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!  

    Access your files securely from anywhere






                    Zoho Campaigns Resources




                          Zoho Developer Community



                              Bootcamp
                              Community
                              Pricing
                              Webinars
                              What's New
                              Integrations
                              Contact Support
                              Contact Sales
                                Zoho Survey Resources
                                  Features
                                  Survey Templates
                                  Integrations
                                  Community
                                  iOS Mobile Surveys
                                  Pricing
                                  Android Mobile Surveys
                                  Insurvey Blogs
                                  Insight Blogs
                                  Tips & Tricks





                                              Latest Feature Updates

                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts




                                                    Zoho SalesIQ Resources

                                                          • 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


                                                          Manage your brands on social media
                                                          Access Zoho Social

                                                            Zoho Pagesense Resources


                                                                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 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


                                                                                          Zoho Show Resources

                                                                                            Zoho Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ






                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts Click here to get unblocked.

                                                                                                            When entering my account, this error is thrown at me, and I deleted a good part of my deleted messages, but I still can not unblock it, I would appreciate your help. reservas@lineasperutravel.com

                                                                                                          • Email login error

                                                                                                            Login successfully but email page error

                                                                                                          • Request for Creating Multiple Email Accounts on One Mobile Number

                                                                                                            Dear Zoho Team, I am planning to shift all my work-related communication to Zoho Mail because of its reliability and features. For my work, I need to create 3–4 separate email accounts for different purposes. Could you please confirm if it is possible

                                                                                                          • Signature issue

                                                                                                            Problem: The signature does not appear when replying or forwarding an email. solve issue: settintgs/Signature Check option place a signature above the content with quotation marks

                                                                                                          • mail admin not loading

                                                                                                            i am trying to login to mailadmin ... gears keeps rotating forever... its not a password issue whats so ever ... not cookies issues whatsoever from android app i can login but there so few things to do from there .. i changed ip address the same... i

                                                                                                          • Unify All Zoho Video Meeting Experiences into One Standardized Platform

                                                                                                            Hi Zoho Team, We would like to share an important user experience concern regarding the current state of video meeting functionality across the Zoho ecosystem. The Problem Within Zoho, there are multiple ways to initiate or schedule a video meeting: Zoho

                                                                                                          • Changing Account in Quote form does not update address information.

                                                                                                            I am trying to update the address information in a quote I've created. I corrected the address in the "Account" but that did not change in the quote. If I re-enter the Account Name in the Quote form, nothing updates. How do I fix this?

                                                                                                          • Zoho One Backup of entire account

                                                                                                            Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,

                                                                                                          • ZIA in Zoho Cliq

                                                                                                            Is It possible to use the ZIA feature from Zoho Analytics in the Zoho Cliq?

                                                                                                          • why cant i access my email account. it keeps asking me for reverifiying my account by entering my password.

                                                                                                            I cant access my account. it keeps asking me for reverifcaton by entering my password. once its entered it asks for it over and over.

                                                                                                          • Issue with “CC” and “Subject Details” of the initial mail when reply / replied all / forward using Zoho Mail Client (Desktop / Web Mail / Mobile App)

                                                                                                            It is observed that when I reply / reply all / forward a mail using Zoho Mail Client (Desktop / Web Mail / Mobile App), the “CC” and “Subject Details” are omitted from the mail which was replied/forwarded. However this is not the case with outlook mail

                                                                                                          • Unable to send Emails - 452 4.3.1 Temporary System Error

                                                                                                            Whene ever i request smtp server to send the email (without attachment). i recieve error "452 4.3.1 Temporary System Error"

                                                                                                          • I can't receive email

                                                                                                            I cannot receive any email sent to my Zoho email after the free upgrade plan trial is finished.

                                                                                                          • Help for the alisa adding

                                                                                                            Sorry, I would like to add a paypal alias on my domain email address. However, the system blocked it. How can I do it?

                                                                                                          • Problem with Writer and Workdrive

                                                                                                            Hi team, I’m the super admin for our Zoho One org. WorkDrive is active, and Zoho Docs is deprecated for our org. However, Zoho Writer cannot connect to WorkDrive at all — we’ve cleared cache, tried incognito, and restarted several times. I was able to

                                                                                                          • Lite plan attachment said 250mb but actually 25mb ?

                                                                                                            Lite plan attachment said 250mb but actually 25mb ? I can't attach over 25mb files, and can't receive mails has attached files over 25mb too

                                                                                                          • Zoho Books | Product updates | August 2025

                                                                                                            Hello users, We’ve rolled out new features and enhancements in Zoho Books. From the right sidebar where you can manage all your widgets, to integrating Zoho Payments feeds in Zoho Books, explore the updates designed to enhance your bookkeeping experience.

