Stop the Workarounds: We Need Native Multi-Step Forms

// Step 1 form On Success:
step2_url = "#Form:Step_2_Employment?Employee_Lookup=" + input.ID;
openUrl(step2_url, "same window");

// Step 2 form On Load:
if(input.Employee_Lookup != null)
{
    emp = Employee[ID == input.Employee_Lookup];
    input.Name = emp.Name;
    input.Email = emp.Email;
    // ... populate all fields from Step 1
}

// Step 1 Stateless Form - "Next" button:
step2_url = "#Form:Step_2_Stateless?" 
    + "Name=" + encodeUrl(input.Name) 
    + "&Email=" + encodeUrl(input.Email)
    + "&Phone=" + encodeUrl(input.Phone)
    + "&Address=" + encodeUrl(input.Address)
    + "&City=" + encodeUrl(input.City)
    + "&State=" + encodeUrl(input.State)
    + "&Zip=" + encodeUrl(input.Zip);
    // ... repeat for EVERY field
openUrl(step2_url, "same window");

// Step 2 Stateless Form - "Next" button:
step3_url = "#Form:Step_3_Stateless?"
    // Pass ALL fields from Step 1 again...
    + "Name=" + encodeUrl(input.Name)
    + "&Email=" + encodeUrl(input.Email)
    // ... plus all Step 2 fields
    + "&Department=" + encodeUrl(input.Department)
    + "&Manager=" + encodeUrl(input.Manager);
openUrl(step3_url, "same window");

// Final Form - actually saves the record

// Radio field "Current_Step" with options: Step 1, Step 2, Step 3...

// On User Input of Current_Step:
if(input.Current_Step == "Step 1")
{
    show Section_Personal_Info;
    hide Section_Employment;
    hide Section_Banking;
}
else if(input.Current_Step == "Step 2")
{
    hide Section_Personal_Info;
    show Section_Employment;
    hide Section_Banking;
}
// ... repeat for each step

Form Builder → Field Types → Page Elements → Page Break

Drag the Page Break field between sections to create multi-page forms.
Each page displays with Next/Previous navigation buttons automatically.

Form Properties → Multi-Page Settings:
  ☑ Enable progress indicator
  ○ Progress bar style
  ○ Numbered steps style
  ○ Named steps style
  
  Step Labels:
    Page 1: "Personal Info"
    Page 2: "Employment"
    Page 3: "Payroll"
    ...

// Deluge: On Page Change (new event)
if(input.Current_Page == 1 && input.Email == null)
{
    alert "Please enter your email address before continuing.";
    cancel page change;
}

Page Rules:
  IF Employment_Type == "Contractor" THEN skip "Benefits Selection" page
  IF Country != "USA" THEN skip "US Tax Forms" page

• Topic Participants

• Damien Cregan

  

• Ha Son Tung

  

• Rachel

  

• Immaculate Reshma

  

• Haiku Technical Support

  

• Recent Topics

• migrating from HelpScout

  I am attempting to import a conversation file from helpscout into desk and am receiving size errors. What is the current file size restriction. Does anyone have any tips for a successful migration?

• Layout Rules Don't Apply To Blueprints

  Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now

• Article Name Sorting in Zoho Desk Knowledge Base (agent / admin side)

  Dear Zoho Desk Support, We are writing to request an enhancement to the Knowledge Base management feature within Zoho Desk. Currently, there is no option to sort articles by their name, which significantly hinders efficient article management, especially

• How to parse JSON data with SQL in Zoho Analytics?

  Hi all, I have a column with JSON data. I want to show this column in a chart, but it is very messy, and no JSON parsing function is supported on Zoho Analytics. data example: {"id": 5, "status": "false", "date": "15/10/22"} what I want to do in SQL is

• Add an Equation Field (Or update the Formula Field)

  Hi, I would like to be able to have one field as a Text Field with QR Code, and then have multiple Equation/Formula Fields that then take parts of that fields data with LEFT, MID, RIGHT, REGEX, etc. Thanks Dan

• How to parse column having JSON data using SQL?

  We have a daily sync from a PostgreSQL database that brings data into Zoho Analytics. Some of the columns store raw JSON data. We need to build SQL queries on top to parse data from JSON and store them in discrete columns. There is no option for "Data

• Enable report button based on the current user role

  Greetings  i have a report that contains action buttons, i want these buttons to appear as enabled only when the current logged in user has a certain role, for example only CEO role users will be able to use this button. but when setting the conditions

• 500 Internal Error In Mail API

  I'm getting 500 Internal Error when using mail API. I'm getting this error for this one account, it works fine for other Account IDs which I have in my system.

