2024: A Year of Transformation with Zoho Forms

2024: A Year of Transformation with Zoho Forms

Year advanced

As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were all about giving you more control, creativity, and convenience with your forms. Let’s take a journey through the year, exploring the major milestones and thoughtful enhancements that we've introduced to Zoho Forms.

Redefining form design

Redefining form design

This year, we put a strong focus on form customization. We unveiled the New Theme Builder to elevate how you design forms. With an intuitive interface and a plethora of customization options, you can create forms that truly embody your brand's unique identity.

We also extended these enhancements to specific fields by giving Choice Fields a makeover that allows for more personalized styles and colours. Whether you want vibrant highlights or subtle aesthetics, these updates empower you to fine-tune every detail.

And, let's not forget adding video in Card Forms—a game-changer for delivering engaging messages right from your form's welcome page. Whether instructional or promotional, your forms can now speak volumes.

Data Handling

Enabling efficient data handling

Working toward a more seamless data flow was the highlight of 2024. The ability to Prefill Subforms from Zoho CRM simplifies data entry and ensures accuracy. Building on this, Dynamic Prefill via Webhooks, allows form fields to be automatically prefilled with data from external sources. Together, these updates make your processes faster and smarter.

We've also launched Advanced Approvals, streamlining workflows with multi-level approval processes, and the Kanban View of Reports, which categorizes entries based on choice fields, offering an intuitive method to analyze trends and patterns. Together, these updates create a more dynamic, efficient data management experience.

Refining form security and access

Refining form security and access

We have also refined form access with geographic data. Geolocation Enhancements brought the ability to restrict submissions based on specific regions, improving both security and relevance. Coupled with updates in OTP Verification, these features cemented Zoho Forms as a secure, versatile tool for complex workflows.

Elevating communication and engagement

Elevating communication and engagement

Communication became more impactful with the release of the Advanced Email Editor, which lets you design visually appealing email templates aligned with your brand to ensure every notification leaves a lasting impression.

Meanwhile, Email Audit offers insights into the performance of your email notifications. By tracking delivery statuses and troubleshooting issues, you can optimize every email interaction with your users.

Enhancing Accessibility

Enhancing accessibility for a global audience

Our commitment to accessibility shone through with WCAG 2.2-AA Compliance, which helps ensure your forms reach and resonate with diverse audiences, including those with disabilities. Additionally, the option to choose a Preferred Form Language improved form accessibility and experience for users across the globe.

Smarter forms with diverse fields

Smarter forms with diverse fields

Throughout the year, we introduced features that made Zoho Forms smarter and more interactive. The Embed Field allows you to integrate audio/video content directly into your form to create an interactive experience for your respondents. The addition of the Month-Year Field, simplified date inputs by allowing users to select just the month and year with ease.

Enhanced form control

Enhanced form control

We have given you more control over form submissions with Multiple Rules to Deny Submission, which allows you to deny a form submission based on set conditions. In addition, Choice-Based Field Rule, dynamically provide the ability to display or hide options in choice fields based on previous responses, making the form more responsive and personalized.

Tell us, What’s your favourite Zoho Forms feature this year?

New Theme Builder
New Theme Builder
Advanced Appoval
Advanced Approval
Email Audit
Email Audit
Advanced Email Editor
Advanced Email Editor
Kanban View of Reports
Kanban View of Reports
Looking Ahead

Looking ahead

2024 was a year of growth and innovation, driven by your feedback and needs. From enhancing form aesthetics to automating workflows and expanding integrations, we’ve worked towards making Zoho Forms your go-to data collection solution. As we step into 2025, we remain committed to bringing more powerful, user-friendly features to you.

Thank you for being a part of our journey. Here’s to another year of success, Together!

Cheers,

Sruthi

    • Recent Topics

    • How to download Renamed File that already updated to Zoho Creator.

