Webforms (How-to)

What is a Webform?

A custom webform is a convenient way of capturing information from visitors directly on the site.  You send a link to the form that asks the questions you need answers to, they click the link submit their answers, or upload requested documents and instantly you have access to the information and even the ability to analyze the results from the group of form submissions.

Even more exciting, you can customize the form in such a way that results from different sections of the form can be sent, via email to a specific person or sympa list for them to take action as well.

Another exciting feature is what's called, "skip logic", depending on how questions are answered, the form determines what additional questions, if any, are needed from the person being asked.  It is a way of having multiple forms in one place to handle a variety of needs.

What about a Committee Volunteers Webform?

Staff liaisons and member volunteers have access to an exciting tool that allows you to customize the webform for Committee Volunteers that links directly to iMIS.  Check out the details on this exciting tool.

How do I get a Webform?

Webforms are designed by ITTS and you can request them using this webform.  and refer to it via a TrackIT request as a follow-up.

How do I get the data from the form?

sample web results on Submissions button showing table of submission details

Once you request the form and it is published, you will be notified and granted rights to see the Web form Results.  It shows up as a tab on the page.


Can I download the results of my webform?

Yes, to do that:

Step 1: Login and Navigate to your webform page. 

It is the same link that you sent out to the users filling out the form.  It will look different to you since you have elevated rights.  Notice the "results" tab.  Click on it.

Step 2: Click on the Download command on the right. 

You get to choose to get it as a comma-delimited file or a spreadsheet.  Select the format in which you want the download

You can also: 

Using the Download button will execute your request.

Step 3: Pick a location to save the file

Once the download is complete, you will be able to open it and see or share the results.

What about analysis of the data?

Not only can you see submissions and download the data for other uses, Drupal web results has a feature that analyzes the data for you in a report.  By clicking the Analysis button while viewing the web results, you will get a report by question, detailing how many answered the question, left it blank or even count the length of words in the average submission for a User entered value. A screenshot of an analysis in Drupal displays a sample of the detailed analysis.