Drupal Training Series - Oregon State University

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Drupal Training Series
Foundations of OSU Drupal 6:
203: Form Development with Webform
This work is licensed under a Creative Commons AttributionNonCommercial-ShareAlike 3.0 United States License
What We’ll Be Covering…
General Site Settings
• Overview
• Ex. 01 Change Site Name & Footer Info
• Ex. 02 Change Post Information Settings
Contact Form
• Overview
• Ex. 03 Configure Contact Form
Spam
•Overview
CAPTCHA
• Overview
• Ex. 04 Checking out CAPTCHA
Webform
• Overview
• Ex. 05 Create a Recipe Submission Form
• Ex. 06 Analyzing Results
Summary
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Getting Started
As a reminder, to get to your personal development site go to:
http://drupaldev.cws.oregonstate.edu/training/<yourONIDname>/login
From there, log in with your ONID information.
After logging in, please open a second tab in your browser, go to
CWS Training at:
http://oregonstate.edu/cws/training
and download the workshop materials to your desktop
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Where We’re At…
Currently, your site should look somewhat similar to
what’s shown at left.
• A Home page with correct content in it.
• A Cooking Companion menu item which leads to the
Cooking Companion book.
• Various blocks in the post-content and right sidebar
regions of the Home page.
Parts of exercises that we will be doing today will require
that you have some content in your site that uses a
content type other than Page.
If you do not have this content available, you will not see
the expected results of some of the exercises.
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General Settings: Overview
This workshop is devoted to audience interaction. We will be
using the built-in Contact Form, as well as using the Webform
module to create more in-depth forms that our audience can use
to communicate with us.
Given this fact, it would now be a good idea to address a few
general side topics that better help us to identify our site.
In this section, we’ll focus on:
• Changing the Site name that displays in the header.
• Changing the Footer information at the bottom of our screen.
• Adjusting the Post information settings, which serve as a by-line
on nodes.
So, let’s get started with that site name…
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General Settings: Site Information – Ex. 01 Change Site Name & Footer
To change the site name, go to Admin
menu > Site configuration > Site
information and do the following:
1
2
1. In the Name field enter Food for
Thought.
2. In the E-mail address field enter fftadmin@fft.com.
3. In the Footer message field paste in
the text from Section Ex. 01.
3
4. Click the Save configuration button.
4
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General Settings: Site Information – Ex. 01 Change Site Name & Footer - Completed
Your site name and footer information
will now be changed on every page
within the site.
The e-mail account that has been
entered is a fictitious account. For a
real e-mail account, this would be the email that would show up as the default
contact e-mail for the site.
Please note the Default front page field
– do not change the URL alias in this
field unless you know what you are
doing, as it will cause your current front
page to disappear.
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General Settings: Post Settings – Ex. 02 Change Post Information Settings
Post Information is the by-line
information that shows on some of
your nodes. To change the Post
information settings we need to
take a trip into the theme
configurations, so go to Admin
menu > Site building > Themes >
Configure > Global settings and do
the following:
Post Settings
1
1. In the Display post information on
fieldset, uncheck all of the
checked content types.
Note that Page is already unchecked,
which is why you don’t see any post
information on the front page.
2. Click the Save configuration
button.
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General Settings: Post Settings – Ex. 02 Change Post Settings – Completed
Before
Now, when visiting any existing content on
your site, there will be no post information
displayed on any of the nodes.
After
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Please note, that if additional content types
are added, either through module additions or
via CCK, the Post information settings will have
to be adjusted if you wish to hide them.
9
Contact Form: Overview
Contacting a member of your organization via the web is a feature
that most audience members now expect when they visit a site.
There is a right way and a wrong way to do this, though.
Things you want to avoid:
• Directly publishing the text of your e-mail recipient’s address.
Why? When an e-mail address using a valid format is published on a web page, this
text is scanable. This text can then be scanned and harvested by bots, which in turn
will then spam the person whose address you have published.
• Using a mailto: link that automatically opens up an e-mail client on
a person’s computer.
