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FormsField Types
Dynamic (Relationship)

Dynamic (Relationship)

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Use Dynamic fields to create dropdowns, checkboxes, and radio buttons that are dynamically populated with submitted entries or with categories/taxonomies. Dynamic fields can link entries together and allow users to make selections from data entered in other Formidable forms. Values submitted in Dynamic fields stay linked to the original entry, so that if selections in the original entry are updated, so too are the values in the Dynamic field.

Lookup fields can also be dynamically populated with submitted entries. Learn about the differences between a Dynamic field and a Lookup field.

Standard field options

A Dynamic field has the following standard options.
Dynamic Field Options - Field Label to Dynamic Options
Dynamic Field Options - Dynamic Options and Advanced Default Value
Dynamic Field Options - Placeholder Text to Conditional Logic

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Field-specific options

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Load options from

To load options into your Dynamic field from entries submitted in another Formidable form, select Form Entries in the Load Options From dropdown. Nothing is selected in this dropdown by default. Then choose the form to load from, and the field in that form to load the options from.
Dynamic Load Entries from Form Entries

To populate a Dynamic field with post categories, see how to add hierarchical categories.
Dynamic Load Entries from Category/Taxonomy

Display type

After you pick which options to load in your Dynamic field, choose how to show them in the Display Type dropdown: Dropdown, Radio Buttons, Checkboxes, or List. Dropdown is the default.

A Dynamic List field displays a value when it has conditional logic that depends on a Dynamic dropdown, radio button, or checkbox field. It doesn't store a value, so this field type isn't available in View or email options.

Dynamic List fields are designed to use conditional logic based on a parent Dynamic field. Set the List field to use the same form that the parent field uses.

For example, a form has a Name field used in a Dynamic dropdown and an Email field used in a Dynamic List field. When a name is selected, its email address shows.

See this example in Dynamically display values from selected entry.

Images

A Lookup or Dynamic field can show its options as images. It does this automatically when the Display Type is Radio Buttons or Checkboxes and the options come from a field that uses images. The source can be a Radio Buttons, Checkboxes, or Product field with image options, or a File Upload field.

These settings then appear in the field options:

  • Image option label: Shown only when the options come from a File Upload field. Choose another field from the form the options come from to label each image, or keep File name to use the name of the uploaded file.
  • Image Size: Choose Small, Medium, Large, or Extra Large. Small is the default.
  • Hide option labels: Check this box to show the images without their text labels.

With a File Upload source, the options show as images only when most of the uploaded files are images.
Dynamic field Image option label, Image Size and Hide option labels settings

Limit entries

When you load entries from a form, limit the options to entries created by the user who is filling out the form. To do so, check the Limit options to those created by the current user box in the field options. This box is unchecked by default, and it works for logged-in users only.

Option order

The options are sorted in ascending order by default. To change this, choose Ascending (A-Z), Descending (Z-A), or No order set in the Option order dropdown.

Set up cascading fields

You may use Dynamic fields to set up cascading fields. This works well for a country/state/city scenario where the available options are filtered by the value selected in a previous field. Lookup fields also provide this option and there are benefits to using Lookup fields in many situations. Review the differences between Lookups and Dynamic fields to determine which is best for your setup. The biggest differences between the two field types is that Dynamic fields require a separate form for each cascading field and they store the entry ID, where as Lookup fields do not. Follow the steps below to set up a cascading country/state/city setup.

  1. Create a new form titled 'Country'. Add a Text or Dropdown field. Title it 'Country'. Click Update, then use Preview to submit an entry for each country option that you want to have available or import the countries.
  2. Create a new form titled 'State'. Add a Dynamic field and give it the Field Label 'Country'. Its Display Type is Dropdown by default. Set it up to get its options from the Country form > Country field. Add a Text or Dropdown field. Title it 'State'. Click Update, then use Preview to submit an entry for each country and state combination that you want to have available, or import the countries and states.
  3. Create a new form titled 'City'. Add a Dynamic field labeled 'Country' and set it up to get its options from the Country form > Country field. Add a second Dynamic field labeled 'State' and set it up to get its options from the State form > State field. Click Update to save the form. The Anything option in conditional logic appears only after the source Dynamic field is saved. Add conditional logic on the State field so it shows only when Country equals Anything. Add a Text or Dropdown field. Title it 'City'. Click Update, then use Preview to submit an entry for each country, state, and city combination that you want to have available, or import the countries, states, and cities.
  4. Go into the form that your end user will interact with, or create a new form. Add a Dynamic field labeled 'Country' and set it up to get its options from the Country form > Country field. Add a second Dynamic field labeled 'State' and set it up to get its options from the State form > State field. Add a third Dynamic field labeled 'City' and set it up to get its options from the City form > City field. Click Update to save the form.
  5. Add conditional logic on the State field so it shows only when Country equals Anything.
  6. Add conditional logic on the City field. Select All. Then add two conditions: Country equals Anything, and State equals Anything. Click Update to save your changes.

