UNL CMS Webform Training

Aaron Coleman Author

05/13/2025 Added

2 Plays

Description

Training on advanced features of Webforms within UNL CMS.

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[00:00:00.000]All right, so if you're logged into your CMS site, obviously you'll see the administrative
[00:00:08.760]toolbar up here.
[00:00:10.460]And we're going to go ahead and get started by adding a web form.
[00:00:14.300]So we're going to, if you remember, that is under structure.
[00:00:17.820]We're going to go down to structure web forms.
[00:00:22.300]And we're going to add a new web form.
[00:00:26.040]And we're just going to call this UNL CMS training feedback.
[00:00:35.220]So this is a form we might send around to people
[00:00:40.160]who have taken to UNL CMS training or the web form
[00:00:44.280]training just to get their feedback on how it went.
[00:00:47.680]So we're going to go ahead and add some elements
[00:00:49.800]to this web form.
[00:00:52.020]Let's go ahead.
[00:00:53.760]And we'll do a--
[00:00:55.760]we'll do a text field.
[00:00:58.220]And we'll get a full name.
[00:00:59.440]And we will save.
[00:01:05.700]And we'll make this required.
[00:01:08.200]And we will save and add this element.
[00:01:12.160]We're going to do another text field here.
[00:01:14.500]And we're going to do a phone number.
[00:01:18.480]Make this required.
[00:01:19.240]We're going to save and add element.
[00:01:24.000]And we want to get their email address.
[00:01:27.940]And there's a couple of ways you could do that.
[00:01:30.520]But for later purposes in this training,
[00:01:34.020]we're going to go ahead and add the email field, which
[00:01:37.420]is important if you want to do some certain things
[00:01:39.760]with your web form later.
[00:01:42.140]So we're going to go ahead and add an email field.
[00:01:46.740]So this is a specific field for emails.
[00:01:50.660]So we're going to get some email address here.
[00:01:53.800]And we'll make this required as well.
[00:02:05.800]So we've got these three things, and we want to get a little more information.
[00:02:09.120]And so one of the things I mentioned that we were going to talk about in the training
[00:02:12.880]is special fields.
[00:02:15.640]So there's some fields that come with pre-populated data in them.
[00:02:20.280]And so I'm going to show you what those look like.
[00:02:21.940]So we're going to add an element, and we're going to go
[00:02:23.680]over here.
[00:02:23.780]And we're going to go over here and say,
[00:02:25.580]add radios other.
[00:02:27.920]So this, there's radios, which is kind of a basic radios,
[00:02:30.680]where you can fill in whatever values you want in those.
[00:02:35.240]And then there's something called radios other.
[00:02:38.020]So we're going to go ahead and add radios other.
[00:02:41.000]And we're going to say, rate the training.
[00:02:45.200]So the cool thing about radios other
[00:02:47.660]is that down here in this element options,
[00:02:50.480]you can choose what you want those pre-filled radios
[00:02:53.660]to be.
[00:02:54.360]So you can do dates.
[00:02:55.660]You can do months, time zones, just general yes, no,
[00:03:00.560]country codes, country names, all of this stuff.
[00:03:04.100]This is pretty cool.
[00:03:05.960]So we're going to do a Likert satisfaction, which
[00:03:09.280]is basically like when you see somebody says,
[00:03:11.960]please rate our service.
[00:03:13.240]Could you fill out our form?
[00:03:14.420]And it says, on a scale of 1 to 10, how much did you enjoy
[00:03:18.360]this?
[00:03:18.860]So we're going to go ahead and go Likert satisfaction here.
[00:03:23.540]We'll go ahead and say required.
[00:03:26.040]And we'll save this.
[00:03:27.780]So at any time you're building a web form,
[00:03:29.900]we want to make sure that we have all these elements.
[00:03:32.060]We're going to save these elements.
[00:03:33.680]And then some of the things we'll keep coming back
[00:03:35.760]to as we go through this training
[00:03:37.760]are these tabs on this web form page.
