Drupal 9 Webform Module: A Complete Guide

Drupal 9 Webform Module: A Complete Guide

You’ve seen and used them, and now you’ll learn how to make them quickly in Drupal. Since collecting form data is so important for any company, it is important to have a form system that is flexible, can be changed, and has a lot of features.

What could be better than our own Webform module? The Drupal 9 Webform module is one of the most powerful and flexible modules in Drupal. It was made by users and is a donated module. It is an open-source module that is used to make forms and keep track of entries. Drupal Webform is also on our list of the best Drupal plugins you need for your next Drupal project. In this Drupal 9 webform lesson, you can find out more about the adaptable module.

Why use the Webform Module for Drupal?

Drupal Webform is a module that can be used to build forms and ask people for information. For example, you can make polls, contact forms, and feedback forms with the Drupal Webform module. After submission, this module lets the user send an email and can let the administrator know that a submit has been made. There are choices to view the submission, publish it as a node, page, or block, and export the results to a CSV file.

  • The Drupal Webform module is open source, which means it is free and you only need time to set up and setup the forms.
  • You can use hooks, Webform handlers, or the Drupal Webform Clientside Validation tool to check if a form is correct. For this to work, you need to add the Clientside Validation module. 
  • The fields on these Webforms can be changed to fit your needs because they are flexible.
  • It gives you a lot of useful choices in a single installation, like sending emails and notifications to the user and the administrator.
  • With Drupal Webforms, it’s easy to export the submission data. In the admin interface, users can see the result of the form they entered and can also export the result in CSV format with a single click.

Check out this piece for a more in-depth look at what the Webform module can do.

How to get started with the Webform module in Drupal 9

The Drupal community has given us some amazing tools, and Drupal Webform is one of them. The creator and manager of the Webform module, Jacob Rockowitz, once talked to us about Webform and what he did for the Drupal community. “Everyone has his or her own way of making software. After 20 years of writing software, I’ve realized that I like working on a single goal or project, which is the Webform module for Drupal. At the same time, I’ve learned that building open source software is more than just providing code; it’s also about supporting and building a community around the code.

Thank you very much to Jacob and everyone else who helped make the Webform module. It is a very useful module.

Installing the Drupal 9 webform module and making Webforms is the next step.

Install the Drupal Webform plugin and turn it on.

Here is where you can get the Drupal 9 Webform plugin and turn it on.

Turn on Webform

To turn on the Webform, go to Extend and look for a Webform and a checkbox in the Webform area, as shown above. Enable the Field API, the System module, and the User module to work with Drupal 9 Webforms. Webform can’t be turned on unless these three features are turned on.

There are different choices under “Webform” that do different things. Turn them on based on what you need.

Start a new Webform.

Turn on Webform UI and Webform Access to make a new Drupal 9 Webform. Webform UI has a good user interface that makes it easy to build and manage webforms. Webform Access is in charge of the nodes of the webform. Before allowing Webform AccessThen go to Structure -> Webforms.

Webforms

Here are some things you can do with Webforms.

  • On the first tab, Forms, there is a list of all the Webforms you have made. By default, a Contact form is always there.
  • On the Submissions tab, you can see the forms that people have filled out and sent in.
  • The Options tab has a set of numbers that can be used over and over again for the radio buttons, checkboxes, and menus.
  • On the Configurations tab, you can make general changes to the webforms.
  • Under the “Access” tab, you can make a group of users and give that group access.
  • On the tab for Add-ons. You will see a list of modules and tools that can be used to improve the Webforms.

 

To make a new Webform, you must:

  1. Click on Webform Add.
  2. Now, when you open a tab, it has a title, description, category, and state.
  3. Add a title and a short explanation to the Webform.
  4. You can choose between open and closed under Status. This means that if the state is “open,” the user can use the form. If it’s not “open,” the form is closed. 
  5. Once you’ve changed all of the choices, click Save.

Putting in Webform

How to Add Fields to a Drupal 9 Webform

 

When you click “Save,” a page with the subject of the Webform, which in this case is “Registration,” opens.

Add Fields to a Drupal 9

  • Click the +Add element button to add fields to the Web form.
  • Now, a pop-up window will show you the list of fields that can be used in the Webform.

Choose a part

  • Click on Show Preview in the top right area to see a preview of the elements. To add an element, click the “Add element” button next to the element you want to add. On the right side of the page, a pop-up window now appears.

Part of a field

  • You will now see choices for changing the field’s title and making a lot of other advanced changes. Click the Save button when you’re done making changes to the settings. Click the checkbox next to the word “Required” for each area on the Webform that must be filled out.

