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

    • Sticky Posts

    • 2024: A Year of Transformation with Zoho Forms

      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
    • Take control with geofencing: Manage form access based on location

      Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to
    • Introducing Card Forms!

      Hello form builders, Zoho Forms is now introducing an elegant, free-flowing fluid design of Card forms that will give your forms a visually appealing look, while avoiding any visual clutter for users who are attempting to answer multiple questions at
    • Important update in Zoho Forms: Enhancements for improved email deliverability

      Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.com
    • Form language translation in Zoho Forms

      Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking to
    • Recent Topics

    • Introduction of Robotics Process Automation in Zoho products

      It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage
    • Lock a custom field on a deal record but keep all other fields editable?

      I have a custom field, which auto-populates a job number upon converting a lead to a deal but the automation breaks if someone accidentally edits that field. I want to lock that field but keep all other fields open. Is this possible? I've tried through
    • how to create a new line in string in Client Script?

      I want to show an alert using client script, I need to add a new line in String, I assume I can use \n\n inside a string, but unfortunately it doesnt work ZDK.Client.showAlert("First Line \n\nI expect this is in second line");
    • Add Feature To Hide Plugin Sections On Record View

      Hi team, I'm trying to help a client tidy up their CRM. When it comes to record view some sections and fields are visible no matter what Layout Rules are applies and they are not removeable from the layout editor. I would like to see an option to hide
    • Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users

      Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you
    • Problem configuring/customizing sales pipeline steps

      Hello, I have created several sales pipelines with different stages in them. Unfortunately I forgot to properly configure these steps (conversion probability, forecast category). How can I modify and customize all these steps? Thnak you by advance M
    • fetch records from analytics table from creator

      I have a creator workflow that I am working in that will compare data from within the app to a table in zoho analytics. Is there a way to fetch a record from Analytics? I have attempted a custom connector with analytics and tried to use it with invoke
    • Directly Edit, Filter, and Sort Subforms on the Details Page

      Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
    • Ability to Change Custom View After Cadence Creation

      Dear Zoho Team, I hope you are well. We would like to request an enhancement to the Cadence feature in Zoho CRM. Currently, during the creation of a Cadence, we can select a Custom View under the "Who is this for?" section. However, once the Cadence is
    • Zoho Creator Integration with QuickBooks: A Step-by-Step Guide

      Introduction: Integrating Zoho Creator with QuickBooks allows you to sync your business data between the two platforms, providing a seamless experience for managing accounting, invoicing, and financial data. This integration helps automate workflows and
    • Note not being pulled for other modules in email template

      Hi there, Currently i am creating an email template that is able to pull the data from notes field in estimate module and email it to procurement team where they will be able to receive the email with the contents of the note, i am unable to replicate
    • Grouping payments to match deposits

      Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different
    • No Sales Returns on SO's with Dropped Shipped items + Inventory Items

      We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This
    • Pre-fill TO and CC fields for Email Templates

      This would be a game changer to be able to set either specific email addresses or merge fields based on deal role titles into email templates. Please pass this along to *hopefully* add to future features of Zoho CRM.
    • Pick list - Cannot save list "Special Characters not Allowed" error message

      Bulk uploading values. All values are pretty standard - with the exception of a "-" (dash). Like:  Industry - Prepared Food Is the simple dash a special character too? Jan
    • Whatsapp Limitation Questions

      Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
    • Flow with CRM

      Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the
    • Making the Resolution Tab Mandatory

      Hello Everyone! This edition is here to show you how to make the Resolution mandatory when closing a ticket. The Ticket Resolution tab helps keep a record of the solution provided for the ticket query. The resolution can serve as a quick reference to
    • Remove County field from Customer Address input screen (or allow input to be deleted)

      We are in the USA and have just noticed that there is now a County field in the Customer Address input screen (and maybe other areas of Zoho Books, but this is the one affecting us at the moment). County is not important to our business, and in fact we
    • Notificación de cumpleaños

