Forms
Dynamically Filter Lookup Options Based on Another Lookup Field's Selection
Requirement Automate the creation of portal user accounts based on the email entered in the Zoho Creator form. Use Case Consider an IT asset management application on which an organization relies to register and monitor assets assigned to employees. ...Customer Feedback with Location Capture and Interactive Visualization
1. Requirement Capture the location of the user and visualize it in a map by using the location capture feature in Zoho Creator form. 2. Use Case Consider an organization offering courier, package delivery, express mail, and logistic services, where ...Location Based Check in/out Using Geo-fencing
Requirement Restrict access to a Zoho Creator form when it is accessed outside the specified geographical boundary, using geo-fencing. Use Case Consider an organization which uses Zoho Creator application for employee management. This application ...Set up a dedicated portal for customers
Requirement Set up a portal to allow customers to create their dedicated logins and access personal data. Use Case A manufacturing company wants to let their customers access their Order Management application using their own logins. To achieve this, ...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 ...Handle the error when an incorrect value is inputted by user
Requirement Handle errors that occur when user enters an incorrect value. Use case A company uses Zoho Recruit to maintain interview and candidate details. To let their candidates know their status, the company uses a Zoho Creator form. The ...Capture data using NFC
Requirement Capture data from NFC supported tags. Use Case An organization wants a mechanism where its employees can submit feedback about its cafeteria and restrooms by tapping their NFC- enabled ID cards against the feedback collecting ...Autopopulate Zoho Creator field with Zoho People data
Requirement Autopopulate Zoho Creator field with employee information stored in Zoho People. Use case Let's assume an organization named Zylker has a private library. The regular users must purchase a membership in order to access the library, ...Automatically populate data by scanning barcode
Requirement Scan a barcode to fetch the required details stored in another app. Use Case A mobile store uses an order management application to manage their orders. When a product is added to the form, a corresponding barcode is automatically ...Select or unselect Checkboxes based on user input
Requirement Select or unselect a checkbox based on the user's input in another field. Use Case A travel management application allows for booking travel packages for tourists. Some need a whole package, while others may only need accommodation or ...Show or Hide field on checkbox input
Requirement Show or hide a field based on the checkbox value. Use Case An ice-cream parlour is accepting orders online. The patrons can choose from a list of available flavours, toppings etc. See how it works Steps to follow 1. Create the form with ...Auto populate a field based on the selection from a lookup dropdown
Requirement When a value is chosen from a lookup dropdown, related values are populated in the other fields of the same form. Use Case An order management app contains a form to store order details. When the admin chooses the customer name from ...Update an existing record using stateless forms
Requirement Use details specified in a stateless form to modify records in the main form. Use Case In an order management system, a customer has placed an order and wants to cancel it. The administrators allow for cancellation by accepting the ...Add data to a different application
Requirement Automatically add a record to a form of one application when a record is added in a different application. Use Case A Zoho creator account has two applications: Contact Management and Order Management. All the customer details maintained ...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 ...Open Form B based on field value in Form A
Requirement Open another form based on the value entered in the first form. Use Case A course - planning platform wants to design the learning plans based on the learner's current knowledge. If a learner is a working professional, one is asked to ...Having Images as choices for a question
Requirement A form containing questions must have multiple choices in image format as answers for each question. Use Case A brain-teaser application is built that has a Questions form, which lists all kinds of questions. A question has multiple ...Dynamic help text while filling a form
Requirement Display tooltips for fields and dynamic help texts for picklist (radio or drop-down) choices. Use Case The careers page on a salon website contains a form listing the current openings for stylists. A dynamic text displays the ...Insert records through email
Requirement When an email is received, content from the email is extracted and used to create records. Use Case The HR team sends an email to shortlisted candidates. Candidates can reply to the email with details that are extracted and added as ...Show and validate terms during a registration
Requirement Submit a form only if the terms and conditions are read and understood by the users. Use Case Any application has a basic set of terms and conditions that a customer needs to accept before availing the services. There are two forms, ...
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