Overview

Overview

Form Settings
General

  • Display: To set up the basic attributes of your form. Here, you can choose to display the form header and set the direction of text in your form.
  • Thank You Page & Redirection: Configure what happens after form submission (e.g., redirecting users to a different page).
  • Date & Time: To set up the date format, language and timezone of your form.
  • Form Availability: Determine when forms are accessible for submissions.
  • SMTP: Configure email-related settings for form notifications.
  • Others: Configure settings for delimiters and form respondent's location details.

Email & Notifications

  • Email: Set up email notifications upon form submissions.
  • SMS: Set up text message notifications upon form submissions.
  • WhatsApp: Set up WhatsApp notifications upon form submissions.

Branding

  • Custom Domain: Use a custom domain for form URLs.
  • Browser Tab: Customize how the form appears in the browser tab.

Prefill

  • Field Alias - Prefill URL: Prefill form fields using URL parameters.
  • Static Prefill URLs: Generate, store, and manage multiple prefill URLs for future use without needing to regenerate them each time.
  • Dynamic Prefill - Webhook: Prefill form fields dynamically using webhooks.

PDF & Document Merge

  • PDF Editor: Customize the appearance of submitted form data in PDFs.
  • Document Merge: Combine form data into documents for automation.

Submissions & Storage

  • Geolocation: Capture the geographical location of the form submission.
  • Save & Resume: Allow users to save their progress and resume the form later.
  • Edit Response: Allow users to edit their responses after submission.
  • Manage Form Attachments: Handle file attachments in forms.
  • Auto-Trash: Automatically delete unwanted form submissions.
  • Review Before Submission: Enable users to review their form responses before final submission.

Translation & Messages

  • Custom Messages: Configure custom messages like customized error messages for users.
  • Translation: Set up translation of the form into different languages.

Spam Control

  • Double Opt-In: Require users to confirm their email before the submission is accepted.
  • OTP Verification: Use OTPs for verification to control spam form submissions.
  • CAPTCHA: Prevent spam submissions using CAPTCHA.

Mobile App

  • Scan & Fill: Allow users to scan any QR code (which is generated by comma-separated values or a key-value pair) while filling out your mobile form and have the form fields on mobile autofilled with data from the QR Code.
  • Push Notifications: Send push notifications to mobile devices on form submissions.

Compliance & Audit

  • HIPAA: Ensure forms comply with HIPAA standards for healthcare information.
  • Accessibility: Make forms more accessible for people with disabilities.
  • Record Audit: Track the changes made to form entries in chronological order. 
  • Email Audit: Track email notification deliveries upon form submissions.

Tasks

  • Permissions: Assign form entries as a task to the users in your organization.
  • Filters: Filter out entries while assigning a 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

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        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

                                                                                                                                    • Overview

                                                                                                                                      Having an approval process within your organization becomes essential to approve certain documents, applications, invoices, budgets, purchase orders, discounts, vacation time, etc. To streamline the manual approval processes that you already have and ...
                                                                                                                                    • Overview

                                                                                                                                      If you are looking to automate the process of adding data to your Zoho CRM modules, you can use the Zoho Forms - Zoho CRM integration. With this integration, you can push the form entries directly into Zoho CRM modules and pre-populate certain data ...
                                                                                                                                    • Overview

                                                                                                                                      An online payment form is a digital document that you can use to collect payment information from customers over the internet. Online payment forms offer a fast, convenient, and secure way for businesses to collect payments from customers. With Zoho ...
                                                                                                                                    • Overview

                                                                                                                                      Beautiful forms can make a great difference in the number of entries you receive. The Theme Editor in Zoho Forms allows you to polish your forms with minimal effort. You can customize your form and play around with custom backgrounds, fonts, effects, ...
                                                                                                                                    • Overview

                                                                                                                                      Fields are the building blocks of your forms. To get the right data from your respondents, you need to choose the appropriate form fields based on the details that you wish to collect. A form field typically consists of: Field Name: The text or label ...
                                                                                                                                      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