ...
  3. Save the form.
  4. Click CAPTCHA: no challenge enabled at the bottom of the newly created form (when Viewing, not editing the form).
  5. Click Place a challenge here for untrusted users.
  6. Done.

How do I add custom validation to a Webform element? ›

How to add custom validation to a Webform element?
  1. First, add a hook_webform_element_alter() use Drupal\Core\Form\FormStateInterface; /** * Implements hook_webform_element_alter(). ...
  2. Now we have to implement the callback method validate() .
Oct 7, 2021

How do I enable Captcha in Drupal 8 Webform? ›

In Drupal 8
  1. Access this url /admin/structure/webform.
  2. Select “Build” from the OPERATIONS column.
  3. When we click the “+Add element” button, a list of form elements will appear.
  4. We can choose Captcha from the list of options.
Jan 31, 2023

How do I use Webform as a block? ›

Blocks let you place Webforms in sidebars or other regions, and a block can be present on multiple pages on your site. Fortunately, the Webform module supports turning any form into a block. When editing the Webform, simply go to "Form settings", and you'll find an "Available as block" option under "Advanced settings".

How do I create a custom form in block in Drupal 9? ›

Let us get started with creating a custom block in Drupal 9 in a few simple steps:
  1. Create a module. To create a custom block, it is necessary to create a “. ...
  2. Create a Drupal Block Class. Now to define the logic for the block, we must define the Drupal block class. ...
  3. Enable the Block to display the content.

How do I add an attachment to a Webform? ›

Go to the URL of your Webform and try uploading a file and submitting your form. Momentarily you should receive an email with an attachment for the uploaded file. And that's it! You have successfully configured Webform and Swift Mailer.

Videos

1. Welcome to the OSTraining Channel
(OSTraining)
2. Drupal 8 Beginner, Lesson 1: Introduction
(OSTraining)
3. Drupal 8 Performance, Lesson 1: Introduction
(OSTraining)
4. Using Drupal's Backup and Migrate Module
(OSTraining)
5. Drupal 8 Beginner, Lesson 47: Finding and Evaluating Modules
(OSTraining)
6. Drupal 8 Site Building, Lesson 15: User Profiles
(OSTraining)

References

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