【Zoho CRM】数式項目に関する仕様変更
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。
━━━━━━━━━━━━━━━━━━━━━━━━━━
▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g
━━━━━━━━━━━━━━━━━━━━━━━━━━
今回は、数式項目に関する仕様変更について紹介します。
┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
今回、各タブ内のレイアウトに追加できる数式項目の仕様に変更がありましたので紹介します。なお、数式項目についての基本情報は以下よりご確認ください。
- 数式項目の作成：https://zurl.co/KRph
■ 以前までの挙動
各タブのレイアウトで有効な数式項目をレイアウトから削除する際、項目を「使用していない項目」のセクション下に移動するか、完全に削除するかを選択することができました。
以前の仕様では、この処理を行った場合、項目がレイアウトには表示されなくなった後も、バックエンドで数式内に含まれる項目が編集/更新されるたびに計算が実行されていました。
このように、削除された数式項目の計算がバックエンドで実行されることにより、技術的な処理に問題が生じていました。
■ 今回の変更
有効な数式項目を「使用していない項目」セクション下へ移動すると、計算が停止されるようになりました。
今回の変更により「使用していない項目」に移動した数式項目をレイアウトに戻すと、削除した時点で記録されていた値をそのまま使用することができるので、予期せぬ数式項目の値の変更が起こらず、ユーザーの混乱を防ぐことができます。
（例）数式項目①が"項目②の値+項目③の値"を返す場合
レイアウトで数式項目を追加している場合は、正常に計算が実行されます。
以下の例では、数式項目①の値に、"項目②の値+項目③の値"が反映されています。
今回の変更により、数式項目①を「使用していない項目」に移動すると数式項目の計算が停止します。
また、該当の数式項目を再びレイアウトに戻した場合は、削除時に反映されていた項目の値のまま、それぞれのデータ内に表示されます。
そのため、以下の画像のように、削除された数式項目①の値をレイアウトに戻してみると、項目②の値の変更が数式項目①に反映されていません。
レイアウトに項目を戻した後に、数式に含まれる項目の値の変更を行うと、数式項目が再計算を始めます。
本件に関する留意事項については弊社サポートチームのFAQにて掲載しています。こちらの記事をご確認ください。
また、本社のフォーラムにも投稿がございます。こちらもご参照ください。
▼ Announcement: Unused formula fields are no longer computed
今回紹介した機能は以下のプランからご利用になれます。
- 数式項目（カスタム項目）：プロフェッショナルプラン
…………………………………………………………………………………………………………
Zoho Japan Communityのオンラインフォーラムのフォローをよろしくお願いします！
フォーラムをフォローすると、新着投稿やコメントの通知をメールで受け取ることができます。
また、特定のサブフォーラムの新着投稿の通知のみを受け取ることも可能です。
───────────────────────────
▼ オンラインフォーラムのフォロー方法はこちら
───────────────────────────
Zoho ユーザーによる活用のノウハウやアドバイスなど、運用やサービスの使いこなしに役立つ情報が満載です。ぜひこまめにチェックしてみてくださいね！
…………………………………………………………………………………………………………
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Mayu Imanari
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Tip of the week #26: Import/ Export calendars in Zoho Calendar.
Any calendar on the web or calendars that you create in any other calendar application can be imported in to Zoho Calendar. This will help you to add the events from the calendars that you import to your Zoho Calendar. You also have the option to exportRemoving calendar for zoho email group
How do I make it so that an email group created in Zoho Mail does NOT have a calendar? I have a couple groups for our phone systems voicemails - one for each department. Voicemail recordings are sent to this groups email address so they have access toTip of the week #27: Edit personal calendars in Zoho Calendar.
In Zoho Calendar, the personal calendars you create can be edited to make changes you need to make. Edit a Personal Calendar The following changes can be made to the personal calendar by editing it: Calendar title Calendar color Reminders and DescriptionTip of the week #28: Show/ hide, enable/ disable and empty/ delete your calendars in Zoho Calendar.
