Creating and Publishing Web Forms
Market: Federal/State/Local, House, Senate
Description: IQ Web Forms are forms that can be customized and added to an office's website. This feature is helpful when soliciting information from constituents whose contact record is currently not in IQ (i.e., they are referred to as anonymous contacts). IQ Web Forms can be added to an office's website to capture information that will be stored as records in IQ. Examples of Web Forms include sign-in forms, internship applications, military academy nominations, schedule requests, and meeting minutes.
These instructions teach users how to create and publish IQ Web Forms. Click any of the following links to be brought directly to the subtopic:
Building and Reviewing the Webform Content
Setting up Basic Web Form Information
1.Navigate to Outreach > New > Web Form
2. The IQ Web Form Wizard is displayed on the screen and defaults to Setup. A sample web form is displayed.
3. Complete the following fields.
a.Name: captures the name of the form.
b.Description: refers to purpose of web form.
c.IP Access Restrictions: lists of IP addresses that are not authorized to access the Web Form.
d.Owner: defines permissions on who can and cannot edit the web form
e.This form will be sent to: refers to whose email account will be receiving this web form.
f.When submitted this form will create: refers to the type of record to create.
1.Select Builder.
2. Select the format of the web form field and choose the appropriate fields to display.
Note: these fields may vary depending on what type of web form you are creating.
3. Select Save.
1.Select Review from the menu.
2. Review the information.
3. Select Save at the top right-hand corner of the module.
1.Select Publish top right-hand corner of the module.
2. Select Publish. The web form is published and ready to be included in web pages, emails, and eNewsletter.
1.After publishing the web form copy the link in the Share this eform field.
2. Click the Actions drop down menu in the top right and select Modify Form.
3. When prompted select Submit.
4. In the Redirect to field paste the copied link.
5. Select Publish top right hand corner of the module.
1.From within the web form click the Actions drop down menu in the top right and select Export Web form.
2. From the download file window click Save.
1.From within the web form click the Actions drop down menu in the top right and select Import Web form.
2. In the Import Web Form box select Choose File.
3. Select appropriate file and click Open.
4. Select the Service to be created from the drop down menu and click Submit.
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