Webforms in Publisher
The Publisher makes it possibly to create powerful webforms with ease. You can use the wizard to make sign up and sign out forms, or to gather information about your customers. You can also personalize webforms.
You can make a webform directly when creating a webpage or create one in the Content module.
After you have made a form you have to edit your settings. You can use these to link the information you gathered to your database. You can set the form to log in or out of a profile, or change nothing at all. After sending a webform and entering the settings you can receive reactions. If you have changed a field in the profile, such as the newsletter field this might influence your selections next time they are refreshed. It's also possible to send a confirmation mail or thank you mail using followups.
Create a webform in website
When creating a webform while creating a website your options are limited to subscribe, unsubscribe and tell-a-friend forms. The advantage of this is that it's fast and will quickly produce a snippet of HTML code to paste to your source code. This is also easier to publish on an external website. The customizing choices are limited, however, so if you want to fully customize your web form you should make it in Content.
Create a webform under content
The webform wizard is located under Content. You can use the default stylesheet or XSLT to customize the style to your own preferences.
There are five different field types:
- Field: A normal field that can be linked to a field in the database or the collection.
- Interest: A field that is linked to activate or deactivate interests for the profile.
- Text block: The text block can be used to add extra text or images between the entry fields.
- Upload file: The upload field can be used to add files to a profile. You can find any files uploaded here under the profile information.
- Captcha: The captcha field is used to prevent robots from submitting the form.
The normal fields have a few subtypes that influences the way the fields are handled and displayed:
- Text: Standard field for entering text.
- Password: An entry field where the text is replaced by stars to mask a password.
- Repeat password: Can be used to set a password. This option creates two password fields. The form can not be submitted if these are not identical.
- E-mail address: Can be used to check the entered email address for validity.
- Drop-down list: Field with multiple answers that you can scroll through. You can also type the value you want in the database, followed by two colons (::) and the value you want to display.
- Radio buttons: Field with multiple answers where you can select one answer.
- Checkboxes: Field with multiple answers where you can select multiple answers.
- Number: Field that can only contain numerical values
- Date: Date in YYYY-MM-DD format. (Don't forget to inform your users of the format used!)
- Date as drop-down menu: This field uses a calendar that your users can select a date from.
- Invisible: Field that is synced to the database but not displayed in the form.
- Multi-line text: Field where multiple lines of text can be entered.
Every field has several options as well:
- Required: Determines whether or not the field has to be filled in to submit.
- Key field: Before a form is entered all key fields should match a profile in the database. This is especially useful for login forms.
- Case sensitive: Determines whether or not the field is case sensitive.
- Value from database: Determines whether or not the value of a field should be pre-entered if known.
- Default value: Value to use if no answer is given.