Global Choice List share ownership
I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff
Zoho Forms - Setup
Hi, Is it possible to share the ownership or let more than one person see the settings in a Zoho Form? Currently we use Zoho forms but everytime there is an issue we have to transfer the ownership between Admin people so they can investigate.
Subform Layout
Hello.. I have a situation in Zoho forms where I am collecting data of family members and their health conditions. So, I think a sub form is the right choice where a person can add family members count of which can vary person to person. Now, I have almost
Zoho Forms to CRM Lookup Field
Hi There, We have a public link for our stores to complete a daily safety audit, we used to be able to link Zoho Forms into CRM and connected related modules however don't seem to be able to get it to work. Zoho Forms has a drop down of the store listings - as this is a public form the CRM function doesn't work When the form is completed I want to integrate into a custom module (Safety Audit) with one of the fields a lookup field (Store) that links to another custom module (Store Listing) Is there
Hide Form Pages
We are working to convert our forms from Jotform to Zoho forms as we are able to save and continue with Zoho forms. One aspect I am unable to replicate is the ability to hide an entire page in a form based on the answers at the beginning of the form. We have 13 pages in this form and based on those yes/no questions we could cut the length of the form down considerably. It seems the only thing I can do is skip to a different page rather than completely hide a page. Is there a way to hide a page instead
Connect Forms to CRM
How do I connect information and files submitted through forms with a customer profile?
how to add a text filed when the choice selected as" no"?
Hi There: when I am editing under Matrix choice-->check box, I would like to create a free text field after the user select "no" to give more specification. is that possible? and how?
Set a default date
I would like to set a default date to yesterday or one day prior to the form being opened. It appears from reading online that I should be able to use a workflow to do this via the form load event and a basic script but I cannot see any way to create
How to Create a Single Choice Question in ZohoForms?
I am trying to create a simple multiple-choice question in Zoho Forms where users can select only one option (a single choice). In the current version I’m using, I see the option to add a Multiple Choice field, but when I preview the form, the question
Grouping of Multiple field types
I looking group different field types as shown in the image. How do I do this in zoho forms?
Save and Resume Email
Hi, I've set up a simple form to test the Save and Resume functionality. I have checked the "allow respondents to receive saved form's link by email". I have pointed the recipient email address to an email field in the form. When I press the Save button,
activacion de usuario
No puedo activar usuarios que se encontraban activados y se desactivaros solos
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One form, two modules
I want to create a form for Zoho CRM that will retrieve information from two modules - Contact and Deals. Is this possible? If so, how can I accomplish this? Thanks
Add the possibility to reorder rules
Right now rules are automatically ordered as they are added and they cannot be reordered. An example scenario where I find this is often needed is when working on more complex forms that have many fields and rules. As the form gets created and even after
Forms to CRM Integration for Multiple Modules
Hello, I have a form that collects data related to the user and their company. I've setup the Zoho CRM integration using the Accounts module to create a new account upon the form's submission. However, I also need to create a Zoho CRM Contact that would
Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill out
Zoho Forms only shows Lead Standard Layout
Hi, I have this issue where Zoho Forms integration with Zoho CRM is only showing the Standard Lead Layout. But in my CRM I've created an alternative layout. I really need that leads enters into the CRM with the alternative layout, because I set up a specific
Pulling CRM Module Data into Zoho Form Text Fields
Hello, I’m wondering if it’s possible to pull data from a CRM module directly into the static text of a Zoho form. Specifically, I’m creating a lead form for a sales rep and would like to pre-populate the sales rep’s name on the form automatically. I
Zoho Forms and subforms
Hi I have made a Zoho form that integrates with my Zoho CRM by adding a record and the corresponding PDF I've created......part way through this form thuogh there is a question that requires me to fill out a different form if the appliance fails "So for
problema al cargar
hola consultame aparece el siguiente mensaje al cargar un formulario terminado no se puede cargar el archivo adjunto. pongase en contacto con el administrador del formulario. ¿A qué se refiere? ¿Cómo lo puedo solucionar?