[00:03:42.920]So we've built these fields.
[00:03:44.160]And we can see what this looks like.
[00:03:45.780]So we can just click View.
[00:03:46.940]It's kind of like when you're building a page.
[00:03:48.860]You have a View tab.
[00:03:50.240]So we've got the full name, phone number, email address.
[00:03:53.100]And then this.
[00:03:53.420]This Likert scale, which is pre-filled.
[00:03:55.160]We didn't have to fill in any of those radio buttons.
[00:03:57.120]It's already in there.
[00:03:58.180]So we've got this Likert scale that people can rate.
[00:04:04.560]And if they click Other, they can choose it.
[00:04:07.040]But we can kind of see what it looks like.
[00:04:10.520]And there's another field here, or another tab here,
[00:04:13.240]called Test.
[00:04:14.020]So we'll come back to this later.
[00:04:17.400]But we're going to go back to Build,
[00:04:19.420]because I want to touch on one other thing really quick.
[00:04:23.300]So we have this Rate the Training,
[00:04:25.920]and we have the other that pops down if they click the other.
[00:04:29.200]But we want to make this so that if somebody
[00:04:32.280]rates it a certain rating or below, another field shows up.
[00:04:36.780]So that's called a conditional.
[00:04:38.540]You create a web form and create these things called
[00:04:41.520]conditionals in your web form, where
[00:04:43.980]if the user fills out something a certain way,
[00:04:47.780]then more fields show up.
[00:04:50.620]So this is something where--
[00:04:53.180]it's kind of an advanced technique for your web form.
[00:04:55.920]Maybe if you have a conference or maybe a feedback form
[00:05:01.580]where you're surveying students versus faculty staff,
[00:05:06.080]you ask them what they are, what they are representing
[00:05:11.300]themselves as.
[00:05:12.420]And then if they choose that, you
[00:05:14.440]can show other fields in your web form
[00:05:17.900]based on what they choose.
[00:05:19.020]There's a lot of different stuff you could do with this.
[00:05:21.860]Maybe you're serving--
[00:05:23.060]say, lunch at a conference, and you
[00:05:25.640]ask people what they want to eat for lunch,
[00:05:28.700]or if they're going to get lunch at your conference.
[00:05:31.100]And if they choose yes, then you pull a dropdown of the dining
[00:05:35.620]options that they could choose.
[00:05:37.020]So we're going to go ahead and choose Add an Element.
[00:05:39.960]And we're going to go with a text area,
[00:05:45.380]because we're going to say, OK, if they didn't
[00:05:47.920]like the training, we want a little bit more feedback,
[00:05:50.420]if they'll give that.
[00:05:51.340]So we're going to go ahead with text area.
[00:05:52.940]And we'll say, what could we do to improve training?
[00:06:03.080]Just we'll leave it open-ended, just
[00:06:04.620]to kind of show how this works.
[00:06:08.040]So we're going to save this.
[00:06:10.640]And then we're going to come back in here,
[00:06:12.440]and we're going to edit this.
[00:06:14.260]So up along here, along the top-- and again,
[00:06:16.200]we're going to kind of go through these tabs
[00:06:18.040]as well on different fields as we make this.
[00:06:22.820]So here's the Conditions tab.
[00:06:24.280]So this is a conditional, like I talked about previously.
[00:06:27.060]And it works a little bit different than
[00:06:29.360]in the old version of our CMS.
[00:06:32.940]So if you had created conditionals
[00:06:36.520]in that last system, this one's a little bit different.
[00:06:39.140]It almost seems backwards.
[00:06:40.920]So here's where we're going to say--
[00:06:43.580]here's where we're going to choose our conditional
[00:06:45.540]and then show what these other things--
[00:06:47.360]show what's happening when that conditional is met.
[00:06:50.720]So we're going to say--
[00:06:52.700]if Rate the Training, we're going to say if the Rate The Training
[00:07:07.100]is less than or equal to, and then right here, neutral.
[00:07:15.020]So if the training is less than or equal to neutral,
[00:07:18.340]then you set the field state.
