After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearly two decades:
The Issue
Zoho Creator currently has no native support for multi-page forms (also known as wizard forms, step forms, or tabbed forms). When building applications with complex data entry requirements—employee onboarding, loan applications, patient intake, vendor registration—developers have no built-in way to break a single form into logical, digestible steps.
Meanwhile, Zoho Forms has had robust multi-page form support for years, including page breaks, progress indicators, conditional page navigation, and page rules. This creates an inconsistency within Zoho's own product ecosystem.
The Product Asymmetry
The disparity between Zoho Forms and Zoho Creator is striking:
| Capability |
Zoho Forms |
Zoho Creator |
| Page Break field type |
✓ Native support Drag-and-drop page breaks |
✗ Not available |
| Progress indicator / Step bar |
✓ Built-in Shows respondent progress |
✗ Not available |
| Page navigation (Next/Previous) |
✓ Automatic Customizable button labels |
✗ Not available |
| Conditional page skipping |
✓ Page Rules Skip pages based on answers |
✗ Not available |
| Page-level validation |
✓ Validates before advancing |
✗ Not available |
| Single form, single record |
✓ Yes |
✗ Requires multiple forms |
The irony: Zoho Forms—a standalone form builder—has more sophisticated form UX capabilities than Zoho Creator—a full application development platform. Developers building enterprise applications in Creator are stuck with inferior form experiences compared to a simple survey tool.
Example Use Case
Consider an Employee Onboarding Form with 40+ fields across these logical sections:
- Step 1: Personal Information (name, contact, emergency contacts)
- Step 2: Employment Details (position, department, start date, manager)
- Step 3: Payroll & Banking (bank account, tax forms, direct deposit)
- Step 4: Benefits Selection (health insurance, retirement plans)
- Step 5: IT & Equipment (laptop preference, software access, badge photo)
- Step 6: Policies & Acknowledgments (handbook, NDA, consent forms)
Desired behavior: User completes each step, sees their progress, and can navigate back to review previous sections—all within a single form that creates a single record.
Current reality: User is presented with a massive scrolling form with 40+ fields, or developers must implement complex workarounds using multiple forms, lookups, and Deluge scripts.
The Current Workarounds (All Suboptimal)
To achieve multi-page form behavior, developers are forced into one of these suboptimal approaches:
Workaround 1: Multiple Related Forms ("Form Chain")
Create separate forms for each "step" and link them via lookups. Use Deluge scripts to pass record IDs between forms and auto-populate fields.
// Step 1 form On Success:
step2_url = "#Form:Step_2_Employment?Employee_Lookup=" + input.ID;
openUrl(step2_url, "same window");
// Step 2 form On Load:
if(input.Employee_Lookup != null)
{
emp = Employee[ID == input.Employee_Lookup];
input.Name = emp.Name;
input.Email = emp.Email;
// ... populate all fields from Step 1
}
- Problem: Data is scattered across multiple tables
- Problem: Complex lookup relationships and Deluge scripting required
- Problem: No "go back" functionality—user must start over if they need to edit Step 1
- Problem: Reporting requires joining multiple forms
- Problem: Breaks the single-record-per-entity principle
Workaround 2: Stateless Form Daisy Chain
To avoid creating "junk" records when users abandon the form mid-process, advanced developers use Stateless Forms for intermediate steps, passing all field values via URL parameters, and only writing to the database on final submit.
// Step 1 Stateless Form - "Next" button:
step2_url = "#Form:Step_2_Stateless?"
+ "Name=" + encodeUrl(input.Name)
+ "&Email=" + encodeUrl(input.Email)
+ "&Phone=" + encodeUrl(input.Phone)
+ "&Address=" + encodeUrl(input.Address)
+ "&City=" + encodeUrl(input.City)
+ "&State=" + encodeUrl(input.State)
+ "&Zip=" + encodeUrl(input.Zip);
// ... repeat for EVERY field
openUrl(step2_url, "same window");
// Step 2 Stateless Form - "Next" button:
step3_url = "#Form:Step_3_Stateless?"
