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 the New Form option from the Forms tab.
2. Select Add Form icon and specify the new form name.
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 view for the form in the Views Tab, with name "<Form_Name> View". The default view will have all the columns in the form. If you do not want the default view to be generated, deselect the check-box Generate auto-view for this form.
5. Click Done to create a blank form in the Forms tab. 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 the New Form option from the Forms tab.
2. Select Add Form icon and select the "How to Create" radio-button option as Use Form Template.
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 view for the form in the Views Tab, with name "<Form_Name> View". The default view will have all the columns in the form. If you do not want the default view to be generated, deselect the checkbox Generate auto-view for this form.
5. Select the required template from the Template list. Click on the Preview Form option to preview the template form.
6. Click Done to create a form based on the template form. To submit and view form data, select Access this application button.

Create Form by Importing Data

1. Select the New Form option from the Forms tab.
2. Select Import .xls and specify the new form name.
3. Copy the data from your .xls file or from other file formats that store comma seperated values or Tab separated values.
4. Specify the Form Name and paste the data copied from your .xls/.csv/.tsv file.
5. If the data contains a date field, select the required date format from the list of supported date formats.
6. Select the Time Zone for the application from the list of time zones.
7. Click Done 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.
8. The created form will be displayed in Edit mode. To submit and view form data, select Access this application button.

Create a Payment Form

Zoho Creator supports creation of payment forms toenable you to accept payments from your users. Through a set of simple payment configurations, you can accept various types of payments easily from your users. Please refer the Help topic - Accept payments through forms for more information.

Create Form by Writing Deluge Script

If you are well versed in Deluge Script, you can define forms and fields in script mode. To do this,

1. Select the Script tab
2. In the Select Form list-box click on the New Form option.
3. In the editor area, copy-paste the script or writer script to create a new form.
4. Click Save Script, to create the form.
5. To submit and view form data, select Access this application button.

Refer FAQ - Deluge Scripting for more information on defining forms and fields in script mode.