640 lines
23 KiB
Markdown
640 lines
23 KiB
Markdown
Features
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--------
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<blockquote>
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The Webform module provides all the features expected from an enterprise
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proprietary form builder combined with the flexibility and openness of Drupal
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</blockquote>
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The Webform module allows you to build any type of form that can collect any
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type of data, which can be submitted to any application or system.
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Every single behavior and aspect of your forms and its inputs are customizable.
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Whether you need a multi-page form containing a multi-column input layout with
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conditional logic or a simple contact form that pushes data to a SalesForce/CRM,
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it is all possible using the Webform module for Drupal 8.
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Drupal and the Webform module strives to be fully accessible to all users and
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site builders. Assistive technologies, including screen readers and
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keyboard access, are fully supported.
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Besides being a feature rich form builder, the Webform module is part of the
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Drupal project's ecosystem and community.
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<blockquote>
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The <a href="https://www.drupal.org/about">Drupal project</a> is open source software.
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Anyone can download, use, work on, and share it with others.
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It's built on principles like collaboration, globalism, and innovation.
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It's distributed under the terms of the <a href="https://www.gnu.org/copyleft/gpl.html">GNU General Public License</a> (GPL).
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There are <a href="https://www.drupal.org/about/licensing">no licensing fees</a>, ever. Drupal (and Webform) will always be free.
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</blockquote>
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<div align="center">
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<table class="views-view-grid">
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<tr>
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<td><a class="action-button" href="https://youtu.be/VncMRSwjVto">▶ Watch video</a></td>
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<td><a class="action-button" href="https://simplytest.me/project/webform/8.x-5.x">Try Webform</a></td>
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</tr>
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</table>
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</div>
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<hr/>
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## Form manager
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<table class="views-view-grid" width="100%">
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<tr>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--form-manager.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--form-manager.png" alt="Form manager" /><br/>
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<strong>Form manager</strong>
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</a>
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</div></td>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--form-manager-add.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--form-manager-add.png" alt="Form manager: Add webform" /><br/>
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<strong>Add webform</strong>
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</a>
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</div></td>
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</tr>
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</table>
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The form manager provides a list of all available webforms.
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Form manager features include:
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- Filtering by keyword, category, and status
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- Sorting by total number of submissions
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- Archiving of old forms
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## Form builder
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<table class="views-view-grid" width="100%">
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<tr>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--form-builder.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--form-builder.png" alt="Form builder" /><br/>
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<strong>Form builder</strong>
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</a>
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</div></td>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--form-builder.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--form-builder.png" alt="Edit element" /><br/>
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<strong>Edit element</strong>
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</a>
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</div></td>
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</tr>
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</table>
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The Webform module provides an intuitive form builder based upon Drupal 8's
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best practices for user interface design and user experience.
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The form builder allows non-technical users to easily build
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and maintain webforms.
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Form builder features include:
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- Drag-n-drop form element management
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- Multi-column layout management
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- Conditional logic overview
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- Element duplication
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## Configuration settings
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Form behaviors, features, submission handling, messaging, and confirmations are completely customizable using global settings and/or form-specific settings.
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<table class="views-view-grid" width="100%">
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<tr>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--settings-general.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--settings-general.png" alt="Configuration settings: General" /><br/>
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<strong>General</strong>
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</a>
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</div></td>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--settings-form.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--settings-form.png" alt="Configuration settings: Form" /><br/>
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<strong>Form</strong>
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</a>
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</div></td>
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</tr>
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</table>
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### General settings
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Allow a webform's administrative information, paths, behaviors, and third-party settings to be customized.
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General settings include:
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- Categorization
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- Customizable paths
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- Disable saving of results
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- Ajax support
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### Form settings
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Allow a form's status, attributes, behaviors, labels, messages, wizard settings,
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and preview to be customized.
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Form settings include:
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- Open and close date/time scheduling
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- Login redirection with custom messaging.
