Tab functions

Web form tabs are located below the web form’s title. To access the web form content type, a user must have either the role of form editor or form results access.

Only a site owner can assign the form editor role and form result access role. Site owners can remove or change the expiry of both roles once it has been assigned to a user.

Web form roles:

The two roles have different access to the web form tabs.

• Form editor: ability to create, edit and delete their own and all content in the Web form. They will also be able to view form results/submissions and test the web form.

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

Note: Site owners with the form editor role can assign granular form results access to further restrict access to form results.   

Web form tab functions:

Open

View: Allows you to view the form and how it displays to external users. It is recommended that you add form components and then view what they will look like in this tab.

Test: Autofills and submits the form you created in order to test its functionality.

Results: Allows you to view, download, and/or clear the results of your web form.

Build: Allows you to add elements, pages, or layouts to the web form. The structure of the webform can be edited after initially being published. Refer to how to add/manage form components components for more instruction.

Settings: The settings tab includes six sub-tabs which include: General, Form, Submissions, Confirmation, Emails/Handlers. Refer to how to configure web form settings for more instructions.

Related links

How to create a web form

How to embed a web form