Provide a link in a form, through notes field

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 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
Form Link Name
Field Type
Field Name
Field Link Name
Instructions
Instructions
Add Notes
Notes
plain
Registration
Registration
Add Notes
Notes
plain
Name
Name
Name
Image
Student Image
Student_Image
Phone
Phone
Phone
Date
Date of birth
Date_of_birth
Name
Parent/Guardian's Name
Parent_Guardian_s_Name
Email
Email
Email
 
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

      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

                              WCAG

                                      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

                                                                                                                        • 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 ...
                                                                                                                        • 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, ...
                                                                                                                        • 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 ...
                                                                                                                        • FAQ: Stateless Form

                                                                                                                          This page covers essential insights on Zoho Creator, including stateless form creation, optimized workflows linked to submissions, and the seamless process of creating forms without reports. What are stateless forms in Zoho Creator? Stateless 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 ...
                                                                                                                          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