【Zoho CRM】サブフォームのアップデート

【Zoho CRM】サブフォームのアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。
今回は「Zoho CRM アップデート情報」の中からサブフォームのアップデートをご紹介します。

サブフォームは、複数の行項目をまとめて管理できる副次的なフォーム/表です。例えば、営業チームがCRMのサブフォームを使って顧客の注文を管理する場合、商品名・価格・納期などの情報をまとめて入力できます。

ただし、このサブフォームのリスト自体が長くなると、スクロールが必要になり、画面上で確認する際に情報を把握しづらくなることがあります。
この課題を解決するため、サブフォームの列で「複数列のピン留め」と「項目列の幅の調整」の2つの新オプションの使用が可能になりました。

【目次】

  1. 複数列のピン留め

  2. 項目の列の幅の調整

 1. 複数列のピン留め 

サブフォーム内の列が固定できるようになりました。
固定したい列の3点リーダーを選択します。表示された選択肢の中から「列を固定する」を選択すると、固定が完了します。

※最大3列まで同時に固定可能です。

 2. 項目の列の幅の調整

列の幅をデータ量に応じて調整が可能です。データ量が多い項目は幅を拡張し、その他の項目は幅を狭めるなど、柔軟な調整ができるようになりました。

 

注意点

  • 本記事で紹介しているアップデートですが、現在のところ管理者レベルの権限を持つユーザーのみがアクセス可能です。

  • 特定のサブフォームで実施したレイアウトの変更が、他のレイアウトに影響することはありません。

Info適用範囲：US(米国)とIN(インド)データセンターを除く全てのデータセンター 
※2025年4月17日現在

いかがでしょうか。サブフォームを利用中のユーザーさんはぜひ試してみてください！

https://zurl.co/jKTM

……………………………………………………………………………………………………………………

＋＋Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか？＋＋

Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。

※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！  

      • Recent Topics

      • Zoho Desk is extremely slow

        Hi Team, We are facing extreme latency issue with Zoho Desk. It is currently unusable. I have submitted a ticket already could you please look into this asap. Regards, Priya Sharna

      • Trouble fetching custom fields from Zoho Booking

        I'm following the instructions from here : https://help.zoho.com/portal/en/kb/flow/user-guide/app-specific-documentation/articles/zoho-bookings#1_Problem_with_accessing_custom_fields But I can't get this to work. Here is the result of a test booking :

      • Accounts module not displaying in Campaigns sync

        When syncing CRM to Campaigns, I can only sync Leads and Contacts. Accounts module is setup and not sure why I can't select it. I won't be able to make segments for all our email campaigns. What is the resolution?

      • Zoho Desk - account and contact lookup by phone

        Hi team, Does Zoho Desk allow to lookup Accounts and Contacts by phone or not? I am using this endpoint- GET https://desk.zoho.eu/api/v1/accounts/search?phone=987-654-3210 But I am getting this error- { "errorCode": "UNPROCESSABLE_ENTITY", "message":

      • Missing Date Field Type Blocking VAT Calculations in Custom Zoho CRM Module

        I'm working on a custom VAT calculator within Zoho CRM where I need to store the purchase date of a product and calculate VAT based on that date, since VAT rates can vary over time. However, while creating custom fields, the only available data type is

      • Different Page Numbering

        I want the page numbers not just 1,2,3... but i,ii,iii,iv,... or even I,II,III,IV.... How can I do this?

      • Remote Control Functionality During Screen Sharing in Zoho Cliq

        Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control

      • How to validate Rich Text in Zoho Creator! Urgent!

        Hi members, Recently I just started to use Rich Text field. Now I have a requirement where I need to validate to ensure this Rich Text field must contain a value. Meaning must contain something. I use the below script if(input.Rich_Text == null) { alert

      • Real-Time Screen Annotation During Zoho Cliq Screen Sharing

        Hi Zoho Support Team, Hope you're doing well. We’d like to request the addition of real-time screen annotation tools during screen sharing sessions in Zoho Cliq video calls. 🔍 What We're Looking For: The ability for the presenter—and optionally, other

      • Simplify ticket replies with intelligent writing and content analysis tools

        Introducing a smarter, faster way to handle ticket responses with generative AI-powered capabilities, now available in the ticket detail view. These enhancements are designed to reduce agent effort, improve clarity, and elevate the overall support experience.

      • Cannot send a Campaign. No Send or Proceed button

        I have built a Campaign. I had to drop Leads and only use Contacts because only one group can sync. But now I do not see any errors but I do not see anyway to proceed with sending the campaign?

