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 in the content.vic.gov.au CMS, 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 with your form and creating a Privacy Impact Assessment (PIA).
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 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:
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 form field/element:
The 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 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.
Customise your form settings
Go to the Settings tab (next to the Build tab) and click on the below tab for “Confirmation”. In the first “Confirmation type” section, change this setting to “Inline” – this will make the form disappear from the page once the user has submitted it and display the confirmation message.
Choosing this setting will mean users can’t submit duplicate copies of the form and have more confidence that their submission has been saved.
If you would like to customise the confirmation message that displays, this can be done in the next field below: “Confirmation settings”. Please note: the field “Confirmation page/modal title” is not currently supported, so just fill in the “Confirmation message” field only.
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
In the edit screen of your page, click the Add Component button and select 'Form embed (Drupal)'.
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.
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 page.