How to share form data with other users?
I need other users to access all the submissions. I've already made them admins, but they still can't see the data.Tip #10: Automatically add tags to Zoho CRM records using form responses
You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include aWhere does the attachment from attachment upload - from Zoho Form to CRM
Where does the attachment from the upload field in Zoho form go after intergrating to CRM? I can see the form in pdf in the attachment section of the lead, but can't find the file uploaded within the form. Does it actually go anywhere?Html/css mobile friendly
i added media breakpoints, but i dont know wich field i have to edit to make the first row from horizontal to verticalSubform entries preview disappeared
A few days ago subform previews disappeared, It only shows field titles but no data (should be on green lines).How to send Zoho Form with pre-fill data using workflow / custom function?
Hi, I have complete a zoho form with "Update record" function. Whenever I send email with zoho form link, it will pre-filled customer data and after user submit, it will auto update into my Zoho CRM record perfectly. My question is how to use a customProblem with '+' character in Zoho Sheet Integration with Zoho Forms
I have a Zoho Form to collect blood group information, which is integrated with a Zoho Sheet. Generally, there are two types of blood groups X+, X-. This is implemented using a Dropdown menu. When a user selects the blood group X+, the corresponding entryAuto fill Zoho Forms, Insert Search Field in Zoho forms
Hi all, I need help in adding roles like auto fill a forms with details from a existing name, maybe by using add search. I only have zoho forms, Note: I am not using a Zoho Creator. Thank you for helpingCan't unhide a form field hidden via builder > field properties > visibility
New to Zoho Forms and testing things out, just created my first form. I configured it with several fields set to hidden via the builder > field properties > visibility > hide field. I did this with the intention of making the fields visible when/if specificTake spam control up a notch with reCAPTCHA checkbox and invisible reCAPTCHA
Hello fellow form builders, If you've been using our CAPTCHA service to prevent spam, heads up! You will not find it under Basic Settings anymore. We have stepped up our methods for reducing spam. These newer options have been grouped together as Spam Control. Take a look: What's the new update? We received numerous requests to support reCAPTCHA in Zoho Forms and further hinder spam submissions. And yes, we heard you. Our development team has been analyzing it ever since and, finally, the resultsApprover based on Department?
Is there a way to set forms approvers based on department or based on selection of form field?Email notifications not working
Hii, on my Zoho forms account i have multiple forms, and in some forms i have added email notifications to users after they submit the form, but now they are not getting any email notifications, Please Check it and resolve as soon as possible.Is it correct that I can have only two email templates per form?
Is it correct that I can have only two email templates per form?Multiple values on a form
I need to collect information from my clients using a form. On the form I need a dynamic number of fields. For example, I want to ask my customer to list all his siblings. So I should be able to have a section with First name, last name, relationship,Zoho forms don't prefill from CRM
Hi I've been using forms very successfully for a while now, but I have a problem!! I have used the advanced settings to map name & email address from CRM to the forms, but when these forms are sent out, they don't prefill. The links to the forms are containedPayoneer payment process into Zoho Forms
Hello Zoho guys, Any plans to integrate Payoneer with Zoho forms so that my clients can have alternate option for the payment. Regards SMHow do I make sure that only certain people in my organization can fill and submit form?
Since every form that I create produces a link which could potentially be used by anyone unauthorized to fill the form. I would like to restrict the form entry and submission to people whom I authorize. Is there a way that user needs to login before fillingPlease contact your form administrator for further assistance.
Hi. I can't Access to my form and appear this message Please contact your form administrator for further assistance. https://zfrmz.com/8nRAxciWVkvMRBRlB6ei Duplicating forms
Why can't users in my organization duplicate forms I create? We do a lot of very simliar forms and not beinng able to duplicate them across users is a huge pain.Force unique values on same form?
Is it possible to force unique values on the same form before it can be submitted? For example: I have a form with two number fields. These fields can not be the same value. I've put it in the "Instructions" but it is often ignored and the form is beingZOHO FORMS NOT EMAILING RESULTS
HI Big problem with zoho forms, they aren't emailing any results at all. They response is being recordered but no notifications are working.Unable to prefill CRM fields via CRM email templates/mail merge
Hi, I have a number of customer contacts I need to make to ask them to update their contact details & confirm some booking details. The easiest way to do this is to prefill a form, so they can correct only the contact details that have changed and pick dates for events (etc). However, the only way to share a prefilled form appears to be via inserting the forms link in individual emails. This is too labour intensive -- when individual emails are already able to "mail merge" variables when sendingMaking space for more forms to be uploaded
People applying cannot upload their photos or submit the form. Is there any way I can bulk delete old forms to create space or which plan do I need to upgrade to fo me to acheve this?Responsive zoho forms custom css
Hi, i tried the embeded code html/css because i needed to cutomize the css, but it isnt responsive, also, is there a way to customize the ccs for the generated javascript form?Actualización en google Sheet de Datos existentes en zoho forms
Saludos He creado un formulario que se llena en dos sesiones distintas (el primer usuario llena un segmento y lo envia y el segundo usuario llena su seccion y culmina) Este formulario esta integrado con Google Sheet y al revisarlo en el encuentro todosCompartir formulario por whatsapp
Veo que en la configuración del formulario existe la opción de compartirlo por twitter y facebook; es posible hacerlo a traves de whatsapp? Gracias!Soporte via Chat
Los usuarios requerimos la posibilidad de un chat en tiepo real como posibilidad de soporte en zoho form Es esto posible de alguna manera?Export Approval Level History/Comments
I have setup a approval flow in Zoho Form with two levels of approver. How can I export the details of "Level History" in "Approval - Entries" screen for EACH form responses? I want to check how many form responses were approved by specific approver.Abrir link de zoho form recibido por correo sin estar logueado en zoho form
Saludos Proceso Creó una plantilla Que Una Vez Finalizado su Llenado (usuario 1) enviará automaticamente un Correo electrónico en el cual está el enlace que Lo direccionará al Formulario que deberá ser completado por la Persona (usuario 2) que recibeEdit a form after submission
Hi, I'm gathering information from clients. Is there a way for them to edit their submitted form without me creating them as users? Thank you.Submit Button
How do I add a submit button to a Zoho Form I have created? Thank you, MarcusDoes Anyone have experience appending data from zoho forms into zoho crm?
