Understand set field value in form workflows
Consider an Order form with Product Name and Quantity fields. The default value for Quantity field can be set as "1". When the form loads, the Quantity field value will be preset with the value "1". This value can be edited by the user while accessing the form.
Similarly, you can set the field value in various scenarios such as displaying the default credit limit of an account in a CRM system, setting the default value for a device request in an IT asset management application and more.
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
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.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Understand Form Workflows
Form workflow refers to the workflow triggered when there is an activity on a form. The activities that you can perform on a form are listed below. Created - Create a new record in the form Created or Edited - Create a new record or edit an existing ...Set criteria for form workflows
The action in a workflow executes for all records by default when the Run this action field is set as Always. Alternatively, you can execute the action for selected records by setting a condition or criteria. To set the condition: Choose the On ...FAQs: Form Buttons
This page covers about the functionality, customization, and optimization of form buttons in Zoho Creator, answering key questions and providing insights for enhancing user experience. What are form buttons in Zoho Creator? Form buttons in Zoho ...Understand form event in workflows
To set a workflow to start rolling out, you need to specify on cue of which record event it needs to be triggered. Options are when a record is created, when a record is edited, when a record is created or edited, or when a record in deleted. Then ...Understand field availability in form workflows
By default, all fields in the form are available for the users to add or modify data. The Disable Fields action lets you set conditions and disable selected fields to the user when the form loads or based on the value specified in another field. The ...