Tip #6: Dynamic forms in Zoho SalesIQ for support representatives

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. 

Building blocks of a form controller




  • 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.

Operational flow of the form controller

  • 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).

To learn more about Form Controllers, check out our Help Documentation.

Regards,
Michelle





                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation


                                        Manage your brands on social media



                                              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 WorkDrive Resources



                                                                  Zoho Campaigns Resources

                                                                    Zoho CRM Resources

                                                                    • CRM Community Learning Series

                                                                      CRM Community Learning Series


                                                                    • Tips

                                                                      Tips

                                                                    • 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