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
Trigger CRM workflows in Forms
Hi there...is there any documentation about how Forms integrates with the Zoho CRM...specifically the "Trigger CRM workflows" checkbox? What would happen if that box were not checked...would Forms not update fields...or I am not sure where in the CRM to specifically mention a CRM workflow? I know the CRM can initiate a workflow when a field is updated, but can I find out the documentation on this more specifically? Thanks!
Zoho Form Function
Hello, I wanna send day name of week to Zoho CRM from on Zoho Form. I don't know how to do. So how can I take "current date"'s name. Thank you.
Use Forms or Survey?
I will replace the data collection form at this site https://corgenius.com/CEU with a Zoho Form or Survey, but I've not yet used either one It looks like I could accomplish what I need with either tool. Any Zoholics out there have a recommendation on which I should use? Thanks.
New interface
How do I get the new zoho forms interface? Mine is the old one and it looks dreadful...
Zoho Forms 2018 - A Recap
Hello everyone, Time flies! It feels as if we just launched Zoho Forms, yet it's already been a 3 year journey. Over the past year we released new features, integrations, and made additional enhancements while continuing to support easy form building! Here's the recap of all the releases in a nutshell. That's a wrap! Zoho Forms is gearing up for 2019 and we've got a whole range of new features, an improved UX, and a solution to help simplify your form management process. Stay tuned for our latest
Change "From" email on Rules Email
How can you change the From Email Address when creating a Rule that will send an email with the form data?
Forms authentication
Hello, I want to embed the forms in my website where i have my custom login system. Is it possible only authenticated users to be able see the forms or another login step (involving zoho login) required? Thanks in adnvace
Zoho One Limitations
I'm a solopreneur paying for a single enterprise zoho one seat. I need to know what version of Zoho Forms is included and what the limitations are? Currently, Zoho Forms is indicating I'm on the free plan. Please describe the limitations of Zoho Forms with a Zoho One account.
Creating a Zoho Helpdesk Form
Good day, So, the following workflow is what we want done in our Zoho desk. We created a form in Zoho Forms (that contains attachments), we want to integrate it with Zoho Desk. There are several problems with Zoho Desk integration (mandatory fields are name, but you can only select either first name or last name from the form fields). The other issue is that you can't add the attachments or the PDF snapshot of the form. I've tried various ways of making it work (through integration, email, zapier)
Using assignable values from checkboxes
Hi, Is it possible to use individual checkboxes with webmerge? I've setup a checkbox field with 5 checkboxes and would like to trigger a webmerge response depending on whether or not the boxes have been checked. Thanks, Robert
Payment on Zoho forms
Hi I have created a Zoho form for a charity event. I want to submit the form for approval, then if it is approved, return back to the form to take the payment. I can provide a link in the email to edit the form but is there a way to make the payment details only show once the form is approved, and can i open the form with the original details on it? I could not use the form approval status, so i created an approval status field, but then i cannot hide this in the form from the original applicant
Unable to upload attachment. Please contact the forms administrator.
I have been trying to attach png and pdf files to this forms but the aforementioned error shows up. How do I fix this?
Triggering response in pdf email dependent on answers given.
Hi, If a question on my zoho form has been answered 'yes' I would like to be able to include a paragraph of information on my pdf email response. If it was answered 'no', then I don't. Is this possible through zoho forms? If so, could some please help me with this. Thanks in advance, Robert
How to make merged docs from Zoho Docs save as well as send by email
I created a Zoho Forms form which, once submitted will send a notification email with a merged document (created through Zoho Docs) attached - this is working fine, but I expected the merged doc to also save in Zoho Docs when it was created, but I can't find them anywhere? I can't seem to find an option to save my merged document anywhere when it is created, only manually - is there any way to set up automated saving of the merged documents somewhere? Thanks! P
default values from source code
I am making a form with Wordpress. And I'm wondering if Zoho Forms has a feature that can get default values from source code. If it has, please teach me how to do it.
Multiple errors when attempting to submit forms.
I've attached some screenshots to show a few of the different errors that my employees are receiving on a daily basis when attempting to submit their forms. These errors occur seemingly regardless of device used, form being submitted, or whether they were on wifi or cellular data. Each time one of these errors occurs, so far the data has been submitted successfully, with the exception of the access denied error which happens when there is an error submitting a saved form entry and the user tries
How to update integrated google spreadsheet after editing zoho form entry?
Hi, I have integrated my Zoho form with a google spreadsheet so when I update a form its relevant fields gets updated into that specific google spreadsheet. Here is the intresting part -- when I EDIT my updated form then its modification reflects in Zoho Database (All Entries of Form) but that change doesn't reflect in my Google Spreadsheet. I want my google spreadsheet to shows the modified form. Can anyone help me to achieve this. Thanks, Tanseer
Why do businesses choose Zoho CRM software?
I am wondering why businesses choose Zoho CRM software? While there are many other useful software besides Zoho CRM
Redirect to another/same Form using Form Rules and MAP & TRANSFER selected fields
Hi I run a dental practice and patients use Zoho forms to fill in their new patient details. We have situations where a family of 2-4 comes in at the same time and require to fill in the form individually. Currently, we have set up so that when they select that they are with their family and submits the form, same form will pop up for the other person to fill the details. It works all fine. However, to make this process more efficient, we do require address details and so on to be transferred to
Two Fields in Same Row?
How can I put two fields in the same row? For example, "phone number" on the left and "email" on the right.
Using previously populated field in desccription field
I want to use one values of a field that has been previously populated within a block of text in a description field similar to the way that a field can be used in the "Thank you page" So for example I want to have a section that reads like this: Please confirm your name and age: <Fill in text here from the Name field> <Fill in text here from the age field> Is it possible to do this? Thank you
Zoho Forms -Automatically Associate Form Submission Choices With Hidden Data Field - Email, Text, Dropdown, etc.