[00:07:20.620]So then we want to show this field, right?
[00:07:22.580]So we want to say visible if any of the following are met.
[00:07:31.140]So we want this field to be visible if any
[00:07:34.820]of the following is met.
[00:07:35.940]So we're going to go ahead and save this.
[00:07:39.520]Save that, make sure it's taken, and then we
[00:07:43.780]can view our web form over here.
[00:07:47.140]And I could go over here and just go test, test, test,
[00:07:52.460]test, test, test.
[00:07:54.260]If I'm satisfied, it doesn't show up.
[00:07:56.780]But if I click Neutral or any of this other stuff,
[00:07:59.560]then we get that other field to show up.
[00:08:01.240]So that's pretty cool.
[00:08:03.300]So one of the other things we had talked about discussing
[00:08:07.700]in this training-- so we're going to come back to build.
[00:08:09.780]We don't really need to mess with that.
[00:08:11.400]But that's how conditionals work.
[00:08:13.960]So one of the other things we had talked about
[00:08:15.820]was setting up a default field value in your web form.
[00:08:20.420]So let's say--
[00:08:22.340]we know that we're sending this out to people
[00:08:25.340]who are on campus, right?
[00:08:26.620]So we are expecting that people are going
[00:08:29.060]to have an on-campus phone number.
[00:08:31.620]So we're going to go ahead and just fill this out default.
[00:08:34.400]The default form value with the 402.472,
[00:08:38.540]just to save people that.
[00:08:41.060]Or we could do 402.472.xxxx.
[00:08:47.420]So that is actually in the--
[00:08:51.500]I think it's the--
[00:08:52.220]the Advanced tab.
[00:08:53.420]So yes, the Advanced tab of the field
[00:08:57.020]will give you a way to set the default value of that field
[00:09:00.740]when your web form is loaded.
[00:09:03.020]So let's just say this is going to--
[00:09:05.960]we know this is going to go out to people on campus.
[00:09:08.160]So we're just going to say the default value.
[00:09:12.380]We're going to set that default value.
[00:09:14.240]Oops, I should put a dash in there.
[00:09:16.620]So we're going to update the default value.
[00:09:22.100]We're going to save this, save these elements.
[00:09:30.820]Come back in here to view.
[00:09:33.480]And now you can see when we view our web form, full name, phone number, the email address.
[00:09:41.220]Then we've got this conditional working where if we click this, it shows what we could do
[00:09:44.980]to improve the training.
[00:09:46.020]If they're satisfied, great.
[00:09:49.600]We assume we did a good job and we don't necessarily need to hear any feedback.
[00:09:51.980]That's kind of how to build some of those, how to do some of those special things with
[00:10:00.860]the form values.
[00:10:02.700]Now we're going to go into scheduling your web form, which means that we are going to
[00:10:07.180]have to create a web form page that attach these fields to it.
[00:10:12.020]This is a really cool thing, another kind of cool thing to show if your web form is
[00:10:17.660]in use.
[00:10:18.660]We've built these web form fields.
[00:10:20.780]One thing you can do.
[00:10:21.860]In the training, I always say go to content, add content, do web form, attach the web form.
[00:10:29.240]You can do it that way.
[00:10:30.240]But the other way you can do it is after you've built your web form, you can actually come
[00:10:33.680]into references.
[00:10:34.680]So references will show you if there's a web form page with these web form fields attached
[00:10:40.160]to it.
[00:10:41.160]So you can see there aren't any web form pages with these web form fields attached to them.
[00:10:45.200]So we can just go ahead and add one from here too.
[00:10:47.220]So we're just going to say right here, going to add our web form.
[00:10:51.740]It takes you to the same interface as if you would go content, add content web form.
[00:10:57.420]So this is the same interface, you just kind of go through it a different way.
[00:11:01.820]And it's already defaulted to that web form that we just created the fields for.
[00:11:07.920]So scheduling is pretty straightforward.