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- Multiple step wizard forms
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- Submission preview
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- Input prepopulation using query string parameters.
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<table class="views-view-grid" width="100%">
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<tr>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--settings-submissions.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--settings-submissions.png" alt="Configuration settings: Submisssions" /><br/>
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<strong>Submisssions</strong>
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</a>
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</div></td>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--settings-confirmation.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--settings-confirmation.png" alt="Configuration settings: Confirmation" /><br/>
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<strong>Confirmation</strong>
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</a>
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</div></td>
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</tr>
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</table>
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### Submissions settings
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Allows a submission's labels, behaviors, limits, and draft settings to be
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customized.
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Submission settings include:
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- Saving of drafts
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- Automatic purging of submissions
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- Submission limits per user and/or per form
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- Autofilling form using previously submitted values
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### Confirmation settings
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Allows the form's confirmation type, message, and URL to be customized.
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Confirmation types include:
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- Dedicated page
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- Redirect to internal or external URL
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- Displaying of a custom status message
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- Opening a modal dialog
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<table class="views-view-grid" width="100%">
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<tr>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--settings-handlers.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--settings-handlers.png" alt="Configuration settings: Handlers" /><br/>
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<strong>Handlers</strong>
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</a>
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</div></td>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--settings-handlers-email.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--settings-handlers-email.png" alt="Configuration settings: Email handler" /><br/>
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<strong>Email handler</strong>
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</a>
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</div></td>
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</tr>
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</table>
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### Emails / Handlers
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Allows additional actions and behaviors to be processed when a webform or
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submission is created, updated, or deleted. Handlers are used to route
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submitted data to external applications and send notifications & confirmations.
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Email support features include:
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- Previewing and resending emails
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- Sending HTML emails
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- File attachments (requires the Mail System and Swift Mailer module.)
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- HTML and plain-text email-friendly Twig templates
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- Customizable display formats for individual form elements
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Remote post features include:
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- Posting selected elements to a remote server
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- Adding custom parameters to remote post requests
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<table class="views-view-grid" width="100%">
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<tr>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--settings-assets.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--settings-assets.png" alt="Configuration settings: CSS/JS assets" /><br/>
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<strong>CSS/JS assets</strong>
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</a>
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</div></td>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--settings-access.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--settings-access.png" alt="Configuration settings: Access" /><br/>
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<strong>Access</strong>
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</a>
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</div></td>
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</tr>
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</table>
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### CSS/JS assets
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The CSS/JS assets page allows site builders to attach custom CSS and JavaScript
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to a webform. Custom CSS can be used to make simple layout or design tweaks
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to a form. Custom JavaScript allows additional conditional logic and
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behaviors to be added to a form.
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### Access settings
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Allows an administrator to determine who can administer a webform and/or create,
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update, delete, and purge webform submissions.
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## Elements
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<table class="views-view-grid" width="100%">
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<tr>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--elements.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--elements.png" alt="Elements" /><br/>
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<strong>Elements</strong>
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</a>
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</div></td>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--elements-settings.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--elements-settings.png" alt="Element settings" /><br/>
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<strong>Element settings</strong>
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</a>
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</div></td>
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</tr>
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</table>
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The Webform module is built directly on top of Drupal 8's Form API.
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Every form element available in Drupal 8 is supported by the Webform module.
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Form elements include:
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- **Basic HTML**: Textfield, Textareas, Checkboxes, Radios, Select menu, Password, and more...
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- **Advanced HTML5**: Email, Url, Number, Telephone, Date, Number, Range, and more...
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- **Advanced Drupal**: File uploads, Entity References, Table select, Date list, and more...
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- **Widgets**: Likert scale, Star rating, Buttons, Geolocation, Terms of service, Select/Checkboxes/Radios with other, and more...
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- **Markup**: Dismissible messages, Basic HTML, Advanced HTML, Details, and Fieldsets.
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- **Composites**: Name, Address, Contact, Credit Card, and event custom composites
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- **Computed**: Calculated values using Tokens and Twig with Ajax support.
