Stop the Workarounds: We Need Native Multi-Step Forms

Stop the Workarounds: We Need Native Multi-Step Forms

After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearly two decades:
The Issue
Zoho Creator currently has no native support for multi-page forms (also known as wizard forms, step forms, or tabbed forms). When building applications with complex data entry requirements—employee onboarding, loan applications, patient intake, vendor registration—developers have no built-in way to break a single form into logical, digestible steps.
Meanwhile, Zoho Forms has had robust multi-page form support for years, including page breaks, progress indicators, conditional page navigation, and page rules. This creates an inconsistency within Zoho's own product ecosystem.
The Product Asymmetry
The disparity between Zoho Forms and Zoho Creator is striking:
Capability Zoho Forms Zoho Creator
Page Break field type ✓ Native support
Drag-and-drop page breaks
✗ Not available
Progress indicator / Step bar ✓ Built-in
Shows respondent progress
✗ Not available
Page navigation (Next/Previous) ✓ Automatic
Customizable button labels
✗ Not available
Conditional page skipping ✓ Page Rules
Skip pages based on answers
✗ Not available
Page-level validation ✓ Validates before advancing ✗ Not available
Single form, single record ✓ Yes ✗ Requires multiple forms
The irony: Zoho Forms—a standalone form builder—has more sophisticated form UX capabilities than Zoho Creator—a full application development platform. Developers building enterprise applications in Creator are stuck with inferior form experiences compared to a simple survey tool.
Example Use Case
Consider an Employee Onboarding Form with 40+ fields across these logical sections:
  • Step 1: Personal Information (name, contact, emergency contacts)
  • Step 2: Employment Details (position, department, start date, manager)
  • Step 3: Payroll & Banking (bank account, tax forms, direct deposit)
  • Step 4: Benefits Selection (health insurance, retirement plans)
  • Step 5: IT & Equipment (laptop preference, software access, badge photo)
  • Step 6: Policies & Acknowledgments (handbook, NDA, consent forms)
Desired behavior: User completes each step, sees their progress, and can navigate back to review previous sections—all within a single form that creates a single record.

