Do you want your form submissions to have images, Word Documents, PDF’s and other files? Don’t worry; Pie Forms has got you covered!
The Pie Forms File Upload field does just this. Here is how you can use it.
Add File Upload field:
To add the File Upload field in your form, first, you need to create a form on Pie Forms. If you are new to Pie Forms, you may want to look at How to create your first form on Pie Forms.
- In your form builder, go to Form Fields > Advanced Fields.
- Locate File Upload.
- Drag and drop the File Upload field on your form.
- File Upload should be visible on your builder.
- You can edit your File Upload filed from the settings option on the top right corner.
File Upload Basic Settings
Once you are in the File Upload settings, you can customize this field in many ways.
- Access the meta key and add a label and description to your field.
- Check the ‘Required’ option if it is necessary for your form.
File Upload allows you to select two different styles of uploads: Modern and Classic.
In this feature, you can choose the method through which your form collects files. If your form requires only one file, you can select ‘Classic’ from the drop-down menu. Here is what it looks like:
If your forms require submitting more than one file, you can choose ‘Modern’ from your drop down menu. Here is what it looks like. (Premium Users)
But how do you limit the number of files a user can upload? Don’t worry. That is covered in the section coming up next.
If you are a Basic User, you can jump to the File Upload Advanced Settings section.
Maximum File Number (Premium)
The ‘Modern’ option allows your form to collect multiple files at the same time. To set a limit to the number of files, here is what you need to do.
- Go to Advanced Options
- Locate ‘Max File Number’
- Here, you can change the maximum number of files your form will collect. For this tutorial, we have set the maximum to 3 files.
File Upload Advanced Settings
Besides setting the maximum file number, the Advanced Settings of File Upload allow you to use multiple other features for customization.
- Admin can set a maximum file size in the Max File Size feature. The maximum available file size is 40 MB.
- Hide the File Upload field’s label
- Add CSS Classes if your form requires them.
Storing Files (Premium)
Admin can decide the directory in which your form’s uploaded files will show.
If you tick the ‘Store files in WordPress Media Library’ option as shown in the image below, your form’s received files will be stored in the WordPress media library.
If you do not tick this option, the files will be stored in the Uploads directory of your site, inside the Pie Forms folder.
As soon as a user fills a form and uploads a file, it shows in your email. From your email, you can easily go to whichever directory you have chosen to store the uploaded files; either WordPress Media Library or your site’s Pie Forms folder directory.
Conditional Logic (Premium)
The final feature of the File Upload field is that it allows you to apply conditional logic to your forms.
If you tick the ‘Enable Conditional Logic’ box, a menu opens up beneath it, as shown in the image.
You can add multiple groups of conditional logic just by clicking the ‘Add Conditional Group’ option.
Accessing Uploaded Files through Email
The last step, before you save and exit from your form builder, is to add your email ID in the Admin Email Settings.
- Go to Form Settings >> Admin Email Settings
- Add your email ID in the ‘To Address’ box
- Add the email address for receiving the entries.
As soon as a form is submitted, the added address will receive a notification.
Once your Form Fields and Form Settings are finalized, you can save them by clicking on the ‘Save’ button on the top right corner of your form builder.
Save and preview.
When a user fills and submits a form, you will receive an email notification in the email that you have set in Admin Email Settings.
From your email notification, you can access the user’s uploaded files.
Here is what the email looks like.
You can also access the uploaded images from your WordPress Dashboard.
- Go to your WordPress Dashboard.
- Go to Pie Forms >> Entries
- In the ‘Entries’ section, you can view all your form entries and the files that have been uploaded with them.
- To view a user’s uploaded file, click ‘View’.
Once you click on view, it allows you to access the file uploaded in the form as shown below in the image.
That is it. You have learned how to use the File Upload feature for your form. You can now collect multiple files from your users and access them easily!