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### Element settings
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All of Drupal 8's default form element properties and behaviors are supported.
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There are also several custom webform element properties and settings available
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to enhance a form element's behavior.
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Standard and custom properties allow for:
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- Customizable error validation messages
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- Conditional logic using [FAPI States API](https://api.drupal.org/api/examples/form_example%21form_example_states.inc/function/form_example_states_form/7)
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- Input masks (using [jquery.inputmask](https://github.com/RobinHerbots/jquery.inputmask))
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- [Select2](https://select2.github.io/) or [Chosen](https://harvesthq.github.io/chosen/) replacement of select boxes
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- Word and character counting for text elements
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- Help tooltips (using [jQuery UI Tooltip](https://jqueryui.com/tooltip/))
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- More information slideouts
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- Regular expression pattern validation
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- Private elements, visible only to administrators
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- Unique values per element
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<table class="views-view-grid" width="100%">
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<tr>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--elements-conditional.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--elements-conditional.png" alt="Conditional logic" /><br/>
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<strong>Conditional logic</strong>
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</a>
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</div></td>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--elements-source.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--elements-source.png" alt="View source" /><br/>
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<strong>View source</strong>
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</a>
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</div></td>
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</tr>
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</table>
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### States/Conditional logic
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Drupal's State API can be used by developers to provide conditional logic
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to hide and show form elements.
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Drupal's State API supports:
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- Show/Hide
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- Required/Optional
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- Open/Close
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- Enable/Disable
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### Viewing source
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At the heart of a Webform module's form elements is a Drupal
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[render array](https://www.drupal.org/docs/8/api/render-api/render-arrays),
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which can be edited and managed by developers. The Drupal render array
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gives developers complete control over a webform's elements, layout,
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and look-and-feel by allowing developers to make bulk updates
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to a webform's label, descriptions, and behaviors.
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## Forms
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<table class="views-view-grid" width="100%">
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<tr>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--forms-accessiblity.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--forms-accessiblity.png" alt="Accessibility" /><br/>
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<strong>Accessibility</strong>
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</a>
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</div></td>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--forms-wizard.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--forms-wizard.png" alt="Multistep form" /><br/>
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<strong>Multistep form</strong>
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</a>
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</div></td>
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</tr>
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</table>
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### Accessibility
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The outputted forms and even the Webform module's administrative interface
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(i.e. form builder) are accessible using keyboard navigation and screen readers.
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The Webform module complies with [WCAG 2.0](http://www.w3.org/TR/WCAG20/#contents)
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and [ATAG 2.0](http://www.w3.org/TR/ATAG20/#contents) guidelines.
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### Multistep form
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Forms can be broken up into multiple pages using a progress bar.
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Authenticated users can save drafts and/or have their changes automatically
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saved as they progress through a long form.
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Multistep form features include:
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- Customizable progress bar
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- Customizable previous and next button labels and styles
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- Saving drafts between steps
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### Drupal integration
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<table class="views-view-grid" width="100%">
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<tr>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--forms-block.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--forms-block.png" alt="Block" /><br/>
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<strong>Block</strong>
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</a>
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</div></td>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--forms-node.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--forms-node.png" alt="Node" /><br/>
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<strong>Node</strong>
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</a>
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</div></td>
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</tr>
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</table>
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Webforms can be attached to nodes or displayed as blocks.
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Webforms can also have dedicated SEO-friendly URLs.
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Form elements are render arrays that can easily be altered using
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custom hooks and/or plugins.
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## Results management
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<table class="views-view-grid" width="100%">
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<tr>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--results.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--results.png" alt="Results" /><br/>
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<strong>Results</strong>
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</a>
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</div></td>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--results-customize.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--results-customize.png" alt="Customize results" /><br/>
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<strong>Customize results </strong>
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</a>
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</div></td>
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</tr>
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</table>
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Form submissions can optionally be stored in the database, reviewed,
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and downloaded. Submissions can also be flagged with administrative notes.