Current reality: User is presented with a massive scrolling form with 40+ fields, or developers must implement complex workarounds using multiple forms, lookups, and Deluge scripts.
The Current Workarounds (All Suboptimal)
To achieve multi-page form behavior, developers are forced into one of these suboptimal approaches:
Workaround 1: Multiple Related Forms ("Form Chain")
Create separate forms for each "step" and link them via lookups. Use Deluge scripts to pass record IDs between forms and auto-populate fields.
// 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
}
  • Problem: Data is scattered across multiple tables
  • Problem: Complex lookup relationships and Deluge scripting required
  • Problem: No "go back" functionality—user must start over if they need to edit Step 1
  • Problem: Reporting requires joining multiple forms
  • Problem: Breaks the single-record-per-entity principle
Workaround 2: Stateless Form Daisy Chain
To avoid creating "junk" records when users abandon the form mid-process, advanced developers use Stateless Forms for intermediate steps, passing all field values via URL parameters, and only writing to the database on final submit.
// 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
  • Problem: Stateless forms cannot use advanced field types including Subforms, File Upload, Signature, Image, and Audio—severely limiting data collection capabilities
  • Problem: Every single field must be manually mapped in URL strings
  • Problem: Adding one field to the schema requires updating scripts on every "Next" button
  • Problem: URL length limits restrict how many fields can be passed
  • Problem: No "go back" functionality—previous values are lost unless passed forward
  • Problem: Extremely brittle—maintenance nightmare for forms with 30+ fields
Workaround 3: CSS Hacks ("Fake Tabs")
Use Notes fields with custom HTML/CSS to create tab-like visual navigation, combined with hide/show field rules triggered by a radio button "step selector." This can work with individual fields or Section fields (to hide/show groups at once).
// 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
  • Problem: Requires hiding/showing every field or section individually—maintenance overhead
  • Problem: CSS styling is fragile and may break with Creator UI updates
  • Problem: No native progress indicator—must build custom UI in Notes fields
  • Problem: Validation doesn't prevent "next step" navigation if current step has errors
  • Problem: All fields still load in DOM regardless of visibility, impacting performance
  • Problem: Collapsible sections are all visible simultaneously—not a true wizard experience with enforced linear progression
Workaround 4: Zoho Forms Integration
Build the multi-step form in Zoho Forms (which has native support), then push data to Creator via webhooks or integrations.
  • Problem: Requires additional Zoho Forms subscription
  • Problem: For in-app forms, users must leave the Creator application entirely, complete the form in Zoho Forms, then return to Creator—a jarring, disconnected experience
  • Problem: Data synchronization is not instantaneous—there can be delays before records appear in Creator
  • Problem: Loses Creator-specific field types (lookups to existing data, formulas, subforms)
  • Problem: Integration complexity and potential sync failures
  • Problem: Cannot use Creator's built-in workflows on form submit—must rely on integrations
Workaround 5: Custom JavaScript Widget
Build a completely custom multi-step form interface using a JavaScript Widget that handles the UI, then submits data to Creator via API.
  • Problem: Requires JavaScript development expertise—completely inaccessible to citizen developers and new users who chose Creator specifically for its low-code promise
  • Problem: Must build and maintain custom form validation, navigation, progress indicators from scratch
  • Problem: Loses all native Creator field types and behaviors—must recreate lookups, dropdowns, validations in JavaScript
  • Problem: API authentication and connection management adds complexity
  • Problem: Widget UI doesn't automatically match Creator's styling or theme changes
  • Problem: Significant development time for what should be a basic platform feature
What Should Happen Instead
Proposed Solution 1: Page Break Field Type
Add a "Page Break" field type to the Form Builder (matching Zoho Forms functionality):
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.
Proposed Solution 2: Progress Indicator Configuration
Allow developers to configure a progress bar or step indicator:
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"
...
Proposed Solution 3: Page-Level Validation
Validate required fields on the current page before allowing navigation to the next page:
// 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;
}
Proposed Solution 4: Conditional Page Navigation (Page Rules)
Allow pages to be skipped based on field values (matching Zoho Forms' Page Rules):
Page Rules:
IF Employment_Type == "Contractor" THEN skip "Benefits Selection" page
IF Country != "USA" THEN skip "US Tax Forms" page
Real-World Impact
This limitation affects any application requiring:
  • Employee onboarding — HR systems with 30-50+ fields across multiple categories
  • Customer applications — Loan applications, insurance quotes, account opening
  • Patient intake — Medical history, insurance, consent forms, symptoms
  • Vendor registration — Company info, compliance documents, banking details
  • Event registration — Attendee info, session selection, dietary requirements, payment
  • Grant applications — Project details, budget, team info, supporting documents
  • Any complex data collection — Where form abandonment due to length is a concern

User Experience Impact: Research consistently shows that multi-step forms have significantly higher completion rates than single long forms. This is due to the "Goal Gradient Effect"—users are psychologically more motivated to complete a task as they see progress toward the finish line. A progress bar creates momentum; an endless scroll creates cognitive overload and abandonment.

