【Zoho CRM】入力規則機能に関するアップデートのお知らせ

【Zoho CRM】入力規則機能に関するアップデートのお知らせ

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。


今回のアップデートでは入力規則機能に新たな設定オプションが追加され、以下が可能になりました。

  1. 項目を検証してから保存

  2. 注意メッセージの表示／確認後にデータを保存

  3. エラーメッセージの表示場所の指定

以下より詳細を確認していきましょう。


  1. 項目を検証してから保存 


アップデート前：

「保存する」ボタンをクリックしたときのみ項目の検証が可能でした。

検証するには、「必須項目の入力確認」と「保存ボタンのクリック」が必ず必要でした。そのため、保存ボタンを押すたびにすべての入力規則が実行され、毎回エラーメッセージが表示されていました。


アップデート後：


今回のアップデートでは入力規則の実行条件として、「項目を検証して保存する」オプションが追加されました。



他の項目を入力する前に、重要な項目の値を迅速に確認したい場合に、このオプションが役立ちます。

「項目を検証して保存する」オプションを選択すると、項目の値は項目下にある「検証する」ボタンをクリックした際と、データを保存する際に検証されます。

これにより、項目値を迅速に確認することが可能です。

このオプションは、条件に基づく入力規則および関数を使用した入力規則の両方で使用できます。
​「項目を検証して保存する」の実行方法オプションは、以下の場所では適用できません。ご留意ください。

  1. キャンバスページ

  2. 変換／一括変換ページ

  3. ステージの完了のポップアップ画面（商談の完了時）

  4. 詳細のポップアップ画面（データの詳細ページでの編集に対するレイアウトルールの実行時）

  5. ルックアップ項目のポップアップ画面

 

 2. 注意メッセージの表示／確認後にデータを保存 


アップデート前：

入力規則を設定する際は、「エラーで停止」を選択することが可能でした。選択した場合、項目に無効な値が入力されると、ユーザーにエラーメッセージが表示され、処理が停止し、そのデータは保存されません。


アップデート後：



保存前にデータを確認するようユーザーに促す注意メッセージを表示するために、「通知して許可する」オプションを追加しました。

入力された値が最適ではなく、入力された項目値をユーザーに再確認させたい場合に活用できます。






「通知して許可する」を選択していた場合、キャプチャのようにユーザーに注意メッセージが表示されます。

ユーザーが操作を確認すると、データが保存されます。また、この設定は各入力規則の条件ごとに個別に行うことができます。

 

※本機能は入力規則の種類が「条件を使用して検証する」及び入力規則の実行方法が「保存のみ」と設定された入力規則のみで使用可能です。

 

 3. エラーメッセージの表示場所の指定 


アップデート前：

項目に無効な値が入力されると、その項目の近くにエラーメッセージが表示されます。

 


アップデート後：

入力規則の各条件に対して、個別にエラーの場所を設定することができます。

 

※入力規則の種類が「条件を使用して検証する」、入力規則の実行方法が「保存のみ」及び、入力規則の処理内容が「エラーで停止する」と設定された入力規則のみ使用可能です。


 



「基準項目」を選択した場合には、キャプチャのように項目の側に警告文が表示されます。

 




一方、「ページ上部」を選択すると、キャプチャのように画面上部に警告文が表示されます。

 

 

その他 

上記のアップデートに加え、ルックアップ項目とユーザー項目に対する入力規則も作成できるようになりました。

 

Info
適応環境：すべてのユーザー

いかがでしょうか。入力規則機能を利用中のユーザーさんはぜひ試してみてください。

https://zurl.co/jKTM

 

……………………………………………………………………………………………

 

＋＋Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか？＋＋

 

︎Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。

（フォーラムTopから興味のあるサブフォーラムをクリック後「フォローする」をクリック）

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！  


    • Recent Topics

    • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

      Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

    • Incremental Migration Issue – Ticket Showing Resolution on Dec 9 Despite Urgent MX Cutover (Ticket ID: 152080262)

      I am experiencing an issue with Zoho Mail incremental migration from Rackspace. The initial full migration completed successfully, but the incremental migration for one mailbox failed immediately with the message: “User not exist” This appears to be a

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • Resend Client Portal Invitation + View Email Delivery Status

      Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation

    • Get user last login

      1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?

    • Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before

      Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us with

    • Zoho Expense Import Reports Won't Work Because Default Accounts Already Exist

      Im trying to import reports from another Zoho expense account to mine and im getting errors that won't allow the import to happen The account name that you've entered 'Ground Transportation' already exists. Enter another name for the account and try again.z

    • Adding Multiple Files to a Zoho Vault Entry

      There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see how

    • FNB South Africa Bank Feed

      I should've thought this wouldn't work. As suspect, Zoho claims to be able to pull bank feeds from First National Bank (South Africa), but fails everytime. I suppose Xero (or even Sage One) is the way to go? If they (miraculously) get it to work again,

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • Zoho unreliable

      Some mails are delivered, others not. How can I trust Zoho any more? Some friends get my e-mail, some don't. Same with receiving e-mails: Some I get, some not. If I use Google, everything works well. But Zoho?!!! How to solve this problem? I already reported this problem before, but didn't get any reply. Thanks, Kim

    • the custom domain forwards by default to the old career site / how to switch it off??

      dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria

    • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

    • Recording Shopify/Amazon fees in Zoho Books - Zoho Inventory

      We are currently flushing out the connections between Shopify/Amazon and Zoho Inventory. For other users of Zoho Books - Zoho Inventory, where and at what point do you record the merchant fees associated with theses channels? I have gotten mixed responses

    • Pre-fill webforms in Recruit

      I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have

    • Function #8: Add additional charges to invoices

      Here goes one of the highly sought-after custom functions in Zoho Books. If you find yourself needing to apply additional charges to customers on their invoices (say credit card surcharges, or fuel charges applicable to customers from a certain region,

    • Taxes Payable Adjustment

      I am from Canada and I need to make an adjustment to my Taxes Payable (HST) account.  Basically I need to take a portion of the amount within Taxes Payable and expense that portion to another account.  The adjusting entry would like like the following:

    • ASAP Widget Not showing "My Tickets"ed

      Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?

    • Bug Causing Major Sync & SO Access Failures in Zoho POS

      We are experiencing critical and recurring issues in Zoho POS that all trace back to role-permission handling defects in the latest POS app version. These issues directly affect syncing, login ability, and Sales Order access for role-restricted users

    • How to view CRM Sales Orders in Desk

      What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extension

    • Kaizen #219: Actions API - Webhooks APIs - Part 1

      Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks API

    • Pricing Strategies: #3 Services never Stop with just Plans

      "Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,

    • Cropping Photos for Zoho Sites

      Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?

    • bulk edit records and run internal logic

      hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?

    • Possible for first Signer of Sign Form to specify the next signer in the sequence

      We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.

    • BUG: Can't copy-paste data outside Sheet

      Currently I can't paste data copied from inside any of my Zoho Sheet files to any other app. Copy-paste works inside the sheet It does NOT work between two different sheets These sheets are built from automation templates Everything works fine if I create

    • Zoho CRM Community Digest - November 2025 | Part 1

      Hello Everyone! Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions. Product Updates: Android App Update: Inctroducing Swipe Actions You can now swipe left or right on

    • Upload own Background Image and set Camera to 16:9

      Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where

    • Truesync for Linux

      Is Truesync available on linux ?

    • Hidding/excluding specific picklist options from filter

      Hi. Is it possible to hide/exclude specific picklist options from this filter? I don't want them to be shown when someone tries to filter in the leads module

    • Subforms to Capture Multi-Row Data in Job Sheets

      Subforms transform your job sheets from simple checklists to powerful, data-rich forms. In field service work — whether maintenance, inspection, installation, or repair — a single job can involve multiple repeatable entries: readings, parts used, activities

    • Add "Fetch Composite Item" Action for Inventory

      I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

    • Adress Labels for sending of the oder und barcode

      We want to print with my address labels to stick on the order of the ware can. there are these options?

    • printing individual labels - Dymo LabelWriter

      I am trying to print individual labels to my Dymo LabelWriter - has anyone done this? Latest Update (December 2025): The Canvas Print View is now available! We encourage you all to try it out and share your feedback with us. Learn more here: Zoho CRM

    • Zoho Creator for Agriculture

      Greetings, I am starting to work on  Zoho Creator specifically for the agricultural field, any recommendations, tips or ideas that might be helpful ? Also, if you are interested by any means in working on such project, kindly contact me. The project is

    • Custom Print Layout

      I would like to create a custom print layout of a Lead or Contact. Is there a way to do that? What I mean is that if I'm viewing a specific lead or contact I'd like to be able to print or export that lead/contact and only print and/or export certain information.

    • Print View

      Nothing happens when I'm in a module , ie; Contacts, and I hit the Print View Button. Even when it does come up and say "loading", nothing loads

    • Get Holiday ready with Zoho Mail's Offline mode

      With the holiday season right around the corner, this is the perfect time to get ready to unplug, relax, and enjoy a well-deserved break. In addition to preparing yourself, you can also make sure your organization members are set for their time away from

    • Solution to Import PST File into Office 365.

      MailsDaddy OST to Office 365 Migration Tool is an outstanding solution to recover OST files and migrate them into Office 365 without any hassle. Using this software users can multiple OST files into Office 365 with complete data security. It offers users

    • Zoho CRM Kiosk issues

      Firstly this is for a system on the AU servers if that makes a difference. Issues are as follows (For Kiosk): 1. Re-ordering fields in the screen builder is broken. The fields seem to be re-ordering themselves, unless you order everything by moving the

    • Next Page