【Zoho CRM】サブフォーム内にあとから追加した数式項目を一括して計算させる方法

　【Zoho CRM】サブフォーム内にあとから追加した数式項目を一括して計算させる方法

皆様のお知恵を拝借いたしたくご相談させてください。

【状況】
任意のタブにすでにサブフォームが設定されており、そのサブフォームを含め、既に数千件のデータが存在している。

【実施したいこと】
新たに数式項目をそのサブフォームに追加して、入力済データのレコードも含めて、その数式項目の計算結果を反映させたい。項目の更新で数式項目をサブフォームに追加しただけでは計算されません。

【わかっていること】
任意のタブのサブフォーム外にあとから数式項目を追加した場合、数式項目を追加しただけでは当然数式項目の計算結果は反映されませんが、以下の方法を実施すると数式項目が計算されます。
  1. 一時的に真偽項目を追加（『更新用』と命名）
  2. 数式項目を追加したタブの一覧において、表示されている全件データを選択し、一括更新で上記追加した『更新用』真偽項目にチェックを入れる
  3. 上記を必要なデータ数分繰り返す（表示件数Maxが100件なので、1000件であれば10回繰り返す）
上記作業を行うことで、あとから追加した数式項目を計算させて、データを確認することができます（実証・確認済）

同様のことをサブフォーム内にあとから追加した数式項目に対しても行いたいのですが、上記方法ではサブフォーム外の数式項目は更新されますが、サブフォーム内の数式項目は更新されません。

一度編集モードにしてそのまま保存すればサブフォーム内にあとから追加した数式項目も更新されることは確認いたしましたが、数千件あるデータをこの方法で実施する方法は現実的ではありません。

シート表示での実施も考えましたが、そもそもサブフォームのデータをシート表示させることができないので、これも無理でした。

どのようにすればサブフォーム内にあとから追加した数式項目を一括計算させることができますでしょうか？

何かよいお知恵を持ちの方がいらっしゃったら教えて下さい。

よろしくお願いいたします。

      • Recent Topics

      • TrueSync regularly filling up my local disk

        Seems that WorkDrive's TrueSync randomly starts filling up my local hard drive space. None of the folders have been set as "Make Offline" but still it seems to randomly start making file offline. The settings of the app is so minimal and is of no real

      • How to print a label from zoho creator app?

        Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?

      • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

        We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In

      • Where can we specify custom CSS in Zoho Forms custom theme ?

        I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering

      • Team Gamification

        Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,

      • Sync Data from MA to CRM

        Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

      • Update CRM record action

        Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module

      • Pro Lite Upgrade - Quick Access Tray

        Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?

      • Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails

        Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom

      • Auto tracking URL generation based on Carrier

        Hi, While creating a shipment order for a package in Zoho Books, I have a requirement that for example, if the carrier is Delhivery and tracking number is 1234, then can automatically the tracking link/URL be generated as www.delhivery.com/1234. Similary,

      • Notes badge as a quick action in the list view

        Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

      • Webtabs for Mobile App

        We let our users strictly use CRM and use webtabs to integrate other applications like Zoho Desk. We need these webtabs in the mobile app as well. Otherwise our approach of using CRM as an entry point for our system does not work anymore. Update: It would

      • 3 year sick leave cycle

        How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle.  This

      • WorkDrive and CRM not in sync

        1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here

      • Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

        Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

      • Is Zoho Communityspaces now part of Zoho One?

        Is Zoho Communityspaces now part of Zoho One?

      • How to update "Lead Status" to more than 100 records

        Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, Jonathan

      • Bigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026

        Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words of

      • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

        Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending

      • Zoho Desk - Change Time Zone for all users and set default for new user

        Hi,   Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice?   And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ?   Thanks ! Fred

      • Introducing WhatsApp integration in Bigin

        Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all

      • Allow Manual Popup Canvas Size Control

        Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected

      • Why does Zoho’s diff viewer highlight parts of unchanged lines?

        Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:

      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

        The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

      • Wrapping up 2025 on a high note: CRM Release Highlights of the year

        Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank you

      • Passing the CRM

        Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

      • Automating Employee Birthday Notifications in Zoho Cliq

        Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

      • Drop Down Value

        Hi, May I know why Zoho Flow treat this drop down as number and not as string. If so, how can I fetch the right value for filtering. This field is from Creator, in Creator upon checking by default it is a string since it's not a lookup field.

      • Create PO from an invoice

        We are a hardware and software sales company which receives orders over the internet. We drop ship most of our products from a warehouse outside of our company. Our orders get sync'd into Zoho from our store via onesaas as invoices. It would be great

      • SMS to customers from within Bigin

        Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

      • Zoho Survey reminder settings are extremely confusing

        Hi, I just want to set 3 reminders, one week apart from the first email out. Your form is too confusing and I don't understand. Can you simplify and be more specific regarding the language used on the form ?

      • Add deluge function to shorten URLs

        Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised

      • form data load issue when saving as duplicate record is made

        Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded

      • Recurring Tasks and Reminders in Projects

        Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future

      • Unable to remove the “Automatically Assigned” territory from existing records

        Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically

      • Track online, in-office, and client location meetings separately with the new meeting venue option

        Hello everyone! We’re excited to announce meeting enhancements in Zoho CRM that bring more clarity and structure to how meetings are categorized. You can now specify the meeting venue to clearly indicate whether a meeting is being held online, at the

      • Google Fonts Integration in Pagesense Popup Editor

        Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts

      • Improved Contact Sync flow in Google Integration with Zoho CRM

        Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

      • CRM Canvas - Upload Attachments

        I am in the process of changing my screens to Canvas.  On one screen, I have tabs with related lists, one of which is attachments.  There doesn't appear to be a way to upload documents though.  Am I missing something really obvious?  Does anyone have

      • Next Page