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Results management features include:
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- Submission flagging, locking, and notes
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- Viewing submissions as HTML, plain text, and YAML
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- Customizable reports
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- Downloading results as a CSV to Google Sheets or MS Excel
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- Saving of download preferences per form
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- [Drupal Views](https://www.drupal.org/docs/8/core/modules/views) integration
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for advanced reporting.
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## Access controls
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<table class="views-view-grid" width="100%">
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<tr>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--access-permissions.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--access-permissions.png" alt="Permissions" /><br/>
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<strong>Permissions</strong>
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</a>
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</div></td>
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<td width="50%"><div class="note">
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<a href="https://www.drupal.org/files/webform-8.x.5.x-features--access-element.png">
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<img src="https://www.drupal.org/files/webform-8.x.5.x-features--access-element.png" alt="Element access" /><br/>
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<strong>Element access</strong>
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</a>
|
||
</div></td>
|
||
</tr>
|
||
</table>
|
||
|
||
The Webform module provides full access controls and permissions 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.
|
||
The Webform access submodule allows you to even setup reusable permission
|
||
groups which can be applied to multiple instances of the same webform.
|
||
|
||
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
|
||
|
||
<table class="views-view-grid" width="100%">
|
||
<tr>
|
||
<td width="50%"><div class="note">
|
||
<a href="https://www.drupal.org/files/webform-8.x.5.x-features--templates.png">
|
||
<img src="https://www.drupal.org/files/webform-8.x.5.x-features--templates.png" alt="Templates" /><br/>
|
||
<strong>Templates</strong>
|
||
</a>
|
||
</div></td>
|
||
<td width="50%"><div class="note">
|
||
<a href="https://www.drupal.org/files/webform-8.x.5.x-features--templates-preview.png">
|
||
<img src="https://www.drupal.org/files/webform-8.x.5.x-features--templates-preview.png" alt="Templates preview" /><br/>
|
||
<strong>Templates preview</strong>
|
||
</a>
|
||
</div></td>
|
||
</tr>
|
||
</table>
|
||
|
||
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
|
||
|
||
## Reusable options
|
||
|
||
<table class="views-view-grid" width="100%">
|
||
<tr>
|
||
<td width="50%"><div class="note">
|
||
<a href="https://www.drupal.org/files/webform-8.x.5.x-features--options.png">
|
||
<img src="https://www.drupal.org/files/webform-8.x.5.x-features--options.png" alt="Options" /><br/>
|
||
<strong>Options</strong>
|
||
</a>
|
||
</div></td>
|
||
<td width="50%"><div class="note">
|
||
<a href="https://www.drupal.org/files/webform-8.x.5.x-features--options-likert.png">
|
||
<img src="https://www.drupal.org/files/webform-8.x.5.x-features--options-likert.png" alt="Likert" /><br/>
|
||
<strong>Likert</strong>
|
||
</a>
|
||
</div></td>
|
||
</tr>
|
||
</table>
|
||
|
||
|
||
Administrators can define reusable global options for select menus, checkboxes,
|
||
and radio buttons. The Webform module includes default options for states,
|
||
countries, demographics, likert answers, and more.
|
||
|
||
Reusable options include:
|
||
|
||
- **Geographic**: Languages, country, and states
|
||
- **Date and time**: Days, months, and time zones
|
||
- **Demographic**: Education, employment status, ethnicity, Industry,
|
||
languages, marital status, relationship, size, and job titles
|
||
- **Likert**: Agreement, comparison, importance, quality, satisfaction,
|
||
ten scale, and would you
|
||
|
||
|
||
## Internationalization
|
||
|
||
Forms and configuration can be translated into multiple languages using
|
||
Drupal's [configuration translation system](https://www.drupal.org/docs/8/core/modules/config-translation.
