Add Zoho Form Submission as Attachment to Zoho CRM Deal using Zoho Deal ID
Hi Zoho team, I have a Zoho Form in which one of the fields will be hidden but will be defaulted with the Zoho Deal ID. Once the form is submitted, I want to reattach the submitted form (and another uploaded file field) into Zoho CRM Deals record. The crazy part is that Deal Name and Stage are the only two fields available for mapping. I have the actual Deal ID. Why can't I just use that. Can you please fix it so that I can properly attach the submission using Zoho Deal ID instead of name/stage (which
Mask Name Field in Report
Is it possible to have the Name field as "Last Name, First Name" in a scheduled report.
Zoho Form Auto Fill
I am setting up a Zoho form for my independent sales reps to request quotes. Their names are in the first field under a dropdown menu. The next field is their email address. I want the email address field to automatically be filled in when they select
Image Resolution Restriction Option in Zoho Forms File Upload
Hi Zoho Forms Team, Greetings, We would like to request a feature enhancement for Zoho Forms regarding the file upload field. Currently, Zoho Forms allows us to restrict the file size of uploaded images, but not the image resolution (in megapixels). This
Mes débuts sur Zoho Forms | 13 champs à l'export ! seulement
Bonjour, je débute sur Zoho Forms, je viens de créer un formulaire avec tests dans la foulée et je n'ai que 13 champs qui remontent sur mon export CSV alors que j'ai plus de questions et champs qui devraient remonter. J'ai actuellement une formule payante
Adding Photos Into Form (as a form creator)
As the form creator, is it possible to add images to my form? (I don’t mean adding an image upload field, but rather inserting a JPG file into the form so that users can view the image.)
Introduce an option to hide the form title
My feature request is to include an option to hide the form title. At the moment it is possible to hide the header. In some cases I do want to show a logo image in the header but not the form title. As a workaround I have tried disabling the header and
Form responses to quote process
Hello, so I am new to Zoho One. I'm fairly confident what I want to do can be done I just need guidance on how to accomplish it. I have a Zoho Form. When a customer fills out the form I want to generate a quote (that I will email to them, I do NOT want
HTML for confirmation email
Hi, After a prospect submitted the Zoho form, we want to send a confirmation mail. In this mail we want to add our email signature. However, while this is possible in Zoho CRM this doesn't seem to be an option in Zoho Forms. Also an html editor is not
Autofill Zoho form with Zoho campaign data
Hello, I send campaigns and we have set a button called "Demo" in that campaign. This button leads to a form. Since we have the data in Zoho Campaign, would it be possible that some fields of the form (first+last name, email, company) are automatically filled when our readers click on this button? If yes, how could I do that? Thanks Aurélie Leyendecker
Drawings in forms
I do a lot of drawings during my consultations and I’d like to add body maps or stencils that I can draw on in different colours and add explanations etc. I need to be able to erase mistakes etc. Ideally in a form that I can prepopulate with client details and a few questions/ client signature and then save as a form. is this currently possible? if not, is it in the pipeline? thanks, Dennis
How can I populate dropdown data with information from another source or app?
I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?
Forms - Workflow
Apologies if this has been asked before. I would like to know if there is a way to setup a form where a customer completes the fields/questions on Page 1 and then it is forwarded to an internal department employee who completes the fields/questions on
Zoho Forms - edit the settings of the Zoho CRM field to change the integration with CRM
I've created a Zoho CRM field in my form to pre-populate selected CRM details into the form, following the instructions here https://help.zoho.com/portal/en/kb/crm/integrations/zoho/zoho-forms/articles/zoho-forms-crm-integration#Step_2_-_Add_Zoho_CRM_Field_in_the_form
Track ZohoForm Conversion using Postmessage event
Hi, I’ve been using a third-party lead tracking tool to capture leads from my website along with their source. Earlier, with the HubSpot form, the third-party script was able to detect the postMessage event that iframe forms typically send back to the
Zoho Form to Zoho Form Integration
I've created an application form that asks for references. I would like the submission of the application form to trigger a form to the reference using the email id and name entered in the first form. In the reference form that is triggered I need to
Skip Pages - Zoho form
Hi Team, I need help with skipping pages based on the below logic in Zoho form: If field number of borrowers is 1 and field number of dependants is 0 then do not show page borrower 2 and 3 If field number of borrowers is 2 and field number of dependants
How to print blank form and also how to use form offline
I have created a form in PC and want to use the form in the field to gather information. Can I use the form offline in PC - in case I have no internet access? As a fail safe, I'd like to print the blank form ut just in case the PC form doesnt work for
Zoho Forms API
Is there any way to get all form entry list using API? Looking forward to hear from you
US military addresses
When we have a client with a US military address having them fill in a form is a problem Zoho forms doesnt acommodate them correctly. It doesn't make sense for me to have to create a secondary data model for military addresses. I have placed some links
Pre-fill Email field on Zoho Forms
Hello there, How do we automatically pre-fill the email address field of a Zoho Form from the data that is in CRM? Thanks, Joel
Zoho Writer and Zoho Forms - Merge on update of a form
Once Zoho Form is submitted it requires a check by the adviser / sales person and adding additional infomation to it before it gets send to the customer for the signature. Unfortuantely there is no option to Merge on update, only on submission of the
Zoho Forms Layout Limitations Impacting Conversion
Hi everyone, I’m encountering some challenges with Zoho Forms' design and layout limitations, and I believe this is impacting the conversion rate of our website. Our goal is to capture as much information as possible from leads, but for UI/UX reasons,
How to add two columns in Zoho forms
I would like to have two columns in Zoho forms. How can i enable two columns?
