Form builder customisation¶
For a basic usage example see form builder usage.
Custom form submission model¶
If you need to save additional data, you can use a custom form submission model. To do this, you need to:
Define a model that extends
wagtail.contrib.forms.models.AbstractFormSubmission
.Override the
get_submission_class
andprocess_form_submission
methods in your page model.
Example:
import json
from django.conf import settings
from django.db import models
from modelcluster.fields import ParentalKey
from wagtail.admin.panels import (
FieldPanel, FieldRowPanel,
InlinePanel, MultiFieldPanel
)
from wagtail.fields import RichTextField
from wagtail.contrib.forms.models import AbstractEmailForm, AbstractFormField, AbstractFormSubmission
class FormField(AbstractFormField):
page = ParentalKey('FormPage', on_delete=models.CASCADE, related_name='form_fields')
class FormPage(AbstractEmailForm):
intro = RichTextField(blank=True)
thank_you_text = RichTextField(blank=True)
content_panels = AbstractEmailForm.content_panels + [
FieldPanel('intro'),
InlinePanel('form_fields', label="Form fields"),
FieldPanel('thank_you_text'),
MultiFieldPanel([
FieldRowPanel([
FieldPanel('from_address', classname="col6"),
FieldPanel('to_address', classname="col6"),
]),
FieldPanel('subject'),
], "Email"),
]
def get_submission_class(self):
return CustomFormSubmission
def process_form_submission(self, form):
return self.get_submission_class().objects.create(
form_data=form.cleaned_data,
page=self, user=form.user
)
class CustomFormSubmission(AbstractFormSubmission):
user = models.ForeignKey(settings.AUTH_USER_MODEL, on_delete=models.CASCADE)
Add custom data to CSV export¶
If you want to add custom data to the CSV export, you will need to:
Override the
get_data_fields
method in page model.Override
get_data
in the submission model.
The example below shows how to add a username to the CSV export. Note that this code also changes the submissions list view.
import json
from django.conf import settings
from django.db import models
from modelcluster.fields import ParentalKey
from wagtail.admin.panels import (
FieldPanel, FieldRowPanel,
InlinePanel, MultiFieldPanel
)
from wagtail.fields import RichTextField
from wagtail.contrib.forms.models import AbstractEmailForm, AbstractFormField, AbstractFormSubmission
class FormField(AbstractFormField):
page = ParentalKey('FormPage', on_delete=models.CASCADE, related_name='form_fields')
class FormPage(AbstractEmailForm):
intro = RichTextField(blank=True)
thank_you_text = RichTextField(blank=True)
content_panels = AbstractEmailForm.content_panels + [
FieldPanel('intro'),
InlinePanel('form_fields', label="Form fields"),
FieldPanel('thank_you_text'),
MultiFieldPanel([
FieldRowPanel([
FieldPanel('from_address', classname="col6"),
FieldPanel('to_address', classname="col6"),
]),
FieldPanel('subject'),
], "Email"),
]
def get_data_fields(self):
data_fields = [
('username', 'Username'),
]
data_fields += super().get_data_fields()
return data_fields
def get_submission_class(self):
return CustomFormSubmission
def process_form_submission(self, form):
return self.get_submission_class().objects.create(
form_data=form.cleaned_data,
page=self, user=form.user
)
class CustomFormSubmission(AbstractFormSubmission):
user = models.ForeignKey(settings.AUTH_USER_MODEL, on_delete=models.CASCADE)
def get_data(self):
form_data = super().get_data()
form_data.update({
'username': self.user.username,
})
return form_data
Check that a submission already exists for a user¶
If you want to prevent users from filling in a form more than once,
you need to override the serve
method in your page model.
