How To Create a Webform

How To Create a Webform

This task involves creating a web form, which is an online form used to collect data from users. Webforms are commonly used for surveys, contact forms, registration forms, and feedback forms. The goal is to design and implement a user-friendly form that captures the required information efficiently.

Please note that you can share the WebForms via different methods:

1) Share the URL

2) Place it in the Client portal either as an independent menu or inside a Service Catalog

Create Service Catalogs

3) Place it under a Button Collection

Create New Buttons or Edit them

Step 1

Click on CXInvarosoft>>  ITSupportPanel >> Forms>>  Web Forms

Step 2

Click on Create New Web Form

Step 3

Complete the Webform Settings

Step 3.1

You can add header instructions or documents to the webform instructions using the "Instruction" field. In it, you can add a video, change the color of the paragraphs, align, and change the font format, among others.

Step 3.2

Don't forget to choose the appearance you want the form to look like, otherwise it will be displayed with the default appearance.

Step 4

Select your Ticketing Options. Please keep this in mind.

Public: 

An email will be sent to the address you have designated in the email address field, and you will be able to view it via the URL, which you can also copy to send in emails or place on any page.

Private (Log A Ticket For Authenticated User): 

This can only be viewed from the customer portal and the app, meaning it is for registered users only, and therefore, it cannot be viewed through the URL.

Check the square button Public/Private (Allow Public Submissions When User Not Authenticated):

It allows you to copy and view the URL from anywhere. Also, it will create a ticket, and if it fails because the user is not authenticated, it will send an email with the ticket information to the designated email address to ensure it is not lost. 

Step 5

Click on Add Question

Step 6

Give it a name, Then Select the Prompt Type and complete the rest of the fields. 

*To add more questions, repeat steps 5 and 6 as many times as necessary.

Step 7

When you finish adding questions, click on the Save button

Step 8

Additional step: If you want to review the Webform submissions, go to the Report Button

Step 9

Additional step: If you want the URL of the Webform, go to the URL Button.

* Remember that it must be in public or private with the public tick enabled for this function to work for you.