Auto-sync field of lookup value

Auto-sync field of lookup value

This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately.

At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge. The new field of lookup is not very useful without auto-syncing the value with the parent.

That said, the field of lookup should have a criteria for when the value should be auto synced: in our experience, sometimes storing initial value as a snapshot is preferred but vast majority use cases will want to have the value synced when the parent data is modified.

There are more cases that need to be thought through such as what should happen for existing records after the field of lookup was added in the schema.

Not directly related to the auto-sync is the Ability to filter by related record's fields as that would eliminate the field of lookup in many cases entirely. My suspicion is that auto-sync might be computationally and storage-wise expensive, hence the filtering by lookup tangent.

    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now