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

    • Issue with Creator's IF logic

      Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the
    • Need option to send Package PDF in shipment email (Shipment PDF is missing Lot info)

      Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lot
    • zoho creator view is not present in the workspace and blank reports

      Hi Support,  Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshots
    • Customize portal email template

      Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}
    • Can't we let users decide which options they'd like to add at embed widget?

      It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usability
    • Reupload and rename from one field to another field (file upload)

      Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
    • Printing Multi-Page Reports (PDF Export)

      Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experience
    • I NEED TO NUMBER TO TEXT NO HERE

      =NUMBERTEXT NEEED
    • Error: View is not present in the workspace

      When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.
    • Dear Zoho CEO: Business Growth is about how you prioritise!

      All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email about
    • Bin Locations

      Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan
    • Create and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR

      A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standard
    • How to Prevent Users From Skipping LMS Videos in Zoho People

      How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable
    • [Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025

      We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI Session
    • Tips for Organizing Workflows and Improving Team Coordination in Zoho

      Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything stays
    • Prevent user from viewing all records?

      I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) {       personID = common.getLoggedInPersonID();       query = "Assigned_Vendor.ID="
    • Zoho Site pages not displaying in iframes

      I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.com
    • ZUG Meet-ups are back - Across India (December 2025)

      The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,
    • Zoho Inventory as connector in Zoho Creator

      Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing something
    • Send Zoho Forms Link using Zoho CRM Email Templates

      I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that template
    • My go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields

      This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanation
    • Custom Search using HTM+CSS Snippet

      Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input and
    • Zoho CRM Kiosk Upload Files

      Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"
    • Double opt-in notifications and customizable confirmation messages for your webforms

      Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submit
    • Has Anyone successfully integrated Zoho and Sage Intact?

      Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,
    • Introducing Image Upload Field

      Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules.  Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record
    • Trigger a Workflow Function if an Attachment (Related List) has been added

      Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
    • Free webinar alert on November 19 - Email driven strategies - Master personality based styles

      Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,
    • AI generated meeting notes associated to Account or Deal

      As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the ability
    • due date on cheue

      how to handle cheque in zoho books for customers and vendors including due date
    • Conta META desativada. Problema no uso do CRM Zoho e SalesIQ.

      Olá, Habilitei um número Whatsapp no SalesIQ em Agosto/2025 com sucesso. Agora concluí a configuração do Zoho CRM e ao habilitar o Whatsapp, descobri que a conta META foi desativada: Configurar CRM -> Canais -> Mensagem de negócio -> WhatsApp Você não
    • 'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory

      Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }
    • Zoho Projects API 100 requests/2 min. Limit

      Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply
    • Integrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API

      Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’s
    • Zoho Projects - Attachments added to Task and Bug emails are not saved

      Hi Projects team, I have been experimenting with emails into projects to create tasks and bugs. I have noticed that attachments added to the emails are not saved to the task or bug. Is this normal behaviour? Thanks, Ashley
    • Zoho Inventory's latest shipping integration updates at a glance.

      Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,
    • Sorting a list of record acquired from the zoho.crm.searchRecords function.

      This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record.  As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above contains
    • Zoho Inventory Custom Field Update

      Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");
    • Alphabetically

      How can i arrange alphabetically - (Manage Manufacturer) Field in Item Master 
    • Can i set a default value for country and state in address field in zoho creator?

      Can i set a default value for country and state in address field in zoho creator?
    • Next Page