Zoho Sites Forms

Getting Started with Zoho Sites Forms

To create a new form:

1. Navigate to the Forms module from the Sites dashboard.
2. Click Add Form.
3. Enter a name for your form and click Add.

You’ll be directed to the form builder where you can begin customizing your form using various field elements.

Adding and Customizing Form Fields

On the left panel of the form builder, you’ll find different field types. Click on a desired field to add it to your form. You can rearrange fields by dragging them into the desired order.

Editing Field Properties

Click on any field to access its properties. Here, you can:

• Modify the Field Label (the name displayed on the form).
• Set the Field Link Name (a unique backend identifier).
• Add Instructions or Notes to guide users.
• Mark the field as mandatory or optional.
• Enable toggles such as:
  • Encrypt data
  • Contains personal info (PII)
  • Contains health info (ePHI)

You can also delete a field using the red delete icon, or clone it using the green copy icon.

Form Properties and Submission Settings

After configuring individual fields, click on Form Properties to:

• Edit the form name, form link name, and submit button text.
• Customize the submission message.
• Define a submission action, such as:
  • Redirecting to another page or URL
  • Allowing a file download
  • Redirecting to a blog category

Additional settings include:

• Enabling CAPTCHA
• Limiting form submissions
• Scheduling data collection
• Restricting multiple entries from the same IP address

Once all configurations are complete, click Save.

Managing Forms

All created forms are accessible from the Forms module. Available options include:

• Edit Form: Modify the structure and fields.
• Add Record: Manually add new entries.
• Delete Form: Remove the form.
• Add Form: Create additional forms.

Note: Records can be submitted from the website only after the site is published.

Adding Forms to Your Website

To display a form on your website:

1. Open the Site Builder.
2. Click Add Element where you want to place the form.
3. Under Forms, drag and drop the desired form onto the page.

Once added, the form will be live and ready to accept user submissions.

Viewing and Managing Form Records

You can manage submitted data directly from the Forms module:

• Click a record to view details in a pop-up window.
• Click Edit Record to update its information.
• To delete a record, select the checkbox next to it and click Delete Record.

Filtering and Exporting Records

To filter form responses:

1. Click the filter icon.
2. Select fields, choose conditions, and enter values.
3. Apply logic using “Any of these” (OR) or “All of these” (AND), then click Filter.

To export form data:

• Click on the form name.
• Click the three-dot menu and select Export Data to download a .csv

To delete a form:

• Open the same three-dot menu and select Delete Form.

Custom Field Types and Properties

Single Line & Multiline Text

Use these fields for short or detailed responses (e.g., reviews or feedback). You can set:

• Default values
• Minimum and maximum character lengths

Dropdown, Checkbox, and Radio Buttons

Allow users to select from predefined options:

• Dropdown and Radio: Choose one option; you can set a default.
• Checkbox: Multiple selections allowed.

To edit choices:

• Navigate to Assign Value in field properties.
• Add new options using the + button.

Date & Time Fields

• Customize the date and time formats.
• Specify allowed date ranges and time slots.

Terms and Declaration

• Add your terms and conditions
• Toggle Show Terms to display or hide it.
• Customize the declaration text and Agree Status.

Note: Forms can only be added within the page container. You cannot place them in the footer or sidebar.