Using Webforms in Gryffin
Would you like to create forms which anyone can see on the internet, even if they are not registered to your Gryffin account?
These forms use your Modules as a template, and when users fill out the information, the data goes straight into Gryffin as a new project.
How do Webforms work?
Webfoms are connected to your workspaces. You need to go to your workspace admin to activate webforms, configure what fields people see, and to get the shareable URL. Once you’ve set up your webforms, you can share the URL with anybody.
Setting up your Webforms
Go to Admin > Modules and select the workspace you would like to work with, and click on “Edit Workspaces”.
From there you’ll see a list of your workspaces, and you’ll want to click on the icon for webform.
You will then see a preview of what the webform will look like, with the ability to customize it on the right hand side.
Start by Enabling your webform.
Next, click on “Choose Workspace Fields”.
This opens up to show the fields that belong to this workspace.
From here you can select what fields are visible when people view the webform.
You can further customize your form by enabling or disabling attachments, customizing the Title and Description of the form, Adding Spam Protection, and changing the text of the Button that people use to submit.
Finally, you’ll want to select what workflow will be used when people submit your form. Since a workspace can have multiple workflows, it’s important for you to select a worfklow so that new entries can immediately be tasked to a team member.
All you have to do is send users the Shareable link, and they can enter info that goes straight into your workspace. Here’s an example of what a recruitment form might look like:
For each of your workspaces, you can customize and enable your webform and share your links with the world.