Effortlessly collaborate with your team and boost productivity using Zoho Forms

Effortlessly collaborate with your team and boost productivity using Zoho Forms



Working with a team can lead to complications, especially when it comes to sharing and editing forms. Zoho Forms, a powerful form-building tool, is equipped with features that make team collaboration efficient and seamless. In this article, we will explore the different ways you can share forms with users and groups, edit form structures, and share form entries across your organization.
 
Sharing forms: Enabling access to submissions for users in Zoho Forms
 
To share a form, navigate to the form's Share tab, select the users you want to share with, and enable the View and Submit permission. Now, users in your organization can access and submit a form directly from their own Zoho Forms accounts.
 

 
Editing forms: Collaborating on structures in Zoho Forms
 
If you want your collaborators to edit the structure of your form, simply enable the Modify Form permission. This will allow other users to make changes to the form's structure, so you can work together to improve the form's design, usability, and effectiveness.
 
You can even start a Cliq chat with collaborators by clicking on the Collaborator icon at the top of the page.


 
Refer to this link for more information.
 
Sharing forms with groups: Multi-user access and submission in Zoho Forms
 
With this option, you can share forms with multiple groups in your organization and allow each group's members to view and submit the form. If you're an Admin, and you're not part of any group, you can create a group in your Zoho Directory by clicking Create Group from the top-right corner.
 

 
Sharing entries: Creating dynamic reports for collaboration in Zoho Forms
 
To share form entries with your colleagues, you can create a report from the entries and share it with other users. If the report is shared in Read/Write mode, users can even edit and export entries. Zoho Forms generates dynamic reports, which automatically reflect any changes made or new entries added. This enables your team to work together seamlessly, ensuring that everyone has access to the latest information.


 
Collaborating with your team members using Zoho Forms has never been easier! Whether you want to share forms, edit form structures, or share form entries, Zoho Forms has got you covered. By leveraging these powerful features, you can streamline your workflows and boost productivity within your organization. Try out these collaboration options today!
 
Give this tip a try and let me know how it goes. You can also send your thoughts and feedback to support@zohoforms.com.

Until next fortnight,
Niveditha

    • Sticky Posts

    • Easily track referrals with Zoho Forms

      Referral tracking can be a powerful way for businesses to understand where their leads are coming from. With Zoho Forms, tracking the referral sources of your leads is an easy and straightforward process. Here are some tips to help you make the most of

    • 9 Ways to use Zoho Forms this Navratri

      Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettable

    • The secret to collecting data from valid users

      Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensures

    • Storage space in Zoho Forms: The ultimate guide to efficiently managing your data

      Are you using Zoho Forms for data collection? As with any data-intensive application, understanding how storage space is calculated is essential. That's why we've created this guide— to show you everything you need to know about managing storage space

    • Linking primary form submissions to a second form submission

      Let's imagine you have a form that you use to request a minimal amount of data from your users. To collect additional information, you redirect them to another form either automatically or based on a condition. During the course of redirection, you can

    • Recent Topics

    • Metadata API Access to Functions

      I think it would be incredibly helpful to have api access to every function's code. Our team primarily uses deluge functions to update fields across modules according to business logic. I would like to create a visual dependancy model for our CRM, but

    • Historical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk

      My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

    • Introducing Record Category in CRM: Group options to see record status at a glance.

      Release update: Currently available for CN, JP, and AU, CA, Sa, and UAE DCs (all editions); EU, US, and IN (Standard and Professional editions). It will be made available to other DCs by mid-March. Hello everyone, We are pleased to introduce Record Category

    • Service disruption in Zoho Cliq (EU Region) – February 9, 2026

      Hello everyone, We’d like to inform you about a brief service disruption that affected Zoho Cliq users in the EU region earlier today. The issue has been resolved, and all services are now operating normally. Summary On February 9, 2026, Zoho Cliq experienced

    • Spotlight series #26 - Build slides with visual clarity using Diagram

      Hello all! The feature in the spotlight this month is Diagram. Let's say you are a part of a project kickoff meeting and your teammate starts explaining the project life cycle like this: "First we ideate, then we create an initial prototype and share

    • Client scripts for Zoho Books ?

      Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

    • Uplifted homepage experience

      Editions: All editions. Release Note: Available in CA and SA DCs (Standard, Professional). Availability update (17th February 2026): The feature has been enabled for the following DCs: All editions in the CA and SA DC | Free, Standard and Professional

    • Crossbeam

      Does anyone use Crossbeam with their Zoho CRM? I'm looking for a way to import Crossbeam partner leads into Zoho CRM. If so: - What's your experience been like? - Are you able to automatically import Crossbeam leads > Zoho CRM? How? - What doesn't work

    • Access forms within a form

      I have multiple forms that I would like to create access to for users within one form. Example: I have forms A, B, C, D. I would like to create a form with the links to forms A, B, C, & D. That way we can send one link and then the user can select the

    • WorkDrive issues with Windows Explorer Not Responding

      We are using WorkDrive to collaborate on editing video content. We have a lot of files and quite a few are a few gigs. Recently anytime I try and work with the files Explorer freezes for a couple minutes whether it's dragging the files into Premiere or

    • Issues with Actions By Zoho Flow

      Hi, I have a workflow that fires when a deal reaches a stage. This then sends out a contract for the client to sign. I have connected this up through Actions by Zoho Flow. Unfortunately this fails to send out. I have tracked it down to the date fields.

