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Webform User Options Tab (3)

Article ID: 1087
Last updated: 07 Sep, 2013

3. User Options Tab

The User Options tab allows you to configure selected features of the form that impact individual records, including: the record match settings, creation of new records, and group, activity campaign, and event assignments, .

Identifying existing records or creating new records

When an individual completes and submits the form, you can control how to identify whether the individual's record already exists in the database to ensure that the existing record is properly updated. You can also control whether or not to create new records when an exisitng record cannot be found.

Use the Record Match Settings feature to set the criteria for matching to existing records. When the individual completes and submits the form, the selected fields and criteria will be used to match the data elements entered via the webform to the data elements in the individual records in the database.

In the "Use To Match" column, select the field (or fields) to use in the matching process.

Once selected, determine how to match the form-entered data to the database fields.

Exact Match: Uses the entire word/phrase entered into the selected field on the webform and attempts to match it to the entire word/phrase stored in the respective database field.
First Word Match: Uses the first word entered into the selected field on the webform and attempts to match it to the first word stored in the respective database field.
Match First # of Characters: Uses the first n number of characters entered into the selected field on the webform and attempts to match it to the first n number of characters stored in the respective database field.

Other Information

Other Information determines what happens when a match is not found in the database.

When this option is enabled, it will add a new record to the database if a match is not found.


When this option is disabled, an error message will be displayed to the Webform visitor when a record is not found. The error message can be customized via a text box that appears when DISABLED is selected.

Assigning records to groups, activity campaigns, and/or events upon completing the form

When an individual completes and submits the form, you have the option to automatically assign that individual to a group, activity campaign, and/or an event for categorization, tracking, and searching purposes.

The groups (and categories), activity campaigns, and/or events must already be present in the database in order to assign them vie the form.

To assign an individual to a group upon form completion, Select the Group Category and the Group in the Assign to Category section.

          Categories and groups can be created by navigating to settings > add/edit groups

To assign an individual to an activity campaign upon form completion, select the activity campaign in the Assign to Campaign/Event section. 

         Activity Campaigns can be created by navigating to activities > new activity campaign...

To add an individual as a participant to an event upon form completion, select the event in the Assign to Campaign/Event section.

          Events can be created by navigating to events > new event...

Note that the end date of the activity campaigns and events must not have been reached in order for them to be available for assignment via the form. If the end date has already passed, they will not appear in the respective dropdown boxes.

Authentication

Authentication allows you to limit access to only users that have a current record in the database.

Turning on this feature will prompt users to log in with a Username and Password.

Available options for Username are:  firstname.lastname, Source ID, Voter ID, Email (Home/Work).

Password options are: Source ID, Voter ID, Password, Home Zip(5).

You also have the ability to make basic information fields read only and to provide login instructions.

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Article ID: 1087
Last updated: 07 Sep, 2013
Revision: 1
Views: 359
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