Web Forms For Marketers 8 Sitecore

Summary

Web Forms for Marketers 8.0 Rev: September 13, 2018
Web Forms for Marketers 8.0
All the official Sitecore documentation

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Add an ASCX control to the page
In the Web Forms for Marketers module, you can convert and export a form to an .ascx file and then add it to your website as an ASCX control. For developers, this
can make it easier to develop their custom form control

To add an ASCX control to the page:
1. Using a text editor, in the \layouts folder of your Sitecore installation, create a new default.aspx page and insert the following code:
<%@ Page Language="C#" AutoEventWireup="true" %>
"http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">

2. In the Form Designer, in the Export group, click To ASCX and export the relevant form data to the \layouts folder. Use the forms.ascx format for the name
of the file

3. In the default.aspx page that you created, add the following code after the first <%@ Page> tag:
<%@ Register Src="form.ascx" TagName="SimpleForm" TagPrefix="uc1" %>
4. Inside the

tag, insert the following code:

5. In your web browser, enter the following URL: http://localhost/layouts/default.aspx

Note
After you make changes to the .ascx file, the module does not verify that the form works correctly
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Change the color and style of a web form
You can change the default color scheme and theme of web forms and MVC forms, for example, if you want your web forms to follow the style of your website. A
color scheme sets the colors for each form element, such as the foreground or background color, and themes are a set of visual effects

CSS classes describe colors and effects for an individual form field. You can change the style directly in the Form Designer using a predefined form field, or create
your own custom CSS theme and style

Note
Changes made to the theme and color of one form apply to all forms

This topic describes how to:
• Change the theme or color of web forms
• Change the style of a form field
Change the theme or color of web forms
To change the theme or color of web forms:
1. In the content tree, navigate to and select the folder where your web forms are stored

For example: (/sitecore/System/Modules/Web Forms for Marketers/Website)

Note
The location of this folder may be different depending on your Sitecore configuration

2. In the right pane, in the Themes section, click the Theme or Color drop-down list and select the theme or color that you want

3. Click Save, and republish your website

Change the style of a form field
To change the style of a form field:
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1. In the Form Designer, in the relevant form, in the right pane, click the form field that you want to change the style of, for example, Name

2. In the left pane, in the Appearance section, in the Css Class property, click the drop-down arrow and select a class

3. Click Save or Save/Close and republish your website

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Create a custom CSS style in a web form
The Web Forms for Marketers module contains CSS styles that you can apply to form fields. Every field type has a default CSS style that is applied to it. You can
also create custom CSS styles

To create a custom CSS style:
1. In the Website\sitecore modules\Shell\Web Forms for Marketers\Themes\ folder, in the custom.css file, define a new CSS style

2. In the Content Editor, navigate to the sitecore/System/Modules/Web Forms for Marketers/Settings/Meta data/CSS Classes folder, and in the right pane click
Extended List Item

3. In the Message dialog box, enter the name of the CSS style, for example Short Date, and then click OK

4. In the right pane, in the Value field, enter the name of the CSS style. Click Save

You can now apply your custom CSS style to any form field in the Form Designer

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Export a web form to ASCX
Converting a web form to an .ascx file is good practice when you want to change the behavior or the appearance of a particular web form without affecting all other
web forms

Convert a web form to a .ascx file
To convert a web form to an .ascx file:
1. Open the Form Designer and in the Select a Form dialog, select the form you would like to export. Click OK

2. In the Form Designer, in the Export group, click To ascx to convert a form to an .ascx file. The code is displayed in the Export to .ascx file dialog

3. In the Export to .ascx file dialog, click Download to download the code as an .ascx file

Note
After you have converted a web form to an .ascx file, do not delete the web form item in the Content Tree. This item is required for the analytics reports

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You can use converting a web form to an .ascx file for showing or hiding a field in a web form depending on another field value

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Multisite implementation with web forms
The Web Forms for Marketers module supports multisite environments. This means that administrators can define different form locations and settings for different
websites. You can do this in the formsRoot attribute in the definition of the site in the .config files

The value of this attribute is a Sitecore path that defines:
• The folder that stores the forms in the current website

• The appearance and color settings for forms in the current website

• Access rights

The formsRoot parameter must contain either an item path or the ID of the target item. The target item must be based on the /sitecore/Templates/Web Forms for
Marketers/Forms Folder template

For example, this is how the formsRoot parameter is defined in the web.config file:

name="samplesite"
virtualFolder="/"
physicalFolder="/"
rootPath="/sitecore/content"
startItem="/forms" database="web" domain="extranet"
formsRoot="/sitecore/System/modules/Web Forms for Marketers/local forms"
..

