Stop the Workarounds: We Need Native Multi-Step Forms

// 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
}

// 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

// 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

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.

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"
    ...

// 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;
}

Page Rules:
  IF Employment_Type == "Contractor" THEN skip "Benefits Selection" page
  IF Country != "USA" THEN skip "US Tax Forms" page

• Topic Participants

• Damien Cregan

  

• Ha Son Tung

  

• Rachel

  

• Immaculate Reshma

  

• Haiku Technical Support

  

• Recent Topics

• 553 Relaying disallowed. Invalid Domain - gzkcompany.ro

  Hi there, Can you please assist me in getting the right domain settings? I just renewed my domain subscription, after expired and i got error: 553 Relaying disallowed. Invalid Domain - gzkcompany.ro Zoho mail can receive emails, but its impossible to

• Not able to receive emails for a while

  I am not able to receive emails for a while now.

• Confirmation requested: eligibility and process to downgrade to Forever Free — tenant bigbanghawking.com

  Thank you for your reply. I am testing Zoho Mail from Brazil with the tenant bigbanghawking.com (endpoint: mail.zoho.com) and we are currently on the Premium trial that expires 21/01/2026. Before deciding whether to pay or cancel, I need written confirmation

• Zoho API v2.0 - get ALL users from ALL projects

  Hello,        I've been trying to work on an automatization project lately and I find it difficult to work with this strict structure. To be more explicit, if i would like to get all users participating in a project i would need to get all projects first.       Same thing with projects. If i want to get all projects, I would need to get all portals first.        The problem with this aproach is that it consumes a lot of time and resources.             I want to ask if there is another way of getting

• الموقع لا يقوم بالسداد

  السلام عليكم ورحمة الله وبركاته وبعد من أمس وانا احاول السداد للدومين YELLOWLIGHT ولا اتمكن من السداد اقوم بتعبئة جميع البيانات ولكن دون جدوى يطلع لى حدث خطأ ما

• New in Office Integrator: Enhanced document navigation with captions and cross references

  Hi users, We're pleased to introduce captions, table of tables and figures, and cross-references in the document editor within Zoho Office Integrator. These features allow you to structure documents efficiently and simplify document navigation for your

• 🎉 ¡Seguimos trayendo novedades a Español Zoho Community! 🎉 Confirmada la agenda y ubicación para los Workshops Certificados

  Si todavía no te has hecho con tu entrada para nuestros Workshops Certificados del próximo 26 y 27 de marzo o, por el contrario, estabas esperando que confirmáramos dónde los celebraremos, ¡este post es para ti! 📍¿Dónde nos vemos?📍 Nuestros Workshops

• User is already present in another account error in assigning users to marketing automation

  Hello everyone Greeting, I had a problem in assigning user in marketing automation, when I try to add it I see this error: (User is already present in another account error) what should I do?

• What's New in Zoho POS - January 2026

  Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how January went. Sort and resolve conflicts Conflicts are issues that may arise when registers and

• Not receiving email from customers and suppliers

  I am getting error . most of the customers tell me not able to send me email please check i have attached screenshot

• Create user

  Hello I want to create user, but i get this error Unusual activity detected from this IP. Please try again after some time.

• File emails in Shared email folder

  Hi, I am unable to allow users to collaborate in Shared email folders: User 1 shares a folder let's say "SharedTopic" with full permissions Users 2 and 3 can see this folder but are unable to add emails to this folder or search in this folder. For example,

• Consolidated report for multi-organisation

  I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.

• How to Switch from Outlook for Mac to Outlook for Windows

  The most often used file formats for users to manage crucial data are OLM and PST files. PST files keep a copy of data on the configured system from Outlook, while the OLM file contains the Mac Outlook data items, which are only accessible with Outlook

• Zoho Books Inter-company integration

  We have an Indian parent entity, and its accounting is managed in Zoho Books. We also have a subsidiary company in Dubai under the same parent entity, for which we have procured a separate Zoho Books license. I want to understand whether Zoho supports

• Name autocomplete

  Hi, During searching emails the web tool does not always propose the auto-completion of the saved emails. As a result I either have to go to contacts and look up the exact email, or the exact full name including the middle name and any dots, which is

• Are custom portals accessible on the Zoho learn smartphone app?

  In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks

• How to increase my Zoho sign limit.

  I cannot send a document/contract for signature. Zoho sign says I reached my monthly limit. May I know how to fix this please? Thanks! 

• Can not add m365 outlook account to zohomail.

  I am attempting to use zoho mail as an imap client to add my outlook.com m365 account. In the m365 exchange admin center i have made sure the imap is enabled. In zoho mail i go to settings, mail accounts, add account, add imap account, i select "outlook",

• Unable to attach Work Order / Service Appointment PDF to Email Notifications (Zoho FSM)

  I’m trying to include the Work Order PDF or Service Appointment PDF as an attachment in Email Notifications (automation/notification templates), but I don’t see any option to attach these generated PDFs. Is this currently supported in Zoho FSM? If not,

• local file csv import problem

  The issue occurs when I upload a CSV file via Databridge. In the preview, everything looks correct — the values are in the proper columns. However, after clicking Import, the first column becomes empty, and the values from that column appear in a new

• Función Deshacer y Rehacer

  Hola. Soy un reciente usuario de Zoho Notebook que he migrado desde Evernote. He encontrado en falta una función que considero muy importante: un botón para "deshacer". Es frustrante cuando se borra un parte del texto o un archivo de una nota, generalmente

• Tip #59- Technician Console: Exploring View option- 'Insider Insights'

  Hello Zoho Assist Community! Ever wondered how technicians adapt quickly during a live support session? Imagine a customer reaching out with an issue that’s disrupting their work. The technician starts a remote session and begins troubleshooting right

• MRP or Manufacturing Module for Zoho

  We have been searching for options for a production planning or MRP that will integrate with Zoho.   Zoho Creator is pushed as a platform that can have an MRP built from scratch but we would like to find more of an out of the box solution and modify it to fit our needs.  Are there any recommendations? Would Zoho consider creating a custom solution in Creator to support this need?

• encountering an error when attempting to associate an email with a Deal using the Zoho CRM extension in Zoho Mail.

  When I click "Yes, associate," the system displays an "Oops!! Something went wrong" error message. I have attached a screenshot of the issue for reference.

• Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

  Can 1 Zoho CRM instance sync with 2 Zoho Marketing Automation instances?

• Can I add Conditional merge tags on my Templates?

  Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

• Zoho mail account ownership transfer

  We recently took over another company and have assumed responsibility for its Zoho account, including Zoho Mail and all related services. We would like to formally transfer ownership of this account to our organization. Could you please outline the complete

• Email Authentication is Failing

  I'm trying to setup gitlab with email authentication. I used the following configs picked up from: https://docs.gitlab.com/omnibus/settings/smtp/ gitlab_rails['smtp_enable'] = true gitlab_rails['smtp_address'] = "smtp.zoho.com" gitlab_rails['smtp_port']

• DMARC reports for mail I didn't send: how to deal with?

  I know the enthusiastic amateur's bare minimum about e-mail; am able to set up a Thunderbird account and know the basic acronyms. I have a Zoho Mail account connected to my domain, and have set up SPF, DMARC and DKIM successfully according to Zoho's instruction

• ms

  Email set up for communication

• Fix the speed

  It takes ages to load on every step even though my dataset is quite small.

• Image field in custom module

  Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy

• Deluge Function to Update Custom Field

  I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue

• "View ticket" link is broken

  The "View ticket" link in our Zoho ticketing system confirmation emails is broken (please see attached). Impacts ability to update/review details, and, refresh recollection at a later date. Any help would be much appreciated.

• Can't Figure out Books and level 2 payment data

  Hello, I am having trouble figuring out how to collect level 2 payment data as required by my payment gateway. Last month it cost us almost $5000 in fees because of this. We are invoicing our clients with books and they pay through the link in that email

• import data from Apollo.ai into zoho crm via zoho flow

  I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.

• Woocommerce Line Item Information

  I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.

• How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

  How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

• Disable Smart Filters By Default

  The smart filters "feature" is causing confusion for Zoho Mail users. New emails should be delivered to the inbox unless they have specifically opted to redirect them somewhere else. People don't understand that new emails might be waiting in a random

• Next Page