Introducing Form Rules

Introducing Form Rules



You can now customize your Webforms and the Candidate Application Form using the all-new Form Rules. This lets you add flexibility and control by enabling conditions and actions based on candidates' input.

Why use Form Rules? 

Form Rules empower you to create a personalized and clutter-free experience for candidates by personalizing the form content based on their input. This reduces the submission of irrelevant details and improves candidates' experience by only displaying necessary fields.


Here's How it works

Form Rules are configured by defining conditions and actions within your Webforms.

Scenario: Experience Level-Based Fields

Not all candidates need to fill out the same details in their application forms. For example, a fresher may not have extensive work history, whereas an experienced professional might need to provide detailed information about past roles and projects.

Solution: Use a Form Rule to adapt the form dynamically based on the candidate's response to the "Current Job Title" field:
  • If the candidate selects "Fresher," fields such as "Experience in Years," "Current Salary" and "Work History" remain hidden, simplifying the form for those just starting their careers.
  • If the candidate is experienced, these additional fields are displayed, allowing them to provide detailed professional information.
This approach ensures that candidates only see and fill out fields relevant to their experience level, reducing unnecessary input while improving the accuracy and relevance of collected data.


Configurable Actions 

You can trigger actions in a form rule when specific conditions are met. Triggerable actions include:


  1. Show Fields or Sections: Personalize the form layout based on conditions.
  2. Set Mandatory Fields: Ensure crucial details are always captured.
  3. Request Attachments Dynamically: Collect specific documents when needed.
  4. Show Tabular Views: Organize structured data like previous job history in an intuitive format.
Notes
Note:
A single condition can include up to 25 actions.

Form Rules for the Candidate Application Form 

Form Rules aren’t just for Webforms—they extend to Candidate Application Forms as well. You can show or hide fields, set them as mandatory, and request specific attachments, just like in Webforms.



With Form Rules in the Candidate Application form, you can
  • Personalize the form based on candidate inputs.
  • Collect relevant and accurate data.
  • Simplify the application process for candidates.
Notes
Note:
Form Rules must be configured separately for Candidate Application Form via Setup > Career Website > Candidate Application Form.
Refer to the help article for more details. If you have any questions, suggestions or require assistance, please reach out to our customer support team at support@zohorecruit.com.
 
Regards,
Team Zoho Recruit


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          • Sticky Posts

          • An update to improve email delivery | Email Authentication & Relay

            Update Rollout Latest Update: Enterprise users (8th July, 2025) This update is now live for Enterprise plan users in all regions. This includes People Plus, but not Zoho One, which will be covered in an upcoming update. Professional users (31st May 2025)
          • Zoho Recruit User Group Meet-up | INDIA 2025 (Venue Finalised)

            Hello Zoho Recruit users from India, We’re pleased and excited to announce our 2025 edition of Zoho user group meet-up in India in five cities! In this meet-up, our team of experts will help you understand the intricate nuances to use Zoho Recruit better,
          • Zoho Recruit is coming to the UK | Zoho Community Learning Series

            Customers from the United Kingdom, Exciting news: We will be in London for the Zoho Recruit user meet up. Our team will help you better understand the intricate nuances of Zoho Recruit to help you hire faster, inform about new and upcoming features, and
          • Ask the experts - A live Q & A discussion on Zoho Recruit

            We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based
          • Restriction on 'From' addresses with a public domain

            Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about some important updates regarding email restrictions within Zoho Recruit. Effective post 31st March 2025, we will be implementing changes to the use of email

          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Merge Tickets Directly from Contact Page in Zoho Desk

                                    Dear Zoho Desk Support Team, We are writing to request a new feature that would allow users to easily merge tickets directly from the contact page in Zoho Desk. Currently, the only option to merge tickets is from the Tickets list view page, which can
                                  • Full Hebrew Language Support for Client-Side Zoho Assist Interface