This can be defined in the Sitecore.Forms.config file using the ID:


{F1F7AAB6-C8CE-422F-A214-F610C109FA63}



To ensure that there are no duplicated values, you should define the formsRoot parameter in the \App_Config\Include\Sitecore.Forms.config file

When the formsRoot attribute is not defined for a website, new forms are stored in the content tree, in the /sitecore/System/Modules/Web Forms for Marketers/Local
Forms folder

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Reinstall the Web Forms for Marketers module
You can reinstall the Web Forms for Marketers module to make sure all the files and items are correct. The files and items can become corrupt during an unsuccessful
upgrade

Note
When you reinstall the module, all the save action parameters are reset to their default values

To reinstall the module and save all of the created web forms:
1. Create a Sitecore package that contains all the web forms that you have created

2. Back up the module database

3. If you modified the Sitecore.Forms.config file, back up this file

4. Install the Web Forms for Marketers installation package

◦ Click Overwrite all when prompted

◦ Click Continue always when prompted

5. When you finish the installation, install a package with web form items

6. Restore the module database

7. Restore the Sitecore.Forms.config file

8. Now you must configure the save action parameters because they have been reset to default values. For example, in the Send Email Message save action, set
the host parameter

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Run web forms in live mode
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In Sitecore, you can run a website directly from the Master database – this is referred to as running in live mode. Running in live mode eliminates the need to publish
content and is similar to viewing a website in the Preview client

A website that is configured to run in live mode functions exactly like a normal website. Live mode respects all publishing restrictions and workflows in the same
way that a default website supports these features

To run the Web Forms for Marketers module in live mode, edit the web.config file:
1. In the relevant section, change database="web" to database="master"

2. In the section, change database="web" to database="master"

The section of your web.config file should look like this:

..

..

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Select placeholders shown in the Placeholder List
A placeholder is an object in Sitecore that serves as an anchor point for other presentation objects and they allow content blocks to be added in predefined positions

Every placeholder is named using its “key” attribute. Renderings and sub-layouts can be associated with placeholders based on the placeholder key

The Insert a New Form wizard only allows you to add web forms to placeholders that have Placeholder Settings items. A user who adds a new form must have write
access to an item where the form is added, in order to see placeholders in the Placeholder List. This enables developers and website administrators to define which
placeholders can contain a form

The Restricting Placeholders wizard helps you select the list of placeholders that are shown in the Placeholder List of the Insert a New Form wizard

1. To open the Restricting Placeholders wizard, on the Sitecore Desktop, click the Sitecore Start button, All Applications, Web Form for Marketers, and then click
Restricting Placeholders

The Selected field, lists the placeholders that users can add a new form to

2. To add a placeholder from the All section to the Selected section, select a placeholder and click

3. To remove a placeholder from the Selected section, click . When you click OK, all the changes are saved

Note
To add a placeholder to the All section in the Restricting Placeholders dialog, you must create a new placeholder under the Sitecore/Layout/Placeholder
Settings item in the content tree

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The security roles in the Web Forms for Marketers module
To configure the access that a user has to the features in the Web Forms for Marketers module, you can assign the necessary access rights through the security roles
described in this topic

To give access to all the features in the module, you can assign the following roles to a user:
• Sitecore Marketer Form Author
• Sitecore Client Developing
• Sitecore Client Securing
The following roles are relevant to Web Forms for Marketers module users:
Role Description
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Sitecore Client Forms Allows the user to:
Author
• Create a new form

• Edit an existing form

• View the Form Reports

Sitecore Client
Allows the user to convert a web form to an .ascx file, in order to change the behavior or appearance of a web form

Developing
Allows the user to:
Analytics Maintaining • Enable or disable form dropout tracking and associate goals with web forms

• Associate a new profile card with an item

• Access reports of Sitecore Engagement Analytics (SEA)
Inherits access rights from the following roles:
Sitecore Marketer Form
• Sitecore Client Forms Author
Author
• Analytics Maintaining
• Analytics Reporting
Allows the user to:
Sitecore Client Securing • Edit the Create User save action

• Edit the Edit Role Membership save action

• Edit the Change Password save action

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Uninstall the Web Forms for Marketers module
The Web Forms for Marketers module can be uninstalled by removing all the related files and items from Sitecore. You can also reinstall the module, if necessary