Hello. Is there a way to automatically associate data from a hidden field to the selections / values made upon form submission? For example, there is a main customer Project Revision Request Form. The form asks, "What is your project #?" If project # = 40 then prepopulate hidden Assigned Employee Email field to project40assignedemployee@example.com to alert the assigned manager. A step further, from hidden Project Spreadsheet Links field automatically select "Project 40 spreadsheet link" so the
Having a textbox list
In Survey Gizmo, we can create a textbox list. It saves us space and it's easier for clients to go through those questions. Check the image:
Any possibility of having a comments box next to a dropbox, radio, etc.
I'm doing this with SurveyGizmo. If the person want to leave more detaisl about his answer. Also this offer having a more consisce form.
Create a Custom Table to collect information
Hi, I use this in Survey Gizmo and it's very useful. It gives us the ability to put any question option on the same line since all those information are related to each other. Since I don't have this option, it's 5 times longer to create and in length also.
Ability to Edit Forms by Multiple Team Members
Two part question: (1) Will you be adding the ability for multiple people in a company to edit forms? Having only one person able to edit a form drastically reduces the usefulness of the product for a small business using Zoho One. Your competitors allow multiple editors on their products. (2) The ability to "change ownership" on a form (a workaround to allow someone else to edit), doesn't seem to work properly. Will you be fixing that? Support suggested trying a different browser. I did. No
how to switch guest user to admin
Today we learned about Zoho and we are very enthusiastic about the product and would like to start using it. We also paid a subscription fee for 1 month to test things. The problem is the following: I created a Zoho forms account, then the IT manager created a forms account. Then he paid the fee for a month and tried to add me as a user to his list. Because I was already in an organization, I was added as guest. It seems that he cannot change my userstatus to admin when you are guest. Also he cannot
Changing the approver based on a form answer
I'm trying to create an internal 'Leave Request' form, that would preferably go through the Approvals process. The issue is that there are 25 possible supervisors, and I can't think how to do this, because Zoho asks for one specific approver. Notifying the supervisor would be ok - is there a way to do this without asking the staff member to enter the supervisor's email address? (i.e. an email dropdown?) If anyone has any ideas on how to create a leave form that can notify a supervisor, or be approved
Notification when Lead Record is updated
Hello, I have a two step approval process for leads, which involves filling out two forms. The first form creates the lead, and I get a notification for this. However, when the lead completes the second form, the original record is updated, and I am not getting a notification when this happens. I need to be notified when a lead record is updated. Is this easily accomplished? thanks, Cori
Anybody know how to create a global list for lookup fields?
With dropdown boxes and so on, can you link them to a global list? For example, we want to hold a number of events in the dropdown box and it is continually updated.
What am I supposed to enter in the Zoho CRM field in Forms?
I thought that if I added the Zoho CRM field in Forms and tied it to a module in my CRM that it would allow me to do a look-up in CRM and fill that field. Currently, when I use the form and I try to enter an account name, i get the error message "Select a choice for this field." What does that mean? What am I supposed to put in there. I would like for the for this form to update a record in CRM, not create a new one.
2 different forms created but both show the same PDF title
Hi there, We use 2 forms for online payroll time sheets. One is named Crew timesheet and the other is named Performers timesheet but when emailed to the end users it shows Crew as the title of the file even if its from the Performers timesheet. Can you assist? Thank you, Chris
Labels side by side
Hi, Can we have fields placed side by side. Currently all fields are placed one below the other. I am creating a cafe ordering menu for which qty, price, and sub-total should be in one line rather than one below the other. - Jaosh
WordPress plugin not available to. Eu customers
Currently those using zoho. Eu can't use the full functionality of the WordPress apps. This should be an easy fix but for some reason zoho have not corrected yet. Could you advise on a time line for this to be resolved.
Using Zoho Forms in an agency type setup
Hi, I've had an enquiry from a client of mine regarding using Zoho Forms for his clients. I must admit I hadn't really thought of using the product in this way as I would favour Creator for custom client development but it got me wondering if it might be possible? I guess the idea would be that he signs up for the Zoho Forms account (and pays for it) then adds his clients as User level users with access to only their forms. Is that even possible? If so does anybody do this already and can give
Limiting Date input
Salutations! Is there a way to limit the days that people can enter, so they can only choose dates that are more than 2 days out? We need a 2-3 day lead time for orders, so we don't want users being able to select today, tomorrow, or the next day on the form (ie. current date +2). There may be a very simple answer to this question, but I cannot find it. Thanks! Sean
Can you purchase subscription to Zoho Forms as a Free Zoho Mail user?
Hi, I have signed up as a free user with Zoho mail and wanted to know whether I can subscribe to a Zoho Forms plan while still remaining a free user for Zoho mail? Thanks.
Can't add field to signup form
I m trying to create a popup form that will send the info to Zoho Campaigns. This works until I need to add a custom filed and I get the error below. I cant figure out how to correct it: the field is on my form, and it is also in Campaign as a field for the email list. How do I overcome this? Any help appreciated. Note : You can map a Campaign field only if there are corresponding fields in Zoho Forms.
An advanced visitor management system for your office reception
Through the changing times, security levels have increased in various facilities premises. Nowadays increasingly bother the value of safety such as workplace violence, corporate espionage, the privacy of every person within their property. The security and privacy because of more cruital elements. We know your solicitude about privacy and security and come with an advanced solution. An advanced visitor management system by Dorbuk can be used to implement an active visitor check-in process and monitoring
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