Create a new form or questionnaire accessible to users. Submission results and statistics are recorded and accessible to privileged users.

Note: If you want a webform created on your behalf, submit your request using this form: http://www.ala.org/support/webform-request-form 

To create a new Webform, follow these steps:

  1. Log in and click the “Content” link in the admin menu.
  2. Click the “+ Add content” link.
  3. Click the “Webform” link.
  4. Enter the header for the webform in the “Title” field.
  5. Enter your text content into the “Body” area. For more on formatting your text, review the formatting content section.
  6. Enter required metadata from the “Metadata” tab. See the ALA Metadata section for more details.
  7. If you wish to have a Photo Gallery or Video made available on the page, type the name of the content in the “Media Reference” field.
  8. If you wish to attach any files, you can upload .txt, .pdf, .doc, .docx, .xls, and .xlsx files that are less than 100 MB. Click “Choose File,” select the file you want, and click the “Upload” button.
  9. If you want to add the content to the site’s navigation, click the “Provide a menu link” check box in the “Menu Settings” tab at the bottom.
  10. You will be asked to verify the “Menu link title” (Drupal chooses the content’s Title by default) and to select the “Parent item” of the link. The “Parent item” will define where in the menu the link resides.
  11. Click “Save” at the bottom of the page.

Form Components

Webforms require a second set of steps. Now that you have created the page where the Webform will reside, you will add all the form components that the site’s visitors will be able to input when they submit the form.

Follow these steps:

  1. Log in and click the “Content” link in the admin menu.
  2. Click the “+ Add content” link.
  3. Click the “Webform” link while viewing the Webform content.
  4. To add a new component you must first enter the name of the component (e.g. First Name) into the input box “New component name”.
  5. Choose the “Component Type” from the select drop down (defaults to “Textfield”). You can pick any of the following formats:
    1. “Date”: Creates a date selector drop down with option calendar popup widget.
    2. “E-mail”: A textfield input that verifies the data collected is a proper email format.
    3. “Fieldset”: A box container for other fields (e.g. Personal Info or Contact Info).
    4. “File”: User can upload a file to the form (e.g. resume.pdf).
    5. Add help text instructions to the description field, including the line, “File names must not include spaces or special characters”.
    6. To remove problematic upload button, locate the desired file field and click “Edit”.
    7. Scroll to bottom and find section titled “Wrapper CSS classes” and type "disable-upload" in that field.
    8. “Grid”: Allows you to create a set of questions with multiple-choice answers.
    9. “Hidden”: A developer tool needed if you are doing advanced form control.
    10. “Markup”: Include HTML tags inside the form.
    11. “Number”: Saves numeric data and allows adding prefixes and suffixes to field.
    12. “Page break”: Used to make multiple page forms.
    13. “Select options”: Creates check boxes, radio buttons, and drop down selects.
    14. “Textarea”: A large text box for writing multiple lines of text.
    15. “Textfield”: A single line text input.
    16. “Time”: Adds a time selector drop down option.
  6. Click the “Add” button.
  7. You will then be taken to the “Component Configuration” page. Ninety percent of the time you can leave the default options and click “Save component” at the bottom.
  8. Repeat steps 2-5 until you have all the components setup to your liking.
  9. Review your form for any mandatory components that you want to be entered by the users who submit it. To do this click the “Mandatory” checkbox next to the component you want required.


While in the Webform tab, click the “E-mails” button to add email addresses that will receive the form when it is submitted.

Form Settings

While in the Webform tab, click the “Form Settings” button to customize the “Confirmation Message” or other advanced options.

Downloading Webform Results

To download Webform results, follow these steps:

  1. Log in and click the “Content” link in the admin menu.
  2. Click the “Webforms” tab under the admin menu (the fourth tab from the left).
  3. Locate the webform for which you would like to download results.
  4. Click the blue “Download” link in the webform row.
  5. Select use radio buttons to select desired “Export Format”.
  6. Click the “Download” button at the bottom of the page.
  7. Track the progress of the download on the “Submissions export” page
  8. Locate the submissions in your computer’s downloads file.