Using Web Forms in Zoho Sheet

Using Web Forms in Zoho Sheet

Web Forms in Zoho Sheet allow you to collect data from customers or collaborators through forms easily, with the data automatically saved in your spreadsheet. This simplifies direct data saving, eliminating the need for a third-party form submission tool.


Create a Web Form 

To get started:

  1. Navigate to Tools > Form > Create Form.

  2. From the dialog box that appears, you can give a form name and a description, then click Create.

 

  

How to build a form

Once the new form is created, the next step is to build the form with fields that are available in the form builder. Zoho Sheet currently supports the following fields:

  • Text Fields: Includes text fields like name fields, single line, multi line, addresses, and many more.

  • Number Fields: Includes fields like phone numbers, date, time, and currency.

  • Option Fields: Includes option fields like radio buttons and checkboxes.

 

Drag required fields from the left panel and drop into the form builder frame. Edit each field with field properties that are displayed in the right panel.


 

 How to publish a form 

  1. Click the Publish form button located in the top-right corner

  2. Choose your preferred option to publish your form:

    • Within the organization: Only the members of your organization can access the form's link 

    •  To the external world: Anyone with the link can access the form.

  3. Click Publish

  4. In the pop-up window, click Copy to copy the link and share your form.

 

  

How to customize your form

  • Form display: Choose either to show or hide your form's header and customize your submit button label with your text.

  • Responses: You can choose to specify the customizations with each response here.

  • Form Expiry: Set expiration dates for your forms.

  • Thank You message: Customize the message to be displayed after every form submission.

 

 

 How to preview the form 

  • You can preview your form by going to the view form tab. In the same window, you can enter details and submit a form.

  • The color settings for the form is displayed to the right. The customized settings of the form can be viewed in the preview form window as well.

 

 

 

 How to manage your form 

  1. Go to Tools > Manage form

  2. You can find the details of the forms with access to view, edit, and delete from the manage form window. You can also access the link to share the Web Form.

 

All submissions are saved in the main spreadsheet. Submitted data is formatted to a table with which you can filter data. 

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