Database Architecture Impact:
The workarounds described above force developers to fragment a single logical entity (e.g., "Employee") into multiple physical tables (Personal_Info, Employment_Details, Banking_Info, IT_Equipment) just to achieve visual pagination.
  • Reporting nightmare: Every report requires complex joins across multiple forms
  • Integration complexity: External systems expect a single record, not fragments across tables
  • Data integrity risk: Orphaned records when users abandon mid-process
  • API overhead: Multiple API calls required to fetch what should be one record
The desired state is simple: one logical entity = one database table, with the UI handling pagination visually—not structurally.
The Business Case for Zoho
Why this benefits Zoho:
  • Product consistency: Aligns Creator with Forms and other Zoho products that already support multi-step data entry
  • Competitive positioning: Platforms like Salesforce, Microsoft Power Apps, and OutSystems offer native wizard/multi-step form capabilities
  • Reduced support burden: Eliminates community posts and support requests for workarounds for this basic functionality
  • Enterprise readiness: Complex enterprise applications require sophisticated form UX—this is table stakes for enterprise adoption
  • Developer productivity: Native wizard capabilities remove the overhead of building UI workarounds from scratch, cutting development cycles by hours. Instead of troubleshooting custom flow-control scripts, developers can focus on optimizing user experience and accelerating time-to-market for core business features.
Request to Zoho Team

Can this finally be addressed?

After over 17 years of community requests, the need is clear and well-documented. The current implementation forces developers to choose between:

1. Poor User Experience
Present users with overwhelming, scroll-heavy single-page forms that increase abandonment rates
2. Excessive Complexity
Spend days implementing fragile workarounds using multiple forms, CSS hacks, or external integrations

We shouldn't have to make this choice—especially when Zoho Forms already has this capability built-in.

Community Input Requested: What workaround have you used in the absence of native support? Please add your voice to this long-standing request.


    • Recent Topics

    • Refund Form Can’t Reverse “Bank Charges” Line — Throws Off Reconciliation

      Zoho, When we pay a vendor, the Payment screen lets us add a “Bank Charges” amount (we post a $1 processing fee there). Perfect. But on the Refund popup there’s no matching field, so the refund can only return the net expense. If our processor sends back
    • Trigger for Validation Rules

      Currently in Zoho CRM we can set a trigger for workflows, blueprints etc in a custom deluge function But Validation Rules are missing For example if I run a custom function to update a record, it bypasses the validation rules It would be really beneficial
    • ZOHO Desk blocking emails from creating tickets

      Hi We have been noticing some issues since last week ZOHO Desk is not creating a ticket which is still in our affiliate mail box.
    • how to install desk

      how to install desk
    • How to turn off ability to share Knowledge-base article with social networks

      Is there a way to deactivate the link at the bottom of a Knowledge-base article so that it can not be shared via Facebook or Twitter?
    • Automatically Hide Unauthorized Sections from Agent Interface in Zoho Desk

      Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the user experience for agents in Zoho Desk who do not have permission to access certain sections of the system. 🎯 Current Behavior At present, when an agent
    • Be more selective of which chats you want to convert as requests

      Greetings from Zoho SalesIQ! We hope you are all in the pink of health. We're happy to announce that we have an update with respect to the SalesIQ-Desk integration that can make your customer engagement more efficient. By combining the power of Zoho SalesIQ with Zoho Desk, you can create a wholesome help desk solution for businesses and take your customer service and support to new heights.This delivers a complete view of all your support interactions in one, organized database. Zoho SalesIQ and
    • Is there a way to prevent a user from removing a payment method on a live, recurring subscription?

      As it stands, if you allow users to remove payment methods, they can do so on live subscriptions. This leaves the sub without a payment method. The user should be able to REPLACE the card with a new one, but not remove all payment methods. We have had
    • Assistance Required: Report Export to Excel and WorkDrive Upload via Deluge

      I'm working on automating a scheduled workflow in Zoho Creator that needs to run weekly. The goal is to: Export a report from Zoho Creator in Excel (.xls or .xlsx) format, and Upload the exported file to a specific folder in Zoho WorkDrive using a Deluge
    • Useful enhancements to Mail Merge in Zoho CRM

      Dear Customers, We hope you're well! We're here with a set of highly anticipated enhancements to the Mail Merge feature in Zoho CRM. Let's go! Mail Merge in Zoho CRM integrates with Zoho Writer to simplify the process of customizing and sharing documents
    • How can I see the actual copy sent to the specific contact?

