Zoho / Highrise Integration - Jotform Missing Form Fields

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    2adorable
    Asked on September 07, 2012 at 10:02 AM

    jotform is where im having the issue not zoho, i also tried highrise and i am having the same issue!!!

     

    several fields in my form are not available for selection/mapping while in the integrations window??

    for example .... i go into zoho...i create the custom field for "postal code" ... i come back to jotform open the form.... open the integrations ... select zoho... click to add another feild... select "postal code" ..... but then i do not see it as a selection on the jotform side?

    it shows up as a selection from zoho... but is for some reason missing in jot form...

    i have uploaded a screen shot.

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    NeilVicente
    Answered on September 07, 2012 at 10:35 AM

    Apologies for the inconvenience. However, your screenshot did not display properly on this thread.

    Please upload the screenshot via this page, then post the generated URL here.

    I'll be forwarding your query to the development team for further investigation. Thank you!

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    2adorable
    Answered on September 07, 2012 at 10:51 AM

    http://trueonlineautoloans.ca/jotform%20screen%20shot.jpg i uploaded it to my server

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    NeilVicente
    Answered on September 07, 2012 at 11:05 AM

    Thank you. We will contact you as soon as this gets sorted out.

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    NeilVicente
    Answered on September 07, 2012 at 11:12 AM

    After doing further tests, I was able to figure this out. Apparently, only newly added fields (on JotForm) can be mapped on the integration current instance.

    If you check your form, you'll find a "test post code" field I have added to it. The said field can be mapped to your custom zoho field.

    Can you please try removing the current integration? Afterwards, redo the integration then check if the custom postal field (zoho) can be mapped to your form's postal code.

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    NeilVicente
    Answered on September 07, 2012 at 11:14 AM
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    2adorable
    Answered on September 10, 2012 at 09:12 AM

    hi, i was able to map all the fields to my zoho fields, but now i have a new problem.

    when i filled out a test form some of the fields i filled out didnt show up in zoho? what coulb be causeing this problem

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    jeanettebmz
    Answered on September 10, 2012 at 11:44 AM

    Make sure the validation on both Jotform fields and the ZOHO fields are the same . For example, if you are mapping a custom field in Jotform with email or alphanumeric validation , but you have mapped it to a Zoho field which has text validation, it will not work

    Please check on that and let us know

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    2adorable
    Answered on September 10, 2012 at 02:31 PM

    ok i honestly do not know what is going on with this integration ive been at it for so long my eyes are hurting. i create the form field in zoho i create the form field in jot form.. i integrate it... then when i open the integration tool it doesnt even show the question i just integrated and i have to do it all over again??

    sometimes it works and sometimes it doesnt... it seems unstable?

     

    highrise integration is easy and works but doesnt have nearly as many features as zoho interms of customization for my company...

    its like i cant win... is there someone i can pay to help me with this? is it the browser i am using? should i be using internet explorer?? im really exhausted with this..

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    NeilVicente
    Answered on September 10, 2012 at 02:40 PM

    @2adorable

    My suggestion would be to remove the current integration, add all the custom fields you need at once (on Zoho), taking note of the field types, then finally integrating the form.

    For more information about custom field types, please refer to the link below:

    https://www.zoho.com/crm/help/customization/custom-fields.html#Custom_Fields

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    2adorable
    Answered on September 10, 2012 at 05:56 PM

    why is it that some of the questions in my form like drop down type ... will work with a text type question in zoho?

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    jeanettebmz
    Answered on September 10, 2012 at 06:00 PM

    Dropdown question can be taken as text input type using some script codes , so that might be the reason.