How to create a passcode-protected web form
Access to view a web form can be controlled by using a passcode. When form submitters enter the correct passcode, they will be able to see the web form. Alternatively, access to a web form can be limited to nexus groups using Web form submission access.
Note: The passcode is not case sensitive.
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You should have a web form made before proceeding with the instructions below. If not, see the instructions on how to create a web form and add/manage form components.
There are 5 parts in creating a passcode-protected web form:
1. Create a passcode textfield
Click Webform tab, and then Form components sub-tab.
Under Label, enter a new component name for the passcode (e.g., "Passcode:").
Under Type, set component type to Textfield.
Check the Required checkbox.
Click Add button.
In the Description field, enter a short note about
the passcode (e.g., "The passcode is provided in the welcome email. For
assistance, email wcms@uwaterloo.ca.").
Click Save component.
2. Create a page break
Under Label, enter a new component name for the page break (e.g., "Form").
Under Type, set component type to Page break.
Click Add button.
In Next page button label, enter a name for the button to validate the passocode (e.g., "Submit Passcode").
Click Save component.
3. Arrange the form components
Drag the "Passcode:" textfield to the top.
Drag the "Form" page break below the "Passcode:" textfield.
Save.
4. Set validation rule for the error message
Under Webform tab, select Form validation sub-tab.
Select Specific value(s) link.
Add a Rule name (e.g., "Invalid passcode message").
Under Components, select "Passcode:" textfield.
In (Key) value, enter the passcode (e.g., "passcode123").
Enter a Custom error message (e.g., "Passcode entered is incorrect. Please try again.").
Click Add rule.
5. Disable the progress bar
Under Webform tab, select Form settings sub-tab.
Scroll down, and select Progress bar.
Uncheck all options.
Save configuration.
