Forms management
How to update a record on form submission?
Update a record on form submission is only available to users with a Pro subscription.
Sometimes you might want your form submission to edit an existing form submission or record instead of creating a new one. For instance, if you created an attendance form, having your guests to be able to update their participation can be really useful.
Here's how to set this up:
Click on "Settings" from the top of the page then Select "Submission Settings" on the left side.
Enable "UpdaSome readersHow do I make a form re-fillable?
How to change your user's interface so they're prompted to re-fill a form.
When a form is submitted, we show the form success page.
Sometimes you may want to allow form respondents to re-submit their forms.
That's when you enable our re-fillable form feature.
Log into OpnForm and enter your form's editor:
Click on "Settings" from the top of the page then Select "Submission SettingsSome readersHow to allow respondents to re-submit my form?
Sometimes it can be useful to allow form respondents to submit your form multiple times.
To enable this behavior, in the form editor, click on "Settings" from the top of the page then Select "Submission Settings" on the left side.
make sure to enable "Re-fillable form
".Few readersHow to generate a unique ID for each new submission?
If you need a unique identifier for your form submissions, we can generate a unique ID for each submission. You have the choice between two different formats:
Auto-incremented number: the first submission will have the ID "1", the second will have the ID "2", and so on.
A unique random ID with the UUID format (with the following format: 820f1844-bd04-44a0-aa69-d7e8b77c22ce)
Here's how to use this feature:
(https://storage.crisp.chat/users/helpdesk/website/450eab5193c69c00/eFew readersIs there a graph or analytics page for the submissions?
To access the results of your form submissions, you can view them in the form of a graph. Simply follow these steps:
Log in to your account.
Navigate to the form you are interested in.
Click on the analytics tab or section.
By following these steps, you will be able to easily visualize the data from your form submissions in the form of a graph.
If you have any further questions or need more assistance, feel free to message us!
(https://storage.crisp.chat/users/helpdesk/website/1Few readersWhere can I see my form responses?
Here's how to see your OpnForm responses.
Log into OpnForm and select your form by clicking on its name:
The first tab that will open is your submissions tab. There you will see a table that contains your responses.
You can use the search options, select which columns will be displayed or hidden, and exporFew readersHow to pre-fill a date field with today's date?
Here's how to pre-fill a date field with today's date:
Make sure you have a date field in your form
On the form creation/update page, in the fields list, click the blue cog of the "Date" type column
In the settings modal, check the "Date with time" option
(https://storage.crisp.chat/users/helpdesk/website/34fafb7b73910c00/ac6a394b-5d09-410b-bffd-Few readersHow do I view and manage form responses?
This is how to access your form submissions, export them, and more.
Log into OpnForm and click on your form.
You will be automatically sent to the "Submissions tab."
There you have the option to:
Export your responses as a CSV file. If you download the file to your computer it will automatFew readersHow to allow respondents to edit their form submission?
This features allows your form respondents to edit their submissions at any point in time after submission.
Enabling the feature
Log into OpnForm and enter your form's editor:
Click on "Settings" from the top of the page then Select "Submission Settings" on the left side.
Toggle the "Editable submissions" button on and click "Save changes".
(https://storage.crisp.chat/users/helpdesk/Few readersHow do I disable specific country codes on phone input fields?
Here's how to restrict some country codes in your phone inputs.
Log into OpnForm and enter your form's editor:
Click on any of these gear icons for your desired field. That will open the field settings (right-side panel).
Find the "Disabled countries" section and select the countrieFew readersHow do I add and manage tags?
Tags are very useful for organizing your forms. Here's how to work with them in OpnForm.
Log into OpnForm and enter your form's editor:
Click on "Settings" from the top of the page then Select "General" on the left side, then locate Tags
You can use the drop-down to select a tag if you have created it before. If not just type a name for your tag and then click "create tag name ."
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Advanced features (Logic, Signature, Unique URL, etc)
How do I use my own domain?
DomainPopularHow do I add some logic to my form?
Form logic can be used to build complex logical form. With OpnForm, each field has it's own logical behavior. There are 4 types of possible actions that can be triggered:
Hide field
Show field (if it was previously hidden)
Make field required
Make field optional
For each field, you can define some conditions, and then the actions to execute when these conditions are true. B
Here's how to apply some logic to a field:
Open the form editor
Open the settings foPopularHow to trigger some code on form submission?
