Pre-Populated Survey Data

Pre-Populated Survey Data

I have data being brought into a survey from Zoho CRM. (I love that I can do this by the way)   This information is being brought in to help the survey responders by providing some information regarding the issue.  However I do not want them changing this information in these specific fields because when they submit the survey, it will change it in the CRM. (it is used to update an existing record)

How can we make it read-only once the data is brought in?  Or select "update" at the field level?

Currently I just have (do not edit) in the field name, but that is definitely not the solution I want.

Thanks

    Access your files securely from anywhere






                      Zoho Campaigns Resources


                            Zoho Developer Community



                                Bootcamp
                                Community
                                Pricing
                                Webinars
                                What's New
                                Integrations
                                Contact Support
                                Contact Sales

                                  Zoho Survey Resources
                                    Features
                                    Survey Templates
                                    Integrations
                                    Community
                                    iOS Mobile Surveys
                                    Pricing
                                    Android Mobile Surveys
                                    Insurvey Blogs
                                    Insight Blogs
                                    Tips & Tricks





                                                Latest Feature Updates
                                                  What's New in Zoho Desk

                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  What's New in Zoho Desk

                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner





                                                      Zoho SalesIQ Resources


                                                            Manage your brands on social media
                                                            Access Zoho Social

                                                              Zoho Pagesense Resources


                                                                  Zoho TeamInbox Resources

                                                                    Zoho DataPrep Resources


                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ








                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Tip of the Week #69 – Automate your Zoho TeamInbox tasks with n8n integration.

                                                                                                              Don’t waste time repeating the same tasks—like sending follow-up emails or adding new contacts. Let automation save the day. With n8n, an open-source automation tool, you can connect your favorite apps and let them handle the busywork for you. You don’t

                                                                                                            • Multi Page/Step Forms in creator

                                                                                                              Greetings i was wondering if it's possible to create multipage/step forms on creator similar to what we have on zoho forms. is that possbile? Thanks

                                                                                                            • Package Geometry

                                                                                                              how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?

                                                                                                            • How to create a Master Kanban Board that syncs with Child Projects?

                                                                                                              Hello, We're currently using Zoho Sprints for managing our interdepartmental teams, and we're looking to enhance our workflow using Kanban boards as part of a company-wide productivity improvement initiative. Our goal is to implement a project structure

                                                                                                            • Writer.. Broken?

                                                                                                              Hello,  Writer has been really good to me during the months I've used it, up until now.  I usually launch the app by tapping the icon and I could immediately pick up where I left off.  Now I'm greeted by a loading circle not reaching 100% and I only have the option to create a new account.  By pressing that button it now switches to a login screen and I can access my account. However, it seems (only speculating ofc) to be stuck in cell-phone mode? everything looks scrambled.  I can't access any of

                                                                                                            • How to access Recruit Variables in a Deluge function?

                                                                                                              I have set up Recruit Variables in Zoho Recruit, and I would like to know how to retrieve these variables from within a Recruit custom function (Deluge). Could someone please explain the correct way to access them? I tried the following code, but it did

                                                                                                            • Upon De activate a user what name doe sthe contacts candidates go under?

                                                                                                              When deactivating a user, does the user name remain the same, as the candidate owner? If not what/who, does it change to? Do I need to change the user name in contacts and candidates before I deactivate the user?

                                                                                                            • Weekly Tips: Customize alerts from your Priority Users

                                                                                                              You might receive hundreds of emails daily, but messages from your manager, clients, or team leads often require immediate attention, as they may contain urgent requests or critical updates. How would you ensure you never miss important messages from

                                                                                                            • Maximum 100 records in Sheet View is limiting. How can I increase this?

