More Date Format Support Options
Hi, In the Forms Settings you can set for example DD-MMMM-YYYY but not DD MMMM YYYY, I would like to have "Custom" like WRITER to set it ourselves? Thanks Dan
Assign value to decision box
Greetings i want to assign a numeric value for my decision box, just like we do for options in checkboxes and radio groups..how can this be possible? Thanks
Zoho Forms Attachments Missing
Hello Community, I created a Form to be sent as a link to my Contacts on a template email so they can fill the form and attach files that must be saved on their Contacts Profile on Zoho CRM. The problem is, in every submitted form, some attachments are
Save and Resume - email address
Hi, I have selected the option in Settings to allow respondents to receive the saved form's link via email. However this isn't being generated. Can you please explain what I've done wrong? Thanks,
Tips for creating forms that convert this Halloween
From dressing up in creepy costumes to attending Halloween events, manage all your Halloween plans with online forms. Set the spooky mood and kick off the haunted holiday with some fresh out-of-the-box ideas for your online forms. With just a few changes
[Solved] How to trigger CRM integration after a failed Form ?
HI, A customer filled out our Forms. One of the field is a textarea. We set Toho CRM integration, Forms data are pushed as new Deal. However, we found out that the customer wrote quite extensively, wrote about 5000 characters text, and in CRM the target
Auto add Subform rows in Zoho Form with custom function
I had created a Zoho Form with Subform to allow user to add in the attendance name list via email link. I wish to use custom function to auto add row in subform, so that they can fill up accordingly. Example : When there are 5 person will be attend
Tip #6: Add images, files and, signatures captured in forms to Zoho CRM
How to add images, files and signatures captured using forms to Zoho CRM? Attachments in Zoho CRM can help give a deeper perspective into a particular record. When form entries are pushed into CRM, you can automatically send the attachments captured in the forms along with them. How it works You can do this whether you are using the form entries to create new records in CRM or update existing records. The files captured with form fields will be added to the Zoho CRM record as attachments. You can
Are plans to Integrate Quote and SalesOrder Module from Zoho CRM ??
I'm not sure why you wouldn't have these integrations in Zoho Forms. You have them on Zoho Survey, but not Forms.
Customizing PDFs in Zoho Forms
Is there any other way to control the formatting of your PDF in Zoho Forms other than the meager options in "PDF Settings"? I would really like to be able to better control the placement of fields, colors, branding, etc. My goal is to be able to design
[Workaround] Uploading large files to workdrive in subfolders
Hello, I'm building a Form which requires to upload 2 files. A video (less than 500MB) and a related PDF, and the name of the company. I like to save these file in Workdrive under a folder named after the name of the company Basically in Workdrive TEAMS
Form Attachments upload
I have been using Zoho Form and have been uploading photo data to Dropbox, but Dropbox has recently been updated and I can no longer open photo data from the form. I am trying to change the location of attachments in Zoho Form again, but I can't get it
Unique ID Display right on the form, ( Client View )
when I add Unique ID, it says, "This field will not be shown on the form". How can I make it show on the form. Thanks, Maroof
How can a colleague edit my form?
I am super admin and cannot edit my colleague's form, and My admin colleague cannot edit the form created by me... It seems only the creator of a form can edit it. All sharing options are for sharing the "run-time" form, not the editing process. This would mean no team work...
How to add prefilled value to CRM lookup field?
Hi! I have an issue; I can't prefill a lookup field in Forms. First issue is that I can't add a alias to the field. I tried without the alias, but couldn't get it to work. The field is locked for public entry - but I should still be able to fill in the
Streamline your organization's service requests with Zoho Forms: ServiceDesk Plus Cloud integration
Hello fellow form builders, Tending to service requests within your organization as quickly as possible is key to smoothly maintaining business functions. If your organization uses ServiceDesk Plus Cloud, integrating Zoho Forms makes collecting service
Auto-Save at Pagination
Is there a way to set a Zoho Form up to auto-save entries whenever the Next button is pushed to go to the next page of a form? The use case here is a lead capture form. I have leads entering information, and I have the form set up to collect the most
Inability to download all data in separate pdf forms
How can I download the entries in pdf format so that each entry is in a separate file without having to select each entry individually?
