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MHC Drupal User Manual: Webforms 1. Create Webform Page

1. Select E mail in type 1 2 3 Check the Mandatory box if the question is mandatory 4 Click Add 4 MHC Drupal User Manual Webforms 02 22 13 5 Under Default value you can type in mtholyoke edu if the form is to be filled by a Mount Holyoke College affiliated member This extension will be automatically entered into the field and the user can just put in their Mount Holyoke College username This is not necessary Label Email This is used as a descriptive label when displaying this form element Field Key email Enter a machine readable key for this form element May contain only alphanumeric characters and unders name attribute of the form element This value has no effect on the way data is saved but may be helpful Default value mtholyoke edu a OeTau Value Cc ate BIg gt TOKEN VALUES User email as default Set the default value of this field to the user email if he she is logged in 5 MHC Drupal User Manual Webforms 02 22 13 Add Field Containing Numbers A field containing numbers is a numeric input field either as textfield or select list 1 Enter the question under Label i e Current Age 2 Select Number 3 Click on Add 4 Check the box on the left of Integer v VALIDATION Mandatory Check this option if the user must enter a value C Unique Check that all entered values for this field are unique The same value is not allowed to be used twice Vi Intege
2. Ethnicities Majors ns rather than entering options manually Options will not be editable if using pre built list Minors Residence Halls Residential Dining Halls ef must enter a value v DISPLAY 12 MHC Drupal User Manual Webforms 02 22 13 5 Select the pre built list for example US states the options area will pre fill from the pre built list Options AL Alabama Ak Alaska AS American Samoa AZ Arizona AR Arkansas Key value pairs MUST be specified as safe_key Some readable option Use of only alphanumeric characters and underscores is recommended in keys One per line Option groups may be specified with lt Group Name gt lt gt can be used to insert items at the root of the menu after specifying a group gt TOKEN VALUES Load a pre built option list US states g Use a pre built list of options rather than entering options manually Options will not be editable if using pre built list 6 Check box on the left of Listbox This is under the Display section v DISPLAY Mi Listbox Check this option if you want the select component to be of listbox type instead of radio buttons or checkboxes C Randomize options Randomizes the order of the options when they are displayed in the form Label display Above 7 Click on Save component 8 Save the changes made on the webform 13 MHC Drupal User Manual Webforms 02 22 13 Add Text Area 1 Enter the question under Label
3. a copy of their form sent Edit e mail settings Home E mail to address Custom r 1 Would you be willing to share your experiences and advice with other Romance Languages and Cultures alumnae Would you be willing to share your experiences and advice with current MHC students 3 Complete the Email Header Details as follows See screen shots on previous page a Email subject you may leave the default or add a custom subject This is the text you will see as the subject in your email b Email from address select Component and use the pull down menu to select the email field of the person who will complete the form c Email from name select Custom and enter the key values for the first and last name of the person who will complete the form i e valueffirst name value last_name d Save email settings 19 MHC Drupal User Manual Webforms 02 22 13
4. down menu i e markup 3 Click on Add you will be redirected to the Edit component Edit component Your Essay viw eom wesrorm resucts E mails Form settings Home Communications Drupal Webfom Example Label Your Essay This is used as a descriptive label when displaying this form element Field Key your_essay Enter a machine readable key for this form element May contain only alphanumeric characters and underscores This key will be used as the name attribute of the form element This value has no effect on the way data is saved but may be helpful if doing custom form processing Value I izvity Essay han hy xm iwi GR Ei Your essay should be no less than 500 words and no more than 1000 words Path p strong Disable rich text Text format Full HTML More information about text formats Web page addresses and e mail addresses turn into links automatically e Embed content by wrapping a supported URL in embed embed Lines and paragraphs break automatically Markup allows you to enter custom HTML or PHP logic into your form gt TOKEN VALUES v DISPLAY Save component 8 MHC Drupal User Manual Webforms 02 22 13 4 In the Edit component the label details and the field key are auto filled from the information that you added to the label 5 Add appropriate content to the Value section of the form If appropriate change the format from
