CMS webforms: Advanced guide to form settings

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.

On this page:

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.

Form settings

To “close” your form to the general public, please remove the form embed component from the webpage and republish the page.

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.

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.

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.

You can set up multiple email options.

CSS / JS settings

Access settings