The popularity of online calendars has soared in recent years. It's used both for personal and professional reasons. Calendars have evolved into an effective productivity tool in our lives, from creating events for birthdays and anniversaries to schedulingTip of the week #30: Share calendars publicly in Zoho Calendar.
In Zoho Calendar, calendars that are created under My Calendars can be shared publicly. Making your calendar public allows others to view it. When you need to share your calendar with a larger group, public sharing can help. You can restrict others fromTip of the week #31: Share your personal calendars within organization.
Keep your Organization members aware of what's happening. In Zoho Calendar, you can share your personal calendar with all the members in your organization using the Share with org option.When you enable org sharing for a particular personal calendar,Tip of the Week #33: Appointment scheduler in Zoho Calendar.
In Zoho Calendar, you can use the Schedule Appointment option to share your appointment request form with the public, allowing people to fill out the form to request an appointment with you. This form can be embedded on your website or blog. VisitorsTip of the Week #34: Embed Calendars using Zoho Calendar
You can make your calendars public and visible to the general public by embedding them in your websites/blogs using Zoho Calendar. You can use the embed code to add your own calendars to your website's/ blog's HTML code, and the calendar will appear onTip of the week #35: Migrate to Zoho Calendar from Google Calendar.
If you are looking to move your Google Calendar events to Zoho Calendar, never worry about missing out the events from your Google Calendar. You can migrate the events from Google Calendar using the export option and import it to Zoho Calendar and manageTip of the week #36: Migrate to Zoho Calendar from Outlook Calendar.
If you've been using Outlook calendar and looking to migrate to Zoho Calendar, you can seamlessly export your calendars from Outlook and import them into Zoho Calendar without losing any events, participants, and the reminders set for each event. To migrateShared calendar issues and duplications
Apparently there was a calendar update? Now when I schedule an event for a team member that has shared his calendar with me, the event makes me the organizer and adds the event to my calendar as well. Previous to this "update" I would scheduled an eventSubscribed Calendar
Hi i have subscribed to a calendar for Holidays in Canada it shows all the holidays perfectly but every one of them has the word Canada before the rest of the name is there a way to remove that word Canada? It takes up a lot of space in the square onThe year that was at Zoho Calendar 2023- Part 1
Hello, amazing community members! Happy new year from all of us here at Zoho Calendar. As we begin the new year, we'd like to thank each and everyone of our community members for your unwavering support and love that you have shown for Zoho Calendar.Zoho Calendar 2024: A Year in Review
Hello, community members! Happy new year from all of us here at Zoho Calendar. As we turn the page to a new year, we extend our heartfelt gratitude to every member of our Zoho Calendar community for your continued support and enthusiasm. Your feedbackZoho Calendar not syncing correctly with personal Google Calendar
Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personalMTA - BAD IP reputation by outlook/hotmail
Messages to Microsoft email servers are bouncing back due to poor reputation. Message: 4.7.650 The mail server [136.143.188.206] has been temporarily rate limited due to IP reputation. For e-mail delivery information see https://postmaster.live.com (S775)Zeptomail API error 500 internal server error
Hi Everyone, getting this eror continuously! Can anyone please guide around the same! Zeptomail API error 500 internal server error Best RegardsWaiting multiple days to buy credits, causing my website to suffer
So I own a fairly large website that gets a lot of registered users. I use transmail send activation emails, and also forgot password emails. I sent an email to zoho's presales team when I was only at 4K/10K emails sent, hoping to buy more credits beforeFollow up
Hello, I sent a message 2 days ago but I don't receive any response and I cannot find my ticket here. this is the ticket: Your ticket has been created with the ticket ID 68925465 and subject "Fwd: Fishing-alert" looking forward to seeing your response.What's new in TransMail!
Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! We've recently crossed the 6 months mark of TransMail's launch. In this time post our launch, we have been constantly working on updating our platform and adding new featuresJune 2021 in TransMail!
Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! Hope you and your loved ones are doing well. If you're doing less than fine, we truly hope that things only get better for you. We've had a few updates in the past monthTransMail has a new name—ZeptoMail!
