Update data in form fields from a database
Hello, I am working on a solution where I need to create a form and some of the fields in the form need to be populated with data dynamically. For example, for a stock room form. The user needs to be able to select the item part number that he is selectingAbility to mask Personal/Encrypted fields on public shared reports
Would be beneficial to have the option to mask encrypted and/or personal fields on a report that is shared publicly via link (or embedded). It's a security issue when a new report has Share Publicly automatically enabled, and encrypted / personal fieldsAdd Rules That Verify Fields in Zoho CRM
We use Zoho Forms to do account name changes (account names are not synced between Zoho People and Zoho CRM or Zoho Projects and Zoho CRM). It would be helpful if Zoho Forms could check for a duplicate value (the value must be unique) as a rule or someediting several entries
Hi, I wanted to change all the fields with the wrong encoding to the correct one. Like the find and replace function or through sql. Is this possible?Zoho CRM Field doesn't work with public link
Hello, I want to create a Zoho Form that will be accessed inside a Zoho CRM module record with a button. The Zoho Form will allow the user to modify the record in a more pleasant/efficient way than filling all the fields inside Zoho CRM. I easily created this button using the Form's public URL (screenshot 115). The problem is that Zoho CRM lookup fields inside ZOHO CRM don't work when the form is accessed through a public URL. The lookup field is needed so that the forms fields can be auto populated.Error - When integrating forms with desk
I have setup the integration between forms and desk with all the fields mapped. When I am finished it says integration successful but as soon as I go back to it, it gives the error "Layout is either invalid or deleted from your Zoho Desk account. RemoveSubform Data to Sheet
Can anyone tell me how to get subform data to sheets? The issue is that I want a report/sheet created for each form entry. I don't want one big sheet with all the entries. I want one sheet for each response that includes the data from that one submission.Add to Zoho CRM records using form responses of existing Customer
Hello. I have a question I hope to have answered. I am new to ZOHO, so if you could explain it, so I can follow any instructions. Thanks. Scenario - Customer buys product A, the customer is directed to a ZOHO form, instantly after the payment of sale,Is Forms the best way to streamline Contact & Deal Creation?
Hi, We are a life insurance broker. Currently, we have a PDF intake form that we use to gather necessary client information during a phone interview. From there, we manually enter the information to update the client's Contact and to create a Deal forSalesforce Integration: Required Field
I am trying to integrate a form to the Program Engagement record in NPSP. The integration is working when mapped to another custom object, but when I try to map it to the program engagement, it says that the program is required. The Program field is onHow to set up receiving notifications when someone will fill pot the form
Hello, I am trying to set up a notification so I will receive an email each time someone fills out the form. I have tested it in Settings ->Notyfication -> Email. I have put my email as a receiver. I have filled out my form to test it however, it doesAbility for admin to access or make changes in zoho form without asking for ownership
Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to accessShare a form to external group
Hi, I would like to share a form with a controlled number (3 at the moment) of people, external to my organisation. Is this possible to do? If so, how? Would I need to set up a group or could I set logins to the form? Thanks.ZOHO Forms Custom Domain not being detected.
I am trying to set up a custom subdomain for my forms, I have verified it by following the instructions using CNAME. However, ZOHO Forms is not recognizing my domain. My subdomain agreements.mayandco.law is pointing towards forms.cs.zohohost.com whichPass URL parameters from Zoho Forms to a WordPress Page
Hello Zoho team. I have a landing page hosted on WordPress where an iframe of a Zoho Form is located. When I finish filling out the data and sending it, this form redirects me to another page hosted on the WordPress server. I would like to be able toIS IT POSSIBLE TO FILL IN TEXT FIELDS BASED ON THE SELECTION FROM A DROPDOWN MENU?
¿Es posible rellenar automáticamente un campo de texto basado en una selección previa realizada en un menú desplegable? Por ejemplo: Digamos que tenemos un menú desplegable con las opciones "1" y "2", y al lado, un espacio en blanco destinado a la entradaHow to get fields name of the ZOHO FORM the file was attached in CRM?
