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
Access your files securely from anywhere
Zoho Developer Community
Deliver unforgettable customer experiences
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
Zoho Desk Resources
-
Desk Community Learning Series
-
-
-
-
-
-
-
-
-
Sticky Posts
Qualify Potential Leads Automatically with SalesIQ Chatbots
Your website may have a lot of visitors every day, but are you struggling to identify your potential leads? You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests,
OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant
Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. OpenAI has introduced 'ChatGPT Assistants' to customize GPT models as per your requirement.
Get live insights on business performance with the SalesIQ TV App - Now available for Apple and Android TVs!
Hello everyone! Let's start with a question - What do you think is the key to a thriving business? Yes, I hear you. It's all about the customers. Success in business often starts with understanding customer needs. But wouldn't you agree that achieving
Deprecation of Google Drive and Sheets connections in Scripts (Deluge)
Hello Everyone, We have an important update for those using the Script (Deluge) platform to build chatbots, widgets, and forms. Google has alerted us about sensitive scopes within the Google Drive and Google Sheets default connections in Deluge. As a
Plug Sample #10 - Simplify Ticket Management (Zoho Desk) with Chatbots
Hi everyone! We're here with another simple yet effective plug for your chatbot to integrate with Zoho Desk. When a customer reports an issue/request during chat, it's logged as a ticket on Desk. When they return for updates, you end up searching through
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 Campaigns Resources
Zoho CRM Resources
Zoho Show Resources
Writer Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.