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Settings for form fields

coThere are a number of settings you can use to customize the fields you’ve added to your form. Change them by hovering over a field and selecting the gear icon.

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Here’s the full list (the available options vary depending on the type of field).

Basic

Alternative text
Character limit
Credit card gateway
CSS class name
Data connection
Description
Display as currency
Display as numbered list
Display logic
End date
External ID
Field label
File limitations
Hide field on form
Include 'Other' textbox option
Lines of text
Maximum decimal places
Maximum number
Minimum number
Number of options user can select
Placeholder
Placeholder text
POLi gateway
Predictive search list
Prompt user to enter full name
Regular expression
Regular expression error message
Required field
Required field error message
Smart Logic
Start date
Tax and business registration email
Use options from list
Use this address when emailing users about submissions
Video transcript

Setting

Fields it appears for

Description

Alternative text

Image

Add alternative text for your image. Alternative text describes what’s in the image so that people with visual impairments can still understand the form.

Character limit

Text

Set a maximum number of characters that users can type into the field.

Credit card gateway

Payment

Choose a gateway to use for the field. You need to add the gateway to OpenForms before you can do this. If you want to use a POLi gateway, leave this option blank.

CSS class name

All

If you want to style the field a certain way, add a CSS class name that you can reference in the Custom CSS styling area of Admin > Themes.

See Create a theme for your form for more information.

Data connection

(Enterprise plans)

Text, Number, Dropdown, Radio button, Email, Section

If you're an admin you can set up a data connection to an external service to validate or retrieve data for your form.

Select the data connection here to apply it to the field or section.

Visit our data connections help topic for more information.

Description

All

Add a description for your form. This will appear for users under the field title.

Display as currency

Calculation

Display the payment amount with a currency symbol in front of it. (for Payment field)

Display as numbered list

List

Enable this to display the field as a numbered list.

Display logic

All except Section

Show or hide parts of your form based on the user’s responses. You can show or hide text, a field, or a whole section of the form.

For example, on a pet registration form you could show different sections based on whether the user tells you they’re registering a dog or a cat.

Check this page out for more information.

End date

Date

Choose the end date for your available date range. You can set this based on a response to another date field in the form.

External ID

(Pro, Business and Enterprise plans)

All except Section and Field set

Give the field an external ID. These are used in setting up data connections.

Field label

Dropdown, Checkbox, Radio button

Customize the label for your extra field.

File limitations

File upload

Set limitations on the files that can be uploaded. Choose the maximum number of files, the maximum file size, and the file types you will accept. The largest number of files you can accept is 100, and the largest maximum file size is 1 GB per file.

Be careful with file sizes if you have email response notifications turned on. If the combined size of a response's files exceeds 6 MB, you won't receive any of them as attachments to the email. Your email will include links to the files instead.

To learn more about file uploads, see file uploads: settings, restrictions and virus scans.

Hide field on form

Calculation

Hide this field from your form so users won’t see it.

Include ‘Other’ textbox option

Dropdown, Checkbox, Radio button

Select this to add a textbox option for ‘Other’ responses.

Lines of text

Text

Choose how many lines of text you want to see in the field.

Maximum decimal places

Number

Set a maximum number of decimal places that users can enter in the field.

Maximum number

Number

Set a maximum number that users can enter in the field.

Minimum number

Number

Set a minimum number that users can enter in the field.

Number of options user can select Checkbox Set a minimum and maximum number of options that a user can select. 

Placeholder

Email

Enter a generic email address to use as a placeholder. It will display in the field when a user first opens the form.

Placeholder text

Text, Number

Enter default text or a default number to display in the field when a user first opens the form.

POLi gateway

Payment

Choose a gateway to use for the field. You need to add the gateway to OpenForms before you can do this. If you want to use a credit card gateway, leave this option blank.

Predictive search list

Text

Make the field a predictive search field by choosing a list to use as the search options.

For more about lists, go to Create ready-made lists of answers to add to fields.

Prompt user to enter full name

Signature

Enable this to add a textbox element to the field where users enter their full name.

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Regular expression

Text

Enter a formula for a regular expression. We’ll use this to validate the format of the text that customers enter into the field. For example, you might expect them to enter a permit number with a fixed prefix.

Regular expression error message Text Enter an error message to show users when they enter something that doesn't match your Regular expression formula.

Required field

Text, Number, Dropdown, Checkbox, Radio button, File upload, Date, Email, Rank, Signature, Radio matrix, Check matrix, Location

Enable this to make the field mandatory for users to complete.

Required field error message Text, Number, Dropdown, Checkbox, Radio button, File upload, Date, Email, Rank, Signature, Radio matrix, Check matrix, Location Enter an error message to show users when they skip this required field.

Smart Logic

Section

Use Smart Logic to show or hide the section based on previous responses.

Start date

Date

Choose the start date for your available date range. You can set this based on a response to another date field in the form.

Tax and business registration information

Payment

Enter any important tax or business registration information that users should know. It will appear at the top of the payment field.

Use options from list

Dropdown, Checkbox, Radio button

Choose a list to populate the field.

Use this address when emailing users about submissions

Email

Check this box to use this field to collect users’ email addresses to send them confirmation or reminder emails.

Video Transcript

Video

Add a transcript of the video to help people who have problems watching it.

Want to change settings for the whole form, rather than for individual fields? Explore our Customize help topics.

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