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Webform 8.x-5.x
Jacob Rockowitz
Webform
8.x-5.x
Hello!Hi, my name is Jacob Rockowitz.
× I am known as jrockowitz on the web.
× I am a Drupal developer/software architect.
× I built and maintain the Webform module for Drupal 8.
1.
WHAT IS THE
WEBFORM MODULE?
a form builder
and
submission manager
THIS
IS A
FORM
THIS
IS A
FORM
Submission
YAMLForm 8.x-1.x to Webform 8.x-5.x
× 2015 - Webform was not ported to Drupal 8.
× 2015 - YAML Form began with
MSKCC's early adoption of Drupal 8.
× 2016 - YAML Form module created
× 2017 - YAML Form moved to Webform.
× YAML Form was a developer centric solution.
× Webform is for developers & site builders.
What IS A
name:
'#title': 'Your Name'
'#type': textfield
email:
'#title': 'Your Email'
'#type': email
subject:
'#title': 'Subject'
'#type': textfield
message:
'#title': 'Message'
'#type': textarea
THIS
WAS THE
YAML FORM
MODULE
What IS A
THIS
IS THE
WebFORM
MODULE
<demo>
WHAT'S NEW?
× Object Oriented API
× Editing the Source
× 70+ Webform Elements
× 100's of Custom Settings
× Composites & Multi-value
× Examples & Templates
× Customizable Results
× More Documentation
https://www.drupal.org/docs/8/modules/
webform/webform-features
WHAT'S MISSING?
× Views Integration
× Rules Integration
× Drag-n-Drop WYSIWYG
× Advanced Conditionals
× Statistics & Charts
× Third Party Integrations
× D6 and D7 Migration
× Contributors…
https://www.drupal.org/docs/8/modules/
webform/webform-roadmap
More COOL STUFF...
× Anonymous Drafts with Automated Purging.
× Anonymous to Authenticated Submission Conversion.
× Reusable Select, Radios, and Checkbox Options .
× Custom JavaScript and Stylesheet Injection.
× Form Opening and Closing Scheduling.
× Form and Element Access Controls.
× Send Email to All User Assigned to a Specific Role.
× Scheduled Email Reminders.
× Submission and Transaction Log.
× Third Party Settings including Honeypot Integration.
× Dismissable Inline Messages.
2.
WHO BUILT THE
WEBFORM MODULE?
THANK QUICKSKETCH
AND the MAINTAINERS
The Webform module has been maintained
by Nate Haug (QuickSketch),
since March 24, 2006.
Webform 7.x-4.x lives on in BackDropCMS.
509,083 SITES
currently report using the Webform module
3,695,777 DOWNLOADS
since 2004
WHY DID I BUILD THE YAML FORM/WEBFORM MODULE
× I want to contribute something.
× I like to focus my energy on one project.
× I enjoy working on long term projects.
× Drupal 8 needs a form builder.
× Open Source needs a form builder.
3.
WhY SHOULD YOU USE
The WEbform module?
The Webform module
is Open Source
AND allows
your website to
collect data
The use case…
× BUILD a form or copy a template
× PUBLISH the form as a page, node, or block
× COLLECT form submissions
× SEND confirmations and notifications
× REVIEW results online
× DOWNLOAD results as a CSV
ONCE AGAIN, THE USE CASE…
BUILD COLLECT DOWNLOAD
THE OTHER USE CASE…
BUILD COLLECT DISTRIBUTE
4.
WHAT ARE THE
ALTERNATIVES TO THE
WEBFORM MODULE?
Proprietary OPEN SOURCE Drupal CORE
`
5.
WHERE DO YOU START?
The Webform module IS
A COMPLETE SOLUTION
FOR BUILDING FORMS
INSTALLATION
× Download the Webform module
https://www.drupal.org/project/webform
× Enable Webform core and sub modules
https://www.drupal.org/docs/8/modules/webform/webform-introduction
× Install external libraries
https://www.drupal.org/docs/8/modules/webform/webform-libraries
× Add additional functionality using add-ons
https://www.drupal.org/docs/8/modules/webform/webform-add-ons
GeTTING HELP
× Documentation & Cookbook
https://www.drupal.org/docs/8/modules/webform/webform-cookbook
× Screencasts
https://www.drupal.org/docs/8/modules/webform/webform-videos
× Drupal Answers
http://drupal.stackexchange.com
× Webform Issue Queue
https://www.drupal.org/project/issues/webform?version=8.x
<demo>
6.
WHAT CAN YOU DO
WITH THE MODULE?