Sometimes it can be useful to run some custom code whenever a form gets submitted. Some example use cases:
Redirect after submission to a certain page, with some custom URL parameters
Track a submission event with an analytics tool
And more
On every form submission, our application "post a message" that you can use to trigger some custom code. The emitted message looks like this:PopularSetting up a CNAME DNS
CNAME, DomainSome readersHow to use URL form pre-fill?
You can pre-fill your forms dynamically by passing some parameters to your form URL. This can be useful for instance, when sending out forms via email to pre-fill the name and email of the person you are sending it to.
To pre-fill your form via URL parameters:
Go to your form edition page (the form must already be created)
Click the Url form pre-fill button
CSome readersHow to add a Captcha to my form?
To prevent Bots to respond to your form you can add Captcha protection. Here's how to proceed:
Open the form editor for your form where you wish to add the Captcha
Click on "Settings" from the top of the page then Select "Security & Access" on the left side.
Enable, "Bot Protection".
z
That's it! You can save, your form will now have a Captcha protection.
(https://sFew readersHow to track the source of your OpnForm submissions
Here's how to track the source of your form respondents by using the URL form pre-fill feature.
Once you have created a form, you can achieve this by:
Creating a new text block on your form, setting it up as "hidden", naming it (for example "Source") and saving your changes.
From the "Your Forms" menu, click on yourFew readersHow to customize the favicon?
How to custom faviconFew readersHow to add custom validation to a field?
How to add custom validation?Few readersHow do I add a signature input?
Once that you've created your form (from a template, simple contact form, or using AI) and are inside the editor.
All you have to do is:
Locate your "Form structure" section and click the "Add Block" button.
Select "Signature input" as the type of field/block that you want to add.
That will add the block to your form and you'll be able to customize the field options as needed.
(https://Few readersHow to protect my form with a password?
By default anyone knowing your form URL can answer your form. If your form contains sensitive information, or if you just want to restrict submission you can add a password. Here's how to proceed:
Open the form editor (create a new form or update an existing one)
Click on "Settings" from the top of the page then Select "Security & Access" on the left side.
, and fill the password fill
Save your form and you're done!
(https://storage.crisp.chat/users/helpdesk/website/1b5b98Few readersHow do I add custom SEO settings to my form's URL preview?
You can customize your form's URL preview. Here's how:
You can customize the title, description and the thumbnail image, also know as og:image - 1200 X 630.
Log into OpnForm and enter your form's editor:
Inside the editor, scClick on "Settings" from the top of the page then Select "Link Settings" on the left side.
There you can customFew readersCan I share my form using a QR code?
You can easily share your OpnForm with the world using a QR code. Here's how.
Log into OpnForm
Find the form you want to edit, and click on it.
From your form's menu - click the "share" tab and you'll find the QR code options.
You can:
Scan the code to open the form
Right click the image to copy the itFew readersHow to Mask or Hide Field Entries for Privacy? - Password field
How to mask or hide field entries?Few readersHow to use mentions? Use Submission Data in redirect URLs, emails, integrations and more
Want to dynamically insert submission data into your redirect URL, email notifications, or integrations?
Here's how:
Click the @ Symbol: Locate and click on the @ symbol in the desired field.
Select Your Data: A pop up menu will appear, displaying the available submission data.
Choose and Insert: Select the specific data you want to include, and click "Insert."
(https://storage.crisp.chat/usersFew readers
Design and customization
How do I add custom code to my form?
One of customization feature is the injection of custom code within your forms.
There's no limit on what you can do with your own CSS and your own scripts.
You can add an analytics script or even a live chat on your form page.
To add custom code:
Log into OpnForm and enter your form's editor:
Click on "Settings" from the top of thPopularHow do I remove the OpnForm Branding?
On every form there is a "Power by OpnForm" text. If you don't like it, you can remove it.
To do so, open your form in the form editor, and in the "Design" section toggle the "Remove Branding" button on.Some readersHow can add multiple pages to my form?
Curious to see how multi-pages forms look like?
Create a new form
Select a table
In the form editor, click "Add Block" blue button
In the modal, select "Page Break", give it a name and confirm.
Just move the Page Break where youFew readersHow do I add images to my form?
