Create Your Own Zoho Form

Now, it’s time to create the “Financial Planning Meeting Review” form itself. (See previous quizzes at the end of lessons)

Go to your Forms app and create a new Form. Create questions for all the fields that you just added to the new “Financial Plan Reviews” module. First/last name, email, meeting date, today’s date, rating, comments, etc.

(you could automate today’s date so they don’t have to fill it out. Can you think of a way to do it? Hint: think workflow rules and field updates).

Integrate the form with your new custom module and test it out. Then, share the Form link with a friend to show them the budding Zoho master you are!