Idea: Workflow Rule Trigger Only When Subform Row Is Updated (Thanks to New Inline Row Feature)

Idea: Workflow Rule Trigger Only When Subform Row Is Updated (Thanks to New Inline Row Feature)

Hi Zoho team and community,

With the recent update to Zoho CRM, we can now add or delete rows inside subforms without entering edit mode, using the inline Add row button. This is a fantastic improvement for user experience — seamless, fast, and efficient.

💡 My proposal is to take this even further:

We should now be able to create a workflow rule that triggers only when the subform rows are added, edited, or deleted — without requiring any changes in the parent record.

Why this matters:

Currently, workflows cannot specifically isolate subform changes as a trigger condition.

With this new inline edit capability, it’s finally technically possible to identify subform row mutations distinctly.

This would allow businesses to:

Send real-time notifications when a new treatment/procedure/item is added.

Trigger automation or validation only on row-level changes (pricing, quantity, etc).

Improve system performance by avoiding unnecessary workflow triggers when unrelated fields are changed.

Suggested Trigger Options:

Row Added to Subform

Row Updated in Subform

Row Deleted from Subform

This will enhance how we manage dynamic records like quotes, treatments, product lists, or project tasks — especially in B2B and healthcare scenarios like ours.

🙏 Looking forward to hearing feedback from other users and from the Zoho product team.

Thanks for the continuous improvements!


Info
Moderation Update (1st August 2025):
We have a separate post to track the votes and discussions around the need to support workflow rules based on subform action. We recommend you follow the thread below to stay updated on the progress.

Subforms and automation


We are locking this thread to ensure the conversations around this are happening in a single place. Thank you.

    Access your files securely from anywhere








                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts





                                                            Manage your brands on social media



                                                                  Zoho TeamInbox 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

                                                                                                              • DKIM Verification Failed (Namecheap)

                                                                                                                Hi! I have already set up the TXT records in Namecheap but I keep getting the "Verification Failed" pop up. Was wondering if I'm the only one who has this problem and can anyone help me with this? Thanks!
                                                                                                              • Emails stuck in Queue

                                                                                                                Hi there, Since yesterday I have a few out going emails stuck in a queue. It say it will auto retry sending however nothing is happening. It seems to be affecting roughly 50% of my outgoing emails. Please help Thanks
                                                                                                              • Soft Bounce from transational emails from BREVO (Sendinblue)

                                                                                                                I manage the website of a client who uses your EMAIL service for the domain floranativadobrasil.com. And I use the BREVO email service, previously called SendinBlue, to send transactional emails about events specific to the website. All emails sent to
                                                                                                              • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

                                                                                                                Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
                                                                                                              • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

                                                                                                                We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,
                                                                                                              • Getting an error Address not found Your message wasn't delivered

                                                                                                                Hey, I'm trying to configure zoho mail for my website https://businessentity.org/ The email is meredith.karter@businessentity.org I'm able to successfully send the mails but when someone sends an email to above mail, this error shoots up: Address not
                                                                                                              • Support Uploading YouTube Videos Longer Than 60 Minutes

                                                                                                                Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API
                                                                                                              • Need Faster Help? Try Live Chat Support

                                                                                                                Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we
                                                                                                              • Can't deactivate Spell Check

                                                                                                                Hi Community, right now I'm using the Zoho Mail Desktop-Software. So far, so good.. many possibilities. Overall very nice. What is extremely annoying right now, is that we are not able to deactivate the Spell Check feature. And we are barely able to focus
                                                                                                              • Zoho Toolkit Email Signature Generator

                                                                                                                I'm having real issues with the email signature generator with no matter where I host the photo, Zoho doesn't seem to show the photo on the link provided?
                                                                                                              • Company Policy Upload - Request All EE to review and sign

                                                                                                                How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified that
                                                                                                              • Zoho Sign Global Settings vs. Template and Document

                                                                                                                Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return
                                                                                                              • Zoho Mail Desktop Crashes on Linux - Ubuntu 24 LTS

                                                                                                                Hi, I have been trying to run the desktop app on Ubuntu for the past few day with no luck. I have tried both the .deb package and the appImage. When I attempt to open the app. It just crashes immediately. The crash error dialog appeared once and I cant
                                                                                                              • Can't login to Zoho mail

                                                                                                                I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few
                                                                                                              • Zoho IP blocked by SpamCop

                                                                                                                Hi, Many of my emails are blocked and I receive this:  INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :spamcop.mimecast.org Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.51. - https://community.mimecast.com/docs/DOC-1369#550 [DGwIYPPSOfWI
                                                                                                              • Differences between Zoho Books and Zoho Billing