      Hola: Se puede enviar alguna alerta de felicitación al personal que cumple años, que se dispare solo? Si existe como se puede hacer? Saludos
    • Automation#25: Move Tickets to Unassigned When the Owner Is Offline

      Hello Everyone, Welcome to this week's Community Series! 'Tis the holiday season—a time when work often takes a brief pause. The holiday spirit is in full swing at Zylker Techfix too, with employees taking some well-deserved time off. During this period,
    • Callback URLs

      I need to connect to an external service through an API that requires me to provide a Callback URL so that a status update can be sent back when the API request has been processed. Is there a way to do this in Creator without having to use a middleware
    • Email signature not being included if user creates ticket / sends email

      When I create a ticket (send email), the signature doesn't appear to be added to the ticket. Can you confirm if this is the case? It would obviously be useful to include the user's signature even when sending a client an email and not only on replie
    • Pulling Specific Products from Sales Orders in Books to a CRM Record

      We currently process orders directly through our website (woocommerce) as well as through manual sales orders in zoho books. When an order comes through the website, all of the individual products from that order show up in the CRM record of that customer.
    • Zoho Notebook window ignores taskbar

      When maximized to full screen, the Zoho Notebook window ignores the presence of the taskbar and overlaps it. What could be the problem? Linux Mint 22 Cinnamon. Zoho Notebook 3.2.0
    • Document images

      We used to be able to rotate the images but this has now been removed ???
    • VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM

      Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update
    • Join ZohoPeers - A New Community Discord Server for Zoho Users!

      Hello Zoho Community, We would like to invite you to join ZohoPeers, a brand new Discord server created to complement the official Zoho community forum. Please note, this server is not meant to replace or detract from the official forum, which remains
    • Involved account types are not applicable when create journals

      { "journal_date": "2016-01-31", "reference_number": "20160131", "notes": "SimplePay Payroll", "line_items": [{ "account_id": "538624000000035003", "description": "Net Pay", "amount": 26690.09, "debit_or_credit": "credit" }, { "account_id": "538624000000000403", "description": "Gross", "amount": 32000, "debit_or_credit": "debit" }, { "account_id": "538624000000000427", "description": "CPP", "amount": 1295.64, "debit_or_credit": "debit" }, { "account_id": "538624000000000376", "description":
    • KB Templates

      * It would be nice if Zoho can provide users an option to create custom templates for KB articles. Also, it would be nice as well if the users can have an option to 1.) select a default template and 2.) declare default tag/tags, for KB articles created through Ticket's resolution.
    • Zoho CRM Reports Module on Mobil App

      I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.
    • Contacts Don't Always Populate

      I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones
    • Calendar View for Zoho Tickets

      Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.
    • Zoho Projects Android app update - List view enhancement

      Hello, everyone! In the latest android version(v3.9.15) of the Zoho Projects app update, we have enhanced the List view of tasks. We have also introduced a complete scroll of the tasks in the list view without scrolling the task fields(status, start date,
    • Print PO receipt

      Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have
    • On the US Data Centre rather than the UK but dont know how to migrate it

      We have a new staff member with an external email address and cant add them to Zoho chat - we have been told its becuase we are in the UK but on a US Data centre - we therefore need to change it but no idea how to can anyone else as we are going round
    • Zoho Sheet Custom function column showing Error #EVAL!

      Hello I have a custom function in Zoho Sheet developed to convert a date time from one time zone to another. The custom function takes date and time columns and then using subHour( ) converts the time to PST time. However, though the custom function works,
    • How to add a Data Updated As Of: dynamically in text?

      I need to add a "Data Updated As Of" in the dashboard to show when was the last date the data was updated. I tried to create a widget but it does not look really good, see below. Is there a way I can do this through the text widget and update it automatically
    • Employees can not add some expenses suddenly

      Zoho expense was working fine and whenever there was a new merchant, it would automatically add and also the same auto added in Zoho Books (due to merchant-vendor sync) untill now. From today, it is having problems in searching the existing vendors and
    • Create Your Own Issue Management System

      Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects
    • Next Page