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How to use Zoho Creator
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Zoho Creatorhttp://creator.zoho.com
Discussion points:What is a difference between a survey tool and an online database tool?When do you need to collect information into a database?
Getting set up
Create An AccountCan sign up with Google
or Yahoo account
Home PageApps are like
folders in a way - they can contain multiple forms
Click on the name of an app to
see all forms in the app
Create an app and forms
Setting up app and form
Option to upload from a spreadsheet
to create
Normally start from ‘Add Form’
Remember that an app is sort of
like a folder
Adding fields to your formDrag from here Into here.
And edit details of your field
Other kinds of fields
Dropdown menuImportant - do not use
speech marks or apostrophes when typing
options
People can hold down Ctrl or Apple key to select multiple
answers
Multi Select
URL
Decide on appearance options
Checkbox
Re-ordering
Want to reorder your questions? Simply drag them
around on the form.
Form Properties
Quickly add a success message that people will see when the
form is submitted.
Level of access
Can can make the form private or public (indexed in search
engines). Private forms can still be embedded but results won’t be indexed. You can also share
with specific users.
App and Form Layout
How the forms that are inside your App will be laid out.
Themes
Themes with colour options or build your own
Order and Organisation
Add headers so you can have your forms organised within
your app
Accessing your formThis is a live version of
your form. You can enter information into it and it will be added to
the database.
Need to keep editing? Click on
this at top of form.
Embedding your formYou get the embed code from the live version of
the form.
If the form is private, you will need to click
this to get embed code that everyone can see.
Then click in the window and copy the code. Use this to add
to your site.
Views
ViewsViews are the databases where the infomation from
submitted forms is stored.
In edit mode, you can drag the titles of fields to re-order them in
the view.
ViewsYou need to ‘Access the Application’ to see the information
within the Views.
The view is the one with the green icon.
Data will appear in here as it is added
Filtering ViewsYou can filter the results by the answers given to multi-
choice fields - handy when you want to see all entries that have selected a particular workshop.
Embedding ViewsYou can also embed the View as well as the form in a website if you want people to easily be able to view the results (same
process as for forms)
Exporting Data
Information within a View can be exported in a large range of formats.
Advanced - scripting
Scripting options for fieldsYou can add scripts (action) to a field
This is the script to set a limit on the number of people who can
choose a particular response (I got a LOT of help from Zoho to do
this :-)
If you are cut and pasting script, you need to be in
‘Free-flow scripting’ mode
Scripting options for formsSend Email
You can add a script that actions when the whole form is submitted. The best uses I have found for this is sending an
email to the person that has just completed the form
Sample that opens in ‘Actions on Success’ is for
sending email. Hover mouse over and then click ‘Edit’
Send email scripting continued
zoho.adminuserid - leave this in place. It will send from the
email address you have associated with your account. You can remove it from ‘To:’ if
you don’t want a copy.
Click the little script icon to choose the email field to enter
into To: address
Select the email field
To: will now look like this
You can type in a subject or click the ‘Insert Expression’ button to again input the
content of one or the fields as the subject.
Send email scripting continued
You can then type in the message of your email using
the toolbar to format and add hyperlinks if you want.
Send email scripting continued
I use the ‘’Insert Expression’ option to add the name from the name field on the form
into the email
