Access to view a web form can be controlled by using a passcode. When form submitters enter the correct passcode, they will be able to see the web form. Alternatively, access to a web form can be limited to nexus groups using Web form submission access.
Note: The passcode is not case sensitive.
You should have a web form made before proceeding with the instructions below. If not, see the instructions on how to create a web form and add/manage form components.
There are 5 parts in creating a passcode-protected web form:
- Create a passcode textfield
- Create a page break
- Arrange the form components
- Set validation rule for the error message
- Disable the progress bar
1. Create a passcode textfield
- Click Webform tab, and then Form components sub-tab.
- Under Label, enter a new component name for the passcode (e.g., "Passcode:").
- Under Type, set component type to Textfield.
- Check the Required checkbox.
- Click Add button.
- In the Description field, enter a short note about the passcode (e.g., "The passcode is provided in the welcome email. For assistance, email wcms@uwaterloo.ca.").
- Click Save component.
2. Create a page break
- Under Label, enter a new component name for the page break (e.g., "Form").
- Under Type, set component type to Page break.
- Click Add button.
- In Next page button label, enter a name for the button to validate the passocode (e.g., "Submit Passcode").
- Click Save component.
3. Arrange the form components
- Drag the "Passcode:" textfield to the top.
- Drag the "Form" page break below the "Passcode:" textfield.
- Save.
4. Set validation rule for the error message
- Under Webform tab, select Form validation sub-tab.
- Select Specific value(s) link.
- Add a Rule name (e.g., "Invalid passcode message").
- Under Components, select "Passcode:" textfield.
- In (Key) value, enter the passcode (e.g., "passcode123").
- Enter a Custom error message (e.g., "Passcode entered is incorrect. Please try again.").
- Click Add rule.
5. Disable the progress bar
- Under Webform tab, select Form settings sub-tab.
- Scroll down, and select Progress bar.
- Uncheck all options.
- Save configuration.