To uninstall the Web Forms for Marketers module:
1. In the Master database, delete the following items:
◦ /sitecore/layout/Renderings/Modules/Web Forms for Marketers
◦ /sitecore/Media Library/Web Forms for Marketers
◦ /sitecore/System/Modules/Web Forms for Marketers
◦ /sitecore/System/Marketing Center/Goals/Leave a message
◦ /sitecore/System/Marketing Center/Goals/Tell a Friend
◦ /sitecore/System/Settings/Rules/Web Forms for Marketers Conditions
◦ /sitecore/System/Settings/Analytics/Reports/Subreports/Web Forms for Marketers Reports
◦ /sitecore/System/Settings/Analytics/Reports/Subreports/Web Forms for Marketers Detailed Reports
◦ /sitecore/Templates/Branches/Web Forms for Marketers
◦ /sitecore/Templates/Web Forms for Marketers
◦ All report items related to the Web Forms for Marketers module, located in the /sitecore/System/Settings/Analytics/Reports SQL Queries folder with the
icon
◦ All the goal items related to the Web Forms for Marketers module, located in the /sitecore/System/Marketing Center/Goals folder
2. In the Core database, delete the following items:
◦ /sitecore/content/Applications/Content Editor/Ribbons/Chunks/Forms
◦ /sitecore/content/Applications/Content Editor/Ribbons/Contextual Ribbons/Forms
◦ /sitecore/content/Applications/Content Editor/Ribbons/Strips/Presentation/Forms
◦ /sitecore/content/Applications/Modules/Web Forms for Marketers
◦ /sitecore/content/Applications/WebEdit/Custom Experience Buttons/Edit Form
◦ /sitecore/content/Documents and settings/All users/Start menu/Programs/Web Forms for Marketers
3. In the file system, delete the following files:
◦ \App_Config\Include\Captcha.config
◦ \App_Config\Include\Sitecore.forms.config
◦ \bin\ MSCaptcha.dll
◦ \bin\ Sitecore.Forms.Core.dll
◦ \bin\ Sitecore.Forms.Custom.dll
◦ \bin\ System.Data.SQLite.dll
◦ \bin_x64\ System.Data.SQLite.dll
◦ WFFM databases in the \Data folder
◦ \layouts\system\ VisitorIdentificationExtension.aspx
◦ \sitecore\shell\Applications\Modules\Web Forms for Marketers
◦ \sitecore\shell\Themes\Standard\Default\WFM
◦ \sitecore\shell\Themes\Standard\Default\FormBuilder.css
◦ \sitecore\shell\Themes\Standard\Default\FormDataViewer.css
◦ \sitecore\shell\Themes\Standard\Default\MultiTreeView.css
◦ \sitecore\shell\Themes\Standard\Default\Placeholder.css
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◦ \sitecore\shell\Themes\Standard\Firefox\WFM
◦ \sitecore\shell\Themes\Standard\Firefox\FormBuilder.css
◦ \sitecore modules\Shell\Web Forms for Marketers
◦ \sitecore modules\Web\Web Forms for Marketers
4. Publish your website to apply the changes

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Add a field to a web form
The Web Forms for Marketers module contains a number of default field types that you can use to build your web forms. The set of fields defines the look and
purpose of a form and you can add a field to a new form or modify an existing one. You add a field to a web form through the Form Designer and you can group your
fields in sections to make your form more organized and easier for users to fill out. A form can also consist only of fields that are not grouped into sections

Each form field and section contain the following fields:
• Title: The title of the field that appears in the form
• Type: The type of field that appears; Simple, List or Complex type
• Required: Whether the visitor must fill out the relevant field
• Delete button: Deletes the field from the form
Besides adding fields, you can further personalize your web forms by configuring the submit button, configuring form verifications, as well as specifying save and
success actions

You can add a field or section to a form from the Experience Editor or from the Sitecore Desktop

To add a field or a section to a new form:
1. To open the form that you want to add a field or section to, in the Experience Editor, open the relevant webpage and find the relevant form. Click on the form
layout and the Form dialog box appears. Click the Edit Form in Form Designer icon

Note
From the Sitecore Desktop, click the Sitecore Start button – All Applications – Web Form for Marketers, and then click Form Designer and select the form that
you want to add the field or section to

2. In the Form Designer, click Add Field or Add Section

A new field or a new section is added to the form. You can edit its title, type, and whether the field is required. You can see the properties of the field in the
left-hand pane of the Form Designer. The list of properties depends on the type of the field selected, for example Single-Line Text

