Who can view form responses?
We are a small company. I am the super admin and have a few forms. I wanted to give another employee access to view/edit entries/responses on one form, so I added him as a user and changed the form ownership to him. Now I can't view/edit the responses, only he can?? I feel like the super admin should be able to view the responses on any form - is this possible and i'm just missing something or what? Thanks. PS The help site should explain what form ownership means & allows more clearly - I keepZoho Forms as a Popup Widget in Zoho CRM
Hello, is there not a way to connect a Zoho form on a widget in Zoho CRM? I have everything connected correctly. But when I click the button in View page to invoke the url it works and shows the form, but now I cannot click the integrated lookup fieldHow do I create a customer and charge them using Zoho Forms?
Hello, I am trying to use Zoho Forms as a questionnaire and checkout page. I have the forms set up and I enabled Stripe payment but I am trying to use LeadDyno for affiliate tracking and that means I need the email of the customer that paid to be attached to the payment. This is a pretty small thing that is making a HUGE difference for me and slowing the release of my checkout portal. I have tried as much as I could in Zoho Flow to make this work too and I am still at a loss. I really need to attachEmbed Field Labels in Email notification link
I need to use the content of a field on the form as part of a URL to be included in the body of one of the notification Emails. I tried using the field label with no satisfaction at all. For example: Basic URL: https://dashboard.websitedomainname.com/How do I disconnect my Salesforce integration?
I need to integrate a different Salesforce sandbox with my Zoho form.Bigin-Forms upsert existing deal
Hi is it possible to upsert an existing bigin deal using forms? our workflow has a deal being created, then a site visit where the form is filed out, i would like to then send the info in the form to the existing bigin deal along with a PDF copy. isConditional rules, same fields in different options
Hello, two questions. I have a form with a dropdown menu (A and B). Depending on the option selected, there are fields that are repeated. For example: * If you choose option A, the "name" and "phone" fields will appear. * If you choose option B, the "name",Summary at the last page
Hello. I allow myself to write on the forum in order to obtain help for one of my forms. I apologize for my English, I am in France. On the first pages, people write a number in the number fields. I would like these figures to be carried over to the lastZoho form - Export as CSV - Font Error
Hi, I have tried export my entries ( in Vietnamese) as csv format. I got font error in csv file as attached file Could you please help me to solve this issue ?Share link field adress
Hi! Is it possible to share the address (street, number, city) that my clients enter in the form? My form is now integrated into Desk and the forms come in as a ticket. I need to share the address with a delivery area my company. Thank youError when client tries to upload PNG's or Jpegs
Hi Fellow Zoho Forms users, Has anyone experienced an error when trying to upload png's or jpegs? I have the max file size set to 20 megs but when our clients try to upload images they get they get the error message that is attached. Can anyone assistShow and Hide not working
Hello. I am not sure if this is an error or something I am doing wrong but I am trying to conditionally show and hide a field but when I go to select the field, the fields I want to show or hide are not appearing in the choices. Any advice or solutiZoho Desk integration - if a user updates a form
Can someone tell me what happens via the Zoho Desk integration if a user updates a form response? At the moment, I have it configured to create a ticket when a form is submitted, but I'm wondering if I enable the ability for people to go back and edit"Added Email ID" available everywhere
Hi, I would like to see the "Added Email ID" available in the All Entries Table for Submitted and Partially Saved (Like we can in the Reports Table today) as well as available in the Document Merge to include in PDF's. Thanks DanDynamic Field Folders in OneDrive
Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the sameMore Date Format Support Options
Hi, In the Forms Settings you can set for example DD-MMMM-YYYY but not DD MMMM YYYY, I would like to have "Custom" like WRITER to set it ourselves? Thanks DanMixed AND/OR Rule Conditions
Hi, I would like to be able to have both AND as well as OR rules combined, so If ((This AND That) AND (This OR the other)). Thanks DanMore Conditional Rules Options
Hi, So I would like IsEmpty, IsNotEmpty, Contains, DoesNotContain, etc. above the Is or IsNot. Thanks DanOneDrive Attachment Integration with Larger than 4MB File Support
Hi, The current OneDrive Integration for Attachments is using the basic API so limited to 4MB, I would like Zoho to use the other API that supports files up to the OneDrive limits or that set in the Zoho Field limit. Thanks DanIs there a way to Prefill A Subform in Zoho Forms?