[00:11:09.800]I mentioned that, you know, once you're on the web form page that the web form fields
[00:11:14.140]are attached to, that's where you can schedule it or you can just set it as open and closed.
[00:11:21.620]Briefly touch on just, you know, opening or closing, basically turning your web form
[00:11:25.580]on or off manually.
[00:11:28.300]But let's say you have a registration period for a conference that maybe starts today and
[00:11:35.160]it will end on June 30th.
[00:11:38.860]So you know, we can set this as today and then we can say close, let's just say June
[00:11:48.620]30th, which is.
[00:11:51.500]And then, you know, we can set the time.
[00:11:54.100]So let's just say it's open 8:00 a.m.
[00:12:04.460]And then let's say we want to close it at midnight.
[00:12:07.100]So there's 0:59 p.m.
[00:12:24.160]So then we could save that.
[00:12:28.140]Oh, it didn't like that.
[00:12:29.900]Let's see.
[00:12:30.900]What did it like?
[00:12:31.900]I don't have a zero.
[00:12:34.900]Okay.
[00:12:35.900]So we will save that.
[00:12:36.900]Okay.
[00:12:36.900]So now we have our web form.
[00:12:47.640]And people can fill this out.
[00:12:50.940]So let's go ahead and fill it out.
[00:12:52.880]I don't even think I have a phone number here anymore at the university, but I'll put my
[00:12:59.220]old one in here.
[00:13:06.700]And I'll just say it's fine.
[00:13:09.800]So we'll submit it.
[00:13:13.420]So I've submitted that form, and that result will show up here.
[00:13:18.900]So we're actually going to go back into structure web forms here really quick.
[00:13:26.020]And we will come back in here to this, because I want to show how this test works.
[00:13:30.460]So this test will generate random...
[00:13:36.500]Data, and it will submit the form.
[00:13:39.640]So I can submit this.
[00:13:42.060]We'll come back to this again, but we're going to go into references again.
[00:13:47.420]You can see the references here.
[00:13:50.420]So I'm going to come back here.
[00:13:52.420]And now if I go to results, it's going to show my result.
[00:13:56.840]It's not going to show that test one.
[00:14:00.760]So the other thing I wanted to show on the web form page is
[00:14:06.300]how to download the data for that web form.
[00:14:09.980]So we are on the web form page.
[00:14:12.480]We only have this one submission.
[00:14:15.120]And again, this one's pretty straightforward.
[00:14:18.600]There's the View tab.
[00:14:19.540]We're viewing it.
[00:14:21.680]There's the Edit tab.
[00:14:22.640]That's where we set the scheduling and things like that.
[00:14:25.680]There's the results.
[00:14:27.220]And then the revisions and things like that
[00:14:29.420]are very similar to a builder page.
[00:14:32.640]It just shows you who revised the web form.
[00:14:34.740]So maybe you changed--
[00:14:36.100]the submission dates, things like that.
[00:14:37.860]That would show up in the revisions.
[00:14:40.100]So the results are--
[00:14:44.500]just a second.
[00:14:46.240]Hey.
[00:14:46.740]Oh, sorry.
[00:14:47.740]Yeah.
[00:14:48.240]So in the results is where you would download that data,
[00:15:00.180]right here in the Download tab under Results.
[00:15:03.220]So you can choose your export format.
[00:15:05.900]You know, Delimited Text, HTML Table, JSON, YAML.
[00:15:10.240]Under Delimited Text, you can choose how it's formatted.
[00:15:15.600]There is a way--
[00:15:17.320]Download Options.
[00:15:20.020]Let me see here.
[00:15:20.900]I'm going to test.
[00:15:25.720]So this just allows you to download that.
[00:15:33.960]And then you could, you know, put
[00:15:35.700]it into a spreadsheet or anything like that.
[00:15:37.660]So and then this--
[00:15:41.820]say you have like 300 entries, and maybe you only
[00:15:46.080]want to download entries between a certain time period.
[00:15:50.140]This is where you could actually choose and specify where--
[00:15:55.600]you know, limit that range of those downloads.
[00:15:59.580]So that is where you download your data.
