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

  

• Recent Topics

• Is it possible to setup bin locations WITHOUT mandating batch tracking?

  Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.

• Kill zoho meeting

  Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant make

• Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)

  Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.

• Unable to Create Task as a Support Administrator

  Hello! I want to ask for help regarding creating tasks within the tickets. I am by default the Support Admin. I should be able to create tasks or activities right? But there's a prompt that I need to contact the Administrator. See photos for reference.

• Introducing Forms in Zoho Sheet

  We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you

• Layout one survey question in a time & redirect next Page based on previous response

  I have doubt while, I am scripting survey on the Zoho where I redirecting to next page based on my previous response but didn’t get success on this. Please help me on this and tell me how I layout one survey questions in a time when I submit response

• Zoho Bookings form pre-filled with Zoho Forms in

  Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks

• Support “Other” Option with Free Text in Dropdown Fields

  Hello Zoho Bookings Team, Greetings, We would like to request an enhancement to the registration form fields in Zoho Bookings, specifically for dropdown fields. Current Limitation: At the moment, dropdown fields do not support an “Other” option that allows

• Sending automated messages that appear in the ticket's conversation thread

  Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waiting

• Introducing parent-child ticketing in Zoho Desk [Early access]

  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

• Payment Card or Identity form-fill from Vault?

  Hello! I'm working on replacing Bitwarden with Vault and one issue I've run into is that I can't find any option to fill address and payment forms from Payment Card or Identity info that has been saved in Vault. Is there a way to do this? Is it a planned

• Ability to add VAT to Retainer Invoices

  Hello, I've had a telephone conversation a month ago with Dinesh on this topic and my request to allow for the addition of VAT on Retainer Invoices.  It's currently not possible to add VAT to Retainer Invoices and it was mutually agreed that there is absolutely no reason why there shouldn't be, especially as TAX LAW makes VAT mandatory on each invoice in Europe!   So basically, what i'm saying is that if you don't allow us to add VAT to Retainer Invoices, than the whole Retainer Invoices becomes

• Time Log Reminder

  Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep

• [Early-access] Introducing Zoho's CommandCenter - Cross-Zoho business process automation

    Resources to help Webinar recording | Documentation  Feature Restrictions Currently available on early-access only for US data center accounts Features Role CommandCenter as a Service uses signals across Zoho services to propel the movement of records

• Tip #58- Accessibility Controls in Zoho Assist: Learning- 'Insider Insights'

  Learning should be clear and interruption-free for everyone. Timely feedback plays an important role in helping users understand actions as they happen, without breaking their focus. In this post, we’ll explore the final section of Accessibility: Learning.

• ZIA "Generate Content" action doesn't have contexual data from the ticket

  "Generate Content" action doesn't have contexual data from the ticket. I try to get AI to help me with this ticket but it doesn't seem to have any ticket information as context. Although the ticket has a lot of information in it.

• Zoho Desk - Zoho FSM Integration issue on Mobile and iPad

  Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,

• E-File Form 1099 Directly With the IRS From Zoho Books

  The Form 1099 filing season has begun, and businesses are required to e-file certain forms with the IRS to report payments made to vendors and contractors. If your business made qualifying payments during the year, you must e-file the appropriate Form

• Suggestions for showing subscribed Topics in CRM (contact record)

  We have several Topics set up in ZMA. We also have a sync set up between ZMA and CRM. I'd like to display the subscribed topics on the CRM Contact record. This will allow the Sales team (who uses CRM) to see at a glance what topics a Contact is subscribed

• Replies sometimes creating separate ticket

  Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding

• Re-hide fields when option is unselected

  Hi all Can anyone help me with this - when I create a 'show' field rule for when a dropdown option is selected, how to I make it so the 'show' option re-hides if that option is no longer selected?

• Custom Fields

  There is no way to add a custom field in the "Timesheet" module. Honestly, the ability to add a custom field should be available in every module.

• Consultant-Only Booking Page

  Zoho Bookings does not allow for Meeting Type OR Workspace-Wide booking pages to be turned off. This is detrimental to organizations that have territory-based or assigned accounts, because if prospects can go to these booking pages and either select the

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

• Call result pop up on call when call ends

  I’d like to be able to create a pop up that appears after a call has finished that allows me to select the Call Result. I'm using RingCentral. I have seen from a previous, now locked, thread on Zoho Cares that this capability has been implemented, but

• Custom Sorting based on other columns in table

  I need the ability to apply custom sorting to a text-based dimension in the X axis where the sorting is based on another column in the table. For example, I have a chart report where the X axis is a text label. I would like to be able to sort those text

• Feature Request: Enable Custom PDF Layout Editor for All Modules (Including Package Slips)

  Hello Zoho Community and Product Team, I am writing to share a suggestion that would significantly enhance the customization capabilities within Zoho Books. We all appreciate the power of the Custom PDF Layouts (the "New" template engine) that allows

• Is there a way to invoke deluge function from within a widget?

  Hi! I have custom functions in deluge and I was wondering whether there is any way to call this function through a widget? Something like on click of a button inside a widget, run the deluge custom function. Would this be possible?

• Can a default task Priority be set?

  The "Priority" field in the Task layout does not allow a default to be set. Is there another way of doing it? Because the current default is "None" and the Zoho Kanban board design has selected this field as critical information to surface by including

• Adding a threshold to a line chart based on date range

  I have a line chart that is tracking a percentage over time. It also has a filter for 50 different clients. I would like to create a threshold that is based on a portion of the date range. As I understand it, this would be done by adding a column to the

• Resize Signature field dynamically

  On the tablet, it is perfect. But on smaller mobile devices and PCs, both web and application, it is too small for people to sign. Is there any plan to make the signature field size dynamically in the future update?

• Super Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

• Zoho Creator Application - New User Not able to access the application

  In Zoho Creator, The newly added user not able to access the " Added Application" - User has received the Invitation Email, but while clicking "confirm Account" in the invitation Email, the following error message has appeared. "Sorry! you cannot accept

• Deleting Salutation Field

  We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields'  Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen.  Please can you advise how to get rid of this.  Screen shots can be provided if needed.  Thank you Tasha

• Auto-Generate & Update Asset Serial Numbers using a custom function (Assets Module)

  Hello Team, I’ve been working on a script to automate one of our processes in Zoho FSM, and the core functionality has been successfully implemented. However, I’m encountering an issue related to serial number allocation, which is not working as expected.

• Partner with HDFC And Sbi Bank.

  Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

• Zoho Mail iOS app update: Access Delegated Mailbox.

  Hello everyone! You can now access the delegated mailbox from within the iOS version of the Zoho Mail app. To access the delegated mailbox: Open the Zoho Mail app. Go on to the 'Email' module. Tap the profile picture. Choose the delegated mailbox Please

• How to convert Lead's country field from Text to Pick List

  Hi, I would like to change the default country field in ZCRM from text to pick list. It looks like not I can't delete default country field and recreate it as pick list nor can i create an new custom field country because such a label belong to default field. So what do I have to do? Any ideas? L

• How create a draft via workflow?

  I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow

• New feature: Invite additional guests for your bookings

  Hello everyone, Greetings from Zoho Bookings! We are happy to announce the much-awaited feature Guest Invite, which enhances your booking experience like never before. This feature allows additional participants to be invited for the bookings to make

• Next Page