Calculate hours
Is there any chance that the the "formula" will have the ability to do calculation using the "time" field in the future? Our company has a form set up for tracking hours worked and we use 2 time fields currently. One for the clock-in time, and one for the clock-out time. It's great for keeping that record, but if there were a way to calculate the hours to show on the report would be awesome. Previously we had used JotForm and their calculator had that ability, but it seems that Zoho doesn't accept
Tip of the fortnight 5 - Autoresponder emails to improve customer engagement
Hello fellow form builders, Is it raining form submissions? Congratulations! But it doesn't end there. It's time to figure out a way to acknowledge that pile of submissions and possibly convert them into potentials. Instead of sending emails to a mailing list, why not build your own email service to reach customers and make it a part of your lead-nurturing efforts? In this three-part series, we will show you how to use Email Notifications inside Zoho Forms. Today we'll walk you through autoresponder
Sub Forms giving me issues
I built a form and wanted to clean it up by putting specific stuff in a sub form then made a rule if X is "yes" then show sub form but it wont open the form on app. If I delete subform then app works.
Is it possible to upload grouped & field choices from an Excel file? And also assign value to each field choice? I have more than 4,000 entries to upload.
Is it possible to upload grouped & field choices from an Excel file? And also assign value to each field choice? I have more than 4,000 entries to upload. This is my excel sheet:
Zoho Forms client data capture pre projects
Hi there, I am a regualr user of Zoho products and generally find them great (CRM, Docs, Email, Project). Question is We want to be able to send our project managers out for an installation site survey. This is to help with the pre project proposal. Here is what we need. Build a form/questioner - I can do this ok. Integrate into CRM and Zoho Docs - I can do this ok. Host form on our website (password protected) - I can do this ok. What I am not sure how to do, or if we can do it. We have multiple
date of birth
how do i date of birth field in the form?
How to add the payment field to downloaded form
Hi all, thanks in advance for any help. I am just starting with zoho forms. I have created my first form and in order to add some custom styling to it I have downloaded the html and css. However, the payment field is missing. Can anyone advise of ways to show the payment field??? Thanks for the help,
Zoho Forms and Desk Integration
If I have a Zoho form that is integrated with Zoho Desk, will the Account and Contact be created in Zoho Desk when the form is submitted? If so what fields need to be mapped?
Zoho Desk and Forms Integration
If I have a Zoho form that is integrated with Zoho Desk, will the Account and Contact be created in Zoho Desk when the form is submitted? If so what fields need to be mapped?
Tip of the fortnight 4 - Best practices for building your e-signature workflow using forms
Hello fellow form builders, It's another fortnight - ah, time flies, doesn't it! Recently, we rolled out our integration with Zoho Sign (read our announcement post here), and it can be incredibly useful in collecting secure e-signatures from your form respondents. Getting your agreements, contracts, waivers, etc. legally bound through this e-signature workflow is easy, yet every use case needs a distinct workflow setup. That's why today, I want to share a few of the best practices you can follow
Some feedback from a recent Zoho Forms project
Hi, I recently implemented a Zoho Forms quote form for a client to provide a quick way for website visitors to get a price for the client service, a fairly common use case for Zoho Forms I am sure. During the project, the following feedback came up that I thought was worthy of a feature request. 1. Ability to display a different form title than the actual name of the form in the Zoho Forms admin UI. For example, you might have a form called 'Quick Quote Form' but you wouldn't want that to appear
Tip of the fortnight 3 - Create merged documents with form responses
Hello fellow form builders, It's another fortnight, and I am back with an exciting new tip. In the previous post, we discussed how to deliver the PDFs of the submitted form to your customers. To continue with this process, let's take a look at how to create dynamic documents with the responses that fall in your form. Sending Order Receipts upon successful purchases, Interview Call Letters to chosen candidates, Invoices for your customers, Certificates on course completion, etc, is crucial for your
CRM Field won't work in Wordpress
I have created a Zoho Form that includes a Zoho CRM field. When I embedded the form in my Wordpress site using the instructions provided directly from Zoho, you aren't able to type into the CRM field. This is the ENTIRE reason I wanted to use Zoho Forms. Help please!!!
Help Required Please - image field and unique ID
Is there any way of showing the Unique ID on the form submission? So that it is displayed on the PDF that gets emailed across? Also I am struggling to resize the images that are displayed - is there a way of choosing what size? I want to be able to display say 3 images side by side. Currently I can only manage to place them on top of each other? Thanks,
How to add variable pricing?
I'm trying to set up a formula on an order sheet. What I need is variable pricing, giving discounts when more than one item is purchased. To complicate things they are able to mix and match from 2 categories. I can't figure out how to do that. For example, if they buy 1 item it's $25, 2 items are $40, 3 items are $50.
Use the same dropdown list in different forms
Hello, Is it possible to create a list of text and use it in different forms ? Fox example i want to creat a list of building site and use it in different forms. If the list changes, i don't want to modify every forms but ony one list. Best regards Val
How to remove -Select- Caption within dropdown fields in PDF Builder?
How to remove -Select- Caption within dropdown fields in PDF Builder?
Identifying which user posts a form
I cannot find a way to capture the logged in user that is submitting a form. How can I add the users name and/or email address to the form automatically (i.e they don’t have to select their own name or email address). The reason for this is I want to capture which user is submitting the form based on their login, otherwise a user could add anyone’s email address and name to a form.
Form popup after clicking a button
I want to embed the form into a button, so when I click it the form pops up without leaving the current page. Is that possible?
Tip of the fortnight 2 - Acknowledge customers with a PDF copy of their submitted form
Hello fellow form builders, I believe the previous tip gave you insights on the different ways of form redirection. Today I've come up with a tip that aims to help your respondents be aware of the data they enter! Have you come across a circumstance where you need to give away the form along with the entire response and the answer choices being entered? Well, rather than consuming time to send the raw form submission through manual emails, you can do it in a much simpler way. Yes! The form submissions
Tip of the fortnight 1 - Form redirects to boost customer engagement
Hello everyone, Have you ever felt completely abandoned, lost, and alone? Well, that's exactly how your customers feel when you abruptly end a form with a generic Thank You page. The Thank You page can be so much more than that, and for this week's tip, I've put together a few alternatives. So, the next time you're tempted by the allure of the default, try one of these instead! Value their opinion Getting feedback is one of the best ways to engage with and validate customers. Over time, it can turn
How do I add field to a Section
I've added a Section called 'Your Contact Info.' How do I add field to it? I've tried dragging a dropping into the Section and that didn't work. See attached screenshot.
Zoho Forms - Approver information in Approval/Denial Message
When a form "approver" approves or denies a form submission, is it possible to include who the approver is in the approval/denial message that is auto sent to the person who submitted the form?
Can Zoho forms give suggestions based on the user's response from contact details in Zoho Desk?
We are interested in using Zoho forms to create new tickets in Zoho desk to keep track of customer issues. I notice Zoho form fields can be linked to the contact details of the ticket it will create in Zoho desk. However, we would like Zoho forms to give suggestions for contacts that already exist based on what the user is filling in as their answer. For example, if the user is filling out "Customer Name", and they begin writing "Mary", they receive as suggestions the names of existing contacts in
Can you close up the spacing between fields in forms
I want to close up the white spacing between the fields, it is too much between and makes the form very long.if you intend to print on 1 side of A4 sheet
integration of Zoho Form with Zoho CRM-Contact
It is possible to integrate Zoho form with zoho crm in such a way that when adding a reocrd in zoho form it is added as contact in zoho crm????
How do I use exponents in a function in Forms?
Seems like it should be as [Field Name} ^ x, but this doesn't seem to be possible. Any advice? By the way, we need fractional exponents such as ^ 1/14. If we were doing something simple like squaring the number then I could just multiply the number by itself.
Reading uploaded CSV file and creating log or report
Hello, I am needing to allow employees to upload a CSV file into a form/app. Once the form is submitted, I need the uploaded CSV file to be read and written to an existing log or sheet. I figured out how to get the CSV to write to ZOHO Sheets/Docs while using forms, but it saves each of the CSV files to a separate sheet, while I need one to be appended with each new submission. I have also tried to figure this out with using deluge scripts in Creator, but have had no luck. I don't have a preference
Imagem maior ZOHO Forms arquivo PDF
Temos como ampliar a foto no arquivo PDF de um arquvo gerado pelo ZOHO Forms ? Eliminando assim arquivos individuais de cada imagem.
Integrations (Zapier and Zoho Creator)
Hi, I am new to Zoho Forms and I am using the free version. 1) There is an option to integrate with Zoho Creator. This takes you to a page with a "Migrate" button but clicking this just takes you to the main Zoho Creator page. I notice that Creator does not appear in the Forms integration documentation. Does this method of integration work? [I have a free Creator account that does not allow me to Publish.] 2) I have also signed up with a free Zapier account. When I try to create the Zap to integrate
Can I use Zoho Forms without internet connection?
I will use the form outside without a internet connection. Can the form be loaded on the pad, be filled and later connect to my account and get the reports? TX!
Update Existing Lead
Hi, I have been trying to update an existing lead in Zoho CRM using a Zoho form that is created for this purpose. We may have multiple leads with the same email, phone, last name...etc. so How I can use lead Id to update the right record? Kind Regards, Monther
Question about Zoho Forms/
We recently found that we can create forms from the Zoho campaigns and Zoho CRM (Leads module) Our goal is to create forms that can be embed in our Wix website, but we are not sure if we should be using Zoho forms - Zoho Campaigns forms- or Zoho CRM forms. If anyone have experience with forms I would like to hear your recommendations.
IPAD: Is there a way to change or add to the design on mobile?
The desktop version has lots of customization, including the ability to add your own images such as a adding your company logo at the top of the form. However, my iPad only shows a plain template with ability to only change the accent color. What are the limitations for the app version of these forms? and if I purchased the basic plan, will I be able to at least see my companies logo at the top of the form? What I see on my iPad.
Compact forms
Ok, is there a way to make the forms compact? They take up way too much space and you know it's just not as professional as it should be (it makes you look like you are an amatuer playing at having a business). How about we get a design that looks like this is a real business and not a freaking game?
Zoho Forms integrates with Zoho Recruit - Manage applicants and collaborate on hiring
Hello fellow form builders, As for all the integrations we've rolled out thus far, we believe in the extent of how they help to manage your data and ease your business. Today, I've come with great news of another such new integration. Forms make collecting applicants' details, resumes, and cover letters incredibly easy. However, processing the details and hiring the best candidate can be quite an uphill battle, especially when you have many applicants coming in for a job profile. Well not anymore,
Zapier Integration shortcoming between Zoho Forms and Zoho recruit
I have subscriptions for Zoho Recruit and Zoho Forms. I have built a new candidate registration form in Zoho forms. I have used this as it gives me the ability to include logical questioning and can be easily shared through social media etc. This is superior to the forms that are available in Zoho Recruit. You announced the possibility to integrate Zoho Recruit and Zoho Forms with Zapier. I have done this and found it an excellent and easy app to set up for a person with limited skills. I have
Zoho Recruit -> Zoho Forms Integration Sadly Missing
I was looking at the new Zoho forms, and sadly there was no integration option with recruit. I was looking for a way to map fields from Recruit into the form. Then have it setup so that once a form was submitted, I could have a field updated in Zoho Recruit, as well as have a PDF of the signed/executed document archived in the candidate record, as well as e-mailed to the candidate and recruiter. The goal being to automate the forms collection process from candidates (RTR's, HR/Onboarding forms, etc.).
Zoho Forms integrates with Zoho Sign
Hello everyone, We are pleased to announce the release of our newest integration with Zoho Sign. You now have the ability to include form data in your agreements, contracts, or invoices, and quickly send them out to collect digital signatures. You can do this seamlessly from directly inside your form. Let's dive in and see what else the integration offers! Zoho Sign is a digital signing application used to digitally sign electronic documents. Using Zoho Sign, you can sign a document, send them to
Forms PDF Export Name
Hi within forms I have created a new name for my pdf, but the pdf that is copied into google docs is still called the form name. I cannot find where to change this or why it doesn't work? Can you help
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