[00:16:04.060]Let's see here.
[00:16:05.500]So we're going to go back into the web form information now.
[00:16:08.880]And there's a lot of different stuff
[00:16:10.340]we're going to get into here.
[00:16:12.800]So we're going to go back into UNL CMS training feedback.
[00:16:21.580]And we're going to start going through these tabs.
[00:16:24.320]So we were in the build.
[00:16:27.000]That's where we did all the fields and things like that.
[00:16:30.920]So one of the things we talked about doing in this training
[00:16:33.540]is setting up user submission lists.
[00:16:35.300]So I'm going to go through this in order of these tabs,
[00:16:40.400]although we will jump back and forth.
[00:16:42.520]So under Settings is where you'll find all this.
[00:16:46.960]So we're going to choose Settings.
[00:16:49.260]There's the General Settings, Form Settings, Submission
[00:16:51.740]Settings, Confirmation, Emails, and Access.
[00:16:54.600]And we're going to go through these in order here.
[00:16:56.980]So Submissions is where you would
[00:16:59.320]set up anything related to submissions in that web form.
[00:17:03.440]So this is where you would set up your submission
[00:17:05.100]limits per user, total submission limits,
[00:17:08.500]things like that, and allowing users to save their progress
[00:17:12.940]on those submissions.
[00:17:13.980]So we're going to go ahead and click this tab.
[00:17:17.600]There's a lot of different stuff here, right?
[00:17:19.480]So I'm going to kind of scroll through to the stuff
[00:17:23.480]that people will probably use the most.
[00:17:27.740]And those, I think, are probably limiting the number
[00:17:31.300]of submissions and things like that.
[00:17:34.000]you kind of have to scroll halfway down to even get to that, but there's a lot more stuff you can
[00:17:38.040]get to in here that I won't even be able to cover in today's training. So, um, so this is where you
[00:17:44.120]set your total submission limit and it's about halfway down that submission town. So this is
[00:17:49.800]where maybe you have something where you have a limited number of seats to register, right? So
[00:17:57.660]you don't want more than maybe a hundred people to register because you don't have room for more
[00:18:02.460]than a hundred people in a room, right? So this is where you could set your total submission limit
[00:18:07.500]to a hundred or whatever you need to limit it to. So this would be, you know, maybe again,
[00:18:17.600]this is where you could limit that. So this here is, you know, per user, this would just be,
[00:18:26.660]this could help with spam. You know, theoretically we've hopefully cut down on
[00:18:30.920]spam lately on our forms with some of the things we've put into place. But if, you know, you don't
[00:18:37.220]want somebody to submit the form more than a certain amount of times, you can set upper limits
[00:18:43.120]for that. And then this is where you can allow people to create drafts of their submission. So
[00:18:54.700]I would say this is only beneficial for forms that are really, really, really long.
[00:19:00.500]And I have not tried this for anonymous users. I think it really only works best for
[00:19:07.180]authenticated users, because if you allow it for anonymous users, I think that Drupal has to create
[00:19:14.140]these drafts, and it would create a lot of drafts for anonymous users. So
[00:19:18.700]if you're using this safe progress, basically, I would only set this for authenticated users.
[00:19:27.020]Because like, if you have a Drupal, you can set it for a Drupal user, and then you can set it for
[00:19:30.480]a Drupal user. So if you're using this safe progress, basically, I would only set this for
[00:19:30.480]a Drupal user. But if you have a web form that's three pages long, it's maybe some sort of, you
[00:19:35.460]know, a form that somebody has to fill out a ton of data on. This is beneficial, just to allow
[00:19:42.920]people to save their progress. So there's a lot more stuff. And like I said, I probably won't get
[00:19:49.320]to cover all this. But it's best to think about these things, like how they're related in these
[00:19:54.900]tabs under settings. So you know, anything related to submissions, for the most part, it's under the
[00:20:00.460]tabs. So just like this confirmation, we're going to go into confirmation tab. Under the confirmation
[00:20:08.040]tab allows you to customize anything related to what happens after the form is submitted.
