Customizing Forms & Tabs

Forms are the structured representation of data. In Zoho People, there are pre-defined forms like Employee, Department, Designation, Leave forms, Training forms, Travel forms etc to manage the employee's information more effectively. Apart from the pre-defined forms, custom forms can also be created to build a module.

• Create New Form
• Add New Tab
• Organize Forms in required Tabs
• Customize existing form
• Add New Fields
• Add New Section
• Add New Tabular Section
• Change Tabular Section Display Type
• Re-order Section
• Disable Form
• Edit Form Name
• Edit Form Description
• Delete Form
• Edit Field Properties
• Enable/Disable the fields
• Delete the fields

Create New Form

New forms can be created in the paid version of Zoho People by following the below steps:-

• Login as Admin.
• Click on 'Setup' at the top of the account.
• Click on 'Forms & Tabs' option.
• Choose the 'Add new form' button.
• Specify the form name and its description.
• Click on Next.
• Proceed with the form customization using the Drag and Drop of field feature.

These forms can be Organized and pinned up to the pre-defined tabs or custom tabs.

Add New Tab

New tabs can be created to hold the forms by following the below steps :

• Login as Admin.
• Click on 'Setup' at the top of the account.
• Click on 'Forms & Tabs' option.
• Choose the 'Add new tab' button.
• Specify the tab name.
• Click on 'Add new tab'

Organize Forms in required Tabs

To view the Tabs & Forms configuration page & to modify the hierarchy , please follow the below steps :-

• Login as Admin.
• Click on 'Setup' at the top.
• Click on 'Forms & Tabs' option.
• Drag & drop the forms and place it under the required tab.

Customize existing forms

To navigate to the customizing page of the existing forms, please follow the below steps :-

• Login as Admin.
• Click on 'Setup' at the top.
• Click on 'Forms & Tabs' option.
• Click on the form which you would like to customize.

This will navigate to the customization page of the selected form.

Add New Fields

In Zoho People, you can add the fields to your forms in the Customization page, based on their type and the data validations will be taken care by the system.

The following are the different field types available to store the data :-

• Single Line
• Multi Line
• Email
• URL
• Number
• Decimal
• Currency
• Drop down
• Radio
• Date
• Date-Time
• Image
• File Upload
• Decision box
• Add Notes
• Country
• Blood group
• Gender
• Phone
• Lookup
• Formula

Single Line :-

Single line fields can be used when the data to be store is a simple text. It can contain any alphabets, number or symbols. Eg. Employee's name, Nick name etc

Multi Line :-

Multi line fields can be used when the data to be store is text and of more characters. Eg. Address, Comments etc

Email :-

Email fields can be used to store the email ids. Eg. Employee email id, Official email id etc

URL :-

URL fields can be used to store any web urls. Eg. Company's website, Blog URL etc

Number :-

Number fields can be used to hold the numerical values. Eg. Age, Bank account number etc

Decimal :-

Decimal fields can be used to hold the decimal data. Eg. Salary details like Basic pay, HRA etc

Currency :-

Currency fields are used to hold decimal values with the currency notation(like USD, INR etc). This currency type can be selected during the customization of forms.

To know the list of currency types supported, please click here.

If the currency type you would like to have is missing from this list, please let us know at support@zohopeople.com.

Drop down :-

Picklist / Drop down fields can be used to hold a set of user defined options, out of which an option can be selected and assigned as a value to the field. Eg. Employee Grade

Radio :-

Radio fields are exactly similar in functionality to the drop down fields. The only difference is with the display type. Drop down list fields, as the name indicates will be displayed as a list. Radio fields on the other hand are displayed as a series of options in the form.

Date :-

Date fields can be used to hold date values. The date picker can be used to populate the date fields while adding a record. Eg. Date of Birth, Date of Joining etc

Date-Time :-

Date time fields can be used to hold the time stamp value. The Date-Time picker can be used to populate the time stamp values for the field while adding a record. Eg. In-Time, Out- Time etc.

Image :-

Image upload can be used to upload any scanned copies or images. Eg. Photo

File Upload :-

File upload can be used to upload any documents. Eg. Resume,Company policy documents etc

Decision box :-

Decision box can be used to hold Boolean value :- True or false.

Add Notes :-

Notes field is used for holding a descriptive help text that can be useful for the users while adding a record.

Country :-

Country fields can be used to store the country information. Eg. Citizenship

Blood group :-

Blood group field can be used to store the blood group information.