Populate fields with values from selected entry

Use a Dynamic field to automatically populate fields based on a selected entry. You need 3 forms: the source form that holds the entries, the 'Select entry' form where the user picks an entry, and the form to autofill. Learn how to populate fields from a selected entry with a Lookup field instead.

Since Formidable Forms 7.0, the fields fill in only for users who can view entries in the admin area (administrators by default) and for the person who submitted the selected entry. Since 7.0.1, that includes a logged-out visitor, in the same browser, for 1 hour after they submit that entry. For anyone else, they stay blank.
  • If the entries are meant to be public, such as a product catalog, make the source fields public with the example for one field or several fields.
  • If users only pick entries they submitted themselves, the steps work as written. To list only their own entries, check Limit options to those created by the current user in the Dynamic field. It sits below the Select a Form and Select a Field options. This works for logged-in users only. Guests see the entries submitted by logged-out visitors, and only their own entry fills the fields.

  1. Publish the form that you want to autofill on a page. Copy the URL of this page.
  2. Create a new form called 'Select entry'. This form is where the user will make their entry selection.
    • Add a Dynamic field. Its Display Type is Dropdown by default.
    • Set it to 'Load options from: Form Entries, -the form you want to pull values from-, any field'
      Dynamic field Options
  3. In the 'Select entry' form, go to Settings → Actions & Notifications.
    Form Settings tab with an arrow on Actions & Notifications in the settings menu
    1. Under Current Actions, click the Confirmation action to open it.
    2. Select Redirect to URL.
    3. In the Redirect URL box, paste the URL copied in step 1 and add ?pass_entry=[x show=key] to the end. Replace x with the ID of the Dynamic field.
    Pass Values Dynamic - Confirmation action Redirect URL
    Click Update to save your changes.
  4. Go into the form that you want to autofill and click the field to fill in. Under Advanced:
    1. Turn on Calculate Value.
    2. Select Text.
    3. In the Field Formula box, put [frm-field-value field_id=x entry=pass_entry]. Replace x with the Key or ID of the field in the source form that you want to pull the value from.
    Pass Values Dynamic - Calculate Value (1), Text (2) and the frm-field-value shortcode in Field Formula (3)
    Repeat for each field to fill in. Then click Update.
  5. Now when the user submits the 'Select entry' form, it will populate fields with values from the selected entry.
    Pass Values Auto Fill Gif

Dynamically display values from selected entry

Display values from the entry a visitor selects in a Dynamic field.

  1. Create a new form or go into edit an existing form.
  2. Add a Dynamic field. Its Display Type is Dropdown by default. This will be the field where users will select a value from a submitted entry. Set it up to load options from 'Form Entries'. In the next dropdown that appears, select another form on your site, then select any field in that form.
    Dynamic field Product Dynamic

    Set up this field to display as a dropdown, radio button, or checkbox.
  3. Add a second Dynamic field and set its Display Type to List. This will be used to display information from the entry selected in the previous Dynamic field. Set it up to load options from 'Form Entries'. In the next dropdown, select the same form that you selected in the previous Dynamic field's options. Select any field from that form.
    Dynamic field Product Image Dynamic

    Click Update to save the form so the Anything option is available in conditional logic. Then add conditional logic that says 'Show this field if any of the following match: First Dynamic field equals Anything'.
    Dynamic field Product Conditional Logic
  4. Try it out! Publish your form on a page. When you select an entry from the first Dynamic field, a value from the selected entry will appear in the Dynamic List field.
    Dynamic field List

Display Dynamic field values

You can use the following shortcodes to display a variety of information from a Dynamic field in a form's confirmation message, email notification, or View.

  • Value from linked entry: Display a field value from the linked entry.
    [x show="y"]

    Replace x with the ID of your Dynamic field and replace y with the ID of any field in the linked form.

  • Creation date: Display the creation date of the linked entry.
    [x show="created-at"]

    Replace x with the ID of your Dynamic field

  • Entry ID: Display the ID of the linked entry.
    [x show="id"]

    Replace x with the ID of your Dynamic field

  • User ID information: Show information from the profile of the user who submitted the linked entry. You may use all of User ID shortcode options here.
    [x show="user_email"]

    Replace x with the ID of your Dynamic field.

  • Three level entry information: If you have a Dynamic field that pulls from another Dynamic field, you can display information from the form that the second Dynamic field pulls from. You can use any of the above options to display information from the third level form.
    [x show="y" show_info="z"]

    Replace x with the ID of your Dynamic field, and replace y with the ID of the Dynamic field in the linked form. Replace z with the ID of the field you want to show from the form that the second Dynamic field pulls from. You can also replace z with "created-at", "id", or "user_email".

  • Option Label: Display the option label instead of the saved value. This differs from the value only when the field that the Dynamic field pulls from is a Dropdown, Radio Buttons, or Checkboxes field with Use separate values turned on.
    [x show="label"]

    Replace x with the ID of your Dynamic field.

Additional Customizations

Dynamic draft entries

As of version 5.4, dynamic fields will no longer include data from draft entries. You can use the frm_dynamic_field_include_drafts hook to include both drafts and non draft entries or draft entries only.

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