New Enhancements in Wizards

New Enhancements in Wizards

Dear All,

Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM:
  • Enhancements for conditional rules in Wizards
  • Button Customization in Wizards 
Enhancements for conditional rule:
We have always provided the options for setting up conditional rules while creating a wizard such that if the specified condition is met, you could choose to show only specific fields in the wizard, set mandatory fields, and choose from the list of subforms to show.

We are here with a few enhanced options for these conditional rules. You can now do the following along with the existing features.

  • Choose when to apply the conditional rule:
    You can now select whether the conditional rules will be applied only when the wizard is created, or edited, or either of them.
    For example, in the visa application form, based on the purpose of the visit, the visa type will be filled. When the record is edited it should again execute the condition and fill in the type of visa to avoid any errors while editing the form.

  • Set value to fields:
    You can now set value for specific fields based on other field values.. For example, in a student detail form, when a student selects a subject, the professor and timings must be assigned to them automatically which can't be manually changed by the user.

  • Lock specific fields:
    You can lock specific fields based on your requirements, if the specific conditions are met. In the case of fields like a permanent account number that should not be modified every time you are editing a wizard, it can simply be locked.

    Upon locking fields, you will have the option to allow edits to specific profiles. You can simply select the profiles that should have permission to edit even the locked fields if necessary.

  • Show Text Components and Show Widget: You will now have the option to choose from the available text components and widgets for the particular module in the wizard. You can also set title for the text component.

Button Customization:
Thus far in wizards, we provided options to customize the button used with respect to its visibility, style, and action. For button style, along with choosing the shape of the button, you could choose from the standard options for the color of the button. However, it limited you from following the theme or color combination you might be following for your brand at other places like websites.
 
With the latest enhancements for button customization, as admins you can now customize the colors beyond the standard color options.
You can use the multi-picker to choose advanced colors to suit your brand requirements.
Choose from the most frequently used colors.
 
The standard colors in wizard will remain the same. Any color that is not part of the custom color but is associated with button on any of the screens in the wizard will be shown in recently used color.


Thats all about the enhancements. Read more on creating conditional rules for wizards here.

Thanks!

P.S. These enhancements are available for all users in all DCs.

      • Recent Topics

      • [Webinar] A recap of Zoho Writer in 2025

        Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred

      • Picklist field shows "none" as default

        Hello, Is there an option to avoid showing "none" as the default value in a picklist field? I also don't want to see any option displayed. My expectation is to have a blank bar, and then when I display the drop-down list, I can choose whichever I wa

      • Stage-probability mapping feature in custom module

        Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?

      • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

        Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

      • Field Description is very small

        Hello, The field Description in the activity is very small. Why don't try open a new window, or a bigger popup, or increase the width of the "popup". Example:

      • StatusIQ

        Please add StatusIQ to data sources. We using site24x7 and StatusIQ together and site24x7 integration is already there. Thanks and regards, Torsten

      • In Zoho People, the Operations buttons are frequently not visible or do not appear consistently.

        In Zoho People, the Operations buttons are frequently not visible or do not appear consistently. We request you to please investigate and address this issue, as it is affecting daily HR operations and user access.

      • Marketing Tip #14: Increase cart value with product bundles

        Bundling products is a great way to increase average order value while giving customers more convenience. Think “camera + tripod + memory card” or “soap + lotion + bath salts.” Bundles make shopping easier and feel like a better deal. It’s a win-win for

      • Problem with Workdrive folders

        I'm having a problem a problem accessing files in a Zoho work drive folder when using the Zoho writer app. The problem folder appears grayed out in the Zoho work drive window in both the online and writer application. However I can open the folder in

      • Sortie de Zoho TABLE ??

        Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??

      • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site

      • Auto tracking URL generation based on Carrier

        Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,

      • Helper Functions and DRY principle

        Hello everyone, I believe Deluge should be able to use 'Helper functions' inside the main function. I know I can create different standalones, but this is not helpful and confusing. I don't want 10000 different standalones, and I dont want to have to

      • Holidays - Cannot Enter Two Holidays on Same Day

        I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time

      • Pre-orders at Zoho Commerce

        We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery will

      • Customer ticket creation via Microsoft Teams

        Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

      • Zoho Books' 2025 Wrapped

        Before we turn the page to a new year, it’s time to revisit the updates that made financial management simpler and more intuitive. This annual roundup brings together the most impactful features and enhancements we delivered in 2025, offering a clear

      • Add specific field value to URL

        Hi Everyone. I have the following code which is set to run from a subform when the user selects a value from a lookup field "Plant_Key" the URL opens a report but i want the report to be filtered on the matching field/value. so in the report there is

      • Can multiple agents be assigned to one ticket on purpose?

        Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently

      • Zoho removed ability to see all Scheduled Reports!

        If you are not the owner of a scheduled report, Zoho recently removed the capability to see each scheduled report. As an admin who relies on seeing all scheduled reports being sent, this is a terrible update. Now I cannot see ANY scheduled reports...even the ones I am being sent!!  This should be a setting for admins to control.  This is a bad update.

      • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

        Hi Team, when I,m trying to create a email account (imagixmidia.com.br) it's showing this error >>  This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details plz help me  thanks

      • Edit default "We are here to help you" text in chat SalesIQ widget

        Does anyone know how this text can be edited? I can't find it anywhere in settings. Thanks!

      • Feature Request: Sync Leave Tracker to Zoho Mail / Calendar or provide option to download information

        Zoho Leave Tracker offers the option to sync the leave Calendar to Microsoft 365 and Google Calendar. Adding an option to sync to Zoho-Mail Calendar would avoid duplication and add significant value for users. An alternative would be to allow users to

      • Compensation | Salary Packages - Hourly Wage Needed

        The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

      • Multiple currencies - doesn’t seem to work for site visitors / customers

        I am trying to understand how the multiple currency feature works from the perspective of the website visitor who is shopping on my Zoho Commerce site. My site’s base currency is US Dollars (USD) but my store is for customers in Costa Rica and I would

      • Archiving Contacts

        How do I archive a list of contacts, or individual contacts?

      • How do people handle using Outlook and Zoho Project calendar at the same time?

        We have an ongoing problem in our organisation where we use Zoho Projects to plan all of our projects tasks and that also allows us to look forward using the workload report to see which of our consultants are overstretched etc and which are available.

      • 10GB Email Storage Limits in Zoho CRM

        We’ve had Zoho One for almost 5 years and have always synced our emails from Gmail via IMAP… As of late, we’ve run into issues with our emails not syncing, due to being over the 10GB storage cap… What’s very odd is that we haven’t changed a thing? I know

      • Performance is degrading

        We have used Mail and Cliq for about three years now. I used to use both on the browser. Both have, over the past 6 months, had a severe degradation in performance. I switched to desktop email, which appeared to improve things somewhat, although initial

      • How to set page defaults in zoho writer?

        hi, everytime i open the zoho writer i have to change the default page settings to - A4 from letter, margins to narrow and header and footer to 0. I cannot set this as default as that option is grayed out! so I am unable to click it. I saved the document

      • Add Israel & Jewish Holidays to Zoho People Holidays Gallery

        Greetings, We hope you are doing well. We are writing to request an enhancement to the Holidays Gallery in Zoho People. Currently, there are several holidays available, but none for Israel and none for Jewish holidays (which are not necessarily the same

      • Unable to Send Different Email Templates for Different Documents in Zoho Sign

        Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

      • Enable History Tracking for Picklist Values Not Available

        When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?

      • ZO25: The refreshed, more unified, and intelligent OS for business

        Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’ve

      • Vault crashes on Android Devices

        Vault is continuously closing after entering the master password on my Android device. After several attempts I get a system message that says there is a bug in the app. I've uninstalled and reinstalled the app, and cleared the app cache, but nothing

      • ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes?

        ¿Cómo puedo configurar las contraseñas creadas bajo una directiva para que nunca caduquen y no aparezcan como caducadas en los informes? La razón por la cual contraseña estas no deben caducar es porque su actualización depende de mi cliente y no de mí.

      • Camera access

        My picture doesn't appear in a group discussion. (The audio is fine.) The guide says "Click the lock icon on address bar," but I can't find it. Advise, please

      • Are static links available

        I'm still using Zoho Meeting in trial mode. My previous webinar software provided a static link, and I made the mistaken assumption that I could send out my link and start a meeting later. Mass confusion, but my fault. With a paid version do you get a

      • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

        Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

      • The reason I switched away from Zoho Notebook

        My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital

      • Next Page