                                    Dear Zoho Assist Team, We would like to request an enhancement to Zoho Assist's client-side interface to support full Hebrew language customization, including all popups, notifications, and session-related messages. Current Limitation The Join page allows
                                  • Ability to Set Text Direction for Individual Cells in Zoho Sheet

                                    Dear Zoho Sheet Team, We hope you are doing well. We would like to request an enhancement in Zoho Sheet that allows users to set the text direction (right-to-left or left-to-right) for individual cells, similar to what is available in Google Sheets. Use
                                  • Add RTL (Right-to-Left) Text Direction Support Across All Zoho Learn Editing Interfaces

                                    Hi Zoho Learn Team, Hope you're doing well. We would like to request an important enhancement to Zoho Learn regarding support for right-to-left (RTL) languages such as Hebrew and Arabic. 🔹 Current Issue While the Knowledge Base Article editor provides
                                  • Add Hebrew Support for Meeting Transcripts Provided by ZIA in Zoho Cliq

                                    Hi Zoho Cliq Team, Hope you're doing well. We would like to request the addition of Hebrew language support for the Meeting Transcript and Summary feature in Zoho Cliq. Currently the transcript and summary feature is available for recorded meetings and
                                  • Remote Control Functionality During Screen Sharing in Zoho Cliq

                                    Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control
                                  • Real-Time Screen Annotation During Zoho Cliq Screen Sharing

                                    Hi Zoho Support Team, Hope you're doing well. We’d like to request the addition of real-time screen annotation tools during screen sharing sessions in Zoho Cliq video calls. 🔍 What We're Looking For: The ability for the presenter—and optionally, other
                                  • Centralized Organization Information Management in Zoho One

                                    Dear Zoho One Support, I'm writing to propose a feature that would significantly improve the user experience and streamline data management within Zoho One. Current Challenge: Currently, managing organization information across various Zoho One apps requires
                                  • Enhance Zoho One Conditional Assignment to Fully Reassign App Settings When Changing Departments

                                    Hi Zoho Team, We’d like to submit a feature request regarding the current behavior of Zoho One’s conditional assignment logic when moving a user between departments. 🔧 Current Limitation As it stands, Zoho One’s conditional assignment does not remove
                                  • Add RTL and Hebrew Support for Candidate Portal (and Other Zoho Recruit Portals)

                                    Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to set the Candidate Portal to be Right-to-Left (RTL) and in Hebrew, similar to the existing functionality for the Career Site. Currently, when we set the Career Site
                                  • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

                                    Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
                                  • Add Hebrew & RTL Support to Feedback Widget

                                    Hello Zoho Desk Team, How are you? We are using Zoho Desk and would like to utilize the Feedback Widget. While Zoho Desk itself supports Hebrew and RTL, the Feedback Widget unfortunately does not. We kindly request that Hebrew and full RTL support be
                                  • Ability to Filter Alias Mailboxes in Zoho Recruit

                                    Dear Zoho Recruit Team, I hope you are doing well. We would like to request a feature enhancement regarding the handling of alias mailboxes in Zoho Recruit. Currently, when we connect an alias mailbox (e.g., jobs@domain.com) from our Zoho One account
                                  • Automatic Department and Employee Sync Between Zoho One and Zoho People

                                    Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.
                                  • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                    Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
                                  • Prefered Bin Missing in android APP

                                    Andoroid app dosent show preferred bin in the picklist. The workaround support reccomend is to use the computre to create the picklist. it shuld be information to be shown aas basic for the pciker.
                                  • Open Sans Font in Zoho Books is not Open Sans.

