Stop the Workarounds: We Need Native Multi-Step Forms

Stop the Workarounds: We Need Native Multi-Step Forms

After over 17 years of community requests, I'm hoping the Zoho team can finally address the lack of native multi-page form support in Zoho Creator. This has been one of the longest-standing feature requests in the community, with threads spanning nearly two decades:
The Issue
Zoho Creator currently has no native support for multi-page forms (also known as wizard forms, step forms, or tabbed forms). When building applications with complex data entry requirements—employee onboarding, loan applications, patient intake, vendor registration—developers have no built-in way to break a single form into logical, digestible steps.
Meanwhile, Zoho Forms has had robust multi-page form support for years, including page breaks, progress indicators, conditional page navigation, and page rules. This creates an inconsistency within Zoho's own product ecosystem.
The Product Asymmetry
The disparity between Zoho Forms and Zoho Creator is striking:
Capability Zoho Forms Zoho Creator
Page Break field type ✓ Native support
Drag-and-drop page breaks
✗ Not available
Progress indicator / Step bar ✓ Built-in
Shows respondent progress
✗ Not available
Page navigation (Next/Previous) ✓ Automatic
Customizable button labels
✗ Not available
Conditional page skipping ✓ Page Rules
Skip pages based on answers
✗ Not available
Page-level validation ✓ Validates before advancing ✗ Not available
Single form, single record ✓ Yes ✗ Requires multiple forms
The irony: Zoho Forms—a standalone form builder—has more sophisticated form UX capabilities than Zoho Creator—a full application development platform. Developers building enterprise applications in Creator are stuck with inferior form experiences compared to a simple survey tool.
Example Use Case
Consider an Employee Onboarding Form with 40+ fields across these logical sections:
  • Step 1: Personal Information (name, contact, emergency contacts)
  • Step 2: Employment Details (position, department, start date, manager)
  • Step 3: Payroll & Banking (bank account, tax forms, direct deposit)
  • Step 4: Benefits Selection (health insurance, retirement plans)
  • Step 5: IT & Equipment (laptop preference, software access, badge photo)
  • Step 6: Policies & Acknowledgments (handbook, NDA, consent forms)
Desired behavior: User completes each step, sees their progress, and can navigate back to review previous sections—all within a single form that creates a single record.

Current reality: User is presented with a massive scrolling form with 40+ fields, or developers must implement complex workarounds using multiple forms, lookups, and Deluge scripts.
The Current Workarounds (All Suboptimal)
To achieve multi-page form behavior, developers are forced into one of these suboptimal approaches:
Workaround 1: Multiple Related Forms ("Form Chain")
Create separate forms for each "step" and link them via lookups. Use Deluge scripts to pass record IDs between forms and auto-populate fields.
// Step 1 form On Success:
step2_url = "#Form:Step_2_Employment?Employee_Lookup=" + input.ID;
openUrl(step2_url, "same window");

// Step 2 form On Load:
if(input.Employee_Lookup != null)
{
emp = Employee[ID == input.Employee_Lookup];
input.Name = emp.Name;
input.Email = emp.Email;
// ... populate all fields from Step 1
}
  • Problem: Data is scattered across multiple tables
  • Problem: Complex lookup relationships and Deluge scripting required
  • Problem: No "go back" functionality—user must start over if they need to edit Step 1
  • Problem: Reporting requires joining multiple forms
  • Problem: Breaks the single-record-per-entity principle
Workaround 2: Stateless Form Daisy Chain
To avoid creating "junk" records when users abandon the form mid-process, advanced developers use Stateless Forms for intermediate steps, passing all field values via URL parameters, and only writing to the database on final submit.
// Step 1 Stateless Form - "Next" button:
step2_url = "#Form:Step_2_Stateless?"
+ "Name=" + encodeUrl(input.Name)
+ "&Email=" + encodeUrl(input.Email)
+ "&Phone=" + encodeUrl(input.Phone)
+ "&Address=" + encodeUrl(input.Address)
+ "&City=" + encodeUrl(input.City)
+ "&State=" + encodeUrl(input.State)
+ "&Zip=" + encodeUrl(input.Zip);
// ... repeat for EVERY field
openUrl(step2_url, "same window");

// Step 2 Stateless Form - "Next" button:
step3_url = "#Form:Step_3_Stateless?"
// Pass ALL fields from Step 1 again...
+ "Name=" + encodeUrl(input.Name)
+ "&Email=" + encodeUrl(input.Email)
// ... plus all Step 2 fields
+ "&Department=" + encodeUrl(input.Department)
+ "&Manager=" + encodeUrl(input.Manager);
openUrl(step3_url, "same window");