 

Part of a field

  • If you click on the View tab at the top, you can see the Webform you made. When you add something to the Webform, the Submit button is instantly made.
  • The Webform can be tested on the Test tab. Random numbers are automatically put into the form fields.
  • On the Result tab, you can see what was filled out on the form that was sent. Under the result tab, there are three choices.

Registration

 

  1. Under the Submission tab is a list of all the forms that have been sent in.
  2. Under the Download tab, you can download data in four different formats: Delimited text, HTML tables, JSON document, or Yaml document.
  3. In the Clear tab of results, you can delete all the forms that have been sent in.

 

  • On the Settings tab are the Webforms’ general settings, which can be changed based on the user’s needs.
  • From the Export tab, you can get a copy of how the Drupal Webform is set up. The setup is shown, and if you click the Download button at the bottom of the page, you can save it. It is downloaded in Yaml format because it is easy to import a Yaml configuration file into another Drupal server.

Putting information on the Drupal webform

As soon as the Drupal 9 Webform Node module is turned on, a “webform” content type is made. It has fields for things like title, body, and Webform. The Webform has a dropdown that shows all the Webforms that have been made.

Go to Content > Add content > Webform to add content to the Webform. As already said, a title and body will already be there. You’ll see a dropdown menu called “Webform,” which has the titles of all the web forms you’ve made.

Drupal webform

Right next to that is a link that says “Webform settings.”

Webform settings

Under Status, there are three options: Open, which keeps the form open for users, Closed, which closes the form for users, and Scheduled, which gives you a date and time field and keeps the form open for users to fill until that date and time.

You can also give default data by putting a token into the Default submission data box. To look at a token, click on You can use tokens. If you click on the Example link, you can see some examples of how to write the code. Under the “Result” tab, you can see all of the forms that have been sent in.

Adding the Drupal 9 Webform to Content Types as a Field

Now, let’s add the Drupal Webform to a content type.

  • Go to Structure > material types > Manage fields for the type of material that needs the form.
  • Select Add field. Select “Webform” under “Add a new field.” Under “References,” give that field a name, and then click “Save and Continue.”
  • In Field settings, you can tell the field how many values it can take and then click “Save field settings.”
  • You can choose the default form from the default number or click “Save settings” to choose a different form.
  • Now, go to Contents > Add content and choose the content type that has a Webforms field.

Sign up for a web form

  • Choose the form from the drop-down menu that this information needs. On that page’s Result tab, you can see the form that was sent.

Putting Captcha on Drupal Webforms

Captcha is used to check people on many websites today. Before a form is sent, it asks the user a question and waits for an answer. This keeps bots from sending too many form entries and email submissions, which usually happen more than once.

You can add the Captcha part to a Drupal Webform while making the web form. To use the Drupal Webform captcha, you must turn on the Captcha module.

How to put a Captcha on a form:

  • Get the Captcha code and turn it on. To use the image choice in Captcha, you will also need to turn on the Image captcha module.
  • To set up the captcha module, go to Configuration > People > CAPTCHA module settings.
  • Go to Structure > Webforms.
  • Click on the form build where the Captcha is needed.
  • Click “Add element,” then click “Advanced elements.” When you expand, you can see the list of advanced features. To add the captcha, click on Add part of CAPTCHA.

Advanced elements

  • When you click on “Add element,” a settings window will pop up on the right. Check the box next to “Admin mode” so that the administrator can fix bugs and see the captcha.
  • When you choose the Challenge type, you can choose between Math and Image. You can choose any of the options. Then you should click Save and Save parts. You need to turn on the picture captcha module if you don’t see the image option here.
  • Add the field to the content type of the Webform field type and point to the form where the captcha is being added.
  • Now, go to Content > Add content > and a content type that has a form field.
  • Fill in the title, and then save the information. Now, when you look at the information, both the form and the captcha are shown. Before you click the “Submit” button, you should fill out the “Captcha” box. If you don’t, the form won’t be sent, and you’ll get an alert message.

Demo

Conclusion

Forms are a must-have on websites today, whether you want to contact someone or give them feedback. The Drupal Webform module makes it easy to make forms in Drupal. It has a lot of important features and can be changed to fit the needs. With Webforms, the forms are more flexible and useful, and they can be fully linked into your Drupal website. We hope that this lesson on Drupal 9 Webforms helped you learn more about this great module. Need help using the tool to make forms that are easy to use? Get in touch with our team of expert Drupal developers right away.

Appic Softwares is the best company to develop on Drupal. It can help you build or run software made with Drupal. We have a group of people who have worked with Drupal for a long time. They have worked in a lot of different companies and with a lot of different clients.

Contact us now!

Get Free Consultation Now!


    Contact Us

    Consult us today to develop your application.

      Get in touch with us


      Skype Whatsapp Gmail Phone