[00:20:14.960]So by default, it says, by default, it's going to reload the page, and it's going to replace
[00:20:21.540]the web form with a confirmation message. So there's a standard confirmation message
[00:20:26.940]on in UNL CMS, that's basically like
[00:20:30.440]thanks for filling out the web form, the web form title, blah, and then that's
[00:20:36.260]pretty much it. So maybe you have a web form that you want to say
[00:20:41.440]thanks for signing up for the conference, learn more about the conference here, and keep
[00:20:47.240]checking the schedule, right? So maybe you want to have a custom message, and that is where you would
[00:20:52.220]do a message, you'd reload the current page, display the confirmation
[00:20:57.500]message at the top of the page, and then here's where you'd put your
[00:21:00.420]confirmation message. So here's your title, and then here's your
[00:21:05.140]confirmation message here, and you can format that just like basic WYSIWYG, right? You can put
[00:21:10.280]bold text, you can put links in there, so that's something where, or maybe they filled something
[00:21:15.380]out and you need them to, you know, download a printable flyer for this conference that's
[00:21:20.320]upcoming, you know, then you could put a link to a PDF of the flyer that's coming up, you know, maybe you want them to
[00:21:25.240]share that. Maybe you have people, you're doing something extension related and
[00:21:30.400]you're, you say, okay, you've signed up. Can you please help us share the word on this
[00:21:35.320]training or whatever? Here's a printable PDF that you can hang up at your, you know, your local
[00:21:40.080]office. So this could be a place where you'd create a custom message and then you would link that
[00:21:45.020]PDF. They could download that and print that and put that information up, you know, even maybe even to drive
[00:21:50.160]people back to this web form. So confirmation, that's, you know,
[00:21:55.180]everything related to confirmation in there. So emails, this is the one where
[00:22:00.380]I said we'd be coming back to this later. And there's a lot again, there's a lot of stuff in here.
[00:22:04.600]We don't get into this in the training, but this is very powerful in terms
[00:22:10.460]of setting up notifications for when your form has been submitted.
[00:22:15.060]So we're going to go ahead and add an email here. So an email basically says
[00:22:20.360]and this form is filled out. I want this to send an email to this person.
[00:22:24.420]So the title, when you create an email notification, you're going to want to put a title in here
[00:22:30.360]that's kind of descriptive to you. So basically you want to say, you know, like,
[00:22:33.620]I don't know, this is going to be like, you know, feedback form or whatever for us, right?
[00:22:41.240]It's coming back to us. So we're going to say, you know, I'm going to go ahead and do a custom
[00:22:47.920]to address here. By default, it's going to send to the site email. So I want to do a custom to,
[00:22:55.460]I want these to come to me. So I'm going to go ahead and say,
[00:23:00.340]a Coleman at UNL dot edu. And then we're going to go ahead and do from.
[00:23:08.100]And this is where this email address comes in handy. One of the ways one of the reasons it
[00:23:14.380]comes in handy, we're going to do email address and full name. So then the email that I receive
[00:23:21.660]will look like it has come from whatever email that people put in the web form,
[00:23:25.820]and then the name that they put in there. So then we're going to go
[00:23:30.320]ahead and save that. So now when this form is filled out, I will get an email and it'll come
[00:23:38.560]to me and it will have the data in the web form that was submitted. So let's say we want this
[00:23:45.600]email, we want to create an email that also sends an email to the person who submitted the form.
