Sitecore XM Cloud Forms - Basics
Sitecore XM Cloud Forms
We always
need to capture User Inputs from our websites, it is the basic need of
marketers to capture information and that is done using forms.
With the
earlier versions of Sitecore Platform, we used to install an external module
named Web Forms for Marketers (WFFM) on top of the Sitecore installation for
forms building as it was not present out of the box.
With the
release of Sitecore Platform 9 and later versions, forms were an integral part
of it.
We can use
Sitecore Forms to construct web forms to record information provided by the
user and can capture that for later use. This detail is basically stored in the
Sitecore database and can be extracted through reports.
With the
release of Sitecore XM cloud, it follows headless architecture and there are no
CD servers available, therefore no place to capture the user inputs. And hence
there is a need for some SaaS solution to fill out that gap.
Composable
Forms Builder is available with Sitecore XM Cloud, it is an app that
enables us to design and create forms. The form can be added within a webpage
like any other component. Forms use webhooks to send data to 3rd party
applications without capturing or storing it. Webhooks basically pass a payload
of captured information to other systems.
On the Sitecore
XM cloud launchpad, we can find Forms application.
To create a new form, just click on Create new option from the top right corner, give it a name and save.
Here we see different options like
-
Template
library – It displays 5 XM cloud forms templates available out of the box, to
use directly.
- Layouts – we can select any layout to build the form from scratch.
- Items – It shows all available fields that can easily drag and drop on the canvas for form building.
- Options – To add styling in the forms an fileds
So we can create a basic contact us form by adding Name, Email and Comments.
Currently the form is in Draft state, after building the form you can save it. To Save and Activate the form we must need to define a webhook for the submit action to be performed like – display a message, redirect to a URL, send an email etc.
Once the form is Activated, we cannot edit or even delete it. We can duplicate the form for reuse.
See how to create a webhook here 😊
Please write steps to define webhooks.
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