      Hi members, I construct a button with report workflow. link = "https://creatorexport.zoho.com" + zoho.appuri + "report_link_name/File_upload/image-download/" + input.File_upload; openUrl(link,"new window"); This script able to download the file. But I

    • [ Free Webinar] Transform your hiring process with Zoho Recruit's AI tools

      We are conducting a free webinar (on 26th November, 05:00 AM IST - 06:00 AM IST) designed to help you make the most of Zoho Recruit’s AI capabilities and give you a sneak peek into our future roadmap. Why Attend? In this session, you will: Discover how

    • New Agent Creation - Not Receiving Activation Email

      I created multiple new agents within Zoho Desk with no issue. Everyone one of them received the activation email except one. The email is correct and confirmed multiple times. It is not located in the Spam folder. I withdrew the activation and recreated

    • It's time to say goodbye to Zoho Recruit for me.

      Hello, I have been a Zoho Recruit user since 2013. The tool has evolved, with a better UI, new features and so on. The pricing is still a great asset too. BUT, that being said, important features are not coming fast enough. I tried to share my point of

    • Merge Join PDFs Zoho Creator

      Hi all, I have a field where users upload PDF, is it possible to join those pdfs into one with a function or something? Regards.

    • Zoho invoice doesn't support Arabic language

      I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.

    • View Reference Values in pick list field not showing

      Dears, I want to create a custom field, type "Pick List", to define the language of a Lead. I want a pick list with some options value ("en", "fr", "de", etc.) and I want to display this options with a reference ("English" for "en", "Français" for "fr",

    • Introducing Assessment-based Filters in Zoho Recruit

      We're thrilled to announce a handy new feature: Filtering Candidates by Assessment Answers. This tool allows you to refine your candidate search based on their performance in screening tests or assessments. It's a great way to find candidates who meet

    • Reports - Billable Hours

      Hello, I have been playing around with some of the reports features but haven't yet been able to generate a report outlining Tickets which have been closed, that have billable time entries - defined against customer accounts - I can run a report showing

    • 📣📣 Zoho Bookings - Feature Roadmap 2024

      Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in

    • Templates when adding a ticket

      Hello, When adding a ticket and crafting a description is it possible to have the templates available? I would like to do it all at once vs creating the ticket then navigating to the ticket to send the initial contact. Thank you,

    • Couldn't connect to host, port: wordpress2224249.home.pl, 143; timeout 10000

      Hey, i get a error up "Couldn't connect to host, port: wordpress2224249.home.pl, 143; timeout 10000" But i tried same passwords and info. to make imap on hotmail. and it works flawlessly. Has to be something with zoho....

    • How to stop workflow running twice on a record

      Hi I have a workflow as below Trigger: Lead record is created/edited - Repeat this workflow whenever a lead is edited is NOT TICKED Condition: When Lead Stage is MQL Action: Reassign Lead, Create Task If the Lead goes into stage MQL, and then it changes

    • Using lookup field in Formula field

      I created the following formula field to get string output based on Lookup field values Lead and Account: if(${Communications.Lead}!='','Lead',if(${Communications.Account}!='','Account','Other')) The syntax seems correct, but I'm still getting an error.

    • Customize the ticket ID for enhanced ticket tracking

      Hello everyone, Ticket IDs in Zoho Desk are the unique reference numbers that are assigned to tickets when they're created. Agents generally use the ticket ID to locate a particular ticket and to reference a ticket in conversations and feeds. When customers

    • Set a global default filter to All Candidates view

      Hi, Is it possible to set a global filter to the All Candidates view? As a use case would be for off-limit candidates. These are those who are off limits due to previous bad client feedback on performance/behaviour. Ideal use case would be to set these

    • Can't join canal Developers Zoho User

      Hello, I received an invitation to join this channel, but I get an error when I try to join it, and I get the same error when I go to the Zoho Cliq interface > Search for a channel. Is this because I don't have a license linked to this email address?

