Go to Settings > Forms and open the form. Select + Add Field to create a field, then drag it onto the form. To change a field, double-click it on the form. To take it off the form, select the red circle. Removing a field keeps its data.
- OpenApply
- How-to
- Admin
Adding and editing fields on forms
OpenApply comes with 280 default fields. You can add them to any form, edit them, or create your own custom fields.
Add a new field
Go to Settings > Forms and open the form.
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Choose where the field belongs. For an applicant field, select the green + Add Field button on the left. For a parent field or another group, select the group name first, then + Add Field.
Fill in the field details (see the table below). Fields marked with a red asterisk are required.
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Select Save Changes.
Drag the new field from the list on the left and drop it where you want it on the form.
Grouped fields, such as parent fields, must stay together on the form.
Field settings
| Setting | What it does |
|---|---|
| Field Type | The kind of answer, for example single-line text or a dropdown menu |
| Short Name | The field's name in the database. It must be unique |
| Field Label | The name parents see on the form |
| Field Label Translation | A translation shown under the label. In the Chinese interface it replaces the label |
| Instructions | Guidance for parents on what to enter |
| Required | Yes means parents must complete it before submitting. No lets them skip it |
| Office Use | Hides the field from parents, for staff use only |
| Read Only | Parents can see the value but cannot change it |
| Default Value | Pre-fills the most common answer. For date fields, sets the month and year the date picker opens on |
| Conditional Fields | Shows the field only when another field has a certain answer. Select Add Rule. See conditional fields |
Which custom field types can I create?
| Type | Use it for |
|---|---|
| Single-line text | A short answer of one phrase |
| Multi-line text | A longer answer of several sentences |
| Dropdown menu | Pick one option from a long list |
| Checkboxes | Pick several options from a list |
| Multiple choice | Pick one option from a short list |
| File upload | Upload a file to the form |
| Date | A date picker, so every date uses the same format |
| Year | Pick a year from a list |
| URL | A clickable link |
| Email address | A valid email address |
| Number | A whole number up to 19 digits |
| Decimal | A number with decimals |
| Terms | Agree to terms and conditions |
| Signature | An e-signature with a date stamp |
| Phone number | A valid phone number with country code |
Edit a field
Go to Settings > Forms and open the form.
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Select the field in the list on the left and choose Edit Field, or double-click the field on the form.
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Make your changes and select Save Changes.
Fields are shared across forms. Changing a field's label or options changes it on every form that uses it.
Remove a field from a form
Go to Settings > Forms and open the form.
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Find the field on the form and select the red circle on its right.
Select OK.
Removing a field only takes it off this form. The field and any answers already collected stay in OpenApply. Add the field back to see that data again.
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