Forms Overview

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Introduction

Creating forms in Zoho Creator is a straightforward process that doesn’t require any coding skills. Whether you’re collecting customer feedback, processing orders, or managing employee data, the Form Builder provides a user-friendly interface to design and customise forms tailored to your business needs. 

Step-by-Step Instructions:

1. Accessing the Form Builder

  • Navigate to your Zoho Creator application.
  • Click on Create New and select Form.
  • oose to create a form from scratch, import data, or use a template.

2. Designing Your Form

  • Drag and drop fields from the left-hand panel into the central workspace.
  • Arrange fields in one, two, or three-column layouts to suit your design preferences.
  • Use the Field Properties panel on the right to:
  • Rename fields.
  • Set field types (e.g., text, number, date).
  • Define validation rules (e.g., mandatory fields, unique entries).
  • Add descriptions or tooltips for user guidance.

3. Configuring Form Settings

  • Click on the Form Properties to:
  • Set submission limits.
  • Customise button labels.
  • Apply themes for branding.
  • Enable or disable data storage options. its.

4. Implementing Workflows

  • Navigate to the Workflow section.
  • Create workflows based on form events such as:
  • Before form submission.
  • On form submission.
  • After form submission.

These workflows can automate actions like sending emails, updating records, or triggering other processes within your application.  

Tips:

  • Field Types: Choose the appropriate field type to ensure data integrity. For instance, use the Email field for email addresses to enable built-in validation.
  • Themes: Apply themes to maintain consistent branding across your forms.
  • Conditional Rules: Implement conditional rules to show or hide fields based on user inputs, enhancing the user experience.
  • Integrations: Integrate with other Zoho applications or third-party services to streamline your workflows.

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