By The Grace Of G-d. Hi, Is there any way to prefill a subform? Using URL Parameters or something else?Zoho Forms API
Is there any way to get all form entry list using API? Looking forward to hear from youUpload 20MB+ Files directly to WorkDrive
Hello, I am a big fan of Zoho Forms & Workdrive. My work involves requesting for documents and information from clients. The size of a single document is around 100 - 150 MB. Since Zoho Forms doesn't allow uploads above 20MB. I am left with the followingWhere are Page Aliases in Google Analytics?
Hello, I have a multistep form on my website (Diventa cliente | Amotive) and I activated Google Tag Manager tracking. It's working perfectly. My question is: where do the zf_page values show up in Analytics? Thank you AntonioHide Form Field Labels For Dropdowns
How do I hide the field labels for dropdowns? I can hide for most other field types, but not for dropdowns.GTM don't track zf_* events
Hello. I followed the guide to set up GTM tracking of Zoho Forms. We've set up settings in Zoho Forms, set up trigger in GTM, set up GA variable in GTM and tag in GTM. The form is embedded to the site and have different domains. Form link Site link WhenTip #6: Add images, files and, signatures captured in forms to Zoho CRM
How to add images, files and signatures captured using forms to Zoho CRM? Attachments in Zoho CRM can help give a deeper perspective into a particular record. When form entries are pushed into CRM, you can automatically send the attachments captured in the forms along with them. How it works You can do this whether you are using the form entries to create new records in CRM or update existing records. The files captured with form fields will be added to the Zoho CRM record as attachments. You canSorry, you seem to have submitted this form too many times.
Hello, getting this error but have the basic subscription. Any ideas?How to share edit rights of a form with others via Zoho Form
I would like to allow multiple people have rights for editing the form. However, I find that the share permission is read-only. Grateful if you could help provide the procedure of delegating edit rights to specific people.Share forms with your team to collaborate better
Collaborating and communicating as a team gets things done faster and increases productivity. That's why we're excited to announce our form collaboration feature, where you can share your forms privately with select users and co-edit them together. What'sHow to use Google Drive attachments in Document Merge
Hi all, We have set up a Zoho Form and want to use Document Merge with Zoho Writer to generate styled PDF. We ask for different data types including files and images within a subform. We use Google Drive to store our Form Attachments, as provided by ZohoCan you create an use variables in Zoho Forms?
If so, how? Could not find anything in the kb.Google Maps API integration into Forms
I looked around a good bit and could not find anything on this topic. I was curious about using the Google Maps API on a Zoho Form. Specifically an order form for a product that we will only deliver within certain City Limits. We currently use the API to call the exact address (as dictated by Google) and if the City name does not match where we service it is very evident. (Using FormCraft Form in Word Press) The "exact address" name is also used later in the process as well. I do not see a wayIntegrate Zoho Form with Zoho Creator
Hi, Is it possible to integrate Zoho Forms with Zoho Creator? We are trying to pull some data form Zoho Creator so is available in a dropdown field in Zoho Forms, is it possible?ZOHO Forms Entries sharing with team
I/we often need to export form entries contents. I am the form owner and I have many responsibilities. Every time one of my colleagues needs to export the Replies, they have to come to me to do so. Please add the option to add permissions to access andValidate email Zoho Forms
Is possible improve a "validate email" field in ZOHO Forms? ThanksConversion Tracking Installation in Zoho Forms
I want to know how i can set conversion tracking on the submit button in the Zoho forms. I want to install a tag that calls a conversion tag when the submit button is clicked. But i need some help regarding the same as i cant see a solution on the internet.Bulk assign values to the Choices of a select (or bulk upload a list of choices and values)
Hello, I want to create a select containing all world countries + 2 digits ISO code. I've seen I can bulk upload the list of choices (= the name of the country) but still I have to assign the values (= the ISO codes) manually. Is there a way to uploadhow to know which user is recording forms
Hi, i´m a new user and sorry for my english Is possible to know who is recording the forms? Mean, i want to use same form in my company. 7 people is recording data with their phones. They have different loggin , different phones but i can´t see which one is using the form ThanksWrong Line numbers in Failed automations report
The line number reported in the report does not correspond with the line in the functionHow to automatically copy field content from one field into another
