Creator Help

Adding A New Form

Overview

You can create a new form by adding a blank form and customizing it from scratch or by adding template forms or by importing data from an Excel file.

Create a Blank Form

1. Select Create New -> Form option.

2. Select Form Type as From Scratch and specify the form name in the text box.

3. When you add a new form to your existing application, ZC displays the option Store Data in Creator, which is selected by default. This option decides if the form is generated as a Normal form or Stateless form.

4. Zoho Creator automatically creates a default Report for the form in the Report Tab, with name "<Form_Name> Report". The default Report will have all the columns in the form.

5. Click Create to create a blank form. Drag and drop the required fields to your form. To submit and view form data, select Access this application button.

Create Form from Template

  1. Select Create New -> Form option.
  2. Select Form Type as From Template and specify the Form Name in the text box.
  3. Choose the required template from the Choose Your Template dropdown list.
  4. When you add a new form to your existing application, ZC displays the option Store Data in Creator, which is selected by default. This option decides if the form is generated as a Normal form or Stateless form.
  5. Zoho Creator automatically creates a default report for the form in the report Tab, with name "<Form_Name> report". The default report will have all the columns in the form.
  6. Click Create to create a form based on the template form. To submit and view form data, select Access this application button.

Create Form by Importing File

  1. Select Create New -> Form option.
  2. Select Form Type as Import File and click on the Browse button to import the required file.
  3. In the Importing Data dialog, specify the Field Name and Field Type if required.
  4. If the data contains a date field, select the required date format from the list of supported date formats.
  5. Select the Time Zone for the application from the list of time zones.
  6. Click Finish to import the data. The "Importing Data" dialog will display the data in the following format:
    • The form will be created with the Application Name.
    • The data in the first row will be displayed as the default Label Names for each column. If you want to change a field name, type a new name in the Label Name box.
    • The default Field Type is displayed based on the type of data pasted for each column. If a field type is not correct, select the appropriate field type from the drop-down list.
    • Click Submit to create the form with data.
  7. The created form will be displayed in Edit mode. To submit and view form data, select Access this application button.

Related Links:

Import file in Zoho Creator

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