Saturday, December 2, 2017

Sitecore 9- Forms - Step by Step details to create and configure a new page through experience editor and capture the data.

Webforms is a new feature introduced in Sitecore 9, it's the type of replacement of WFFM.

This section will cover below points.

1. Key benefits of Sitecore Forms.
2. Steps to create a new form.
3. Setup layout, rendering, and control to use the Experience editor.
4. Create a new page.
5. Capture user data
6. Followed by sample code.

Key benefits.

1. More dynamic UI to generate the forms.
2. Field level customization.
3. Track each field performance through goal and analytics.
4.  Lot of fields, lists, and security options are available.
5. Can be easily used through the Experience editor.
6. Can be extended or easily customized.
7. xConnect configuration - This is an important benefit, As the data can easily capture through the xConnect and that is going to be a leading or key areas in upcoming days.


Steps to create a new form.

Login into Sitecore and go to Form section.


Click on ad new form section

Design your form, Here single field and list option can be added easily.

All new forms can be found in the content tree node.



Setup layout, rendering, and control to use the Experience editor.

Create a new layout and there is a defualt rendering available for the webform, I have set up a test project here.


 Setup this layout on the content and choose the web form rendering.


Enable the placeholder settings, based on the project requirements.


Open content in experience editor and set up the form.



Publish the page and it will be available at the front end.



Capture user data 

Sitecore.ExperienceForms can be extended to write custom logic or any operations, I have added a sample code where this can be achieved.

https://github.com/jitendrasoni/SitecoreForms

Official document and reference:-
https://doc.sitecore.net/sitecore_experience_platform/digital_marketing/sitecore_forms?roles=all


Reference video for this article -



1 comment:

  1. I have a doubt, I performed all the steps mentiond but when i browse the page where the Form rendering is added it always throws an error as:
    The controller for path 'Itempath' was not found or does not implement IController.

    I am using sitecor 9.1 is there any way to resolve this error?

    ReplyDelete