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Instructions on how to create and build a webform in the CMS, add it to a web page, manage your submissions and archive your form.

Request a new form

If you'd like to build a new form, please log a request first. Your request will be reviewed by the SDP team.

Make sure you've also considered the privacy requirements you must follow, such as including a collection notice and creating a Privacy Impact Assessment (PIA). 

\uD83D\uDCD8 Instructions

Create a new form

• Go to the main top ribbon in the CMS and select Structure and then Webforms.

• Select the +Add webform button.

• Add a title for your form

• Fill in the administrative description with the following information:

  • Form contact:

  • Department or agency: 

  • Embedded on page: [Add the URL of the page where the form will be embedded]

  • Submissions to: [The email address that submissions will be sent to]

  • Data export plan: Data is exported [choose either weekly, fortnightly or monthly] by [person responsible] and then deleted from the CMS. 

  • Tested by: [Leave blank]

  • Description: [Purpose of your form]

• Click save.

Build your form

• Go to the Build tab.

• Add your form fields by selecting +Add elements and choosing from the range of form elements available. For more information on each of the form elements, hover your mouse over the question mark next to each one.

• For each field element, complete the General information, Conditions, Advanced and Access areas:

  • General tab allows you to add in a title, description, display and validation.

  • Conditions tab allows you to add conditional logic to your form – for example, if the user selects "yes" they receive a different set of follow-up questions.

  • Advanced tab allows you to apply specific styles to the form and involves the use of CSS code.

  • Access tab allows you to add Drupal roles for Editors and Approvers to create, update or view form submissions.

Customise your form settings

• You can set up options to email copies of the form submissions to specific email addresses. This can be found under the Settings tab > Emails / Handlers tab. 

  • The From email address can't be changed – this must remain as the default [site: mail] option otherwise the emails either won't send or will go to a spam folder. 

Embed your form on a webpage

1. In the edit screen of your page, click the Add Component button and select 'Form embed (Drupal)'.

2. In the title field you can either add a heading for this form (it will display as a Heading 2 size) or you can leave this field blank.

3. In the webform dropdown, scroll to find the name of the form you want to embed. The names displayed on this list are internal names and won't show on the live form.

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