Tip #6: Dynamic forms in Zoho SalesIQ for support representatives
How cool would it be if you could customize all the functionalities of your forms under one roof?
Form controllers in Zoho SalesIQ can be used to customize your forms to collect multiple structured data as inputs from your operators to perform a particular action or push the data to any application. For example, the operator can collect information such as a complaint from the customer and create a ticket in your support desk application with the help of the form.
- Inputs are the building blocks of a form. So, a typical form consists of a header, a note/description about the form, and a collection of different inputs and actions.
- In the membership form example that we see here, the header of the form is membership form, and then we have a description that says that the form is for upgrading or downgrading a visitor's membership.
- Then, we have inputs like customer name, email, country, membership type,etc.
- And once these inputs are entered we perform an action - this can either be submit or cancel.
- When a button in the widget is clicked, a form can be opened as a result of the widget's action handler.
- The change handler will be executed if the value of an input is changed when there is "trigger_on_change" set in certain inputs. The change handler can be used to either add, remove or update fields in the form depending on the input made for a certain field.
- The dynamic field handler is executed when the text is entered in the dynamic_select input. The input is used to show dynamic options in a dropdown on demand.
- Then, the submit handler of a form controller is invoked on form submission and form cancellation (if required).
Regards,
Michelle
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