Tip 31: How to make a field in a Zoho Creator form mandatory based on criteria
Hi folks,
I'm sure most of you are familiar with the Mandatory property available in our form builder. It enables you to ensure that your users enter an input in a required field. If they don't enter an input in that field, they'll be unable to submit the form. All you need to do is select the required field and just enable (check the box) the Mandatory property that you'll find in the Field Properties pane.
Whenever a mandatory field is left empty during form submission, a default alert message will pop up and prevent form submission.
This remains static for all users and doesn't override on any condition. However, there is a way to bypass this and allow a form to be submitted even without the mandatory field value. This tip will help you understand how to make a field mandatory based on a particular condition or criteria.
Let's take the example of an Employee Leave Form, which employees use to apply for leave. Regardless of the number of days employees plan to take off or have already taken, they need to add a record using the Employee Leave Form while applying for leave. While entering the details, they can choose from different leave types available. By default the five basic categories are: Sick Leave, Casual Leave, Compulsory Off, On Duty, and Others. The employees can choose Others if their reason doesn't fall in any of the above choices. However, if the employee selects the Others option and submits the form, the person approving the leave needs to know the reason to either approve or reject it.
If you mark the Leave Type field as mandatory, this wouldn't work if the user chooses the Others option. Hence, we've come up with a workaround—marking a field mandatory based on a condition using Deluge.
Let's go through it step by step.
Step 1: Create the form, with all the required fields
First, let's create a Leave Form to capture all the details. Here, we've used the following fields:
- Name (Name Field)
- Email (Email Field)
- Employee ID (Single Line field)
- Start Date (Date Field)
- End Date (Date field)
- Leave Type (Radio Button)
- Reason (Multi Line Field)
Please note that the Reason field is used to enable employees to enter the reason for their leave if they select the "Others" option in the Leave Type field.
Step 2: Hide the Reason field when the form loads
Whenever the employee selects Others in Leave Type , they need to fill in the reason for it in the Reason field. However, we can hide the field otherwise and show it only when the employee selects Others. To do that, we can create a simple workflow on the "Created or Edited - Load of the Form" condition using the below script.
- hide Reason;
Step 3: Show the Reason field only when the employee selects the Others option
As mentioned earlier, if the user selects the Others option in the Leave Type field, then the Reason field needs to be shown. For that, create a workflow in "Created or Edited - User input of field" on the Leave Type field using the the below script.
- if(input.Leave_Type == "Others")
- {
- show Reason;
- }
- else
- {
- hide Reason;
- }
Step 4: Mark the required field as mandatory using Deluge
Here comes the important part of configuring the Reason field as mandatory whenever the user selects Others as the leave type. For this, we can use a simple if statement to validate the leave type and prompt them to enter the reason. If the users selects the Others option, they have to enter details in the Reason field as well.
If the Reason field is empty, then we can display an alert asking the user to fill in the reason for their leave. Create a workflow with "Created or Edited - Validation on form submission" and this part of the workflow will get triggered once the user clicks the Submit button of the form.
- if(input.Leave_Type == "Others" && input.Reason == "")
- {
- alert(Reason,"Kindly mention the reason for the leave");
- cancel submit;
- }
Check the below-image to see how the validation works in the live form and the alert gets displayed. On clicking the Submit button, a validation will run to check if the Reason field is left empty. If it is empty, it will prevent form submission and an alert message will be shown in the pop-up.
In order to notify the user which field has to be filled, we're using the Inline Alert. Once the user clicks the OK button in the above error pop-up, an alert with our customized message will be displayed below the respective field, as shown in the image below.
We hope you try out this tip out for when you need to make a field mandatory based on conditions. We'll get back to you soon with another useful tip!
