Zoho CRM - Wizards

A long form can be daunting to complete correctly, especially when only some fields are relevant depending on earlier answers. Zoho CRM Wizards break a complex record creation process into a series of manageable screens, guiding the user through the right fields in the right order.

What a Wizard does

Splits record creation into multiple steps, each showing a chosen subset of fields
Ensures data is captured systematically, rather than users scrolling through one long form in any order
Navigates dynamically, showing different screens depending on the values already entered
Lets a record be saved as a draft partway through

Note: Fields not included in a wizard step aren't lost. They remain accessible on the standard record view once the record exists, since a Wizard controls the creation experience rather than the record's full structure. Each step can also have its own mandatory field requirements, separate from the module's overall required field settings, which only apply while that step of the wizard is in progress.

Who sees a Wizard

A Wizard is assigned to one or more user profiles. Anyone whose profile is assigned the wizard sees it when creating a new record in that module, while users on other profiles continue to see the standard record creation form.

Building one faster with Generate Wizard

Building a Wizard from scratch, creating screens, adding fields, configuring buttons and rules, and setting permissions, can take a while. The Generate Wizard option speeds this up by letting you build a wizard by simply selecting the sections and fields you want, rather than assembling every screen manually.

Reviewing before saving

You can also configure a summary screen that appears before a record is saved, giving the user a chance to review everything they've entered on creation, on edit, or both, before confirming. This is especially useful for longer wizards, where mistakes made early on can be easy to miss by the final screen.

Client Script support

Wizards support Client Script for more advanced validation and dynamic behaviour than the standard field rules allow, such as enforcing different minimum quantities depending on a selected category, or automatically copying a value from one field into another based on a checkbox response.