Example:
import json
from django.conf import settings
from django.db import models
from django.shortcuts import render
from modelcluster.fields import ParentalKey
from wagtail.admin.panels import (
FieldPanel, FieldRowPanel,
InlinePanel, MultiFieldPanel
)
from wagtail.fields import RichTextField
from wagtail.contrib.forms.models import AbstractEmailForm, AbstractFormField, AbstractFormSubmission
class FormField(AbstractFormField):
page = ParentalKey('FormPage', on_delete=models.CASCADE, related_name='form_fields')
class FormPage(AbstractEmailForm):
intro = RichTextField(blank=True)
thank_you_text = RichTextField(blank=True)
content_panels = AbstractEmailForm.content_panels + [
FieldPanel('intro'),
InlinePanel('form_fields', label="Form fields"),
FieldPanel('thank_you_text'),
MultiFieldPanel([
FieldRowPanel([
FieldPanel('from_address', classname="col6"),
FieldPanel('to_address', classname="col6"),
]),
FieldPanel('subject'),
], "Email"),
]
def serve(self, request, *args, **kwargs):
if self.get_submission_class().objects.filter(page=self, user__pk=request.user.pk).exists():
return render(
request,
self.template,
self.get_context(request)
)
return super().serve(request, *args, **kwargs)
def get_submission_class(self):
return CustomFormSubmission
def process_form_submission(self, form):
return self.get_submission_class().objects.create(
form_data=form.cleaned_data,
page=self, user=form.user
)
class CustomFormSubmission(AbstractFormSubmission):
user = models.ForeignKey(settings.AUTH_USER_MODEL, on_delete=models.CASCADE)
class Meta:
unique_together = ('page', 'user')
Your template should look like this:
{% load wagtailcore_tags %}
<html>
<head>
<title>{{ page.title }}</title>
</head>
<body>
<h1>{{ page.title }}</h1>
{% if user.is_authenticated and user.is_active or request.is_preview %}
{% if form %}
<div>{{ page.intro|richtext }}</div>
<form action="{% pageurl page %}" method="POST">
{% csrf_token %}
{{ form.as_p }}
<input type="submit">
</form>
{% else %}
<div>You can fill in the from only one time.</div>
{% endif %}
{% else %}
<div>To fill in the form, you must to log in.</div>
{% endif %}
</body>
</html>
Multi-step form¶
The following example shows how to create a multi-step form.
from django.core.paginator import Paginator, PageNotAnInteger, EmptyPage
from django.shortcuts import render
from modelcluster.fields import ParentalKey
from wagtail.admin.panels import (
FieldPanel, FieldRowPanel,
InlinePanel, MultiFieldPanel
)
from wagtail.fields import RichTextField
from wagtail.contrib.forms.models import AbstractEmailForm, AbstractFormField
class FormField(AbstractFormField):
page = ParentalKey('FormPage', on_delete=models.CASCADE, related_name='form_fields')
class FormPage(AbstractEmailForm):
intro = RichTextField(blank=True)
thank_you_text = RichTextField(blank=True)
content_panels = AbstractEmailForm.content_panels + [
FieldPanel('intro'),
InlinePanel('form_fields', label="Form fields"),
FieldPanel('thank_you_text'),
MultiFieldPanel([
FieldRowPanel([
FieldPanel('from_address', classname="col6"),
FieldPanel('to_address', classname="col6"),
]),
FieldPanel('subject'),
], "Email"),
]
def get_form_class_for_step(self, step):
return self.form_builder(step.object_list).get_form_class()
def serve(self, request, *args, **kwargs):
"""
Implements a simple multi-step form.
Stores each step into a session.
When the last step was submitted correctly, saves whole form into a DB.
"""
session_key_data = 'form_data-%s' % self.pk
is_last_step = False
step_number = request.GET.get('p', 1)
paginator = Paginator(self.get_form_fields(), per_page=1)
try:
step = paginator.page(step_number)
except PageNotAnInteger:
step = paginator.page(1)
except EmptyPage:
step = paginator.page(paginator.num_pages)
is_last_step = True
if request.method == 'POST':
# The first step will be submitted with step_number == 2,
# so we need to get a form from previous step
# Edge case - submission of the last step
prev_step = step if is_last_step else paginator.page(step.previous_page_number())
# Create a form only for submitted step
prev_form_class = self.get_form_class_for_step(prev_step)
prev_form = prev_form_class(request.POST, page=self, user=request.user)
if prev_form.is_valid():
# If data for step is valid, update the session
form_data = request.session.get(session_key_data, {})
form_data.update(prev_form.cleaned_data)
request.session[session_key_data] = form_data
if prev_step.has_next():
# Create a new form for a following step, if the following step is present
form_class = self.get_form_class_for_step(step)
form = form_class(page=self, user=request.user)
else:
# If there is no next step, create form for all fields
form = self.get_form(
request.session[session_key_data],
page=self, user=request.user
)
if form.is_valid():
