myUSF Webform Editing Guide
Building a Form
- To create a form, click the Admin button and select Structure. From the list of content types, click on Webform at the bottom of the list.
- On the form creation screen, give the form a Title and a URL, or let the system generate a URL for you.
For the webform title, please enter a title that includes your unit's name in the title so you can find it later among the many forms from the many units, which will sometimes have duplicate names. For example, a feedback form from CIT would be named, CIT Feedback. This title is not what the end user will see. You can enter an alternate title for the form on the page the form appears on.
- Click the Publish button.
- You should then be taken to the interface for adding components to the form.
- Entering a name, selecting a component, and clicking the Add button will take you to the interface for configuring the component. After configuring, click the Save button and you're taken back to the first screen with the list of components.
As you build the form, you can click the View button at the top of the component list page and it will show you the form. Click the browser back button to get back to the component list and continue working on the form.
To access forms after they've been created, click the Admin button and select Structure, then Webform. On the following page, you'll see the list of forms in the system. You can edit the form, its components, and produce reports on the submissions here.
Placing the Form On a Page
After making the form, you can add to a page by going to the page you would like to place it on, and selecting "Edit".
On the following screen, add a paragraph of type Webform from the drop-down.
In order to make changes to the form in the future, you will need to hover over the form until a pencil icon appears. You can then select "build" to edit the form itself, or "settings" to edit the settings of the form.
Pulling Submission Results
- To view or download webform submission results, first click the "Admin" button, then "Structure" from the dropdown.
- If you do not see this toolbar or "Admin" button when you are logged into myUSF, please see below.
- Switch over to the webforms tab.
- Search for your form to find the webform you'd like to edit, and select "Submissions" to view individual submissions, or "Download" to export as an Excel Spreadsheet.
Resend Submission Results
- Go into the results tab of the webform.
- Make sure you're within the "Submissions" section.
- There should be a table of results below. To resend a confirmation email, click the arrow next to "Edit" under the "Operations" column. Select "Resend".
- Select which email you would like to resend (you will be able to adjust the To/From email, To/From name, Subject, and Message).
- Select "Resend Message"
webform Editors who do not have the admin toolbar
Webform editors who have not completed either the myUSF website training of the USF web accessibility training will not have access the admin toolbar, but they will still have access to pull webform results by accessing this link directly: https://myusf.usfca.edu/admin/structure/webform