Adding Zoho form responses to google sheets and Zoho CRM
Is there a way to have a Zoho Form response to add to a google sheet and add to the Zoho CRM at the the same time? It seems the only thing I can find is you can only integrate Zoho Forms with one or the other? Am I correct on this? Thank you for any
Is there a way to Prefill A Subform in Zoho Forms?
By The Grace Of G-d. Hi, Is there any way to prefill a subform? Using URL Parameters or something else?
Zoho Forms showing fraud warning in Opera Browser
Hi, I am facing this issue from quite a long time that my zoho forms embed on my website is showing fraud warning in opera browser...it is showing in all other users who are accessing through opera browser.
Automatic Participant List Numbering on Thankyou Page
Hi everyone, I created a form from Zoho Form, but I want the action after submitting the form to show the number of participants. If in GForm you can use AppScript. If in ZohoForm, how to do it? Please help
Zoho Form webhook integration sending attachments like photos - Issue
Trying to use Zoho form webhook integration to send image attachment uploaded in form submission to webhook endpoint using multipart/form-data to Zoho Inventory Incoming webhook. But it seems I get this error If I do a manual Postman request to my Zoho
can we protect the data entered into the initial value so it can't be changed in zoho forms?
I have an Agreement set up in Data Forms and have put the terms and conditions into the Initial Value field, I am wondering if I can protect this field so it cannot be changed when using the form. So some fields require entry others are providing information
How to Prefill Data in an Additional Form Submission from the First Form Submission
We need to prefill data in the second form submission based on the previously submitted form (when using the "Add Another Response" option). We have a form which allows customers to send us files via upload. It requires them to provide name, company name,
Major iOS issues when accessing forms via the browser
Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidential
Bulk Delete Attachments
Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.
Different OneDrive accounts for forms
Hello, We have specified in the settings for a form that the form attachments should be saved on OneDrive. Now we would like to use a different OneDrive account for another form. Unfortunately, we cannot find an option to change the account for this.
Dynamic prefilling - webhook - with information from ZOHO CRM
hi Recently posted about a very exciting update 'Dynamic Prefill - Webhook' This is really great, you've been waiting for this for a long time my question, I want to send the webhook to our CRM system and return information from there What address should
Sharing Form Ownership Among Multiple Users
I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses.
Passing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when
New Theme - Check Boxes and Matrix font size and spacing
Hi There I'm really struggling with to get check boxes and matrix font size and spacing to match my forms in the New Theme Builder, for some reason I can't seem to get to find the correct place set this. See attached pics, what am I doing wrong? it's
can not access the form
hello, I can't access the web form that I made. I was able to access it yesterday, and it just happened today. it looks like all the accesses to "https://forms.zohopublic.com" are denied because of the security reasons... I tried firefox, google chrome, and internet explore, but all of these browser had the same result. I am wodering how I can fix it, and am also wondering that if it is because of the security program in my computer or the security level of my browsers, the same problem may be happening
Zoho Form Advance Approval
Not Able to Approve zoho form via App in case of Advanced Approval ?? it is asking to approve via Web browser ??
Direct Download Links for Image Uploads in Zoho Forms Integrated with Google Sheets
I’ve integrated a Zoho Form with Google Sheets so that any new record is automatically added to the spreadsheet. The form includes an image upload field, and currently, the uploaded image is saved in my Google Drive, with a link to the image appearing
Prefill question with CRM information
Hello, I have a Zoho Form in which one of the questions is a subform that must be filled with information in our CRM. This info is inside a multi text field. Is it possible to prefill this data maybe identifying the record with the incoming url parameters?
Adding Multiple Subforms to a Single Form
I'm writing to ask what the terms were on including multiple subforms in a single form? It is unclear which subscriptions include the ability to add multiple subforms (between Basic, Standard, Professional, and Premium). Anyone have a clear answer on
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