# Perform validation again for whole form.
# After successful validation, save data into DB,
# and remove from the session.
form_submission = self.process_form_submission(form)
del request.session[session_key_data]
# render the landing page
return self.render_landing_page(request, form_submission, *args, **kwargs)
else:
# If data for step is invalid
# we will need to display form again with errors,
# so restore previous state.
form = prev_form
step = prev_step
else:
# Create empty form for non-POST requests
form_class = self.get_form_class_for_step(step)
form = form_class(page=self, user=request.user)
context = self.get_context(request)
context['form'] = form
context['fields_step'] = step
return render(
request,
self.template,
context
)
Your template for this form page should look like this:
{% load wagtailcore_tags %}
<html>
<head>
<title>{{ page.title }}</title>
</head>
<body>
<h1>{{ page.title }}</h1>
<div>{{ page.intro|richtext }}</div>
<form action="{% pageurl page %}?p={{ fields_step.number|add:"1" }}" method="POST">
{% csrf_token %}
{{ form.as_p }}
<input type="submit">
</form>
</body>
</html>
Note that the example shown before allows the user to return to a previous step, or to open a second step without submitting the first step. Depending on your requirements, you may need to add extra checks.
Show results¶
If you are implementing polls or surveys, you may want to show results after submission. The following example demonstrates how to do this.
First, you need to collect results as shown below:
from modelcluster.fields import ParentalKey
from wagtail.admin.panels import (
FieldPanel, FieldRowPanel,
InlinePanel, MultiFieldPanel
)
from wagtail.fields import RichTextField
from wagtail.contrib.forms.models import AbstractEmailForm, AbstractFormField
class FormField(AbstractFormField):
page = ParentalKey('FormPage', on_delete=models.CASCADE, related_name='form_fields')
class FormPage(AbstractEmailForm):
intro = RichTextField(blank=True)
thank_you_text = RichTextField(blank=True)
content_panels = AbstractEmailForm.content_panels + [
FieldPanel('intro'),
InlinePanel('form_fields', label="Form fields"),
FieldPanel('thank_you_text'),
MultiFieldPanel([
FieldRowPanel([
FieldPanel('from_address', classname="col6"),
FieldPanel('to_address', classname="col6"),
]),
FieldPanel('subject'),
], "Email"),
]
def get_context(self, request, *args, **kwargs):
context = super().get_context(request, *args, **kwargs)
# If you need to show results only on landing page,
# you may need check request.method
results = dict()
# Get information about form fields
data_fields = [
(field.clean_name, field.label)
for field in self.get_form_fields()
]
# Get all submissions for current page
submissions = self.get_submission_class().objects.filter(page=self)
for submission in submissions:
data = submission.get_data()
# Count results for each question
for name, label in data_fields:
answer = data.get(name)
if answer is None:
# Something wrong with data.
# Probably you have changed questions
# and now we are receiving answers for old questions.
# Just skip them.
continue
if type(answer) is list:
# Answer is a list if the field type is 'Checkboxes'
answer = u', '.join(answer)
question_stats = results.get(label, {})
question_stats[answer] = question_stats.get(answer, 0) + 1
results[label] = question_stats
context.update({
'results': results,
})
return context
Next, you need to transform your template to display the results:
{% load wagtailcore_tags %}
<html>
<head>
<title>{{ page.title }}</title>
</head>
<body>
<h1>{{ page.title }}</h1>
<h2>Results</h2>
{% for question, answers in results.items %}
<h3>{{ question }}</h3>
{% for answer, count in answers.items %}
<div>{{ answer }}: {{ count }}</div>
{% endfor %}
{% endfor %}
<div>{{ page.intro|richtext }}</div>
<form action="{% pageurl page %}" method="POST">
{% csrf_token %}
{{ form.as_p }}
<input type="submit">
</form>
</body>
</html>
You can also show the results on the landing page.
Custom landing page redirect¶
You can override the render_landing_page
method on your FormPage
to change what is rendered when a form submits.
In this example below we have added a thank_you_page
field that enables custom redirects after a form submits to the selected page.
When overriding the render_landing_page
method, we check if there is a linked thank_you_page
and then redirect to it if it exists.
