File Uploads - Ninja Forms

Modified on Tue, 18 Jul 2023 at 01:47 AM


  1. Adding and configuring a File Upload option for your users
  2. Attaching an uploaded file to an email
  3. Saving uploaded files to Dropbox, Google Drive, or Amazon S3
  4. File Uploads General Settings
  5. Advanced functionality

Adding a File Upload option to your form

A File Uploads field can be added to the form by clicking on the Add Field Button on the bottom right, then choosing the File Upload field from the list.

add new field buttonchoose-the-file-upload-field

Configuring your File Upload field

Click on the File Upload field to open its settings window.

File Upload Configuration

General Settings

Label

The name of the field as displayed to your users.

Required Field

If enabled, this field must be completed before the form can be submitted.

Save to Server

Enabled by default, this option will save an uploaded file to your server when the form is submitted.

Rename Uploaded File

If you want the file to retain the name your user gave it, leave this blank. If you prefer your own naming convention, you can enter it here using the merge tag button.

There is a {file:extension} merge tag, but that doesn’t have to be added to the end of the setting as it will be added automatically.

The {file:name} and {file:extension} merge tags are only used the field settings and can’t be used in actions or other places. You can also create directories using / in the name.

The old style “shortcodes” are still supported for renaming and can be mixed with merge tags. These shortcodes can be found in the expandable section immediately below:

Renaming Conventions










Save to Media Library

If this setting is enabled, the File Upload will be saved to the server’s Media Library.

You can retrieve data about the attachment created in the media library using the following merge tags:

{field:my_field_key:attachment_id} – the ID of the attachment
{field:my_field_key:attachment_url} – the URL of the attachment
{field:my_field_key:attachment_embed} – an HTML image of the attachment

Restrictions Settings

Restriction Settings

File Limit

Use this option to adjust the number of files that be uploaded from this File Upload field.

Maximum File Size

Set the maximum size of the file that can be uploaded here. This setting defaults to MB. Your server also likely has a maximum file size limit, so if you set something here and users still cannot upload files of that size, contact your host to have the server file size limit increased.

Minimum File Size

Set the minimum size of the file that can be uploaded here. This setting defaults to MB

Allowed File Types

This setting creates a allowlist of the types of files that can be uploaded by file extension (i.e. .pdf, .jpg, .png, .xls, etc). With data entered into this setting, users will be able to upload files of that type only.

Display Settings

Display Settings

Description

Any text entered here will appear between the label and the field.

Select File Button Text

By default, the text that appears on the File Uploads button when viewing the form will read “Select Files”. That can be changed to whatever you like here.

Show Advanced Features


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Attaching an uploaded file to an email

This can be accomplished in two ways, the first method via merge tag, which will then create a link to the file(s) uploaded in the received email.

Sending a download link with the email

  1. From the Emails and Actions tab, edit the email action by clicking on the action’s gear symbol. From here, click the merge tag button located in the Email Message line, shown below. Merge tag button2. Add in the File Uploads merge tag to the Email Message body by simply clicking on it. Should your list show many merge tags, and you have trouble locating the correct tag, take advantage of the merge tag search bar and type File Uploads to locate the appropriate tag.

Attaching the file(s) to the email

The second method will attach the file(s) itself to the email itself.

  1. From the Emails and Actions tab, edit the email action by clicking on the action’s gear symbol.
  2. From the pull out drawer, scroll down to the Advanced tab and click to drop down.
  3. Then activate (click) the Attach File Uploads toggle.

Attach File Uploads toggle


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Saving uploaded files to Dropbox, Google Drive, or Amazon S3

This process requires 2 steps: 1) adjusting plugin settings and 2) adjusting form settings

1. Set up your plugin settings to send uploaded files to an external service

Connecting Ninja Forms to Dropbox

Connect to Dropbox settings


Connecting Ninja Forms to Amazon S3
Amazon S3 Settings

Connecting Ninja Forms to Google Drive

Connect to Google Drive button


2. Set up your form to send uploaded files to an external service

Now that you have your plugin configured to send to either Dropbox or Amazon S3 (step 1), you need to add and configure an External File Upload action on the form itself. Open your form and navigate to the Emails & Actions tab, then click the blue circle/+ in the bottom right corner to add a new action.

add new external file upload

Under the External File Upload Action, you can choose the service you would like the files from your form to save to.
choose-external-service


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File Uploads General Settings

Access these settings in your WordPress dashboard under Ninja Forms > File Uploads.

Browser Uploads

the browser uploads tab

This tab allows you to view or delete all uploaded files that have been saved to your server. You can sort by form or by date.

Upload Settings

the upload settings tab

  • Max File Size (in MB) – The Max File Upload size allowed per form.
  • File upload error message – The Error Message that the user receives when the Max File Size is met.
  • Custom Directory – Is used to create dynamic directories.

If you migrate from another server and the File Uploads path is pointing to the older server location, you can deactivate then reactivate your File Uploads and Ninja Forms plugins to reset the file path.

Advanced Functionality

Please note that modifying your add-on with custom code is outside the scope of support that we are able to provide. However, this section provides solutions to highly specific use cases of File Uploads that may come in handy if you find yourself needing them!

Sending a direct link to the public URL of a file uploaded to External Services

To enable a direct link to the public URL for the uploaded file on Dropbox, Google Drive, or Amazon S3, turn on ‘Use Public URL’ setting in Ninja Forms > File Uploads > External Settings


Allowing file types in File Uploads that are not normally allowed by WordPress

For security purposes, File Uploads only allows the upload of file types that WordPress allows. However, this list of file types can be amended with the 'ninja_forms_upload_mime_types_whitelist' filter.

If Allowed File Type is Set UpIf Allowed File Type is not Set Up
Add to functions.php

add_filter( 'ninja_forms_upload_mime_types_whitelist', 'my_ninja_forms_upload_mime_types_whitelist' ); function my_ninja_forms_upload_mime_types_whitelist( $types ) { //$types['esx'] = 'application/octet-stream'; return $types; }
 add_filter( 'ninja_forms_upload_check_mime_types_whitelist', '__return_false' );

Copy & paste both the function and the filter if you set up the allowed file types – File Uploads > Restrictions > Allow File Types – within the File Uploads field of your form.

Note: The WordPress uploads folder is accessible by default on WordPress installations. To limit access to the WordPress Uploads folder, you may want to use an .htaccess file.

Known Issues

Multibyte

If you require multibyte support but do not have the PHP multibyte (mbstring) extension installed on your host, you may run into an error that says:

Fatal error: Uncaught Error: Call to undefined function NF_FU_VENDOR\mb_check_encoding()

(or some other PHP function starting with `mb_`).

If this happens, please ask your hosting company to enable the PHP multibyte (mbstring) extension on your account and this will clear up this issue for you.

Our plugins do not use the multibyte extension at all; however, the libraries we use to connect to Google, Amazon, and Dropbox have a backup solution for servers without the extension. WordPress also has its own backup solution. These two conflict and that conflict produces the error. By using the standard PHP extension on your site that requires it, you will avoid this conflict completely and use the most up-to-date functionality.

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