If there’s one feature we had to pick in Zoho Creator that could help you achieve the most, with the least amount of effort, it’s Form Automation.
Form automation is a time-saving addition to Zoho Creator that can make your everyday work easier. It allows you to define your business rules and workflows. The best part is you can do this without any coding.
With this feature, your app can now show/hide fields or sub-forms or complete a set of tasks when a form rule is met while the user fills, submits or modifies a form. You can trigger actions such as displaying custom confirmation messages, redirecting users to different web pages, sending predefined email/SMS notifications based on different rules that are met.
In an Order Management app or any app with a payment facility, where customers can pick from multiple modes of payment. If the customer selects Credit Card as the method of payment, then he/she would see fields such as Name, Credit Card number and so on. Whereas, if they picked bank payment as the mode of payment, the fields would be different. Based on the customer’s selection, you can show him/her the relevant fields. Another scenario could be a doctor’s appointment booking app. If the patient says, yes in the Allergy field, then questions related to the allergy will show up in the form.
In a service request application, for instance. You can simply configure a notification to the respective team when the customer picks a product from the dropdown options.
It is unbelievably simple to create a form automation. It’s just three steps:
1. Create the rule. When this rule is met, the action is triggered.
2. Select a task, the action that needs to be triggered.
3. Assign tasks to rules.
And voila! You have automated a task.
Give Zoho Creator’s Form Automation a shot! You’ll be amazed at the intelligence you build into the forms in just a couple of minutes. And this is just the beginning. We will be adding many more going forward. We’d love to hear from you, though. Let us know what workflows you’ll be building in the comments below.