Settings

Webform settings include setting the confirmation message, adding emails or handlers to receive web form submissions, who has access to the webform, etc.

Access Web Form settings

From the administration bar, select Workbench, and then select My Dashboard.
Navigate to the Forms list.
Locate the form you want to configure and select the drop-down menu under the Operations column.
Select Settings.

Form

The Form sub-tab is where the form editor can open/close forms, include a progress bar, and enable a preview of their form results before submitting.

Open/close a web form

See How-to open/close a web form for more details.

Edit form wizard bar settings:

From the administration bar, select Workbench, and then select the My Dashboard.
Navigate to the Forms list.
Locate the form you want to configure and select the drop-down menu in the Operations column.
Select Settings.
Select the Form sub-tab.
Navigate to Form Wizard Settings.
Configure the Progress bar settings.
Select Save.

Progress bar style - The progress bar appears at the top of each page in the form, except for the first page. Each page of the form corresponds to a bar and label on the progress bar. Any bar corresponding to a page before the current one will be filled in green. The progress bar is visible by default, but can be disabled by unchecking Show progress bar. Labels attributed to pages by the progress bar can also be customized.

Link to previous pages in progress bar: Previous pages will be linked in the progress bar.
Show wizard progress pages: The current page and total remaining pages will be displayed.
Show wizard progress percentage: The percentage of completed pages will be displayed.
Link to previous pages in preview: Only available when 'Enable preview page' is enabled. The preview page will include 'Edit' buttons for each previous page.
Update wizard progress bar's pages based on conditions: The wizard's progress bar's pages will be hidden or shown based on each page's conditional logic.
Labels: The labels on the progress bar can also be customized or users can use their default settings.

Edit form preview settings

From the administration bar, select Workbench, and then select the My Dashboard.
Navigate to the Forms list.
Locate the form you want to configure and select the drop-down menu in the Operations column.
Select Settings.
Select the Form sub-tab.
Navigate to Form Preview Settings.
Select disable, optional, or required.
Select Save.

Submission

The submission tab is where the form editor is able to limit the number of submissions a user can complete. There are submission messages that can be customized depending on the user's situation. E.g. if the submission breaks.

Confirmation

The confirmation tab allows you to set a confirmation message the user will see on their screen once the form has been submitted.

Create a confirmation message:

From the administration bar, select Workbench, and then select My Dashboard.
Navigate to the Forms list.
Locate the form you want to configure and select the drop-down menu in the Operations column.
Select Settings.
Select the Confirmation sub-tab.
Select the Confirmation type.
Navigate to Confirmation settings.
If applicable, enter a Confirmation title.
Enter the Confirmation message.
Select Save.

Note: You can test the web form to see how the confirmation message displays for users once the form is submitted.

Emails/Handlers

The emails/handlers tab allows users to send an email notification when the form is submitted.

How to configure email options

See How to configure web form email options for more details.

Access

The access tab allows you to set permissions to determine which roles are permitted to the form.

Set who has access to the form

From the administration bar, select Workbench, and then select My Dashboard.
Navigate to the Forms list.
Locate the form you want to configure and select the drop-down menu in the Operations column.
Select Settings.
Select the Access sub-tab.
Enter users' names into the type of access you need to enable access.
Select Save.

Note: Users must be added to the site to be given access.