Forms

Migration guide for forms

This section lets you locate and configure the form-related features and functionalities in Creator 5 as given below:

Create stateless form

In the current version: Navigate to the Application Dashboard -> Create New -> Form -> Uncheck the Data will be stored in Zoho Creator checkbox before creating the form.

In Creator 5: You can create a stateless form by duplicating an existing form. To create:

Navigate to the Form Builder -> Click the More icon in the header -> Duplicate -> Name the form -> Click Duplicate.


Add Zoho CRM field in a form

In the current version: The Zoho CRM field is available in the fields list in the form builder.

In Creator 5: The Zoho CRM field is deprecated. Regardless, you can use the Integrations field to configure the Zoho CRM service in addition to other Zoho and third-party services. To access:

Navigate to the Form Builder -> Special Fields -> Drag and drop the Integration field -> Select Zoho CRM service from the picklist.


Access form properties

In the current version: Navigate to the Form Builder -> Form Properties in the right panel.

In Creator 5: Navigate to the Form Builder -> Properties icon in the header bar.


Set label width

In the current version: Navigate to the FormBuilder -> FormProperties -> Appearance -> LabelWidth

In Creator 5: 'Label width' is renamed as 'Field size.' To access:

Open the FormBuilder -> Select the field -> FieldProperties on the right -> Appearance -> Field Size.


Set label placement

In the current version: Navigate to the Form Properties -> Appearance -> Label Placement

In Creator 5: Navigate to the Design Page -> Choose required form -> LabelPlacement options will load on the right.


Restrict form access

In the current version: Navigate to the FormBuilder -> Form Properties -> Form Access.

In Creator 5: Form access is renamed as Restrict form availability.  Navigate to the FormBuilder -> FormProperties -> Restrictformavailability.


Set maximum entries

In the current version: Navigate to the Form Builder -> Form Properties -> Validation -> Maximum Entries.

In Creator 5: Set Maximum Entries is renamed as Restrict Form Access. Navigate to theFormBuilder -> FormProperties -> RestrictFormAccess.


Configure field actions

In the current version: Navigate to the Form Builder -> Select a Field -> Configure Field Actions.

In Creator 5: Navigate to the Workflows -> FormWorkflows -> Actions -> DelugeScript -> On User Input -> Select the field -> Script Builder will open.


Configure form buttons

In the current version: Navigate to the Form Builder -> Click on a Button -> FieldProperties will open in the right.

In Creator 5: Navigate to the FormBuilder -> Form Properties -> Buttons.


Set form layout

In the current version: Navigate to the FormBuilder -> Change Layout icon in the header area next to the form name.

In Creator 5: Zoho Creator supports three column layouts. Drag and drop fields to the required position in the form builder area.


View reports related to a form

In the current version: Navigate to the FormBuilder -> Reports icon next to the form name in the header.

In Creator 5: Navigate to the Form Builder -> Click the drop down next to application name on the header bar -> Component panel will open the reports and workflows related to the form.


Change form name and form link name

In the current version: Navigate to the FormSettings -> General -> Customize Appearance section.

In Creator 5: Navigate to theFormBuilder -> Click More icon on the header bar -> Rename.


Submit form through email

In the current version: Navigate to the FormSettings -> General -> Submit form through email.

In Creator 5: Navigate to the FormBuilder -> Properties icon on the header bar -> Email Data.


Set email notification

In the current version: Navigate to the FormBuilder -> Form Settings -> Notifications -> Email.

In Creator 5: Navigate to the FormBuilder -> Select Properties in the top-right corner of the header -> On successful submission -> Enable Send Email Notification -> Customize.


Set SMS notification

In the current version: Navigate to the FormBuilder -> Form Settings -> Notifications -> SMS.

In Creator 5: Navigate to the Workflows page -> NewWorkflow -> While using the form -> Select the form, form activity, and name the workflow -> AddNewAction -> SendSMS.


Set push notification

In the current version: Navigate to the FormBuilder -> Form Settings -> Notifications -> MobilePush.

In Creator 5: Push notification is renamed as Mobile notification. To access:

Navigate to the Workflows page -> New Workflow -> While using the form -> Select the form, form activity, and name the workflow -> AddNewAction -> Send Mobile Notification.


Publish a form

In the current version: Navigate to the FormSettings -> Publish (or) Click Publish under the component name in the dashboard to publish a specific component.

In Creator 5: Navigate to the Settings in the header bar -> Usersand Control -> Publish -> Select the component and publish.


Enable payments

In the current version: Navigate to the FormBuilder -> Form Settings -> Payments.

In Creator 5: Payment has been made part of Workflows. It is now powered by Zoho Checkout which supports the following payment gateways: Razorpay, PayPal, Payflow Pro, Payments Pro, Authorize.Net, Forte, and WorldPay. PayPal integrations configured under Form Settings > Payment, cannot be edited in Zoho Creator 5. However, upon migrating, you will be able to continue collecting payments as per the existing configuration. Once you define a payment integration for a form in Zoho Creator 5, it will override that form's existing payment configuration. Learn more


Set form validation

In the current version: You can set validation either from form settings or from the form properties window.

  1. Navigate to the FormBuilder ->  Form Settings -> Security.


    (or)

  2. Navigate to theForm Builder ->  Form Properties -> Validation.

In Creator 5: Navigate to the FormBuilder -> Form Properties  -> Restrict Form Entries.


Create record template

In the current version: Navigate to the FormBuilder -> Form Settings -> Record Template.

In Creator 5: Navigate to the Settings page in the header -> Extensions -> ChooseRecordTemplates -> NewTemplate.


Automate your forms(Rules and Tasks)

In the current version: Navigate to the FormSettings -> Automation.

In Creator 5: Rules and tasks are deprecated. The alternatives are workflows and actions. They are available on the Workflows page.

To create a new workflow:

Click the Workflow section in the header bar -> NewWorkflow -> Select While using the form -> Choose the form, form activity, and name the workflow -> Add Actions.


Create approval process

In the current version: Navigate to the FormSettings -> Automation -> Approval Process.

In Creator 5: Click the Workflow section in the header bar -> CreateWorkflow -> Select During approval process -> Add New Approver -> Add Actions.


View record audit

In the current version: Navigate to the FormBuilder -> FormProperties -> Record audit.

In Creator 5: Record audit is renamed as Audit trail. To access:

Navigate to the Settings link in the header bar -> DataAdministration -> Audit Trail.


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