FAQs: Create Form
This page covers creating forms and utilizing templates to import and integrate data sources, allowing you to duplicate forms effortlessly and integrate with other services seamlessly.
How do I create a form from scratch?
To create a form from scratch, go to the edit mode of the application by clicking on Edit.
- Click + in the top-left corner next to the application name.
- Select Form from the options to create a new component.
- Select From Scratch for how you would like to create your form.
- Enter a name for your form.
- You will be taken to the form builder. Drag and drop the required elements and explore creating your form.
In how many steps can i create a form?
Step 1: Navigate to the application in edit mode and click add new icon.
Step 2: Select Form
Step 3: Select how you would like to create a form
Step 4: Give the new form a name
You have a form in less than five steps.
What do I do after creating a form?
After creating a form, a report for the form will be created automatically.
You can send the form out to your users to fill the for up and further, you can create workflows with the form if required.
What should i know before creating a form?
Before creating a form, you should have a clear vision of what data you want to collect from your users.
It could help to have an idea of the field pallete we provide and field and form properties in order to use them to the fullest.
Who all (roles) can create a form?
The Super admin, admins, and developers will have access to create a form.
How do I utilize a template in Zoho Creator as a form for my application?
To install a form template, go to edit mode of the application by clicking on the Edit.
- Click + in the top-left corner next to the application name.
- Select Form from the options to create a new component.
- Select a template of form and click Use Template on the template.
- The template is installed and is now a part of your of your application. You can also customize it to your needs.
How many templates are available in forms?
With over 50 professionally designed form templates, Creator makes your life easier. Installing these templates is a breeze, requiring just a few clicks.
Can I customize a template form to suit my needs?
Yes, absolutely! You can customize every template after installing them. Simply access them in the form builder and proceed to customize them according to your needs.
Is it possible to create a form based on existing data?
Yes, you can create a form based on existing data.
To create a form from data, go to the edit mode of the application by clicking Edit.
- Click + in the top-left corner next to the application name.
- Select Form from the options to create a new component.
- Select Import with Data to proceed.
- Select the source you want to import data from.
The uploaded file will be used to create the application.
What file types are supported for importing to create a form?
From local storage and URL, you can import .xls, .xlsx, .xlsm, .csv, .tsv, .ods, .mdb, .accdb, .ds, .json, and .numbers files. From cloud services, you can import .xls, .xlsx, .xlsm, .csv, .tsv, .ods, .ds, .json, and .numbers format files.
Are there any limitations on the data that can be imported?
The maximum file size allowed for upload is 2 GB.
For files exceeding 100 MB, please note that only the .csv file format is supported.
Please note that large files might take longer time to be imported, but the upload process can be tracked. Learn more.
How do I create a form by duplicating another?
Open the form in Form Builder in the Edit mode of the application.
- Click on the meat ball menu in the top-right corner.
- Select Duplicate in the list of options.
- Name the duplicated form and choose if the data has to be stored in Creator.
The form is duplicated successfully.
How do I create a stateless form?
When you create a form by duplicating an existing one, Creator provides you with an option of storing or not storing this duplicated form's data in the application. If you create a form while it's unselected, a stateless form is created. By default, this checkbox will be unselected.
You cannot create a report based on this type of form, as its data will not be saved in the application.
Can we create forms that correspond with modules in external services?
Yes, there are integrated forms.
Integration forms in Creator are a crucial part of connecting Creator to:
- External services like Salesforce, QuickBooks, BigCommerce, etc.
- Internal services like ZohoBackstage, ZohoRecruit, and ZohoCRM.
The information you enter in your Creator integration form will automatically populate the appropriate module of every service that integration forms support. The data entered in the target service's module will be synced with the corresponding integration form's report in Creator for Salesforce, QuickBooks, ZohoCRM, and ZohoRecruit, enabling two-way data sync.
Can I create a form that involves another service?
Absolutely! You have the option to involve another service in both Integrated Forms and Regular Forms with the use of integration fields in Creator. Integrated forms are integrated together with two services to enable smooth data transfer between them.
Integration Elements in Regular Forms: Regular forms can also contain integrated elements in addition to integrated forms using integration fields. These components give you the ability to add information from various sources or outside services to your form, thereby increasing its functionality. By doing so, you can add dynamic content to your standard forms to enhance the user experience. Check out our Integration forms document.
Related Help Docs
- Create from scratch
- Create from template
- Create by duplicating an existing form
- Create form by importing data
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