FAQs - Sharing & Notifications | Zoho Forms

Sharing Forms

  1. How can I use Zoho Forms privately within my organization?

    You can choose to add users of your organization to Zoho Forms and share forms and reports privately. This works well for leave forms, employee satisfaction forms and feedback forms. You can set up an approval system and assign tasks to your team based on form submissions. Learn more about sharing forms privately.

  2. How do I change the form ownership?

    In your forms listing page, hover over the form for which you wish to change ownership and hover over the ellipsis icon. Click Change Ownership and select a user from your organization.

  3.  How to let users from my organization to edit my form?

    By default, the form owner will be able to view the forms created by them. Only the Super Admin of a Zoho Forms account will be able to view the forms created by the users within the organization under the Org Forms section.

     

    If you want the users to access and submit the form, you could share the form privately with the respective users under the Share tab. Once shared, the form will be automatically displayed in the Shared forms section of the respective users/admins'.

     

    If you want the users to edit the form's structure/settings, the form has to be shared to the user with Modify Form permission. A form could be shared with only upto 3 users with Modify Form permission.

     

    Refer to this help link for more information.

  4. Why is the public link of my form not working even when my form is not disabled?

    Check whether the form's public URL is enabled under the Share tab. Also, check if the form is configured with form span under the Form Settings.

  5. How to pre populate the order ID and Product details for my Order Complaint form?

    You can use the Field Alias option in our forms to pass a value into the form's field through the form URL. You could configure an alias for the required fields and include the parameter at the end of the public URL ?fieldalias1=value1. You construct the URL with the required parameters (Order number / Product Details) and share the same with the Users to collect the data. Learn more

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