Importing data to create Forms possible?
Is it possible to import the spreadsheet document that was downloaded from a Form? To clarify, I downloaded several forms and now have an Excel file. I then added more information to that Excel file. Can I then upload it back unto Zoho Forms? I want itNotification Emails (How to remove blank fields)
Hi, 1. We designed a form with approximately 40 fields. Our intention is to display only the selected fields when someone submits the form, rather than presenting the entire form. To achieve this, we implemented Form Rules. However, we encountered anZoho Forms Saved Entries... Only Available to Form Owner?
Trying to find information if the Saved Forms is only available to the Form Owner, or if they are available to each logged in User... and would show for each (not just the Form owner) based on who submitted it. Seems strange to only show for Owner, but I get it. However, it would be ideal if each User was able to see their own Saved Forms. Otherwise, I guess the only solution would be to create multiple instances of the same Form and then assign each User their own Form? LOL Any details would beAccess to ALL ENTRIES for Admin User
Hello, I have added some users however; when they login, even as admin, they are unable to see/access ALL ENTRIES of an existing form. The user only sees options to create new a new form and nothing else. Please advise how we achieve this.How can i connect wati app with Zoho forms...
Hi There, I want to send a whatapp message to a customer who submit my form on a website through wati app, how can i do itWhat does this mean: "This field will be hidden during creation editing"
I am trying to integrated Zoho CRM with Zoho Forms. One field(Customer ID) that I want to integrate is not available in showing in Zoho Form. The Customer ID field is currently hidden from view. It's type is "Auto-Number"Audio and Video fields
It would be nice to have audio and video form fields in Zoho Forms (and Zoho CRM too). They are especially useful for mobile devices.Tip #9: Modify deal properties in Zoho CRM using form responses
How to modify deal properties of Zoho CRM records using form responses? Deal properties in Zoho CRM records are constantly modified based on the status of the deal. You can automatically modify deal properties (like the deal closing date, or deal name) and even update the deal stage, using form inputs. This can drastically reduce the work your team would otherwise do to search and change individual record details manually. How it works This works by integrating the form with the Deals module of Zohozoho forms white labeling
is there a way to remove zoho branding in paid version of zoho formsField Alias - Prefill URL when updating a form?
Can I manually add URL parameters to the URL when updating a form? It would be nice to somehow populate a field based on when someone is specifically returning to update their response. Thanks.Pre-fill Zoho Form With Field From Zoho CRM Deal
Hello, We have a form that a Zoho Desk Agent fills out to request an action from another department. This form output is to send an email once the form is filled out. This form has multiple fields that exist within a Zoho Deal. 1) How can we setup the form so that it has a lookup field, say the Deal Name and then when the right Deal is selected, all the CRM fields in the form are pre-populated. This would save a lot of duplicate entry. 2) If the we can do item 1 above, then can we save this formZoho Forms API
Is there any way to get all form entry list using API? Looking forward to hear from youHow to pull text from URL into a single line in a Zoho Form
I managed to add a unique identifier at the end of my form's link, but i need this identifier to be populated inside the actual form in order for my zap in zapier to be able to detect it and use it for the following steps in my automation. Is there somewhereTraffic Welfare & Road Safety Foundation
Traffic Welfare & Road Safety Foundation is a grassroots non-government organization incorporated in 2020 by service minded and dedicated professionals limited social and economic development prompted in team to start this organization to address unmetAndroid Camera and autofill issues in Card Forms
We really like the card format in forms. The UX is much better in most cases. However, we have some significant problems that keep us from being able to use it. 1. If the user accepts any autofill from the keyboard, the card becomes unresponsive, or youPDF Merge
I am wanting to have a form where I fill out the project specific information and upload a few PDF documents. After I submit the form it generates a PDF with my letter head, project information and the PDFs that I uploaded all in to one PDF. Is thisEncrypted fields
I am using Zoho forms to collect PII and PHI from clients. So for example I mark the Social Security Number field as "encrypted". There's just one problem: when the info comes back, and I download it in a csv file, the data is encrypted and I cannot useStar out responses ***
So I am working on a form where I need to collect social security numbers from people. I have marked the field as both personal and encrypted with works well but I'd like to make it so that as they type their response (social security number) it hidesWhat is the maximum number of fields I can include in one form?
Hello, I have a form that is quite long from the outset (approximately 60 questions), but includes conditional logic which can dramatically increase the number of presented questions with a maximum of 163 questions. Most of these are structured as listSSO for forms?
Is it possible to enable SSO using Entra as idp? I tried following the guide but I can't get to get it working? has anyone had a success rolling it out?Getting the same form to appear twice on the same webpage
I'm using a js iframe embed on a WP divi site. I'm using the same embed code in two code modules results in double forms in both locations. Removing the actual code and just keeping the div id section did perform as expected. How do you have two or moreImage upload more than 5 images?
Is there a way to upload more than five images to the image upload field?Esta dirección de correo electrónico no se puede agregar porque este usuario ya forma parte de otra organización. Por favor contacte
Al momento de agregar una nueva direccion , sale el siguiente mensajePremission denied on opening integrations when editing form
Hi, A collegue of mine made a form and shared this form with me to setup the integration and logic. When I click on integrations, I get the message below. I find this strange, I have the super admin rights on forms, and I whould suspect that in that role,Error merging documents
I am using a document merge from Zoho Writer, where I make a table with the articles that the user chooses from in a subform. In the document I make a table with its "value", then the name and then the quantity of the item. The problem is that when doingZoho Forms - App Not Displaying the Visual Design
I'm fairly new to Zoho Forms - it's a very powerful tool and I've managed to automate and create rules to do everything I need. However, the form I've designed when the Engineers are opening the Form on the Zoho Forms App all the fields are present andBorders around image fields in new PDF editor can't be removed
We've run into a problem with the new PDF editor where it adds a border around the image fields placed on the template. These borders can't be removed. The settings have the borders turned off. When we add a border, the editor adds the border over theHow do i change the design of my receipt that my customers get sent?
Hi please may someone explain whether i can change the design of the receipt that my customers will receive after they have made payment on one of our forms?ZOHO form
is there any feature which restricts respondents from sharing the form amongst themselves? We dont want the respondents to have access to share the form to anyone. Kindly reply.Using JS Embedded Form, does not scroll to top on 'next' button.
When embedding a form using JS, I am unable to get the form to scroll to the top when you click next on mobile. Even though the focused field is at the top, out of view, it will not show it unless the user manually scrolls to the top. Please help. Browsers:The site cant be reached
Hi, my zoho form cant be accessed using telco line but no problem with wifi. The problems only happened recently. What should i do? Please help me with this.Using Lookup fields - Zoho Forms & CRM Integration
Hello, Is there any option/workaround to use the LookUp field on a Subform from my CRM Module on Zoho Forms? All the fields in the Subform are able to map on Zoho Forms, but the LookUp field is not showing. Thank you.Whatsapp Template Authentication Message category is missing
Hello, We are trying to connect our Whatsapp business account with Zoho forms in order to automate our business process. The first message we need to send is an OTP, so we need to create a message template and connect it to the form and our API. Yet InWhy is there a past due fee if my account was downgraded to FREE plan?
We were in the middle of a complete website redesign and our annual subscription lapsed. (We had also cancelled the CC that was listed for the plan a long time ago). Our account was downgraded to free plan, but when we went to renew (at monthly rate),Unsuccessful Payment clears form
I have created a form with a Payment section using Stripe. I noticed that if a credit card payment fails, the user is shown a pop-up message explaining the failure which is good, but when they acknowledge the pop-up message and go back to the form, itGoogle Sheet Integration Occasionally Failing
We have been using Zoho Forms for many years now. In the beginning there was never an issue with new submissions being sent to our Google Sheet. But recently I've noticed more submissions that "error" and won't be sent to the Google Sheet. My questionlogo and theme
How to add my colors to the theme and add a logo on the form'Other' Option in the checkbox field
Hi! Is it possible to have the 'Other' option in the Checkbox field like the one in the Radio field? If there is a way to do it, please help...Lead not generated on form submission
We just launched our site and changed from the staging environment to live, and now form submissions are no longer generating leads. I have tried everything listed on this similar help topic without success. https://help.zoho.com/portal/en/kb/crm/faqs/sales-force-automation/lead-management/articles/why-are-leads-captured-through-web-forms-not-visible-under-leads-tabZoho Forms Pre-Populate Zoho CRM field
I have created a form in Zoho Forms and would like to send a public URL to an account in CRM, achieving the following: I added a Zoho CRM field in my form and linked it to the field "Account Name" I then mapped a few fields for pre-filling I set up theNext 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