In this video we will install and enable all of the necessary modules to make the most of Webform. Then, we'll create our first webform so that we'll be ready to build it the way we want in the following videos.
For this series there are four modules that we'll need to download and enable. Webform is the main module, and I'll be using 4.0-alpha4 release for this series. As the project page notes, the 4.x branch is stable as it is running Webform.com. It also includes some features like tokens and conditionals that I'll be demonstrating in this series, so that's the branch I recommend. You'll also need the Token module. We'll use this to grab data from our site and autofill some of our fields. Form Builder is a fantastic module that will make the creation of forms much more enjoyable, and it requires the Options Element module, so I'll download that as well.
- Form Builder
- Form Builder Webform UI
- Options Element
Configure the webform content type
When you enable the Webform module, it will create a new content type for you called "Webform". I'll edit that just to show you what it includes.
- Go to "Structure => Content Types"
- Click "Edit" next to "Webform"
Here you can change the settings just like you would with any other content type. I'm going to disable the author information and hide the comment form by default.
- Don't display author information
- Comment Setting: Hidden
Create a webform
Alright, let's create our first webform!
- To create a webform, simply go to "Content => Add Content => Webform"
- Title: Awesome on-site webform
- Body: This is our first webform. Isn't it awesome? (Anything you type here will be at the top of the form - on every page if you create a multiple page form.)
- √ Provide a menu link (I'm going to create a menu link for this form, simply to make it easier to get back to later.)
Now, we're ready to start building our form. The rest of the videos in this series will walk through doing this and along the way, break down each of the available field types.