Assign alphanumeric values to fields with Choices in Zoho Forms
Hello! We have this problem with our Forms - CRM integration. In choice fields, the choices get duplicated or triplicated in the CRM and do not match pre-defined options in the CRM because in the form, the options are: different languages and/or more explanation to helo the user selecting. Zoho Forms already lets you assign a value to this choices. It is a numeric value and it is used with calculations. It will be GREAT to be able to assign an alphanumeric value, thus when the Zoho CRM integrationIntegrating CRM: When updating/creating record, how can I map the options selected to options pre-defined in CRM?
Dear All, I have made two forms in two different languages and I have integrated them with the CRM by mapping fields. So far, so good. The problem I am facing is that the form is adding the information to the record as it is and I can not find a way to map the sub-field options in the field. This is creating duplicate and tripled values becasue the option on the form is not exactly the same as the options in the CRM. The reasons to this are: language and that in the form is more detailed the option;Embedding on Web page
Hi, When I embed a long form through JS / HTML, an scroll bar shows up on the side which is not professional looking and not friendly at all. Is there a way to seamlessly auto-scroll the form? - JaoshRename Uploading Files
Is it possible by renaming the uloading Files to keep the original Filename (ZylkerPricelist2020.xlsx) with maybe a Prefix Fieldname (e.g Customer Number: "KD1234") Result: KD1234_ZylkerPricelist2020.xlsx Is there anyway to get this result by keepingHow to remove "Do not submit confidential information such as credit card details and account passwords. Report Abuse"
How to remove or change the wording of : "Do not submit confidential information such as credit card details and account passwords." "Report Abuse" "Powered by Zoho forms"How can I restrict moving to the next section when a mandatory field has not been completed?
Hello! I have many sections in a form and many mandatory fields. However, users are able to move forward to the next section without completing the mandatory field. This not only causes problems for rules and other automations, but also is a big headache when trying to submit the form. How can avoid this? I would like to restrict users to move forward if there is a mandatory field blank. Thanks! J.Salesforce integration user ID cannot be changed
We need to change the Salesforce user ID when integrating with Zoho forms. Removing the integration and re-applying to any form - even a new one - does not allow us to use a different Salesforce user ID. Could someone from Zoho please help with this issue as it appears to be a fault at the Zoho end. Thanks.Document Merge not working?
We use the document merge feature constantly during the day to prep reports for clients. Its not working today - tried different entries, tried different documents, tried to send it to different email address, checked spam - nothing. (For the past a month or two, we've been having random glitches: all of a sudden editing response via the email link stopped working and then started working again a couple of different times and now this)Trying to create a form that displays all active deals for that contact and allows them to update some fields.
I will explain what I am trying to do even further. So we have a deals module and in our CRM there are around 60 Franchisee Owners. Each deal is attached to a Franchisee Owner and are in certain stages (example: Appt Scheduled, Deal Lost, etc.). I am trying to build a form that displays the Company Name. Contact Name, and Created Time of the Deal (these are all fields in Deals Module) and allows them to update two fields (Notes and Status) then submit the information back. The end goal is to massReply-To on conditional reply emails
Hello. We have a bunch of forms setup. We are able to specify the From, To, CC, Subject. How do we set the reply to? The notifications default the reply-to as the inbox it's going to (IE sales@ourcompany.com). Other forms I've used in the past let you specify the reply-to. We'd like to set it as the email address the person filled out the form with. I have an image attached and we added the customer's email to CC so at least they know it went through and we can move that email to the reply to,Account is not active
Dear support team please help me my account not active so many data in there my account : fkkumjkepaniteraan@gmail.comGetting a "Failed to submit data. Please contact application owner." error message.