// Pass ALL fields from Step 1 again...
+ "Name=" + encodeUrl(input.Name)
+ "&Email=" + encodeUrl(input.Email)
// ... plus all Step 2 fields
+ "&Department=" + encodeUrl(input.Department)
+ "&Manager=" + encodeUrl(input.Manager);
openUrl(step3_url, "same window");
// Final Form - actually saves the record
- Problem: Stateless forms cannot use advanced field types including Subforms, File Upload, Signature, Image, and Audio—severely limiting data collection capabilities
- Problem: Every single field must be manually mapped in URL strings
- Problem: Adding one field to the schema requires updating scripts on every "Next" button
- Problem: URL length limits restrict how many fields can be passed
- Problem: No "go back" functionality—previous values are lost unless passed forward
- Problem: Extremely brittle—maintenance nightmare for forms with 30+ fields
Workaround 3: CSS Hacks ("Fake Tabs")
Use Notes fields with custom HTML/CSS to create tab-like visual navigation, combined with hide/show field rules triggered by a radio button "step selector." This can work with individual fields or Section fields (to hide/show groups at once).
// Radio field "Current_Step" with options: Step 1, Step 2, Step 3...
// On User Input of Current_Step:
if(input.Current_Step == "Step 1")
{
show Section_Personal_Info;
hide Section_Employment;
hide Section_Banking;
}
else if(input.Current_Step == "Step 2")
{
hide Section_Personal_Info;
show Section_Employment;
hide Section_Banking;
}
// ... repeat for each step
- Problem: Requires hiding/showing every field or section individually—maintenance overhead
- Problem: CSS styling is fragile and may break with Creator UI updates
- Problem: No native progress indicator—must build custom UI in Notes fields
- Problem: Validation doesn't prevent "next step" navigation if current step has errors
- Problem: All fields still load in DOM regardless of visibility, impacting performance
- Problem: Collapsible sections are all visible simultaneously—not a true wizard experience with enforced linear progression
Workaround 4: Zoho Forms Integration
Build the multi-step form in Zoho Forms (which has native support), then push data to Creator via webhooks or integrations.
- Problem: Requires additional Zoho Forms subscription
- Problem: For in-app forms, users must leave the Creator application entirely, complete the form in Zoho Forms, then return to Creator—a jarring, disconnected experience
- Problem: Data synchronization is not instantaneous—there can be delays before records appear in Creator
- Problem: Loses Creator-specific field types (lookups to existing data, formulas, subforms)
- Problem: Integration complexity and potential sync failures
- Problem: Cannot use Creator's built-in workflows on form submit—must rely on integrations
Workaround 5: Custom JavaScript Widget
Build a completely custom multi-step form interface using a JavaScript Widget that handles the UI, then submits data to Creator via API.
- Problem: Requires JavaScript development expertise—completely inaccessible to citizen developers and new users who chose Creator specifically for its low-code promise
- Problem: Must build and maintain custom form validation, navigation, progress indicators from scratch
- Problem: Loses all native Creator field types and behaviors—must recreate lookups, dropdowns, validations in JavaScript
- Problem: API authentication and connection management adds complexity
- Problem: Widget UI doesn't automatically match Creator's styling or theme changes
- Problem: Significant development time for what should be a basic platform feature
What Should Happen Instead
Proposed Solution 1: Page Break Field Type
Add a "Page Break" field type to the Form Builder (matching Zoho Forms functionality):
Form Builder → Field Types → Page Elements → Page Break
Drag the Page Break field between sections to create multi-page forms.
Each page displays with Next/Previous navigation buttons automatically.
Proposed Solution 2: Progress Indicator Configuration
Allow developers to configure a progress bar or step indicator:
Form Properties → Multi-Page Settings:
☑ Enable progress indicator
○ Progress bar style
○ Numbered steps style
○ Named steps style
Step Labels:
Page 1: "Personal Info"
Page 2: "Employment"
Page 3: "Payroll"
...
