【Zoho CRM】数式項目に関するアップデート

【Zoho CRM】数式項目に関するアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。

【目次】
１、時間ベースの数式を自動更新とリアルタイムの値を表示
２、条件に基づいて数式の実行停止
３、既存の数式を使用して新しい数式を作成

１. 時間ベースの数式を自動更新とリアルタイムの値を表示

数式項目のプロパティに関数「Now()」を含む数式項目の値をリアルタイムで自動更新するというチェックボックスを導入しました。
Before：データが手動で編集されるか、自動化によって更新されたときにのみ、数式項目は最新の結果を計算し、値を表示していた。
After：チェックボックスをオンにすると、数式をすべてのデータにわたって継続的かつ同時に計算することが可能に。

利用イメージ：
ある顧客が解約する可能性を確認するために、その顧客の契約年数を計算する。
保険契約の申込者の適格性を確認するに、現在の日付における申込者の年齢を計算する。



自動更新チェックボックスをオンにすると、ユーザーがデータを閲覧または編集するたびに、関連する数式が実行されます。
これにより、ユーザーは常に正しい時間測定値を見ることができます。

Alert
制限事項
・タブごとに、Now関数を使用して2つの項目にのみ自動更新を適用できます。
・日付/時刻を返すタイプの数式は、日付/時刻ベースのトリガーに基づくワークフローでは使用できません。
・自動更新が有効な項目は、表示するたびに値が更新されます。しかし、これはデータの編集には適用されません。
・データの編集に基づく自動化がある場合、データが実際に「編集」されない限り、このデータは使用されません。
・また、これらの項目を使用してカスタムビューやフィルターを作成することはできません。

２. 条件に基づいて数式の実行停止   

 

数式による値の自動更新を停止する条件を指定することができるようになり、特定の条件に基づいて計算を停止したり
値を固定したりすることができるようになりました。

 

これまでZoho CRM には、数式の計算を効果的に停止する機能がなく、締切日を過ぎても期間の計算が継続されていました。

一方で、数式が常に実行されることを期待するケースとは対照的に、特定の条件下で数式の実行を停止したい場合もあります。
たとえば、ある顧客が解約し、解約までにかかった時間を計算したい場合などです。
このようなケースでは、特定の条件を満たした際に数式を停止できる機能が求められます。

そこで、新しい関数を活用すると、次のような計算が可能になります。

  • 商談が交渉中であった日数の計算

  • コンバージョン前のトライアルに費やされた日数の計算

  • 製品の出荷にかかった日数の計算

データに影響を与えるイベントが発生するたびに進行中の計算を停止することで、
特定のステージで費やされた時間を正確に把握できるようになります。

 

 

 3. 既存の数式を使用して新しい数式を作成   


数式設定の項目部分で利用可能な項目のリストに、Zoho CRM の他の項目と同じように既存のすべての数式項目もリストされます。
管理者は、構文を繰り返すことなく、既存の数式を使用して新しい数式を作成できるようになりました。



 
適用範囲：全てのデータセンター

いかがでしょうか。数式項目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

      • Email Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)

        I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containing

      • Customer ticket creation via Microsoft Teams

        Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

      • Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

        Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently

      • Best way to schedule bill payments to vendors

        I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

      • Seamless Round-Trip Navigation for Related Blocks (Detail View)

        As highlighted previously in this post (and here, here, here, and here), we still lack a fundamental capability for seamless navigation in Related Blocks. The popup that appears when adding a related record doesn't exist for viewing/editing existing records,

      • Social Profile Logo Format

        Hello, I'm using Zoho Sites and am attempting to add a couple of social media accounts to my profile that aren't included in the default platforms that are available. What format is the logo required to be in? I have tried .png and .jpg with no success.

      • How to create Sepa Direct Debit XML file: solution and code

        Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa

      • Traditional Spreadsheet vs Zoho Tables

        Hello everyone, This article explains the differences between Spreadsheet applications and no-code databases, such as Zoho Tables. While both tools belong to the "grid" family, the core difference lies in their purpose. A spreadsheet (such as Zoho Sheet,

      • RFQ MODEL

        A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books

      • Delegate Access - Mobile iOS/iPad

        We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, Jake

      • Request For Quotation (RFQ) module

        Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a

      • Support for Developing Zoho Recruit Extensions via Zoho Sigma

        Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like

      • FOLDER DISAPPEARED

        Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,

      • How to create estimates/Invoices with sub-totals

        Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?

      • Deluge scripts

        Why is there not a search function to make it easier to find the script of interest when modifications are required.

      • Social media simplified with Zoho Social: Why should brands have a Threads profile?