I'm getting a "Failed to submit data. Please contact application owner." error message box when I try to test my forms in Creator. I been trying to contact support but don't get a received auto response or a reply back for a few days now. Doesn't anyone know what this means?... is it a technical issue, do I need to subscribe? Any advice would help.Desk / Forms / Sign Integration
Hello We have an online form for customers to complete. We have enabled the integration between Zoho Forms and Zoho Sign which takes the customer straight to the esign document. Because you can only have 1 integration we are using Zapier to then create a ticket in Zoho Desk once the customer has submitted their form. Is there anyway for a PDF copy of the completed form to be attached to the ticket that is created within Zoho Desk like you can when you integrate Zoho Forms and Zoho Desk? Or isZoho Forms - Webhook Tests Successfully but does not upload file
Hello, I am utilizing a Zoho Form to execute a multipart/form-data Webhook. While it tests successfully. No files are actually uploaded in the process. I am utilizing PHP on the other end it works great on other forms where no file uploads are involved. The permission on the folder are fine but I am not sure how I can test what response is getting sent by the form. Any suggestions?Manage form Attachment - Google Drive - Re-authenticate with a different Drive Account
My zoho forms account is now linked with my google drive account and authenticated for 'Manage Form Attachment'. I want to use a different Drive Account. I don't see a way to un-authenticate and link another drive account. How do I do this? ChandreshOnly 3 left... order NOW! First come first served.
Maybe a big ask? however there may be a clever workaround I have not thought of, so here goes... We would like to have a form, where there are list of items for sale at a reduced cost. The item is selected via radio button, and on submit the item is paid for. Is there any way in Zoho Forms to limit the number of submissions allowed for any particular selection, is limited to a specific number? For example A Plate. We have 3 left. Only the first three people can select it, submit and pay for it,Too many responses on testing a form
I've got this message as I'm using a Hotmail email to test some forms I created. Does anyone know how it can be resolved. It tells me to contact the admin. I am the admin. You have responded above the limited amount of times.Form with Conditional Logic - duplicating fields only?
Hello, first of all thank you very much for this powerful platform. A little question about Zoho Forms. I'm creating a form with 2 options of fields: for Particular and Company Depending on the the first Dropdown selection (Particular OR Company). With the only difference the second choice selected (Company) should return additional fields. Here is my form: https://ecodominicana.com/yo-reciclo-365-rd/ Rule 1. Particular If Selection is Particular Then Show: Name Email Address Rule 2. CompanyEnhanced Date field in Zoho Forms
Hello everyone, If your business uses online forms for bookings or reservations, avoiding scheduling mishaps is a must. The date field on your form has to be flexible enough to display customized calendars to your customers, giving them a better idea about the availability of your services. With this in mind, we've enhanced the Date field in Zoho Forms to add more depth to its functionalities and make it possible to handle a wide range of use cases. With this latest update in our product, you canZoho Forms Themes CSS Missing Options
Just setting up some Zoho forms that need to look good and be usable on PC and mobile. Am liking the easy way you can Customize a theme. Unfortunately I am stuck with a couple of elements that I cannot see in the customize options: 1) The "instructions" text for a field (that you can use to give the user some help on filling out the field) appears in a very small font and I cannot see where to change it. 2) The font size of the text within a dropdown picklist - the default is much smaller font thanZoho Forms - Stripe Save Card
Using Zoho Forms, integrated with Stripe, when someone fills out a payment form, are you able to have them saved as a customer in Stripe, with Credit Card info saved too?Allowing users to select a "Remember my Particulars" option in Zoho Forms.
To be clear, we realize that some of this functionality can be achieved through pre-filled URLs, but I'm wondering if there's a way to achieve something similar without having to do that. Essentially, we send a link via email to several users to a form. The form can be filled in multiple times, and each time the user has to input their name and email address. So we're wondering if there might be a way to select a "Remember my details" option that causes the form to save the details the user entered.Re Order "All Forms" page?
Hi, I have a question... We have put iFrame forms on our website, that customers use most of the time, however if a customer rings with an enquiry, and one of our forms is the place we would send them, we will often open our website, navigate to the form page, fill it for them while they are on the phone. (Good customer service!) Alternatively, and preferred method, if we have open Zoho Forms, we will select the form to add a new entry. My question... We have quite a few forms, and they are listedGoogle Sheets integration
Hey everyone, I'm using ZOHO forms to collect customer data and in return want to post that data on a website. I tried embedding the "report" from ZOHO forms which looks great BUT I need the form to pass through the approval process before it's seen live on the website. The report is shown immediately. I have the form integrated with Google sheets as a backup of data and am considering using that, but my problem is now, how to I make it look good and filterable like the report. So my question isPrint on submit
We have a form, that I use in house (eg no customers use it ) that collect special instruction for personalising and a photo of the item to be worked on. All working fine. It will email, if we add email, inc attached pdf, etc. What I would like is... When the "submit" button is pressed, that we also send the pdf to our local printer, so we can physically attached a printed copy to the item. Is this possible? I know we can go into all entries, and print the page, but it would be so efficient, if whenIP Address not being returned with form data
Hi, I have set-up a basic voting form for a photo competition and set to return IP address & Geo location but when I look at the forms completed these fields are not present? How do I get this to work. I wanted to check on multiple voting from same IP. Also has anyone experience of setting up a simple voting form for website and any tips? ThanksZoho Forms to Zoho Desk Integration - File Uploads/Attachments?
