Say hello to forms in Cliq

Say hello to forms in Cliq

The next time you're thinking of building a platform component on Cliq, that requires quite a few inputs from the user— create a form . It is the easiest way to collect inputs from the user in one go and perform an action.

Design a form with input field based on your requirement. Adding a message in chat as a task and assigning it to a user—you can manage all this with just a couple of clicks in your chat window. Forms can be programmed to show to the user when they
  • Execute a command
  • Interact with a bot
  • Click a button
  • Perform a message action
We've categorized form input fields broadly into the following

Using the text input field

The text input field is the most basic and simplest form of receiving an input from the user. You can choose to specify the input format for single-line input fields. With format in place, you can collect details such as
  1. Email
  2. Phone Number
  3. URL
  4. Password

Define your drop-down list

Say you're about to add a message in Cliq to a list on your Trello board, you can just click on the message action, choose you board and list from the drop-down menu. Drop-downs are essential when you want to list a variety of options to the user. You can also configure your drop-down to have only one or multiple selections.

Creating drop-down menus with Cliq's native select

Native drop-downs are tightly integrated to populate the list of users, conversations, channels and teams from the user's Cliq account.

Use the /gdrive command to share files from GDrive to a Cliq user

Let's take an example of the /gdrive command in the Google Drive extension . You can pull up the list of files in your google drive account and share it with a user. Now, once you choose the file of your choice, if you want to share this with a user, you can define a drop-down field to pull up contacts! Simply submitting the form will share the file with the user.

Share file from Google Drive to a user in Cliq

Configuring multi-stage workflows on submission

A form on submit can invoke a form function which can either complete the action with the form inputs or invoke the next form to collect a whole new set of inputs. With form functions returning a form response, a complete conditional workflow can be programmed in the Cliq platform.


Error handling on form input

Based on the data filled by the user, the error message can be displayed in the form contextually near the input field with a clear reason for failure.

Interested to build a form? Our developer documentation on forms explains how you can create your form and work with the inputs on execution. Try this out and let us know what you think in the comments below!

Best,
Manasa
Zoho Cliq

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