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Advanced Field Settings

Each field in OpenForms can be customizable using the field settings. To access the settings, hover over the field, select the gear icon, and switch between the Basic, Display logic, and Advanced tabs to change the settings. 

advanced field settings

This article lists all settings available for each Advanced field. Please also see these resources:

File Upload 

  • Required field?: Check this box to make this field mandatory.
  • Description: Add a note to appear below the field label.
  • Number of files that can be uploaded (max 100): Set the maximum number of separate files that a user can upload.
  • Maximum file size (max 1024): Set the maximum file size for each uploaded file.
  • Accepted file types: Enter the extensions for accepted file types in this format: .pdf, .doc, .xls
  • Display logic: Show or hide this field based on the user’s previous responses. You can make the field read-only, hide it from respondents, or show or hide it based on specific circumstances. 
  • CSS class: Style the field by referencing a CSS class name from Admin > Themes > your theme > Custom CSS styling.
  • External ID: Add an external ID for use with a data connection. Only available for Team and Enterprise plans.

Learn more about file upload settings and restrictions. 

Calculation 

  • Description: Add a note to appear below the field label.
  • Display as currency?: Check Yes to display the payment amount with a currency symbol in front of it.
  • Add commas to long numbers: Check Yes to add commas to separate long numbers (e.g., 123,456,789). This is visual only; commas will not be included in raw data.
  • Display logic: Show or hide this field based on the user’s previous responses. You can make the field read-only, hide it from respondents, or show or hide it based on specific circumstances.
  • CSS class: Style the field by referencing a CSS class name from Admin > Themes > your theme > Custom CSS styling.
  • External ID: Add an external ID for use with a data connection. Only available for Team and Enterprise plans. 

Signature

  • Required field?: Check this box to make this field mandatory.
  • Description: Add a note to appear below the field label.
  • Prompt user to enter full name?: Check Yes to enable a textbox for users to enter their full name.
  • Display logic: Show or hide this field based on the user’s previous responses. You can make the field read-only, hide it from respondents, or show or hide it based on specific circumstances.
  • CSS class: Style the field by referencing a CSS class name from Admin > Themes > your theme > Custom CSS styling.
  • External ID: Add an external ID for use with a data connection. Only available for Team and Enterprise plans.

Location 

  • Required field?: Check this box to make this field mandatory.
  • Description: Add a note to appear below the field label.
  • Map provider: Use the drop-down menu to select how you collect location data. You can use an existing connection to Google maps or Esri or select None to use an address search field without a map. There are additional configuration options when using Google Maps or Esri ArcGIS.
  • Display Use my current location?: Check Yes to display the use my current location option to respondents.
  • Display logic: Show or hide this field based on the user’s previous responses. You can make the field read-only, hide it from respondents, or show or hide it based on specific circumstances.
  • CSS class: Style the field by referencing a CSS class name from Admin > Themes > your theme > Custom CSS styling.
  • External ID: Add an external ID for use with a data connection. Only available for Team and Enterprise plans. 

Payment 

  • Description: Add a note to appear below the field label.
  • Tax and business registration information: Enter any important tax or business information that respondents should know. It will display at the top of the payment field.
  • Ways to pay: Use the drop-down menus to select which payment gateway to use for this form. You must have already set up a payment gateway to use it.
  • Gateway settings: Change the default extra transaction details you set to send to the payment gateway. These differ by the gateway you select.
  • Display logic: Show or hide this field based on the user’s previous responses. You can make the field read-only, hide it from respondents, or show or hide it based on specific circumstances.
  • CSS class: Style the field by referencing a CSS class name from Admin > Themes > your theme > Custom CSS styling.
  • External ID: Add an external ID for use with a data connection. Only available for Team and Enterprise plans. 

Radio Matrix 

  • Required field?: Check this box to make this field mandatory.
  • Description: Add a note to appear below the field label.
  • Display logic: Show or hide this field based on the user’s previous responses. You can make the field read-only, hide it from respondents, or show or hide it based on specific circumstances.
  • CSS class: Style the field by referencing a CSS class name from Admin > Themes > your theme > Custom CSS styling.
  • External ID: Add an external ID for use with a data connection. Only available for Team and Enterprise plans. 

Check Matrix 

  • Required field?: Check this box to make this field mandatory.
  • Description: Add a note to appear below the field label.
  • Display logic: Show or hide this field based on the user’s previous responses. You can make the field read-only, hide it from respondents, or show or hide it based on specific circumstances.
  • CSS class: Style the field by referencing a CSS class name from Admin > Themes > your theme > Custom CSS styling.
  • External ID: Add an external ID for use with a data connection. Only available for Team and Enterprise plans.

Field Set 

There are no additional settings for a field set, but you can select the pen icon to break the group and edit the fields individually. 

Subscriber Capture 

  • Required field?: Check this box to make this field mandatory.
  • Description: Add a note to appear below the field label.
  • govDelivery connection: Use the drop-down menu to select the govDelivery account connection you want to use for this field.
  • Data privacy policy URL: Enter the URL for your organization’s privacy policy. Respondents must consent to this before subscribing.
  • Subscriber topics: Select the topics you want respondents to choose from as they subscribe.
  • Display logic: Show or hide this field based on the user’s previous responses. You can make the field read-only, hide it from respondents, or show or hide it based on specific circumstances.
  • CSS class: Style the field by referencing a CSS class name from Admin > Themes > your theme > Custom CSS styling. 
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