Condition based aggregate fields in subforms

Condition based aggregate fields in subforms

Hello everyone,

We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions!

An aggregate field is a column on which a mathematical function has been applied. If necessary, you can add an aggregate field after including the columns. Thus far, we have three types of aggregate fields for subforms:
  • Predefined functions: Easily apply common mathematical functions like SUM, AVERAGE, MAXIMUM, and MINIMUM.
  • Formula Functions: Customize your aggregates with personalized formula expressions.
  • Manual Entries: Keep things in your control by manually entering values.

What's New? 

Condition-Based Aggregate Fields: You now can customize your aggregate fields at an advanced level. In addition to aggregating data, you can also establish specific conditions or criteria to decide which entries should be included in the aggregation. This feature provides more precise control and allows for detailed data analysis.


Here's a closer look at the key highlights:
  • Criteria-driven aggregation: You can set specific conditions or criteria to filter and prioritize the data that is most relevant to you, rather than just collecting general information. The system will then gather and aggregate only the data that meets these conditions.
  • Distinct data views: This feature is revolutionary for datasets that cover various categories. If you have data that distinguishes between different categories, such as camera and photography devices, or printers and scanners, you can now easily separate and analyze these categories individually, guaranteeing clear and accurate insights.

How Will This Help?

  • Flexibility: Choose to aggregate either all row values or just specific ones based on your set criteria.
  • Precision: With the new criteria popup, you can specify which subform fields you want to consider, ensuring the results align exactly with what you need.

  • Efficiency: As you update or create new records, the system smartly calculates either all row entries or just the ones that match your conditions.
That's about the enhancements. Please let us know your feedback and thoughts in the comments below. 


Thanks!
Sohel

P.S. Conditional aggregate in subform is currently available for all users in all DCs.





                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation
                                        • Sticky Posts

                                        • Enrich your CRM data and keep them updated

                                          You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
                                        • Zoho CRM Digest - February 2024

                                          We're thrilled to bring you the February digest, packed with exciting product updates and engaging discussions from the Zoho CRM Community. Keep reading to stay in the loop! Product Updates: Zia Enhancements Be it Tasks, Calls, or Meetings, Zia's activity
                                        • Canvas templates can now be shared with different CRM organizations

                                          ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help
                                        • Introducing Zia Presentation in Zoho CRM

                                          ----------------------------------------Moderation 2.0, Date: 22nd March' 24----------------------------------------- The Zia Presentation feature is now available for organizations in both Enterprise and Ultimate editions with 20+ user licenses in the
                                        • Blueprint enhancements - Parallel and multiple transitions, and more

                                          Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all


                                        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 WorkDrive Resources



                                                                  Zoho Campaigns Resources

                                                                    Zoho CRM Resources

                                                                    • CRM Community Learning Series

                                                                      CRM Community Learning Series


                                                                    • Tips

                                                                      Tips

                                                                    • 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