Create a web form

The Web form content type allows you to create a fillable form on your site for users to submit. It can be implemented on a web page or any content type where adding blocks is enabled.

Before creating a web form, please refer to deciding what to collect on a web form to ensure the privacy and security of all users when gathering information.

There are two Web Form roles available

• Form editor role: ability to create, edit and delete their own and all content in the Web form. They can also view form results/submissions.

• Form results role: ability to view the form results/submissions found in the Results tab.

Note: Due to privacy and security considerations associated with web forms, it is mandatory that form editors complete the WCMS 3 Web Forms course on LEARN prior to having this role added to a live site.  

Creating a Web Form

1. From the administration bar, select Workbench, and then select My Dashboard.

2. Navigate to the Forms panel on the right and select Add.

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3. Enter the Title.

4. Enter Administrative description, if applicable. 

5. Select a Category if applicable. The default option is set to None. A new Category can be added by selecting Other... and entering the category in the text box.

6. Select Status. The default state is Open, which will allow individuals to submit the web form once it is published.

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7. Select Save.

• You will automatically be taken to the Build tab where you can begin adding components to your web form. Please refer to how to add/manage form components to learn more.

• To add the form you have created to a page, please refer to how to embed a web form in a page.