Skip to product menu
close
  • Recent Launches
    Press Space or Enter to display list of options
EXPLORE ALL PRODUCTS

Recent Launches

New

Payroll software with automated tax payments and filing.

Try now
New

Robotic process automation software to automate high-volume, rule-based tasks.

Try for free
New

Low-code IoT platform and solutions for connected businesses.

Try now
New

Business formation service to launch and grow your businesses.

Try now
New

Privacy-friendly application analytics solution.

Try for free

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT

Search Result

 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
Skip to main content

Creator On-Premise - Quick Start Guide

Overview

Zoho Creator On-premise is an installable low-code platform for creating enterprise-grade custom applications that can be seamlessly accessed from smartphones, tablets, and web browsers.

This guide will help you get started with building custom apps using Zoho Creator On-Premise. This guide illustrates building a Recruitment Management app using Zoho Creator to give you an overview of how you can deconstruct your business processes and build an app that fits the custom needs of your organization.

Plan your app

Before you start building your app, it is crucial that you:

  1. Identify the business processes that you'd like to organize and automate
  2. Outline the data that each process is based on, as well as the roles or profiles involved
  3. Outline how the roles or profiles involved, will interact with the app

Recruitment Management app

Imagine that you are an executive who has been tasked with managing the recruitment of candidates, and that you've decided to build an app that collects and manages information about the candidates who apply to the recruitment process.

This app is meant to cater to the following participants:

  • The Candidates, who apply to the recruitment process
  • The Manager, who conducts the interviews and decides whether a candidate is eligible to be selected or not
  • The Recruitment Executive (yourself), who is in charge of monitoring this process

Flow of the app - a summary

  1. Candidates apply for recruitment
  2. Manager schedules an interview for all applicants
  3. After each interview, the Manager updates whether the concerned candidate is selected or rejected

Requirement-solution mapping

The following table lists the requirements of the recruitment process that this Recruitment Management app addresses:

RequirementSolution in Zoho Creator
Provide a way for candidates to easily apply to the recruitment processCreate a Form and Publish it (make it publicly accessible)
Automate notifying candidates that their applications were submitted successfullyEnable sending email notification whenever a candidate submits the Form
Provide a way for the manager to view the details of all applicantsCreate a List Report and give the manager permission to view candidate records
Provide a way for the manager to schedule interviews with the candidates, and view the scheduled interviewsCreate a Form through which the manager schedules interviews and create a Calendar Report, based on this Form, to view the scheduled interviews
Automate notifying the candidates as and when the manager schedules their interviewCreate a Workflow that sends an email once the manager schedules an interview
Provide a way for the recruitment executive to quickly glance at the status of the process via a dashboard that displays the candidate informationCreate a Page

Create the Recruitment Management app

Note:

  • To install Zoho Creator on your Windows and Linux machines, refer here.
  • To access and start the service on your Windows and Linux machines, refer here.
  1. Once you've logged in to Creator, you will be taken to your account's Home.
  2. Click New Application, near the top-right corner of the page. If there are no apps in your account, click Create Application near the bottom of the page.
  3. Select Create from scratch, displayed on the left.
  4. Set the app's name as 'Recruitment Management', then click Create. You will be taken to the Design page of your app:

You've now created an app. However, the app does not have any components (form, report, page or workflow) in it. You will need to start by creating a form — the component of a Zoho Creator app through which users enter data in the app.

Each entry submitted through a form is called a record. Just like how a spreadsheet has columns, forms in Zoho Creator have fields.

Create form

  1. Click Create new form, near the bottom of the Design page.
  2. Select Blank.
  3. Set the form's name as 'Application Form', then click Create Form. You will be taken to the form builder:

  4. Drag and drop the Name field from the field palette (displayed on the left), to the form. Its Field Properties will appear on the right.

    Each field comes set with:

    • Field name: Its the text that is displayed next to its input area in a form. This lets the users know what information they are to enter in that field.
    • Field link name: Its the name with which a field is internally referred by Zoho Creator

    You can use these default names or edit them as required.

  5. Set the Name field as Mandatory to ensure that a candidate cannot submit an application without entering their name.
    1. Navigate to the Field Properties > Validation section
    2. Check the checkbox next to Mandatory:

  6. Drag and drop the Drop Down field onto the form.
    1. Set its Field name as 'Application Status'
    2. Navigate to the Field Properties > Choices section on the right, then set the choices as shown below
    3. Click the radio button next to 'Applied'

  7. Drag and drop the following fields to your form:
    Type of FieldSet its Field name asConfigure its Field Properties
    EmailEmail AddressSet as Mandatory
    PhonePhone Number-
    File uploadResumeSet as Mandatory
  8. Click Done, displayed at the top-right corner of the form builder:

You will be taken to the Design page of your form, where you can customize and preview your form's appearance:

  1. This is where you will see a preview of your form's appearance.
  2. Select a deviceBrowserPhone, or Tablet—to customize your form's appearance on that device. The selected device will appear in the preview.
  3. Select a layout: Layout defines label placement. Device-specific layouts will be displayed here. The selected layout will be applied in the preview.

