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Dear Zoho Desk Team,

I'm writing to request a new feature for Zoho Desk: formula fields for custom fields. This functionality would allow us to dynamically calculate values based on existing custom fields within a ticket.

Current Limitations:

Currently, Zoho Desk custom fields accept static data entries. The inability to perform calculations based on other fields limits automation and data analysis capabilities.

Benefits of Formula Fields:

The introduction of formula fields would offer several advantages:

Automated Calculations: Automate calculations for values in custom fields, streamlining data entry and reducing potential errors.

Enhanced Reporting: Use formula fields to generate more insightful reports based on calculated values within custom fields.

Improved Efficiency: Eliminate the need for manual calculations based on multiple custom fields, saving time and effort.

Inspiration from Zoho Creator and Forms:

Similar functionality already exists in Zoho Creator forms and Zoho Forms with their formula field options. Integrating this functionality into Zoho Desk would provide consistency across the Zoho suite and leverage existing user familiarity with formula fields.

Proposed Functionality:

The formula field feature in Zoho Desk custom fields could replicate existing functionalities found in Zoho Creator and Forms, allowing users to:

Define Formulas: Create formulas using available functions and references to other custom fields within the ticket.

Display Calculated Values: The formula field would display the calculated result based on the defined formula.

Conclusion:

Adding formula fields to Zoho Desk custom fields would significantly enhance data management capabilities. Automating calculations, generating more insightful reports, and improving data analysis would lead to better decision-making and increased efficiency within customer support operations.

Thank you for your time and consideration.

Sincerely,
Ram

8 users like this idea.
16 Replies
  • 9 months ago

Hi, Ram.

Thanks for the comprehensive post. We have noticed that the Formula field functionality has been requested several times before, and it's already been added to our pipeline. While we don't have an estimated time of arrival at the moment, we will ensure to keep you updated on any developments regarding this matter. Stay tuned.


Regards,
Ash | Zoho Desk

  • 9 months ago

I am also looking forward to this

  • 9 months ago

Thank you for the upvote, Nick. 


Regards,
Ash | Zoho Desk

  • 8 months ago

Ash, Any update to this?

Hi

,

We've kicked off the validation process and the development is already in the works. We'll be sure to update this post once the feature is live!

Regards,
Shivani| Zoho Desk

  • 8 months ago

Hi Shivani and Ash.

How are you?
It is good to hear that this feature is already in the works.

I'm reaching out to confirm the behavior of the new field type with formula options. I'd like to ensure it functions similarly to existing formula fields in Zoho Creator forms and Zoho Forms.

Specifically:

  • Will changes in the base fields (e.g., quantity, price per product) automatically trigger a recalculation of the formula field (e.g., total price)?
  • Similar to Zoho Creator and Zoho Forms, should the total price update dynamically without requiring a separate "save" or "update" button?

Example:

  • One field stores the quantity.
  • Another field stores the price per product.
  • A formula field calculates the total price.

If the quantity or price per product is updated, the total price field should automatically reflect the new sum, without requiring an additional button click.

I appreciate your clarification on this functionality.

Thanks,
Ram


Hi

,

I want to take a moment to thank you for your incredibly detailed comments and inquiries in the Community. Your thoroughness is truly appreciated :) 

Regarding your current query, we can confirm that this feature is being developed according to your requirements. Specifically, the formula field will automatically re-compute whenever the dependent field's values are updated. There will be no need to manually recompute the formula field value.

For instance, in your example, the total price will be recalculated whenever the quantity and price are updated, whether manually or through any automations.

Regards,
Shivani | Zoho Desk

  • 8 months ago


Hi @Shivani

You're very welcome! I'm doing my best and strive to provide a clear and informative experience within the Community.

That's fantastic news about the formula field functionality! The automatic recalculation based on dependent field updates will be a valuable feature for many users.

Hope it will be added soon.
Regards,

Ram

  planning on channeling your positive aura :)

Rest assured, we'll follow up with our team and keep you posted with any concrete updates right here.

Regards,
Shivani | Zoho Desk

 do you have any update on this?

Hi

,

No updates on this release just yet! We'll check in with our product experts to speed things up.
 
Regards,
Shivani | Zoho Desk

  • 4 months ago

Hi
  and
 
Thanks for pushing this feature forward.

I came across this thread in zoho CRM forum that deal with the fact that Zoho formula fields in the CRM are not being recalculate each time the record is viewed - only when a record is edited.

I just want to make sure that when developing the Formula Fields for Zoho Desk you are taking this problem underconsideration so the Formula fields within desk will be updated dynamically each time a record is retrieved and not just edited.

Regards,
Ram


Hi

,

Thank you for bringing this to our attention! We truly value your patience as we consult our product experts to confirm the details before providing a final response.
 
Regards,
Shivani | Zoho Desk

  • 4 months ago

Could you please provide a projected timeline or target release date for implementing this feature.

Thank you,
Brandon

Hi

,

Welcome to the Zoho Desk Community!

Unfortunately, No firm timelines for this release just yet! I'll check in with our product experts to speed things up and will keep this post updated with any developments or plans regarding this functionality.
 
Regards,
Shivani | Zoho Desk

Hi Everyone :)

Exciting news! We've rolled out Formula Fields in Zoho Desk!

Check out this Help Article for a detailed guide, and don’t forget to submit the registration form to get it enabled for your Zoho Desk portal.

Cheers,
Shivani | Zoho Desk

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