How can multiple users from a team work with the same form in my organization?

How can multiple users from a team work with the same form in my organization?

When you require multiple people from your team to work on a form, it can become quite tedious and time consuming to keep changing the form ownership back and forth to the users.

Zoho Forms provides you with the option to collaborate and co-edit forms together to make your team's job simpler, more efficient and faster! 

Co-edit forms with your team members


To share your form with your team members,
  1. In your form builder, click the Share tab.
  2. UnderShare With, click Specific Users.
  3. In Share With, enter the email addresses of the users you wish to share the form with.If the email address is a part of your Zoho Forms account, you will find the user's name in the dropdown to select.
  4. In the Allow users to dropdown, select the form permission you wish to grant to the users. Read more on permissions here. 
  5. To notify your users about the shared form via email, select the  Notify Users option. You can change the default message which is provided with a link to the shared form.
  6. Click Share Share & Notify if you have selected to notify the users via an email).

To view the list of users the form is shared with, click Shared Users. This list will show the users with Submit Form, Modify Form and Modify Form, Entries, Reports permissions.

Permissions for a form shared with specific users

You can choose to share the form with a specific set of users in your organization with specific permissions. Zoho Forms allows you to grant the following permissions while sharing a form privately: 
  1. Submit Form : With this permission, the user will be able to access, fill, and submit the form.
  2. Modify Form: With this permission, the user will be able to edit, access, fill, and submit the form. 
  3. Modify Form, Entries, Reports: With this permission, the user will have all permissions of a user with modify form permission, and in addition can manage all entries, create and modify reports.   
A user with the Modify Form permission or Modify Form, Entries, Reports permission becomes a form collaborator.

Remove Collaborator permission



Hover over the user email address and click the   icon.



To start a group chat with the users having Modify Form / Modify Form, Entries, Reports permission, 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 Modify Form/Modify Form, Entries, Reports permission will popup. 

Form Collaborators


Note:

  • A user with the Modify Form/Modify Form, Entries, Reports permission cannot add new users with the same permission or remove the existing ones with the same permission.
  • Respondents, Users who have not accepted the confirmation emails cannot be given Modify Form/Modify Form, Entries, Reports permission.             
  • A maximum of 10 users can be given either the Modify Form permission or the Modify Form, Entries, Reports permission, or a combination of both.
  • The form ownership cannot be transferred to a user with Modify Form/Modify Form, Entries, Reports permission. You must remove the permission and then transfer the ownership of the form to the user.

    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

                                                                                                        • Changing Form Ownership

                                                                                                          In some organizations, the forms are designed by dedicated developers and may be required to be used by other employees. In such scenarios, developers can create a form, configure the settings and once the form is ready, they can transfer the entire ...
                                                                                                        • Sharing a form within your organization

                                                                                                          Table of Contents Sharing a form with specific users Permissions for a form shared with specific users Sharing a form with all users Zoho Forms allows you to share your forms within a closed group of people from your organization. To share a form ...
                                                                                                        • Form Availability

                                                                                                          Setting up form availability allows you to control when a form is accessible to users. Here are some real-time scenarios where setting up form availability can help you: Imagine you're organizing an event with limited seats. You want to ensure that ...
                                                                                                        • Importing Office 365 Users

                                                                                                          If your organization uses Office 365 for work, you can import the users in your Office 365 account to your Zoho Forms account directly.  You can import users either from your Office 365 account or from your Zoho Forms account. Importing contacts from ...
                                                                                                        • Form Rules

                                                                                                          With the Form Rules, you can choose to trigger different actions upon form submission if the defined conditions are satisfied. You can automatically trigger emails, assign tasks, decide on the Thank You page to be displayed or redirect the ...
                                                                                                          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