Click the Phone icon as shown below. The Design page of the Application Form, with the preview of how it will look when accessed on a smartphone, will appear:

Send email notification on form submission

Now that you have created the form through which the candidates will submit their applications, let's address the requirement that the app is to automate notifying the candidates that their applications were submitted successfully.

As the candidates will be sharing their email address while submitting the Application Form, we can notify them by sending an email when they submit this form. You can achieve this by using one of the built-in features of forms in Zoho Creator.

Note: Before enabling the send email notification option, you need to configure the mail server. Learn how

To enable sending an email on form submission:

  1. In the Design page, hover the mouse over the form's preview, then click Open Form Builder.
  2. Click the Properties icon near the top-right corner of the form builder, as shown below. The Form Properties pane will appear on the right.

  3. Check the checkbox next to Send email notification, as shown below. The Customize link will appear:

  4. Click Customize. In the Set email notification pop-up window:
    • Set To: Select the Email Address field
    • Set Subject as 'Confirming your application'
    • Set Message as shown below
    • Click Done

  5. Close the Form Properties, then click Done at the top-right corner of the form builder.

Create workflow to hide fields on form

The Application Status field in the Application Form is meant to track the candidates' progress in the recruitment process. It's a field that must not be exposed to the candidates when they submit the form, but must be visible to the recruitment executive and the manager.

This concerns the event of a candidate submitting, or creating, a record. Thus the workflow needs to be triggered during record creation. To do this:

  1. Click the Add New icon at the top of the Design page:

  2. Select Workflow.
  3. Select While using the form.
  4. Select Application Form from the dropdown next to Choose form.
  5. Select the choice Created for Run when a record is.
  6. Select Field rules from the dropdown next to When to trigger workflow.
  7. Set the workflow's name as 'Hide Application Status field'.
  8. Click Create Workflow.

    You will be taken to the workflow builder:

  9. Click Add New Action.
  10. Set Run this action with the choice Always.
  11. Select Hide fields under Select an action.

  12. Select Application Status in the dropdown next to Select Fields:

  13. Click Save at the bottom-right corner.
  14. Click Done at the top-right corner of the workflow builder.

You will be taken to the Workflow page of your app. When you access the Application Form hereafter, the Application Status field will not appear.

Access the app

  1. Click Access this application in the top-right corner of the Design page:

    You will get to access the Application Form:



    ​Try submitting some dummy candidate records through your form. Doing this will help you to visualize your app as you continue to add components (forms, reports, workflows, and pages) to it.

  2. Click All Applications on the left, as shown below. A List Report will appear. It will display all the entries submitted through the Application Form.

If you go through all the steps you've covered so far, you'll notice that nowhere did you create this report. When you create a form, Zoho Creator automatically creates a list report for it. A report is the component of a Zoho Creator app which enables your users to view the data submitted through a form. All Applications is the default list report of the Application Form.

The view that you see on accessing the All Applications report, is its Quick View. The Quick View of a report enables your users to view multiple records in one glance.

When you click on a record, the Detail View will slide in from the right. The Detail View of a report enables your users to view a single record in detail.

Edit the app

Click Edit this application at the top-right corner of the app:

Since you clicked Edit this application from the All Applications report, you'll be taken to its Design page:

Here, you can perform device-specific customizations for the Layouts and Actions of this report's Quick View and Detail View, displayed on the right. As you customize, the Design page will let you preview them.

Create relationship between forms

A relationship in Zoho Creator defines how records in one form are related to the records in another form. The related forms can be in the same app or in different apps in the same account.

There are two ways in which you create a relationship in Zoho Creator – by adding a Lookup field or a SubForm field to a form. This guide illustrates using a lookup field to create a relationship between forms.

