zoho creator presentation

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

Presentation by Suzie Vesper from CORE education

Want to get in touch?suzievesper@gmail.com