                                                                                                              Thanks in advance for any help with this. There was a similar post that showed answered but it did not help with increasing the number of records you see in a Sheet View. Editing in the Sheet View is fast and efficient but I have 3500 records and I need

                                                                                                            • Revenue Management: #3 Revenue Recognition Simplified

                                                                                                              In continuation of the previous post on how to compute revenue recognition, let's explore a solution that helps businesses handle real-world complexities. While the Accounting Standards provide a clear framework for recognizing revenue, the real challenge

                                                                                                            • Tip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’

                                                                                                              Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT team

                                                                                                            • Push Invoices to Xero Manually

                                                                                                              Hi guys, I'm wondering if anyone has wanted to do this and has a workaround or knows of an app that may be able to help with this. I sell B2B and B2C. The customers can purchase on our website or through marketplace, all of which send sales to zoho. The

                                                                                                            • OpenAI error code: 1010 in a Zobot

                                                                                                              Please see short linked screen recording. Insights welcome. Please and thank you! https://workdrive.zohoexternal.com/external/f3247ba9c872639157b707700c0300c433c7664aea924a034f4da3c3ad2e355f

                                                                                                            • Ability to Create Sub-Modules in Zoho CRM

                                                                                                              We believe there needs to be a better, more native way to manage related records in Zoho CRM without creating clutter. Ideally, Zoho would support "sub-modules" that we can create and associate under a parent module. Our use case: We have a custom module

                                                                                                            • Installing EMAIL Setup in New Domain

                                                                                                              Respected Support team, I'm facing an issue with cloudflare in Pakistan, I want to setup Zoho Mail Setup but I Don't know how to enable Zoho mail setup without cloudflare. My Website https://stumbleguymod.com/ is using CF, and I want a different Zoho

                                                                                                            • Does Zoho Sheet Supports https://n8n.io ?

                                                                                                              Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks

                                                                                                            • Signature change

                                                                                                              I cannot see how to change signature or out of office details easily now in the new format.

                                                                                                            • Inventory API - Retrieve all uploaded product / item images

                                                                                                              I know that I can get the primary image for each product / item or composite item, by using the /image endpoint.  https://inventory.zoho.com/api/v1/compositeitems/<item-id>/image?authtoken=<TOKEN> This will return only one photo, even if the item has multiple images uploaded. Is there a way to retrieve all images stored for an item via the Zoho Inventory API?

                                                                                                            • Ebay Integration malfunction

                                                                                                              My eBay integration in Inventory has always worked well. It suddenly malfunctioned. It is creating its own parts in Inventory that are unavailable instead of selling the parts I've always sold. Tech help was unable to resolve this. The latest sale attempt

                                                                                                            • Introducing Bin Locations In Zoho Inventory

                                                                                                              Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature

                                                                                                            • how to get all the records in the custom View more than 200 records , Without using the page Concept

                                                                                                              how to get all the records in the custom View more than 200 records , Without giveing page as default in the Loop Concept Pls help how We can Achive this void schedule.Lead_Attempt_To_contact_schedule_10_30() { pages = {1,2}; for each pg in pages { query_map

                                                                                                            • The way that Users can view the ticket

                                                                                                              I have created users. What I would like to achieve is the following: All users under the same company account should be able to view each other’s tickets.

                                                                                                            • Zoho UAE SMS/WHATSAPP

                                                                                                              Hello everyone, so I have a question as regards DC and their impact on automation, integration and app usage. For example I am working with a UAE clientniw but each time I tried to connect their WhatsApp and sms then automate their process I tend to receive

                                                                                                            • Looking to Flag or Tag contacts/ accounts on Zoho Desk?

                                                                                                              I am looking for a way to flag certain accounts and make it obvious on the views pages. So for example if a has a certain package or needs extra attention it is clear before even clicking on the ticket. This could be via adding a tag or flag onto an account,

                                                                                                            • setting date-time field from string

                                                                                                              hello everyone, i hope someone could help me. i have a date-time field in a form that i want to fill in from two separate fields of date, and time. i need to combine the two fields to a one date-time field but can make it work. i tried to convert the

                                                                                                            • Calendars and CRM Contacts

                                                                                                              I'm finding having multiple calendars in Zoho One so confusing. I have a few questions so I can get this straight. We have a meeting room that we have set up as a resource in Calendar. Can this be set up in Bookings and the CRM Calendar? Using Zoho Calendar,

                                                                                                            • Announcing new features in Trident for Mac (v1.23.0)

                                                                                                              Hello everyone! Trident for macOS (v.1.23.0) is here with interesting features and thoughtful enhancements to elevate your workplace communication and productivity. Here's a quick look at what's new. Record your meetings. You can now record audio and

                                                                                                            • Applying a record template

                                                                                                              Hi all, I can't figure this out. I hope you can help. The scenario: We have learners who have to complete a 'digital' journal with tasks in order to qualify. Those tasks, once completed, need a final signature from their 'Mentor', which will trigger their

                                                                                                            • Quickbooks invoice with Zoho Creator

                                                                                                              Is it possible to push data from Zoho Creator directly to an invoice on QuickBooks? If so, where can I find information on how to do this?