At this stage, your app only has the Application Form in it. To establish a relationship, you need another form. This second form is going to be the one through which the manager schedules interviews for the applicants. To create this form:

  1. Click the Add New icon displayed at the top of the Design page.
  2. Select Form, then select Blank.
  3. Name the form as 'Schedule Interview', then click Create Form.
  4. Drag and drop a Lookup field onto the form.
    • Select the Recruitment Management app, then the Application Form, and then the Name field
    • Select Display format as Dropdown
    • Click Done

  5. Configure the Lookup field:
    • Set its Field Name as 'Candidate'
    • Navigate to the Display Fields section and click the - icon displayed next to the Prefix and Suffix fields. (This will remove them from the display)
      Note: You can select maximum of 3 display fields for a lookup field.
    • Navigate to the Validation section and check the checkbox next to Mandatory
    • Navigate to the Choices section and check the checkbox next to Set Filter
    • Select the Application Status field, then the equals operator, then the choice Applied, and then click Done

  6. Drag and drop the Radio field onto the form:
    • Set its Field Name as 'Selected?'
    • Navigate to the Field Properties > Choices section on the right, and set the choices:

  7. Drag and drop the following fields onto the form:
    Type of FieldSet its Field Name asConfigure its Field Properties
    Date-TimeInterview Date & TimeSet as Mandatory
    Multi LineComments-

     
  8. Click Done at the top-right corner of the form builder. You will be taken to this form's Design page.

You've now created a relationship: the Schedule Interview form, through the Candidates lookup field, is related to the Application Form.

Create workflows to hide fields, send email & update record

When the manager schedules an interview for a candidate:

  1. They should receive an email stating the date and time of their interview
  2. Their Application Status must be updated from 'Applied' to 'Scheduled for Interview'. (This is to ensure that the manager does not schedule another interview for the same candidate. This supplements the filter we added to the Candidate lookup field in the Schedule Interview form.)

Also, you need to hide the Selected? and Comments fields when a manager schedules an interview. (It just doesn't make sense to let the manager see these fields when scheduling an interview. They're needed only when the manager is done interviewing a candidate.

You can add these actions in separate workflows depending upon their trigger instance (when the manager adds a record in the Schedule Interview form).

To create a workflow to hide the two fields:

  1. Click the Add New icon displayed at the top of the Workflow or Design page of your app.
  2. Select Workflow.
  3. Select While using the form.
  4. Select Schedule Interview from the dropdown next to Choose form.
  5. Select the choice Created for Run when a record is.
  6. Select Field rules from the dropdown beside When to trigger workflow.
  7. Set the workflow's name as 'Hide fields', then click Create Workflow.

  8. Click Add New Action in the workflow builder.
  9. To hide fields:
    • Set Run this action with the choice Always.
    • Select Hide fields under Select an action.
    • Select the fields Selected? and Comments from the dropdown next to Select Fields.
    • Click Save at the bottom-right corner
  10. To create a workflow to send interview details to candidates and update candidate records:
    Note: Before creating a workflow to send email, you need to configure the mail server. Learn how
    • Repeat the above steps from 1 to 5.
    • Select Successful form submission from the dropdown beside When to trigger workflow.
    • Set the workflow's name as 'Send interview details', then click Create Workflow.

  11. Click Add New Action in the workflow builder.
  12. To send interview mail,
    • Select Deluge Script
    • Paste the following code snippet in the script editor:

      candidate_record = Application_Form [ID = input.Candidate];
      sendmail
              [
              from: zoho.adminuserid
              to: candidate_record.Email_Address
              subject: "Interview Scheduled"
              message: ("Hello, " + candidate_record.Name) + "<br><br>Your interview has been scheduled on " + input.Interview_Date_Time
              ]
      candidate_record.Application_Status = "Scheduled for Interview";

  13. Click Save at the bottom-right corner
  14. Click Done at the top-right corner of the workflow builder. You will taken to your app's Workflow page.

Create and customize calendar report

In addition to the list report, the following types of reports are available in Zoho Creator On-Premise: Spreadsheet, Kanban, Calendar, and Timeline. Each report enables a specific user experience. For example, a spreadsheet report enables you to view and edit records as if working on a spreadsheet. Each report type require the records it will display to contain a certain type of information.

For creating a calendar report, you'll need a date or date-time field. The Interview Date & Time field in the Schedule Interview form is a date-time field. To create a calendar report this form:

  1. Click the Add New icon at the top of the Design page.
  2. Select Report, then select Calendar.
  3. Select Schedule Interview from the dropdown next to Based on the form.
  4. Select the Candidate field from the dropdown next to Event title.
  5. Select the Interview Date & Time field from the dropdown next to Event starts on.
  6. Set the report's name as 'Interview Calendar Report', then click Create Report.

You will be taken to its Design page. Customize it as follows:

  1. Click Detail View on the right.
  2. Click Layout.
  3. Click on the first layout, as shown below. The Configure Fields pane will slide in from the right.

  4. Select the Candidate field.
  5. Select All Applications from the Link to view dropdown:

  6. Click the Close icon at the top-right corner of the Configure Fields pane.

Create workflow to update record

Based on the manager's decision after each interview, the Application Status of the candidate must be updated. To do this:

  1. Click the Add New icon at the top of the Workflow or Design page of your app.
  2. Select Workflow.
  3. Select While using the form.
  4. Select Schedule Interview from the dropdown next to Choose form.
  5. Select the choice Edited for Run when a record is.
  6. Select Successful form submission from the dropdown next to When to trigger workflow.
  7. Set the workflow's name as 'Post interview update', then click Create Workflow:

  8. Click Add New Action in the workflow builder.
  9. Select Deluge Script.
  10. Paste the following code snippet in the script editor:
    candidate_record = Application_Form [ID = input.Candidate];
    if (input.Selected == "Yes")
            {
            candidate_record.Application_Status = "Selected";
            }
    if (input.Selected == "No")
            {
            candidate_record.Application_Status = "Rejected";
            }
  11. Click Save at the bottom-right corner
  12. Click Done, displayed in the top-right corner of the workflow builder.

Create page

Page is the component of a Zoho Creator app with which you can, amongst other things, enable your users to have a birds-eye view of the data managed by the app. To create the page for this Recruitment Management app:

  1. Click the Add New icon at the top of the Design page.
  2. Select Page.
  3. Set the page's name as 'Dashboard', then click Create Page.
  4. You will be taken to the page builder:

  5. Drag and drop the first Panel. The Panel Configuration pane will slide in from the right:

  6. Select Count under Display tab on the right:

  7. Select the Application Form.
  8. Select Selected Records under Evaluate for.
  9. Define the records to be counted using the expression, as shown below, then click Done.

    You'll see the following on the right:

  10. Select the text box that is displayed below the count:

  11. Set its Value as 'To be interviewed' on the right:

  12. Click the Close icon at the top-right corner of the Panel Configuration pane.
  13. Click Panel on the left, then repeat steps 4 to 11 such that you have a total of 4 panels in your page that show the count of records from Application Form where the Application Status is 'Applied', 'Scheduled for Interview', 'Selected', and 'Rejected'.

  14. Select Report, displayed on the left, then select the Recruitment Managemen​t application, and then select the Interview Calendar Report:

  15. Drag and drop Embed as Report widget onto your page.
  16. Click Done at the top-right corner of the page builder.

Publish form

By default, your app can be accessed only by the users with whom you've shared it. However, as mentioned in the requirement-solution mapping section, the Application Form needs to be made publicly accessible. Zoho Creator enables this using the Publish feature. To publish this form:

  1. Click Settings, as shown below. You will be taken to your app's Settings page.

  2. Click Publish under Users and Control:

  3. Select Application Form from the dropdown, then click Publish.

  4. Copy the Perma Link that appears in the Published URL pop-up window.

    If you want to embed this form in your website, use the Embed Code

Share the app

Now that you've built an app and customized it to suit your business process, the only step remaining is to share it. Sharing an app means enabling your users to access some or all components in that app. In this Recruitment Management app, the manager needs to be given access to the app. To share the app:
  1. Click Share at the top-right corner of the Design page:

  2. Select User:

  3. Enter the email address of the user with whom you want to share your app with, below Add Users.
  4. Select Add Permission Set in the dropdown below Choose a permission. The Add Permission Set pane will appear.
  5. Enter a name and description (optional) for the permission set.
  6. Select the components that you want your user to be able to access, and the actions they can perform. For this Recruitment Management app:
    • Check the View checkbox against the Application Form, then select the All Applications report. (The manager should not be able to add entries in that form; they should be able to view all entries submitted; they should not be able to edit any of the entries)
    • Check the Access checkbox against the Schedule Interview form, as the manager should be able to add entries through it.

Access the Recruitment Management app

  1. The candidates apply to the recruitment process using the published Application Form. As each application is submitted:
    • The Application Status field is set as 'Applied'
    • An email is sent to the email address that the candidates input in the form

  2. The manager accesses the Interview Calendar Report. The manager schedules an interview by clicking on the required date in this report.
    • This will open the Schedule Interview Form, as shown below
    • The manager will select a candidate and set their interview's date and time, and then click Submit:

  3. Once the manager schedules an interview, the following happen:
    • An entry appears in the Interview Calendar Report

    • The Application Status of that candidate is updated from 'Applied' to 'Scheduled for Interview'
    • An email is sent to the candidate, informing the date and time of their interview
  4. Once the interview is over, the manager can update if the candidate is selected or not, as follows:
    • Select the required record in the Interview Calendar Report. The Detail View will appear:

    • Click the Edit button. The Schedule Interview form will open with the details of the selected record.
    • Set the Selected? field as Yes to select that candidate, or No to reject the candidate, then click Update. Based on the selection, that candidate's Application Status is udpated as 'Selected' or 'Rejected'.

  5. The recruitment executive (yourself), as the administrator (or admin) of the app, has access to all the components in the app. You can use the Dashboard page to view all of the recruitment-related information in one place.

Still can't find what you're looking for?

Write to us: support@zohocreator.com