5. i e Hobbies Select Text area Click on Add Feedback update Textarea B Add 4 Check the box on the left Resizable This makes sure that the size of the box can be edited Height Height of the textarea Leaving blank will use the default size Vi Resizable Make this field resizable by the user C Hide label Do not display the label of this component C Disabled Make this field non editable Useful for setting an unchangeable default value C Private Private fields are shown only to users with results access 14 MHC Drupal User Manual Webforms 02 22 13 Customize content on receipt page 1 Once the form is filled and the user has submitted it the default confirmation message they see is ABOUT ADMISSION ACADEMICS STUDENT LIFE ATHLETICS OFFICES GIVING NEWS amp EVENTS GATEWAYS Home Drupal Webform Example gt Drupal Webform Example STUDENTS vesnss Drupal Webform Example PARENTS Thank you your submission has been received Go back to the form Virtual Tour 2 To customize content click on Form Settings E mails Form settings 3 Add your message in the Confirmation message area Drupal Webfom Example Home Communications It is useful to the form submitter if the confirmation page indicates A copy of your submission form will be sent to you via email shortly You must make the form function this way for that to happen see how to do this in the next sectio
6. E mail from name O Default Mount Holyoke College Custom valueffirst_name valueflast_name O Component First name Any textfield select or hidden form element may be selected as the sender s name for e mails Note match the form components EXACTLY to the key field label Home Web Help Workshops amp Support Drupal Workshops Label First name This is used as a descriptive label when displaying this form element Field Key first_name Label Last name This is used as a descriptive label when displaying this form element Field Key last name 4 Save email settings The next screen should look similar to this Drupal workshop value first_name value last_name tchamber mtholyoke edu registration lt Value of MHC email gt 18 MHC Drupal User Manual Webforms 02 22 13 Set form to email submision results to person who submitted form 1 Go to the Webform tab and then click on Emails which can be found on the top of the Edit Component page Drupal Webfom Example WEBFORM es amp 2 Select Email Address or whatever field name was assigned for the person filling in Home Communications the form to add from the pull down menu then select Add Note the form submitter must include their email on the form to receive the email so you may want to make email a required field or indicate it is optional but required if they want
7. MHC Drupal User Manual Webforms These instructions are not inclusive of all webform features that may be available If you need assistance in creating webforms or if you want to provide options on your forms that may be available but are not included in this documentation email the College Web Team at webhelp mtholyoke edu There are four main steps to create a Webform 1 Create the webform page 2 Add webform components questions 3 Add receipt page content 4 Add form submission recipients 1 Create Webform Page A Click on the Add Content link at the top of the personal menu Add content Find content Performance B Select Webform from the list of content types Webform Create a new form or questionnaire accessible to users Submission results and statistics are recorded and accessible to privileged users C Complete the Webform fields as follows 1 Add a Title this title will appear above the content on the form page Title Drupal Webfom Example 2 Select the Section the top level of your section of the web Section Communications 3 Add content to the Body if appropriate Body B Z j E Lin i 44 A This is where you can add content at the top of the form and edit update as needed You may use the various elements such as 1 Headline 2 Number or bullet list 4 ef Path p p MsoNormal span NI 4 Scroll down to the bottom of the page select the Parent I
8. lick on Add Affiliation Select options Add 5 The options for the questions should be entered in the Options section 6 The safe key value and the Readable option should be entered as follows The safe key value should be entered in lowercase If there is a space in between two words it should be indicated with an underscore _ i e fall_ entrant 7 After the safe key has been written the pipe symbol should be entered followed by the more Readable Option 8 The Readable Option should be written the way it will be read by the user For example Student For example the first option should be student Student Options student Student faculty Faculty staff Staff 9 The other options should be entered as described earlier on Each option should be entered on the next line Options student Student faculty Faculty staff Staff Key value pairs MUST be specified as safe_key Some readable option Use of only alphanumeric characters and underscores is recommended in keys One option per line Option groups may be specified with lt Group Name gt lt gt can be used to insert items at the root of the menu after specifying a group 10 MHC Drupal User Manual Webforms 02 22 13 10 Click on the Label display pull down menu and select Inline This allows options which are just a few to be arranged neatly in one line For example a question which has two options can be arranged inline v DISPLAY Li
