Creating relationship across forms in Zoho Creator is easy. You can also create combined views with two or more related forms.  

Creating relationship using single-select lookup field

Assume you have a Form called Employee to add employee details and another Form called Department
to store the department details.  Typically an employee will be
assigned to only one department and hence a relationship between the Employee and Department form is created using single-select lookup field. To do this,

1. Add a Lookup field in the Employee form

  • Specify a label name, for example, "Department"
  • Import data from Employee Manager – Department – Department Namewhere,Employee Manager is the application name, Department is the form name,Department Name is the field whose data is imported.
  • Display as Dropdown/Radio-button (Single select) 
  • Click Done to update the changes


2. In the Employee form, the Department lookup field will display the name of all the departments from the Department Form.




Creating relationship with multi-select
lookup field

Assume you have a form called "Roles" that stores the different type of employee roles. Typically an employee can be assigned to one or more roles and hence a relationship between the Employee form and Role form is created using multi-select lookup field. To do this,

1. Add a Lookup field in the Employee form

  • Specify a label name, for example, "Roles"
  • Import data from Employee Manager – Roles – Role Namewhere ,Employee Manager is the application name, Roles is the form name,Role Name is the field whose data is imported.
  • Display as a multi-select lookup.
  • Click Done to update the changes.


2. In the Employee form, the Role lookup field will display the name of all the Roles from the Role Form. You can relate one or more roles to each employee by selecting the required options.



Creating Combined Views from Related Forms

You can create combined views that display the required fields from one or more related forms. For example, we created three forms – Employee form, Department form and Roles form and created relationship across these forms using Lookup fields. To create a combined view,

  1. From the View tab, select the view which contains the Lookup field. In our example, the Employee form contains the single-select lookup field "Department" from the Department form and multi-select lookup field "Roles" from the Roles form.
  2. Select the Column Properties option displayed on the left-side of the view.
  3. The lookup fields will have the related fields as link. Click on the related fields link to display all the fields in the related form.
  4. Select the required fields to be displayed from the
    related form. Here, we have selected the related field "Mail alias"
    from the Department form, as shown in the screen-shot below.
  5. Click Done to update the changes.



In Live mode, the combined view will be displayed with the selected fields. For example, in the screen-shot of the Employee view shown below, Mail Alias is a field in the Department form.





  1. ntszeto

    I am using the free version, it seems to me that creating relationships between forms is not enabled. Is this feature only for the paid versions? – Naomi

  2. ntszeto

    I am using the free version, it seems to me that creating relationships between forms is not enabled. Is this feature only for the paid versions? – Naomi