Field still mandatory
Good morning. I am trying to edit a form in our account. There are two fields that we had marked as mandatory that we need changed to optional. I have unchecked "mandatory" and saved the form, however, I'm still unable to submit the form without filling out those fields. Any ideas?Need multiple users to be able to "Merge" form responses
Hello, We need to be able to let multiple users manually "Merge" form responses. I'm assuming that means that we need multiple owners which i see you've said multiple times is something you are working on, but I was hoping there might be an update on when this might be ready (plus I wanted to add my vote to those who say this is a much, much needed feature). Thanks, HeatherMulti step registration form
Hi, Here is my requirement. Please let me know how to do it. It is for a non-profit event. Assume it is a 7-day event. 1) Day-1 we register all the users with basic contact info. 2) Also, mark Day-1 attendance. 3) 2nd day onwards, when the participant comes, we ask phone number. Search participant by phone number, participant info shows up. Mark 2nd day attendance. 3) Continue attendance for all other days. 4) Generate excel report with attendee details and attendance in one row. Please let me knowDocument merge from different forms
Is there a way to output a document that collects multiple data sources (forms) ? I have fields from one embedded form on a website that i want to merge with data from fields that are embedded on a separate form on the same website.I can't to Upload my picture on Zoho form
I can't to Upload my picture on Zoho form but this form is not valid.Custom filter for Today and on
Sorry if this has been asked multiple times before but i'm having trouble finding it. I'm trying to make a custom filter that pulls from a certain field that has a date of today and forward. I'm thinking but don't know how to do a value of today but something like. Field Name: Field your working with Comparison: Greater than or equal to Value: Current date (have rerport have automatically fill in the day your looking at the report) ThanksEdit Entry - then export as PDF with logo
Hello, We have our forms set up such that the PDF created has our company logo in the header. It looks great. However, occasionally we need to edit an entry to add more detail. After we edit the entry, I cannot find a way to make the PDF look nice, with our company logo. The exported PDF on the "All Entries" register does not have the logo. Can someone help to advise how we can edit an entry, and still export a PDF with our logo? Thanks!Filing completed forms onto Google Drive as PDF (or any readable format) automatically
Can ZoHo Forms file a PDF copy of a filled out form onto a Google Drive Folder and generate a new file name per submission. i.e. When a form is filled a PDF version of the form is automatically filed into a specific folder onto Google Drive Thankszohopublic.eu
Hi, We use Zoho forms for our unsubscribe form in emails amongst other things, however we have found that the domain zohopublic.eu is on a few blacklists including spamhaus, as is zfrmz.eu. We cannot use these while they are blacklisted for fear of it spreading to our own domains - can someone look into this please?Applicants unable to submit their forms
We have had a number of people complain that they are unable to submit the form. Often they get an "error 404" and all or some of their data is lost when they hit the "back" button on the keyboard. The error does not seem to be associated with browser or OS variations. I have sat with three of these people and ensured the form has been correctly completed and seen the error message. I have then used my own laptop and mobile internet and been able to submit with no problems. The applicants areTip of the fortnight 9 - Compelling practices to optimize your customers' payment experience
Hello everyone, Digital payment has dominated the marketplace. That's why, when you're creating your online payment forms, there is a lot more you should be doing to upscale conversions beyond simply collecting payments. Yes, besides the marketing strategies you follow to drive traffic to your website, shed focus on designing your forms with interactive UI, intuitive fields, and a flawless workflow. Today, I've put together six tips for creating your next payment form. Do you ever ask yourself,Integrate Zoho Form to Zoho Desk
Hi, I had a call with tech support the other day and she was great in showing me how to setup and map the integration between Zoho Form and Zoho Desk, however, she was going so fast I wasn't able to write down everything. Is there ANY article or somewhere that will give me step-by-step directions?? Desperate!Can I dynamically prefill hidden fields?
Hello there, I want to use Zoho forms to collect feedback from the users after they login. I want to implement it by directing the user to a form prefilled with hidden login details (username/emailid), so that I do not have to ask the users about their login details again in the form. Can I do that?36 rules and I'm stuck on the final one
It would be a long and unclear to put my issue into writing so I've done a little video that explains my problem. https://www.loom.com/share/250d02b293184842a5b2218f45a7827a Thank you in advance and I look forward to hearing your thoughts.Tip of the fortnight 8 - Streamline your payment form's checkout process for improved conversion
Hello fellow form builders, Successfully processing payments without you even having to enter a line of code, we are payment forms ready! Are you? Before adding a payment field in your form and calling it a day, it's important to consider the negative impact that complicated and poorly designed payment forms can have on your conversions. In today's market, customers expect the ability to easily make payments as soon as they are done adding items to their cart. Based on the above stated facts, makingFormula - Percentage calculation
Hello, What is the formula for adding a field (2 values) in percent ? Thank you for your information.how to remove zoho branding in zoho form
Hi, We want to use Zoho Form with Paid version but don't want to show Zoho branding. My question is: 1. How can we remove Zoho Branding? 2. Can we use our company logo, if yes then how? Thanks Vinod KumarHow do I sort by last name?
Hello! We love Zoho Forms, but it can't seem to do the most simple task: sort by last name. When you use the Name field in the form builder, it automatically asks for First Name, Last Name. When you view the data in the field after submission, it is entered as "Bob, Smith". In the All Entries menu, you can only sort that field as "asc" or "des", which sorts by first name only. How can you sort by last name in Forms?? Thanks, Julie at Morehead-Cain FoundationTip of the fortnight 7 - Tips for creating optimized confirmation emails
Hello fellow form builders, *Scenario of form submitters after they click the Submit Button* Okay. The submission seems successful. Wait! Did the buyer confirm my order? Did I change the size back to "L"? Did I enter my email address correctly? These are the kinds of things your customers think when they are left with nothing but a submission screen staring at them. Confirmation that they have placed their submission correctly is a relief, and displaying the complete purchase details builds trust.View filled in response
I would like to have a pdf of the respondends filled in response, but a full view of the questions and the answers so that I can print it out and put it on file. How do I do that? Many thanksDoes Zoho Forms integrate with Zoho Projects
Hi Does any know if I can integrate Forms into Projects? I have a Client User on Projects that I want to share a Form with in the documents section of projects. Not sure if I can do this or not? Thanks,Tip of the fortnight 6 - Conditional emails based on form inputs
Hello fellow form builders, If you're looking to craft hyper-personalized emails based on your customer's form input, this is the guide for you! Here's a common scenario: " I need to fire different email content to a large number of customers. Do I do this manually, analysing their form inputs and then toiling away sending them emails with different content? " Nope, not necessary. A simple, rule-based email setup can provide the solution. Email notifications in Form Rules lets you create conditionsMobile App
I'm running some tests before we add zoho forms to our workflow. I have made several forms. I have download the app I can add entries to some forms on the app but other forms I get a ""new features on the web are still under development in the app. You can't view them here, but we're working on it" Is there somewhere to find out what those are so I can avoid them if necessary??Your policy regarding "suppressed" email delivery addresses
Hi guys. I am involved in a small dispute with one of your competitors concerning form deliverability. I have some hundreds of forms, each set up to email one or perhaps two addresses. Recently I found out that a couple of the forms were failing to deliver entries to their specified addresses. It transpires that this provider had added these addresses to an internal "suppression list" - after they bounced. I understand that entirely, but what I do not agree with was their failure to inform me, orFAQ
Is there any FAQ for Zoho FormsZoho Forms to Zoho CRM - edit response
We have a zoho form that our employee starts and submits, and then a day or two later, they "edit their response". I have the zoho form integrated with the zoho crm. I submitted a response and it made a new record in the proper module (yay!). But when I tried to "edit my response", it doesn't update the crm with the new answers - is that correct? If that is how it works right now, it would be awesome if it did work that way :) Thanks.Paypal.me
Can I use a paypal.me address instead of an email address when setting up the paypal payments?Zoho Form NO ACCEDE A FORMULARIO
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 acceptTip 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 autoresponderSub 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 multipledate 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 followSome 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 appearTip 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 yourNext 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 forGrouping of Multiple field types
I looking group different field types as shown in the image. How do I do this in zoho forms?Connect Forms to CRM
How do I connect information and files submitted through forms with a customer profile?Major 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 confidential
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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
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