Proposed Solution 3: Page-Level Validation
Validate required fields on the current page before allowing navigation to the next page:
// Deluge: On Page Change (new event)
if(input.Current_Page == 1 && input.Email == null)
{
alert "Please enter your email address before continuing.";
cancel page change;
}
Proposed Solution 4: Conditional Page Navigation (Page Rules)
Allow pages to be skipped based on field values (matching Zoho Forms' Page Rules):
Page Rules:
IF Employment_Type == "Contractor" THEN skip "Benefits Selection" page
IF Country != "USA" THEN skip "US Tax Forms" page
Real-World Impact
This limitation affects any application requiring:
- Employee onboarding — HR systems with 30-50+ fields across multiple categories
- Customer applications — Loan applications, insurance quotes, account opening
- Patient intake — Medical history, insurance, consent forms, symptoms
- Vendor registration — Company info, compliance documents, banking details
- Event registration — Attendee info, session selection, dietary requirements, payment
- Grant applications — Project details, budget, team info, supporting documents
- Any complex data collection — Where form abandonment due to length is a concern
User Experience Impact: Research consistently shows that multi-step forms have significantly higher completion rates than single long forms. This is due to the "Goal Gradient Effect"—users are psychologically more motivated to complete a task as they see progress toward the finish line. A progress bar creates momentum; an endless scroll creates cognitive overload and abandonment.
Database Architecture Impact:
The workarounds described above force developers to fragment a single logical entity (e.g., "Employee") into multiple physical tables (Personal_Info, Employment_Details, Banking_Info, IT_Equipment) just to achieve visual pagination.
- Reporting nightmare: Every report requires complex joins across multiple forms
- Integration complexity: External systems expect a single record, not fragments across tables
- Data integrity risk: Orphaned records when users abandon mid-process
- API overhead: Multiple API calls required to fetch what should be one record
The desired state is simple: one logical entity = one database table, with the UI handling pagination visually—not structurally.
The Business Case for Zoho
Why this benefits Zoho:
- Product consistency: Aligns Creator with Forms and other Zoho products that already support multi-step data entry
- Competitive positioning: Platforms like Salesforce, Microsoft Power Apps, and OutSystems offer native wizard/multi-step form capabilities
- Reduced support burden: Eliminates community posts and support requests for workarounds for this basic functionality
- Enterprise readiness: Complex enterprise applications require sophisticated form UX—this is table stakes for enterprise adoption
- Developer productivity: Native wizard capabilities remove the overhead of building UI workarounds from scratch, cutting development cycles by hours. Instead of troubleshooting custom flow-control scripts, developers can focus on optimizing user experience and accelerating time-to-market for core business features.
Request to Zoho Team
Can this finally be addressed?
After over 17 years of community requests, the need is clear and well-documented. The current implementation forces developers to choose between:
1. Poor User Experience
Present users with overwhelming, scroll-heavy single-page forms that increase abandonment rates
|
2. Excessive Complexity
Spend days implementing fragile workarounds using multiple forms, CSS hacks, or external integrations
|
We shouldn't have to make this choice—especially when Zoho Forms already has this capability built-in.
Community Input Requested: What workaround have you used in the absence of native support? Please add your voice to this long-standing request.
📚 Documentation References:
🔗 Related Community Discussions (17+ years of requests):
Recent Topics
Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.
Zoho Books | Product updates | July 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From plan-based trials to the option to mark PDF templates as inactive, explore the updates designed to enhance your bookkeeping experience. Introducing Plan Based Trials in Zoho
Zoho Books | Product updates | August 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.
Update or Upsert Records Using Unique Custom Fields
Hello customers, We've enhanced the process of updating records via API. You can now: Update records using unique custom fields Upsert records using unique custom fields Note: Both the features are available in the Zoho Books and Zoho Inventory apps.
