Subform 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 for
Salesforce 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 on
How 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 does
Share 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 which
Pass 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 to
IS 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
How 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 management
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. Thank
Google 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" If
How to Remove Added Time
How to Remove Added Time when I export to PDF?
Payment status failed e-mail notification to employee
hello, we use zoho forms in our online shop with a payment field connected to stripe checkout and paypal. we only process submissions after successful payments and ti works great for successful transactions. For failed transactions we were wondering how
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 those
Limit 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? Thanks
Rules 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)
how 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, Ashok
Show 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 Jörg
Closed 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 they
Form 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 displayed
Users 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 Jörg
Forms 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 sort
Where 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_form
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 talent
Languages 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't
Add 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 only
Move JotForm to Zoho Forms
Is it possilbeor is there any way to transfer current JotForms to Zoho Forms.
Subforms and field rules
Hello, is it possible to use field rules in subforms as well? Alternatively is there a way to show or hide whole pages using a field rule? Best regards Jörg
Response edit link in google sheets
Hi all! I can't seem to find a specific feature that seems super obvious, so I'm thinking maybe I am missing something. Is there a way to include the link to edit a response in the google sheet that is connected (integration) to the form? Thanks! D
How to change ownership, and keep CRM integration?
Hi, we have multiple forms that our agency built for us. Each form has a zoho CRM integration. How to transfert ownership of those for forms (to me), and keep the CRM integration. It seems that if we change ownership, we will lose the integration. t
Formtitle and own CSS
Hello, enclosed you will find a screenshot and a few questions about the form URL and the form title. - Is it possible to change the form title in the URL afterwards? Please see number 1 in the screenshot. If yes, how? - Is it possible to specify the
Transfer field values to another text field
Hello, is it possible to prefill a text field with a previous input? I am entering two people. When person 1 has e.g. the street filled in, I want to pre-populate the text field for person 2 with the value of person 1 on the next page. Best regards
if statement in the email notification
Hello, is it possible to include content with an if statement in the email notification? I have a radio button with yes and no. If yes, a link should be inserted in the email notification. If no, nothing should be inserted. How should the code be written?
Subforms limit
Hello, I have a form with 30 questions. Each question if answered yes has its own additional questionnaire. How could I implement this in Zoho Forms? Unfortunately subforms are limited to 5. Why? Can this be extended? This would be a perfect way to implement
Next Page