Webforms

If you are assigned an Editor role in the Content Management System (CMS), then you have the ability to create Webforms. Webforms are web pages used to collect data from the visitors (or users) of your site. 

Please note that the CMS webforms are not for sensitive data. For example, you should not use the CMS webform feature to collect a KU Student ID, Social Security number or Credit Card number. Please contact KU web services if you need to collect sensitive data.  In this regards sensitive data refers to all information listed as level 1 of the Data Classification Policy.
 

Guide for Creating Webforms

  1. Log in to the CMS
  2. Click Content => Add content.
  3. Click Webform
    Webform Link
  4. Enter a Page Title  & Body.  In the Body section, you may enter any general text for your Webform. For example, enter a description of the type of data you are trying to collect. Or, you could provide instructions for the Webform.
    Webform title and body screenshot
  5. Next step is to create the individual data entry fields called “Components.” First, type the component name. Note: The component name also becomes the label for your data entry field.
    ( Note: You can also get to this part by editing your newly created webform and selecting the "WEBFORM" tab at the top right of the page )
    webform label
    The Type field allows you to define the data type you want the user of your webform to enter.
    Webform type
    Choose whether you want your field to be Mandatory and then click the Add button to creat the Component.
    webform mandatory
    The Label is automatically populated with the Component name. The Field Key is the unique name of the field and becomes the column heading if you export the data from the CMS. If you would like a Default value in the field you may enter one.
    If a field needs a Description to aid the user to know what type of information is required, you may enter one.
    webform field options

    You may also use Token Values for a particular component. Token values allow for the collection of information of system generated values. Examples include Date/Time, the Node (page) name or even the visitor’s IP address.
    Validation allows specific control over the data entry process of a particular component. You can make a page Mandatory, you can ensure the value entered is a Unique value which has never been entered into the form before as well as define the Maxlength of the data entered into the component.
    Webform validation
    The Display options of the component allow you to fine-tune the settings of the field in your Webform. For example, you have the option to set the Width of the component. You may also set Labels to both the left and the right of the component field.
    webform display
    You are allowed to change the order of your field components in your Webform. Simply hover over the four-way arrow and click-and-drag the component to the intended position in the form.
    webform label sorting
     

Viewing a Webform

You may preview and test your Webform using the View tab in the upper-right corner of the page. You may also use the Edit tab to make changes to the components on your Webform. 
webform view
Note: Do not include a webform in another page on the site using the block include or page include methods. Webforms have issues with caching, so they must be created as their own node/page.
 

Emails & Form Settings

You can also have the information from a Webform emailed specific recipients. Click on the E-mails button in the upper-right of the Webform creation page.
webform email
 
You may also create a custom message for confirmation of a Webform submission. Another option allows for web page redirection upon form submission. Both of these features are found by clicking on the Form Settings button.
 

View Webform Data.

There are a variety of options for view data submitted via Webform. You can view in Table form when logged into the CMS or you can download the results and analyze in another application like MS Excel.
 
  1. Click the Results tab in the upper-right of the screen. 
    webform results link
  2. On the Results tab you are presented with five options to choose:
    Submissions – provides a brief summary of each instance of a form submission
    Analysis – gives a detailed view of each component answer. Including the number of blanks and average of words submitted
    Table – lists the data in the browser in standard table format.
    Download – multiple download options. Download directly into Excel format or into many other text delimited formats.
    Clear – Clear all form results. Take caution, this action cannot be undone.
    webform results

Training Calendar
CMS Help

If you are experiencing a critical issue with your live website, please contact the IT Customer Service Center at 864-8080 or itcsc@ku.edu.

For questions on CMS policy, look & feel, and all other issues, please visit our help page.

Please contact web services at 864-6415 or webservices@ku.edu for help with your site

Online help can be found under the How-To's section of this website.