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drupalcampbristol/web/modules/contrib/webform/docs/FEATURES.md
2017-03-16 15:29:07 +00:00

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Features

Form Builder

The Webform module provides an intuitive webform builder based upon Drupal 8's best practices for user interface and user experience. The webform builder allows non-technical users to easily build and maintain webforms.

Form builder features include:

  • Drag-n-drop webform element management
  • Generation of test submissions
  • Duplication of existing webforms, templates, and elements

Form Settings

Form submission handling, messaging, and confirmations are completely customizable using global settings and/or form-specific settings.

Form settings that can be customized include:

  • Messages and button labels
  • Confirmation page, messages, and redirects
  • Saving drafts
  • Previewing submissions
  • Confidential submissions
  • Prepopulating a webform's elements using query string parameters
  • Preventing duplicate submissions
  • Disabling back button
  • Warning users about unsaved changes
  • Disabling client-side validation
  • Limiting number of submission per user, per webform, and/or per node
  • Look-n-feel of webform, confirmation page, and buttons
  • Injection webform specific CSS and JavaScript

Elements

The Webform module is built directly on top of Drupal 8's Form API. Every form element available in Drupal 8 is supported by the Webform module.

Form elements include:

  • HTML: Textfield, Textareas, Checkboxes, Radios, Select menu, Password, and more...
  • HTML5: Email, Url, Number, Telephone, Date, Number, Range, and more...
  • Drupal specific File uploads, Entity References, Table select, Date list, and more...
  • Custom: Likert scale, Star rating, Toggle, Buttons, Credit card number, Geolocation, Select/Checkboxes/Radios with other, and more...
  • Markups Inline dismissable messages, HTML Markup, Details, and Fieldsets.
  • Composite elements: Name, Address, Contact, and Credit Card

Element Settings

All of Drupal 8's default webform element properties and behaviors are supported. There are also several custom webform element properties and settings available to enhance a webform element's behavior.

Standard and custom properties allow for:

  • Customizable required error messages
  • Conditional logic using FAPI States API
  • Input masks (using jquery.inputmask)
  • Select2 replacement of select boxes
  • Word and character counting for text elements
  • Help popup (using jQuery UI Tooltip)
  • Regular expression pattern validation
  • Private elements, visible only to administrators
  • Unique values per element

Viewing Source

At the heart of a Webform module's webform elements is a Drupal render array, which can be edited and managed by developers. The Drupal render array gives developers complete control over a webform's elements, layout, and look-and-feel by allowing developers to make bulk updates to a webform's label, descriptions, and behaviors.

States/Conditional Logic

Drupal's State API can be used by developers to provide conditional logic to hide and show webform elements.

Drupal's State API supports:

  • Show/Hide
  • Open/Close
  • Enable/Disable

Multistep Forms

Forms can be broken up into multiple pages using a progress bar. Authenticated users can save drafts and/or have their changes automatically saved as they progress through a long webform.

Multistep webform features include:

  • Customizable progress bar
  • Customizable previous and next button labels and styles
  • Saving drafts between steps

Email & Remote Post Handlers

Upon webform submission, customizable email notifications and confirmations can be sent to users and administrators.

An extendable plugin that allows developers to push submitted data to external or internal systems and/or applications is provided.

Email support features include:

  • Previewing and resending emails
  • Sending HTML emails
  • File attachments (requires the Mail System and Swift Mailer module.)
  • HTML and plain-text email-friendly Twig templates
  • Customizable display formats for individual webform elements

Remote post features include:

  • Posting selected elements to remote server
  • Adding custom parameters to remote post requests

Results Management

Form submissions can optionally be stored in the database, reviewed, and downloaded.

Submissions can also be flagged with administrative notes.

Results management features include:

  • Flagging
  • Administrative notes
  • Viewing submissions as HTML, plain text, and YAML
  • Customizable reports
  • Downloading results as a CSV to Google Sheets or MS Excel
  • Saving of download preferences per form
  • Automatically purging old submissions based on certain criteria

Access Controls

The Webform module provides full access controls for managing who can create forms, post submissions, and access a webform's results.
Access controls can be applied to roles and/or specific users.

Access controls allow users to:

  • Create new forms
  • Update forms
  • Delete forms
  • View submissions
  • Update submissions
  • Delete submissions
  • View selected elements
  • Update selected elements

Reusable Templates

The Webform module provides a few starter templates and multiple example forms which webform administrators can update or use to create new reusable templates for their organization.

Starter templates include:

  • Contact Us
  • Donation
  • Employee Evaluation
  • Issue
  • Job Application
  • Job Seeker Profile
  • Registration
  • Session Evaluation
  • Subscribe
  • User Profile

Example webforms include:

  • Elements
  • Basic layout
  • Flexbox layout
  • Input masks
  • Options
  • Wizard

Reusable Options

Administrators can define reusable global options for select menus, checkboxes, and radio buttons. The Webform module includes default options for states, countries, likert answers, and more.

Reusable options include:

  • Country codes & names
  • Credit card codes
  • Days, Months, Time zones
  • Education, Employment status, Ethnicity, Industry, Languages, Marital status, Relationship, Size, and Titles
  • Likert agreement, comparison, importance, quality, satisfaction, ten scale, and would you
  • State/province codes & names
  • State codes & names

Internationalization

Forms and configuration can be translated into multiple languages using Drupal's configuration translation system.

Drupal Integration

Forms can be attached to nodes or displayed as blocks. Webforms can also have dedicated SEO-friendly URLs. Webform elements are simply render arrays that can easily be altered using custom hooks and/or plugins.

Add-ons & Third Party Settings

Includes a list of modules and projects that extend and/or provide additional functionality to the Webform module and Drupal's Form API.

Extendable Plugins

The Webform module provides plugins and hooks that allow contrib and custom modules to extend and enhance webform elements and submission handling.

WebformElement plugin is used to integrate and enhance webform elements so that they can be properly integrated into the Webform module.

WebformHandler plugin allows developers to extend a webform's submission handling.

WebformExporter plugin allows developers to export results using custom formats and file types.

Help & Video Tutorials

The Webform module provides examples, inline help, and screencast walk throughs.

Screencasts include:

Drush Integration

Drush commands are provided to:

  • Generate multiple webform submissions
  • Export webform submissions
  • Purge webform submissions
  • Download and manage third party libraries
  • Tidy YAML configuration files

This file was generated from FEATURES.md.