        Just over a year ago, Instagram launched Threads, the all new social media app primarily focusing on sharing text online. It was welcomed by people worldwide with more than 10 million users in just seven hours, and it currently has over 175 million active

      • 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,

      • New Beginnings with Zoho Desk mobile app best practices: Part 3

        In focus: Scaling consistency, intelligence, and customization In our third installment, we'd like to share tips to help you elevate your customer experience as you handle support operations seamlessly on mobile. Let's reconnect with Omniserve, the field

      • Highlights of 2025: Milestones and moments

        Hey everyone! As we step into 2026, it’s a great time to look back at everything 2025 brought to Zoho Social. This year was big, packed with powerful new features, smart enhancements, exciting events, and a major milestone: a whole decade of Zoho Social.

      • Introducing the sandbox environment in Zoho Sign

        Hey there! Customer and partners across the globe have been requesting a testing environment—also called a sandbox—for quite some time. Sandboxes help you try out document workflows before using them in your production setup. This new year, we are excited

      • Can I share the drive with another Windows user?

        We use the WorkDrive Sync application on a server with several remote desktop users. Our question is: Can the drive created by WorkDrive Sync be shared from one of these remote users with the other users so they can access the files, or do we need to

      • Syncing Bills in Zoho Books to Zoho CRM

        Is there any way to sync the Bills in Zoho Books in Zoho CRM

      • Auto CheckOut Based On Shift.

        This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

      • ERROR: Product type cannot be changed for Items having transactions.

        I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product

      • Boost your CRM accuracy with smart Data Enrichment

        Hello all! In this post let's look at data enrichment from a holistic perspective to gain more clarity on how you can use it. So, here's a quick recap of what data enrichment is and how you set it up it to enhance your existing module data! What is data

      • Is it possible to set a region lookup table so that my deal country can lookup this lookup table

        Hi there, I would like to be able to add a data lookup table with the following fields: Country, Region. And then in my deal report, i can then lookup this table to fish out the region in my report. This will be important for my sales process to categorise

      • Test Emails Show Sent "via zcsend.net" in My Gmail Account

        I noticed the following info... However, a few email service providers such as Outlook and Gmail will display that the email was sent by zcsend.net (Zoho campaigns’ server) on your behalf instead of just your from email address.  In order to prevent this, you can go for either of these options: Do not select the check box meant for DomainKey Signature which is listed under Unverified sender domains. Include our mail servers by advanced authentication method such as SPF/ Sender ID and DomainKey/ DKIM.

      • 'UnAuthenticated Connection: zbooks_connection'

        I have a zoho connection in Zoho Books, the link name es zbooks_connection, but I like to validate if exist, by example if I use this line in my code: response=zoho.books.getTemplates("", "","zbooks_connection"); But I don't  have the connection I like

      • Calling the new 'Custom API' feature from within a Custom Widget

        From what I've learned it is not possible to call an endpoint from the new "Custom API" feature within a Creator Widget. The SDK's doesn't support it yet, when calling it natively you end up with CORS issues or at least I couldn't get it working even

      • Cannot post to Instagram. I get the error: Insufficient permission to publish on this page. Check with your page Admin to update permissions.

        We had another admin that left the company. Since he left, we get this error when posting to Instagram.

      • Zoho desk desktop application

        does zoho desk has a destop applicaion?

      • Ability to re-order Workflow Rules

        We really need the ability to re-order workflow rules within departments.  Either the ability to drag/drop them into a different order or something.

      • Create an article template

        I have a question concern the Knolwedge Database from Zoho Desk. There is any possibility to create an article template ? Exemple of what I research : TODAY : I want to create a lot af articles with the same baseline > I create one article > I copy/paste

      • Change of Blog Author

        Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

      • Zoho FSM API Delete Record

        Hi FSM Team, It would be great if you could delete a record via API. Thank you,

      • Instant Messaging Update | Now migrate your WhatsApp Business phonenumber from another BSP to Zoho Desk | Dec'23

        Hi All, Everything seems to move at lightning speed these days, and time is certainly flying by for the IM team. But we are delighted at how much ground we covered this year. 🚀 For one, we enabled WhatsApp business phone number migration so that you

      • Upload ticket attachments via Drag-&-Drop

        Hello, if you want to upload a file to the ticket attachment you need to click the button and use the file browser to select and upload the desired file. In many cases, it would be much more efficient if you could simply drag the file to the browser window...

      • Can we disable add to cart in Zoho Commerce?

        Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However

      • 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

      • Zoho One account closure vs deactivation

        I wonder what are the best practices and guidelines around deactivating vs deleting Zoho accounts in organisations? Any practical considerations?

      • Next Page