Wednesday, September 24, 2014

ZOHO CRM - Create Sections in your Zoho Web Forms and other enhancements

The Zoho CRM drag and drop interface for creating web forms is really nice and easy to use, but it has its limitations... you can basically create a single column list of fields with a title, and choose your background and text colors.  Wouldn't it be nice to maybe organize the form fields into sections (especially if you have a lot) with section titles and lines?   Here's how you do it...

CREATE THE FORM
Drag the fields into the window in the order you want them on your form.  Mark fields mandatory, and add hints if desired (see previous tip on how to do that).  Next, enter the URL links, ownership assignment strategy, and notification information.  The last page provides the embedding options.  I usually recommend the <iframe> method so that the embedded form is automatically updated when the form is changed in CRM, but if you want to augment the form, copy and paste the html code into an html editor.

MODIFY THE HTML CODE IN AN HTML EDITOR
Zoho CRM creates the form as a <table> with two columns.  To add Section headers with an underline, simply insert rows between the fields where you want to create a section break:

<tr><td colspan="2">SECTION HEADER <hr></td></tr>

if you want to give these section headers some style, simple add <span> tags with embedded CSS with the text like this:

<span style="font-size: 22px; color:red; font-weight:bold;">SECTION HEADER </span>
results in:

SECTION HEADER

There is no limit to what you can do here, just be careful not to change any of the Zoho CRM specific data!

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