Hello, I have a form with a billing address and shipping address. I'd like like the billing address to be the same as the shipping address unless the client chooses different. So when the client enters the shipping address, I would like the the contentsNext Page
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Tip #6: Add images, files and, signatures captured in forms to Zoho CRM
How to add images, files and signatures captured using forms to Zoho CRM? Attachments in Zoho CRM can help give a deeper perspective into a particular record. When form entries are pushed into CRM, you can automatically send the attachments captured in the forms along with them. How it works You can do this whether you are using the form entries to create new records in CRM or update existing records. The files captured with form fields will be added to the Zoho CRM record as attachments. You canShare forms with your team to collaborate better
Collaborating and communicating as a team gets things done faster and increases productivity. That's why we're excited to announce our form collaboration feature, where you can share your forms privately with select users and co-edit them together. What'sTip #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 CRMCreate dynamic rich text field labels based on form answers
Hello fellow form builders, A great form-filling experience is so smooth that it feels effortless to the form filler, which means it's also likely to result in more form conversions. To help you with this we are making field labeling better! The enhancement we're rolling out is an additional setting to personalize the naming of form fields. This means you'll be able to incorporate form answers into the field labels as you name them. To break it down to you, here are a few examples: Hi Richard,Form language translation in Zoho Forms
Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking to
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Zoho Desk integration - if a user updates a form
Can someone tell me what happens via the Zoho Desk integration if a user updates a form response? At the moment, I have it configured to create a ticket when a form is submitted, but I'm wondering if I enable the ability for people to go back and editHow do I disconnect my Salesforce integration?
I need to integrate a different Salesforce sandbox with my Zoho form.How to use Google Drive attachments in Document Merge
Hi all, We have set up a Zoho Form and want to use Document Merge with Zoho Writer to generate styled PDF. We ask for different data types including files and images within a subform. We use Google Drive to store our Form Attachments, as provided by ZohoSummary at the last page
Hello. I allow myself to write on the forum in order to obtain help for one of my forms. I apologize for my English, I am in France. On the first pages, people write a number in the number fields. I would like these figures to be carried over to the lastBigin-Forms upsert existing deal
Hi is it possible to upsert an existing bigin deal using forms? our workflow has a deal being created, then a site visit where the form is filed out, i would like to then send the info in the form to the existing bigin deal along with a PDF copy. is
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Tip #6: Add images, files and, signatures captured in forms to Zoho CRM
How to add images, files and signatures captured using forms to Zoho CRM? Attachments in Zoho CRM can help give a deeper perspective into a particular record. When form entries are pushed into CRM, you can automatically send the attachments captured in the forms along with them. How it works You can do this whether you are using the form entries to create new records in CRM or update existing records. The files captured with form fields will be added to the Zoho CRM record as attachments. You canTip #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 CRMCreate dynamic rich text field labels based on form answers
Hello fellow form builders, A great form-filling experience is so smooth that it feels effortless to the form filler, which means it's also likely to result in more form conversions. To help you with this we are making field labeling better! The enhancement we're rolling out is an additional setting to personalize the naming of form fields. This means you'll be able to incorporate form answers into the field labels as you name them. To break it down to you, here are a few examples: Hi Richard,Form language translation in Zoho Forms
Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking toTip #4: Add related lists to Zoho CRM records using form responses
How to add a related list to new or existing CRM records using forms? Related lists in CRM ensures that all the data that is related is connected and easily accessible. For example a contact may have notes, attachments, activities, products, and other items associated with it. These make up a related list. You can set up an integration to get this data using forms and automatically add it to the related list for a CRM record. There are two broad scenarios when you may need to do this: Adding a
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