If you need to add images in your form (other than the logo or the cover), you can use our image custom block. Here's how to proceed:
Log into OpnForm and create a new form or enter your existing form's editor:
Locate the "Form structure" section and click "Add block":
Select the image block option on the right-side panel:
(https://storage.crisp.chat/users/helpdesk/website/1b5b98Few readersHow to use the progress bar?
By following these steps, you will be able to add a progress bar to your form, allowing users to track their progress as they fill out the form.
Log in to your account.
Navigate to the "Forms" section.
Choose the desired form where you want to add a progress bar.
Click on "Design" on the top of the page then look for "Show progress bar" on the left side of the screen.
By folloFew readersHow to create multiple lines inputs?
By default all text inputs are simple 1-line inputs. If needed, you can transform them into multiple lines input. Here's how to proceed:
Open the form editor
Open the settings for your text input
In the Text Options, make sure to enable "Multi-lines input"
(https://storage.crisp.chat/users/helpdesk/website/908c288f9f73f000/816f8abc-ddcb-43aa-a4fb-5cea5cFew readersHow do I add new blocks exactly where I want them, not at the bottom? (default)
Follow this short guide to add new blocks exactly where you want them and not at the bottom (default).
If you want to add a new block to your form by clicking here:
... The block will be added at the bottom of your form structure by default.
This is irrelevant if you have just a few blocks. You can simply hover over the block and drag it up on your list:
(https://storage.crisp.chat/users/helpdesk/wFew readersHow do I change the color of my form elements?
Do this to change the default colors of your form elements.
Log into OpnForm and enter your form's editor:
Click on "Design" from the top of the page
and change the colors on the "Color: (for buttons & inputs border)" menu.Few readersHow do I increase the size of my text field?
Here's how to increase the size of your text field in OpnForm.
Log into OpnForm and enter your form's editor:
Click the gear icon next to your text field (in the preview or form structure). That will show the field settings a a right-side panel.
Check the "multi-lines input" on your field settings and thFew readersHow to put multiple inputs on the same line?
You can put up to 4 inputs on the same line. To do so, you just need to adjust the width of your different inputs.
To arrange your form you can give your different inputs different widths, choosing from:
Full width
1/2 of the full form width
1/3 of the full form width
1/4 of the full form width
2/3 of the full form width
3/4 of the full form width
To change the width of an input, just open the settings of this field by clicking the blue cog next to the field iFew readersHow can I change the theme of my form?
We have several form themes available. Themes affect inputs (as well as labels and help texts) and buttons.
Changing your form theme is quick and easy. In the form editor, click on "Design" at the top of the page then look for "Form Theme" at the left side, and pick one from the list. You can instantly preview the result on your form.
Feel free to reach out if you have a theme suggFew readersDo you want to customize your form with light or dark theme?
Do this to customize your form's theme.
Log into OpnForm and enter your form's editor:
Click on "Design" from the top of the page
, click on the "Dark Mode" section and select your preferred theme from these options and save your changes.
Note: the "Auto" option will reflect the user's device sFew readersHow do I enable the "Confetti" effect on my form?
Forms can be fun. You can enable a "Confetti" effect on your form to create excitement on your users! 🎉
If enabled, this graphic effect will be shown upon successful form submission.
Log into OpnForm and enter your form's editor:
Click on "Design" at the top of the page. Toggle the confetti button on, save changes, and see the magic take place in your form! ❤️
(https://storage.Few readersHow to Enable or Disable Auto Focus on the First Field?
How to Enable or Disable Auto Focus on the First Field?Few readersHow to Customize Fonts or use Google Fonts in OpnForm?
How to Customize Fonts in NoteFormsFew readersHow to Format Your Form from Right to Left?
Using our Right-to-Left Layout feature makes it easy to create forms with a right-to-left orientation. This is especially beneficial for languages that are read from right to left, such as Arabic, Hebrew, Persian (Farsi), Urdu, Yiddish, Syriac, Thaana, and others.
To set your form to a right-to-left layout, follow these steps:
Click on the Design tab.
Toggle on the Right-to-Left Layout option from the left side.
Please refer to the screenshot below for further guidance.
(htFew readersHow to Add a Rich Text Field Input?
A rich text field input lets users format their text with features like bold, italics, underlining, links, and lists. It’s like a mini text editor, perfect for creating clear and engaging content.
