How to Restart the Approval Process (undo a deny or approval) for a particular entry
There are no directions anywhere on how to undo a denial that was made in error. PLEASE provide instructions on how to do this.Zoho forms to bigins
Hi, I'm attempting to use my zoho Bigins account to integrate zoho form. When a form is submitted, I'd like a PDF to be saved in a certain contacts file. I've tried several methods, but it always creates a new record in my bigins rather than adding toTrashing entries on a shared report?
Hi, I am admin and I created a shared report that is accessed by users within the same organization. They are not seeing the trash or delete entries open when selecting the entry. The organization has read/write permission for the shared report. DoesSHARED FOLDERS
THE SHARED FOLDERS WERE ONLY LEFT FOR A FEW DAYS, AND THEY WERE LATER DELETED. NOW YOU ARE ALLOWING ME TO SHARE THEM.How to download images uploaded in the forms via webhooks integrations?
We have created a form that will be taking photo uploads and signatures. and we integrated a webhook integration to our backend server on each form submission. Which is working fine and we can receive data in webhook API. But the images uploaded comeFinal E-mail not always adds attachment
Following a 2 step approval, attachments added to the form be an approver after the first approval stage do not always attached to the final approval e-mail. (copy of submission and attachment) Is there a reason for this or should more time be given forUnique ID: A little field that saves you a lot of hassle
If you go to the Zoho Forms builder and look under Advanced Fields, you'll find this field called the Unique ID. The Unique ID field is one of the most under-utilized features in Forms and one with a lot of hidden potential; literally. It's a field that remains hidden when a user fills out the form, but you can see it while viewing the form submission. How is this helpful, you ask? Ever tried to find a needle in a needle stack? When you have a bunch of orders or bookings and a customer has a querySubform at custom PDF template
Hello together, I would like to create a custom PDF template. Now I have a subform which contains 15 fields. In the PDF template, a maximum of 10 columns are displayed. How can I output the remaining 5 fields? Is it possible to display the table of theZoho Form Report Edit
I have a user needing to edit a form but doesn't have the option. I don't see where to give him permissions for who has permissions for what.Tip #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 CRMIndividual parts (e.g. year and month) of the add time
Hello, is it possible to query individual parts (e.g. year and month) of the add time? We want to name our PDF documents of a sent form with it. If I use it just like that, the filename contains illegal characters (dots and colons). Best regards JörgZoho People Integration
Hi When will there be an integration with Zoho People please? I know this is not currently provided. Either: 1) Being able to access a zoho form directly into zoho people so their approval system can be applied to the form. or 2) Being able to populate a Zoho form with Zoho People data (eg Line manager and Line manager email) so the email template can be set to email that email address. Ideally it would still be able to be sent from a public link with this data, as it would be regular employeesZoho Forms: Save and Resume
My form only give a link to resume but does not send an email. How do I set the link to be emailed?Zoho Forms | Unresponsive & Slow Webform
Good afternoon everyone, I have been creating Webforms for some time, and one of those is especially large. It contains around 200 Rules and one particular page has many variables, with around 100 Fields being Hidden until certain options within the FieldsHow to apply custom fonts to Zoho Form
Hi there, I hope you are doing well. I would like to apply some branding colors and font changes to our current pricing form which is using the Zoho form service. I have read your documentation about how to apply fonts. But while updating the form theme,Can you duplicate reports?
Hi, Wondering if you can duplicate reports? I know you can do it with forms, but don't see same option for reports.Zoho Form 255 characters multiline issue
Hi There, According to you: The Multi-Line text could hold upto 65535 bytes, an english character would consume one byte and some other foreign language characters might take more than one byte. So the capacity of a Multi-line text field is 65535 englishEmbedded Zoho Forms with GTM
Hi! I have a form embedded to my webpage. I have also made the GTM tags and triggers, though nothing is firing when I debug. What seems to be the problem?Zoho Forms Tracking code does not capture UTMs
Hi, We use Zoho Forms on our website, using the javascript embed code. We also have the advanced tracking code enabled on the website. When someone visits the website via an UTM tracked link and fills in the Zoho Form on the website, we are not receivingIntégration between Zoho Forms and Zoho CRM
I have a problem with the integration between Zoho forms and Zoho Forms. my need is as follow : By filling out the form, I would like the completed data to fall directly onto the forms. The small complexity is that I want to do it on two different modules,How export the attachment files from the forms?
Hi, how to export the attachment files from my paid forms? I receive by email but i want to export all just one time.Can I track the time someone spends on Zoho Forms?