Both Zoho Forms and Zoho Desk have the ability for a customer to upload/attach a file using a web form, and there is built-in integration from Zoho Forms to Zoho Desk, but the uploaded file in Zoho Forms does not make it over to Zoho Desk. Am I missing an integration step or configuration? Or is the integration between these two Zoho apps just not complete or seamless (yet)?Field hidden by rule does not capture value
Hi, I just discovered a weird behavior in Zoho Forms. I send a Forms that is propulated with hidden data through field alias (picklist 1, "Type" and picklist 2, "Who do you want to speak with?") The link looks like: link?picklist1=sumthing&picklist2=something Picklist 1 is hidden. If it's option one, then it shows picklist 2. If it's option two, it hides picklist 2. In both cases, the value prepopulated in picklist 1 correctly gets captured in Zoho Dorms. The problem is that the prepopulated valueCountry List - Shortlist & Phone Numbers
Hello I am creating a form for our new customers where we require the address and the form. Most of our customers are in the UK or Ireland. I don't want to put either specifically as the default country because it will be offputting to people in the other. I want to include the full country list, but it would be really helpful if United Kingdom and Ireland could be at the top of the list. Similarly, the same form has phone numbers. There is an option to default to a country or use the IP addressError Message in zoho docs: The server has encountered an error
We have a spreadsheet in the zoho docs area. Only two collaborators on the sheet. We keep on getting a yellow line across the top of the spreadsheet that says "The server has encountered an error. Please try again later." While this error is up, I can still edit in the field, but I can't use any of the menu items. The spreadsheet is also agonizingly slow to edit and move. Is this a spreadsheet problem or a zoho problem? Any help is appreciated. Thanks.Zoho Closed
maaf pak, saya indra, mau bertanya kalau formulir zoho tiba tiba closed,, dan tidak bisa digunakan itu kenapa ya? https://forms.zoho.com/mamualliminsruweng/form/AbsensiOnlineGuruSMS Notifications—Keep your respondents posted with quick updates
Hello everyone, Notifications and status updates are an important facet of maintaining a robust information channel with your form respondents. With SMS Notifications, sending them a confirmation message when they submit or update a response is now made easier. Be it an order confirmation, service request update, appointment confirmation, or anything that needs you to send a quick update, use text messages to keep the communication going. You can also set up workflows using form rules to send themTip #1: Convert form responses into Zoho CRM leads
How to convert a form submission into an entry for your Zoho CRM account? If CRM software is designed to help you handle your business easily, that means getting data into it should also be easy. Fortunately our Zoho Forms integration with Zoho CRM makes turning form submissions into CRM entries a snap. This article will show you how to create a new record in your Zoho CRM account using a form entry. Setting up an integration Once you've created the form , setting up an integration between the formTip #5: Create or update Zoho CRM records using a single form
How to create or update Zoho CRM records through a single form using the Upsert option? In the past, inserting or updating a record using form entries required two different actions. Sometimes, an existing record in Zoho CRM can be duplicated when the same information is again added as a new entry from the form. The solution in this situation is to use the newer values entered in the form to update the existing CRM record, rather than creating a new record (duplicate record) with the updated values.Higher resolution Zoho Form QR Code to allow crisp printing at larger sizes.
