Zoho creator input data based on field value full#

You can even set it so that they can enter their full name into a single box. For example, the name field allows you to also capture users title and middle name. Some of the fields types have additional options. When choosing the field size, I tend to keep the default medium, but it depends on your design. This isn’t necessary for a field like “name”, but for some fields, you may want to provide some instructions to whoever will be filling it in. Below the label, you can add some instructions. Press Done on the pop up when you’re finished formatting. You could even insert a hyperlink to another website. If you want to change the formatting of the label, select the rich text option which gives you the “ edit field label” pop-up so you can change the formatting such as the label colour, size etc. You can change the name of the field in the field label. These field properties change based on the field type I’ve dragged in. Now that I’ve selected and dragged the field in, I get options for the field. I want to capture their name, but rather than using the single-line field to do that I’ll use the Name field instead. I’ll make a form so site visitors can request my training courses and I can notify them when they’re available. Start by dragging the fields you want in your form from the left side.

Zoho creator input data based on field value how to#

So how do you use it? Glad you asked…I’m going to run through how to create a simple form. Zoho Forms provides more control over the form, and you get a lot more features, formatting, and design options. It’s the simple option if you’re pushing data straight to Zoho CRM.

It certainly can’t handle “show and hide” field logic. Zoho CRM webforms is a cutdown version of Zoho forms that can only handle simple one-page forms with no formulas or complex fields. But it’s easy to understand once you know the difference. This is often the first question I get asked because having two form tools from Zoho confuses lots of people. Build cost calculators for customers and employeesīut why do you need Zoho Forms when there’s already CRM Forms?.Capture new enquiries from your website.You can do all of these things with Zoho Forms and more, such as: What if you want a simple form, but it also needs to take payments as well. Maybe you need to add some logic and even a calculation into your form. Sometimes the form builder already on your website just isn’t good enough.