Custom rollup fields for work items

Custom rollup fields for work items

We’ve been receiving requests from our valued customers to introduce rollup fields to automate calculation in work items. Here are some of the requests we've received so far:

Quote
Is there any way to have task estimation points roll up to the story (parent)?
Quote
Do we have a feature to sum up the effort estimation provided for the sub item that rolls up into the main item?
Quote
Is there an option to enable roll-up of estimation points from sub-items to the main item, like how work hours in Zoho Projects rolls-up to the main task? 
Quote
When the of sub-item’s end date is extended beyond the parent item’s end date, how to re-calcuate the duration?

We heard you all!

Zoho Sprints now supports rollup fields for work items, allowing you to summarize field values of related items or parent-child items. This custom field helps you cumulate or aggregate values, single out minimum or maximum values, and arrive at comprehensive numbers to analyze work item data.
 
What possible solutions can rollup fields help you achieve?
  • Auto-calculate estimation points of a work item, aggregating the subitem estimation points
  • Auto-calculate duration of a work item, estimating the original timeline as the subitem dates are adjusted
  • Auto-calculate log hours of the entire item, including the hours logged for subitems
  • Work out the average/maximum/minimum of estimation points, duration, or log hours
  • View related entities of an item like the number of comments, attachments, or log hours
  • Calculate the sum/maximum/minimum log hours of related entities 


Here's the inference from the above video:

Parent Item
Child Item
Estimation Points
Actual Estimation Point Rollup 
Parent Story
(As a user, I would like to see different sections)

3
5

Child Task
(Store it in our database to generate charts on customer likings)
3


Child Bug
(Like option is not working)
2


Scenario: A parent item with two subitems, each with its own estimated points.
Rollup Field: Actual subitem estimation rollup
Rollup Type: Child to parent
Source Field: Estimation points defined for each sub-item.
Aggregation Function: Sum
Result: The custom rollup field automatically sums the estimated points from all subitems (3+2) and displays the total estimated points for the parent item (5).
Note: You can also rollup the estimation points of the parent item along with the subitems. To enable this select the checkbox ‘Include value of parent item while calculating’.
 
We have a detailed guide to help you learn all about rollup fields in Zoho Sprints. We’d love to hear how you’re planning to use this feature in your organization. Let’s discuss in the comments below!  
    • Sticky Posts

    • Ask the experts - Live Q and A on the latest releases from Jan-Apr 2019

      Hello all,   We are excited to kick-start the 'Ask the experts' community series for Zoho Sprints. This series is user-centric and we will focus more on the latest releases and queries that are frequently discussed in our customer support tickets. The first version will cover all the features released in the first quarter of 2019.    What's in the first half?   The first half of this year has been successful with some feature releases and enhancements. Take a look at the list below: Custom layouts
    • Focus Group #1 - Epics in Zoho Sprints

      Hello, everyone! As a part of our community learning series, we kick-start "Focus Groups" where you'll get a chance to have a look at a feature that's in its beta phase. "Epic" has been one of the most requested features of late. So, our first focus is on epics.  Our engineering team has developed a module for Epic in Zoho Sprints and the feature is in its testing phase now. We've planned to show a small demo to the folks who register with us through this post. You can also evaluate this feature
    • Recent Topics

    • Project Billing with the Staff Hours Method in Zoho Projects

      The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
    • Creator Subform to CRM Subform

      Hello all, Has anyone successfully written data from a Creator Subform into CRM subform? I have been able to get the rows to populate but none of the data will come through. I'll add my code and the result in CRM. Creator Subform is 'Delivery_Receiving_Hours'.
    • custom fields not populating from deluge script into invoice

      Hello, I've created some Deluge script that is meant to take a few inputted invoice custom fields and calculate a few others. I can see when I execute the function that my inputted custom fields are being passed, yet im still ending up with all "null"
    • tax summation function - getting error

      Hello, I'm trying to create a function that adds all of individual tax rates from a few jurisdictions. I'm getting an error on line 9 - Value is empty and 'get' function cannot be applied. I've checked that I have data in each of the required fields,
    • Backstage / Zoho Books integration

      Hello. We have Zoho One and have slowly started using Backstage. Loving it. Problem is, we have ZERO accounting control over what is sold through this product. When will we be able to connect it to our existing Zoho Books tenant? Thank you very much!
    • Getting list of calendar events over api for zoho mail calendar

      Hi, I am using just Zoho mail without using Zoho CRM. I wanted to get all events booked in my zoho mail calendar through an api at regular intervals. I could find such API support for Zoho CRM calendar but not for zoho mail calendar. Can you kindly let
    • Allocate emails to user in a shared mailbox

      Hi, This might be obvious, but I cannot find the answer. I have 3 shared mailboxes so any team member can see the emails. Is there a way of allocating a specific email to a user so that it is their responsibility to deal with it? Thanks in advance.
    • Introducing Zoho Campaigns' own gateway for SMS campaigns

      We are excited to announce the launch of our SMS Gateway to send SMS through Zoho Campaigns. We have also made a few other changes in our current SMS Campaign model to improve your over all user experience. These updates are planned with an aim to expand
    • Update a lookup field in CRM from Creator using deluge

      I have a Creator form that creates a new account. When it creates the new account in the Accounts Module, I need it to also populate the Parent Account, which is a lookup field coming from the Module Parent Accounts, field Parent Account Name. I have
    • SMS Keyword Tracking in Zoho CRM From Zoho Campaigns

      Is there a way to track SMS leads in campaigns by associating them with specific keywords or codes? Additionally, can these leads be pushed to the CRM while retaining the keyword for tracking and reporting purposes?
    • Projects Multiselect API

      Having troubles setting a mutli select field via API. updateMap = map(); updateMap.put("UDF_MULTI1","picklist_id1,picklist_id2"); updateProjectRes = invokeurl [ url :"https://projects.zoho.com/restapi/portal/XXXX/projects/" + projectID + "/" type :POST
    • Bill quantity received / PO quantity

      PO's are raised & often the quantity received is greater than the PO quantity, so when we receive the bill & adjust the quantity on the bill we get.... Quantity recorded cannot be more than quantity ordered. This necessitates the adjustment of the PO
    • ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

      Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 
    • Adding Bluesky channel

      Hello, Is Bluesky (AT protocol) soon added on Social ? Bluesky is being developped and is now open to anyone (no more invitation) Thank you
    • Using Queries with dynamic parameters in Kiosk Studio

      Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the new
    • Unused items should not count into the available number of custom fields

      Hey, I realized that unused Items reduce the number of available custom fields. I can't see a case where that makes sense. Especially in our case where we have two different layouts in Deals with a lot of different fields, this causes problems.
    • Introducing Bot Filtering for Accurate Email Campaign Analytics

      Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine
    • Tip 37: Time Log Restriction in Zoho Projects

      Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
    • Chart showing schedule

      I want to be able to create a chart for everyday to check and which of which driver is available on the timeframe. Here's my table Name City Day Start Time End Time Driver1 Medicine Hat Monday 11:45 AM 4:45 PM Driver 2 Medicine Hat Tuesday 11:00 AM 7:00
    • Multiple Vendor SKUs

      One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
    • In Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?

      We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?
    • Zoho Payroll in France

      When will Zoho Payroll be available in France ?
    • Blueprint - 'On hold' state with an automatic transition?

      I think I'm missing something here so I'm hoping if I explain what I'm trying to achieve someone might be able to give me a way around it. We sometimes get request far in advance but we don't want to action them unless it is 7 days from when they are
    • HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS

      Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price
    • Client Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts

      Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger on
    • Calculate months and years between 2 dates on subform

      I am looking for a function syntax for an employment candidate to calculate the number of years and months (decimal format. eg 1.2 years) they are employed. I have their start date entered, but if the end date is blank, that tells me they are still employed
    • Combine related grouping values into categories in CRM analytical components

      Hello everyone, Analyzing large datasets can be challenging when dealing with numerous individual data points. It's often difficult to extract meaningful insights when information is scattered and ungrouped. To address this, we're adding options to create
    • How Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4

      Hello everyone, Banks can boost revenue by cross-selling to their current customers. For example, they can sell credit cards, personal loans, and more to existing account holders. To do this, bank employees move all around the CRM, open and close records,
    • Tip #19 - Create checkbox tracker in your spreadsheet

      Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sample
    • Integrate Oracle with ZOHO CRM

                           Please let me know if its possible to Integrate Oracle with ZOHO CRM. If yes then help me in doing it. 
    • UUIDs

      Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?
    • Introducing signer groups: Streamline signature collection and make it even faster

      Hello everyone, We're excited to introduce signer groups, a feature designed to make your signing process quicker, more efficient, and collaborative. With signer groups, you can send an envelope to a group of people, and any member of the group can open
    • Calendar - Recurring Event - End of Month and Last Weekday of Month

      How do I set a calendar event to recur on the last day of every month? How do I set a calendar event to recur on the last weekday of the month?
    • Duplicate Zoho Invoices and Sales Receipts

      We have been running into an issue where upon saving an invoice or a sales receipt, we get a duplicate: same information saved twice but with a different invoice id/number and sales receipt id/number. I have logged a ticket but so far no response. It
    • Introducing revamped Zoho Creator Developer Console—a powerful platform for developing and distributing apps

      Hello everyone! We're thrilled to announce the launch of the revamped Zoho Creator Developer Console—a dedicated platform designed specifically for Creator developers and Partners to build, test, and distribute apps to your clients. Developer Console
    • Phone App of CRM doesn't find contacts

      I open the crm to and do a contact search but nothing comes up. If I do a full zia search it will find an old note that is attached to a contact and I can open the contact. BUT I still can't enter notes of calls, set appointments, etc. It requests I go
    • [Product Update] Deprecation of 'Inbound Transport Details' module in Zoho Analytics - Amazon Seller Central integration

      Dear Customers, Please be informed that the Amazon Seller Central will be deprecating the 'Inbound Transport Details' module APIs effective December 20, 2024. As a result, this module will no longer be supported in the Amazon Seller Central - Zoho Analytics
    • Is there any support for Drivers license and other forms of ID scanning capabilities?

      When scanning a drivers license barcode for data input to a Form, the scanning tool receives all the raw data but there doesnt seem to be a function to limit or remove the unnecessary fragmrnts, like a prefix. Is there any support or info in the help
    • Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

      We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under
    • Gravity Forms plugin not passing some fields

      I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problem
    • Next Page