Forms Overview
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.
