Understanding Forms Embedded in a Page | Zoho Creator Help

Understanding forms in a page

Embedding forms inside the page makes it easier for the user to add data directly to his Zoho Creator application from the page itself. This saves the effort of having to leave the page, navigate to a form from the same or a different app in your account, add data, and return to the same page. It also features seamless interaction between all the applications in your Zoho Creator account. You can add a form from any of your Zoho Creator applications into the page in two ways:

Embed cross application forms

A form, belonging to any of your applications can be embedded into a page created in another application. You can configure certain properties to this form at the page-level and also define field values to be pre-filled upon loading your form.  Learn how
Below is how a form embedded into a page looks like:

Embed form as a button

A form can also be embedded into your page in a button format. Clicking this button directs you to the form (from any of the applications in your account) in a custom target location like pop-up, same window or a new window. You can customize various aspects of the button .  Learn how
Below is how a form embedded as a button inside a page looks like:

  • While accessing pages from web browsers and mobile devices, elements related to form will automatically be refreshed when users add, edit, and delete records. 
  • The elements that will be refreshed are panels, charts, reports (except pivot reports).
  • The create, update, and delete operations must happen from either the same window or popup window. In other words, the corresponding form or its report must be embedded in that page. Opening the form (from the page) in a new window will not auto-refresh the related elements in that page.

Download firebase service account file

  1. Access your Google firebase console.
  2. Select the required project.
  3. Click Settings and then select Project Settings.
  4. Navigate to the Service accounts tab and click Generate New Private Key. A confirmation popup will be shown, and the Firebase Service Account file will be downloaded once you confirm it.
  5. Securely store the JSON file containing the key and upload it your Creator account.
NotesNote: If your page has another application component (form or report) inside it, or a search element, then you need to publish the component for it to be accessible in the published page.
  1. Embed a form
  2. Embed a form as a button

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION





                          Quick LinksWorkflow AutomationData Collection
                          Web FormsEnterpriseBegin Data Collection
                          Interactive FormsWorkplaceData Collection App
                          CRM FormsCustomer ServiceAccessible Forms
                          Digital FormsMarketingForms for Small Business
                          HTML FormsEducationForms for Enterprise
                          Contact FormsE-commerceForms for any business
                          Lead Generation FormsHealthcareForms for Startups
                          Wordpress FormsCustomer onboardingOrder Forms for Small Business
                          No Code FormsConstructionRSVP tool for holidays
                          Free FormsTravel
                          Prefill FormsNon-Profit

                          Intake FormsLegal
                          Mobile App
                          Form DesignerHR
                          Mobile Forms
                          Card FormsFoodOffline Forms
                          Assign FormsPhotography
                          Mobile Forms Features
                          Translate FormsReal EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for FormsAlternativesSecurity & Compliance
                          Holiday FormsGoogle Forms alternative GDPR
                          Form to PDFJotform alternativeHIPAA Forms
                          Email Forms
                          Encrypted Forms
                          Embeddable Forms
                          Secure Forms
                          Drag & drop form builder
                          WCAG



                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media


                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Understanding page builder

                                                                                                                1. What does this page cover? Learn about the page builder and how you can customize your page and its elements according to your business needs. 2. Availability Pages can be created in all plans of Creator. Only the super admin, admins, and ...
                                                                                                              • Understanding reports in a page

                                                                                                                Embedding reports inside the page makes it easier for the user to monitor and analyze their business data and derive meaningful insights straight from the dashboard. It saves the effort of having to leave the page, navigate to a report from the same ...
                                                                                                              • Publish a page with job vacancies list and a form to apply for them

                                                                                                                Requirement Publish a page with components that can be accessed by the public users who don't have a Zoho Creator account. Use case In a Recruitment tracker application, there are 2 forms - Add Job Vacancy and Registration Form. Admins add job ...
                                                                                                              • Understanding emailing data to form

                                                                                                                This feature is currently supported only in the .com (US data center) and .eu (EU data center). A form is the component of your app (that you’ve built using Zoho Creator), through which your users can submit data. In addition to the default method of ...
                                                                                                              • Style-based URLs for embedded forms and reports

                                                                                                                In this topic we list out the parameters used in customizing the look and feel of Zoho Creator forms and reports. These parameters can be applied to the Forms and Reports embedded in your Pages. Form properties Description Parameter/Value Display ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources