Modified on Tue, 12 Sep 2023 at 11:06 PM

webform builder


Webforms connect your public-facing website with your Actionstep system and allow you to quickly and easily create forms that will post data directly into Actionstep. The submitted records are posted into a safety zone first, allowing you to review the information before creating or updating matters from them. 

Each Webform is linked to a specific matter type and can display fields from the parties and the custom data defined for that matter type. 

Webforms can be used for all sorts of data-capture requirements. Examples include sales inquiries, "contact us" pages, survey results, support requests and requests for further information.  

Webforms remove the technical barriers to linking your website to your production system. No technical knowledge is required. All you need is the appropriate permission in Actionstep and access to your website content management system.


Menu Permissions

To hide Webform menu items and notifications go to Admin > Permissions > Menu Permissions > Actionstep_Main_Menu and uncheck the box below "Webforms" for the corresponding system role.



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