    • Fill Mail Merge document up with subform fields of an Inventory module record being in the Related List

      Hi, I try to insert subform fields from an inventory module record being on the Related List of another inventory module record into a Mail Merge template without success. For example: we use ratecards in licensing and this ratecard items are available

    • Enhancements for Currencies in Zoho CRM: Automatic exchange rate updates, options to update record exchange rates, and more

      The multi-currency feature helps you track currencies region-wise. This can apply to Sales, CTC, or any other currency-related data. You can record amounts in a customer’s local currency, while the CRM automatically converts them to your home currency

    • Better use of contacts

      Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can't

    • How can we add products using a Wizard?

      We want to create a Wizard to add products. Why is there no possibility to use the products module when creating a wizard?

    • Orphan email alias blocking user creation – backend cleanup required

      Hello Zoho Mail Support, I´m unable to assign or create the address xx@iezzimatica.ar in my organization. Current situation: Alias cannot be assigned to any user (system says it is already in use) New user with this address cannot be created Address does

    • Ensure Consistent Service Delivery with Comprehensive Job Sheets

      We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on

    • Something wrong with client script??

      Someone have the same feeling? Client script behavior become very strange..

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • Polish signer experience to compete with docusign

      I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve the

    • how to change the page signers see after signing a document in zoho sign

      Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!

    • Digest Janvier - Un résumé de ce qui s'est passé le mois dernier sur Community

      Bonjour chers utilisateurs, Le premier mois de l’année est déjà derrière nous ! Découvrons ensemble comment s'est passé janvier pour Zoho Community France. Nous avons démarré le mois avec une nouvelle intégration entre Zoho Desk et Zoho Contracts. Cette

    • contact support

      I have 2 request for a phone call and not received one call as promise!

    • Can we fetch Deal owner and Deal owner email with COQL?

      While fetching deal deatils with coql api and while fetching deal owner name and email it is just giving owner id not ginving name and email https://www.zohoapis.in/crm/v2/coql

    • Zoho Social - Cliq Integration / Bot

      Dear community / zoho, I am looking for a way to create a bot within Zoho Cliq to update my colleagues about our Zoho Social activities. For example, if a new post is published, it would be great if this post automatically would be shared in our social

    • Comment to DM Automation

      Comment to DM automation feature in Zoho Marketing Automation, similar to what tools like ManyChat offer. Use case: When a user comments on a social media post (Instagram / Facebook), the system should automatically: Send a private DM to the user Capture

    • Send / Send & Close keyboard shortcuts

      Hello! My team is so close to using Zoho Desk with just the keyboard. Keyboard shortcuts really help us to be more efficient -- saving a second or two over thousands of tickets adds up quickly. It seems like the keyboard shortcuts in Desk are only for

    • Handling Agent Transfer from Marketing Automation Journey to SalesIQ WhatsApp

      We are currently using Marketing Automation for WhatsApp marketing, and the features are great so far We have a scenario where, during a campaign or journey, we give customers an option to chat with our sales team. For this, we are using SalesIQ WhatsApp

    • Webinar - Getting Started with Zoho LandingPage

      Want to launch landing pages that support real marketing goals? This webinar is designed to help you understand the role landing pages play in your overall campaigns and how they contribute to lead generation and conversions. During this session, you’ll

    • Increase Round Robin Scheduler Frequency in Zoho Desk

      Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates

    • Zoho mail to contacts and leads, but not to accounts?

      We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient

    • Marketing Tip #19: Upsell on product page to increase order value

      Upselling doesn’t have to feel pushy. It can actually feel helpful when done right. Think "people also bought", upgrades, add-ons, or complementary items. A smart upsell increases your average order value and improves the customer experience by making

    • CRM limit reached: only 2 subforms can be created

      we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Anonymous User I've read about imminent increase of other components (e.

    • Kaizen #198: Using Client Script for Custom Validation in Blueprint

      Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.

    • オンライン勉強会のお知らせ Zoho ワークアウト （2/19 参加無料）

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zoho

    • Removing Tables from HTML Inventory Templates - headers, footers and page number tags only?

      I'm a bit confused by the update that is coming to HTML Inventory Templates https://help.zoho.com/portal/en/kb/crm-nextgen/customize-crm-account/customizing-templates/articles/nextgen-update-your-html-inventory-templates-for-pdf-generator-upgrade It says

    • Ability to Link Reported Issues from Zoho Desk to Specific Tasks or Subtasks in Zoho Projects

      Hi Zoho Desk Team, Hope you're doing well. When reporting a bug from Zoho Desk to Zoho Projects, we’ve noticed that it’s currently not possible to select an existing task or subtask to associate the issue with. However, when working directly inside Zoho

    • How do i move multiple tickets to a different department?

      Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?

    • How to apply customized Zoho Crm Home Page to all users?

      I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has

    • Plug Sample #14: Automate Invoice Queries with SalesIQ Chatbot

      Hi everyone! We're back with a powerful plug to make your Zobot smarter and your support faster. This time, we're solving a common friction point for finance teams by giving customers quick access to their invoices. We are going to be automating invoice

    • Next Page