// Final Form - actually saves the record
  • Problem: Stateless forms cannot use advanced field types including Subforms, File Upload, Signature, Image, and Audio—severely limiting data collection capabilities
  • Problem: Every single field must be manually mapped in URL strings
  • Problem: Adding one field to the schema requires updating scripts on every "Next" button
  • Problem: URL length limits restrict how many fields can be passed
  • Problem: No "go back" functionality—previous values are lost unless passed forward
  • Problem: Extremely brittle—maintenance nightmare for forms with 30+ fields
Workaround 3: CSS Hacks ("Fake Tabs")
Use Notes fields with custom HTML/CSS to create tab-like visual navigation, combined with hide/show field rules triggered by a radio button "step selector." This can work with individual fields or Section fields (to hide/show groups at once).
// Radio field "Current_Step" with options: Step 1, Step 2, Step 3...

// On User Input of Current_Step:
if(input.Current_Step == "Step 1")
{
show Section_Personal_Info;
hide Section_Employment;
hide Section_Banking;
}
else if(input.Current_Step == "Step 2")
{
hide Section_Personal_Info;
show Section_Employment;
hide Section_Banking;
}
// ... repeat for each step
  • Problem: Requires hiding/showing every field or section individually—maintenance overhead
  • Problem: CSS styling is fragile and may break with Creator UI updates
  • Problem: No native progress indicator—must build custom UI in Notes fields
  • Problem: Validation doesn't prevent "next step" navigation if current step has errors
  • Problem: All fields still load in DOM regardless of visibility, impacting performance
  • Problem: Collapsible sections are all visible simultaneously—not a true wizard experience with enforced linear progression
Workaround 4: Zoho Forms Integration
Build the multi-step form in Zoho Forms (which has native support), then push data to Creator via webhooks or integrations.
  • Problem: Requires additional Zoho Forms subscription
  • Problem: For in-app forms, users must leave the Creator application entirely, complete the form in Zoho Forms, then return to Creator—a jarring, disconnected experience
  • Problem: Data synchronization is not instantaneous—there can be delays before records appear in Creator
  • Problem: Loses Creator-specific field types (lookups to existing data, formulas, subforms)
  • Problem: Integration complexity and potential sync failures
  • Problem: Cannot use Creator's built-in workflows on form submit—must rely on integrations
Workaround 5: Custom JavaScript Widget
Build a completely custom multi-step form interface using a JavaScript Widget that handles the UI, then submits data to Creator via API.
  • Problem: Requires JavaScript development expertise—completely inaccessible to citizen developers and new users who chose Creator specifically for its low-code promise
  • Problem: Must build and maintain custom form validation, navigation, progress indicators from scratch
  • Problem: Loses all native Creator field types and behaviors—must recreate lookups, dropdowns, validations in JavaScript
  • Problem: API authentication and connection management adds complexity
  • Problem: Widget UI doesn't automatically match Creator's styling or theme changes
  • Problem: Significant development time for what should be a basic platform feature
What Should Happen Instead
Proposed Solution 1: Page Break Field Type
Add a "Page Break" field type to the Form Builder (matching Zoho Forms functionality):
Form Builder → Field Types → Page Elements → Page Break

Drag the Page Break field between sections to create multi-page forms.
Each page displays with Next/Previous navigation buttons automatically.
Proposed Solution 2: Progress Indicator Configuration
Allow developers to configure a progress bar or step indicator:
Form Properties → Multi-Page Settings:
☑ Enable progress indicator
○ Progress bar style
○ Numbered steps style
○ Named steps style

Step Labels:
Page 1: "Personal Info"
Page 2: "Employment"
Page 3: "Payroll"
...
Proposed Solution 3: Page-Level Validation
Validate required fields on the current page before allowing navigation to the next page:
// Deluge: On Page Change (new event)
if(input.Current_Page == 1 && input.Email == null)
{
alert "Please enter your email address before continuing.";
cancel page change;
}
Proposed Solution 4: Conditional Page Navigation (Page Rules)
Allow pages to be skipped based on field values (matching Zoho Forms' Page Rules):
Page Rules:
IF Employment_Type == "Contractor" THEN skip "Benefits Selection" page
IF Country != "USA" THEN skip "US Tax Forms" page
Real-World Impact
This limitation affects any application requiring:
  • Employee onboarding — HR systems with 30-50+ fields across multiple categories
  • Customer applications — Loan applications, insurance quotes, account opening
  • Patient intake — Medical history, insurance, consent forms, symptoms
  • Vendor registration — Company info, compliance documents, banking details
  • Event registration — Attendee info, session selection, dietary requirements, payment
  • Grant applications — Project details, budget, team info, supporting documents
  • Any complex data collection — Where form abandonment due to length is a concern

User Experience Impact: Research consistently shows that multi-step forms have significantly higher completion rates than single long forms. This is due to the "Goal Gradient Effect"—users are psychologically more motivated to complete a task as they see progress toward the finish line. A progress bar creates momentum; an endless scroll creates cognitive overload and abandonment.

Database Architecture Impact:
The workarounds described above force developers to fragment a single logical entity (e.g., "Employee") into multiple physical tables (Personal_Info, Employment_Details, Banking_Info, IT_Equipment) just to achieve visual pagination.
  • Reporting nightmare: Every report requires complex joins across multiple forms
  • Integration complexity: External systems expect a single record, not fragments across tables
  • Data integrity risk: Orphaned records when users abandon mid-process
  • API overhead: Multiple API calls required to fetch what should be one record
The desired state is simple: one logical entity = one database table, with the UI handling pagination visually—not structurally.
The Business Case for Zoho
Why this benefits Zoho:
  • Product consistency: Aligns Creator with Forms and other Zoho products that already support multi-step data entry
  • Competitive positioning: Platforms like Salesforce, Microsoft Power Apps, and OutSystems offer native wizard/multi-step form capabilities
  • Reduced support burden: Eliminates community posts and support requests for workarounds for this basic functionality
  • Enterprise readiness: Complex enterprise applications require sophisticated form UX—this is table stakes for enterprise adoption
  • Developer productivity: Native wizard capabilities remove the overhead of building UI workarounds from scratch, cutting development cycles by hours. Instead of troubleshooting custom flow-control scripts, developers can focus on optimizing user experience and accelerating time-to-market for core business features.
Request to Zoho Team

Can this finally be addressed?

After over 17 years of community requests, the need is clear and well-documented. The current implementation forces developers to choose between:

1. Poor User Experience
Present users with overwhelming, scroll-heavy single-page forms that increase abandonment rates
2. Excessive Complexity
Spend days implementing fragile workarounds using multiple forms, CSS hacks, or external integrations

We shouldn't have to make this choice—especially when Zoho Forms already has this capability built-in.

Community Input Requested: What workaround have you used in the absence of native support? Please add your voice to this long-standing request.


    Nederlandse Hulpbronnen


      • Recent Topics

      • Copy / Duplicate Workflow

        I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need
      • Transfer between two customers (Peters Rental account to Peters Private account)

        we are a Property Management company. Our customers have to accounts (registered as two customers - Peter Rental and Peter Private On the rental account all income and costs fron rental activities are noted. On the private account all private are noted
      • Automation#18: Automatically Fetch Values from Contacts to the Tickets Module

        Hello Everyone, Welcome to this week's edition, where you can seamlessly sync fields from the Contacts to the Tickets module. For efficient business operations, it's crucial to have details mapped across different modules. Zylker Secure offers antivirus
      • Charge multiple invoices

        We use auto-charge/recurring invoicing for 100's of clients. If we create a single manual invoice we can charge it to the credit card for these clients with the CC added to their recurring invoices. If a client has multiple outstanding invoices, is there a way to make one charge for all of the invoices instead of a separate charge to the cc for each invoice?
      • Handling/tracking escalation management in Zoho

        Hi all, I am working on finding a tool to register and track our escalation management process. Specifically, this is about client escalations, typically related to project delivery issues. The idea is that we could have some sort of form with core questions
      • Global Choice List share ownership

        I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff
      • Setting up property management in Zoho Books

        Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool
      • How to prevent users from switching price lists in an order?

        Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other
      • Mollie Connect in Zoho Books

        Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers?  More info: https://docs.mollie.com/oauth/ov
      • Unable to change Lookup field from Multi Select to Single Select

        I am trying to change a Lookup field in my Zoho Creator form from Multi Select to Single Select, but I am unable to find any option to do this.
      • Simple Callback Notifications Needed

        My team are terrible at remembering their CRM callbacks, often due to how long in the future they are set for. Is there a way i can set an e-mail notification for when a callback is due? For example we set it for 9am one day and five minutes before they
      • Personal Data (RODO), Cookies / Trackers - ePrivacy

        I have noticed several issues that should be addressed on the customer support page. Zoho Desk provides the support portal, but it currently lacks the following options: A GDPR and personal data processing consent checkbox before logging in, located in
      • How to set a multi-lookup field as mandatory?