Gender :-

Gender field can be used to store the gender information.

Phone :-

Phone fields can be used to hold the phone numbers. Eg. Mobile number, emergency contact number etc.

Lookup :-

Lookup fields can be used to look up values from the other forms. Eg. Employee ID look up in other forms like Salary, Performance Appraisal.

Formula :-

Formula field can be used to perform some basic calculation with the fields available in the form. The formula configuration will be applicable only when there is any number, decimal or date fields in the form.

To know more on the formula fields please refer this forum post:- 

Add New Section

The fields in the form can be Organized and segregated by adding them to different sections.

To create a section, please follow the steps noted here.

• Navigate to the Form Customization page(Setup → Forms & Tabs) in the Admin account.
• Click on 'Add Section'.
• Specify the Section name.
• Provide the description of the section if required.
• Click on 'Done'.
• Drag and drop the required fields to the created section.

Add New Tabular Section

Tabular section can be used when the fields of the form needs to stored in a grid format.

To create a tabular section,

• Navigate to the Form Customization page(Setup → Forms & Tabs) in the Admin account.
• Click on 'Add Tabular Section'.
• Specify the Tabular Section name.
• Provide the description of the section if required.
• Select the display type of the tabular section :- Grid or Inline.
• Click on 'Done'.
• Click on 'Add Field' link to add the fields to the created tabular section.

You can use the 'Customize Header' option, to enable/ disable or reorder the fields in the tabular section. Also, for the number, decimal, Formula and Currency field types, the SUM Option can be enabled, so that the total is calculated and displayed for these columns.

Change Tabular Section Display Type

The tabular type can be modified anytime by clicking on the 'Change to Inline'/ 'Change to Grid' options available for the tabular section in the Form Customization page.

Re-order Section

The sections of a form can be re-ordered and organized by following the below steps :-

• Login as Administrator
• Click on 'Setup' at the top.
• Choose 'Forms & Tabs'.
• Click on the intended form for customizing.
• Click on 'Reorder Sections'.
• Drag and drop the section to the desired order.
• Click on 'Done'.

Disable Form

The form can be disabled by following the below steps :-

• Login as Administrator
• Click on 'Setup' at the top.
• Choose 'Forms & Tabs'.
• Disable the intended form by clicking on 'Disable' icon.

Edit Form Name

The form name can be modified in the Form Customization page.
Please follow the below steps to edit a form name :-

• Login as Administrator
• Click on 'Setup' at the top.
• Choose 'Forms & Tabs'.
• Click on the intended form.
• Mouse over the form name in the customization page.
• Click on the Edit pencil icon.
• Modify the form name in the pop up that appears.
• Click on 'Done'.

Edit Form Description

The form's description can be edited/ filled in the Form Customization page by following the below steps :-

• Login as Administrator
• Click on 'Setup' at the top.
• Choose 'Forms & Tabs'.
• Click on the intended form.
• Mouse over the form name in the customization page.
• Click on the Edit pencil icon.
• Modify the form's decription in the pop up that appears.
• Click on 'Done'.

Delete Form

The forms can be deleted by following the below steps :-

• Login as Administrator
• Click on 'Setup' at the top.
• Choose 'Forms & Tabs'.
• Deleted the intended form by clicking on 'X' icon.

Edit Field Properties

The field properties like 'Mandatory Check', 'Duplicate Check', 'Maximum Characters', 'Audit Tracking','Tool Tip' can be set by editing the field.

Please find the below steps to edit the field properties:-

• Login as Administrator
• Click on 'Setup' at the top.
• Choose 'Forms & Tabs'.
• Click on the intended form.
• Mouse over the required field to edit its properties.
• Click on 'Edit this field' option.
• Mark the required fields properties.
• Click on 'Done'.

Enable/ Disable the fields

The unused fields can be disabled which will not be displayed in the live page.
Please find the below steps to disable/ enable a field:-

• Login as Administrator
• Click on 'Setup' at the top.
• Choose 'Forms & Tabs'.
• Click on the intended form.
• Mouse over the required field.
• Click on 'Enable/ Disable this field' as required.

Delete the fields

The unused fields can be deleted permanently from the form.
Please find the below steps to delete a field:-

• Login as Administrator
• Click on 'Setup' at the top.
• Choose 'Forms & Tabs'.
• Click on the intended form.
• Mouse over the required field.
• Click on 'Delete this field' as required.