3. Click Save or Save/Close to save your form

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Create a different language version of a web form
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In the Web Forms for Marketers module, you can localize web forms by translating individual field names and other form information to other languages or dialects

The web forms created in the Web Forms for Marketers module can be fully translated into other languages. Multilanguage support is implemented for:
• Form fields and error messages
• Success pages and messages
Before you localize a web form, make sure that the required language is added to the Sitecore solution. Contact your Sitecore administrator if the language you need
is not available

This topic describes how to:
• Localize a web form field and error message
• Localize a save action, success message, or form verification message
Note
You can also add a list field to a web form and localize the predefined values of the list

Localize a web form field and error message
To localize a web form field and error message:
1. Open the relevant form in the Form Designer

2. In the Language group, click the current language to display a list of the language versions that are available and select the language you want to translate the
form to

3. Enter the translated text for the fields in the form. By default, the first time the form appears the field names are blank with a help text in the original language

Unnamed fields and sections are deleted from the form

Note
If you change the type of the field, it is also changed in every language version of the form. Changing the field type may result in the loss of the data stored in
the field

4. If a field has an error message that you want to translate, enter the translated text in the Error Message field

Localize a save action, success message, or form verification message
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To translate save actions, error messages, success messages, or form verification error messages into any language or redirect the visitor to a page in a specific
language:
1. Open the relevant form in the Form Designer

2. In the Language group, click the current language to display a list of the language versions that are available and select the language you want to translate the
form to

3. Click the Submit button and then click either Form Verification, Save Actions, or Success to open the relevant dialog box:
4. Either:
◦ For save actions or form verification, on the Error Messages tab, enter the translated text

◦ For a success action, either specify an alternative Success Page or enter the translated text in the Success Message field

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If you do not enter any text, the default message in English is displayed to the visitor

5. Click OK and save the changes to the web form

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Create a field rule in the Rule Set Editor
A set of one or more conditions and a corresponding action is called a rule. You can create conditions that identify the target audiences of your website and configure
actions that define the behavior of a web form if the conditions are met. If you created several conditions in the form field or section, the module processes all the
conditions. Conditions are processed in a top-down order

To create a field condition and a corresponding action:
1. In the Experience Editor, click on the relevant web form and a Form dialog box appears

2. Click Edit form in Form Designer and the Form Designer appears

3. In the Form Designer, select the relevant web form field and on the left pane, in the Rules section, click Edit

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4. In the Rule Set Editor dialog box, in the Select the conditions for the rule field, select one or more conditions

5. The selected conditions appear in the Rule description section

6. In the Select the actions for the rule field, select the action that you want the web form to perform if the conditions are met. The available field actions are:
Field action Description
Hide element Hides a field or a section for the current website visitor
Use the default value from specific URL query string Reads the value of the specific parameter in the query string and makes it the current field value
Reads the value of the specific parameter in the user profile of the current website visitor and makes
Use the default value from user profile specific field
it the current field value
Use the default value from specific visitor tag Reads the value of the specific visitor tag in the DMS database and makes it the current field value
7. The selected action appears in the Rule description section

8. Click the underlined keywords to change or set the values. You can configure conditions using keywords, such as 'compares to', 'is greater than', 'starts with',
and so on. Keywords in red indicate that you must click the keyword and enter a value. Use one of the following methods to set the keyword:
◦ Click the keyword and enter the value. For example, expression, specific country, and so on

◦ Click the keyword and choose an alternative keyword. For example, compares to, where, and so on

To reinstall the module and save all of the created web forms: 1.Create a Sitecore package that contains all the web forms that you have created. 2.Back up the module database. 3.If you …

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Frequently Asked Questions

What is sitecore forms?

Sitecore Forms was first introduced to the Sitecore Experience Platform version 8 as the replacement for the staple forms application Web Forms for Marketers (WFFM). Since Sitecore version 9.1 however, WFFM has been deprecated and replaced with Sitecore Forms.

What happened to webforms for marketers?

Web Forms For Marketers was deprecated with the release of Sitecore XP 9.1 Download Web Forms For Marketers 9.0 rev. 180503 (Update-2) Download Web Forms For Marketers 9.0 rev. 171209 (Update-1)

What happened to wffm in sitecore?

Since Sitecore version 9.1 however, WFFM has been deprecated and replaced with Sitecore Forms. The Sitecore Forms application is a powerful tool that enables you to construct web forms on your site without needing developer intervention.