Associate Open Form Action to a Text Displayed in a Panel | Zoho Creator Help

Associate Open Form action

Associating an Open Form action to text, allows user to open a specified Form when they click the text. The associated form can belong to any application in your Zoho Creator account.

To associate an Open Form action to the text in a panel:

  1. Double click the panel to associate an action to the text in it or single click to select the panel and then click the  Configure  option in the toolbar at the top center of the page builder.

  2. Click to select the configured text in the panel to associate an action.
  3. Select  Action  from the options on the right side of the configuration menu. 

  4. From the  Action Type  dropdown, select  Open Form .

  5. Select a  Form  from the dropdown.
     
    Note : The  Form  dropdown lists all the forms in the application you are currently working on. To select a form from another application, click the  Change App  give in Blue, on the footer of the  Form  dropdown. Select another application and click  Done  to view all the forms in it. 
     

  6. Enter a  Query parameter  in the space provided. 

    Adding a query parameter to an Open Form action, loads the associated form with pre-filled values, for the fields specified in the parameter string.

    
Parameter formats:

    • Field link name=${page parameter name}
    • Field name=value
    Example:

  7. Select a target window from the  Open In  dropdown.
  8. You can close the panel configuration sheet, once you have finished configuring. The changes will be auto-saved.

Related Topics

  1. Associate Open Report action
  2. Associate Open Page action
  3. Associate Execute function action
  4. Associate Open URL action

    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

                                                                                                          • Associate Open URL action

                                                                                                            Associating an Open URL action to text allows you to redirect users to the specified URL when they click on the text. To associate an Open URL action to the text in a panel: Double click the panel to associate an action to the text in it or single ...
                                                                                                          • Associate Open Report action

                                                                                                            Associating an Open report action to text, allows user to open a specified Report when they click the text. The associated report can belong to any application in your Zoho Creator account. To associate an Open report action to the text in a panel: ...
                                                                                                          • Associate Open Page action

                                                                                                            Associating an Open page action to text, allows user to open a specified page when they click the text. The associated page can belong to any application in your Zoho Creator account. To associate an Open page action to the text in a panel: You can ...
                                                                                                          • Associate Execute Function action

                                                                                                            Execute function action invokes a custom function specified in any of your Zoho Creator applications. Configure actions to associate to a panel's image Configure action confirmation for function execution ZML implementation for action confirmation To ...
                                                                                                          • Display custom action button for specific records

                                                                                                            Requirement   The custom action button in a report should be visible only for certain records, based on a condition. Use Case   An asset request app lets employees raise requests for gadgets or machines. While filling the form, employees can specify ...
                                                                                                            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