Advanced Form Features – Softr Help Docs

Destination

In this section, you customize the form and set where it's going to be sent. To start configuring the form fields, you first need to set the form's Destination.

Here, you have the following options:

Send to data source

Add to Mailchimp

Add to Mailerlite

Send to Zapier

Send to Make

Forward to your email

You can learn more about each option under its respective article (links added above). And you also have the Forward to your email option, which simply sends the submission to the specified email address. So, let's select the Forward to your email option and go over the fields types and their settings.

On Form Submit

After the form is submitted, you can either display a success message or take the user to a different page.

Success Message

You can customize the message as well as configure styling and formatting.

Open Page

Just select the page, and the user will be taken there after successful submission.

Field settings

All the field types (apart from Hidden Fields, which we'll consider separately), have the following common settings:

Label – a label for the field (appears above or next to the field depending on the form layout)

Placeholder – placeholder text for the field

Field – a unique identifier (i.e. name) for the field

Required - is the user required to fill in the field or not

Now, let's see what field types are available:

Email – a field where users can enter their email address

Text/Long text – for single/multiple line texts

URL – for submitting a URL

Phone number – here users can provide their phone numbers. Please, note that validation is applied on entered phone numbers

File – a field where users can upload files

Date – a date field where users can choose a date from a calendar pop-up

DateTime – allows providing date and time within a single field. Can be mapped to any text type field in Airtable (e.g. Single Line Text)

Checkbox - a checkbox field with a yes/no value. If you are mapping the field to Airtable, you need to use a "Checkbox" field type there as well.

Rating - allows submitting a rating (1-5 stars). If you are mapping the field to Airtable, you need to use a "Rating" field type there as well.

Address - this is a regular text field, where users can enter their address, but it also has address autocomplete. However, to enable autocomplete, you first need to integrate Google Maps in Settings => Integrations => Google MAP. Follow the instructions here, to get the map API key

Hidden - described below separately

Number

Dropdown – a dropdown where users can select one of the provided options. Here, you also have the Options parameter, where you can list all the options separated by a semicolon (without spacing).

If you’ve mapped the dropdown field to a single- or multi-select field in Airtable, a Sync options with data source will appear, which lets you sync all the values from Airtable automatically instead of adding them manually.

Multiselect Dropdown – similar to Dropdown but with the possibility to select more than one option

For dropdowns, you can also toggle to enable users to add additional options if the one they are selecting does not exist yet. This is great for adding additional selection options. Note that this is not yet possible for linked records in a dropdown.

Signature field

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eSignature capture is available for the users on the Professional plan and above.

This form field allows users to either type or write their signature (using finger on a touch device or mouse on desktop). The signature is then saved as an image in an Attachment field in Airtable or as an image URL in Google Sheets.

Signature field selection and draw or type option modals

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Images on the records can serve as a reference for anyone entitled to access that record. It is important to ensure that your record-keeping practices meet any specific legal requirements for your industry and jurisdiction. Read more about electronic signature laws across countries.

Hidden field

This field type allows sending hidden data that the user doesn't see (you can find a use case here). There are 4 categories, so let's examine them one by one.

1. Logged-in user

By default, here, you have the following options:

Email. Collects the email address of the logged-in user.

Name. Collects the name of the logged-in user.

Record ID. If you've connected a data source to your users database, you can choose this option to collect the Record ID (you can learn about Airtable Record IDs here, and learn how those work for Google Sheets here) of the user.

2. URL Parameter

Using this option, you can collect any of the page’s URL parameters. Let's consider a specific example to see how that works. For instance, if you've created a job board with Softr, each job announcement will have a recordId (you can learn about Airtable Record IDs here, and learn how those work for Google Sheets here) in its page URL, indicating the data source record corresponding to that particular job. So, if you have a form on that page to receive job applications, you can set a hidden field to collect the recordId to identify which job announcement the application has been submitted for.

Your page URL will look something like yoursite.com/job-details/senior-product-manager?recordId=rec7HcXAgKmlk8inf, so if you set your hidden field value as “recordId,” it will collect the value of recordId ("rec7HcXAgKmlk8inf" in this case).

3. Page URL

This parameter allows to get the full URL of the page the form has been submitted from.

4. Custom value

Here’ you can collect any custom value that you’re not able to collect using the previous options. For instance, you can use it to collect a custom text along with the submission. This can be useful is you have the same form on different pages, and want to mark each of the forms distinctively.

Another important use case is collecting additional logged-in user parameters. If you've synced your users database with a data source, you can use this option to collect any of the field values corresponding to the user. Here, the value has the following format:{LOGGED_IN_USER:FIELD:'field name'} ('field name' is replaced with the actual name of the field).

Let's say you have connected an Airtable data source and have a Status field in your users base as shown below.

So, if you set your hidden field's value as Status, the values of the Status field will be collected for each user submitting the form (e.g. for Elise it will be "Active").

Form Prefill

Using this feature, you can send your Softr form to others with one or more fields prefilled with values. Let's see how that works.

Let's say your form URL is yourdomain.com/form. To prefill a certain field for this form, you need to add a parameter to your form URL and assign a value to it in the following format:

?prefill_tagname=value

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If it's the first parameter in your URL (e.g. you could already have other parameters not related to the prefill), it needs to start with "?." However, if you already have other parameters in the form URL, attach the new ones using "&" at the beginning: &prefill_tagname=value

For instance, if you have a text field with a Tag "NAME," and you want to prefill it with "John," your URL will look as follows:

yourdomain.com/form?prefill_NAME=John

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Please, note that the Tag value is case-sensitive and should match exactly the value in your field settings.

Below, you can see what we described in action.

If the field type receives a single value and doesn't have any special formatting involved, it can be prefilled in a similar way. Hidden fields work the same way as well.

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Please, note that the File field type is not supported.

Further on, if you need to prefill multiple fields, just add the new values next to each other as shown below:

?prefill_NAME=John&prefill_Email=john@softr.io

Now, let's see how prefill works for the field types that receive their values differently.

Multi-select Dropdown

Here, you need to list all the preselected values separated by a comma:

?prefill_multiselect=value1,value3

Date and DateTime

You can use a date like ?prefill_date=2024.10.25. But it’s not limited to this format; since we’re using JavaScript’s Date object, you have a broad range of formats to choose from, like 2024/10/25 or even October 25, 2024. You can also pre-fill with date and time, like prefill_date=2024.10.25 15:30. If the pre-filled date or datetime is invalid, nothing will be displayed. Some examples:

?prefill_datefield=dd/mm/yyyy ?prefill_datetimefield=mm-dd-yy HH:MM

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Since the time picker has fixed values available for selection (e.g. 01:30 or 16:00), you should use the same values when setting the prefill for the DateTime field.

Checkbox

For the checkbox type, you can set the value as "true" (use lowercase only) if you want it to be pre-checked:

?prefill_checkbox=true

That's it. Now, you should be able to send your form URL to your users with any of the fields prefilled with your preferred values.

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Email marketing services (e.g. Mailchimp) often provide variables that you can use as values in your prefill configuration to be able to send the form URL to a group of users at once so that each user has his/her own info (e.g. Name, Email, etc.) prefilled.

Enable reCaptcha

By adding reCaptcha authentication to your form, you'll protect it from getting spammed or misused.

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Please, note that Softr only supports reCaptcha v3.

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For reCaptcha to be enabled the app needs to be published.

To set up reCaptcha, you need to go to https://www.google.com/recaptcha/admin/create and enter your site details as shown below.

In the next screen, you just need to copy the Site Key and Secret Key.

To finalize the setup, paste the Site Key and Secret Key in your Softr app's Settings => Integrations => Google reCaptcha.

Using Forms on Details Pages

Conditional forms can be particularly powerful when used on details pages, where the form's behavior can depend on specific data from a list details record. To ensure that these forms operate correctly, special attention must be given to how data fields are mapped and utilized within the form.

Setting up Forms on Details Pages

When adding a conditional form to a details page in Softr, the form can interact dynamically with the data displayed on that page. This setup allows you to create forms that respond and adapt based on the specific details of the record being viewed.

Field mapping and conditions

To utilize record-specific data in your conditional logic:

Data mapping: Ensure that any field used in the form’s conditions is corresponds to a mapped field in the list details block. This mapping is crucial because it allows the form to access the relevant data to evaluate conditions correctly.

Configure conditions: When setting up conditions in your form that depend on list details, refer directly to the mapped fields. For example, if you have a form on a real estate listing page that should display additional questions about mortgage options only if the property price is above a certain value, you must map the property price field from the list details to the form.

Validate field mapping: Verify that the fields used in your conditions are not only mapped but also correctly pulling data from the list details. If the field isn’t mapped, the conditional logic based on that field will not function, potentially causing the form to behave unexpectedly.

Testing and troubleshooting

Testing: Thoroughly test the form by navigating through different records on the details page to ensure that the conditional logic triggers as expected for different data scenarios.

Troubleshooting: If a condition doesn’t work, double-check the field mappings and the logical statements used in your conditions. Ensure there are no discrepancies between the field names in the database and those referenced in your form settings.