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This guide walks you through the 7 sections found under a Drupal CMS webform’s “Settings” tab.

Not all of the settings visible in the CMS back-end are configured to work/display on the front-end.

Info

Looking for information on how to create a webform? Read our basic guide or our advanced guide.

On this page:

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General settings

In this section you can:

  • update your form’s title (visible within the CMS)

  • add or edit an administrative description (visible within the CMS)

  • assign the form to a category (visible within the CMS)

  • archive a webform that is no longer in use

  • disable webform submissions from being saved in the CMS

    • If selecting this option, you will need to set up an email address for submissions to be sent to, otherwise you won’t have access to any form submissions.

  • change the author of the form to a different CMS user.

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Form settings

Note

None of the settings in this section are currently configured.

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Once you have cleared out the form submissions, archive the form by ticking the checkbox in the General settings section.

Submissions settings

In this section you can:

  • change the “next submission number” that will be assigned to the next submission that comes through

    • This number starts at 1 for a new webform. You may want to reset this number back to 1 once you have finished testing your webform.

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Confirmation settings

In this section you can:

  • change the confirmation type setting to “Inline (reloads the current page and replaces the webform with the confirmation message”.

    • It is strongly recommended to choose this setting, as it will prevent users from submitting duplicate submissions and makes the confirmation message stand out more.

  • add a custom confirmation message, that can include standard basic text formatting such as headings, lists and hyperlinks.

    • If left blank, the default confirmation message is “Thank you! Your response has been submitted.”

    • Note: Webform tokens (e.g. displaying the submission ID number) aren’t currently configured to work on the front-end display.

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Emails / Handlers settings

In this section you can:

  • set up emails to be sent to yourself or your team

  • set up emails to be sent to the person who submitted the form

  • set up emails to be sent to a CRM.

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  • Customer Relationship Management Software, such as Salesforce.

    • For this option, you will need assistance from the SDP team. Log a general support request to discuss this further.

Note

Note: The From email address shouldn’t should never be changed – this must remain as the default [site: mail] option, otherwise the emails may not send or may land in a spam folder.

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It’s possible to set up multiple email options. For each email option you can:

  • give it a title in the back-end – this isn’t visible in the emails, so can be just left as the default text. It can be useful to give a specific title if you’re setting up multiple options though.

  • add any administrative notes – also just visible in the back-end.

  • add the email address you want to send the submissions to

    • For internal emails, choose the Custom option and add the email address in the field below.

    • To send a confirmation email/receipt to the person who filled in the form, choose the relevant email element option in the dropdown menu.

  • add a custom email to CC or BCC in each email.

  • add a custom “from” name to appear on the email

    • You can’t change the “from email”. This will appear on emails as “noreply@dpc.vic.gov.au”.

  • add a custom reply-to email address

  • add a custom email subject line

  • add custom email body text, formatting and tokens – the default options include the date of submission and all of the information supplied in the form

  • choose whether to exclude any elements left empty and/or any checkboxes left unticked

  • apply conditional logic, to enable or disable the emails based on whether particular conditions are met.

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Example of the email received

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CSS / JS settings

Note

None of the settings in this section are currently configured.

Access settings

Note

None of the settings in this section are currently configured.

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