    • Searching for content within courses

      Hello, I have been testing out Zoho One for my company have been exploring Learn. I've noticed that you cannot search for content within a course. You can only locate the title of the course. Example: Course: How to Make Your Bed Chapter: Pillows Lesson:

    • Remove "Additional Information" options from user-created tickets

      I'd like to configure customers to be able to create tickets themselves, with and without logging in. However, I don't want them to set things like the priority or due date. Is there a way to remove these options from the help center when customers create

    • Issue Loading Dynamic Table Fields in Zoho Writer

      I am experiencing an issue while configuring a repeat table in Zoho Writer. When attempting to insert a dynamic table, I receive the following error: "There was a problem loading your dynamic table fields. Please try again in a while." I have already

    • FSM Function not executing

      Good Afternoon, all I am working on a workflow function in FSM and yesterday it was working fine. Now today when I select "Save & Execute" it does nothing. I even tested it with just a info statement and it is not executing. Any help would be greatly

    • Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

      We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other

    • API - Inactive user

      Hi We have a complex flow set up with an API. Yesterday I needed to inactivate a user who had set up the flow and API- realised after this, then broke the connection so - re-activated the user. The flow now seems not to work when gaining information from

    • Based onthe multipick list value want to Show in the pick list field

      Based onthe multipick list value want to Show in the Single pick list field Database Region is multipick list if it contain Saudi and UAE then region pick list want to show Saudi and UAE Database Region is multipick list if it contain Saudi then region

    • CRM quotes and sub forms.

      Recently upgraded to Enterprise CRM - now some added hopes/questions * In a subform in quotes, if I add a "Percent" field, called Overage for instance. I would expect it to allow me to enter a percent like "10%" and carry the percent forward to formulas

    • Add Mileage Tab on Expenses

      Hello, the 'Add Mileage' tab is not visible. How can I enable it? I checked the settings, and my user has admin privileges. I also enabled mileage in the policy, but the 'Add Mileage' tab is still not visible. What could be the issue?

    • Currency transition

      We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.

    • Error sending an email

      Hi, I'm trying to send an automated email (receiver is always the same) via Deluge function. It was working perfectly, but yesterday the receiver's mailbox got full and started returning this error: { "data": [ { "code": "NOT_ALLOWED", "details": { "reason":

    • Email signature duplicate

      Hi, For a few weeks, opening the email writer would show an error. After clicking ok, the signature would change slighty (font size, I believe). After that it worked fine, so we thought nothing of it. However, now it no longer shows the error puts the

    • Getting Started All Zoho Desk APIs require these two mandatory fields in the header.

      Hey, according to API Dokumentation, All Zoho Desk APIs require these two mandatory fields in the header. Authorization - Authentication request token orgId -ID of the organization to access. All API endpoints except /organizations mandatorily require

    • ZOHO Work Drive Back Up

      I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

    • Export PDF File Name

      Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?

    • Facing issue in getting data through api calls

      I have send data of users and want to get the data oof users but facing issue with one field for that I want help

    • Kaizen #126 - Circuits in Zoho CRM - Part 1

      Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different

    • Google Ads Data is Publicly available in Zoho CRM

      We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess

    • Campaigns workflow emails going to Spam

      Hi Everyone, Does anyone have a solution for workflow emails going to recipients SPAM folders? Our domain is not on any Blacklists, We have our domain authenticated with SPF, DKIM and DMARC all set up and we still have leads who tell us they are not getting

    • Best Way to Integrate a Shared Sales Inbox with Zoho CRM

      I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,

    • Add and Delete Customer Portal user via Deluge

      Using Creator to build an app involving a customer portal. I'm trying to integrate the customer portal for the first time and it is raising questions, mainly because it's new territory. Is it possible to add a new user to the customer portal via deluge? For example, if an existing user invites/refers another potential user to try our app, is there code to automate via deluge, setting up an account ready to go for them? The referral would include their email address, and a workflow would set up the

    • Unexpected Error in Reports (Pivot Chart, Pivot Table)

      Dear Zoho Support Team, I am facing an issue while creating reports (Pivot Chart, Pivot Table, etc.) in Zoho Creator. When I try to access the report, I receive an unexpected error, and an alert message saying "Undefined" appears with the loading UI.

    • Access invoice custom modules data from API

      Hi, I am using $url = "https://www.zohoapis.eu/invoice/v3/invoices"; $opts = ["http" => [method" => "GET",header" => [ "Authorization: Zoho-oauthtoken $accessToken", "X-com-zoho-invoice-organizationid: $orgId" ] ] ]; From my app to retrieve the invoices,

    • Next Page