Provide a link in a form, through notes field

Provide a link in a form, through notes field


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 are kept separate from the main form itself, allowing more clarity to the users. A notes field can show the list of instructions in an external link, using HTML.

Steps to follow

1. Create the Registration form with the following details, marking them:
Form Link Name
Field Type
Field Name
Field Link Name
Add Notes
Add Notes
Student Image
Date of birth
Parent/Guardian's Name
2. Duplicate the Instructions form to create a stateless form. Rename it as 'Instructions to fill form'. Remove all the buttons from the form.

3. On the Instructions to fill form form, click the Notes field, then click Edit HTML.

4. Insert the below code to display the instructions link as a button for ease of access.
  1. <u>
  2. <a style="font-size: 1.5rem; padding: 1.2rem; color: rgb(26, 188, 156." rel="noopener noreferrer" href="#Form:Instructions_to_fill_form" target="_blank">
  3. Please read the instructions before filling the form.
  4. </a
  5. </u>

See how it works

Points to note  

  • This linking can also be done using the openURL task. The instructions can be stored in a separate form, named Instructions. A workflow can be created to load this form on load of the Registration form
Insert the below code in the Deluge editor to open the instructions as a popup:
  1. openUrl("#Form:Instructions_to_fill_form","popup window","height=400px,width=400px".;
  1. Stateless forms
  2. Add Notes field
  3. openURL task

    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 ...
                                                                                                      • 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 ...
                                                                                                      • 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, ...
                                                                                                      • Understand add notes field

                                                                                                        Understand add notes field The Add Notes field enables you to display a note on your form. You can use it to provide any instruction or additional information to your users, and thereby assist them in submitting data through your form. You can have ...
                                                                                                      • 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 ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace



                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.


                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.


                                                                                                          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