A form is the component of your Zoho Creator app that enables you to collect and store data. In other words, it enables your users to enter data into your app. This makes forms one of the main points of interaction between your users and your app.
If you relate your Zoho Creator app with a database, then a form corresponds to a table in the database. If you relate your Zoho Creator app with a spreadsheet, then a form corresponds to a sheet in the spreadsheet.
Forms, as the components through which data is entered, are the central components of your Zoho Creator app—only when you create a form can you create a report (that lets you view the data in different formats) or create a workflow (that lets you trigger specific actions at specific instances) in your app.
Refer the following sections to learn about forms in Zoho Creator:
- Fields and buttons in forms
- What's form submission? How can one see the submitted data?
- Creating forms
- Features and capabilities
The fields in your form enable you to collect data from your users and store them in an organized manner. There are different types of fields available in Zoho Creator, each designed to enable your users to enter or submit a specific kind of data. For example: name, email address, phone number, address, files, images, audio, video. Below is how a form looks:
- When a user accesses from a web browser:
- When a user accesses from a phone or tablet:
Form submission refers to the event where your user clicks (on a web browser) or taps (on a phone/tablet) the Submit button on the form. Upon form submission, the entered data gets submitted and a record is created. The number of records that your users can add in your Zoho Creator app depends on your subscription.
You can view the data submitted through your form using reports. Each form can have one or more report.
Zoho Creator enables you to create forms in the following ways:
- Build from scratch
- Import data from a file that's stored in your computer or any of the following cloud services:
- Use predefined templates
- Duplicate an existing form
To build forms that directly submit all data to the modules in cloud services (and do not store data in Zoho Creator), refer to the following:
- Forms for Zoho CRM modules
- Forms for Salesforce modules
- Forms for Zoho Recruit modules
- Forms for QuickBooks modules
When you're collaborating with users in an app, it is not enough to just enable them to submit data. You need to ensure that the data they are submitting is valid. Zoho Creator offers a wide range of options which you can use to define what happens right from the moment a user accesses a form in your app, to what happens after a user submits the form:
- Zoho Creator offers 32 different types of fields—each meant to capture a specific kind of data—that you can add to your form. Each of these fields comes with a set of capabilities—some common across most fields, and some specific to each field—that you can leverage to validate the data your users enter in them.
- In addition to the data that's submitted through the form, Zoho Creator captures a few details, such as which user added the record, the date and time when the record was added, and which user was the last one to update it. These details are stored in the system fields.
You may use the following provisions to control and restrict the entries your users submit through your form:
- Display a CAPTCHA on your form: This can prevent form submission by malicious computer bots
- Allow only one entry per user
- Allow only one entry per IP address
- Define a geo-fence: You can define a geo-fence—a virtual fence around a geographical location, so that your form accepts entries only from within it
- Disable access to your form after a certain number of entries
- Restrict your form's availability: You can define your form's availability—the time range beyond which your form will not be accessible
- You can show your users a message
- You can enable your users to receive an email notification that can include the data they submitted
- You can redirect your users to a website or a component (form, report, or page) in your app
- You can enable capturing location
- You can enable capturing IP address
You can customize your form's appearance using the following factors:
- Field layout: You can arrange the fields in your form in a mixture of one-column, two-column, and three-column layouts. Learn how
- Label placement: This lets you define how field labels (or names) are to appear in relation . You can, from the available set of device-specific layouts, apply the most suitable one to your form:
- Label width: This refers to the width that the field names (or labels) occupy when a user accesses your form from a web browser. Learn more
- Field size: This refers to the length of a field's input area. Learn more
- Field height: This refers to the height of a field's input area. Learn more
- Themes: You can, from the available set of themes, apply the most suitable one to your form