Make record entry more organized with the Sections component in Wizards

Make record entry more organized with the Sections component in Wizards

Hello everyone!

Wizards in Zoho CRM have always helped you break long record-detail pages or large sets of fields into multiple screens, making data entry smoother and more user-friendly. Now, we’re taking a major step forward with a new Sections component—giving you greater flexibility to organize fields, text blocks, subforms, widgets, and more within each Wizard screen.

Why Sections?

Sometimes, even a single step in the Wizard may have too many fields or components. That’s where Sections come in. Instead of lumping everything into one page, you can now group related fields together in dedicated sub-areas. This keeps your Wizard screens uncluttered and easier to navigate.



Imagine a Wizard step with two labeled Sections—one for “Personal Details,” another for “Policy Information.” Your users fill in only what’s relevant, see helpful text blocks as needed, and never feel overwhelmed. It’s like giving them mini-forms inside the bigger step, all neatly compartmentalized.


Key benefits
  • Faster, clearer data entry: Users see logically grouped information, so they know exactly where to place each piece of data.
  • Improved user experience: Less scrolling, less confusion—especially helpful for teams handling long or complex forms.
  • Greater flexibility: Whether you’re outlining disclaimers, capturing detailed product info, or grouping complex fields, you’ll have the layout control you need.

Here's everything that’s new

  1. Logical grouping
    You can now create distinct Sections on a single screen, each holding related sets of fields or components. No more cramming all your inputs into one cluttered block.
  2. Nest components inside Sections
    Some processes demand even more hierarchy. To handle this, you can add a widget, subform, or text label inside a section, helping you separate complex data even further—ideal for advanced use cases like patient intake or insurance forms.
  3. Section titles
    Each Section can have a title, making it clear for users what information goes there.
  4. Conditional rule
    Conditional rules are applicable for sections as well. Meaning, you can show or hide entire Sections based on user input (like checking a box or selecting a picklist value). 

Points to be noted:
  • You can add 10 Sections in a Wizard screen, giving you plenty of room to structure your data as needed.
  • A new section component cannot be placed inside another section component.
That's all for the enhancement. Let us know your feedback in the comments below.

InfoResources: Read about the Section component under the Components tab in the Elements of Wizard section.

Thanks,
Nizamuddin

P.S. These enhancements are now available for all users across all DCs.

    Nederlandse Hulpbronnen


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