      I have setup a journey in Marketing Automation and created addition of contact in a specific list as the trigger, emails are sending to the contacts, but I can't see the actual copy sent to any specific contact in the list. Please guide me, where can
    • Client Script for Task Module

      When do we expect the client script for the tasks module?
    • Formula Fields inside of Blueprint Transitions

      We would like to have formula fields inside of blueprint transitions. We type in currency fields and would like to see the result inside of a formula field. Our use case: Send out a price for XY 1. Filling out cost fields 2. See gross profit
    • inventory based on bills and not physical stock

      Hello, I have noticed a very annoying issue with zoho books/inventory. I use composite items. If I have an sub assembly item on back order, I am unable to make up the composite item, even when I have received the goods and it is in my stock. I have to convert the PO into a BILL in order for the item to show as 'Accounting Stock'. The problem is that the supplier Invoice is not shipped with the goods, but can follow even a week later. So I have to make the bill have a 'dummy name and number' until
    • Using Zoho Inventory for managing Item compatibilities

      Use case: Using Zoho Inventory for managing (as an example) aftermarket car parts, where a single part can suit many makes, models and years. How do most businesses assign and manage compatibility for each part? Do ZI users typically do this using multi-select
    • Unable to enter manual journal entries in AR/AP.

      Hi there, i am facing some problem relating to AR/AP. I want to make some entries in AR/AP through manual journal. for example. some time I send cash 500 to Mr. A (Customer) for any purpose and then after 2 or 3 days Mr. A returned back 700 to me and
    • Questions regarding WorkDrive

      Here are my questions regarding WorkDrive: Does WorkDrive have a limit on the number of downloads? What will happen if a file is downloaded excessively? Does WorkDrive have any restrictions on download speeds? Are there any limitations on downloading
    • How to record tips from customers

      I run a cleaning service business and on occasion customers include a tip with their check payment. How can I record the amount paid for service and the tip separately? Any amount over the invoice is looked at as an overpayment and suggest a credit note
    • Multi-currencies in Zoho Books

      I'd like to request multiple currencies in Zoho Books. I have customers paying in USD, CAD, CNY. I need to bill customers in these currencies too. I can set up a base currency, and then set up a exchange-rate table to convert these currencies.
    • I want refund of Zoho standard subscription on WEB payment

      Hi, Kindly help to refund the WEB payment made on 13/07/2025 for Zoho standard annual subscription. I didn't find the software useful for my project. Regards
    • Is Conditional display of field(s) possible in a Canvas Customer Portal?

      Is Conditional display of field(s) possible in a Canvas Customer Portal? How?
    • View Linked Subscription on Invoice list

      When looking at the list of invoices in billing is it possible to see the subscription that an invoice is for. This would allow you to see if it's a subscription a customer is behind on, or they simply haven't paid a one time invoice.
    • Recording Credit Card Fees when Recording Payment for Bills

      It seems I am unable to record credit card fees when paying a bill. I pay close to 100% of my bills with a company credit card via online portals. I'm happy for the CC fess to be recorded as Bank Charges but it will not allow that field to be used if
    • Workerly/Zoho One Pricing

      Hi What is the pricing model that is suppose to be as a Zoho One user? If i use the services of a freelancers or temp workers (Sometimes for a few hours a week/month), I need to purchase a zoho one license for each of them as well as workerly licenc
    • DKIM

      I have my DKIM in Titan, which is another email service provider. I get this notification on my portal. What shall I do? ( Improve the deliverability of emails sent from Zoho Social by adding DKIM (DomainKeys Identified Mail) records to your DNS settings.
    • Show All Notes For A Single Record

      I would like to be able to view a list of all Notes for a particular record. We can add several (unlimited) Notes for the Leads, Contacts, Accounts and Potentials records. The subject line and some of the note content for up to 10 notes is visible on the first page. You can select the arrow to view additional notes in the list. I would like a button next to the New Note button that says View All. This would bring up a printable list of all notes listed in descending order by Modified Time (newest
    • Zoholics Europe 2025: Build Smarter with the Zoho Creator Low-code Workshop!