[00:23:51.100]So we would go add email, you know, and we would say feedback, copy, right? So
[00:24:00.300]we want this to also go to the person who submitted the form. And this is where I mentioned,
[00:24:04.600]you know, it's important to use an email field for emails when you're getting that information
[00:24:10.040]in a web form rather than just a text field. So this one, we're actually going to go,
[00:24:14.360]we're sending this email to the email address that was submitted with the form. We're choosing
[00:24:19.800]that field. And then we're just going to say this is from the site email. So they're going to receive
[00:24:25.860]an email from, you know, it's just going to be from the site email that they filled out this feedback form
[00:24:30.280]it's not really applicable for this form. We don't really probably want to email somebody feedback
[00:24:35.600]that they gave on this form, but maybe you have a form that people are filling
[00:24:40.620]out that you want them to receive a copy of that form just so they have that data that
[00:24:45.620]they submitted. Right. So this is a good way to do that. So we are saying we're going to send it
[00:24:50.640]to that email address and it's just going to receive all the data basically. So we're going to save
[00:24:55.660]that. So now you can see when this form is submitted,
[00:25:00.260]it's going to send out two emails to both myself. I'm going to receive the data that was submitted
[00:25:08.920]with the form. And then the person who submitted the form will also receive the same data, just
[00:25:15.180]kind of a copy for their own records. So the final thing we're going to get into is access levels.
[00:25:24.800]So this is something that we've kind of run into people asking about this on the website.
[00:25:30.240]And again, this is pretty self-explanatory. This is under the access tab. So by default,
[00:25:36.520]when you create a web form, it is going to be open to anonymous users, and it's also going to
[00:25:44.300]be open to authenticated users. So authenticated users is anybody who can log into a UNL website,
[00:25:52.920]you know, whether that's student, faculty, or staff. So if you want to make this, if you want to
[00:26:00.220]make it so your web form, you have to be logged in, in order to fill out the web form, all you
[00:26:07.220]need to do is uncheck this anonymous user role right here. Boom. So we're going to uncheck that.
[00:26:12.740]And again, there's a ton of stuff in here. I'm not going to have a chance to get to that, but we're
[00:26:16.460]going to save this. And then I'm going to go to references here, and I'm going to open this in a
[00:26:23.420]private window. So I'm going to copy this link, and I'm going to open this in a private window
[00:26:30.200]so you can see what it looks like since I've changed this to authenticated users only.
[00:26:35.080]So it's going to say, please log in to view the form, right? So that's really easy. You just go
[00:26:43.340]to that access tab, and you uncheck anonymous users. So let's see here. Is there anything else
[00:26:50.860]I was going to run through today? View references. So
[00:27:00.180]I think that was it. I went a little bit faster than what I thought I was going to.
[00:27:04.720]But that actually is good, because that leaves us a little bit of time for questions. And I don't
[00:27:10.580]want to take up all of your morning here. It looks like there's a few in the messages.
[00:27:14.020]So I don't have the add web form button on the references. Hmm.
[00:27:30.160]Well, that might be something. I apologize. That might be something that's just available
[00:27:38.480]for developer role. We'll have to look into that. Either way, you could still come back in
[00:27:49.920]here. So it says, let's see, add web form button. So let's see here. I wonder if you'd be able to
[00:28:00.140]see them. At any rate, you'd still have to do it the old-fashioned way. Once you create the web
[00:28:08.000]form, you'd have to go to add content, web form, and then just reference that web form manually.
[00:28:16.220]So add web form, and then we would have to reference UNL CMS training feedback.
[00:28:21.460]It's basically the same thing. It's just, we'll have to look into the user permissions
[00:28:30.120]on that. It seems like, it doesn't seem like anything that should be locked down. So we'll
[00:28:37.420]just have to look into that. Sorry about that. All right. Is there any other questions
[00:28:45.840]that I didn't cover today or something that we can try to figure out together? I'm not a web
[00:28:54.860]form master. I had to do a bunch of research on this before I did this training. So
[00:29:00.100]and I will probably, since this was a little clunky, I will probably record smaller clips
[00:29:12.920]of a lot of the stuff I talked about today. And we'll add that to the UNL CMS documentation
[00:29:18.680]under the web form content type, just so we can have videos of all the kind of specific
[00:29:26.320]stuff I did today. Because I don't even get into, in the UNL CMS training,
[00:29:30.080]I don't even get into how to set up emails and something. And that seems like something
[00:29:35.660]pretty basic. But if people haven't figured it out, it seems like something that we should
[00:29:40.120]have on the documentation site. But I will also share this video with everybody today
[00:29:51.040]if you want to rewatch anything or for people who came in a little bit late. So I guess
[00:30:00.060]I'll give anybody. Yes.
