Using Web Forms for additional flexibility

Most PowerBase users are familiar with the standard tools for online organizing, e.g.

  • Using a Contribution page to solicit contributions or solicit memberships
  • Using an Event page to invite people to register to attend an event
  • Using Profiles so people can sign up for your newsletter
  • Using Petitions

However, there are times when these methods don't quite work. For example, if you want people to sign up and create a custom activity at the same time. Or, if you want people to register for your event and optionally make a contribution. Or make a contribution and create an activity. Or, sign up two people at the same time (e.g. a parent and a child with a relationship).

All of these kinds of data entry are possible using Webforms.

Preparing CiviCRM

If you want to record an activity or any custom fields, you must first create them in CiviCRM. For example, you may want to create a Custom Activity Type (Administer -> Customize Data and Screens -> Activity Types) and/or create custom fields (Administer -> Customize Data and Screens -> Custom Data).

Once you create them in CiviCRM, they will be available in the webform.

Getting Started

  • To begin with, click Administration -> Content -> Add Content

  • Then fill out a title and click save.

Enable CiviCRM

  • Click the CiviCRM tab and enable CiviCRM Processing

  • Choose the contact fields you want to appear.Existing Contact is a special case! That allows you to select a contact that already exists in your database to update. It's a useful feature if you are creating a webform for staff or volunteers to fill out however if you are making a public webform be sure to uncheck that field.

  • You can add a lot more things to your webform, including contribution pages, memberships and event registration. Click on the tab for each area and then select the fields you want. When you are done, click save.

Making more adjustments

  • After you have clicked save, you can review the fields that you included by clicking the webform tab. You can change the order if you want.

  • You can also edit a field to change it's properties (like the default value or the way it is displayed)

  • For example, you can change the "widget" (way it is displayed)

  • And the default value

  • When you are done, click the view tab to see the results

Webforms are quite complex and powerful so please feel free to contact support with questions on how to use them the most effectively.

In addition, there is a lot of documentation (albeit not very user friendly) available on the CiviCRM webform wiki page.