Is it possible to track the time that a visitor spends on the website?Please add Deluge code editing for Forms
Assuming Forms is built on the same codebase as Creator, etc., it would be wonderful to be able to edit form code, cut and paste form elements across different forms, share code with other users, and so on.How to Add Employee List Dropdown in Zoho Forms?
Title. This should be a super simple feature but I can't seem to find out how. Just to compare with Zoho People forms, I can just add a "lookup field", select Employee Form, and select the field (i.e. Last Name) I tried "Zoho CRM" field, but it only showsURL's in Zoho Sites are case-sensitive in a browser's address bar. How can this be changed?
URL's in Zoho Sites are case-sensitive. How can this be changed?Ability to mask Personal/Encrypted fields on public shared reports
Would be beneficial to have the option to mask encrypted and/or personal fields on a report that is shared publicly via link (or embedded). It's a security issue when a new report has Share Publicly automatically enabled, and encrypted / personal fieldsUpgrade Basic to Standar Failed
Hi Admin, my limit Basic until 10.000 an i would like to upgrade to Standar but status after do payment until two time Upgrade FailedPrefilling Zoho form fields via aliases, for a form that is already embedded into a website.
The ability to prefill certain Zoho Forms field through an alias is a really helpful feature for our clients! We're wondering how we would be able to leverage this if we already have the forms embedded on a website of ours. Let's say I have the form embedded on: www.examplesite.com Is there still some way I can append parameters to the URL that would prefill the fields in the form link?Add Rules That Verify Fields in Zoho CRM
We use Zoho Forms to do account name changes (account names are not synced between Zoho People and Zoho CRM or Zoho Projects and Zoho CRM). It would be helpful if Zoho Forms could check for a duplicate value (the value must be unique) as a rule or someediting several entries
Hi, I wanted to change all the fields with the wrong encoding to the correct one. Like the find and replace function or through sql. Is this possible?Zoho CRM Field doesn't work with public link
Hello, I want to create a Zoho Form that will be accessed inside a Zoho CRM module record with a button. The Zoho Form will allow the user to modify the record in a more pleasant/efficient way than filling all the fields inside Zoho CRM. I easily created this button using the Form's public URL (screenshot 115). The problem is that Zoho CRM lookup fields inside ZOHO CRM don't work when the form is accessed through a public URL. The lookup field is needed so that the forms fields can be auto populated.Error - When integrating forms with desk
I have setup the integration between forms and desk with all the fields mapped. When I am finished it says integration successful but as soon as I go back to it, it gives the error "Layout is either invalid or deleted from your Zoho Desk account. RemoveSubform Data to Sheet
Can anyone tell me how to get subform data to sheets? The issue is that I want a report/sheet created for each form entry. I don't want one big sheet with all the entries. I want one sheet for each response that includes the data from that one submission.Add to Zoho CRM records using form responses of existing Customer
Hello. I have a question I hope to have answered. I am new to ZOHO, so if you could explain it, so I can follow any instructions. Thanks. Scenario - Customer buys product A, the customer is directed to a ZOHO form, instantly after the payment of sale,Is Forms the best way to streamline Contact & Deal Creation?
Hi, We are a life insurance broker. Currently, we have a PDF intake form that we use to gather necessary client information during a phone interview. From there, we manually enter the information to update the client's Contact and to create a Deal forSalesforce Integration: Required Field
I am trying to integrate a form to the Program Engagement record in NPSP. The integration is working when mapped to another custom object, but when I try to map it to the program engagement, it says that the program is required. The Program field is onHow to set up receiving notifications when someone will fill pot the form
Hello, I am trying to set up a notification so I will receive an email each time someone fills out the form. I have tested it in Settings ->Notyfication -> Email. I have put my email as a receiver. I have filled out my form to test it however, it doesShare a form to external group
Hi, I would like to share a form with a controlled number (3 at the moment) of people, external to my organisation. Is this possible to do? If so, how? Would I need to set up a group or could I set logins to the form? Thanks.ZOHO Forms Custom Domain not being detected.
I am trying to set up a custom subdomain for my forms, I have verified it by following the instructions using CNAME. However, ZOHO Forms is not recognizing my domain. My subdomain agreements.mayandco.law is pointing towards forms.cs.zohohost.com whichPass URL parameters from Zoho Forms to a WordPress Page
Hello Zoho team. I have a landing page hosted on WordPress where an iframe of a Zoho Form is located. When I finish filling out the data and sending it, this form redirects me to another page hosted on the WordPress server. I would like to be able toNext 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