I want to get which field it was attached to when form was filled by the customer. Whether it was sign field, identity field.Request for Integration Guidelines: Zoho Form to Zoho Campaign Contact
I am reaching out to request guidance on integrating a single-page HTML form with Zoho Campaign's contact segments. Our goal is to seamlessly capture form details and submit them directly to our Zoho Campaign database for more efficient lead managementHow to change the preselected payment gateway - Zoho Froms
Hello all, I have Stripe and PayPal as payment gateways and PayPal appears as the preselected payment gateway automatically, while I want Stripe to be the preselected gateway. I have no idea how to achieve this. Any help would be warmly welcomed. ThankGoogle Analytics Conversion Tracking - Zoho Forms
Hi, I am tracking my conversions in Google Analytics base in page visits: /thanks-you My problem is that with zoho forms redirecting to thanks you page, the conversion tracking lost all the information of source and adwords tracking. Help please!Is it possible to include a question mark hover-over or hint display in description field?
Hi, Is it possible to include a question mark hover-over or hint display to provide additional information about an item in a description field?Zoho CRM field should be able to search anywhere in an account name as opposed to initial characters
Currently the Zoho CRM field in Zoho Forms requires that you enter the first few letters of the account to search. It would be helpful if this would work for anywhere in the account name. For example: The account name is "Joe Bob Financial Services" IfHow to Remove Added Time
How to Remove Added Time when I export to PDF?Import Questions to Matrix Choice
I like the ability to import answers to a matrix choice set but I would like to also be able to import a set of Questions. We have a large list of location numbers that have to be put into the Matrix questions so an import question and template for thoseLimit form submissions to a time period
Hi, We have a requirement to only have a form submitted a certain amount of times in a 30day period or a calendar month. Is this possible to configure? ThanksRules not working properly
I created a rule to display certain fields on certain states. But it seems to be not working. It hides the fields even when I selected California, (which is a state that should show the fields when selected)Creating Contacts from Subform
We publish a curriculum for special educators and have recently released a digital platform where school districts can subscribe. We are using Zoho Forms to gather subscription information. It's working great except for one major issue. We need the formhow to receive Attachments?
Hi there, The work Zoho has taken is amazing and workflow made very easy for all... I'm here to for seeking a query regarding Email Notifications. Email Notifications email not receiving the attachments made to form. just a plain text about attachment information like (attachment.jpg) I tried adding "${zf:FileUpload}" tag but also no output... please help me... currently I'm on free plan and testing the form and will go in to enterprise later on... thanks in advance... cheers, AshokShow only single fields of the subforms
Hello together, in the notification mail, I can display the subforms. Is there a possibility to show only single fields of the subforms? Is there a possibility to attach the file uploads from subforms to the notification mail? Best regards JörgClosed the ticket with resolving the issue
I have raised an issue in Zoho Forms, which is a basic but very serious and critical bug. They too accept the bug in the email. But on the community page, they just closed the ticket. Even my reply is not reflected there. This is the correct way of support?Scheduling Zoho Forms
Hi there, I have a client that is looking for us to complete a regular check of some equipment where our staff are deployed. We have created a Zoho form for the checklist but we found that there are not always being completed every week/month as theyForm language?
Hello together, is it possible to set the default form language for error messages for the fields? When I call the form from the Zoho backend, the messages are displayed in German. When I call the form from the public link, the messages are displayedStar out responses ***
So I am working on a form where I need to collect social security numbers from people. I have marked the field as both personal and encrypted with works well but I'd like to make it so that as they type their response (social security number) it hidesUsers access to the form submissions
Hello together, I have created a form and shared it with my users. How can I give the users access to the form submissions? Best regards JörgForms intergrated with Sheets
Hi, I'd like to make a form field where a client can choose a specific date and then that will put them in a specific tab in the the sheet that's integrated. Is that possible? I know you can do to a master sheet, but I'm wondering if an answer can sortWhere can I change the design of the "save and send" site?
