Webforms

By adding a webform to your app, you can get data into Podio from an external source, such as your website.

Webforms can be used for many different purposes. Some common examples are:

  • Use an Attendees app with a webform to gather submissions to your event. 
  • Use a Requests app with a webform to get contact form postings from your website's "Contact Us" section.
  • Use a Candidates app to get candidates for your next job opening into your Recruitment workflow. 

All apps have a webform that can be used to submit items into the app. To access the webform link as well as the webform settings, click the wrench icon to the right of your app, and select "Webform".

wrench.png

Here is a quick video showing how to set up webforms in your app: 

 

For advanced and CSS-savvy people, you can add your own CSS to style the webforms to look the way you want. Click "Theme" and there's a box to add your own CSS to your Podio webforms.

Tip if you want to embed the webform on your website you need to enter the domain of your website both with www. and without www. in Podio. So www.websitename.com and websitename.com.

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Comments

  • Profile_image_249555211_1544
    Lorna Pettifer

    Hello!

    I have created a webform and used an app reference to a database/CRM in another workspace to link records. In this case it is linking 'School Name' and there are 1200+ schools in our database. In the webform it only shows A-D therefore a small proportion of the school name options. Is there a limit on the drop down numbers???

    How can I make this work?

    Cheers

    Lorna

  • Profile_image_237667413_1544
    Jacquelyn May

    Hi Lorna! For now it's limited to 300 items, but we are looking into changing that. Sorry for the trouble! 

    /Jacquelyn - Podio

  • Profile_image_237042501_1544
    Scott Love

    Great stuff!  Can I receive a notification or Podio email everytime someone submits a webform to me?  I'm using it for expense reimbursement requests.....thanks!  Scott

  • Profile_image_237667413_1544
    Jacquelyn May

    Hi Scott! You sure can - just be sure you are following the app (via the blue icon in the upper right from the app). Once you do that, you'll receive a notification each time a new item is created. 

    /Jacquelyn - Podio

  • Profile_image_237042501_1544
    Scott Love

    Beautiful!  Thanks

  • Profile_image_260588186_1544
    Asle Benoni

    I try to add an app to create a survey form but I only see the button "Save app" and not "Save and share" as in the video. What am I doing wrong?

  • Profile_image_238404351_1544
    Sara Høeg

    Hi Asle,

    Good question. The video is actually a bit old and we changed the interface since, which is why you are not able to find the same. You can simply save the app. Then click the wrench icon in right corner of the app and choose webform. Now you can proceed. I have attached a screenshot of how this looks:

    Sk_rmbillede_2012-09-07_kl._14.34.48.png

  • Profile_image_260588186_1544
    Asle Benoni

    I eventually found that out myself :-) Thanks for your fast reply!

  • Profile_image_260588186_1544
    Asle Benoni

    Hi, I want to try to use a webform instead of a Questionpro form that I am using today. I want registrations to go to my app. Is it possible to have dynamic form fields. I have a field for e-mail and an alternative e-mail field. The user checks "Use my e-mailaddress". When this is checked the alternative e-mail field is hidden. So checking a field hides or shows another field. Is that possible and how?

  • Profile_image_260588186_1544
    Asle Benoni

    Also another question. I want some fields to show in Podio but not on the webform. I.ex. the user registration includes all fields except a field "Status". When I view the form in Podio I can check the "Status" field, waiting, complete etc. but I don't want that field to show on the webform. I can only see in the "web form" that I can check or uncheck a field to be shown but I want to field to show always when viewing i.ex. the badge in Podio. In that way I can show all registrations and easily choose status. Now I have to open each badge to edit it.

  • Profile_image_237667413_1544
    Jacquelyn May

    Hi Asle - it is not possible to have the webform dynamically update. The fields will always appear the same and won't change based on user input.

    I think you have answered your own question with your second point - you can just uncheck the "Status" box from your webform settings, and that will no longer appear on the webform. The field will still be shown from the app within Podio. That is what you're hoping to do, right?

    /Jacquelyn - Podio

  • Profile_image_260588186_1544
    Asle Benoni

    Thanks Jacquelyn, yes I found it out ;-)
    But I wonder what plans you have for web forms. It would be so nice to have more functions like dynamic checkboxes and to use web forms to get data directly into podio. Or should I still use a survey tool specially for that like questionpro?