9. n Email form submision results to person who submitted form ic sn in EEEN Sri w neha pcs SEE S E Form components E mails g SUBMISSION SETTINGS Confirmation message B Z Z Paragraph gt y Your campus space request form was submitted A copy of your submission will be sent to you via email shortly 4 Click Save 15 MHC Drupal User Manual Webforms 02 22 13 Assign Email Recipients You may recieve the data from form submission via email and or by downloading the data from the webform in Drupal via the Results tab Note only one person per form has access to view the webform database You may setup webforms to do any or all of the following e Email form submissions to a mail list i e eventservices mtholyoke edu e Email a summary of the form submission to the person who submitted the form i e Value of Email e Email form submissions to one or more indiviuals in your department i e tchamber mtholyoke edu E MAIL TO SUBJECT FROM OPERATIONS eventservices mtholyoke edu Form submission from Campus Space Request Form Value of Name lt Value of Email gt Edit Delete Value of Email Form submission from Campus Space Request Form Value of Name lt Value of Email gt Edit Delete tchamber mtholyoke edu Form submission from Campus Space Request Form Value of Name lt Value of Email gt Edit Delete Address email example com Add Component value Pre event Time set
10. not visible to the user but is recorded with the submission Displays text as HTML in the form does not render a field A numeric input field either as textfield or select list Page break Organize forms into multiple pages Select options Allows creation of checkboxes radio buttons or select menus A large text area that allows for multiple lines of input Textfield Basic textfield type Time Presents the user with hour and minute fields Optional am pm fields Allows creation of grid questions denoted by radio buttons 3 MHC Drupal User Manual Webforms 02 22 13 Creating a Textfield A text field is a large text area that allows for multiple lines of input 1 Enter the question to be asked under Label i e First Name 2 Select Textfield in type 3 Check the Mandatory box if the question is mandatory 4 Click on Add LABEL TYPE VALUE MANDATORY OPERATIONS No Components add a component below FirstName Textfield Ww Add 5 Scroll down to the bottom of the page to DISPLAY v DISPLAY 6 The width of the textfield box can be changed by entering a number The size of the box can be edited by entering a number under Width v DISPLAY Width 30 7 Select Save Component 8 Add the second textfield component Last Name with a width of 35 Creating an Email Field An email field is a special textfield that accepts email addresses Email E mail Vv Add Enter the question to be asked under Label i e Email
11. paragraph to Heading 2 etc Value Z Z Essay We iil by am aw 4A a K Your essay should be no less than 500 words and no more than 1000 words Path p strong 6 Click on Save Select Options The select options field type allows you to create checkboxes radio buttons or menus Select list single selection choose the Select options type enter the values and label and make sure List box option is checked on Select list multiple selection choose the Select options type enter the values and label then choose the Multiple advanced setting and make sure Listbox option is checked on Checkbox choose the Select options type enter the value and label then choose the Multiple advanced setting even if you just want one checkbox to appear and make sure Listbox option is not on Checkboxes multiple choose the Select options type enter the values and label then choose the Multiple advanced setting and make sure Listbox option is not on Radio buttons choose the Select options type enter the values and label Make sure both the Multiple advanced setting and Listbox option settings are not on 9 MHC Drupal User Manual Webforms 02 22 13 To add a Select Option 1 Type the question under the Label component Select n Select options under Type 2 3 If it is mandatory for that question to be answered check the box under Mandatory 4 C