[Webinar] Understanding the New Invoice Management Systems
Join industry expert CA Pritam Mahure as he discusses the importance of the new Invoice Management System (IMS) and its impact on taxpayers. Topics Covered: - Concept of IMS and pre-requisites - Applicability and Restrictions on Invoices/Records for IMS
Accounting on the Go Series-51: Effortless Transactions: Create and Manage Directly from Uploaded Documents
Hello everyone, We’re back with another useful feature that makes working with Zoho Books even easier! This time, we’re simplifying the process of creating transactions directly from uploaded documents. Imagine you’re out meeting clients, and you receive
[WEBINAR] Effortless migration to the VAT-ready South Africa edition of Zoho Books
Hello there, If you are one of our early users from South Africa using the older edition of Zoho Books, this webinar is for you! We have now launched a new South Africa edition with VAT support, to which you can migrate your existing data. Join this session,
Accounting on the Go Series-52: Capture Receipts on the Go, Right from Your Lock Screen.
Hello everyone, We’re excited to introduce a feature that will make your life so much easier—especially for those constantly on the move! With iOS 18, Zoho Books now allows you to capture receipts directly from your lock screen using Locked Camera Capture.
AT - Austrian Accountant familiar with ZOHO
Hello, as I have just migrated to ZOHO and unfortunately have to change my accountant next year, I am looking for an accountant (for Austria) who already has experience with Zoho or who already manages clients using Zoho books. Is there anyone here from
Zoho Workflow issue
Dear Zoho Users, I have Zoho Books premium subscription, I have created a email alerts workflow for Invoices and following are the configurations for the same: 1. Workflow for Invoice module 2. Choose when to tigger - created or edited 3. Filter the triggers
Accounting on the Go Series-53: Swift Transactions at Your Fingertips-Zoho Books in Your Control Center
Hello again, We’ve all had those moments where you need to get something done quickly, but the process of unlocking your phone, finding the app, and navigating through menus slows you down. Now, with Zoho Books integrated into the iOS 18 Control Center,
Update on PDF Download Issues Caused by Antivirus Software
Hello users, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
Accounting on the Go Series-54: Effortlessly Find Your Zoho Books Customers in Your Phone’s Contact List
Hello Zoho Books users! How are you all ? We’re happy to share a handy new feature in Zoho Books mobile app. Now, you can access your Zoho Books customers right from your phone's contact list, making it easier to stay connected on the go. How this can
Integration of Phase 2 -e-invoicing- KSA
Zoho Team, I want to get a training of integration of phase 2 invoicing KSA in zoho step by step.
I can not save new invoice
Hello Now I am trying to save a new invoice but I can not save it because showing unpaid invoice warning which are not overdue. Please let me know how to skip unpaid invoice warning letter and save new invoice. Thank you
ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION
HELLO I WANT TO ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION FOR SALES ORDER . I HAVE SET %StatusStamp% IF APPROVAL I WANT THAT TEXT TO BE DISPLAYED WITH GREEN COLOR OTHERWISE OF OTHERR STATUS RED COLOR AS SHOWN IN CODE BELOW . BUT IT
Accounting on the Go Series-55: Seamlessly Add New Vendors While Creating Transactions from Scanned Documents
Hi there! We’ve made handling documents and vendors in Zoho Books even simpler. Now, when you upload a document and scan it, if the app detects a vendor that isn’t already in your organization, you don’t have to leave the page to add them manually. With
Accounting on the Go Series-57: Effortlessly Add and Manage Bank Accounts from the Zoho Books Mobile App
Hi all, Great news for our users in the US and Canada! Managing your finances just got a whole lot easier. Zoho Books has always made it seamless to integrate bank accounts and fetch feeds automatically. Now, we’re taking it up a notch—directly from the
Accounting on the Go Series:58-Effortless Compliance: Download XML for Invoices & Credit Notes on Mobile
Hi there! In Mexico, XML files are crucial for electronic invoicing and fulfilling SAT (Tax Administration Service) requirements. These files ensure your transactions are accurately recorded and tax-compliant. Now, you don’t need to rely on the web app
Auto Generated Invoice number YEAR
Auto Generated Invoice number shows transaction year as 25 even though it's 24 still.