Tried navigating to TransMail's community forum but see a different name now? That's because TransMail has a new name. TransMail is now ZeptoMail! As we’ve grown from an internal service used mainly by other Zoho products to an up-and-coming competitorJuly 2021 in ZeptoMail!
Note: TransMail is now ZeptoMail. Click here to know more. Hello again, everyone! Hope you and your loved ones are doing well. We've had a few updates in the past month in ZeptoMail—some new features and some important announcements. Take look at whatSend Email From the ZeptoMail BY API
What is Zeptomail:- Transactional email service with reliable and fast delivery How we can Create a Connection for Zeptomail in Zoho CRM Go to the Setup Click on Connection Enter Connection Details:- Generate Consumer Key & Consumer Secret Using ZohoCustomer email on Opencart 3
When I place an order, 2 emails are sent: 1) administrator 2) to the user The administrator receives a beautiful letter, but the user receives a damaged letter (see screenshot). What could be the problem?[Announcement] Insert image from URL changes in Zoho Writer
Hi Zoho Writer users! We'd like to let you know that we've changed the behavior of the Insert image from URL option in Zoho Writer for security reasons. Earlier behavior Once you inserted an image URL in a Writer document, the image would be fetched fromDynamic Signature - Record owner
Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to referenceWriter sing up problom
Zoho writer sing up prolom faceUnable to copy into a new document
Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you[Webinar] Live demos and user Q&A with Zoho Writer product experts
Join us on June 12, 2025 for live demos based on your use cases and real-world scenarios raised via form. This is also an opportunity to get your questions answered directly by product experts from the Zoho Writer team. Webinar agenda Live demos basedZoho Writer's built-in citation and bibliography generator
Hey researchers and writers! Do you manually format citations and bibliographies, spending hours jumping between apps and tabs? If so, then check out Zoho Writer's built-in "Citations and Bibliography" feature. Imagine you're writing a thesis on the futureSingle and group checkboxes in Zoho Writer's fillable forms
Hey Writer Fam, Are you making the most out of single and group checkboxes in fillable forms in Zoho Writer? Here is a handy tip to optimize your use of checkboxes, both single and group, and enhance your data collection process. Single checkboxes: SingleCollaborate efficiently with Zoho Writer's track changes feature
Hi Zoho Writer Community, Zoho Writer's track changes feature is a simple, built-in solution that helps you and your team work together efficiently. Instead of juggling multiple versions of a document or building up a long email chain of comments, eachZoho Writer's WordPress extensions
Hey Zoho Writer users! Say goodbye to all your WordPress content publishing woes with Zoho Writer's WordPress extensions. Publish content with all your formatting and images, republish content when you update a document, and more—from a single windowTime-saving table hacks
Hey Zoho Writer Community, Do you find yourself using a lot of tables in your documents? We're here to share some of our time-saving hacks that will help you work more efficiently, organize your data, and make your documents look neat and professional.Automating document approval and signing with Zoho Writer and Zoho Sign
Hey Zoho Writer Community! Here's another automation tip to make your processes more efficient! Question: Can I send a document for client approval first, then automatically send it for signing with Zoho Sign if they approve? Since it's the same personCustomization hacks in Zoho Writer - Part 2
Hey community, We're back with some more tricks to personalize your documents, save time, and get in the zone when you work in Writer. Check out part 1 of this post if you haven't already. Let's dive right in! Document ruler units Imagine you're creatingSimplify your tax calculations with Zoho Writer
Hello Zoho Writer Community! Tax season can be stressful, but with Zoho Writer, managing your income tax calculations becomes straightforward and efficient. Here’s an example of how you can use the tables and formulae of Zoho Writer to calculate incomeEnhance document navigation with headings and TOC
Hey Zoho Writer Community! We're back with some useful features in Zoho Writer that can simplify your document creation and navigation process. Let's dive right in! Check out our video on how to make the most of Zoho Writer's heading and table of contentsUse and download in PDF format of Zoho wirter Merge template using deluge
Hello Zoho Developers. Here is some information about Zoho Writer. Writer is not just another online word processor, it's a powerful tool for editing, collaboration, and publishing. Even with its wide range of features, Writer's pared-down user interfaceNext Page