Stop the Workarounds: We Need Native Multi-Step Forms

// 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
}

// 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

// 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

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.

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"
    ...

// 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;
}

Page Rules:
  IF Employment_Type == "Contractor" THEN skip "Benefits Selection" page
  IF Country != "USA" THEN skip "US Tax Forms" page

• Topic Participants

• Damien Cregan

  

• Ha Son Tung

  

• Rachel

  

• Recent Topics

• Zoho Flow Needs to Embrace AI Agent Protocols to Stay Competitive

  Zoho Flow has long been a reliable platform for automating workflows and integrating various applications. However, in the rapidly evolving landscape of AI-driven automation, it risks falling behind competitors like n8n, which are pioneering advancements

• Important Features Missing

  Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting

• Zoho SignForms: Prefill parameters with spaces render as “+” in the document (even when using %20)

  Hello Zoho Sign team, we are using SignForms with prefill parameters passed via URL. Spaces in parameter values are being rendered as “+” in the finalized document—even when we URL-encode spaces as %20. This is critical for us because we prefill addresses

• Currency selector (based on variable) usage in comparsion

  Hi, I've developed a currency selector based on the following topic, and it's working well in pivot tables and charts: https://help.zoho.com/portal/en/community/topic/how-can-i-allow-my-users-to-choose-a-currency-for-the-dashboard I also have a comparison

• Customize Column in Projects - Default View for Template?

  Is there a way to have the columns you'd like to see added to a template? I want my customized columns to show up every single time I create a project from that template. It appears I can customize them in the template but when I create the project they do not transfer over.  Template: See below how the columns in order are : Task, Owner, Status, Assigned, Website URL, Blog H1..etc. When I create a project from that same template it comes out as: Task, Owner, Status, Tags, Start Date, End Date, etc

• Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

  Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your

• Multi-Page Forms in Zoho Creator!

  Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion

• Email login error

  Login successfully but email page error

• Shared Mailboxes Disappeared

  Zoho Mail users in our company haven't been able to see their Shared Mailboxes for the past few hours. I've checked with App and Web Access, but they can't access them. When I send emails to their addresses, I get no error messages. They're still visible

• Remote Server is misconfigured

  Dear Team, I am unable to use email id as remote server is misconfigured. It would be really great if you could help on this and get this resolved. Thanks & Regard Rohit Gupta

• why cant i access my email account. it keeps asking me for reverifiying my account by entering my password.

  I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.

• Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

  Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our

• Workdrive and ChatGPT Team Synced Connectors

  Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition

• Alias Name (on items) use case in Zoho inventory

  Hey, Hope everyone is well. Wondering if anyone can shed some light on the use case of Alias Names on Products in Zoho Inventory? Cheers, Chris

• Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

  I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify

• Send e-mail with attachments

  Dear Zoho, How is that possible in Zoho Flow to send an e-mail with attachment?  Just a simple example: Zoho Flow checks my Zoho mails and if the conditions starts the trigger then I would like to send an email with the original email's attachment. Any idea? BR, Adam

• How to I get checkboxes on a subform to update via deluge

  Hello, would someone be able to tell me what I'm doing wrong here? I am trying to take the contents of a Deals subform and add them to an invoice then update the checkbox on each row so that 'add to invoice' is unticked and 'invoiced' is ticked. The output

• Unified customer portal login

  As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

• Zoho Projects - Task Owner filter at Project level

  Hi Projects Team, The feature requests I would like to raise is the ability to create a custom view at the project level for projects with tasks owned by a user or users. For example "Ashley's Projects" custom view might contain a list of project in which

• Cadences

  I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't

• Would be really awesome to have Created Time and Modified Time showing for custom functions list

  It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you were

• Ticket Export Does Not Include Ticket Threads

  Dear Zoho Desk Support Team, I hope you’re doing well. I would like to report an issue regarding the ticket export functionality in Zoho Desk. Currently, when exporting tickets, the ticket threads or conversation history are not included — only the ticket

• Payments made notification

  This is a really wonderful feature but we can only use it for about 50% of payments made & have to revert to sending statements which is a real chore. Credits applied to the bills paid in the notification aren't included & this causes great confusion in the accounts receivable departments. Please, please add this required feature asap ! .....

• ZOHO DESK link with Power BI

  HI, I am using ZOHO Desk for last two years and now my client is asking to integrate ZOHO desk data to Power BI so that they can use Data for reporting. Kindly guide in details so that i can give access to ZOHO desk export data for more visibility.

• URLs being masked despite disabling tracking

  Hey, We had disabled click tracking from an email update we are sharing with our users. Despite this, the URL the end user is receiving is masked, and looks like "https://qksyl-cmpzourl.maillist-manage.net/click/1d8e72714515cda6/1d8e72714515ca70" instead

• Dashboard Autorefesh

  Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed

• Deferred/ Unearned revenue

  Dear Zoho Team, Just in case you have missed out my query posted few days ago: We issue invoices relating to 12-month web hosting service. When we issue the invoice, we should record the entire amount of the invoice as DEFERRED/UNEARNED REVENUE (ie. $10

• Bigin Android app update: Zoho Books integration

  Hello everyone! We’re excited to introduce Zoho Books integration on the latest version(v1.8.5) Bigin Android app. Once the integration is completed in the web(bigin.zoho.com), the Zoho Books tab will be visible in detail View of Contacts, Companies,

• Audit Log enhancements: Increased retention period, better user visibility, and more

  Hello everyone, The Audit Log brings in the following enhancements which improve the overall ability to manage data. Why did we make these updates? Extended Data Retention: Audit data can now be filtered and exported for a 60-day period, doubling the

• Question Regarding Managing Sale Items in Zoho Books

  Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export

• System flaws and lack of response from Zoho

  I have had to go on here as no-one is replying to my emails regarding my problem (been 10 days and no email reply) and your chat facility online through your Zoho Books software opens and closes immediately, so not functioning properly. I actually called

• Customer Grouping

  Hi, how can I group multiple customers into single group. So that I can have idea of accounts receivables of all the customers in single group. Like if there are multiple subsidiaries of same company we have having a business with, and want to view the

• Two currencies

  More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make

• GST Slabs Redefined: Stay Compliant Using Zoho Books!

  Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special

• Edit item custom fields

  Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !

• Use Zoho Books to bill for work done in Zoho Desk??

  I'm trying to see if something is possible (and if yes, how). We use Zoho One to manage our business. We have a lot of clients that will put in a ticket (via portal) to have work done. Out techs will pick up the ticket, do the work, and then log the time

• Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

  Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information

• Bank Receipt Catagorization

  Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer

• Payment on a past due balance

  Scenario: Customer is past due on their account for 4 months. We suspend their billing in Zoho books. Customer finally logs into the portal and enters a new credit card. We associate that cardwith their subscription, which will permit the card to be used

• How to export all line-item descriptions for a specific item in Zoho Books?

  I am trying to audit a specific item (“Item X”) that has been invoiced multiple times with different line-level descriptions. Here’s the situation: I am using Zoho Books (Professional). Each invoice may contain the same item but with different descriptions

• Next Page