Automating Portal User Creation with Zoho Creator Forms

Automating Portal User Creation with Zoho Creator Forms

Requirement

Automatically create a portal for the user with their email entered in the Zoho Creator form.

Use Case

Consider a healthcare organization utilizing Zoho Creator to oversee patient data, appointments, and medical records. When a new patient is registered using a Zoho Creator form, a portal account will be created for that user automatically in Zoho Creator. This will enable patients to access their medical records, schedule appointments, communicate with healthcare providers, and access educational resources through the patient portal.

Steps to follow

  1. Create a form with the following details to get patient information.

    Form Name

    Form Link Name

    Field Type

    Field Name

    Field Link Name

    Patient Registration

    Patient_Registration

    Name

    Patient Name

    Patient_Name

    Email

    Email

    Email

    Phone

    Phone

    Phone

    Address

    Address

    Address

     

  2. Note: Along with this form, create any other forms that need to be accessed by the user via portal depending on your use cases, for example a Book Appointment form or a Patient Review form.
  3. Add a permission set for the portal user, give access to required forms that need to be accessed by the patient via ,and name the permission as Patient.

  4. Create a portal for your application and enter the Portal URL and select the preferred Portal Type.
  5. Create a workflow to trigger upon successful submission of the Patient Registration form. Select the Record Event as Created or Edited and name the workflow as Add Portal User.

  6. Click Add New Action > Deluge Script and add the following code in the Deluge editor.
  1. //Add the user to the portal using the Assign profile to portal user Deluge task.
  2. response = thisapp.portal.assignUserInProfile(input.Email, "Patient");
Where:
"Patient"
Is the TEXT that represents the name of the permission that needs to be given to the user.

See How it Works


  1. Understand Portal
  2. Assign profile to portal user


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          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 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







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    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


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            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 Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Zoho Creator : Best practices to build better apps

                                                                                                                                      What does this page cover This page outlines recommended best practices for building efficient and scalable applications in Zoho Creator. It covers guidelines for designing apps, structuring forms and fields, organizing data, writing optimized Deluge ...
                                                                                                                                    • Understanding and configuring chat agent

                                                                                                                                      Note: This feature is currently available as an early access feature for the enterprise plan in Creator 6. In a nutshell Chat agent lets you create an AI powered assistant to your Zoho Creator application. Powered by the AI provider configured in ...
                                                                                                                                    • Customizing portal pages

                                                                                                                                      This help page is for Creator 6 users with portals created after June 1, 2026. For portals created earlier, refer to this document to learn about the older version of portal page customization. If you are on Creator 5, refer to this document. Know ...
                                                                                                                                    • Accessing and managing Zoho Creator portal account

                                                                                                                                      What does this page cover Learn how to sign up for and sign in to your Creator portal, and manage your account settings, including authentication methods, sessions and profile details. Note: This page is intended only for portal users. Availability ...
                                                                                                                                    • Understanding Zia features in Creator

                                                                                                                                      In a nutshell Zia brings GenAI-powered assistance directly into Zoho Creator to accelerate app development. Instead of manually designing forms, writing scripts, or defining logic from scratch, you can describe your requirements in a natural ...
                                                                                                                                      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