Understanding your Standard form builder

Understanding your Standard form builder

Form builder

The form builder is your interface for building and modifying forms in your Zoho Forms account. Once you access your Zoho Forms account, and get started to create a new form, you will land on your form builder screen. Before you begin to build your first form, this article will guide you through the different elements on your form builder screen so you know where to look for what with an example of the form builder of a Sign up form shown below.

1. Form

Form

This is where you will add the fields that your form will contain. Here, you can access the Form Properties to edit the form title and it's description, manage form fields which includes adding fields, rearranging them by drag and drop, and deleting them from the form.

2. Fields

Fields

Fields are the building blocks of your form, and you can simply add fields by dragging and dropping them wherever you want in the form. The fields in Zoho Forms are broadly categorized into Basic Fields and Advanced Fields to meet your various needs.
To access the properties of any particular field that you have added to your form, just click the field on the form and you will see a pop-up where you can customize the properties of that field. For example, if you want to customize the properties of the Name field added to the form, click the field and a pop-up window to do so appears.

Field Properties

3. Rules

Rules tab

Rules are a set of simple  if and  then  conditions using which you can get your forms to trigger different actions. You can call them conditional rules that act as the brain of your form.
Under the Rules tab, Zoho Forms offers you with:
Field Rules (actions performed based on user input)
Form Rules (actions performed on form submission)
Page Rules (actions performed in multi-page forms based on user input)

4. Settings

Settings tab

Under the Settings tab, you can configure the following:

General  -  Display,  Thank You Page & Redirection,  Date & Time,  Field Alias - Prefill URL,  Form Availability,  DKIM & SMTP,  Others - Delimiters & Respondent Location

5. Themes

Themes tab

Themes tab is where you can beautify your form and make a difference to the look and feel of your form. You can customize even the most finer details of your form from the scratch to your liking or choose to apply any of our free, ready-to-use pre-built themes from our Themes gallery.   
Check out a few tips to create visually appealing forms and learn about the importance of font style in a form.

6. Share  

Share tab

Of course, you have created a form to share it with people. With Zoho Forms, you have multiple options to share your form and collect data with ease:
  1. Share a form publicly, or privately
  2. Share form as a QR code
  3. Share your form directly on your social media networks
  4. Share forms via email campaigns
  5. Embed your form seamlessly on your website with zero coding knowledge
  6. Track your form entries with the various tracking techniques that Zoho Forms has to offer.

7. Integrations

Integrations tab

Under the Integrations tab, you can efficiently automate workflows by routing form submissions to integrated apps. Zoho Forms offers integration with 20+ services to  increase your productivity without breaking a sweat.

8. Approvals

Approvals tab

Under the Approvals tab, you can set up hierarchical or multilevel approval workflows that allow your teammates and peers to review form submissions and approve/reject them. Automate subsequent workflows based on these approvals and create an efficient system that works just for you. This can ensure a systematic approach that will prevent delays and establish uniformity across team members.

9. Access Form

Access Form button

After building your form, you can see a preview of how your live form will appear. Just click  Access Form  in the top-right corner of your form builder. A preview of your form will open in a new tab.

10. All Entries

Link to All Entries section

All Entries section of your form is where all of the form submissions made will be listed. Here, you can view, edit, print, export, delete, schedule reports and do a lot more.

11. Profile Picture

Profile Picture

You will see your profile picture on the top-right corner of the form builder. Clicking on your profile picture will give you the following details:
Your name, email address, user ID, Link to your Zoho Accounts page, Sign Out button, link to view your account usage, the plan name you are subscribed to, button to upgrade/manage your subscription, links to Zoho Forms Resources, link to contact us, and a toggle to enable/disable the Chatbar for Zoho Cliq.

View Usage

12. Control Panel

Link to Control Panel

The Control Panel is where the Admin of your Zoho Forms organization possesses control over the various settings broadly categorized into:
  1. Customization
    Portal Name
    Custom Domain
    Language

  2. Notification Settings
    SMS Gateways
    DKIM Configuration
    Sender Email Address
    WhatsApp Configuration
    SMTP Configuration

  3. Data Administration
    Data Export
    Scheduled Reports
    HIPAA - Organization Control
    Export Record Audit Data
    Audit - Organization Level
    Export File Storage Info
    Export Form Audit Data

  4. Developer Space
    Access Tokens
    Connections

13. The bell icon

Bell icon

The bell icon in the top will give you any in-app notifications.

14. Chat with the form collaborators

To start a group chat with the your form collaborators (users having Modify Form permission to a privately shared form), click the  icon in the top-right corner of your form builder and click Chat. A chat window with the name of the form including all the users having the  Modify Form  permission will popup. 

Form Collaborators

15. Referral icon

Referral icon

This link is to refer Zoho Forms to the people you know and earn once they have subscribed to Zoho Forms.

16. Subscriptions

Subscription link

Zoho Forms offers a Free plan without any trial period to the users. If you are looking for more features, you can subscribe to any of our plans that bring together the commonly needed features into different packages to fit your needs and budget.  You can upgrade or downgrade from your current planrenew your subscription, and supplement your current plan with add-ons using the Subscriptions link in the top corner.

17. The Home icon

Home

The Home icon will help you navigate from the form builder to the Forms listing page, Reports, Users, Tasks, and Approvals (that will take you to review approval requests for the form entries assigned to you).

Check out:
  1. Get started by building your first form
  2. How do I get started with Zoho Forms in just a few minutes?

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