|
||
|
||
## Add-ons
|
||
|
||
<table class="views-view-grid" width="100%">
|
||
<tr>
|
||
<td width="50%"><div class="note">
|
||
<a href="https://www.drupal.org/files/webform-8.x.5.x-features--addons.png">
|
||
<img src="https://www.drupal.org/files/webform-8.x.5.x-features--addons.png" alt="Add-ons" /><br/>
|
||
<strong>Add-ons</strong>
|
||
</a>
|
||
</div></td>
|
||
<td width="50%"><div class="note">
|
||
<a href="https://www.drupal.org/files/webform-8.x.5.x-features--addons-webform-analysis.png">
|
||
<img src="https://www.drupal.org/files/webform-8.x.5.x-features--addons-webform-analysis.png" alt="Analysis" /><br/>
|
||
<strong>Analysis</strong>
|
||
</a>
|
||
</div></td>
|
||
</tr>
|
||
</table>
|
||
|
||
There are [dozens of add-ons available](https://www.drupal.org/node/2837065)
|
||
that extend and/or provide additional functionality to the Webform module
|
||
and Drupal's Form API.
|
||
|
||
Add-ons include:
|
||
|
||
- Analysis for creating graphs and charts
|
||
- CRM integration including SalesForce, HubSpot, MyEmma, SugarCRM, more…
|
||
- SPAM protection
|
||
- Advanced workflows
|
||
- Data encryption
|
||
- GDPR compliance
|
||
|
||
## Development tools
|
||
|
||
<table class="views-view-grid" width="100%">
|
||
<tr>
|
||
<td width="50%"><div class="note">
|
||
<a href="https://www.drupal.org/files/webform-8.x.5.x-features--devel-test.png">
|
||
<img src="https://www.drupal.org/files/webform-8.x.5.x-features--devel-test.png" alt="Test" /><br/>
|
||
<strong>Test</strong>
|
||
</a>
|
||
</div></td>
|
||
<td width="50%"><div class="note">
|
||
<a href="https://www.drupal.org/files/webform-8.x.5.x-features--devel-api.png">
|
||
<img src="https://www.drupal.org/files/webform-8.x.5.x-features--devel-api.png" alt="API" /><br/>
|
||
<strong>API</strong>
|
||
</a>
|
||
</div></td>
|
||
</tr>
|
||
</table>
|
||
|
||
Examples and tools are provided to help developers get started customizing
|
||
existing features and adding new features to the Webform module.
|
||
|
||
Development tools include:
|
||
|
||
- Test forms using customizable default values
|
||
- Easy to export configuration files
|
||
- Debugging tools for all handlers
|
||
- Examples for external API integration using remotes posts or custom code
|
||
- Example modules for creating custom elements and handlers
|
||
- Demos for building event registration and application evaluation system
|
||
|
||
## Drush & Composer integration
|
||
|
||
<table class="views-view-grid" width="100%">
|
||
<tr>
|
||
<td width="50%"><div class="note">
|
||
<a href="https://www.drupal.org/files/webform-8.x.5.x-features--drush.png">
|
||
<img src="https://www.drupal.org/files/webform-8.x.5.x-features--drush.png" alt="Drush" /><br/>
|
||
<strong>Drush</strong>
|
||
</a>
|
||
</div></td>
|
||
<td width="50%"><div class="note">
|
||
<a href="https://www.drupal.org/files/webform-8.x.5.x-features--drush-composer.png">
|
||
<img src="https://www.drupal.org/files/webform-8.x.5.x-features--drush-composer.png" alt="Composer" /><br/>
|
||
<strong>Composer</strong>
|
||
</a>
|
||
</div></td>
|
||
</tr>
|
||
</table>
|
||
|
||
Drush commands are provided to:
|
||
|
||
- Generate multiple submissions
|
||
- Export submissions
|
||
- Purge submissions
|
||
- Download and manage third-party libraries
|
||
- Generate a composer.js file for third-party libraries
|
||
- Tidy YAML configuration files
|
||
|
||
|
||
|
||
|
||
|