Adding A New Form

Overview

Forms are used to collect data from your Application users. When you create a new Application, a new Form in that Application is created by default. You can create more Forms by:

  • Adding a blank Form - Create a blank Form and add required fields, from scratch.
  • Importing an Excel file - Convert an existing excel file into a Zoho Creator Form.
  • Adding a template Form - Duplicate any existing Form.

Create a blank Form

  1. Select Create New -> Form.
  2. Select Form Type as "From Scratch" and specify the Form name in the text box.
  3. When you create a new Form in your Application, the option Store Data in Creator is selected by default. This option decides if the Form is created as a Normal Form or Stateless Form.
  4. Zoho Creator automatically creates a default Report for the Form, with name "<Form_Name> Report". The default Report will display all the data submitted through the Form.
  5. Click on Create. You will be navigated to the Form builder. Drag and drop the required fields to your Form. To submit and view Form data, click on Access this application button.

Create Form by importing file

  1. Select Create New -> Form option.
  2. Select Form Typeas Import File and click on the Browse button to import the required file.

    Note:

    • The supported file types are .xls, .csv and .tsv
  3. You can import your file from your local computer or you can select any of the following cloud storage services:
    • Zoho Docs
    • Google Drive
    • OneDrive
    • Dropbox
    • Box
  4. Select the required file and click on Attach 
  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 Create 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, click on Access this application button.

Create Form from an existing template

  1. Select Create New -> Form option.
  2. Select Form Typeas From Template and specify the Form Name in the text box.
  3. Choose the required template from the Choose Your Template dropdown list.

    Note:

    • All Forms created from scratch or by importing a file will be stored as a Template for re-usability purposes.
  4. When you create a new Form in your Application, the option Store Data in Creator is selected by default. This option decides if the Form is created as a Normal form or Stateless form.
  5. Zoho Creator automatically creates a default Report for the Form, with name "<Form_Name> report". The default Report will display all the data submitted through the Form.
  6. Click on Create. To submit and view Form data, click on Access this application button.

Related Links:

Import file in Zoho Creator