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The title says it all:


I don't know why this is the case, but I start to hate the system and regret my decision of implementing it across our whole organization because of all the limitations we are facing. What should we do now?

1 user has this problem.
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  • 15 days ago

The best way out would be to create a module and relate it to a lookup field within the linking module.

  • 15 days ago

Thank you for your comment. I really appreciate the input!

I understand that we could create a somewhat clunky version of a subform using a lookup. However, it wouldn't provide the same functionality or user experience as a true subform.

We use subforms extensively to generate lists of things that need to be done for a car. Introducing a related list would cause a significant disruption to the UI in our system.

Additionally, related lists are not as user-friendly as subforms. Creating a new record is much more cumbersome compared to simply adding a new row inside a subform.

With subforms, we can easily use aggregate fields directly beneath the subform. Related lists, on the other hand, can only appear in the details section or notes of a record, while rollup fields can only be placed in the details section as well. This results in information being scattered across the entire record, which is not an ideal solution.

Our users are workshop staff who need quick, easy access to all relevant information without having to search for it.

We also need this!

  • 14 days ago

In fact I agree with all the points you've made, it's a strange limitation, we could work with subforms directly in link modules.

But the alternative I mentioned is not about working with related lists, because it is not possible to relate a linking module as a Lookup Module in a Lookup field.

The idea is that you create a custom module and add a lookup field inside the linking module for this new module. From a record in this new module you would create a subform to manage the characteristics of cars, which would point to the linking module.

You could improve this flow by adding a wcom widgets abstraction, but I don't know if that's outside your scope.

I understand that it can seem very bureaucratic and sometimes it's annoying how we have to think of crazy solutions because of limitations that seem meaningless.

I hope I've helped.

Best regards

  • 14 days ago

Thank you Andres for taking the time to give me an alternative solution. That is so nice of you!

Now I think I understood what you mean. So we use a dummy module with a subform just to add the subform to the linking module? We definitely would need a widget to present this information in the linking module then, otherwise it would be too complicated for our staff. Although I don't like the workarounds, this is an alternative if we can't get subforms activated for our linking module by Zoho support. It would cost us a lot of time and money for customization though.

Yes, the thing that annoys me the most, is that the limitation are so meaningless. Just like you said. I mean, why is a subform inside of a linking module a problem? I can't wrap my head around that. 

Anyway Andres, you are the man, thank you! 

Do you do Zoho consulting work or are you using Zoho for your own business?

  • 14 days ago

By the way: CPQ also only works for subforms, so we would lose this functionality by using this workaround.  

  • 14 days ago

Imagine, @Zohoboy! It’s a pleasure to help.

Actually, we are just adding an extra layer that will interact with the linking module.

I've created a video with the basic structure so that you can better visualize the problem, see attached.

In summary, the linking module "Module 1 x Module 2" has a lookup field pointing to the "Support Linking Module", where we have the entire necessary structure with subforms (and you can work on CPQ here). In this module, you can add references to Module 1 or Module 2 within the subform items in case you need to connect each item to its respective module.

And as you pointed out, the flow for the end user is a bit confusing and lengthy. One alternative to widgets (I always try to use them as a last resort) is to streamline this flow using a Kiosk, prompting the user to provide the necessary data to create the entire structure of the flow you have defined. From there, you would have to deal with the Kiosk's limitations 😁

I started implementing it in a business, but I also do some consulting. I consider myself a Zohoboy too!

If you need any further assistance, I’m available!

Best regards

Linking Modules.mp41 MB
  • 14 days ago

Thank you again Andres (or should I say Zohoboy 2? 😂).

That's how I meant it, the related list term was used by mistake. We really want to prevent to have to click into the lookup to create what we need. Let's see if we can get a subform into the linking module somehow...  

I really don't know if I can proudly call myself Zohoboy in the future.. these limitations drive me crazy.. The behavior of the staff to mark this as "Not a problem" makes it even worse..  

  • 14 days ago

 Why is this marked as "Not a problem"? 

Hello
 
 ​,

I apologize for the delay in getting back to you. I truly appreciate you taking the time to share your feedback and highlight the challenges you're facing with subforms in the linking module. I understand how important this functionality is for your requirement, and I want to assure you that we've shared your suggestion with our product team for further analysis.

While we don't currently support subforms in the linking module, we're actively reviewing this requirement, and we’ll keep you updated as soon as we have any news to share.

Please keep the feedback coming. Thank you for your patience and understanding!


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