      Why should you attend? This year, Zoholics Europe 2025, Zoho’s official user conference, is your opportunity to connect directly with the teams behind the tools you use every day. Don’t miss one of the most requested sessions: dedicated, hands-on workshop
    • Assigning multiple roles to a user in Creator

      Hi I find we can assign only one role and permission to an user in creator. There is a requirement to assign multiple roles and corresponding permission to one user. Is there any solution or workaround for this? Refer the screenshot below
    • 【Zoho CRM】ウィザード機能のアップデート:セクション要素の追加

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、ウィザード機能のアップデートをご紹介します。 ウィザード機能に新たに「セクション要素」が追加されました。 各ウィザード画面内で項目、テキスト、サブフォーム、ウィジェット要素などをより柔軟に整理できるようになりました。 セクション要素とは? ウィザードの中で、関連する項目や要素をひとつの「サブエリア」 としてまとめられる新しい構成要素です。 セクション要素活用メリット 入力内容やプロセスによっては、より細かな構造や階層化が求められる場合があります。
    • Edit PDFs from within your web app using Zoho Office Integrator

      Hi users, We are excited to introduce PDF editing capabilities in Zoho Office Integrator. You can now open, edit, and collaborate on PDFs from within your web app—in addition to documents, spreadsheets, and presentations—and save them in your configured
    • Zoho Recruit > Job Opening Module> Editing, Deleting, Adding (Fields)

      Hello All In the Job Opening Modules How do i go about deleting the Positing Title or changing to Job Title or can i hide it from all? I want to add a Look Up User Field, however when i select the look up field i do not see that Can i have the industry
    • Can you create a lead without assigning an owner?

      Here is the question I have:   Is there a way I can create a bunch of leads without assigning it an owner?   What I want is for my salespeople to pick and choose their own leads without me assigning them..   right now all leads are owned by me because
    • Bug - Incorrect example in the documentation

      I found an issue in the Zoho API documentation. The example "Sample Request" on this page is incorrect — it shows the example for "Get Email Attachment Info" instead of "Get Email Attachment Content". Wrong example: curl "https://mail.zoho.com/api/accounts/12345678/folders/9000000002014/messages/1710915488416100001/attachmentinfo"
    • Power of Automation :: Dynamically generate Tasklists based on values selected in Task Custom Fields

      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
    • WhatsApp Enhancements to Boost Customer Engagement

      We're excited to introduce a series of powerful enhancements to the WhatsApp integration in Zoho FSM, making customer interactions faster, smarter, and more actionable—right from your Zoho FSM interface. Here’s a quick rundown of what’s new: Try It Out
    • Store reviews module just got smarter in Zoho Apptics

      Hello, Apptics community! Every app deserves better visibility in the marketplace, and reviews play a crucial role in improving your app's App Store Optimization (ASO), rankings, and credibility across stores. That's why we've rolled out a set of enhancements
    • Try CRM for everyone button in the way of workflow

      Please consider using the bottom bar for offers. Using the top bar for offers like "Try CRM for everyone" really gets in the way of my day to day workflow.
    • Include EVERYTHING in Language Files

      Hey, we are building out a system, that needs to be translated. The language files lack a few things though. 1. Blueprint names 2. Canvas View elements like tab names Please include everything into these files, otherwise it's not really a multi language
    • A way to create kits (groups of items) that do not require bundling and are added to an order as the individual items

      We are evaluating moving off of Sage BusinessWorks (which handles accounting, order entry, inventory control, accounts receivable, etc) to Zoho Books/Inventory. One of the things we heavily use is a feature called Kits, which allows creating a group of
    • Allocating Salesman To Customer

      Hello, please add a feature to allocate a salesman to a particular business customer/account. Regards
    • Next Page