      • Allow Multiple Scheduled Appointments with Zoho Support

        Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling
      • Audit Log for Zoho One Admin Panel

        Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,
      • Personalize your booking pages with Custom CSS

        Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,
      • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

        I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation
      • Custom Function to increment a value by one

        Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like
      • Customer address in Zoho Bookings

        Hello,  Is it possible to add customer address information to the Zoho bookings appointment screen? Or have it pull that information automatically from the CRM? We are wanting to use this as a field management software but it is difficult to pull the address from multiple sources when it would be ideal to have a clickable address on the appointment screen that opens up the user's maps.  It would also be advantageous for the "list view" to show appointment times instead of just duration and booking
      • Access token generate from the refresh token not working for API

        Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
      • why does my campaign move back to draft?

        Every time I try to send my email campaign, it reverts back to Draft status.. this has happened three times in a row..how do i find out what the problem is? Thanks
      • Service and Parts Line Item Limitations

        Hi FSM Team, We work with clients who deliver large-scale field service projects. In many cases, a single work order can contain 200+ service and parts line items. Currently, Zoho FSM limits work orders to 30 service and parts line items. While this works
      • 【Zoho CRM】やりとりの要約機能リリースのお知らせ

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、新機能のやりとり要約機能をご紹介します。 Zoho CRMのやりとりの要約は、Ziaが生成する機能で、データに関連付けられた最近のやりとりを簡潔にまとめて提供します。 メール、通話、ミーティング、メモなどを1つの明確な要約にまとめ、重要なポイント、過去の話し合いの要点、結果、次のステップを表示することで、日常的な課題に対処します。 Ziaの強みは、単なる要約にとどまらず、内容の解釈も行える点です。やりとりの要約では、顧客との会話に潜む遅延、フォローアップ漏れ、約束、期限、感情、意図を特定します。
      • Recent post analytics not very useful

        Hi, I'm enjoying some aspects of the Zoho Social. like being able to schedule posts to multiple channels. However, the recent posts analytics is disappointing. For example, I put up a reel on Instagram and Facebook yesterday. Instagram insights shows
      • Zoho Commerce and Third-party shipping (MachShip) API integration

        We are implementing a third-party shipping (MachShip) API integration for our Zoho Commerce store and have made significant progress. However, we need guidance on a specific technical challenge. Current Challenge: We need to get the customer input to
      • What happens to the files created by user, whose account is deleted.

        Hello, I created a folder in the My folders names "Quote" I shared the same with my colleague. She created some files and folders in that folder over the period of 1 and half year. Now she left company, and I deleted her account from Zoho. What happens
      • Internal Error When Accessing Team Inbox.

        All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.
      • Sharing URLs and direct access

        Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly
      • Zoho Mail Android app update: Calendar enhancements

        Hello everyone! In the most recent version of the Zoho Mail Android app update, we have introduced various new enhancements for the calendar module. Let's explore what's new. Drag and drop events to update the date and time We have enhanced the calendar
      • Enhance Delay Configuration in Zoho Flow

        Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming
      • Contratação ProdutivosX

        Bem-vindo(a) ao processo de contratação da ProdutivosX. Este formulário tem como objetivo coletar informações essenciais para análise de perfil profissional, alinhamento de competências e possível integração ao equipamento ProdutivosX. A ProdutivosX é
      • Enhance Sign CRM integration

        Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
      • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

        Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
      • Problem using Zoho Desk API

        Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string
      • Email Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)

        I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containing
      • Customer ticket creation via Microsoft Teams

        Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within
      • Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

        Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently
      • Best way to schedule bill payments to vendors

        I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
      • Seamless Round-Trip Navigation for Related Blocks (Detail View)

        As highlighted previously in this post (and here, here, here, and here), we still lack a fundamental capability for seamless navigation in Related Blocks. The popup that appears when adding a related record doesn't exist for viewing/editing existing records,
      • Social Profile Logo Format

        Hello, I'm using Zoho Sites and am attempting to add a couple of social media accounts to my profile that aren't included in the default platforms that are available. What format is the logo required to be in? I have tried .png and .jpg with no success.
      • Next Page