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

• Implement full RTL support in Zoho Cliq, including text alignment and character positioning, regardless of the interface language.

  Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to the current RTL language support within Zoho Cliq. Currently, while Zoho Cliq allows users to input text in RTL languages, the text alignment remains LTR, resulting in

• Email Alerts with Affected Flow Details When Deprecating Modules in Zoho Flow

  Dear Zoho Flow Team, We would like to request an enhancement to the module deprecation process in Zoho Flow. 🧩 Current Limitation: Currently, when a module is deprecated by the Flow team: No email notifications are sent. There is no automated way to

• are there Url parameters to group records in the report/view?

  There are URL parameters to filter records in target report.  Is there any way to group records in report by certain field, using URL parameters or embed report parameters? Or any other workaround, apart from creating second report for dofferent grouping?  Aim: I want to provide user a quick link to re-group embed report by different fields.

• Setvalue() client script not working

  I have created a client script on the load the record(detail view page). I wanted to populate some default information in the single line field. for that I created the client script. below is the script: var field_obj = ZDK.Page.getField( 'Designation'

• Power of Automation :: Automate Deal Status Update in Zoho CRM upon Project Completion.

  Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

• Leverage the power of Zia (AI) to create Marketing Projects in Zoho Marketing Plus

  Hey everyone, Zoho's advanced AI assistant, Zia, now works with OpenAI to offer personalized marketing activity suggestions for your marketing projects in Brand Studio. With information such as your campaign's objective, duration, marketing channel types,

• Use Zoho Flow to Supercharge your Zoho FSM Integrations

  We are thrilled to announce that Zoho FSM is now included in Zoho Flow - Zoho’s powerful no-code integration platform. With this, you can connect Zoho FSM with your most-used applications—without requiring technical expertise. What does this offer? Zoho

• Zoho Flow triggers not working

  Hi , I have set up a flow which triggers when a new record is created in a Zoho Creator app. This flow works great when I initiate the flow with  "test and debug". However the flow does not trigger in live mode.  I have tested all the connections used

• Can you sync your Apple Calendar with Bigin Activities/calendar?

  I've searched everything I can find and nothing is coming up... I've got a number of things in my calendar for the future, and it would be easiest if I can sync between them to update my availability for my booking page (also syncing the other way would

• How to track salesiq on google analytics without GTM

  Hello! We had to move the installation of the SalesIQ widget from GTM to directly do it in our wordpress site. The SalesIQ widget was being blocked by Adblockers which caused a lot of our visitors to not be able to see it. This issue was fixed from deleting

• Custom Module Count

  We are on Zoho One. CRM says that the three modules which support Zoho Sign integration are "custom modules." Do these count against the 200 custom modules permitted by the One access to "enterprise-level" CRM features?

• Marketer's Space: Bookmarks by Zoho Campaigns

  Hello Marketers, In this week's Marketer's Space, we'll look at a simple yet powerful feature that makes a big difference in your workflow: Bookmarks. Bookmarks is a built-in feature in Zoho Campaigns that enables you to create a personalized library

• I need a custom AI Chatbot to be integrated with ChatGPT to Handle Customers inquiries

  I need a custom AI Chatbot to be integrated with ChatGPT to handle Customer inquiries, and save the data to Zoho CRM as a Leads, Also to schedule a demo with clients and more options

• User Management > Agents request

  I have a few suggestions for the Agent page: 1) Please add a way to filter Full agents. The list currently shows Light agents as an option but sometimes it would be helpful to view only the full agent licenses or non-light agent. 2) Add the ability to

• Mandate Assessments in Zoho Recruit's Candidate Application Form

  We're excited to announce the Include Assessment option for the Candidate Application Form, which lets you display the pre-screening assessment associated with the job opening along with the application form fields. This ensures that every candidate applying

• Sending an email from contacts does not display the recipient's name correctly

  When I select a contact or group of contacts and then click the envelope to send mail, the contacts are added to the To section of a new email. Unfortunately, their First and last names are not displayed. The part of the email address before the @ sign

• Stop adding Default ID column to xls exports

  When anything is exported to xls, Zoho adds a column with an ID. WE DO NOT WANT THIS COLUMN. We use an automated report to a team. We have our own tracking number. 1. This makes the report messy, it just pushes OUR data off to the right. 2. We have to

• communication distribution

  Hello community! Request for help - how to resolve the issue of subscribing to specific content. I use ZOHO CRM and ZOHO CAMPAIGNS to send email communications to my customers. I only purchased ZOHO CAMPAIGNS after using the CRM for some time and I have

• Web access blocked

  Hello, My account (chris@thewebprojects.com) has been blocked due to security reasons. Please see attached. Can you kindly please help me. Thank you in advanced

• How to determine ZohoCreator organization ID

  I am trying to setup an API to interface with my ZohoCreator app by following the self-client credential flow here https://www.zoho.com/accounts/protocol/oauth/self-client/client-credentials-flow.html However, it requires me to input my organization ID.

