web-forms

Frappe Web Forms

Build public-facing web forms for data collection, submissions, and customer self-service.

When to use

• Creating forms for external users (no Desk access)
• Building support/ticket submission forms
• Collecting customer feedback or registrations
• Enabling self-service data entry portals
• Replacing simple portal pages with form-based workflows

Inputs required

• Target DocType for form submissions
• Which fields to expose on the web form
• Authentication requirements (login required vs guest)
• Whether users can edit/resubmit entries
• File upload requirements

Procedure

0) Prerequisites

Ensure the target DocType exists and has the fields you want to expose.

1) Create the Web Form

1. Type "new web form" in the awesomebar
2. Enter a Title (becomes the URL slug)
3. Select the DocType for record creation
4. Add introduction text (optional, shown above the form)
5. Click "Get Fields" to import all fields, or add fields manually
6. Set field order and which are required
7. Publish the form

2) Configure settings

Setting	Purpose
Login Required	Require authentication before form access
Allow Edit	Let users edit their submitted entries
Allow Multiple	Let users submit more than one entry
Show as Card	Display in card layout style
Max Attachment Size	Limit file upload sizes
Success URL	Redirect after successful submission
Success Message	Custom message after submission

3) Make it a Standard Web Form (app-bundled)

Check "Is Standard" (visible in Developer Mode) to export the form as files:

my_app/
└── my_module/
    └── web_form/
        └── contact_us/
            ├── contact_us.json    # Web form metadata
            ├── contact_us.py      # Server-side customization
            └── contact_us.js      # Client-side customization

4) Add server-side customization

# contact_us.py
import frappe

def get_context(context):
    """Add custom context variables to the web form."""
    context.categories = frappe.get_all("Support Category",
        filters={"enabled": 1},
        fields=["name", "label"],
        order_by="label asc"
    )

def validate(doc):
    """Custom validation before the document is saved."""
    if not doc.email:
        frappe.throw("Email address is required")

    # Prevent duplicate submissions
    existing = frappe.db.exists("Support Ticket", {"email": doc.email, "status": "Open"})
    if existing:
        frappe.throw("You already have an open ticket. Please wait for a response.")