12. r Permit only integer values as input e g 12 34 would be invalid 5 To enter a description for an example for the user write this under Description Description i e 413 538 2000 A short description of the field used as help for the user when he she uses the form And the field in the webform will look like this Phone i e 413 538 2000 6 MHC Drupal User Manual Webforms 02 22 13 6 Select the Text field option This allows the user to input the number Select None for Thousands separator otherwise the number will be separated in thousands v DISPLAY Element type Text field Select list A minimum and maximum value are required if displaying as a select Prefix text placed to the left of the field Examples Postfix text placed to the right of the field Examples Ib kg Decimal places Automatic Automatic will display up to 4 decimals places if needed A value of 2 is common to format currency amounts Thousands separator Comma Period Space Label display Above Determines the placement of the component s label Private Private fields are shown only to users with results access 7 MHC Drupal User Manual Webforms 02 22 13 Markup A markup displays text as HTML in the form does not render a field Your Essay Markup m Add 1 Add the label type in the question 2 Select the type of label it is from the pull
13. stbox Check this option if you want the select component to be displayed as a select list box instead of radio buttons or checkboxes Option groups nested options are only supported with listbox components Randomize options Randomizes the order of the options when they are displayed in the form Label display Above inline the placement of the component s label None Private Private fields are shown only to users with results access 11 Click on Save component at the bottom of the screen 11 MHC Drupal User Manual Webforms 02 22 13 Create a Select Option with Pre Built Options 1 Enter the question For example State 2 Select Select options 3 Click on Add State Select options 2 Add 4 Select the Load a pre built option list pull down menu Description A short description of the field used as help for the user when he she uses the form gt TOKEN VALUES O Multiple Check this option if the user should be allowed to choose multiple values Options ai Key value pairs MUST be specified as safe_key Some readable option Use of only alphanumeric characters and underscores is recommended in keys One option per line Option groups may be specified with lt Group Name gt lt gt can be used to insert items at the root of the menu after specifying a group gt TOKEN VALUES Load a pre built option list None Days of the week Countries Constituencies
14. tem pull down menu and then click on the section you want the new page to appear Menu settings SA i Drupal Webfom Example WV Provide a menu link Revision information Menu link title New revision Drupal Webfom Example Hide link in navigation Parent item Communications Weight fo TF Menu links with smaller weights are displayed before links with larger weights Classes Enter additional classes to be added to the link Preview 5 Click on Save 6 After you save the page you should get to this page where you will add the field name and type components and indicate if the field is mandatory Drupal Webfom Example WEBFORM a Form components E mails Form settings Home Communications g Webform Drupal Webfom Example has been created The new webform Drupal Webfom Example has been created Add new fields to your webform with the form below Show row weights LABEL TYPE VALUE MANDATORY OPERATIONS No Components add a component below 4 Newcomponentname Textfield LJ 2 MHC Drupal User Manual Webforms 02 22 13 2 Webform Components You may add any number of fields to a node for the end user can fill out NAME DESCRIPTION Date Presents month day and year fields A special textfield that accepts email addresses Fieldset Fieldsets allow you to organize multiple fields into groups Allow users to upload files of configurable types Hidden A field which is
15. up hd Set form so you or someone in your department receives results via email 1 Go to the Webform tab and then click on Emails which can be found on the top of the Edit Component page Drupal Webfom Example WEBFORM a 2 Select Address and your MHC email address i e tchamber mtholyoke edu and then select Add Home Communications Address tchamber mtholyoke edu 16 MHC Drupal User Manual Webforms 02 22 13 3 Comple the Email Header Details as follows a Email subject You may leave the default or add a custom subject This is the text you will see as the subject in your email E MAIL HEADER DETAILS E mail subject Default Form submission from Drupal Workshop Registration Custom Drupal workshop registration Component First name kd Any textfield select or hidden form element may be selected as the subject for e mails b Email from address Select Component and use the pull down menu to select the email field of the person who will complete the form E mail from address O Default drupal mtholyoke edu O Custom Component MHC email Any email select or hidden form element may be selected as the sender s e mail address 17 MHC Drupal User Manual Webforms 02 22 13 c Email from name Custom enter the key values for the first and last name of the person who will complete the form i e value first_ name value last_name

MHC Drupal User Manual: Webforms 1. Create Webform Page

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