How to use Zoho Creator

1. Zoho Creator
http://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?

2. Getting set up

3. Create An Account
Can sign up
with Google
or Yahoo
account

4. Apps are like
folders in a way -
they can contain
Home Page
multiple forms
Click on the
name of an app to
see all forms in
the app

5. Create an app and
forms

6. Setting up app and form
Remember that
Normally start an app is sort of
from ‘Add Form’ like a folder
Option to upload
from a spreadsheet
to create

7. Adding fields to your form
Drag from here
Into here.
And edit details
of your field

8. Other kinds of fields
Important - do not use
Dropdown menu speech marks or URL
apostrophes when typing
options
Decide on appearance
Multi Select options
Checkbox
People can hold down Ctrl or
Apple key to select multiple
answers

9. Re-ordering
Want to reorder your
questions? Simply drag them
around on the form.

10. Form Properties
Quickly add a success message
that people will see when the
form is submitted.

11. 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.

12. App and Form Layout
How the forms that are inside
your App will be laid out.

13. Themes
Themes with colour options or
build your own

14. Order and Organisation
Add headers so you can have
your forms organised within
your app

15. Accessing your form
This 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.

16. Embedding your form
You 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.

17. Views

18. Views
Views 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.

19. Views
You 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

20. Filtering Views
You 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.

21. Embedding Views
You 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)

22. Exporting Data
Information within a View can be exported in a large range of
formats.

23. Advanced - scripting

24. Scripting options for fields
You 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

25. Scripting options for forms
Send 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’

26. Send email scripting continued
zoho.adminuserid - leave this in
place. It will send from the Click the little script icon to
email address you have choose the email field to enter
associated with your account. into To: address
You can remove it from ‘To:’ if
you don’t want a copy.

27. Send email scripting continued
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
Select the email field the subject.

28. Send email scripting continued
I use the ‘’Insert Expression’
option to add the name from
the name field on the form
into the email
You can then type in the
message of your email using
the toolbar to format and add
hyperlinks if you want.

29. Presentation by Suzie Vesper
from CORE education
Want to get in touch?
suzievesper@gmail.com