The Webform module
allows you to build
any type of form
Learn FROM THE ExampleS, TemPLATES, AND TESTS.
× Elements & Composites
× Multicolumn Layouts
× Multi-step Wizard
× Conditional Logic
× Demo Applications
× Reusable Templates
<demo>
7.
WHAT CAN YOU BUILD
WITH THE MODULE?
The Webform module
allows you to build
APPLICATIONS
Applications REGISTRATION ETC. . .
College Application
Job Application
Employee Evaluation
Event Registration
Meetup Registration
User Registration
Online Donations
Appointments
User Profiles
8.
HOW DO you PUBLISH
A WEBFORM
WEBforms can be
fully integrated
into your website.
PLACING FORMS ON YOUR WEBSITE
Node
Webforms can be
attached to a node
with the node's form
submissions
collected in a
dedicated 'Results'
tabs.
Block
Webforms can be
placed on your site
as a block. The URL
and source entity for
each submission is
automatically
tracked.
Custom
Webforms can be
added to a render
array, which can be
easily altered using
custom hooks
and/or plugins.
<demo>
9.
WHAT CAN YOU DO
WITH SUBMISSIONS
The Webform module
provides aN API TO DOWNLOAD
AND/OR HANDLE SUBMISSION
CONFIRMATIONS AND
NOTIFICATIONS TO ANY SYSTEM
TYpeS of WEbform Handlers & Exporters
Notification
Submissions can be
emailed using a
WebformHandler
which, can be extend
to route submissions
to any system.
Remote Post
Submissions can
also be pushed to
any remote server.
Download
Submissions can be
downloaded as CSV,
JSON, YAML, and
more...
<demo>
FRONT-END
10.
WHAT CAN YOU
CUSTOMIZE?
The Webform module
SHIPS WITH
REASONABLE DEFAULTS
BUT EVERYTHING
IS CUSTOMIZABLE.
<demo>
11.
HOW DO YOU EXTEND
ThIS MODULE?
What is WHAT
× Webforms are config entities.
× Submissions are content entities.
× Elements, Handlers, and Exporters
are plugins.
× Everything runs through
Drupal's theme system.
× ...and there are lots of Tests.
72.
SO, WHAT'S NEXT?
ROADMAP…
Views
Better Views integration
for form submission data.
Rules
Rules integration to
enhance form handling.
Conditionals
Provide server-side
validation for #states,
include hiding wizard pages.
Templates
More out-of-the box
starter templates.
3rd
Party Integration
Payment, CRM, Google
Sheets, etc...
UI/UX
Integrate the Outside-In
initiative's system tray
with element previews.
and …
https://www.drupal.org/docs/8/modules/webform/webform-roadmap
FIELD API
Issue #2792583: Use Field API
https://www.drupal.org/node/2792583
13.
HOW CAn WE HELP
WEbform SucCeed?
The Webform module
is Open Source,
it is free, AND
We NEED TO HELP IT GROW.
CONTRIBUTE to the
SPOnsor a
HOW can AN
INDIVIDUAL MAINTAIN
aN IMPORTANT
DRUPAL PRoJECT,
WHICH IS FREE?
1. Create an issue on Drupal.org
2. Describe the problem.
3. Define a solution.
4. Estimate the amount of work.
5. Sign an agreement.
6. Build the feature.
7. Share the feature.
8. Maintain & repeat...
HOW COULD WE CONTRIBUTE A SPONSORED FEATURE?
KenNESAW STATE UNIVERSITY
× #2856842: Send email to selected roles
https://www.drupal.org/node/2856842
× #2864327: Send email based on different states
https://www.drupal.org/node/2864327
× #2854020: Log submission events/transactions
https://www.drupal.org/node/2854020
× #2854017: Schedule the sending of emails
https://www.drupal.org/node/2854017
https://www.drupal.org/kennesaw-state-university
14.
How Can I Help YOU?
Learn Contribute Succeed
TRAINING
& Support
SPONSOR
A FEATURE
CONTACT
ME
jrockowitz.com
https://www.drupal.org/u/jrockowitz
Ralph says...
THANKS!
Join the Birds of a Feather
Webform and the future of form builders
for Drupal 8.
Wednesday, April 26, 2017
10:45am to 11:45am
Room: 305
https://events.drupal.org/baltimore2017/bofs/
webform-and-future-form-builders-drupal-8
Join Us for Contribution Sprints
First-Time
Sprinter Workshop
9:00am-12:00pm
Room: 307-308
#drupalsprints
Friday, April 28, 2017
Mentored
Core Sprint
9:00am-12:00pm
Room: 301-303
General
Sprints
9:00am-6:00pm
Room: 309-310
THANK YOU!