I see only that I can create a new account or contact, skip or overwrite the existing field data, and would like the option to append. We would use this for collecting updated discovery data for our existing clients.chaining the reference point for upsert from Zoho forms - Zoho Recruit ( candidate)
Hi Guys, i have had a number of issues over the past few days but i have been able to overcome them with a bit of lateral thinking and determination. one issue i cant seem to get past is the mandatory mapping field when integrating a Zoho form to Zoho recruit, the issue that i have here is that is forcing us to use the last name as the point of reference. the issue with that is we have so many people with the same last name, so many times it just creates a new candidate record which is 100% notApproval Level History/Comments
The level history and comments are no longer showing when we review submitted forms on the approval tab in zoho forms. Where did this get moved to and how do we access it?Creating a document in FORMS with the occasional form field?
We love the ease of use with ZForms! However, I am unsure if the following is possible ... We have certain documents in PDF and Word that we'd like to recreate in ZForms. Many of these documents have a LOT of text and copy in them with the occasionalCustom zoho forms with dropdowns
Hello, I need to have custom form for ticket creation. On our webpage we have a table with products. We want to allow users ask question regarding products. Idea is to add a create ticket button near each product. When button is clicked then zoho formCannot submit a form
Hello Zoho 2 questions on forms: we are working on this form ECOSISTEMA DEL LAVORO (zoho.eu) 1) the submit button at the end of the form does not produce any result.. it seems it's not working. I checked the help center but no help.. sorry 2) I cannotChange background color of Advanced Field "Image Choices"
Hello there, I'm trying to change the background color of the "Image Choices" field but I can't find the option. Is there an option for that or a size of the image I could upload that covers the whole frame? Thanks AlexPDF File Name Errors
Hello and thank you in advance for any assistance I am trying to edit the PDF file name that is attached to an email recipient. I believe I have it configured correctly. I will explain below and show some screenshots: When the PDF is uploaded to my GoogleFree up Space on zoho forms
Hi, we are getting messages that our space is 90% full but i delete all entries from the forms and still they mark that example on form is 140 plus mb but it has 0 entries, why is that is i delete all entries and data from that form? is been 4 days sinceNext Page
Access your files securely from anywhere
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
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 Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Bigin?
Announcements
Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill outTake control with geofencing: Manage form access based on location
Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to9 Ways to use Zoho Forms this Navratri
Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettableDedicated support for European customers
In today's data-driven world, protecting your data is paramount to sustaining business growth and maintaining customer trust. At Zoho Forms, we prioritize security and privacy, ensuring that your data is safeguarded to the highest standards. We are proudThe 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
Most Discussed Topics
Zoho Forms showing fraud warning in Opera Browser
Hi, I am facing this issue from quite a long time that my zoho forms embed on my website is showing fraud warning in opera browser...it is showing in all other users who are accessing through opera browser.Zoho Forms and subforms
Hi I have made a Zoho form that integrates with my Zoho CRM by adding a record and the corresponding PDF I've created......part way through this form thuogh there is a question that requires me to fill out a different form if the appliance fails "So forGrouping of Multiple field types
I looking group different field types as shown in the image. How do I do this in zoho forms?Connect Forms to CRM
How do I connect information and files submitted through forms with a customer profile?Major iOS issues when accessing forms via the browser
Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidential
Zoho Developer Community
Zoho DataPrep Resources
Zoho Subscriptions Resources
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
ご検討中の方
Zoho Sprints Resources
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho Books Resources
Zoho Projects Resources
Qntrl Resources
Zoho CRM Plus Resources
Zoho Campaigns Resources
Migrate to Show’s New Community
A place to share, discuss and stay updated about everything relating to Zoho Show presentations.
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Design. Discuss. Deliver.
Zoho Show Resources
Zoho Creator Resources
Nederlandse Hulpbronnen
Zoho Inventory Resources
Zoho CRM Resources
Sticky Posts
Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill outTake control with geofencing: Manage form access based on location
Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to9 Ways to use Zoho Forms this Navratri
Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettableThe 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 ensuresZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond
Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering the
Top Contributors
Sushmitha Jai
Dilip Kumar Chandra Bose
Karthik Y
Gokulnath Malleeshwaran
Annie Bernier