Why? Using a mailto link assumes that your user either has something like Microsoft
Outlook installed on their computer or uses Windows Live Mail, Yahoo! Mail, or Gmail
– this might not be the case.
The best way to deal with e-mail from the web is to use a webmail
interface. Drupal has one that’s built in and ready for you to
configure and use. So let’s figure out how to do this…
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Contact Form: Ex. 03 Configure Contact Form – Contact Form List
Go to Admin menu > Site building >
Contact form to view a list of all
contacts.
Currently, we have no contacts
listed, but note the table, especially
the Category and Recipients
columns.
While you can set up individual email accounts, the Contact form will
also allow you to set up e-mail lists,
whereby you can send an e-mail to
multiple people at the same time.
Let’s start by creating an individual
e-mail contact and then we’ll do a
group one.
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Contact Form: Ex. 03 Configure Contact Form – Create Category – Individual
1
To create a category for an individual
person, do the following:
2
3
1. Click on the Add category tab.
2. In the Category field enter Rasheed Abdul.
3. In the Recipients field enter
rasheed.abdul@fft.com.
4. Click the Save button.
4
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Contact Form: Ex. 03 Configure Contact Form – Create Category – Individual – Addition to List
You will be redirected back to the
Contact List after submitting the
contact information.
Your new individual contact will
appear in the list.
Now, let’s add a group to the list.
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Contact Form: Ex. 03 Configure Contact Form – Create Category – Group – Add Contact
1
To create a category for a group person, do
the following:
2
1. Click on the Add category tab.
2. In the Category field enter Web
Administration Team.
3
3. In the Recipients field paste the email
addresses provided in Section Ex. 03a of
your lab materials.
4
Note: separate e-mail addresses with a comma.
4. In the Auto-reply field paste the
corresponding text provided in Section Ex.
03a of your lab materials.
5
5. In the Weight field select -10.
6
6. In the Selected field select Yes.
7
7. Click the Save button.
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Contact Form: Ex. 03 Configure Contact Form – Create Category – Group – Addition to List
You will be redirected back
to the Contact List after
submitting the contact
information.
Your new group contact will
appear in the list.
So now, let’s add the rest of
our organization’s people.
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Contact Form: Ex. 03 Configure Contact Form – Now You Do It
Using Section Ex-03b, add the
remaining members of our
organization. Add your own work
e-mail at the end under the
category Test E-mail so you can test
everything when finished.
Category field = Use the name
supplied in the e-mail address.
Recipients field = paste in provided
email address for the individual from
Section Ex. 03.
Click the Save button
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Contact Form: Ex. 03 Configure Contact Form – Test the Contact Form
Once a Contact List has been
established, to view the form, you
simply type the word contact after
your site root in your browser’s
address bar and the form will
appear.
Open a new tab in your browser
and test out your Contact Form by
sending an e-mail to yourself using
your Test E-mail category.
You’ll need to open up your work email and wait a minute to see the email appear.
Now, we should create a link in our
menu so our audience can contact
us.
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Contact Form: Ex. 03 Configure Contact Form – Add Contact Us Menu Link
To add the Contact Form to a menu go to
Admin menu > Site building > Menus >
Primary Links > Add item tab and do the
following:
1
1. In the Path field enter contact.
2. In the Menu link title field enter Contact Us.
2
3. In the Parent Item field select -- Home.
4. In the Weight field select -48.
5. Click the Save button.
6. Test your link by hovering over the Home
menu item in your top menu bar and then
clicking on Contact Us.
3
5
We should also add a Contact Us link to our
footer…
4
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Contact Form: Ex. 03 Configure Contact Form – Add Contact Us Footer Link
To add a Contact Us footer link, travel back
into the Site Information panel at Admin
menu > Site configuration > Site information
and do the following:
1. In the Footer message field, at the bottom
of the text in there, paste the HTML code
from Section Ex. 03c at the end of your
address information but within the
paragraph tags.
2. Click the Save configuration button.
3. Go to some non-admin page and test your
Contact Us footer link by clicking on it.
1
3
We’re in pretty good shape in terms of the
Contact Form now, so let’s talk about CAPTCHA…
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SPAM: Overview
We are now opening our site up to interaction from the outside
world. When supplying forms of any type to an external audience,
security concerns always become elevated.
A common issue that arises when external forms are used is spam.
Spam is unsolicited, junk e-mail – often of a commercial (and/or
dubious) nature that is sent indiscriminately, and often in bulk, to
peoples e-mail accounts.
The University of Iowa Information Technology Services
department estimates that the total yearly cost for individual
employees to deal with spam is $79.86. Multiply this by 5000
employees and you get a dollar loss of almost $400,000 a year.
This doesn’t even count the cost on equipment or legal issues.
If a site is opened to an external, anonymous audience via a form,
the site administrator has no idea who is going to respond to the
form. This is where CAPTCHA comes in to help.
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CAPTCHA: Overview
CAPTCHA (Completely Automated Public Turing test to tell
Computers and Humans Apart) is a challenge-response test
designed to differentiate between humans and automated
programs (bots) that crawl the web and exploit external forms.
The CAPTCHA test can vary, there are different programs that
create different types, but in general it sets some kind of task that
is fairly easy for most humans to perform but difficult for a bot to.
The Contact Form has been set up to automatically introduce a
CAPTCHA for anonymous users, but allow people who are logged
in to the site to bypass the test.
We’ll take a general look at CAPTCHA from an anonymous
perspective now, and then when we start creating our webforms,
we’ll revisit it to learn how to add CAPTCHA to the webforms we
create.
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CAPTCHA: Ex. 04 Checking out CAPTCHA – Open Internet Explorer
CAPTCHA, in our case, is best
examined as an anonymous user.
Don’t log out of your site, though.
We can easily take a look at things if
we just open another browser, so
pop open a different browser such
as Internet Explorer, Chrome, or
Safari and paste your Contact Form
URL in its address bar.
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CAPTCHA: Ex. 04 Checking out CAPTCHA – CAPTCHA Close Up
How CAPTCHA works:
1. The CAPTCHA supplies an image of text
which the user must spell out in the
accompanying field.
2. If the CAPTCHA is too distorted, the user can
load a new image using the Reload button.
2
3
3. If the user is visually impaired, an option for
an audio test is provided by clicking the
Audio CAPTCHA button.
1
Anonymous users will always be presented
with this. Authenticated users, those who
are logged into SSO, are able to bypass it.
So now, let’s get started with some
webforms…
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Webform: Overview
The Webform module is a highly configurable contributed module
that helps Drupal site builders create sophisticated web-based
forms that can be used by an external audience.
The type of form is up to you…a feedback form, questionnaire,
survey…Webform provides enough field types to do the job.
Additionally, the Webform module provides an interface to
analyze the results gathered from webform submissions, which
can then easily be exported in a comma separated list to be used
in a spreadsheet application such as Microsoft Excel.
So let’s get started building our Recipe Submission form that will
allow our users to submit their own recipes to our organization.
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Webform: Ex. 05 Create Recipe Submission Form – Create Webform Node
1
2
3
First we need to create the Webform node, so go
to Admin menu > Content management > Create
content > Webform and do the following:
4
5
1. In the Title field enter Recipe Submission Form.
2. Click on the Menu settings fieldset to open it.
6
3. In the Menu link title field enter Send Us Your
Recipe!.
4. In the Parent Item field select -- Home.
5. In the Weight field select -48.
6. In the Body field paste the text from Section Ex.
05a.
7. Click the Save button.
7
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Webform: Ex. 05 Create Recipe Submission Form – Component List
A webform is a little bit different than a
typical content type. Once the node is
saved, you’ll be redirected into the
Component List. This is where the form
fields are added:
1
1. Note the extra tab. The Webform tab is
where you go to edit your webform if you
ever need to edit it.
2
2. The Form components tab is where the
Component List resides.
3. The E-mails tab is where e-mail
configurations are made.
4. The Form settings tab is where form settings
are configured.
So let’s add some components…
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3
4
Webform: Ex. 05 Create Recipe Submission Form – Add Recipe Title Textfield Component
To add a Recipe Title textfield
component, do the following:
1. In the New Component Name field
enter Recipe Title.
2. Check the Mandatory checkbox.
1
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3
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3. Click the Add button.
Webform: Ex. 05 Create Recipe Submission Form – Configure Recipe Title Textfield Component
In the Recipe Title configuration
panel, do the following:
1
1. In the Description field Please
enter your recipe’s title.
2. In the Maxlength field enter 75.
3. Click the Save component button.
2
3
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Webform: Ex. 05 Create Recipe Submission Form – Create a Your First Name Textfield Component
To add a Your First Name textfield
component, do the following:
1. In the New component name field
enter Your First Name.
1
2
3
2. Check the Mandatory checkbox.
3. Click the Add button.
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Webform: Ex. 05 Create Recipe Submission Form – Configure Your First Name Textfield Component
You will be redirected to a
configuration panel for the Your
First Name field. To configure your
field do the following:
1
1. In the Description field enter
Please enter your first name.
2. In the Maxlength field enter 40.
2
3. Click the Save component button.
3
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Webform: Ex. 05 Create Recipe Submission Form – Clone a Field
1
We’ll make a Your Last Name field
as well. This field will be identical
to the Your First Name field with
the exception of the term “Last
Name”. We can use the clone
feature in the Component List to
copy our first field and then just
make the necessary changes:
1. In the Your First Name row, click
the clone link.
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Webform: Ex. 05 Create Recipe Submission Form – Configure Your Last Name Textfield Component
1
Once the clone’s configuration panel
shows, do the following:
1. In the Label field, change the word
First to Last.
2
3
2. In the Field Key field, change the
word first to last.
3. In the Description field, change the
word first to last.
4. Click the Save component button.
4
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Webform: Ex. 05 Create Recipe Submission Form – Create an Email Component
Now let’s create a Your E-mail field:
1. In the New Component Name field,
enter Your E-mail.
1
2
2. Check the Mandatory checkbox.
3
3. Click the Add button.
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Webform: Ex. 05 Create Recipe Submission Form – Configure Your E-Mail Component
Once the configuration panel
shows, do the following:
1
1. Check the User email as
default checkbox.
2. In the Description field,
enter Please enter your email address. This
information will be kept
private.
2
3
3. Check the Private button.
4. Click the Save component
button.
4
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Webform: Ex. 05 Create Recipe Submission Form – Add Fieldset Component
Sometimes, when you have a
group of related data on a form,
such as contact information, it
makes sense to visually combine
them together in what is known as
a fieldset.
To add a Your Contact Information
fieldset component, do the
following:
1
2
3
1. In the New component name field
enter Your Contact Information.
2. In the Type field choose Fieldset.
3. Click the Add button.
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Webform: Ex. 05 Create Recipe Submission Form – Configure Fieldset Component
In the Your Contact Information
configuration panel, do the
following:
1
1. Check the Collapsible checkbox.
2. Click the Save component button.
3. Upon returning to the Component
Manager, drag the Your First
Name, Your Last Name, and Your
E-mail components into the Your
Contact Information fieldset.
2
4. Click the Save button.
3
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Webform: Ex. 05 Create Recipe Submission Form – Add Course Option Component
Sometimes you may want to limit
the options your audience can
enter into a field. To do this we
need an option group.
To add the Course option
component, do the following:
1
2
3
1. In the New component name field
enter Course.
4
2. In the Type field choose Select
options.
3. Check the Mandatory checkbox.
4. Click the Add button.
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Webform: Ex. 05 Create Recipe Submission Form – Configure Course Option Component
In the Course configuration panel,
do the following:
1
1. In the Description field enter
Select the course that best applies
to this recipe.
2. In the Options field, paste in the
text from Section Ex. 05b.
2
3. Click the Save component button.
3
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Webform: Ex. 05 Create Recipe Submission Form – Add Ingredients Text Area Component
At times you may need a larger
area to input more text in than
what a normal text field allows. For
this you will need a text area.
To add the Ingredients text area
component, do the following:
1. In the New component name field
enter Ingredients.
1
2
3
4
2. In the Type field choose Textarea.
3. Check the Mandatory checkbox.
4. Click the Add button.
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Webform: Ex. 05 Create Recipe Submission Form – Configure Ingredients Text Area Component
In the Ingredients configuration panel,
do the following:
1. In the Description field enter Please
add all ingredients and measurements.
2. Click the Save component button.
1
2
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Webform: Ex. 05 Create Recipe Submission Form – Add Directions Text Area Component
To add the Directions text area
component, do the following:
1. In the New component name field
enter Directions.
2. In the Type field choose Textarea.
3. Check the Mandatory checkbox.
4. Click the Add button.
1
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3
4
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Webform: Ex. 05 Create Recipe Submission Form – Configure Directions Text Area Component
In the Directions configuration panel,
do the following:
1. In the Description field enter Please
add the directions to create this
recipe.
2. Click the Save component button.
1
2
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Webform: Ex. 05 Create Recipe Submission Form – Add Photo File Component
To add the Photo file component,
do the following:
1. In the New component name
field enter Photo.
2. In the Type field choose File.
3. Click the Add button.
1
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3
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Webform: Ex. 05 Create Recipe Submission Form – Configure Photo File Component
In the Photo configuration panel, do
the following:
1. In the Description field enter If you
have a photo of your recipe, you may
upload it here.
1
2. In the table, we don’t need to make
any changes, but note that there are
many different file extensions for
photos, documents, and other media.
3. Click the Save component button.
2
3
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Webform: Ex. 05 Create Recipe Submission Form – Add E-mail Recipient
E-mail settings are available if you
would like to have notifications of
when a form is submitted. There are a
couple of ways this can be configured,
either by designating a static e-mail
recipient, or by creating a component
with e-mail addresses as keys – we’ll
use the static method for now:
1
2
3
1. Click the E-mails tab.
2. Select the Address option.
3. Enter your work e-mail address in the
field to test the e-mail.
Remember, this can always be changed at a later
date.
4. Click the Add button.
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4
Webform: Ex. 05 Create Recipe Submission Form – Configure E-mail Settings
You will be redirected to an e-mail configuration
panel. In this panel you can configure things such
as a Subject Line, a From E-Mail Name and
Address, and E-Mail Template settings. The
default settings here will suffice for our purposes,
though:
1. Click the Save e-mail settings button.
1
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Webform: Ex. 05 Create Recipe Submission Form – Completed E-mail Settings
Upon completion of the e-mail
settings, you’ll be redirected
back to the E-mails main panel.
Additional e-mail addresses can
be added to this list as needed.
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Webform: Ex. 05 Create Recipe Submission Form – Configure Form Settings
1
We’ll make just a few basic
configurations for the form itself
by doing the following:
2
1. Click on the Form settings tab.
2. In the Confirmation message text
area, paste in the text from
Section Ex. 05c.
3
3. In the Submission limit option
set, enter 2 in the first field and
select every day from the second
field.
4. Click the Save configuration
button.
4
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Webform: Ex. 05 Create Recipe Submission Form – View Webform
Click the View tab to take a look at your
webform.
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Webform: Ex. 05 Create Recipe Submission Form – Add CAPTCHA Challenge
The last thing to add to this webform is a
CAPTCHA challenge. To add a CAPTCHA, do
the following:
1. From within the View tab, scroll to the
bottom of the form and click on the
CAPTCHA: no challenge enabled link.
1
2. Click the Place a CAPTCHA here for
untrusted users link that appears.
2
3. You will be redirected to a CAPTCHA point
administration page
3
4. In the Challenge type field, select
reCAPTCHA (from module recaptcha).
5. Click the Save button.
4
You’ll be redirected back to your webform.
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Webform: Ex. 05 Create Recipe Submission Form – Test Form
Now test out your webform by
going into another browser,
pasting the address in, and
submitting a test form as an
anonymous user.
You should receive a message
after you submit the form and a
notification in your work e-mail.
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Webform: Webform Manager - Overview
The Webform module provides the ability to analyze the results of
your webform submissions in a variety of different ways.