WHAT DID
YOU THINK?
Locate this session at the
DrupalCon Baltimore website:
http://baltimore2017.drupal.org/schedule
Take the survey!
https://www.surveymonkey.com/r/drupalc
onbaltimore

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Webform 8.x 5.x - DrupalCon Baltimore

  • 3. Hello!Hi, my name is Jacob Rockowitz. × I am known as jrockowitz on the web. × I am a Drupal developer/software architect. × I built and maintain the Webform module for Drupal 8.
  • 8. YAMLForm 8.x-1.x to Webform 8.x-5.x × 2015 - Webform was not ported to Drupal 8. × 2015 - YAML Form began with MSKCC's early adoption of Drupal 8. × 2016 - YAML Form module created × 2017 - YAML Form moved to Webform. × YAML Form was a developer centric solution. × Webform is for developers & site builders.
  • 10. name: '#title': 'Your Name' '#type': textfield email: '#title': 'Your Email' '#type': email subject: '#title': 'Subject' '#type': textfield message: '#title': 'Message' '#type': textarea THIS WAS THE YAML FORM MODULE
  • 14. WHAT'S NEW? × Object Oriented API × Editing the Source × 70+ Webform Elements × 100's of Custom Settings × Composites & Multi-value × Examples & Templates × Customizable Results × More Documentation https://www.drupal.org/docs/8/modules/ webform/webform-features WHAT'S MISSING? × Views Integration × Rules Integration × Drag-n-Drop WYSIWYG × Advanced Conditionals × Statistics & Charts × Third Party Integrations × D6 and D7 Migration × Contributors… https://www.drupal.org/docs/8/modules/ webform/webform-roadmap
  • 15. More COOL STUFF... × Anonymous Drafts with Automated Purging. × Anonymous to Authenticated Submission Conversion. × Reusable Select, Radios, and Checkbox Options . × Custom JavaScript and Stylesheet Injection. × Form Opening and Closing Scheduling. × Form and Element Access Controls. × Send Email to All User Assigned to a Specific Role. × Scheduled Email Reminders. × Submission and Transaction Log. × Third Party Settings including Honeypot Integration. × Dismissable Inline Messages.
  • 17. THANK QUICKSKETCH AND the MAINTAINERS The Webform module has been maintained by Nate Haug (QuickSketch), since March 24, 2006. Webform 7.x-4.x lives on in BackDropCMS.
  • 18. 509,083 SITES currently report using the Webform module 3,695,777 DOWNLOADS since 2004
  • 19. WHY DID I BUILD THE YAML FORM/WEBFORM MODULE × I want to contribute something. × I like to focus my energy on one project. × I enjoy working on long term projects. × Drupal 8 needs a form builder. × Open Source needs a form builder.
  • 20. 3. WhY SHOULD YOU USE The WEbform module?
  • 21. The Webform module is Open Source AND allows your website to collect data
  • 22. The use case… × BUILD a form or copy a template × PUBLISH the form as a page, node, or block × COLLECT form submissions × SEND confirmations and notifications × REVIEW results online × DOWNLOAD results as a CSV
  • 23. ONCE AGAIN, THE USE CASE… BUILD COLLECT DOWNLOAD
  • 24. THE OTHER USE CASE… BUILD COLLECT DISTRIBUTE
  • 25. 4. WHAT ARE THE ALTERNATIVES TO THE WEBFORM MODULE?
  • 26. Proprietary OPEN SOURCE Drupal CORE `
  • 27. 5. WHERE DO YOU START?
  • 28. The Webform module IS A COMPLETE SOLUTION FOR BUILDING FORMS
  • 29. INSTALLATION × Download the Webform module https://www.drupal.org/project/webform × Enable Webform core and sub modules https://www.drupal.org/docs/8/modules/webform/webform-introduction × Install external libraries https://www.drupal.org/docs/8/modules/webform/webform-libraries × Add additional functionality using add-ons https://www.drupal.org/docs/8/modules/webform/webform-add-ons
  • 30. GeTTING HELP × Documentation & Cookbook https://www.drupal.org/docs/8/modules/webform/webform-cookbook × Screencasts https://www.drupal.org/docs/8/modules/webform/webform-videos × Drupal Answers http://drupal.stackexchange.com × Webform Issue Queue https://www.drupal.org/project/issues/webform?version=8.x
  • 32. 6. WHAT CAN YOU DO WITH THE MODULE?