Example of Styled Content:
Bold Text
Italicized Text
Hyperlinks
Bulleted or Numbered Lists
Steps to Add a Rich Text Field:
Click "Add Block" on the left side of the screeFew readers
Setting limits and deadline
Forms Settings and Setup
How to change my form URL?
If you’re not happy with the URL we created with your form you can change it. You have two options:
Create a random URL (we generate a random id, name uuid for your form)
Create a human readable URL (we generate the URL from your form title)
Here’s how to change your form URL:
Open your form page
Click “Regenerate form link”
Choose between a human readSome readersHow to add a star rating input?
By default for Notion column of type "Number" OpnFOrm display a simple text input. If needed, you can also use a star rating input for the columns of type Number. Here's how to proceed:
Open the form editor
Open the settings for the "Number" input you want to transform into a star rating
You can choose the number of stars. By default, it's 5.
That's all you can save yFew readersHow to enable uploads using a camera?
To edit a form in your account, follow these steps:
Log in to your account.
Navigate to your forms.
Find and click on the form that you want to edit.
Once on the form page, click on the "Edit Form" option.
On the left side, you will see a list of form input blocks. Select the "File Input" block.
Click on the settings icon for the "File Input" block.
On the settings menu,Few readersHow to allow multiple files upload with a single file input?
You can use file upload inputs to let your respondents upload files in your forms. By default, only 1 file per input can be uploaded, but you can also decide to allow multiple file uploads in a single input. Here’s how to do it:
In the form editor, click the blue cog next to your file input field
Enable the multiple file option
(https://storage.crisp.chat/users/hFew readersHow to change the time format of my date field (am/pm)?
The default time format uses the 24 hours format. You can change this to use the am/pm 12 hours format. Here's how:
Open the form editor
Open the input settings for your date field
In the date options section, enable the am/pm 12 hours format option
Save your formFew readersHow do I add a phone input field to my form?
Once that you've created your form (from a template, simple contact form, or using AI) and are inside the editor.
All you have to do is:
Locate your "Form structure" section and click the "Add Block" button.
Select "Phone input" as the type of field/block that you want to add.
That will add the block to your form and you'll be able to customize the field options as needed.
(https://storaFew readersHow to update your form's field names
To update your field names you can just change the name directly in OpnForm.
Log into OpnForm and enter your form's editor:
Edit each field name directly on the Form Structure section of the editor.
Or click on any of these gear icons for your desired field to open the field settings (right-side pFew readersHow to make a field required?
Looking to make a field mandatory? No worries, We've got you covered! Check out these easy steps on how to require a field:
Access the edit page of your form.
Navigate to the lower section of the left side.
Select the star or asterisk icon.
Give it a trial run! Test the form or document to ensure that users are prompted to fill in the required field before they can move forward.
By marking fields as required, users will be prompted to provide valid responses before they can submitFew readersHow to hide a field?
Hide, field, best formFew readersHow do I place the field help text below or above the input box?
You can decide if the field help text will be below or above the input box.
To adjust this:
Log into OpnForm and enter your form's editor:
Inside the editor, find the field you want to edit on the form structure and click any of the gear icons to open its settings (right-side panel).
Inside thFew readersHow do I delete a field?
You can easily delete your OpnForm fields following this guide.
When you are inside your form editor, simply find the "Form structure" section on the left-side panel, and click the settings icon.
Click on the 3 dots icon on the upper left side.
Select "Remove"Few readersHow do I hide field names?
Here's how to hide a field name in OpnForm.
Log into OpnForm and enter your form's editor:
Click on any of these gear icons for your desired field. That will open the field settings (right-side panel).
Go ahead and mark the "hide field name" option. Repeat for as many fields as needed. Save youFew readersHow can I include time in my date field?
How to add timeFew readersHow to undo and redo actions while editing the form?
How do i undo and redo actions in Opnform forms?Few readersHow can I add a slider?
Slider, NumberFew readersHow do I hide my form's title?
Do you want to hide your OpnForm title? Do this.
Log into OpnForm and enter your form's editor:
Click on "Design" from the top of the page
, and toggle the "hide title" button on.
Save your changes.Few readersHow to Add a Matrix Input Field?
To add a matrix input field to your form:
Click "Add Block".
Select "Matrix Input" from the left-hand side menu.
What is a Matrix Input Field?
A matrix input field is a versatile tool for collecting structured data in a tabular format. It's ideal for surveys, questionnaires, and other forms whereFew readers