                                                                                                                Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks
                                                                                                              • Custom validation in CRM schema

                                                                                                                Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'
                                                                                                              • No Ability to Rename Record Template PDFs in SendMail Task

                                                                                                                As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and
                                                                                                              • Server error when trying to Data > Sort > Custom Sort

                                                                                                                Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."
                                                                                                              • To Assign a genrated pdf to a file upload field using delug

                                                                                                                content = "<html><body>HTML Content on page One <div style='page-break-after:always'></div> HTML Content on page Two </body></html>"; file = zoho.file.convertToPDF(content); file.setFileName("Name of the file"); <variableName> = <FormLinkName>[ID == input.ID];
                                                                                                              • TArgets To Accounts (Modules)

                                                                                                                How can i set sale target to Customers (Accounts Module)
                                                                                                              • Breaking barriers with multilingual WhatsApp templates in IM

                                                                                                                Ever wondered what it feels like to be greeted in your own language by a brand you love? A “Welcome!” feels nice, but a “¡Bienvenido!” or “स्वागत है!” feels personal. In today’s global world, conversations often need to cross both time zones and cross
                                                                                                              • Super Admin Logging in as another User

                                                                                                                How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
                                                                                                              • How to share private Opportunities with whole org at an account level

                                                                                                                Opportunities are currently set to private, so our sales team only sees their own opportunities, along with their manager and upper leadership. The need is the ability for the rest of the Org to see the opportunities at an account level, not within the
                                                                                                              • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

                                                                                                                Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model
                                                                                                              • Problema Verificacion con proveedor NIC.AR

                                                                                                                No puedo realizar la verificación del correo, he seguido los pasos indicados y configurado los MX. Y no puedo verificar el correo. He leido en el foro que otros han tenido el mismo problema. Alguno pudo solucionarlo?
                                                                                                              • How to remove some users in zoho accounts

                                                                                                                How to remove some users in Zoho accounts.
                                                                                                              • Reupload and rename from one field to another field (file upload)

                                                                                                                Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone
                                                                                                              • Unified Inbox for all, including fetched mails

                                                                                                                I fetch mails from different third-parties mailboxes. But I need to switch mailbox too see fetched mails. It's strange. All mailboxes have one shared disk space for own mail and fetched mail, but why do we need to switch mailbox (on the left bottom) to
                                                                                                              • Whatsapp Limitation Questions

                                                                                                                Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
                                                                                                              • Users Not Automatically Being Added To WorkDrive Team

                                                                                                                I have already created a ticket for this issue, but the support team doesn't seem to understand what's happening. Our organization started with a trial of Zoho Workplace around November 10, 2025. I created 10 users, including myself. I sent out the invites,
                                                                                                              • Synchronization between Gmail and Zoho Mail

                                                                                                                Hello! I am using Zoho Mail within the Zoho One platform. I have completed the basic setup and added all the required DNS records with our domain provider. Our goal is to set up two-way synchronization between our current Gmail inbox and Zoho Mail, but
                                                                                                              • IMAP login problem

                                                                                                                I have my domain hosted with zoho @wilson.ie I have added a new user and have enabled IMAP access to this user account The user can login to zoho mail on the web. When we enter the server settings into Outlook as per below, Outlook cannot login to the
                                                                                                              • Contact data removes Account data when creating a quote

                                                                                                                Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add
                                                                                                              • Changes to subform in Zoho CRM Portal Timeline History Unavailable

                                                                                                                Hi Support Team, We have noticed a feature limitation in the Zoho CRM portal. We created a portal for our vendors to edit records directly, but when vendors make updates, the Modified Time and Date fields are not being updated. Additionally, these updates
                                                                                                              • This mobile number has been marked spam. Please contact support.

                                                                                                                Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
                                                                                                              • Function #11: Apply unused credits automatically to invoices

                                                                                                                Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.
                                                                                                              • Duplicating report but custom layout does not

                                                                                                                Dear Zoho Creator, I need to duplicate a report into 10 copies, but unfortunately the custom layout (detail view) doesn’t copy along with it. I tried exporting and importing the custom layout, but the field mappings are incorrect. I believe everyone are
                                                                                                              • Credit Card Readers?

                                                                                                                We would like to use our commerce website at conferences (and eventually in store) to swipe credit cards to pay for orders. How would we accomplish this? Does Zoho have anything available for a developer write code to integrate something like Stripe Terminal
                                                                                                              • Stock count by bin location

                                                                                                                Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area Regards
                                                                                                              • Next Page