• 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

• Need to be Amount Adjusted with same Group Comany

  Dear Sir/ Madam, Good Day, Example wise i write my quire Below A B C & D E F Bothe are Same Group Companies We Paid 50000 AED to ABC Company but we received Invoice 48000 AED worth of material Balance 2000 AED invoice i received from D E F. I Need to

• Transfer between 2 accounts in forein currency

  Hello, While abroad, I have exchanged some money in a money exchange service from a foreign currency (MYR) to another foreign currency (USD) without passing through my base currency (CHF). How do I record this transaction in Zoho Books? When I try to

• Zoho Books Webhook in Custom Module doesn't work

  I have a custom module "Purchase Request" in Zoho Books in which we're trying to convert status of the PRs to Draft and Pending Approval. We've explored different applications and custom functions but found that the status is not "writable". However,

• Issue with Missing Scope for Creating Service Report via Zoho FSM API

  Hello @Latha Velu , I am currently working on creating a connection to create a Service Report in Zoho FSM using the API. However, while configuring the required scopes, I noticed that the scope ZohoFSM.modules.ServiceReports.CREATE which

• Imap Support?

  Does Zoho Books support IMAP? I have enabled outlook integration from settings in Zoho Books Yet the emails I send from Zoho Books for example if I email a purchase order or an invoice I dont see them in it in my sent box in outlook Is there a problem

• ADDING FUEL SURCHARGE & HST

  Hello I need to invoice the customer showing both Fuel Surcharge & ON HST separately. The FSC should be 20% of the subtotal. The HST should be applied to sum of Subtotal + FSC So it should be like: SUBTOTAL: 100.00 FSC (20%): 20.00 HST (13%): $15.60 How

• Zoho Project API search?

  Good day, i would like to search our entire portal for a task using the API. We have over 20k tasks so I dont to search for all tasks and then do a for each as it would take way to long and also would need to go over the limit of 200 records per query.

• Handling Deposits to Vendors and how to book this

  Our scenario: 1. We rent equipment from a renting company for a project (Vendor "Eurorent") 2. We receive an order confirmation with a request to pay a deposit of € 1500. (this is not a Bill) 3. We pay a deposit of € 1500 for the equipment. 4. After using

• Tip of the Week #61– 5 easy ways to declutter your inbox!

  Managing a shared inbox is easier than you think. With the right tools and a smart approach, your team can stay on top of every conversation, collaborate more effectively, and deliver timely responses without any unnecessary back-and-forth. Here are 5

• Vertical Solution Zoho One

  Hello, is it possible to create a vertical solution for Zoho One? Just like it is possible for Zoho CRM?

• Multiple workspaces with in Bigin CRM

  As a freelancer working as a sales representative for two companies, each with its own email address, I would like to know if it’s possible to have two separate workspaces in Bigin. This way, I could manage each company and its contacts independently,

• Allowing subqueries in FROM clause

  When building a Query table in Zoho Reports, I encountered an error when attempting to put a subquery in the "FROM" clause of my statement.  Why isn't this currently supported?  Is there a plan to implement this functionality in the future?

• CRM for Everyone - More Actions Option to Create Record

  Please consider the option create a new record for the module from the More Actions menu. I know there is an "Add New" icon further down the menu to create a record for any module, but this just seems more intuitive and could reduce the need for the "Add

• Zoho books partners: Transferwise, Resolut

  Can anyone tell me if Transferwise and/or Resolut (payment systems) are in integrated?  I know PayPal and Google are, but in Europe we like Transferwise and Resolut is an up and coming multi-currency app. Xero and Transferwise are fully compatible. Thanks

• Getting oauth errors on bigin

  Hi Support, I'm getting oauth errors on bigin even though it works fine with CRM. I created a self client which will add contacts. I gave every permission you could and it still didn't work. What should I do. I might just switch to the standard CRM since

• Assessment Field in Custom View

  Zoho recruit finally added the ability to filter Job Applications by Assessment Answers This is a very valuable addition to the Recruit But this is currently missing from the custom view This should be added to the custom view as well

• Name Change and Delete Email ID and Alias

  Hello please i require urgent assistance, 1.) I would also like to change the name that appears when people receive my emails. I have an info@spacetraiders.com but when people receive my email its say Ronma Adedeji instead of either Info or Space Traiders..

• Feature Requests and enhancements: Subform

  By The Grace of G-D. Hi, It would make it much easier to use if we could have some more features in subforms: More Columns/Fields Set the size of a column Show the subform in Full Page Width Sorting By Column Please consider The above suggestions. T

• Unapplied AP Credits not showing up on AP Detail Aging

  I am new to using Zoho Books. I was reconciling some accounts and found differences from the GL balance and AP Aging and it came down to unapplied vendor credits. Is there an option to include that on the report, so I can pull a matching AP Aging to the

• Next Page