Automatically assign lead to task owner
Hello, I have a Form on Zoho Forms which is integrated with the Lead Module on Zoho CRM. I'd like to automatically assign the lead to the Task Owner. How can I do that? Thank you
Include Uploaded files from submitted forms in Notification Email
Hello, I hope you all can help. We have a form that includes the option to upload a file, I would like any files submitted to be included with the email notification. I have tried adding the appropriate field label to the notification email but this only
Moving form entries to another form
Hello, is there a way to move the form entries of a form in the form entries of another form? By mistake, one of the sales rep used the wrong form and I'd like to move the entries to the main form. Thank you Antonio
Limits to Zoho CRM fields
I am trying to upsert fields from Zoho forms to the CRM. I have included the Zoho CRM field in the Advanced fields and mapped those to the CRM (using the email. first and last name) and then mapped the fields in the form to the CRM custom fields. When
How to set conditions for restricting form update
Hi, We would like to restrict user access to updating a Zoho Form based on certain field criteria set in the CRM integration when data prepopulates. How can we do this? Thanks, Jason
Zohoforms ${zf:ADDED_EMAILID} for zapier.
Hi, If a user is using ZohoForms iOS app to submitted the form, I understand that we pull out the user email by using ${zf:ADDED_EMAILID}. However, if we are using Zapier to integrate, how can we pull out this information? It would be good that you could add first name and last name to the users. And create the ability to autofill the first name, last name and email ID when the user is using the ZohoForms App.
Track your form events in Google Analytics using Google Tag Manager
Hello fellow form builders, Tracking your web forms is a crucial task that helps you determine how well your customers are responding to your business strategies. With tracking, you can analyze user behavior to identify the fields or pages where users
Date and Time Selection
I would like the users to select the date and time +2 hours from the current input. Giving us a turnaround time of 2 + hours from the request initiated.
Settings are not getting duplicated with forms
Hello there, I've just built a form with a lot of fields and painstakingly created accurate translations for each of them. I will need to send a new form with the same questions every month. When I tried to duplicate the form, it only brought over everything,
Putting a count on a field in Forms
Hi, I'm trying to put a count on a Form so that when that choice has been selected a certain number of times it is no longer available. For example, let's say I have a volunteer day sign up form but there are specific roles people choose and only need
Integration List / Fill Calls in CRM with form
Hi all I have a form where our staff pre-qualifies incoming calls. Now I want to populate an associated list in the CRM Contacts module. This works very well with the note-list/module But if I want to fill the calls-list/module instead, it does not work.
Uploading an existing form to Zoho forms.
I would like to know if it is possible to upload an existing form, created in microsoft words format to zoho forms.
Is it possible to receive form and attachments merged in one email?
Currently we're switching to Zoho Forms. We need the receiver to receive the form with the attachment in the same email. Is this something that can be done through Zoho?
Sharing Form Via Email - Form Isn't Showing on Dropdown List
Hi, I built a form called Database Update Form and used the Zoho CRM field to prefill the form with the data in the CRM. The fields in the form are integrated into CRM Account and Contact modules. To have the prefill answers showing up, I understand that
Skip mandatory subform field when editing Zoho Form
Hi, We have a mandatory subform field in a Zoho Forms that users must complete when submitting the form. When they update the form, the subform fields do not prepopulate as the main fields do, so they are forced to re-enter the subform field information
Google/Outlook Calendar Integration
Hello Form Makers, Scheduling events, managing the guest list, and importing and exporting relevant data can make the event-planning process chaotic if you don't have a proper system in place. That is exactly why we have created a new integration between
Multiple Users See Form Responses
How do we allow Multiple Users to see Form Responses?
Publish to Org
I have a template that Iwant to share with other form creators. I go to the template - click Publish to Org. The template now has an unpublish icon but the template doesn't appear in the Organization Tab of templates? What's up?
Referrer
Hello While I am looking at the entries of a form I see an additional field: Referrer Name What is it exactly? Why does it appear there though it is not designed there on the form? This is the form that I am talking about where I see it https://forms.zoho.com/sridhar/report/WeeklyInspectionofProcessingFacilities_Report/records/web I have attached the screenshot of this entry Thanks & Regards Sridhar
Duplicating a Shared Form
A team mate has created and shared a number of Forms, and I am able to edit and share these Forms, but I am unable to Duplicate. The "Duplicate" button does not appear on the form. Is there a permission setting that we can change to enable shared Forms
Change record in other module than Contacts
I have a form that after filling in will be attached via pdf to a dossier in Zoho CRM. But I can only choice to edit records in the Contacts module but I need it for the Potentials module. How can I change that?
How to transfer the media attachments from zoho forms to zoho desk during data integration
The Zoho Forms have some entries including the media i.e. images and videos. I want to transfer the data including the media from the zoho forms to zoho desk. The only text data is getting migrated from the forms to desk tickets modules. Is there any
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