                                                                                                            • Help: Capture full page URL in hidden field when same Zoho Form is embedded on multiple pages (iframe)

                                                                                                              Hi all, Goal Use one Zoho Form across multiple pages and record the exact page URL (incl. subdomain + path + hash) where the user submitted it. Example pages: https://www.example.com/cargo/ https://www.example.com/cargo/containers/#contact https://cargo.example.com/auto/

                                                                                                            • Automatically Populate fields - HELP!

                                                                                                              There have been many discussions on this but I still can't seem to get it to work for me. I am trying to create a lookup field and have other fields automatically populate. Based on the instructions in the Help Center, I should be using the "on user input". It's just not working, here is the layout...   Both forms are in the same application. Current form is called Add Note, form to fetch records from is called Add Client. Lookup field is called Select_Client_ID related field in fetch form is called

                                                                                                            • Push notifications to portal users

                                                                                                              Hi all, it is possible to send push notifications to portal users?

                                                                                                            • Rename the attachment from record template pdf in the sendmail deluge script

                                                                                                              Hello Zoho, I urgently need a feature to rename record templates that I send via the sendmail feature. The program I created sends emails to clients with an invoices that have been created in the invoice database. If the user selects 3 invoice numbers,

                                                                                                            • Alt Text On Multiple Images

                                                                                                              I'm using Zoho Social to post to a charity website. Often the posts have multiple images, but it seems there is only one field for Alt Text. Does that mean I can only include it for the first image? Or is there a way to add alt text for all the imag

                                                                                                            • [SOLVED] Getting 401 when trying to download ticket attachment via API

                                                                                                              I'm able to use the API just fine to access ticket content. But I cannot download ticket attachment, keep getting 401 Client Error. Example: https://desk.zoho.com.au/api/v1/tickets/{ticket_id}/attachments/{attachment_id}/content?orgId={org_id} For headers,

                                                                                                            • Zoho project – Workdrive integration.

                                                                                                              Hello everyone, I was wondering something, we did the Zoho projects integration with Zoho Workdrive but nowhere during this integration we could set the location of the folders that would be automatically created in Workdrive. As I understand it, it creates

                                                                                                            • Scriptを埋め込みたくてOn User Inputを探しているのですが・・・

                                                                                                              編集モードで、Scriptを埋め込みたい項目を選択し、「項目のプロパティ」パネルで、その下のほうに「フィールドアクション（Field Actions）」という見出しがあると聞いたのですが、そもそも、それが見つかりません。そのために、On User Inputなどのイベントが選べません。 画面の英語を日本語に訳しているためにわけわからん状態になっているのかも知れませんが、わかる方、いらっしゃいますか？

                                                                                                            • Problem with cloud query exceeded

                                                                                                              When making a call I get this error, It is associated with a function in node that calls external APIs This is the code //tokenConsultar = thisapp.ObtenerToken(); //input.token = tokenConsultar.get("output").toMap().get("token");

                                                                                                            • Showing Total of Funnel Chart Legend (With Values) Items

                                                                                                              Hi, We are using the funnel type chart for displaying our zCRM sales pipeline stages and associated sum of deals in each stage.  We have configured the legend to show the associated value (Deal Amount (Sum)) for each stage adjacent to the legend items (Stages). Is there a way to display the total of the values in the same chart?  For example, at the bottom of the legend or maybe as a #merge placeholder in the legend title?

                                                                                                            • How to Convert VCF Contacts to CSV using Excel

                                                                                                              Many users switch from traditional address books to digital formats like vCard and CSV. These formats allow users to easily manage their contacts. However, a difficulty comes when you need to transfer your contact information to another application or

                                                                                                            • Next Page