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 4 parts in creating a passcode-protected web form:

1. Create a passcode textfield

2. Create a Wizard page

3. Arrange the form components

4. Disable the progress bar

Create a passcode textfield

1. Click Build tab, and then press Add element.

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2. Search for the Textfield element and then press the Add element button to the right of it.

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3. Enter a name for the passcode in the Title section (e.g., "Passcode:")

4. 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.").

5. In the Form validation section

   1. Check the Required checkbox.

   2. Check the Pattern checkbox.

6. Enter your desired Password that will be used to unlock the form in the Pattern regular expression box (e.g., "passcode123").

   1. In the Pattern message box, enter the message you want to display if an incorrect password is entered (e.g., "Passcode entered is incorrect. Please try again.").

7. Click Save.

Create a Wizard page

1. Under the Build section, press Add page.

2. Enter a new name for the page in the Title box (e.g., "Form").

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

4. Click Save.

Arrange the form components

1. Drag the "Form" Wizard page to the top.

2. Drag the "Passcode:" Textfield element below and indented in the "Form:" Wizard page.

   1. Note: You must have the elements of your actual Web form underneath of a Wizard page.

3. Save elements.

Disable the progress bar

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

2. Scroll down to Form wizard settings. Uncheck all of the options under Progress.

3. Press Save.

Passcode-protected Web form results

What the start of the Web form will look like:

If an incorrect password is entered:

If the correct password is entered:

If you try to submit without a password: