【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

    • Updating Woocommerce Variation Products Prices Via Zoho CRM

      I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.

    • Emails Disappearing From Inbox

      I am experiencing the unnerving problem of having some of the messages in my inbox just disappear.  It seems to happen to messages that have been in there for longer than a certain amount of time (not sure how long exactly). They are usually messages that I have flagged and know I need to act on, but have not gotten around to doing so yet.  I leave them in my inbox so I will see them and be reminded that I still need to do something about them, but at least twice now I have opened my inbox and found

    • Power of Automation :: Automatic removal of project users once the project status is changed.

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Customizing Form Questions per Recipient Group in Zoho Campaigns/Forms

      Hello everyone, I would like to ask if it’s possible in Zoho Campaigns or Zoho Forms to send out a campaign where the form questions can be customized based on the group of recipients. Use case example: I have prepared 20 questionnaire questions. For

    • Automatic category assignment

      Hi, I’d like to ask if there is a way to automatically assign an expense category based on the recognized Merchant. What would be the simplest way to set up automatic category assignment? Alternatively, is there an option to first choose the category

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Every time an event is updated, all participants receive an update email. How can I deactivate this?

      Every time an event is updated in Zoho CRM (e.g. change description, link to Lead) every participant of this meeting gets an update email. Another customer noticed this problem years ago in the Japanese community: https://help.zoho.com/portal/ja/community/topic/any-time-an-event-is-updated-on-zohocrm-calendar-it-sends-multiple-invites-to-the-participants-how-do-i-stop-that-from-happening

    • Having Trouble Opening The Candidate Portal

      Recently am having trouble opening the Candidate Portal. It keeps loading but cannot display any widgets. Tried Safari, Chrome and Edge. Non of them work. Please solve the problem ASAP.

    • Forms - Notification When Response Submitted

      How do I set it up to generate an email notification when a response (class request) is submitted?

    • how to use validation rules in subform

      Is it possible to use validation rules for subforms? I tried the following code: entityMap = crmAPIRequest.toMap().get("record"); sum = 0; direct_billing = entityMap.get("direct_billing_details"); response = Map(); for each i in direct_billing { if(i.get("type")

    • Notes Issues

      Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed

    • How to disable user entry on Answer Bot in Zobot

      Hi, I have an Answer Bot in my Zobot, here is the configuration: I only want the user to choose 1 of the 4 the options I have provided: When no answer found, user chooses 'I'll rephrase the question' or 'Ask a different question When answer is found,

    • More admin control over user profiles

      It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signatures

    • Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

      Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize

    • Changing the Default Search Criteria for Finding Duplicates

      Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.

    • Clear Tag & Linking Between Quotes and Sales Orders

      Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originating

    • Zoho Books Sandbox environment

      Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

    • Add Direct Ticket Link to Zoho Help Center Portal in Email Replies

      Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support

    • [Webinar] Deluge Learning Series - AI-Powered Automation using Zoho Deluge and Gemini

      We’re excited to invite you to an exclusive 1-hour webinar where we’ll demonstrate how to bring the power of Google’s Gemini AI into your Zoho ecosystem using Deluge scripting. Whether you're looking to automate data extraction from PDFs or dynamically

    • Connecting Zoho Inventory to ShipStation

      we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

      Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements

    • Im Stuck in an EDIT ONLY WITH WIZARD issue

      So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,

    • Account upgrade

      Good evening, I upgraded my account and paid for it. From standard to professional. Unfortunately after the paiment my account was not upgraded. Please your advise. Best Regards Erik van Staverden

    • How to set ALL default dates of my organization to DD-MM-YYYY format?

      All replies to this question comes from a time where the UI was different. It's extremely frustrating not being able to find how to do this simple setting change. I want everything and everyone in my organizations to have DD-MM-YYYY date format by default.

    • How can I sync from Zoho Projects into an existing Zoho Sprints project?

      Hi I have managed to integrate Zoho Projects with Zoho Sprints and I can see that the integration works as a project was created in Zoho Sprints. But, what I would like to do is to sync into an existing Zoho Sprints project. Is there a way to make that

    • Can we generate APK and IOS app?

      Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

    • Zoho Subform Workflows onAdd of Row

      Suppose I have a form with attached workflows onLoad. If I use the form as a subform, will it inherit the workflows or do I need to create new ones onAdd of row?

    • Session Expired

      I constantly get "Session Expired" and need to relogin or close and open the application again. This gets really frustrating during the day. Is this something that can be solved? This really makes me want to leave the app as it is no go to need to reopen

    • Super Admin removal

      I brought a sub, and I gave the Super admin rights to a person who is no longer with us, so I need to change, and I need to make myself the Super admin

    • Better Notes Commenting

      Hi, I'd like to suggest better collaboration tools for NOTES. The current notes section for Accounts, Contacts and Deals is not ideally suitable for any degree of communication or collaboration. When responding to a note, there is no ability to leave

    • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

      Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress

    • Exporting Templates

      I have just spent 2 hours creating a project template for a Netsuite configuration, and want to share it with other Zoho Projects users - who have a different account. Is there any way to do this?

    • Power of Automation:: Streamline Associated Teams based on the Task Owner update.

      Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

    • No Response from Zoho Support in 8 Days - Typical?

      I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spamming

    • Add QUOTE OWNER profile image to a Quote Template

      I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.

    • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

      Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

    • Zoho Connections Desk API relative URL PATTERN_NOT_MATCHED

      While i am trying to do this: async function fetchTicketsFromDesk(timeFilter = 'current_month') { try { const response = await ZOHO.CRM.CONNECTION.invoke("desk_connection", { url: "/api/v1/tickets", method: "GET", }); const data = response.details ? JSON.parse(response.details)

    • Zoho CRM - Custom Views for Portal Users

      I'm looking for an option to customise custom views for portal users in CRM. It would be great if "portal user" was a permission on custom views.

    • 【参加無料】10/17(金) 東京 ユーザ交流会 Vol.3 参加登録 受付開始！

      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。 10/17(金)に、東京・新橋で「東京 ユーザー交流会 Vol.3」を開催します！ 今回のユーザー事例セッションのテーマは、「Zoho Flowを活用した他社の決済サービスとの連携事例」です。 さらに、Zoho Flowに限らず、Analytics や Campaigns などの多彩なZohoサービスの活用方法について、豊富なご経験をもとにご紹介いただきます。 また、Zoho社員セッションでは、Zoho CRMを活用して日々の営業業務を効率化する具体的な事例をお話しします。業界を問わず、幅広い方にご参考いただける内容となっています！

    • Next Page