Open Form B based on field value in Form A

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 enter details about their employment so that their course of learning is different than from a student or a non-working professional.
 

Steps to follow  

1. Create the forms with the following details:
Form
Form Link Name
Field Type
Field Name
Field Link Name
Learning Registration
Learning_Registration
Name
Name
Name
Email
Email
Email
Phone
Phone
Phone_Number
Drop Down (Add a few courses to the drop down values)
I want to learn
I_want_to_learn
Decision Box
Are you a working professional?
Are_you_a_working_professional
Working ProfessionalDetails
Working_Professional_Details
Lookup (Learning Registration)
Learning Registration
Learning_Registration
Single Line
C ompany Name
Company_Name
Single Line
Designation
Designation
Address
Address
Address
Number
E xperience
Experience
 
2. Let's create a workflow to execute during the successful submission of the Learning Registration form 
 
3. Add the below code in the Deluge Editor:
  1. if(input.Are_you_a_working_professional)
  2. {
  3. //Set the Learning Registration field value in Working Professional Details forms to the current record ID value
  4.  openUrl("#Form:Working_Professional_Details?Learning_Registration=" + input.ID,"same window");
  5. }
This will open the Working Professional Details form with the Learning Registration lookup value set to the current record ID value.
 
4. Let's create another workflow to disable the Learning Registration lookup field in the Working Professional Details form during its load.
 
5. Add the below code to disable the lookup field:
  1. disable Learning_Registration;  

See how it works                 

        


    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

                                                                                                        • 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 ...
                                                                                                        • Provide a link in a form, through notes field

                                                                                                          Requirement Open a link containing instructions required to fill a form. Use Case For any customer to use an application, registration is the first step. A registration form has some general instructions for filling the form. It would be best if they ...
                                                                                                        • 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 ...
                                                                                                        • Dynamic calculation of price based on the calculated distance

                                                                                                          Requirement Calculate the cost of a taxi or hired car based on distance. Use Case A cab booking application calculates and displays the approximate cost of a trip based on pickup and drop-off addresses, after which the user can choose to book the ...
                                                                                                        • Understand set field value in form workflows

                                                                                                          The Set field value action allows you to assign a static value to a form field based on a condition. This action executes when a new record is created or when an existing record is modified. You can preset the form field with any default or initial ...
                                                                                                          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