【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

    • Why am I seeing deleted records in Zoho Analytics syncing with Zoho CRM?

      I have done a data sync between Zoho CRM and Zoho Analytics, and the recycle bin is empty. Why do I see deleted leads/deals/contacts in Zoho Analytics if it doesn't exist in Zoho CRM? How can I solve this problem? Thanks

    • How to use MAIL without Dashboard?

      Whenever I open Mail, it opens Dashboard. This makes Mail area very small and also I cannot manage Folders (like delete/rename) etc. I want to know if there is any way to open only Mail apps and not the Dashboard.

    • Peppol: Accept Bill (Belgium)

      Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was

    • Zoho Books is now integrated with Zoho Checkout

      Hello everyone,   We're glad to be announcing that Zoho Books is now integrated with Zoho Checkout. With this integration, you can now handle taxes and accounting on your payment pages with ease.   An organization you create in Zoho Checkout can be added to Zoho Books and vice-versa. Some of the key features and benefits you will receive are:   Seamless sync of customer and invoice data With the end-to-end integration, the customer and invoice details recorded via the payment pages from Zoho Checkout

    • Sync Issue

      My Current plan only allows me with 10,000 rows and it is getting sync failure how to control it without upgrading my plan

    • Add Zoho PDF to Zoho One Tool Applications

      It should be easy to add from here without the hassle of creating a web tab:

    • JOB WISE INVOICE PROCESS

      I WANT TO ENABLE JOB WISE TRACKING OF ALL SALES AND PURCHASE

    • PDF Template have QTY as first column

      I want to have the QTY of an item on the sales orders and invoices to be the first column, then description, then pricing. Is there a way to change the order? I went to the Items tab in settings but don't see how to change the order of the columns on

    • RAG (Retrieval Augmented Generation) Type Q+A Environment with Zoho Learn

      Hi All, Given the ability of Zoho Learn to function as a knowledge base / document repository type solution and given the rapid advancements that Zoho is making with Zia LLM, agentic capabilities etc. (not to mention the rapid progress in the broader

    • Welcome to the Zoho ERP Community Forum

      Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share your

    • In App Auto Refresh/Update Features

      Hi,    I am trying to use Zoho Creator for Restaurant management. While using the android apps, I reliased the apps would not auto refresh if there is new entries i.e new kitchen order ticket (KOT) from other users.   The apps does received notification but would not auto refresh, users required to refresh the apps manually in order to see the new KOT in the apps.    I am wondering why this features is not implemented? Or is this feature being considered to be implemented in the future? With the

    • Consolidated report for multi-organisation

      I'm hoping to see this feature to be available but couldn't locate in anywhere in the trial version. Is this supported? The main aim to go to ERP is to have visibility of the multi-organisation in once place. I'm hopeful for this.

    • IMAP mail after specify date

      Hi My customer's mail server is on premise and mail storage is very huge. So It never finish sync. and finally stop sync. Cloud CRM have a option like zoho mail sync mail after some date.

    • Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

      Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

    • Search Bar positioning

      Why is the Search bar on the far right when everything is oriented towards the left?

    • Import Error: Empty values for mandatory fields - Closing Date

      Hello, I've tried multiple times to import a CVS Potential list from another Zoho account. But the error message I get is: Empty values for mandatory fields - Closing Date There are valid dates in this field, so I don't understand why this error messages

    • Feature Requests - Contact Coloured Picklist Visibility & Field Visibility During Ticket Creation

      Hi Desk Team, I have 2 feature requests for you. Since Coloured Picklists are now available in Desk, It would be great if the colours were visible on the Related Details (Contact Information) when creating a ticket. In the screenshot below, I have 2 fields

    • How to integrate XML with Zoho CRM

      Hi, I have an eCom service provider that gives me a dynamic XML that contains order information, clients, shipments... The XML link is the only thing I have. No Oath or key, No API get... I want to integrate it into Zoho CRM. I am not a developer nor

    • Feature Request - Ability to Customise Contact Info Card on Ticket Details View

      Hi Desk Team, I've added a "Contact Priority" and "Account Prioirty" field and it would be very useful to agents if they could see that information in the Contact Info card on the Ticket Details view. It would be great if we could choose some fields to

    • Tax in Quote

      Each row item in a quote has a tax value. At the total numbers at the bottom, there is also a Tax entry. If you select tax in both of the (line item, and the total), the tax doubles. My assumption is that the Tax total should be totalling the tax from

    • Zoho Flow integration with Facebook Messenger and Whatsapp

      Hi there,  any plans of adding integrations with Facebook Messenger and Whatsapp into Zoho Flow? Seems that more and more business are delivering automated updates such as "your order is received",  "your order has been shipped" and so on via these two platforms. Not sure if Whatsapp has the API access needed i am pretty sure that Facebook Messenger has... Kind regards Bo Thygesen 

    • Multi-currency and Products

      One of the main reasons I have gone down the Zoho route is because I need multi-currency support.  However, I find that products can only be priced in the home currency, We sell to the US and UK.  However, we maintain different price lists for each. 

    • Campaigns unsubscribe/manage preferences links

      Hi, Where can I edit the unscubscribe and manage preferences link in the footer of the email. I would like it so that when you click 'manage preferences' an form opens up that allows the person to choose what type of emails they do and don't wish to

    • email address somehow still not verified (?!)

      L.S. After creating a new email template in CRM I was about to send a group email to my clients, then Zoho CRM announced that they would change the sender address to some kind of Zoho-e-ddress because my email address "has not been verified". Not only

    • Marketing Tip #17: Add credibility to your online store with Review Widgets

      One of the fastest ways to build trust in an online store is to show real customer feedback right where people are deciding to buy. Third-party widgets let you embed things like Google Reviews, Instagram feeds, or even a WhatsApp chat button. These add

    • adding several team members to an Opportunity

      How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.

    • PDF Annotation is here - Mark Up PDFs Your Way!

      Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No

    • Bulk update Profile Permissions

      Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?

    • Filter in fields from Jira extension

      We have installed the Jira extension so we can maken Jira issues from Zoho desk. In Zoho desk I can also see the Jira issue status for example but I can not filter on this field. I would like to setup an filter showing me the closed Jira issues. How can

    • text length in list report mobile/tablet

      Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.

    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)

    • Link Contacts to Billed Accounts

      Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?

    • Export all of our manuals from Zoho Learn in one go

      Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah

    • Historical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk

      My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

    • Pre-Zoho Sales Info - Best Way to Add to Desk / CRM

      My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually

    • Shift-Centric View for Assigning and Managing Shifts in Zoho People

      Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding the shift assignment and management view in Zoho

    • CRM function REST API response format

      Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an external

    • Using MPN across multiple SKUs and inventory tracking

      I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I

    • Unable to Access Application:

      Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can edit

    • Next Page