Embed a Form into a Page | Zoho Creator Help

Embed a form


Refer to this page to learn how to embed a form as a button in a page.
Note: If your page has another application component (form or report) inside it, then you need to publish the component for it to be accessible in the published page.

To embed a form in a page

  1. Edit your app.
  2. Select the required page from the accordion menu on the top-left corner, or from the application preview in the middle. You'll be taken to its  Design  page.
  3. Click on the device icon to navigate to the  Design  view of the device of your choice.

  4. Hover in the middle and click  Open Page Builder .
  5. In the page builder, click the  Form  option from the page elements menu on the left. A menu will slide in.
  6. Select an  Application  from the dropdown provided. This dropdown will list all the applications available in your Zoho Creator account.
  7. Select a form from the  Form  dropdown. All the forms in the selected application will be listed here.

  8. Click and drag the  Embed as Form  option to embed a form into the page builder. You can also double-click the  Embed as Form  option.
  9. Once the form is added to the page, you can configure various  properties  for it.

To configure an embedded form

  1. Double click the form you want to configure. You can also single click to select the form and then click the  Configure  option in the toolbar at the top-center of the page builder.
  2. The  Form Embed Configuration  pane will slide in from the right. From here, you can configure the  Properties  and  Field values . Also, you can change the form by clicking the  Change Form  button at the top of the pane.
  3. Under the  Properties  tab, you can customize the following:
    • Success Message: Enter a message you want to show when the form is submitted successfully via the page.
    • Submit button text : Enter text to be displayed in place of  Submit  button when users access your form to submit entries.
    • Reset button text : Enter text to be displayed in place of  Reset  button when users need to clear the data entered in your form.
    • Redirect to : Specify the entity (website or component) to which you want to redirect your users on form submission.
    • Open in : Select the required target window in which the redirected entity must be opened.
  4. Under the  Field Values  tab, you can prefill the field values in your selected form.
  5. Click  Configure values . A field will appear chosen by default and you can specify its value.
  6. Click  Add New Value  to select fields and specify their values.
  7. You can also edit the chosen field by clicking on the field name and choosing a different field from the dropdown.
  8. Hover on a value to  delete  that row of field and its value.
  9. Click  Done  at the top-right to save configuration.
  10. Select the form and click the  Title  option to set a title for your embedded form. A popup window will appear.
  11. Specify the title and click  Done . The title will be displayed above the embedded form. You can click again on the  Title  icon if you do not want to display the title.
  12. Click the dropdown beside the  double-sided arrow  icon to set the height as  Auto  or  Custom  (in pixels) for your form.
  13. Click the  Delete  icon to delete the form.
  14. Click  Done  at the top-right corner of the page builder once you have finished making changes. The changes are automatically saved.

Related Topics


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION










                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Publish a page with job vacancies list and a form to apply for them

                                                                                                        Requirement Publish a page with components that can be accessed by the public users who don't have a Zoho Creator account. Use case In a Recruitment tracker application, there are 2 forms - Add Job Vacancy and Registration Form. Admins add job ...
                                                                                                      • Get embed code of the published form

                                                                                                        This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version. To get the embed code of the form 1. Navigate to the Operations page under the MANAGE section of the admin dashboard. 2. ...
                                                                                                      • Embed a form as a button

                                                                                                        Embed a form as a button Configure properties for the embedded form as button To embed a form as button in a page Edit your app. Select the required page from the accordion menu on the top-left corner, or from the application preview in the middle. ...
                                                                                                      • Embed a report

                                                                                                        Refer to this page to learn how to embed a report as a button in a page. Embed a report Configure properties for the embedded report Note: If your page has another application component (form or report) inside it, then you need to publish the ...
                                                                                                      • Prefill content in a form based on another form

                                                                                                        Requirement When one form is submitted with data, users are redirected to another form with pre-filled data from the previous form. Use Case An order management app contains two forms: one to store suppliers' details, and the other to store the ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources