Formula fields - Request for dynamic recalculation / proper implementation
Hi Guys,
I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved.
As an example:
I have a formula field; "Days since Last Contact". This field should count the number of days between today/now and the "Last Interaction". This is a custom date field with associated workflows that we created to get around limitations with "Last Activity" and "Last Modified" fields.
- Floor(Datecomp(Now(),${Contacts.Last Interaction})/1440)
Unfortunately, it only updates when a record is created or edited.
In other words - unless you open the record and modify a value - the "days since last contact" field will show the same date forever - even though I used "Now()" in my formula.
Worse still - any existing records in my system don't get a value at all for this new formula field.... that is unless you go back and perform some kind of edit on them all.
The obvious issue here is that you ruin the integrity of "Last Modified" / "Last Activity" dates when you perform these kinds of bulk edits.
Please fix this so that:
- Formula fields are computed dynamically and update whenever a record is viewed / retrieved
- That the above applies to historical records whenever a new formula field is added
Others with this issue / Examples of use cases:
People have been requesting this as far back as 2009. See other threads/discussions (there are at least another 50 upvotes across these threads):
Access your files securely from anywhere
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
CP
Emmanuel
Kurt kbarber
tracy6860
waynef
Sticky Posts
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 canIdentify 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—someGain control over record sharing with portal users through our new enhancement: criteria-based data exposure
Dear Customers, We hope you're well! Portals is a self-service avenue through which your clients can access and manage their direct and related data in Zoho CRM. This empowers them to be more independent and enables them to experience a sense of transparencyContext and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
New to Zoho TeamInbox?
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
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