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Adding Fields

Webform Elements

Webform Elements refers to what is presented to Users completing your form.

You can add Elements after creating your webform or by going to Content > Webforms and clicking Build on an existing form.

On the build page click Add Element to see the available elements you can add. The range of options is extensive and any options not covered in this document are unlikely to be required for Asset TV / Insure TV webforms. If you do want more information on them contact the web team for details.

Gathering basic user information

You will want some basic information from users completing the webform:

  • Name
  • Email address
  • Company
  • Job Title

Each of these elements can be added as a "Text Field" element under Basic Elements on the list of options.

On the form that loads you can enter the Title of the field. This is what the user will see on the form.

As you enter the name you will see a Key below the Title field. Please check that the field matches the form key to ensure it can work with other features of the website. If required you can click the edit option to change it as required.

You can then edit use the other options to edit how your field is presented to users. Each option available features a '?' that you can hover over for an explanation of what it will do.

Auto-completing forms for users

It is likely your form will be presented to users already logged into the website, so we will already have the basic data available. You should still include these fields on your form so they are included in your webform results download.

To streamline completing the form for your user we can have this data passed to the form automatically.

Under the Advance tab when adding or editing an element you can enter a default value that will pull this information from the user's account information. To do this enter:

[current-user:form_key]

The form key will match the values as explained in the Standard Form Keys document. Therefore entering [current-user:email] would automatically complete that field with the users email address.