Publish Forms, Reports and Pages
Table of Contents
One of the very useful features of Zoho Creator is publishing of Forms and Reports that you have created in your application. When you are finished designing a form template, you must publish it so that users can fill out forms based on the form template or access relevant reports.
Zoho Creator lets you publish forms and reports just by pasting the generated url or the iframe code in your website, wiki or blogs. The published url will be a public url and can be accessed by any user who has access to the location where the form/report is published. You can also customize the look and feel of the form or report to match your website.
- CRM field type is not supported in published forms.
To publish a form, report or page
- From your application dashboard page, select the Forms, Reports or Pages tab from the top right corner. By default, the Forms tab is selected and displays the list of all the forms in the application.
- The publish option will be displayed for all the form, reports and pages created in the application. Click on Publish to view the publish page.
Screen shot of the Dashboard page
- The Publish page will display a preview of the form or report to be published and the customization options. You can customize the look and feel of the published form or report to match your website .Refer the form customization section and report customization section for more information.
Screen shot displaying the "Publish" option to generate the Publish Url
- Click on Publish button to generate the publish url and embed url of the form or report. The published url will be a public url and can be accessed by any user who has access to the location where the form/report is published.
You can use the publish url to link the form, report or page from your website/blog or share it with your users via email.
Refer the topic Form, Report and Page permalink to generate the permalinks from the live mode of the application.
The Embed URL is an iframe code snippet that can be used to embed the from, report or page in your website/blog.
Refer the topic Embed Forms, Reports and Pages to generate the embed url from the live mode of the application.
Screen shot of the publish page for a Form with generated permalink (publish URL) and Embed URL
Screen shot of the publish page for a Report ( List) with generated permalink (publish URL) and Embed URL
Screen shot of the publish page for a Report (Pivot chart) with generated permalink (publish URL) and Embed URL
You can generate the embed url and permalink of a form, report or page with or without login access, from the live mode of your application. Refer the following links for mor information.
The form customization options are divided into 4 sections, each section offering customization parameters for various parts of the form.
The Form Properties section offers modifications for some basic configurations for your form. You can hide the form header, specify the url to which the user should be re-directed to, on submitting data into the form, specify the success message to be displayed when data is submitted in the form, specify the background and border color to be applied to the form etc. For specifying any attribute involving color, you have to specify the rgb or hex code. You can use guides like this or this to give you the exact color codes. For example, you can specify the background color for the form in the box provided as #FF9999 or rgb(255,153,153).
Header and Footer
The Header and Footer section helps you to tweak the header and footer of the form. The header is the top strip in the form which contains the form name. The footer is the bottom strip containing the “Submit” and “Reset” buttons in the form.
You can specify a color for the header so that it matches your form’s background color, the height, if the form name is being displayed, the font in which the form name is it to be displayed, the font size and the font color as well. As for the footer, in addition to altering the color and height, you can specify a number of attributes for the buttons being displayed. You can set the background color, font family, text color to be applied to the button when the form is loaded and when there is a mouse over the button etc for the buttons in your form.
Labels and Fields
The Labels and Fields section deals with customizing the field labels and the fields in your form. You can set a background color for the field labels so that they are highlighted and stand out from the background, the font family, font size and font color and also the width of the label. Supposing you have a long label and if you would like to wrap it to your convenience, you can give a small value for the width. Or if you would not like the field label to wrap then you can give the value accordingly. For the fields, you can specify the background color, width, the font color, family and the size as well.
Field Width and Height
The Field Width and Height section deals with customizing the width and height of the fields. For each field type supported in Zoho Creator, you can specify the width and height attributes. e.g., if the form contains 5 Single Line fields, the specifications mentioned here will be applied to all five fields.
The report customization options are divided into 4 sections, each section offering customization parameters for various parts of the form.
Header and Footer
The header is the top strip in the report which contains the report name. The footer is the bottom strip in the report. You can show or hide the header and footer in the report, specify a color for the header, group header and border so that it matches your report's background color.
The Menu Bar section provides option to show or hide the following parameters:
- Record Print(right click)
- Export Records
- Record Search
- Record Sum
- Record Selection
- Column menu
- Record Limit
- Page Navigation
The Record Permissions section provides option to show or hide the following parameters:
- Add Record
- Edit Record
- Bulk edit record
- Duplicate record
- Save record
- Delete record