      • Zoho Books - Feature Request - Show Custom Template Preview

        When using a custom template is would be a great user experience if the custom template could be previewed when viewing the record. I have found that it's very confusing for users, when they see an invoice preview but the out put file is different. Additional

      • run a macro on a contact that bounced from crm email merge

        how would one run a macro on a contact that bounced from crm email merge? how would i tell zoho to run a macro that SIGNALS said bounced?

      • Workflow : Update a multiline text field

        Hello, I'm creating a workflow to update a multiline text field. But it looks like I only can format my text as a one-line. How can I format the text to multiple lines ? Thanks

      • Search handwriting using sketch card and OCR

        Hi It's possible using Sketch Card for handwriting and search them using AI and OCR in Pro edition? Thanks

      • Autoresponders in Zoho CRM will be discontinued—transition to Cadences for enhanced engagement

        Zoho CRM’s Autoresponder feature will be discontinued by September 30, 2025. If you're currently using Autoresponders to automate email follow-ups, we recommend switching to Cadences, a more powerful, flexible, and multi-channel engagement tool for today's

      • Recovering a note

        Hi, I accidentally deleted an important academic not from my notebook. Can I recover it? Thanks

      • Unable to schedule posts!

        Hi everyone, I'm on the free account. I just realised it doesn't give me the options to schedule posts anymore, I can only 'post now'. I don't understand why I can't even see what I scheduled before. Can anyone help? Thanks, Benedetta

      • ZUG is Hitting the Road — Across the USA!

        We’re bringing the Zoho User Group (ZUG) meet-ups back to various cities across the United States — and we’re more excited than ever to reconnect with our incredible community! Whether you're a seasoned Zoho user or just getting started, this event is

      • SPF, Zoho Books, Send from my domain

        I am unable to verify my domain through Zoho Books: this is the text record: v=spf1 include:spf.protection.outlook.com include:zohomail.com -all I waited 24 hours already with error: SPF record not found. Contact your domain provider.

      • How do I record timesheet invoices generated in Zoho Workerly against a Sales Order?

        We have customers who issue us a Purchase Order for an aggregate amount of hourly services, which we invoice against on a weekly, bi-weekly, or monthly basis (contract dependent). For simplicity, let's say the customer PO is for $50,000 (1,000 hours at

      • One Place for All Your Automation Needs

        All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.

      • How Do I Refund a Customer Directly to Their Credit Card?

        Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

      • header and footer for templates

        Hi,   I created many templates for my activity. Nevertheless I have a big problem, the HTML is varies from a quote to another, there is sometime less or more text. In order to have a nice layout I require Header and Footer. I looked for into the CRM tool, couldn't find it. Can someone explain to me if it's possible ??   It's very urgent, thanks very much,   Eric Marois

      • Simple Text Search Function

        Would it be too much to ask for a simple text search function? My slide decks are often simply collections of slides of a random over, and I often have to find the slide I need at a moment's notice. A text search function, no matter how rudimentary, would

      • Rich-text fields in Zoho CRM

        Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

      • Introducing the Reviews sub-module in Zoho Recruit

        Across every recruitment process, candidates are assessed by multiple stakeholders—recruiters, interviewers, hiring managers, and clients. These evaluations influence hiring decisions, yet they often exist in silos across assessments, emails, or interview

      • We need customizable sub-form layouts

        Currently, we can arrange sub-form fields only in a single row. The single row layout means salespeople must horizontally scroll to uncover information. As a result, salespeople cannot see all of the relevant information simultaneously.  The administrator

      • Fetch function not working for CRM Contacts

        I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), but

      • How to add a discount (percent %) field?

        My particular case it’s regarding the “Opportunities” module. I’ve created a subform to calculate the value of the opportunity, and now I’d like to include a discount field in the form of a percentage. However, no matter how or where I add the "percent"

      • Automate Pricebook per Customer

        Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

      • Automate pricebook per customer

        Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

      • Automate pricebook per customer

        Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

      • Client Side Scripts for Meetings Module

        Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently

      • Document Tracking

        Hi all Zoho crmplus user here. I am migrating from hubspot and in Hubspot when my sales team email a document they can see when the client has opened the document and how many minutes they sepend on it. This persists for additional openings and readings

      • Apply partial payments to invoices from the Banking Module

        We need this! Why is this not possible?

      • Setting admin only field values in widget

        Hello If I'm using a Widget addRecord function invoked by a user input (the user has write permission not developer) can he set values to a field that is set to be visible to Admin only?

      • Forecast UI improvements

        Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could

      • Missing services/ features / buttons

        Hello, 1. I can't locate the DKIM information in ZoHo CRM that I need to add as txt strings to our DNS in GoDaddy. 2. In other activities I cannot locate the 'Help' button for context senstivie help 3. I wish to merge two records into a single record

      • Global Sets for Multi-Select pick lists

        When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

      • Next Page