  • Profile_image_238404351_1544
    Sara Høeg

    Hi Asle,

    You can use a webform to get data directly in Podio? When people fill out the form/survey/questions the data will go directly in the app in Podio.

    // Best, Sara - Podio

  • Profile_image_222278481_1544
    niccoló gros-pietro

    Hi,

    is it possible to insert an hidden field or autofill a field with an id in the link to the form?

    let's say i send a link for a satisfaction survey to customers, i would like to identify customers without they have to insert manually their mail or name. 

  • Profile_image_237667413_1544
    Jacquelyn May

    Hi Niccoló - no this is not possible. Each webform will only have on link to it.

    /Jacquelyn - Podio

  • Profile_image_260588186_1544
    Asle Benoni

    Just another question that I could not find an answer to. Is it possible to password protect the web form?

  • Profile_image_238404351_1544
    Sara Høeg

    Currently not possible unless you do it from your own website :) /Sara - Podio

  • Profile_image_268086873_1544
    Fabienne Salimi

    Hello,

    I am new to Podio. I used the share link of the web form without problem but for embeding the code it does not work.

    Am I correct in applying procedure as followss:

    1- enter my web site  wed domain (http://www.adepp.com)

    2- Copy the the code and paste in the " Snippet"

    If yes, why it doesn't work?

  • Profile_image_238404351_1544
    Sara Høeg

    Hi Fabienne, welcome to Podio. Try entering your website without http:// - enter www.adepp.com and adepp.com (without www.). If you still can't make it work please submit a support ticket here: https://help.podio.com/tickets/new or email support@podio.com.

    //Cheers, Sara - Podio

  • Profile_image_222278481_1544
    niccoló gros-pietro

    Can we translate the "thank you message" after a user submission?

  • Profile_image_222278481_1544
    niccoló gros-pietro

    sorry, found it in the creation page on right column. 

  • Profile_image_268086873_1544
    Fabienne Salimi

    I had some problems to embed the Podio webform in my web site. Working with Podio Helpdesk we found that following procedure should be followed:

    1- Click on webform from relevant App

    2- Click on "Save & Share" at the bottom of webform

    3- add both (www.mywebsite.extention and mywebsite.extention)

    4- Then click on "Done" on the pop up window

    5- Copy and paste the Webform Snippet in your web page

    6- Save your web page and publish it in your website

    If it doesn't work, we shoul leave the form page and click on the apps again, then go to webform, Click on Save & Share, add both www.adepp.com, adepp.com and then copy the snippet in our web page and publish the page.

    Happy working with Podio,

    Fabienne

  • Profile_image_268127556_1544
    Tes

    I have been adding a webform on my wix.com site, and it works ok from a desktop browser. However every time I access the form page from an iPad it crashes safari. Any idea what is causing this problem?

  • Profile_image_237042501_1544
    Scott Love

    Is there a way to make the Webform secure? I'd like to have sensitive data transmitted.  Is the only way by password protecting it on my website?

  • Profile_image_29289441_1544
    Gustav Jonsson

    Hey Tes, can you create a support ticket for this and give us the link to the form in the ticket? 

    https://help.podio.com/tickets/new is the URL.

    Thanks in advance, 

    /Gustav - Podio

  • Profile_image_29289441_1544
    Gustav Jonsson

    Hey Scott, maybe you can invite the people to a Podio workspace instead of having them fill out a webform?

    Otherwise you can password-protect the form behind some kind of password on your website, but I think that inviting people to Podio (if you're able to) would be the best way towards tighter security. 

    /Gustav - Podio

  • Profile_image_136516113_1544
    Pat Whelan

    Hey, is it possible to allow users to select multiple options from an app reference? Can it use the same interface as Podio itself?

  • Profile_image_29289441_1544
    Gustav Jonsson

    Hey Pat, good point, I'll add it as an input! 

    /Gustav - Podio

  • Fe766b67775a39636288a94c4aae7172?default=https%3a%2f%2fassets.zendesk.com%2fimages%2fframe_user
    Daniel Pinkelton

    Is the data collected with a webform able to be consolidated and downloaded into a spreadsheet?

  • Profile_image_29289441_1544
    Gustav Jonsson

    Hey Daniel, well the meaning of the webform is in one way to get the data direct into Podio, but then you can always export that data from the app to Excel, read about that here.

    Hope that helps! 

    /Gustav - Podio

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