[00:30:01.720]I put in the chat, but I don't have the option to change confirmation type under confirmation
[00:30:15.860]settings. Yeah. So mine are all grayed out.
[00:30:19.960]So can you create a custom modal or message? Is this grayed out as well?
[00:30:30.040]So that is not grayed out. It's just everything in that top box.
[00:30:33.860]Okay. Except for the bottom
[00:30:36.360]checkbox. That's available for me to check. But the radio buttons, those are all grayed out.
[00:30:45.380]Okay. I guess we'll have to look into those two things in terms of settings. Let me put that in
[00:30:55.700]my notes. So...
[00:31:00.020]Let's see here.
[00:31:00.560]Sounds good.
[00:31:01.200]And what's your user role? Let me look at really quick on your user role. Your extension.
[00:31:06.800]Make sure you're a site admin.
[00:31:12.820]Logging me in quick here.
[00:31:30.000]Is this for the extension site?
[00:31:33.060]That's correct.
[00:31:34.880]I was able to do everything else that you did.
[00:31:43.020]Okay.
[00:31:43.860]Yeah, I'm the same way, Eric. I can do... Eric. Aaron. I did... I had the confirmation ones grayed out also, but I'm a site admin for the Grassland site.
[00:31:56.460]Okay. All right. Yeah, this seems to be something.
[00:31:59.980]That's just a general site admins aren't able to see those things. So let's see site admins. Let me make notes. Confirmation.
[00:32:08.980]And what was the other thing? Oh.
[00:32:19.520]Okay. So, you know, you can...
[00:32:29.960]You can still use this. You can still create a custom message.
[00:32:33.440]The only thing you can't do is
[00:32:36.540]customize how that message displays.
[00:32:41.420]So it'll still... You can still create a custom message and it'll load in
[00:32:45.940]the way that our current message is loaded in. This up here really
[00:32:49.780]just allows you to do a little bit more custom stuff in terms of
[00:32:54.180]whether it redirects to another URL or things
[00:32:57.980]like that. So we'll look into that.
[00:32:59.940]In terms of what
[00:33:02.980]our permissions are and try to get that fixed.
[00:33:06.700]I don't think it's like a deal breaker because you can still add
[00:33:11.220]your own custom message with links and things like that, but we'll definitely look into that.
[00:33:16.040]Same with the adding a web form
[00:33:19.480]from the references tab. You can still add your web forms
[00:33:23.620]obviously through the add content web form and then reference them,
[00:33:27.740]but it's something we can definitely
[00:33:29.920]look into.
[00:33:30.500]Sounds good.
[00:33:32.760]Jan asked a question about help recreating web form
[00:33:45.660]with lots of conditionals. Jan, you can
[00:33:50.100]reach out to me and I can try to take a look at it.
[00:33:54.040]Like I said, I'm still
[00:33:58.140]learning.
[00:33:59.900]If it has conditionals within conditionals and things like that.
[00:34:02.960]You can message me. My week is really busy with commencement.
[00:34:06.920]I can maybe try to take a look at it next week.
[00:34:10.040]Any other questions
[00:34:19.920]for today?
[00:34:20.620]Feel free to type them in or just speak up.
[00:34:29.880]No, but thanks for putting this on.
[00:34:33.180]Thank you, everybody, for joining me so early this morning.
[00:34:38.520]If you think of anything, feel free to add it in Slack
[00:34:43.960]and we can try to get it answered. Otherwise, I will send a recording
[00:34:48.120]around to everybody a little bit later once these are captioned.
[00:34:51.820]I'll try to create a little bit smoother, shorter videos
[00:34:56.400]and add those to the CMS documentation.
[00:34:59.860]I appreciate it. Thank you for joining everybody. Have a good rest of your day.
[00:35:03.800]Thank you.
[00:35:03.900]Thank you.

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UNL CMS Webform Training

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