Enhance productivity with the revamped Zoho Sheet View

Hello folks,

For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet View has its flaws: increased risk of entering invalid data, missing entries in the audit log, the ability to tinker with system-defined fields, and more.

Now, we'd like to present an improved version of Zoho Sheet View, which is more user-friendly and quite powerful. It includes support for field validation and error messages, and most importantly, it can trigger automations. That means you'll be able to do your manual tasks in Zoho Sheet View quickly and without errors. Once you save your sheet, you can initiate workflows that will take care of automated tasks.

Notable improvements include:

Some fields and records will be locked to avoid mishaps. For example, read-only fields will be locked, as will records for which you don't have editing permissions.
Working with picklists, date-related fields, and checkboxes will be easier and quicker. Instead of typing in values by hand, you can pick values or toggle checkboxes.
You can safely update lookup fields by making changes in the lookup ID field. To change the owner of a record, enter the email address of any active user in the record owner column.
The new view supports field validations like unique fields, maximum character length, and more. This helps avoid mistakes when entering data.
Error messages will be displayed in the Sheet View itself.
All automations will be triggered for changes made in Zoho Sheet View.
Changes made using the Zoho Sheet View will appear as entries in the modified records' timelines and in the audit log.

Aside from these improvements, you'll be able to save your sheet directly to your Zoho Sheet account, add tags, use your multi-select picklists, and more.

To learn more about this feature, please refer to our help document: Using Zoho Sheet View

Availability
Editions: All editions
DC: All DCs

Limits

You can add a maximum of 200 new records at once.
The timeout for the sheet is 6 hours.
The maximum number of records and fields available in Zoho Sheet View will remain the same.
If data is entered outside the pre-defined columns and/or beyond the maximum number of rows, it will not be saved. In the diagram below, data entered in the region marked in green will be saved, while those entered anyplace else (marked in red) will be ignored.

Do try out this revamped version of Zoho Sheet View and let us know what you think!

Access your files securely from anywhere

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Accessibility in Zoho CRM: Not just a feature—a way to empower
Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that empowers everyone. This first step makes it possible for more users of all abilities to do their best work in Zoho
Act on your customers' voices in Zoho CRM
Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerful
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some