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.