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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.


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

  2. Create a page break

  3. Arrange the form components

  4. Set validation rule for the error message

  5. Disable the progress bar

1. Create a passcode textfield

  1. Click Webform tab, and then Form components sub-tab.

  2. Under Label, enter a new component name for the passcode (e.g., "Passcode:").

  3. Under Type, set component type to Textfield.

  4. Check the Required checkbox.

  5. Click Add button.

  6. 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.").

  7. Click Save component.

2. Create a page break

  1. Under Label, enter a new component name for the page break (e.g., "Form").

  2. Under Type, set component type to Page break.

  3. Click Add button.

  4. In Next page button label, enter a name for the button to validate the passocode (e.g., "Submit Passcode").

  5. Click Save component.

3. Arrange the form components

  1. Drag the "Passcode:" textfield to the top.

  2. Drag the "Form" page break below the "Passcode:" textfield.

  3. Save.

4. Set validation rule for the error message

  1. Under Webform tab, select Form validation sub-tab.

  2. Select Specific value(s) link.

  3. Add a Rule name (e.g., "Invalid passcode message").

  4. Under Components, select "Passcode:" textfield.

  5. In (Key) value, enter the passcode (e.g., "passcode123").

  6. Enter a Custom error message (e.g., "Passcode entered is incorrect. Please try again.").

  7. Click Add rule.

5. Disable the progress bar

  1. Under Webform tab, select Form settings sub-tab.

  2. Scroll down, and select Progress bar.

  3. Uncheck all options.

  4. Save configuration.

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