Creating forms through Zoho Forms

Topics covered in this article

This article explains to create forms using Zoho Forms.

Who is this article for?

Everyone within the organization.

Prerequisites

Before proceeding, ensure you:

1. Have access in your computer or phone, to Zoho Forms

Forms interface

As soon as you access the application, to the center you will see all existent forms [1]. To the left, you have access to the menus [2] and, to the right, you can create a new form or use the search:

To create a new form, click on the "New form" button to the right. Select the form type (either multiple fields on a page or one field per page) and give the form a name. Once done, click the "Create" button:

On top of the newly created form, you can see several menus:

To work a form, make sure you are on the "Builder" menu. Other menus include:

1. Rules: allows you specify rules for your form to define what happens if a certain field changes, a specific answer is given, etc.
   
2. Themes: here, you can select a specific theme for your form. A theme is a set of colors, font types, images, etc. to give a different appearance to your form
   
3. Share: allows you to share your form with other people
   
4. Integration: from here, you can connect your form to other applications like Microsoft Excel, Google Sheets, Salesforce or Zoho applications like Zoho Desk, Zoho Sheet or Zoho Projects
   
5. Approvals: allows you to specify the approvers for a form so that when an answer is submitted the approvers review and approve it

In the builder menu, drag and drop the desired type of field on the left, to the canvas in the center or double click it:

Once the field is added, you can change the properties of the field by clicking the right option:

Add the information like the field label, instructions, if it's mandatory, if it accepts duplicates, the initial value and things like the placeholder text and hover text:

Once the form is completed, click the "Share" menu and copy the appropriate link:

Next steps

Now that you know how Zoho Forms works, you can install the app in your iPhone or android phone. 

Additional resources

• Related Articles

• Creating surveys through Zoho Survey

  Topics covered in this article This article explains to create surveys using Zoho Survey. Who is this article for? Everyone within the organization. Prerequisites Before proceeding, ensure you: Have access in your computer or phone, to Zoho Survey ...

• Working with expenses and expense reports in Zoho Expense

  Topics covered in this article This article explains expenses reports, what they are and how can they be used to gather expenses. Who is this article for? This article is for employees that need to register expenses or work with expense reports ...

• Introduction to Zoho Connect

  Topics covered in this article This article is an introduction to Zoho Connect. Who is this article for? Everyone within the organization. Prerequisites Before proceeding, ensure you: Have access in your computer or phone, to Zoho Connect About Zoho ...

• Introduction to Zoho Sprints

  Topics covered in this article This article covers Zoho Sprints, the Zoho app used to work with projects that are developed based on agile frameworks. Who is this article for? All employees. Prerequisites Before proceeding, ensure you: Have access to ...

• Introduction to Zoho Writer, Show, and Sheet

  Topics Covered in This Article This article offers an introduction to Zoho Writer, Show and Sheet. Zoho Writer is a word processor, Show helps us creating presentations and Sheet is a spreadsheet application. Who is this article for? This article is ...