Drupal Webform Module Setup for Forms

Drupal Webform Module Setup for Forms

Webform is the most functional forms module for Drupal. Form builder with 50+ element types, conditional logic, multi-step forms, submission handlers (email, webhook, CRM), export answers to CSV/Excel.

Installation

composer require drupal/webform
drush en webform webform_ui -y
drush cr

Creating a Form

Structure → Webforms → Add webform. Name, machine name, description.

Form builder: Elements → add fields by dragging or button. Element types:

• Text: Textfield, Textarea, Email, Tel, URL, Number
• Choice: Select, Radios, Checkboxes, Buttons
• Date/time: Date, Time, DateTime
• Files: File, Managed file
• Complex: Address, Composite element, Signature
• Containers: Fieldset, Details, Section, Flexbox

YAML Element Configuration

Webform stores form structure in YAML, enabling git versioning:

# contact_form.webform configuration
elements: |
  name:
    '#type': textfield
    '#title': 'Name'
    '#required': true
    '#maxlength': 100
  email:
    '#type': email
    '#title': 'Email'
    '#required': true
  phone:
    '#type': tel
    '#title': 'Phone'
    '#input_mask': '+1 (999) 999-9999'
  message:
    '#type': textarea
    '#title': 'Message'
    '#required': true
    '#minlength': 10
    '#rows': 5
  department:
    '#type': select
    '#title': 'Department'
    '#options':
      sales: Sales
      support: Support
      other: Other

Conditional Logic

  company_name:
    '#type': textfield
    '#title': 'Company Name'
    '#states':
      visible:
        ':input[name="client_type"]':
          value: business
      required:
        ':input[name="client_type"]':
          value: business

Email Handler

Settings → Emails/Handlers → Add Email:

• To: [webform_submission:values:email] (dynamic from form)
• Subject: New submission from [webform_submission:values:name]
• Body: use template with Drupal tokens

Webhook Handler

composer require drupal/webform_rest
drush en webform_rest -y

Or custom handler:

// src/Plugin/WebformHandler/CrmWebformHandler.php
namespace Drupal\mymodule\Plugin\WebformHandler;

use Drupal\webform\Plugin\WebformHandlerBase;
use Drupal\webform\WebformSubmissionInterface;

/**
 * @WebformHandler(
 *   id = "crm_integration",
 *   label = @Translation("CRM Integration"),
 *   category = @Translation("External"),
 *   description = @Translation("Sends submission to CRM"),
 *   cardinality = WebformHandlerBase::CARDINALITY_SINGLE,
 *   results = WebformHandlerBase::RESULTS_PROCESSED,
 * )
 */
class CrmWebformHandler extends WebformHandlerBase {
    public function postSave(WebformSubmissionInterface $webform_submission, bool $update): void {
        $data = $webform_submission->getData();

        \Drupal::httpClient()->post('https://crm.example.com/api/leads', [
            'json' => [
                'name'    => $data['name'],
                'email'   => $data['email'],
                'message' => $data['message'],
                'source'  => 'drupal-webform',
            ],
        ]);
    }
}

Inserting Form on Page

{# In twig template #}
{{ drupal_entity('webform', 'contact_form') }}

Or via block: Structure → Block placement → Webform block.

Export Answers

Webforms → [form] → Results → Download. Formats: CSV, Excel, JSON. Supports filtering by date and status.

Timeline

Creating and configuring a form with email handler and basic conditional logic — 3–5 hours. Custom CRM integration handler — plus 1–2 days.