Web Form
Overview
Web Form – Business Overview
The Web Form document is used in Dafater to collect information directly from customers, partners, or the public through online forms. It allows businesses to capture enquiries, requests, applications, or feedback without requiring users to log in or interact with internal systems.
In simple terms, Web Form is the bridge between your website visitors and your internal business processes.
What Web Form Is Used for in Business Operations
The Web Form enables businesses to: - Collect customer enquiries and requests - Accept applications, registrations, or submissions online - Capture leads and service requests automatically - Standardize information received from external users - Reduce manual data entry and follow-ups
All submitted information is stored securely and becomes part of Dafater’s business records, ready for review, approval, or further action.
Prerequisites and Setup Requirements
Before using Web Form, the business should: - Clearly define what information needs to be collected - Decide which business process the form supports (sales, support, HR, operations, etc.) - Ensure internal teams are ready to review and act on submitted information - Assign responsibility for monitoring and responding to submissions - Prepare clear instructions or descriptions for users filling out the form
Proper planning ensures the Web Form collects useful, complete, and actionable data.
Typical Workflow and Business Process Fit
A common business workflow using Web Form looks like this:
Form Creation
The business creates a Web Form designed for a specific purpose, such as an enquiry, application, or request.Public Access
The form is made available on the company website or shared via a direct link.User Submission
Customers or external users fill in the form and submit their information.Internal Review
The submitted data is automatically recorded in Dafater and becomes visible to the relevant team.Action and Follow-Up
The team reviews the submission, contacts the user if needed, and continues the process (sales follow-up, service delivery, approval, or rejection).
This workflow ensures smooth interaction between external users and internal business teams.
Key Business Scenarios Where Web Form Is Essential
The Web Form is especially valuable in the following scenarios:
- Sales and Marketing: Capturing leads, product enquiries, or demo requests
- Customer Support: Receiving service requests, complaints, or feedback
- Human Resources: Accepting job applications or employee requests
- Operations: Collecting vendor details, partner registrations, or service applications
- Compliance and Administration: Gathering declarations, confirmations, or formal submissions
In each case, Web Form reduces manual communication and improves response time.
Important Considerations for Users
When using Web Form, businesses should keep the following in mind:
- Keep forms simple and focused to avoid incomplete submissions
- Ask only for information that is truly needed
- Ensure clear instructions and labels for users
- Regularly monitor submissions to avoid delays in response
- Assign ownership so every submission is handled promptly
- Periodically review and improve the form based on user feedback
Well-designed Web Forms improve customer experience while making internal processes faster and more reliable.
Summary
The Web Form document in Dafater is a powerful tool for collecting information directly from external users in a structured and efficient way. It supports better communication, faster response times, and smoother business operations by connecting your website audience with your internal teams and workflows.
Basic Information
- Module: Website
- Document Type: Document
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| title | Title | Data | ✓ | - | Display name of the web form for users |
| route | Route | Data | - | URL path where the web form is accessible | |
| published | Published | Check | - | Controls whether the web form is publicly visible | |
| doc_type | Select DocType | Link | ✓ | DocType | Dafater DocType where submitted data will be stored |
| module | Module | Link | Module Def | Dafater module under which this web form belongs | |
| is_standard | Is Standard | Check | - | Indicates whether this is a standard Dafater web form | |
| introduction_text | Introduction | Text Editor | - | Introductory content shown at the top of the web form | |
| webformfields | Web Form Fields | Table | Web Form Field | Defines fields displayed and captured in the web form | |
| anonymous | Anonymous responses | Check | - | Allows submissions without identifying the user | |
| login_required | Login required | Check | - | Restricts form access to logged-in users only | |
| applydocumentpermissions | Apply Document Permissions | Check | - | Applies Dafater document permission rules to submissions | |
| allow_edit | Allow Editing After Submit | Check | - | Allows users to edit submissions after saving | |
| allow_multiple | Allow Multiple Responses | Check | - | Allows users to submit the form multiple times | |
| allow_delete | Allow Delete | Check | - | Allows users to delete their submitted records | |
| allow_incomplete | Allow Incomplete Forms | Check | - | Allows saving and submitting incomplete form entries | |
| allow_comments | Allow Comments | Check | - | Enables comments on submitted web form records | |
| allow_print | Allow Print | Check | - | Allows users to print submitted form details | |
| print_format | Print Format | Link | Print Format | Defines print layout for submitted web form records | |
