Is it possible to mark an assigned task complete and remove form task list?
I am new to Zoho forms. We have created a form that is associated with a rule to assign a particular task to a user, which is tracked on the form itself. Once the user completes it's tasks on the form and hits submit, it still shows under his task list. Is there a way to have the task marked as complete and removed from the task list? The only option was to assign the task to the super admin, but it then shows under the super admin tasks. Any help on this will be greatly appreciated.Matrix fields at IOS
Hi, I love the way matrix fields are working, but when we use Forms at iPad, the matrix table dont adjust for the wide of the screen of an iPad. It just two of the column that shows, so the user have to slide to get the 3.th and 4th column. It seems that is lots of space so its not problem with that. Is it possible to adjust this or not?Zoho Forms for emailing
I created a form in order to email to leads to complete. When I view the form while I'm signed into Zoho, then the form shows up with a URL of https://forms.zoho.com/[COMPANY NAME]/form/[NAME OF FORM]. If I view in a private/incognito window the URL changes to https://www.zoho.com/forms/?serviceurl=%2F[COMPANY NAME]%2Fform%2F[NAME OF FORM] and the website is the Zoho forms website Please help.Import field options from Zoho CRM to Zoho Forms
Hi Devs, I am creating a Zoho Form which I want integrate with Account Module in Zoho CRM. How do import the fields dropdown options from the Zoho CRM to be the options on Zoho Forms. As we have some information that change over the time It´s to risky to remember everytime I change the field option on Zoho CRM I have to update for exactly the same option on Zoho Forms. Is there any way to do it automatically? I am just creating a new form on Zoho Forms because the webform on Zoho CRM do not allowCan a form create an invoice in books or have a field that can pick from products or items?
I am trying to set up a form that can either create and invoice in books, or have a field that is populated by either products from crm or items from books.Integrating Zoho Form data with Zoho Creator
Hi folks, I'm wanting to push data submitted via Zoho Forms into new records on Zoho Creator. Can I use webhooks for this without using a third party like Zapier? Thanks CallumSub forms
Is it possilble to make subforms in a form. I want to do an inspection and i have several findings in this inspection. For each finding i want to registrate the following: finding responsible date photo or drawing Is this possibel, thank you for your answerIn free zoho form plan - 500 is the yearly limit or monthly for form submissions?
I am using zoho forms (free plan), it shows 500 submission. Are these 500 submission/month or for whole year?Zoho forms link not working
I have linked Zoho form page to collect the order on the facebook page. Few times it works and few times it doesn't work. Please help me with the issue. This may affect my business.My forms are shared but a user cannot see them
Hello, Our company recently joined Zoho. I am testing some forms. I have shared them with all users but one of my users cannot see any apps at the moment. Yesterday they could. On the App on their phone, on the forms tab it just says "Create new form". First of all, why can they not see the forms I made that I want them to fill out. Second, I do not want them to be able to create forms, only fill them out. They downloaded the Zoho forms app, is there a different one they should use? Sincerely, KristiePaypal and Stripe payments not working.
Hello, Recently the paypal and stripe payments option on the zoho forms has stopped working. The payment platform doesn't process the payment after the form is submitted. I have tried removing it and then redoing the payment section and making sure all the account information is correct with no luck. Please see the link below. Please advise how to resolve this issue. Thank you. My Zoho FormMy respondent cannot see any forms on their mobile app
I have shared forms will all people in my organization. My respondent cannot see any forms on their mobile app. Only when they go no a computer. How do I fix this? KristieUrgent!
Hello, I have a question. Using Zoho Forms, we have a chance to differ the next item taking into account the previous's item answer? Thanks from now. RegardsHow do I customize the name of a PDF sent to me with each form submission?
Hello, So I currently have PDFs sent to me for each form submission that I get through ZOHO. The form defaults to the title "joinus.pdf" which I assume is associated with the title of the form I created. Is there any way to customize the title of the form that is sent with the form submissions to reflect data that is entered. For example I want to forms to be saved in a format that includes the name of the submitter and the date submitted. Is that something that is possible?Fancybox or Similar
Hello! Is there an easy way for me to integrate my form onto my website using a lightbox effect (fancybox or similar) I have limited coding knowledge, but do have access to the cpanl / source file. ThanksTrack and engage your website visitors with our new Zoho SalesIQ Integration!
Hello all, We've got a fresh new integration for you! With our new Zoho Forms–Zoho SalesIQ integration, each time a visitor fills out a form on your website, their details will push to Zoho SalesIQ for enhanced visitor tracking and insights. Now, you can personalize your live chats even more, and customize your follow-up emails with better context. To learn more about how to enable and use this integration, we are hosting a free webinar on Wed, Dec 6. Register Now Looking forward to seeingAdd URLs and insert line breaks
I'm creating a form in Zoho Forms and would like to provide the user with some instructions that include 2 hyperlinks. I'd also like to be able to add line breaks to the question. Unfortunately it only allows me to have it all on a single line and with no hyperlinks. See below: Something like this would be better: Our office is located in Houston TX. How many hours ahead (or behind) of us are you? *You may use this online took to calculate. Here are easy to follow Instructions. How can I do this?How to Update PDF after customer edits their response
I am allowing the customer to edit their response on a custom form and I need a new PDF reflecting the new info. How can this be accomplished?Zoho forms not sending confirmation mail after submit?
Zoho forms not sending confirmation mail after submit.its paid subscription.Any fix available?How do I get the html code for my new form?
How do I get the html code for my new form? When I try to download it just downloads a version of the form itself. I need the codw to embed in my websiteRecovery button
Preciso de ajuda urgente, exclui um campo sem forma e, por isso, perdi informações na entrada sobre todas as outras ações, há alguma maneira de reverter isso?WebMerge upon Form Submission
So it seems the only way the WebMerge works is when you go into all entries and manually merge it. Is there an option to have this automatically happen upon record submission?Zoho Form - Integration WebHooks
It looks like Zoho Forms integration WebHooks never get called on form submission. Is there any way to trace what is happening? My WebHook works in Postman so I know it is accessible.Updating ZOHO CRM via ZOHO Form integration once someone has made edits to their original form?
Scenario: We fill in a form on the behalf of a customer. The customer is sent the share link that enables them to edit the form we have pre-filled. This pre-filled form is integrated and updates ZOHO CRM Custom Module When the customer enters new data or updated data into the form and clicks submit, why doesnt the integration happen again in ZOHO CRM? Basically, why are edited forms only integrated on their first submission but not on subsequent submissions too?Zoho Forms - Payload Parameters Php Function Get and Post method
Need to pass the payload params and fetch those data using PHP function via webhooks.kindly please helpHow to store file in folders?
Hello! I use Zoho Form to collect data and files. Currently I have only managed to work with one general folder for all orders, but unfortunately, this is not very useful for me. I would need to know if there is any possibility of automatically creating a folder for each approved order where we have the attached files. Thank you very much in advanceGoogle Docs Integration
I love the integration capabilities of Zoho Forms with Google Docs. A question though, when attaching files to a Zoho form and submitting, with Google Docs integration, where 'are' the file attachments stored on the Google side? In other words, I can open the target Sheet in Drive and see the various URL links to the documents stored in Drive 'somewhere', but I don't see them in the files list, or in their own folder in the target account. Where are those files and under what security contextZoho and wix integration - Web forms
Hi, I've made up a Contact web form and i've embedded it in our wix company website. It appears at the page correctly and i can fill in data but it doesn't seem to sync with Zoho. What can be the issue? How can I solve it? ThanksContact form with subscribe to newsletter checkbox
Hi, I want to make a couple of contact forms for our website, using Zoho Forms. I'll be asking some more info about them and i want them to indicate whether they want to subscribe to our newsletter or not. How can i incorporate that to the form and link it to Zoho CRM? ThanksWebhook - parameters are not attached in Zoho Form
Hi, I have created a form in Zoho Form and tries to insert that record detail into my Zoho Creator Application. As there is no direct integration between the Zoho Forms and Zoho Creator, I used webhook with the creator add record restapi. I have attached some parameters to be send to the creator. The problem is a new record is inserted into the creator application but the attached parameters value are not send. If anyone knows the answer, reply me to solve this issue....Super Admin - View all Forms
Hi, I've searched the community forum for this answer but I couldn't find it. Is it possible for a SuperAdmin to view/download all the forum entries for other forms assigned to different users? In the image above I'm showing 4 users 3 being admin and one SuperUser. What I want to do is simply be able to see the entries of the other Forms. Jaz, Gagan and Pratik. Is this possible? Regards, SebHow to add more fields to an existing form which respondents have filled already
Hi All, I recently created a form where I received over 100 entries. I need to create another form which is to be filled by the same audience except that this time I just need to get some additional information like their date of birth and wedding anniversary? actually am just adding 3 new fields to the existing form. How do I get the users to fill the form without having the users re-enter their information again thanks for your supportAllow record updates in existing modules
With the field aliases introduced earlier, it should no longer be a problem to allow record updates for custom modules. The record ID can be easily inserted as a field alias in the url via a workflow script and placed in a disabled field on the form. You already have implemented a possibility to update existing records in predefined modules, so this should be an easy update to greatly improve form functionality.Copy a Form Page?
How do I copy a whole page of a form vs. duplicating field by field? FOR EXAMPLE: I'm creating a Quote form for home staging. Each page is a room of the home, and contains fields with checkboxes (furniture needed), a value calculation, a place for notes, and places to upload photos. I've created a page for "Bedroom 1" that has at least 6 fields, all programmed to do different things. I'd like to copy the whole page (or be able to highlight more than one field at a time to copy) to create a newForm Attachment to custom module in Zoho CRM
Hi All, I have integrated Zoho Forms with a Custom Module at Zoho CRM. All data fields mapped to Zoho CRM. After filling in a form (with attachment) the attachment is not visible in the custom module. If I link it to the Contact Module in Zoho CRM the attachments are nicely visible after filling in the form. Am i missing something, or did I found a bug? Have a nice day! MartijnRules & Fields Doubt
Dear sirs, I have just adopted Zoho and I am really excited about the great potential of the platform. However, I recently stumbled against a little problem I haven't been able to overcome. I would like to ask your help, please. I am developing a Placement Test for students of an English class, and I would like it to be responsible to an initial questionnaire, so the test will be different according to each student's score. Basically, I created a formula to calculate the score of the questionnaireUrgent!!
Hello all, I want to prepare an education plan and for this plan, I want to prepare a form which includes 10 lessons. But I want that each participants can choose up to max. 5 lessons. How can I do this? Thank you.Outgoing emails to btinternet or talk21.com blocked.
I need someone to contact me on asap on +44 7704 988444. I have ongoing problems emailing members with either a btinternet.com or talk21.com email address. Every time I return the email that has come into my email account - info@newa.expert it says its undelivered for some reason. Please please please can you help me on this aspect. Many thanks David Haley NEWAZoho Form Spam
As many other people have noted, we are having problems with 20+ spammy leads coming in daily. This has been happening more and more over the past few weeks. We do have a captcha enabled, but it does not seem to be stopping anything. This is really a pain and a waste of time. Can something please be added to perhaps block spam better?Export Option in Zoho Forms
I created Zoho Forms based report and use the share option to generate a Report Permalink . When this permalink was used on a website, I was able to view the report successfully but the Filter, export and print settings are missing. Is there any setting to enable these options ?Next Page
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Important update in Zoho Forms: Enhancements for improved email deliverability
Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.comTip #10: Automatically add tags to Zoho CRM records using form responses
You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include aUnique and Random IDs in Zoho Forms: Organize and Secure Your Data Efficiently
When it comes to form submissions, organizing and identifying entries effectively is crucial. Zoho Forms offers two versatile ID generation options for submissions: Unique ID and Random ID. Each serves distinct purposes, providing flexibility to meetTip #2: Prefill forms automatically with existing Zoho CRM data
How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM2024: A Year of Transformation with Zoho Forms
As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were all
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Projects Integration - how can I bring the submitter of the form into Zoho Projects?
I've spoken to Zoho several times about this but they've been pretty useless and taking ages to respond to the ticket. I have a form set up in Zoho Forms and when this is submitted, it auto-creates a task in a project in Zoho Projects via the ProjectsHelp with cookie code, utm variables are overwritten on every page load with new variables
Hi all, My goal is to track the very first web page that a user visits, and store those utm values throughout all of the future visits until a lead form is submitted. That way, if a person is retargeted, I can still attribute the very first visit as theGoogle ads and zoho forms thank you page 2025
We have implemented CNAME in zoho forms. Google Ads wants us to run a thank you page, and they require that thank you page be hosted on the main domain and not the sub-domain. Is there a solution to this? Called to support and they had no idea how toPossibility of Recording CookieConsent in a Hidden Field in Zoho Forms
Dear Zoho Forms Team, We are using Zoho Forms on our website and have encountered a technical question related to GDPR compliance. Currently, we have Google Tag Manager installed, along with a script that tracks UTM parameters and GCLID. To comply withZoho Forms - Shared Forms
I chose SHARED FORMS and noticed "Enter atleast" needs a space to be correct.
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Important update in Zoho Forms: Enhancements for improved email deliverability
Hello, form builders! We would like to inform you about some changes we're making in Zoho Forms to ensure the deliverability of your outbound emails. Changes to Gmail policies Gmail has updated its DMARC policy which quarantines emails sent with gmail.comTip #10: Automatically add tags to Zoho CRM records using form responses
You may be using tags to filter records, create reports based on specific tags, or let your sales team to know which clients to give priority to. Don't skip tagging for the crm records added via forms. The tags can be set to be automatically captured during the form submission. How it works When you set up a configuration to push form entries into CRM, you can add a tag to them automatically. The tag value can vary based on the respondent's input (captured using form fields), or you can include aTip #2: Prefill forms automatically with existing Zoho CRM data
How to automatically prefill a form with existing Zoho CRM data? Prefilled forms can be useful when you want your prospects to view and confirm their data, and in a wide range of other situations. In Zoho Forms, we prefill the fields with the values from Zoho CRM using the Zoho CRM field. What is a Zoho CRM field? A Zoho CRM field acts as a two-way communication channel, by sending data to Zoho CRM from forms and fetching information from CRM into Forms. The field will look up data from your CRM2024: A Year of Transformation with Zoho Forms
As we close the curtain on another exciting year, it’s time to reflect on the strides Zoho Forms has taken in 2024. From empowering businesses with advanced tools to simplifying workflows and enhancing user experiences, our updates this year were allTip #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 out
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