                                                                                                          • Closing Accounting Periods - Invoice/Posting dates

                                                                                                            Hi, I have seen in another thread but I'm unsure on how the 'transaction locking' works with regards to new and old transactions. When producing monthly accounts if I close December 24 accounts on 8th Jan 25 will transaction locking prevent me from posting

                                                                                                          • Constant color of a legend value

                                                                                                            It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

                                                                                                          • Option to Customize Career Site URL Without “/jobs/Careers”

                                                                                                            Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

                                                                                                          • Old vs New Value for Deleted Lookup Values

                                                                                                            Suppose the following scenario, where a value in a lookup is deleted: 1. User has countries form 2. Form A has a lookup to countries form 3. User selects Italy in Form A and saves it with the Italy ID 4. Form A report shows Italy 5. Italy is inadvertently

                                                                                                          • customize payment page

                                                                                                            Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at

                                                                                                          • Are Environments Worth It?

                                                                                                            In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from

                                                                                                          • Enhanced duplicate check for Leads in CRM

                                                                                                            Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This

                                                                                                          • Pause(1);

                                                                                                            I'm using scheduler to invoke an interaction via http post with an external service. The schedule code uses a for-each loop that runs so fast my external application's log files get messed-up (they are named by date-time stamp). What I'm suggesting is

                                                                                                          • Integration Request: Elementor

                                                                                                            Integrating Zoho CRM forms with Elementor, the most popular page builder on Wordpress, would be great. I use it for our site, goenergylink.com, and I have had to use Zapier webhooks to be able to connect it with Elementor. The one issue I have run into

                                                                                                          • Vertical images displayed as horizontal

                                                                                                            Some pictures that originally are in vertical position are displayed in horizontal after the upload. It seems that system rotates them by 90 degrees. How can I fix this issue?

                                                                                                          • Ability to Change Visibility of Published YouTube Videos

                                                                                                            Hi Zoho Social Team, How are you? We would like to request an enhancement in Zoho Social regarding the management of already published youtube videos. Currently, after publishing a youtube video through Zoho Social, there is no option to change its visibility

                                                                                                          • Adding anchor links in Zoho CRM email templates

                                                                                                            I know you can add anchor link in Campaigns, but I dont see the option to that in the CRM email template. Am I missing something?

                                                                                                          • Support “Never End” Option for Recurring Meetings in Zoho Meeting

                                                                                                            Hello Zoho Meeting Team, Hope you are doing well. We would like to request support for creating recurring meetings with no end date in Zoho Meeting. Currently, when scheduling a recurring meeting, Zoho Meeting requires us to select a specific end date.

                                                                                                          • openUrl in blueprints

                                                                                                            My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

                                                                                                          • Is it possible to pull the Zoho desk data into Zoho analytics in real time

                                                                                                            Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?

                                                                                                          • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

                                                                                                            Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

                                                                                                          • Introducing the revamped What's New page

                                                                                                            Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

                                                                                                          • Ability to Add YouTube Video to Playlist During Publishing

                                                                                                            Hi Zoho Social Team, How are you? While publishing YouTube videos through Zoho Social, we noticed that the platform currently does not allow selecting a playlist at the time of publishing. Instead, we can only add the video to a playlist after it has

                                                                                                          • Introducing Zoho Creator's 2025 Release Projection 2

                                                                                                            Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities

                                                                                                          • Sharing Form Ownership Among Multiple Users

                                                                                                            I would really like the ability to share form ownership among multiple users. It's frustrating to me that if a co-worker wants to make an edit to a form, I have to transfer ownership to them. It would be great if forms could act like google forms, where multiple people can edit a form and view responses. 

                                                                                                          • Marketer’s Space - Ace Your Spooky-Season Marketing with Pre-designed Templates in Zoho Campaigns

                                                                                                            Hello marketers, Welcome back to another post in Marketer’s Space! We’re in Q4, which means that you have endless opportunities to connect with your audience, starting with Halloween campaigns! In this post, we’ll show you how to design the perfect Halloween

                                                                                                          • Zia expands to China with native features and DeepSeek-powered generative AI features

                                                                                                            Hello everyone, We are glad to support Zia native features and Zia generative AI features for our customers in China. From hereon, all AI-features in Desk will be accessible in China data center with the integration of DeepSeek generative AI model. DeepSeek

                                                                                                          • Email in each module

                                                                                                            We have a contact ,module which then has a link to customer assets which in turn the asset has a multiple link to service visits. When we link assets to customers we choose by name and it brings over the associate email via the lookup. Great feature.

                                                                                                          • Next Page