                                    Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The real
                                  • Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

                                    As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates
                                  • Write-Off multiple invoices and tax calculation

                                    Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
                                  • Reusable Jira Connection for Multiple Zoho Projects Imports

                                    Hello Zoho Projects Team, We would like to raise a concern and submit a feature request regarding the Jira → Zoho Projects migration process, specifically around how Jira connections are handled. Current Behavior: When setting up a Jira connection for
                                  • Zoho invoice doesn't support Arabic language

                                    I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.
                                  • Recurring Invoice Placeholder Not Updating Billing Period

                                    Hi, I’m using Zoho Invoice Free and want the billing period to update automatically in recurring invoices. In Item Description I tried: Billing Period: %(m-6)% %(y)% to %(m-1)% %(y)% but even if the invoice date is in 2026, it still shows the period based
                                  • Work Type - Limitation

                                    Hello, I'm setting up work types and have noticed, a limitation on the parts area to 10 lines. Can this be increased to 20 or greater? In addition to this, when I attempt to add the work type to a work order, the correct labour hours doesn't flow through.
                                  • Related list Mobile Device

                                    Hello, We use an the Zoho creator application to make reports linked to Accounts. On the computer: it's easy to go the Account and see all the created reports in the related list below On iPad/Phone ZOHO CRM APP: we cannot see the reports on those accounts
                                  • Can't update the company address in zoho invoice

                                    Dear Sir/Madam, I want to update the company address in Zoho Invoice but failed. It popped out a sentence "Invalid value passed for Website". Please advice how to solve this problem. Thank you.
                                  • Ensure Consistent Service Delivery with Comprehensive Job Sheets

                                    We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
                                  • Is there a plan to allow for the hierarchical organization of Customers / Companies in Zoho Billing?

                                    We have a few customers who have organizational structures that we haven't quite found a way to deal with in Zoho Billing. In CRM, these sub-companies (or subsidiaries or whatever you want to call them) all have another CRM account as the parent account.
                                  • 【Zoho CRM】作業リスト機能リリースのお知らせ

                                    ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、作業リスト機能リリースのお知らせ情報をご紹介します。 目次 作業リスト機能 概要 機能① 自分の未完了の活動 機能② 処理待ち 機能③ 自分の作業リスト 作業リスト機能 概要 営業チームでは、CRM内に業務やデータが分散しているため、管理が煩雑になりがちです。この断片化は、機会の見逃しや生産性の低下につながります。 作業リスト機能は、タブを横断する業務項目をひとつのカスタマイズ可能なダッシュボードに集約し、業務を効率的に管理できるようにします。
                                  • Pipeline.Company Name field shows up as numbers! [Bigin Developer Console > Component > URL]

                                    Hi there, I am setting up to invoke URL to send infromation zoho bigin > zoho forms with company name pre-fill in the form. however when I use : ${Pipelines.Company Name} field it shows up as a string of number instead of words. Help.
                                  • SalesIQとPageSenseの利用について

                                    初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。
                                  • Emails sent through Bigin are not posting in IMAP Sent folder

                                    I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or
                                  • Parent-Child Tickets using API or Deluge

                                    Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the
                                  • Customer ticket creation via Microsoft Teams

                                    Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
                                  • Closing connected ticket after closing WA conversation

                                    Hi, At the moment, once someone sends a message to our WA number, a corresponding ticket is automatically created. After the question is answered, our support department closes the chat/conversation. However, after that, the connected ticket is still
                                  • Note sync turn off

                                    Hi, Is it possible to turn off notes sync between task notes and the parent module? (Account/Deal)
                                  • Basic Plan Active but Survey Creation Still Limited to 3 Surveys

                                    I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, however
                                  • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

                                    Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
                                  • Territory Assignment Issues (Lead to Account + Contact)

                                    1. Lead → Account & Contact Territory Assignment on Conversion A Lead is automatically assigned one or more territories using a workflow and Lead Assignment Rules. This works as expected, and we are able to assign multiple territories to a Lead automatically.
                                  • 2025 in Review: Powering Field Services Forward—One Feature at a Time

                                    As 2025 draws to a close, it’s time to pause and reflect on a year of meaningful progress at Zoho FSM. This year was all about listening closely to our customers and partners, building with purpose, and continuously improving the way field service teams
                                  • Syncing with Google calendar, Tasks and Events

                                    Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
                                  • Next Page