By default, you can allow files of size upto 20 MB to be uploaded using the File Upload field.
To allow file uploads above 20 MB (upto 1 GB),
Upgrade to our Premium or Zoho One Enterprise plan.
In your form builder, go to Settings > Manage Form Attachments.
Choose Zoho WorkDrive and select the Manage Manually option to create and manage folders manually.
Once you set up your team in Zoho WorkDrive, select the desired folder to map the attachment fields to it and click Add.
Select the Allow Uploads above 20 MB option to allow uploads up to 1 GB. When you select this option, the attachments will not be processed by Zoho Forms and will be directly stored in the configured Zoho WorkDrive folder.
Form attachments of any size will not be supported in PDFs, Merged Documents, Email attachments, and Integrations.
How to autofill current date and time while respondent fills the form?
How to change the name of the PDF generated in form's name?
By default, the PDF of form submission is generated in the name of the form. If you wish to customize the name to suit your requirement better,
In your form builder, navigate to Settings > PDF Settings.
Click Customize under Customize your PDF.
You can give the PDF a name of your choice under Name your PDF.
How to customize the order in which form fields appear for approval to the approvers?
Sometimes, the fields that give the most relevant information may need to be positioned ahead of other fields so that the approver does not miss on the critical details before approving a record. To achieve this, you can change the order in which the form fields appear to the approver for approval irrespective of the position of fields on your form.
To customize the order,
In your form builder, while you configure the Level of approval under the Approvals tab, you can drag and drop the fields and position them as required under Field Permissions.
You can also give the approver the permission to edit fields by changing the default Read permission to Write next to the desired fields.
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.
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Make the most of Zoho CRM with these useful tips.