Books generiert keine valide XRechnung
Hallo zusammen, ich möchte hier ein Problem ansprechen, das mir aktuell bei der Nutzung von Books erhebliche Schwierigkeiten bereitet, und hoffe auf Austausch oder Lösungsansätze von anderen Nutzern. Bei der Erstellung von XRechnungen mit Books treten
WHEN UPDATE ORGANIZATION INFO OLD INVOICES ALSO CHANGE INVOICING DATA
Hi We have updated our tax information because we have become a company, up until now we were an individual. The problem is that when updating the data in the zoho books profile all the old invoices change their tax information as well. Is there a way
Invoice import error - duplicate customer name column - there are no duplicates
It is not allowing the importing of any rows because of a duplicate customer name problem, but there are no duplicates in the custoemr name row. Has anyone dealt with this issue before?
[WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration
Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February
Customize Layout
I am using "Customize Layot" for customize Quotation template but I try to add logo into the header by "%ScaledLogoImage%" code but dont add logo into header. what is problem?
Problem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers
I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, instead
UK MTD ITSA
UK Making Tax Digital for Income Tax I have had notice this is to apply from April 2026. What is Zoho doing about this? I will need to start planning to implement this in the next months so need an update as to what I will and will not be able to do in
Zoho Books Roadshows are back in the UAE!
Hello there, Business owners and accounting professionals of the UAE, we’re coming to your cities! FTA accredited Zoho Books is now officially one of the Digital Tax Integrators in the UAE. With the newly launched direct VAT filing capabilities, we're
New user After moving over from QBO
New user observations/suggestions. QBO took away a lot of features I was used to with the desktop version. Chaos ensued. Zoho Books has a lot of what I was used to and a bit more. Good deal Some things I have run into and suggest some upgrades. 1: The
Sole Trader - Financial Advisor (Appointed Representative) - Paid via Capital Account but no Invoicing...
Hi. I'm about to venture into a new business after 12 months of intensive learning/exams. A little chuffed if I may say so especially at 52! I really like the look of ZoHo Books for my modest enterprise but I'm in need of some guidance, please. My services
Multi-Unit Inventory with Flexible Unit Selection (Purchase in One Unit, Sell in Another)
We need multi-unit inventory management in Zoho Books with the flexibility to choose units (e.g., Box or Piece) at the time of purchase or sale. For example, if 1 Box = 10 Pieces, we should be able to record purchases in Boxes but sell either in Boxes
Disputed Purchase Invoices
We have recently moved to Zoho Books from Sage. In Sage we were able to post a purchase/vendor invoice but mark it as on dispute. This would usually be a pricing query or if something was damaged. It would show in their ledger, so we could agree their
No TDS Deduction
In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before we
CBSA - GST CHARGES on imports
Hi there, We have a questions about landed cost categorization. We received a shipment from overseas. CBSA invoiced us for the GST on the items. Now we entered the CBSA-GST as a separate bill and attached it as landed cost to the main invoice based on
Zoho Books
How do I manually insert opening balance?
Sales order & purchase order item links for item details
This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,
Bank charges are applied. Please select a bank account.
Hello, I'm trying to add bank charges to a customer payment, but I get the error message "Bank charges are applied. Please select a bank account." I found this old thread, where it says that I need to "select a Bank account for the 'Deposit To' dropdown
How to add receipts
How to add receipts
Support for auto-upgrade in TrueSync (for Windows)
WorkDrive TrueSync app now supports auto-upgrading to the latest version for Windows OS. You must manually download and install the TrueSync app version 3.4.0 to avail this feature. Download the latest TrueSync app for Windows (version 3.4.0) Supported
WorkDrive API Documentation
WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.
Next Page