Kaizen #155 - Frequently Asked Questions on Subforms
Hello all!
Welcome back to another post in our Kaizen series.
In this post, we will address the most frequently asked questions about Zoho CRM Subforms from the Zoho CRM Developer Community Forum.
Subforms
Subforms allow users to capture multiple records related to a single record in a structured format. They represent one-to-many relationships, such as listing multiple products associated with a single quote.
1. Can subforms be marked as required?
Yes, subforms can be marked as required.
2. What happens if I mark a subform as required?
When you mark a subform as required, the subform must contain values in at least one row for the record to be saved.
3. Can fields be marked as mandatory in subforms?
Yes, individual fields within a subform can be marked as mandatory.
4. What happens if I add data to a Subform that is not mandatory, but leave the mandatory fields empty?
Your subform will not be saved unless all the mandatory fields are populated. If you have data to add to a subform, you must fill in all mandatory fields in a row you populate.
5. Are subform fields supported in the Blueprint transition?
System-defined subforms(Line Items) in the Inventory modules can be associated with the "During Transition" phase. These subform fields can be found under "Associated Items." To access them, go to During Transition > Add > Associated Items, where you can see the Inventory modules. Note that, by default, the line items will be marked as mandatory.
6. Can I use custom subform fields from the Inventory modules in the "During Transition" phase?
Only system-defined subform fields are supported in the "During Transition" phase. Custom subform fields cannot be used.
7. How many records (rows) can be added to system-defined subforms in Inventory modules such as Quotes, Invoices, Sales Orders, and Purchase Orders?
A maximum of 200 rows can be added to system-defined subforms in the Inventory modules.
8. What happens if I add a custom subform to an inventory module?
By default, inventory modules have a total limit of 200 rows across all subforms in the module, including custom and system-defined subforms. If you add a custom subform with a row limit (e.g., 50 rows), you will need to reduce the row limit for the Line Item subform accordingly (e.g., to 150 rows). If the total limit is not within 200, you will get an error when you try to save the module.
You can update the row limits using the "Maximum row entries allowed" option. To do this, go to Setup > Customization > Modules and Fields > Select the module (e.g., Quotes) > Subform Section > Gear Icon > Edit Properties > Maximum row entries allowed.
9. How many subform rows can be created per subform in modules other than Inventory modules?
A maximum of 100 rows can be created per subform in modules other than Inventory modules.
10. How many columns can a subform support?
A subform can support up to 25 columns, meaning you can add a maximum of 25 fields.
11. How many subforms can be created per module?
The number of subforms that can be created per module depends on the edition:
- Enterprise and Zoho One: 2 subforms.
- CRM Plus and Ultimate: 5 subforms.
12. Can we create a custom subform in the Professional edition?
System-defined subforms are available in inventory modules like Quotes, Invoices, Sales Orders, and Purchase Orders. However, custom subforms can only be created in the Enterprise edition and above.
13. Can we trigger workflows based on changes to subform fields?
As of September 2024, triggering workflows based on changes to subform fields is yet to be supported.
14. Can we use custom functions to manipulate subforms?
Yes! You can use custom functions to manipulate subforms through the parent record.
15. How do I retrieve subform data in a module using the Search and COQL APIs?
To retrieve subform module data via the Search and COQL APIs, you need to use its corresponding subform module's API name instead of its parent module API name. For more details, refer to our Kaizen post: Kaizen #124 - Manipulating Subform using Zoho CRM APIs.
16. Can subforms be included in reports?
Yes, you can create reports based on subforms present in the module to analyze related data.
17. Can I import subform records when I import records in bulk to Zoho CRM using the Bulk Write API?
Yes, you can insert subform records along with the parent record using the Bulk Write API. For more details, refer to our Kaizen post: Kaizen #131 - Bulk Write for parent-child records using Scala SDK.
We trust that this post meets your needs and is helpful.
Let us know your thoughts in the comment section or reach out to us at support@zohocrm.com
Stay tuned for more insights in our upcoming Kaizen posts!
Previous Kaizen Post: Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows | Kaizen Series
Related Links:
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
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
Subramanian K
Sticky Posts
Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
New to Zoho TeamInbox?
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
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
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Cloning Item With Images Or The Option With Images
Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images asCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsZoho Books | Product updates | May 2026
Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & CanadaBlueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)
I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automaticallyZoho Books | Product updates | June 2026
Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout RulesCloning a View
When I clone a View, it doesn't make a copy; it only creates a new copy with the same default fields as if I were creating a new view. What is the purpose of cloning if it doesn't bring in the same fields? Thanks RudyDoes Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?
Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?Request to Update Billing Information and Payment Method
Hello, I’m using Zoho and I would like to update the billing information and change the payment card to our company card. Could you please let me know how I can do this? Thank you in advance for your help.Zoho Analytics "Esc" key problem
I frequently use the Escape (Esc) key while building dashboards, reports, and writing SQL queries. Since the recent updates to Zoho Analytics, the Esc key no longer behaves as expected. When writing SQL queries, pressing Esc to dismiss a suggestion nowZoho Analytics Filter Bug
I encountered a bug where typing the letter "A" in the drop-down filter of a table or query table causes the drop-down to close unexpectedly. For example, when typing "Today", the drop-down list closes as soon as "a" is entered. I tested this on anotherZoho CRM Kiosk question – Passing Screen Fields to a Function
I am building a Kiosk in Zoho CRM to create new Supplier (Vendors) records. Current setup: Screen 1 contains user input fields: Supplier Name (Vendor_Name) First Name (First_Name) I created a Deluge function: createSupplier(vendor_name, first_name) TheUsing Email Triggers on Zoho Flow
Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when theNumber of Reopn
Hi Zoho, Is there any appropriate API call for This URL "http://support.zoho.com/api/v1/dashboards/reopenedTickets?...." what I thought is the resulting output of this call has data for number of reopen... "https://desk.zoho.com/api/v1/tickets/" + Ticket_IDHow to customize the "Placeholder Text" separately from the "Field Label" on the Booking Form?
Hi, I am currently customizing the Booking Form for one of my Workspaces in Zoho Bookings, and I need some help adjusting a custom text field. Right now, when I create a custom text field, the gray "placeholder text" inside the text box automaticallyWhat's New in Zoho Inventory | April & May 2026
Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automatedIntroducing Spotlight Forms
Hey form builders! If someone opens your form, sees the wall of fields ahead, and quietly closes the tab. It may not be because the questions were hard. It could be because the experience felt like too much. Which is why we have now introduced a new formWorkflow Assistance in Zoho CRM
Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salespersonRelated products & AI product recommendations through commerce API.
Hello Zoho team I’m looking to add related products and AI product recommendations to my Zoho Commerce webshop with custom storefront. Is this supported through the API? And if not, is this on your roadmap? Thanks in advance DavidWhy don't Zia agents support file uploads?
I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting theirPasting Images in Zoho Desk ignores cursor location
My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,'Pinned' notes feature of a pipeline record
Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more importantCanvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?Announcing new features in Trident for Mac (1.37.0)
Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s dive into the details. Import EML archives directly into Trident. You can now import EML archives intoZia Agent activation in Zoho Desk forces new Organization creation instead of deploying to existing one
While attempting to complete the deployment and activation sequence of a new Zia Agent within our existing Zoho Desk environment, the activation process failed on the user interface, throwing a generic error (see print). However, despite the activation#10 Bill While You Sleep
A consultant is reviewing last month's work. Client meetings? Done. Deliverables? Sent. Support requests? Resolved. Then they realize something. "I have completed the work... but I haven't billed the client yet." The work was completed. The client wasTeam Module Issues?
We are testing Team Licenses for use by our Customer Service staff. I created a Teamspace called CSR and only assigned two users to this space: Administrator (me) and “Team License Test.” Team License Test is assigned to the Team User profile, with aAccess images from form submission in power automate
Images from form submission show up as links in power automate. How do I access the image data?Forms cannot be accessed.
https://forms.zoho.com/ is not available, please help to fixAssociate records via the Multi-select lookup RELATED LIST via API
In the REST API, is there a way to associate records for a multi-select lookup related list other than via the linking module? There are two methods for the lookup: 1. via insert records API 2. via the linking module ...as described in https://help.zoho.com/portal/en/community/topic/kaizen-125-manipulating-multi-select-lookup-fields-mxn-using-zoho-crm-apisProblem with CRM Connection not Refreshing Token
I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature toHow do I post a new question in Zoho Community forums?
Hi everyone, I’m new to the Zoho Community and I’m trying to figure out how to properly create and publish a new topic in the forum. When I visit the community page, I can’t clearly find the option like “Add Topic” or “Post Question.” Could someone guideKaizen #245 - Real Time Signal Alerts for High-Value Abandoned Checkouts
Howdy, Tech Wizards! Welcome back to another week of Kaizen. In this post, we will build a real-time abandoned checkout notification system using Stripe, Zoho CRM Functions, Sales Signals, and Widgets. When a customer abandons a high-value purchase, ZohoUnable to attach Fillable File Upload field to Merge Template ever since UI update
Ever since the new UI update, the field for Attachments for sending document for Signing in Writer has had an issue where trying to add a Fillable item in the Attachment field ends up always becoming a "Choose a File From Drive" option instead. No matterLatest updates in Zoho Meeting | An improved Analytics tab and user interface, an invite pop-up revamp, an enhanced Zoho Meeting iOS app, a recording feature in the Android app, and more
Hello everyone, We’re excited to share a few updates and enhancements in Zoho Meeting. Here's what we've been working on lately: Improved analytics for meetings, an invite pop-up revamp, a multi-video feed interface in the iOS app, a recording featureInquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge
Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, whenKaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select[Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict
Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects everyCelebrating the businesses behind Bigin: Customer Awards 2026
Hello Biginners, We're excited to announce the very first Bigin Customer Awards! If Bigin has played a role in your organization's journey, we'd love to hear about it. Share your story for a chance to be recognized among the best Bigin users across industries.Client Script Button in Related List become invalid
Hi, I am the admin of our organization. And I setup a client script button in related list to raise payment refund request While this button become non selectable recently. I believe there is something wrong from zoho as this button had run for a year.Send Email Directly to Channel
Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to askNext Page