Disable Refresh, or hold info after refresh.
Is there a way to hold the info entered in a form if the page refreshes, or to disable refresh of the form.
How to create a form using both contact and account fields?
I am sending a prefilled form from CRM with fields mapped, to update records in CRM. If I link the CRM field to the Contacts module, the Account Name field doesn't come up as an option in CRM. If I added it under Related Fields, my understanding it would
Allow Zoho form to send to one of our ogranizations groups
All emails from the form submission are being held for moderation. I have permissions set to organization members, and I think I have the forms setup in our DMARC
Remove the dot menu and + sign on sub form
If I don't want the user to be able to add more entries on a subform, am I able to remove the dot menu and the + sign?
Add Hebrew Support for Calendar Language in Zoho Forms
Dear Zoho Forms Team, Greetings! We are using Zoho Forms extensively and appreciate its versatility and ease of use. However, we’ve noticed that the Calendar Language settings currently do not include Hebrew as an option. We would like to request the
US military addresses
When we have a client with a US military address having them fill in a form is a problem Zoho forms doesnt acommodate them correctly. It doesn't make sense for me to have to create a secondary data model for military addresses. I have placed some links
how do i add a hyperlink to a ticket submitted to zoho desk via zoho forms integration?
hi there! my team uses zoho forms to collect information needed to complete a ticket. we use the zoho forms integration with zoho desk. two of the fields capture urls that the submitting teams fill out in the public facing form. when the ticket reaches
Popup or Highlight on the Form based on a comparison
I have a field for Engine Odometer, and a field for next oil change in KM. Is it possible to generate a popup, or highlight the form, if the Engine Odometer number is larger than the next oil change in KM number?
Including Field in email body based on answer
I am making a form as a checklist of our mechanics. I have it setup with choice matrix. The choices are "Bad" and "Good". I would like to have only the "Bad" show up in the email body. I am not against changing how it is setup, thank you.
Make other sub fields mandatory, if first subfield is not empty
I am not finding an option in the rules to make other sub fields mandatory if the first sub field is not empty. I am using the name field to collect parts info, with sub fields of Part Name, Part Number, and Quantity. But I don't want these mandatory
Duplicating Forms doesn't duplicate Forms attachment path to workdrive
Hi, I have this user, who uses one forms and duplicates it when needed and update the content. For him, it's important to have the submission forms saved in a specific folder inside Workdrive (as this PDF is transmitted later to another team). However,
How do you pre-fill Form fields using URL parameters, for embedded forms?
Is this possible? This is something that can be done on most major Form platforms (JotForm, TypeForm etc). Currently if pre-filled fields are a necessity for your business, you cannot use embedded forms.
Date & Time Field | Minimum 24 hour notice.
I'm trying to use Zoho Forms to build a booking request form. I have the date and time field selected as the field users can select their booking time for. My issue is I need a minimum of 24 hour notice for each appointment. I have it sent to only future
Zoho Forms to Zoho Projects
Can Zoho Forms be used to collect task details and automatically create a new task under a specific project in Zoho Projects upon submission?
Singup Form Embed code won't load
I created a new signup form, and can't seem to get the code to load in to make it usable. It is constantly stuck with the loading image. The only code I can access is the iFrame code.
how to prevent double entry
How to set up a form so that someone cannot fill it out twice or more Thanks a lot
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