Editing Existing Webforms

Overview

Steps on how to edit existing webforms.

Procedures

WEBFORMS 2.0

Logging in

Use your RCS userID and password to login to https://webforms.rpi.edu/cas .
Note: You must be connected to the VPN.

Editing Webform elements (fields)

1. Click MY FORMS
2. Find your webform and click the Build option from the drop-down under the Operations column.
3. Find the desired element and click Edit from the drop-down under the Operations column.
4. Edit the values under the General or Conditions tab. If you need additional help about using a field, hover over the "?" help icon.
5. If an element is required, be sure to check the Required box under Form Validation.
6. Click the Save button.

Adding webform elements (fields)

Common elements

Text field, Text Area, Email, Number, RIN, Telephone, URL, Checkboxes and radio buttons, and File uploads (documents, files, images).

Composite elements (New!)

• Address – includes street, city, state, zip fields
• Contact – includes name, address, phone, email fields
• Name – includes first and last name fields

1. Click the + Add element button.
2. Choose an element and click the Add element button.
3. Add the element's Title (required) and Description (optional).
4. If the element is required, be sure to check the Required box under Form Validation.
5. Click Save or Save + Add element .
   

Editing or adding a confirmation message for the webform

1. In webform, click on the Settings tab.
2. Click on the Confirmation tab.
3. Scroll down to Confirmation settings .
   
4. Add or edit the Confirmation title and message .
   
5. Click Save .
   

Editing or adding email addresses to receive webform submissions

1. While still in the Settings tab, click on the Emails/Handlers tab.
2. Find Email (under the Title column) and click on Edit from the drop-down located under the Operations column, or click + Add email button if no email address currently exists.
3. Scroll down to Send to .
   
4. In the To Email * field, select Custom To email address… from the drop-down.
5. Enter the email address(es) of the individuals who should receive the webform submissions.
6. Scroll down and click Save .
   

Editing introductory text (content that appears above the webform fields)

Note: In the new version of Webforms this content is part of a separate item in the database but can be accessed from the webform.

1. Click MY FORMS .
   
2. Find the desired webform and click References from the drop-down under the Operations column.
3. Click Edit from the drop-down under the Operations column of the item you want to edit.

Viewing submissions

1. Click MY FORMS .
   
2. Find the desired webform and click the number under the Results column.
3. The webform submissions will be listed below.

Downloading Submissions

1. Click on the Downloads tab and choose Export format (Delimited text is the default).
2. Click on Download .
   

Last Reviewed: 21-Nov-2023