• Zoho Sign Document upload to the Attachment section of the Zoho CRM Deals record

  Hi, Is there a script I can use to attach a document once signed in the Deals record attachment section? I know that the fiels are uploaded in the Zoho Sign Document module but our client wants it in the attachment section. They are using the "Send with

• Zoho live chat widget in React Js

  I am trying to test Zoho live chat widget code in react js, below is the sample code void(0)} onClick={()=>window.$zoho.salesiq.floatwindow.visible("show")}>LIVE CHAT window.$zoho = window.$zoho || {};window.$zoho.salesiq = window.$zoho.salesiq

• Are there any plans to add Triggers for Subform edits?

  By The Grace of G-D.  Hi, How are you? Can you tell me if you have any plans to support subform edit as a workflow trigger? And what about have them trigger an "onChange" client script?

• Zoho commerce

  i am facing issue with order summary emails.i am getting 1 continuous email for order received yesterday and today.ideally 1 email should be received for a particular date ie for 02/08 i should received 1 email from 12.01am till 11.59pm but it is being

• Feature Request: Improve Category Page Sorting for "Out of Stock" Products

  Hi there, I'm writing to request a new feature that I believe would significantly improve the user experience in my online store. Currently, on category pages, products are sorted by popularity. However, when a popular product goes "Out of Stock," it

• POSTMAN - There was an error in evaluating the Pre-request Script:Error: Cannot read properties of undefined (reading 'json')

  I am beginning the journey to learn how to use the API for Zoho Sign. I am getting the following error when I try to use postman. To walk you through how I am getting this error... I wanted to start with a simple GET and expand my learning from there.

• How do i integrate shipstation with zoho inventory

  Wanting to set up my own delivery driver in ship station so we can get real time tracking of where the package is but then i want it to automatically update zoho inventory packages/shipments how can i do this

• Invalid value passed for salesorder_id

  Hi, I am using sales return API, details are given below: API: https://inventory.zoho.com/api/v1/salesreturns?organization_id=700571811 Post Json Data: { "salesreturn_number": "", "date": "2020-11-12", "reason": "Testing from API", "line_items": [ { "item_id":

• Create Invoice and Invoice Items from Sales Order via API

  Currently, when creating an Invoice associated with a Sales Order via the API, it appears that I must manually include all of the items (line_items) even though they are already part of the Sales Order. My question is this: is it possible to raise an Invoice via the API based on all of the information associated with a Sales Order--such as the  items? In other words, do I always have to manually include the items (line_items) when raising an Invoice via the API when the Invoice is associated with

• Outlook 2013 Calendar Syncs but "Related To" Field in Zoho is blank

  Outlook 2013 Calendar Syncs but Related To Field in Zoho is blank I expect the "Realted To" field to be populated with the calendar participants

• Export a Course

  Is it possible to export a course from Zoho Learn to a SCORM file?

• Add and Remove Agents from Departments and Groups in Zoho One

  Hi Zoho Flow Team, We hope you're doing well. Currently, Zoho Flow provides an action to add an agent to a group in zoho one, but there is no action to remove an agent from a group or a department. Another action that we find missing is the option to

• Consumer Financing

  Does Zoho currently have a payment gateway (such as Stripe, Square, etc) which offers financing for customers? So, let's say the estimate we give the customer is greater than what they can afford at the time, but we can sell the service now, letting them

• Intégration de la gestion des Passkeys dans Zoho Vault

  Zoho Vault est depuis plus d’une décennie une solution fiable pour les entreprises : pour la gestion, le partage et le stockage des mots de passe. En 2018, nous avons fait un pas en avant en proposant la connexion unique (SSO). Nous sommes fiers de franchir

• Scan & Fill with double quote key/value pairs

  Hi, An old Ticket moved to a Topic/Idea: I love the idea of the new Scan & Fill as it nearly covers my previous request for a QR Scanner to read a multi-part QR Code. My QR Codes are hard-coded as below: {"key1":"value1","key2":"value2","key3":"value3"}

• Analytics SQL Queries should allow # as comment

  # and // are very common for commenting in SQL. Not sure why analytics only allows /* and */ for commenting. Especially when # grays the line as if it's being commented out. This should be added for sure.