• A list of all submissions for a given webform.
• An analytical break down of the aggregated results for each field
in a given webform.
• A table view which shows all of the responses for all of the fields
of a given webform.
There even exists the ability to download the results for use in a
spreadsheet application such as Microsoft Excel.
So let’s take a moment to examine the analysis tools that are
provided by the Webform module.
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Webform: Ex. 06 Analyzing Webform Results – Webform Manager
To access the Webform Manager, go to Admin menu > Content
management > Webforms:
1. Each webform has its own separate entry in the table.
Clicking on any of the links in a given row will show you the category for that particular
webform.
2. Clicking on the title of a webform will redirect you to the node view
of that webform.
3. The remaining items in the View and Operations groups will display
different information about the webform in their corresponding
row.
3
1
2
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Webform: Ex. 06 Analyzing Webform Results – Submissions
The Submissions list provides a
simple list of all submissions for a
given webform:
1
1. From the Webform Manager,
click on the Submissions link.
2. Included in the Submissions
results are the following:
a. The sequential number of each
response.
b. The date submitted.
c. The user who submitted it.
d. An IP Address listing.
e. Operations to View, Edit, and Delete
the individual submissions.
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a
b
54
c
d
e
Webform: Ex. 06 Analyzing Webform Results – Analysis
The Analysis list provides a detailed
table view of the results for all
fields on a given webform:
1
a
b
1. Click on the Analysis tab.
c
2. Included in the Analysis results
are the following:
a. Number of times a field is left blank.
b. Number of times a field is answered.
c. The average submission length of words
for text fields.
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Webform: Ex. 06 Analyzing Webform Results – Table
The Table list displays the actual
data inside each field that is
answered:
1. Click on the Table tab.
1
2. The quantity of columns that is
displayed in this table varies
depending on how many
different components have
been added to your webform.
It can grow very big and
become quite unreadable.
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Webform: Ex. 06 Analyzing Webform Results – Download
Results can be downloaded into a
format that can be used in a
spreadsheet via the Downloads
feature:
1
2
1. Click the Download tab.
2. Export format group =
Delimited text.
3. Delimited text format field =
Comma (,)
4
4. Click the Download button.
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Webform: Ex. 06 Analyzing Webform Results – Microsoft Excel Download
A dialog box will open:
1. Select Microsoft Office Excel from the drop down list.
2. Click the OK button.
3. Excel will then open and display the results within the
spreadsheet.
2
The file can be saved from here, if desired.
3
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Webform: Ex. 06 Analyzing Webform Results – Clear
To clear the results, do the following:
1. Click on the Clear tab.
2. Note the confirmation message. If the
results are cleared, they will be gone
and irretrievable. Take care when
deleting. Click the Cancel link.
1
2
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Webform: Ex. 06 Analyzing Webform Results – Access via Webform Node
A webform’s results can be reached
while on the webform node as well.
Return to Admin menu > Content
management > Webforms:
1
2
1. Click on the Recipe Submission form
link to open the webform node.
2. Click on the Results tab to open the
results.
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Summary
You’ve made it through the final intermediate OSU Drupal 6
workshop! In this workshop you learned:
• How to configure some general site settings such as the Site
Name, Footer Information, and Post Information settings.
• How to configure the Contact Form.
• What CAPTCHA is and how to use it on external forms.
• How to build a Webform.
You’re strongly encouraged to continue regularly visiting and
working within your training site. At this point, the more time
you spend practicing, the more you’ll understand and also
discover on your own.
Stay tuned for our next training installment, the Generating
Custom Content Types workshop, where we move into some
advanced concepts concerning the construction of custom
content types with the CCK module.
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Conclusion
This completes the OSU Drupal 6 tutorial. For additional tutorials,
please visit WebTrain, the CWS web publishing training site, at:
http://oregonstate.edu/cws/training/view/training-materials
To view and register for all OSU Drupal 6 Workshops, visit the
Professional Development Central Registration site at:
http://oregonstate.edu/cws/register
To submit a Help Ticket or make a Site Request on-line, go to:
http://oregonstate.edu/cws/contact
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Download