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Karunakaran G
Positive Results
Louis C
Ace Tester
Damien Cregan
Sticky Posts
ANZ In-Person Zoho User Group Meetups: Focusing on Zoho Creator & Zoho Flow (September 2024)
Hello, Zoho Community! Calling all Zoho users in Australia! We're thrilled to announce the next series of Zoho User Group (ZUG) Meetups, continuing the success of our previous sessions. These meetups are a great opportunity to learn, network, and engage[SESSION ENDED] Ask the Experts #07| Live Q&A: Building workflows with Blueprint in Zoho Creator |
Hello, Post the release of Zoho Creator Blueprint last month, we're happy to tell you that we'll be launching a new 'Ask the Experts' session on 16th September (Thursday) this month focussing on creating blueprints in Zoho Creator. The session will beZoho Creator Community Webinars | October - November 2020 [Completed]
Hello everyone, I’m happy to announce that Zoho Creator is hosting a new Community Webinar Series starting this October. This series is a learning initiative aimed at our developer community, where every session will take spotlight use cases focused onCommunity Learning Webinar - Zoho Creator Blueprint & other release updates | July 29, 2021
Dear developers, This June, the Creator team unveiled a slew of updates including UI enhancements to the Detail View of reports, an new capabilities in Data Import and Connections, and most important of all, the release of Blueprint in Creator. CustomizeCommunity Learning Webinar: Delve deep into the core concepts of Zoho Creator | 17th June, 2021
Dear developers, Every customer has unique business needs and unique problems to solve. To be able to give solutions to these problems, to get over any stumbling blocks and to be able to build applications expeditiously that tailor to specific needs,
New to Zoho TeamInbox?
Zoho TeamInbox 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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
"In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."
"In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory." Pls provide any Work round to achive thisiOS 18 is here! Discover the enhanced Bigin app with iOS 18, iPadOS 18 and macOS Sequoia.
Hello, everyone! We are excited to be back with new features and enhancements for the Bigin app. Let us take a look at the new iOS 18 and iPadOS 18 features. The following is the list of features covered in this update: Control widgets. New app icons.Multi-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?NOW Zoho Creator still cannot bulk download Image or File Upload Field
The filedownloader has been deprecated for 5 years. Until now, we still cannot have a replacement tool. How can we bulk download the file that we uploaded to Zoho Creator. Previously, it was so simple to bulk download all those files. But now failed toCRM API Search Record for Last Name equals "."
When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known forMS PowerApps Custom Connector
Has anyone successfully connected to the API from MS PowerApps? The OAuth2 seems impossible to use from a platform like this.Zdk-cli
As i have tried to login to zdk cli as it returns this error ✔ Success! Logged in as JAYANTHAN ✖ Error during initialization of zdk api supported only in sandbox environmentSe puede mover un Cliente de un modulo a otro personalizado
Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido alIts 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely usefulIf Problema Formula
Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es degaTrying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?
So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sureHow to Move OST to PST without Outlook
MailsDaddy OST to PST Converter is an outstanding solution that help users to complete the conversion task without hassle. It offers users to convert multiple OST files into PST format with complete data security. Here users can open and access the completeNew in Zoho Sign: Allow recipients to review and change associated recipients
Greetings! We are happy to announce the addition of a new recipient role, Manages recipients, in our signature workflows. This role enables a recipient to review, modify, or add details for any recipients associated with them in the workflow. This ensuresZoho Creator Populate radio field with values with all the created rows subfor
I have Main Form where i have a lookup field where i get brewery names and the number of tanks as a multiline text field with a list of beer names Based Brewery selected and bbt_tanks number i create rows in the subform and now i want to populate listMapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be ableCommerce service
If I am selling a service in Commerce, how do I turn off shipping?Customer Portal Zoho Desk | Sort ticket list
Hello, If you view the ticket list inside the desk portal (https://xyc.zohodesk.eu/portal/de/myarea?departmentId=xyz) all tickets are displayed depending on the filters: department "my tickets" / "team tickets" status group/type channel My questions:Train Zia answer bot on only part of Knowledge Base?
We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categoriesCustomer/item(s) bought view
Hello In Inventory/Customers/Transactions tab, how do I see what it is the customer actually ordered/bought without having to open each SO? Our customers buy a number of items thoughout the year. I've look at each transactions drop down, and no-whereERROR: Product type cannot be changed for Items having transactions.
I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message ProductInventory Asset vs Finish Goods vs Work in Progress please explain or help me choose
New to this so please if you can help in any way I would really appreciate it. So here we go. I make and sell and item which is made out of bunch of other items. (Composite Item). Now one of the parts that the item is made from is also a composite item.WorkFlow to Update Custom Field in Sales Order with Tracking Information from Shipment of that Sales Order
Hello All- I'd like to update the sales orders with the tracking information I enter in the shipping document. What is the proper variable to get the tracking information out of the shipping document? See attached.ZOHO Desk-Enable Ticket Notification sound
Hi, I answer the helpdesk tickets for Sevenstar. How can I enable the Ticket Notification sound when I receive a new ticket?Differentiating between invoice templates when adding custom fields
We are adding HS codes to the items which we would like published on our international customers invoices plus other export data required. We don't need this data on our domestic customer invoices. We have setup an invoice template for them but it ifBatch Tracking Enhancements In Zoho Inventory
Hello users, We’re excited to announce that we’ve taken batch tracking to a whole new level in Zoho Inventory! We’ve made it more accessible and easier to use than ever. Here’s a quick look at the improvements: 1) A New Way To Create or Modify BatchesCRM to Writer Mail Merge Preview not working
When performing a mail merge from CRM to writer the preview function does not work. I get the following error. I am a Zoho one user on a ChromeOS. I have been successfully using mail merge from CRM to Writer about 4 years. This error seemed to coincideWorkflow not triggered by custom function field update
I have a simple workflow that triggers when a field is updated on a Deal page. It works fine when I "manually" update the field via "edit" on that Deal page. It does NOT however work or trigger when that same field is updated with a custom function. IVersion history for Zoho CRM Functions
Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.Zoho CRM's V8 APIs are here!
Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wonderedBookmark order
Hi all, We have a very big document/template that requires manual editing after doing a mail merge. To make this easier, I thought I would add bookmarks to navigate to the areas that will require editing. I thought these would be in order that they appearHow do I associate an expense to multiple projects?
How do I associate itemized expenses to multiple projects, like assigning each line to the respective projectShow Zoho Books Retainer Invoice in Zoho CRM
Hi Support, How can I get Retainer Invoices created in Zoho Books to show in Zoho CRM? If a sales person needs to collect an upfront deposit, they should be able to see that the retainer invoice has been created and paid. Thanks, AshleyCreator portal user do not accept user password upon creation
I placed a request at Zoho and they are working on it, but I try here too in case somebody has already the answer: Today, sudently, my customers that tried to join the portal were not abble to enter a valid password, even if the password had all the necesseryShopify sales orders creating a new account in Zoho
Hi all, I am having a slight issue with the shopify integration. Whenever a customer purchases from the store, shopify automatically creates a sales order in inventory. The issue is that it creates a new account for the customer's name instead of attachingMultiple Zoho Attendees in a Customer meeting
We are having constraints with having to log duplicate meetings when we have 2 Zoho users attending a customer meeting. What are the options to resolve this? You can add participants, but you cannot report on them. What can be done to avoid creating soAllow 2 logos for Branding, one for Light Mode and one for Dark Mode?
Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we couldPassword change restriction
Can the administrator restrict users from changing their email password?CRM Campaign -> Create Campaign ->Zoho Campaign. Add to Sender Address dropdown options (2024/08/01)
I'm trying to add different Sender Address and Reply-to Address options to a new campaign created through Zoho CRM. There is one sender and reply-to address available and it is not the account I'm logged in with. The dropdown options do not match whatCreate new ticket when another specific ticket is closed
Hi. How can I create a ticket when another specific ticket is closed? So I have a ticket with subject 'Create agreement' connected to the contact of a customer. As soon as I close this ticket, I want that a new ticket is created (connected to the sameHow can a Zoho Desk Admin access restricted files?
How can a Zoho Desk Admin access restricted files from Zoho Desk that are not displayed to agents on tickets due to file type restrictions?Next Page