Form Controllers add customisable, interactive forms to widgets inside Zoho SalesIQ, letting operators collect structured data or take further action directly from within the chat window.

How forms fit into widgets

A widget's Action Handler can return a Form response type when it needs to collect data from the operator using the widget, rather than simply displaying information. That collected data is then governed by the form's own controllers.

Building blocks of a form

A typical form has a header, a short description explaining its purpose, a collection of inputs, such as customer name, email, or membership type, and an action such as Submit or Cancel. For example, a membership upgrade form might collect a customer's name, email, country, and desired membership type before submitting the change.

The handlers that drive a form

• Change handler. Runs when an input's value changes, if that input has trigger_on_change set, and can add, remove, or update other fields in response.
• Dynamic field handler. Runs as text is entered into a dynamic select input, populating dropdown options on demand rather than from a fixed list.
• Submit handler. Runs when the form is submitted, or cancelled if applicable, carrying out the intended action, such as pushing the collected data to an external application.

A worked example

An operator could collect a customer's complaint through a form and, on submission, automatically create a ticket in a connected help desk application, rather than manually logging it separately after the chat ends.