Finally, we add a URL param of id
based on the form_submission
if it exists.
from django.shortcuts import redirect
from wagtail.admin.panels import FieldPanel, FieldRowPanel, InlinePanel, MultiFieldPanel
from wagtail.contrib.forms.models import AbstractEmailForm
class FormPage(AbstractEmailForm):
# intro, thank_you_text, ...
thank_you_page = models.ForeignKey(
'wagtailcore.Page',
null=True,
blank=True,
on_delete=models.SET_NULL,
related_name='+',
)
def render_landing_page(self, request, form_submission=None, *args, **kwargs):
if self.thank_you_page:
url = self.thank_you_page.url
# if a form_submission instance is available, append the id to URL
# when previewing landing page, there will not be a form_submission instance
if form_submission:
url += '?id=%s' % form_submission.id
return redirect(url, permanent=False)
# if no thank_you_page is set, render default landing page
return super().render_landing_page(request, form_submission, *args, **kwargs)
content_panels = AbstractEmailForm.content_panels + [
FieldPanel('intro'),
InlinePanel('form_fields'),
FieldPanel('thank_you_text'),
FieldPanel('thank_you_page'),
MultiFieldPanel([
FieldRowPanel([
FieldPanel('from_address', classname='col6'),
FieldPanel('to_address', classname='col6'),
]),
FieldPanel('subject'),
], 'Email'),
]
Customise form submissions listing in Wagtail Admin¶
The Admin listing of form submissions can be customised by setting the attribute submissions_list_view_class
on your FormPage model.
The list view class must be a subclass of SubmissionsListView
from wagtail.contrib.forms.views
, which is a child class of Django’s class based ListView
.
Example:
from wagtail.contrib.forms.models import AbstractEmailForm, AbstractFormField
from wagtail.contrib.forms.views import SubmissionsListView
class CustomSubmissionsListView(SubmissionsListView):
paginate_by = 50 # show more submissions per page, default is 20
ordering = ('submit_time',) # order submissions by oldest first, normally newest first
ordering_csv = ('-submit_time',) # order csv export by newest first, normally oldest first
# override the method to generate csv filename
def get_csv_filename(self):
""" Returns the filename for CSV file with page slug at start"""
filename = super().get_csv_filename()
return self.form_page.slug + '-' + filename
class FormField(AbstractFormField):
page = ParentalKey('FormPage', related_name='form_fields')
class FormPage(AbstractEmailForm):
"""Form Page with customised submissions listing view"""
# set custom view class as class attribute
submissions_list_view_class = CustomSubmissionsListView
intro = RichTextField(blank=True)
thank_you_text = RichTextField(blank=True)
# content_panels = ...
Adding a custom field type¶
First, make the new field type available in the page editor by changing your FormField
model.
Create a new set of choices which includes the original
FORM_FIELD_CHOICES
along with new field types you want to make available.Each choice must contain a unique key and a human readable name of the field, for example
('slug', 'URL Slug')
Override the
field_type
field in yourFormField
model withchoices
attribute using these choices.You will need to run
./manage.py makemigrations
and./manage.py migrate
after this step.
Then, create and use a new form builder class.
Define a new form builder class that extends the
FormBuilder
class.Add a method that will return a created Django form field for the new field type.
Its name must be in the format:
create_<field_type_key>_field
, for examplecreate_slug_field
Override the
form_builder
attribute in your form page model to use your new form builder class.
Example:
from django import forms
from django.db import models
from modelcluster.fields import ParentalKey
from wagtail.contrib.forms.forms import FormBuilder
from wagtail.contrib.forms.models import (
AbstractEmailForm, AbstractFormField, FORM_FIELD_CHOICES)
class FormField(AbstractFormField):
# extend the built in field type choices
# our field type key will be 'ipaddress'
CHOICES = FORM_FIELD_CHOICES + (('ipaddress', 'IP Address'),)
page = ParentalKey('FormPage', related_name='form_fields')
# override the field_type field with extended choices
field_type = models.CharField(
verbose_name='field type',
max_length=16,
# use the choices tuple defined above
choices=CHOICES
)
class CustomFormBuilder(FormBuilder):
# create a function that returns an instanced Django form field
# function name must match create_<field_type_key>_field
def create_ipaddress_field(self, field, options):
# return `forms.GenericIPAddressField(**options)` not `forms.SlugField`
# returns created a form field with the options passed in
return forms.GenericIPAddressField(**options)
class FormPage(AbstractEmailForm):
# intro, thank_you_text, edit_handlers, etc...
# use custom form builder defined above
form_builder = CustomFormBuilder
Custom render_email
method¶
If you want to change the content of the email that is sent when a form submits you can override the render_email
method.
