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
Change of Blog Author
Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, RamananDetails & Limitations of the Free Forever Plan
I cannot find any comparison/details about the Free Forever Plan. Can you please publish details of what are its limitations?how to differentiate if whatsapp comes from certain landing page?
I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsAppHow to record company set up fees?
Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? GenerallyShow Payment terms in Estimates
Hi, we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms). How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions. Kind Regards,When dispatched to crew, assigning lead missing
Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assignedI want to transfer the project created in this account to another account
Dear Sir I want to transfer the project created in one account to another accountCustom Bulk Select Button
Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function withPower of Automation :: Smart Ticket Management Between Zoho Desk and Projects
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateBUG - Google Business Buttons - Add a button to GBP Post
I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishesDo you have software like Windows software?
We want swadeshi softwareSupport for Custom Fonts in Zoho Recruit Career Site and Candidate Portal
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While theseTrying to export a report to Excel via a deluge script
I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"sameNeed help to create a attach file api
https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?Export view via deluge.
Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. ThanksPossible to generate/download Quote PDF using REST API?
See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?Creating an invoice to be paid in two installments?
Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure theirBug in allowing the user to buy out of stock items
Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres anyReplace Lookup fields ID value with their actual name and adding inormation from subforms
Hi everyone, I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below. To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when givingCan a Zoho Sites page be embedded into another website (outside Zoho)
Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regardingBug in allowing the user to buy out of stock items
Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres anyTransition Criteria Appearing on Blueprint Transitions
On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven'tZoho CRM Sales Targets for Individual Salespeople
Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.Transfer all Related Data to new Account Owner
Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I reallyHow to Calculate MTTR (Mean Time to Resolve)
We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)How to export project tasks, including the comments
Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see theDoes 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? ThanksBigin Android app update: User management
Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:Share records with your customers and let them track their statuses in real time.
Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status ofLive webinar: Discover Zoho Show: A complete walkthrough
Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and featuresDeal Stage component/widget/whatever it is... event
Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,Create advanced slideshows with hybrid reports using Zoho Projects Plus
Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure whenAdd an option to disable ZIA suggestions
Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflowFormula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function
Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'ProgressUnified Directory : How to Access ?
I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?Zoho CRMの流入元について
Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、Error While Sign in on Zoho Work Drive
Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browserChoosing a portal option and the "Unified customer portal"?
I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might bestTranslation support expanded for Modules, Subforms and Related Lists
Hello Everyone! The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extendedUnified task view
Possible to enable the unified task view in Trident, that is currently available in Mail?Next Page