Hi, Simple question. I have a form that I wanted to put a QRcode in the shop window. All works fine, but I wanted to print it bigger and when you expand the image by any degree the clarity is lost. It still functions, just does not look crisp? Any chance of offering two sizes when creating the QRcode image, or the one that is generated, at a higher resolution to allow enlarging? Thanks BarryAuto fill date plus 7 days in Zoho Form
Hi, Help or guidance please... We have a simple form, with a date picker used to select a customer requested date for an item to be ready by. However in most cases I want it to default to 7 days from now, eg it will be ready in 7 days from the date we fill in the form. So I want to either auto fill the date field with today + 7 days or add a function to the formula that will do this. I cannot seem to find a list of date functions apart from the default list of datediff. Any suggestions or is it aAccess Field in Subfom for CRM Integration
Maybe I am overlooking it, but when I set up my integration with Zoho CRM in my form I cannot find the subform merge fields. How do I access the subform fields to set a merge?Zohoフォーム 同じページのどのボタンからフォームがクリックされたかを調べる方法
皆様、お力をお貸しください。 Zohoフォームで作成したフォームをCV設定していますが、 どのボタンからそのフォームに来たかを調べるにはどういった設定をしたらよいでしょうか。 ちなみにボタンは４つ設定しています。 出来れば、４つフォームを創るようなことはしたくないのです。 どうぞよろしくお願いいたします。I can't use Referrer Name in a form field or calculation
Thanks to Manish's help, I have now got the Referrer Name field to record the URL of the page that called up a form, e.g. https://domain/gated-content/?source=lbbo-department. Although I can see the Referrer Name field in a report or the Entries screen, I need to access it in one of the form's fields e.g. I would like to create a calculated field that says "if [Referrer Name] contains "lbbo-department", make this field "Little Black Book on Organising Your Department". How do I refer to the ReferrerWhat's new in Rules? Form rules for updated records, fresh UI and more
Hello fellow form builders, Creating rules in Zoho Forms doesn't only make your forms smarter and more efficient, it also acts as the ultimate time saver in your efforts to personalize the form-filling experience. To maximize the efficiency of rules, we've made a few tweaks that you will absolutely love: Form rules performed for updated form records Shift between rules New UI Form rules for updated form records Configuring form rules for workflows doesn't necessarily stop with assigning a taskNext Page
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Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill outTake control with geofencing: Manage form access based on location
Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to9 Ways to use Zoho Forms this Navratri
Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettableDedicated support for European customers
In today's data-driven world, protecting your data is paramount to sustaining business growth and maintaining customer trust. At Zoho Forms, we prioritize security and privacy, ensuring that your data is safeguarded to the highest standards. We are proudThe secret to collecting data from valid users
Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensures
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Zoho Forms showing fraud warning in Opera Browser
Hi, I am facing this issue from quite a long time that my zoho forms embed on my website is showing fraud warning in opera browser...it is showing in all other users who are accessing through opera browser.Zoho Forms and subforms
Hi I have made a Zoho form that integrates with my Zoho CRM by adding a record and the corresponding PDF I've created......part way through this form thuogh there is a question that requires me to fill out a different form if the appliance fails "So forMajor iOS issues when accessing forms via the browser
Hi, We have been using forms for some time, while the office staff are accessing the forms via the app on Android mobiles, we have a fleet of sub contractors that we would not like them having access to the main app as some of the forms are confidentialDynamic prefilling - webhook - with information from ZOHO CRM
hi Recently posted about a very exciting update 'Dynamic Prefill - Webhook' This is really great, you've been waiting for this for a long time my question, I want to send the webhook to our CRM system and return information from there What address shouldAutomatic Participant List Numbering on Thankyou Page
Hi everyone, I created a form from Zoho Form, but I want the action after submitting the form to show the number of participants. If in GForm you can use AppScript. If in ZohoForm, how to do it? Please help
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Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms
When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?" You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads. Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill outTake control with geofencing: Manage form access based on location
Hello form builders! Location-based data is not just about knowing where your users are—it's about making better decisions. With Zoho Forms, you can now collect your respondents' coordinates and define virtual boundaries, limiting form submissions to9 Ways to use Zoho Forms this Navratri
Hello form builders!Navratri is almost here! It is a time for celebration and culture in the Indian community, and organizing such a grand event can be overwhelming. But with the right tools, you can streamline the process and focus on creating unforgettableThe secret to collecting data from valid users
Collecting accurate data is crucial for making informed decisions. Zoho Forms offers two efficient ways to validate user data and ensure that you collect entries exclusively from valid users. Double Opt-in: Double Opt-in is a privacy feature that ensuresZUG (Zoho User Group) In-person Meetups - Maximize Data Efficiency with Zoho Forms & Beyond
Hello Zoho Community, Join us for our upcoming meetups in ANZ, where we'll dive into seamless data handling and maximizing efficiency through Zoho Forms and beyond. Explore the potential of Zoho Forms customization and integration, from mastering the