• SalesIQ Operator Activity Reports in Zoho Analytics

  I'm busy building a dashboard in Zoho Analytics and I want to include SalesIQ stats in the dashboard, but I'm unable to get the statistics mentioned in the attached image. Any idea where I can get the stats for Operator Activity?

• No longer can indent

  Hey there! Is it just me or were we used to be allowed to used tab or indent when writing. It’s not working right now, has this always been the case?

• Free webinar alert! Seamless Transition with Lossless Migration: Zoho One + Zoho Mail

  Hello Zoho Mail Community! 🚀 Attention IT Admins and Email Administrators! Are you planning to migrate your organization's email to Zoho Mail within the Zoho One ecosystem? 📧 Join our exclusive webinar, Seamless Transition with Lossless Migration: Zoho

• Add Resource to Export

  The Export Data feature does not include a column for the Resource field. Without this column, Zoho Bookings cannot be used by any business for resource-based services or event types e.g. room bookings, equipment bookings. It seems to be an oversight,

• Mandatory field via deluge code

  I would like to ask you if it is possible to make a field mandatory via deluge script. For example, if I have a decision box and I click on it then I want a single line field to be mandatory. If uncheck the decision box then to do the single line as optional. I think it is not possible to do that and I have to do it via validation in 'on validate' field. 

• Revenue Management: #1 What does it mean to "recognize" revenue?

  Earning revenue isn't just about collecting cash from your customers. It's about recording the income correctly and consistently. Revenue recognition is the process of deciding when and how to record revenue in financial statements so that they reflect

• Power of Automation :: Auto-Populate Integration Field in Projects with CRM Account Data

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Zoho Forms and ChatGPT - populating a field using AI.

  I have a form where I would like the user to enter a response or query, and have another field populated using AI. For example, user enters Field 1, AI populates Field 2 in response. I want to be able to wrap some additional instruction text around the

• campo tag para api

  debo conectarme a una api de zoho inventory y ocupo tomar el campo tag para poder asi jalar el articulo que cuente con el campo correcto en tag ejemplo que tag existen carro y avion que cuando busque los articulo con tag carro arroje solo estos por mas

• Uploading file as attachment to Zoho CRM

         Hi,   I am trying to attach a file to a Zoho CRM contact using Zoho Flow. Right now, I try to do it through the “Upload File” field in Zoho CRM (In my screenshots, it’s called Téléchargement du fichier 1).   Here is what I tried:   Case 1: Webmerge document The Flow is called “Custom Function” (see screenshot 101).   Step  1: Creating a Webmerge document (screenshot 99)   Step 2: I use “Update module entry” to upload the created file. I upload Webmerge’s “Document” in my “Téléchargemet du

• Zia Answer Bot - Create Ticket

  Surprisingly, the current iteration of Zia will try to answer a question and unless you have "transfer to SalesIQ chat" enabled, it won't create a ticket for the user or offer them a method to create a ticket. We don't want it to create chats for us,

• meassure leads phases

  Hi, I need to create a table to meassure the time that a lead stay in blueprint phases. the phases are first contact, second contact, lead spam, contacted, appointment. any idea? I have attached an example

• In the Custom Module I have 500 Records , this 500 record only want to view to the specific user only example user A ,

  In the Custom Module, I have 500 Old records that should only be visible to a specific user, for example, User A. Any new records created from today onwards should be visible to Record owner in the Custom Module. Pls help how i achive this .

• How to reply to thread via API

  We have built a webapp for our customers that uses the Zoho Desk API to enable each customer to view their full list of tickets, view individual tickets and raise new tickets. The Zoho Desk API doesn't have the ability to reply to a ticket/thread. Replies

• Sending merged mail templates for signatures fail since today

  We have ZOHO one, we use merge templates in CRM to edit in ZOHO Writer, and from there send it for signature through zoho sign. This all worked up until today, suddenly we read in the log that the merge is succesfull but the sending for signature failed.

• Feature Request - Make Lead List Larger and Adjustable

  Hi LandingPage team, I recently started using LandingPage and I am happy to share my feedback to help improve the app. I've noticed on the Leads page, there is no option to make the columns wider. It would be great if the comlumns expanded to fit the

• Next Page