To do this, you need to:
Ensure you have your form model defined that extends
wagtail.contrib.forms.models.AbstractEmailForm
.Override the
render_email
method in your page model.
Example:
from datetime import date
# ... additional wagtail imports
from wagtail.contrib.forms.models import AbstractEmailForm
class FormPage(AbstractEmailForm):
# ... fields, content_panels, etc
def render_email(self, form):
# Get the original content (string)
email_content = super().render_email(form)
# Add a title (not part of original method)
title = '{}: {}'.format('Form', self.title)
content = [title, '', email_content, '']
# Add a link to the form page
content.append('{}: {}'.format('Submitted Via', self.full_url))
# Add the date the form was submitted
submitted_date_str = date.today().strftime('%x')
content.append('{}: {}'.format('Submitted on', submitted_date_str))
# Content is joined with a new line to separate each text line
content = '\n'.join(content)
return content
Custom send_mail
method¶
If you want to change the subject or some other part of how an email is sent when a form submits you can override the send_mail
method.
To do this, you need to:
Ensure you have your form model defined that extends
wagtail.contrib.forms.models.AbstractEmailForm
.In your models.py file, import the
wagtail.admin.mail.send_mail
function.Override the
send_mail
method in your page model.
Example:
from datetime import date
# ... additional wagtail imports
from wagtail.admin.mail import send_mail
from wagtail.contrib.forms.models import AbstractEmailForm
class FormPage(AbstractEmailForm):
# ... fields, content_panels, etc
def send_mail(self, form):
# `self` is the FormPage, `form` is the form's POST data on submit
# Email addresses are parsed from the FormPage's addresses field
addresses = [x.strip() for x in self.to_address.split(',')]
# Subject can be adjusted (adding submitted date), be sure to include the form's defined subject field
submitted_date_str = date.today().strftime('%x')
subject = f"{self.subject} - {submitted_date_str}"
send_mail(subject, self.render_email(form), addresses, self.from_address,)
Custom clean_name
generation¶
Each time a new
FormField
is added aclean_name
also gets generated based on the user enteredlabel
.AbstractFormField
has a methodget_field_clean_name
to convert the label into a HTML validlower_snake_case
ASCII string using the AnyAscii library which can be overridden to generate a custom conversion.The resolved
clean_name
is also used as the form field name in rendered HTML forms.Ensure that any conversion will be unique enough to not create conflicts within your
FormPage
instance.This method gets called on creation of new fields only and as such will not have access to its own
Page
orpk
. This does not get called when labels are edited as modifying theclean_name
after any form responses are submitted will mean those field responses will not be retrieved.This method gets called for form previews and also validation of duplicate labels.
import uuid
from django.db import models
from modelcluster.fields import ParentalKey
# ... other field and edit_handler imports
from wagtail.contrib.forms.models import AbstractEmailForm, AbstractFormField
class FormField(AbstractFormField):
page = ParentalKey('FormPage', on_delete=models.CASCADE, related_name='form_fields')
def get_field_clean_name(self):
clean_name = super().get_field_clean_name()
id = str(uuid.uuid4())[:8] # short uuid
return f"{id}_{clean_name}"
class FormPage(AbstractEmailForm):
# ... page definitions
Using FormMixin
or EmailFormMixin
to use with other Page
subclasses¶
If you need to add form behaviour while extending an additional class, you can use the base mixins instead of the abstract models.
from wagtail.models import Page
from wagtail.contrib.forms.models import EmailFormMixin, FormMixin
class BasePage(Page):
"""
A shared base page used throughout the project.
"""
# ...
class FormPage(FormMixin, BasePage):
intro = RichTextField(blank=True)
# ...
class EmailFormPage(EmailFormMixin, FormMixin, BasePage):
intro = RichTextField(blank=True)
# ...