I want to change the colour of the "Senden" Button. Where is this possible?Embedded Zoho forms showing only as Referral medium for Events/Conversions in GA 4
Hi, I have embedded Zoho forms on the website and followed this instruction https://help.zoho.com/portal/en/kb/forms/user-guide/tracking-in-zoho-forms/google-tag-manager/articles/google-tag-manager-configuration-with-google-analytics-4-property#Installing_Google_Tag_Manager_in_your_formEnhancing user experience with Audio/Video Upload in Zoho Forms
Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talentLanguages in error message all mixed up
I don't understand what is going on with the personnalized message (on error) in zoho Form. Let's go in "Choice Type Fields" As you can see in the image, 50% are in english, 50% in french. WTF. I know I can correct them in the right column, but I don'tAdd the ability to Hide Pages in Page Rules
Hi, We have Field Rules to show and hide fields and we have page Rules, but we can't hide a page in Page Rules so it isn't completed before the previous page (And then have the Deny Rules to prevent submitting without both pages completed), we can onlyNext Page
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Enhancing user experience with Audio/Video Upload in Zoho Forms
Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talentStorage space in Zoho Forms: The ultimate guide to efficiently managing your data
Are you using Zoho Forms for data collection? As with any data-intensive application, understanding how storage space is calculated is essential. That's why we've created this guide— to show you everything you need to know about managing storage spaceIntroducing Auto-Trash Submissions!
Hello form builders! Are you tired of sifting through and deleting form submission data? Try out the latest addition to Zoho Forms: Auto-Trash Submissions. This new feature is designed to help you control and manage data collected through your forms.Tip #2: Prefill forms automatically with existing Zoho CRM data
How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRMThe secret to collecting data from valid users
Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensures
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Update data in form fields from a database
Hello, I am working on a solution where I need to create a form and some of the fields in the form need to be populated with data dynamically. For example, for a stock room form. The user needs to be able to select the item part number that he is selectingHow to set up receiving notifications when someone will fill pot the form
Hello, I am trying to set up a notification so I will receive an email each time someone fills out the form. I have tested it in Settings ->Notyfication -> Email. I have put my email as a receiver. I have filled out my form to test it however, it doesAdd to Zoho CRM records using form responses of existing Customer
Hello. I have a question I hope to have answered. I am new to ZOHO, so if you could explain it, so I can follow any instructions. Thanks. Scenario - Customer buys product A, the customer is directed to a ZOHO form, instantly after the payment of sale,How to change the preselected payment gateway - Zoho Froms
Hello all, I have Stripe and PayPal as payment gateways and PayPal appears as the preselected payment gateway automatically, while I want Stripe to be the preselected gateway. I have no idea how to achieve this. Any help would be warmly welcomed. ThankIS IT POSSIBLE TO FILL IN TEXT FIELDS BASED ON THE SELECTION FROM A DROPDOWN MENU?
¿Es posible rellenar automáticamente un campo de texto basado en una selección previa realizada en un menú desplegable? Por ejemplo: Digamos que tenemos un menú desplegable con las opciones "1" y "2", y al lado, un espacio en blanco destinado a la entrada
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Enhancing user experience with Audio/Video Upload in Zoho Forms
Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talentStorage space in Zoho Forms: The ultimate guide to efficiently managing your data
Are you using Zoho Forms for data collection? As with any data-intensive application, understanding how storage space is calculated is essential. That's why we've created this guide— to show you everything you need to know about managing storage spaceIntroducing Auto-Trash Submissions!
Hello form builders! Are you tired of sifting through and deleting form submission data? Try out the latest addition to Zoho Forms: Auto-Trash Submissions. This new feature is designed to help you control and manage data collected through your forms.Tip #2: Prefill forms automatically with existing Zoho CRM data
How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRMThe secret to collecting data from valid users
Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensures