Read our instructions for Learn how to create and build a webform in the Drupal content.vic.gov.au CMS as well as add it to a webpage.
There Note: there are some limitations with our Drupal webforms settings – not every field and option that you can see in the CMS back-end is currently set up. Advanced guidance detailing these limitations will be available soonRead our advanced guide to building Drupal webforms to find out more.
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Request a formAll content.vic.gov.au CMS users need to log a request to build a new webform in the CMS. Your request will be reviewed by the SDP content team.Privacy requirementsMake sure you've also considered the privacy requirements you must follow for webforms, such as including a collection notice with your form if you’re collecting personal information and creating a Privacy Impact Assessment (PIA). |
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Go to the main top ribbon in the CMS and select Structure select Structure and then Webforms.
Select the +Add webform buttonwebform button.
Add Create a title for your form – this will only display in the CMS back-end.
Fill in the administrative description with the below information that will be useful for your team, such as the purpose of the form and where it will be embedded.
If you’re building the form in content.vic.gov.au, please copy and paste the below and fill it in(this will only display in the CMS back-end):
Form contact:
Department or agency:
Embedded on page: [Add the URL of the webpage]
Submissions to: [The email address that submissions will be sent to, if setting up email notifications.]
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 – this will be completed after you submit your form for testing.]Description: [Purpose of your form]
Click saveSelect Save.
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You can also duplicate an existing form , if you have a template or another form with similar fields and settings a similar form that you would like to use as your starting base. Search for the form you’d like to copy and choose the Duplicate option from the dropdown menu under the Build button. |
Build your form
Go to the Build tab 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 form field/element:
The General tab General tab allows you to add in a title, description text, any options for elements such as radio buttons, set the field to be “required” (make it mandatory to be filled in by the user) and add character or word count limits.
The Conditions tab Conditions tab allows you to add basic conditional logic to your form, such as making the field visible or hidden depending on the answer given in an earlier field.
For more detailed information about the form elements and their customisable settings, please read our advanced guide to building Drupal webforms.
Options for the submit button
It's possible to make the Submit button visible or hidden based on conditional logic, if you have specific answers to questions that make the form user ineligible to submit their form. You can set this up in the same way that you add conditional logic to all other form elements.
To remove the submit button (e.g. for decision tree forms that don’t need to collect submissions), when building your form in the CMS click on the dropdown arrow next to the “Edit” button for the Submit button element and choose “Delete”. Although it will still be visible in the CMS (the “Edit” button will have changed to say “Customize” though), it won’t appear on the live version on your webpage.
If you click the “Customize” button at any point, you will need to repeat the above steps to remove it again.
Customise your form settings
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The below These are the 3 2 main options that form builders most frequently want to set up and/or customise. There is also an advanced guide to form settings, to see all currently available options. |
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The best option for checking and testing your form is to embed it on a page in Draft status – you will be able CMS page, save as a draft and use the preview link to see it on the front-end. This allows you to see and interact with the form without needing it being visible to publish the pagegeneral public.
Once you have finished testing your form (and had it approved by the SDP content team if you’re a content.vic.gov.au CMS user), delete all the test submissions from the CMS.
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