  • 33. The Webform module allows you to build any type of form
  • 34. Learn FROM THE ExampleS, TemPLATES, AND TESTS. × Elements & Composites × Multicolumn Layouts × Multi-step Wizard × Conditional Logic × Demo Applications × Reusable Templates
  • 36. 7. WHAT CAN YOU BUILD WITH THE MODULE?
  • 37. The Webform module allows you to build APPLICATIONS
  • 38. Applications REGISTRATION ETC. . . College Application Job Application Employee Evaluation Event Registration Meetup Registration User Registration Online Donations Appointments User Profiles
  • 39. 8. HOW DO you PUBLISH A WEBFORM
  • 40. WEBforms can be fully integrated into your website.
  • 41. PLACING FORMS ON YOUR WEBSITE Node Webforms can be attached to a node with the node's form submissions collected in a dedicated 'Results' tabs. Block Webforms can be placed on your site as a block. The URL and source entity for each submission is automatically tracked. Custom Webforms can be added to a render array, which can be easily altered using custom hooks and/or plugins.
  • 43. 9. WHAT CAN YOU DO WITH SUBMISSIONS
  • 44. The Webform module provides aN API TO DOWNLOAD AND/OR HANDLE SUBMISSION CONFIRMATIONS AND NOTIFICATIONS TO ANY SYSTEM
  • 45. TYpeS of WEbform Handlers & Exporters Notification Submissions can be emailed using a WebformHandler which, can be extend to route submissions to any system. Remote Post Submissions can also be pushed to any remote server. Download Submissions can be downloaded as CSV, JSON, YAML, and more...
  • 49. The Webform module SHIPS WITH REASONABLE DEFAULTS BUT EVERYTHING IS CUSTOMIZABLE.
  • 51. 11. HOW DO YOU EXTEND ThIS MODULE?
  • 52. What is WHAT × Webforms are config entities. × Submissions are content entities. × Elements, Handlers, and Exporters are plugins. × Everything runs through Drupal's theme system. × ...and there are lots of Tests.
  • 54. ROADMAP… Views Better Views integration for form submission data. Rules Rules integration to enhance form handling. Conditionals Provide server-side validation for #states, include hiding wizard pages. Templates More out-of-the box starter templates. 3rd Party Integration Payment, CRM, Google Sheets, etc... UI/UX Integrate the Outside-In initiative's system tray with element previews. and … https://www.drupal.org/docs/8/modules/webform/webform-roadmap
  • 55. FIELD API Issue #2792583: Use Field API https://www.drupal.org/node/2792583
  • 56. 13. HOW CAn WE HELP WEbform SucCeed?
  • 57. The Webform module is Open Source, it is free, AND We NEED TO HELP IT GROW.
  • 60. HOW can AN INDIVIDUAL MAINTAIN aN IMPORTANT DRUPAL PRoJECT, WHICH IS FREE?
  • 61. 1. Create an issue on Drupal.org 2. Describe the problem. 3. Define a solution. 4. Estimate the amount of work. 5. Sign an agreement. 6. Build the feature. 7. Share the feature. 8. Maintain & repeat... HOW COULD WE CONTRIBUTE A SPONSORED FEATURE?
  • 62. KenNESAW STATE UNIVERSITY × #2856842: Send email to selected roles https://www.drupal.org/node/2856842 × #2864327: Send email based on different states https://www.drupal.org/node/2864327 × #2854020: Log submission events/transactions https://www.drupal.org/node/2854020 × #2854017: Schedule the sending of emails https://www.drupal.org/node/2854017 https://www.drupal.org/kennesaw-state-university
  • 63. 14. How Can I Help YOU?
  • 64. Learn Contribute Succeed TRAINING & Support SPONSOR A FEATURE CONTACT ME
  • 67. Join the Birds of a Feather Webform and the future of form builders for Drupal 8. Wednesday, April 26, 2017 10:45am to 11:45am Room: 305 https://events.drupal.org/baltimore2017/bofs/ webform-and-future-form-builders-drupal-8
  • 68. Join Us for Contribution Sprints First-Time Sprinter Workshop 9:00am-12:00pm Room: 307-308 #drupalsprints Friday, April 28, 2017 Mentored Core Sprint 9:00am-12:00pm Room: 301-303 General Sprints 9:00am-6:00pm Room: 309-310
  • 69. THANK YOU! WHAT DID YOU THINK? Locate this session at the DrupalCon Baltimore website: http://baltimore2017.drupal.org/schedule Take the survey! https://www.surveymonkey.com/r/drupalc onbaltimore