| maxattachmentsize | Max attachment size | Int | - | Maximum allowed file size for uploaded attachments | |
| show_attachments | Show Attachments | Check | - | Displays uploaded attachments on the web form | |
| allowedembeddingdomains | Allowed embedding domains | Small Text | - | Domains permitted to embed this web form | |
| condition_description | Condition description | HTML | Multiple webforms can be created for a singl... |
Explanation of filters applied to web form records | |
| condition_json | Condition JSON | JSON | - | JSON conditions to filter displayed or listed records | |
| listsettingmessage | List setting message | HTML | - | Informational message shown above the records list | |
| show_list | Show List | Check | - | Displays list of submitted records to the user | |
| list_title | Title | Data | - | Title displayed above the submitted records list | |
| list_columns | List Columns | Table | Web Form List Column | Columns shown in the submitted records list view | |
| show_sidebar | Show Sidebar | Check | - | Displays a sidebar on the web form page | |
| website_sidebar | Website Sidebar | Link | Website Sidebar | Sidebar configuration used on the web form page | |
| button_label | Submit button label | Data | - | Custom label for the form submit button | |
| banner_image | Banner Image | Attach Image | - | Banner image displayed at the top of the form | |
| breadcrumbs | Breadcrumbs | Code | - | Navigation breadcrumbs shown on the web form page | |
| success_title | Success title | Data | - | Title displayed after successful form submission | |
| success_url | Success URL | Data | - | Redirect URL after successful form submission | |
| success_message | Success message | Text | - | Message shown to users after successful submission | |
| meta_title | Meta title | Data | - | SEO title for the web form page | |
| meta_description | Meta description | Small Text | - | SEO description for the web form page | |
| meta_image | Meta image | Attach Image | - | Image used for SEO and social sharing | |
| client_script | Client script | Code | Javascript | Custom JavaScript executed on the web form | |
| custom_css | Custom CSS | Code | CSS | Custom CSS styling applied to the web form | |
| currency | Currency | Link | Currency | Currency used for payment amounts on the form | |
| amount_field | Amount Field | Select | - | Field used to calculate payment amount dynamically | |
| paymentbuttonhelp | Button Help | Text | - | Helper text shown near the payment button | |
| amountbasedon_field | Amount Based On Field | Check | - | Determines if amount is calculated from a field | |
| amount | Amount | Currency | - | Fixed payment amount to be charged | |
| payment_gateway | Payment Gateway | Link | Payment Gateway | Dafater payment gateway used to collect payments | |
| paymentbuttonlabel | Button Label | Data | - | Label displayed on the payment button | |
| accept_payment | Accept Payment | Check | - | Enables payment collection through the web form |
Child Tables
Web Form Fields (Web Form Field)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| fieldname | Field | Select | - | Select the Dafater document field to include in the web form | |
| fieldtype | Fieldtype | Select | Attach, Attach Image, Check, Currency, Color, D... | Defines the input type and data behavior for the web form field | |
| label | Custom Label | Data | - | Custom display label shown to users on the Dafater web form | |
| allowreadonalllink_options | Allow Read On All Link Options | Check | - | Allow users to view all linked records in Dafater | |
| reqd | Mandatory | Check | - | Mark this field as mandatory for web form submission | |
| read_only | Read Only | Check | - | Restrict users from editing this field in the web form | |
| showinfilter | Show in filter | Check | - | Allow this field to appear as a filter option | |
| hidden | Hidden | Check | - | Hide this field from users on the web form | |
| options | Options | Text | - | List of selectable values or configuration options for the field | |
| max_length | Max Length | Int | - | Maximum number of characters allowed in this field | |
| max_value | Max Value | Int | - | Maximum numeric value allowed for this field | |
| precision | Precision | Select | , 0, 1, 2, 3, 4, 5, 6, 7, 8, 9 | Number of decimal places allowed for numeric values | |
| depends_on | Display Depends On | Code | - | Condition controlling when the field is displayed | |
| mandatorydependson | Mandatory Depends On | Code | JS | Condition that makes the field mandatory when satisfied | |
| readonlydepends_on | Read Only Depends On | Code | JS | Condition that makes the field read-only when satisfied | |
| description | Description | Text | - | Help text displayed below the field for user guidance | |
| default | Default | Data | - | Default value automatically set when the form loads |
List Columns (Web Form List Column)
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| fieldname | Field | Select | ✓ | - | Select Dafater field to display as a list column. |
| fieldtype | Fieldtype | Data | - | Shows Dafater field data type for rendering and formatting. | |
| label | Custom Label | Data | - | Custom column label shown to users in Dafater web forms. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| Website Manager | ✓ | ✓ | ✓ | ✓ |
Related DocTypes
| DocType | Relationship | Module |
|---|---|---|
| HR Settings | Linked from | HR |
| Currency | Links to | Geo |
| Module Def | Links to | Core |
| Payment Gateway | Links to | Payments |
| Print Format | Links to | Printing |
| Website Sidebar | Links to | Website |