Webforms are a robust feature that allows you to build highly customizable submission forms for your Web Open site. The purpose of this article is to cover the basics of creating, building, and editing Webforms. While many of these tasks are required to create a Webform, adding Pages and/or Layouts to your Webform is optional.

Add a Webform

1. Expand the Administration menu on the Dashboard
2. Click View All Webforms
3. Click Add Webform
4. Title the Webform
5. Complete the Webform fields, if desired
6. Click Save
7. Add Layouts, Pages, and/or Elements to the Webform

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Add Element(s) to a Webform

1. Navigate to the desired Webform
2. Click Add Element
3. Locate the desired element and click Add Element
   Note: Click Show Preview to display previews of each element type
4. Title the Element
5. Complete the Element fields
   Note: Hover over the Question Mark bubbles for definitions of any element field
6. Click Save
7. Click Save Elements

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Add Page(s) to a Webform

1. Navigate to the desired Webform
2. Click Add Page
3. Title the page
4. Complete the Page fields
   Note: Hover over the Question Mark bubbles for definitions of any page field
5. Select your Save option
   • Save: Save the page fields
   • Save + Add Elements: Save the fields, and then Add Element

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Add a Layout for a Webform

1. Navigate to the desired Webform
2. Click Add Layout
3. Enter the Key
4. Select an Align items setting
5. Complete the Layout fields
   Note: Hover over the Question Mark bubbles for definitions of any Layout field
6. Select your Save option
   • Save: Save the page fields
   • Save + Add Elements: Save the fields, and then Add Element

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Add Email Notifications and Handlers to a Webform

1. Navigate to the desired Webform
2. Select the Settings tab
3. Select the Emails / Handlers tab
4. Click Add Email or Add Handler
5. Complete the fields
   Note: Hover over the grey question mark for the definition of any field
6. Click Save

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Add a Confirmation Type to a Webform

1. Navigate to the desired Webform
2. Select the Settings tab
3. Select the Confirmation tab
4. Complete the Confirmation Fields
5. Click Save

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Edit Webform Information

1. Navigate to the desired Webform
2. Select the Settings tab
3. Complete the Webform Fields
4. Click Save

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Edit an Element on a Webform

1. Navigate to the desired Webform
2. Click Edit next to the desired Element
3. Complete the Element fields
   Note: Hover over the grey question mark for the definition of any field
4. Click Save
5. Click Save Elements

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Edit a Page on a Webform

1. Navigate to the desired Webform
2. Click Edit next to the desired Page
3. Complete the Page fields
   Note: Hover over the grey question mark for the definition of any field
4. Click Save
5. Click Save Elements

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Edit a Layout on a Webform

1. Navigate to the desired Webform
2. Click Edit next to the desired Layout
3. Complete the Layout fields
   Note: Hover over the grey question mark for the definition of any field
4. Click Save
5. Click Save Elements

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Edit Email Notifications and Handlers on a Webform

1. Navigate to the desired Webform
2. Select the Settings tab
3. Select the Emails/Handers tab
4. Click Edit next to the desired Email or Handler
5. Complete the fields
   Note: Hover over the grey question mark for the definition of any field
6. Click Save
7. Click Save Handlers

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Edit a Confirmation Type on a Webform

1. Navigate to the desired Webform
2. Select the Settings tab
3. Select the Confirmation tab
4. Edit the Confirmation fields as necessary
5. Click Save

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Duplicate a Webform Item

1. Expand the Administration menu on the Dashboard
2. Click View All Webforms
3. Locate the desired webform and click Build
4. Locate the desired Layout, Page, or Element and select the Action Menu
5. Click Duplicate
6. Complete the fields
   Note: Hover over the Question Mark bubbles for definitions of any field

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Delete a Page, Element, or Layout

1. Navigate to the desired Webform
2. Select the Action Menu for the desired Page, Element, or Layout
3. Select Delete
4. Click Delete
5. Click Save Elements

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Remove Email Notifications and Handlers from a Webform

1. Navigate to the desired Webform
2. Select the Settings tab
3. Select the Emails/Handlers tab
4. Click the Action Menu for the desired Email or Handler
5. Select Delete
6. Click Delete
7. Click Save Handlers

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Webform Fields

• Title: The title of the Webform
• Administrative description: The description of the Webform
• Category: The category associated with the Webform
• Status: The open or closed status of the Webform

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Confirmation Fields

• Confirmation Type: Select how the page reacts upon successful confirmation
• Confirmation URL: Check the desired Confirmation URL settings
• Confirmation Settings
  • Confirmation Title: The page title that is displayed upon successful submission
  • Confirmation Message: The message that is displayed upon successful submission

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