【Zoho CRM】アップデートのお知らせ：ミラー要素

【Zoho CRM】アップデートのお知らせ：ミラー要素

ユーザーの皆さま、こんにちは。コミュニティグループの中野です。

Zoho CRMに新しいフィールド機能「ミラーの要素」が追加されましたのでご紹介します。
これにより、別タブにある項目の値をリアルタイムで表示できるようになりました。

目次

1. ミラーの要素とは
2. ミラーの要素とルックアップ項目の連動項目の比較 ― どちらをいつ使うべきか
3. 適用範囲と制限事項

1. ミラーの要素とは

これまで、別タブにある項目の値を引っ張ってくるには、カスタム関数やワークフローを使った値の更新が必要でした。
「ミラーの要素」を使うと、たとえば商談タブに関連する連絡先の電話番号やメールアドレス、あるいは商談の総額といった値を、
カスタム関数やワークフローなしでそのデータ画面上にリアルタイム表示できます。


元データが更新されれば即座に反映されるため、常に最新の情報をもとに作業できます。

・設定方法①：項目の表／グラフから「ミラー」をドラッグ。


・設定方法②：適用させたい項目を右クリックし、「ミラーの要素の管理」を選択。


2. ミラーの要素とルックアップ項目の連動項目の比較 ― どちらをいつ使うべきか

似た機能として「ルックアップ項目の連動項目」がありますが、用途が異なります。

 

ミラーの要素

ルックアップ項目の連動項目

データ同期

常にリアルタイムで同期

関連付け時の一度のみ

編集

読み取り専用

編集可能

保存先

子データには保存されない

子データにコピーして保持

権限設定

親タブ・親項目から自動継承

管理者が自由に設定可能


・値を表示するだけでよい場合 → ミラーの要素
・値を編集・上書きしたい場合 → ルックアップ項目の連動項目

3. 適用範囲と制限事項

Info
適用範囲：無料プランを除くすべてのプラン／JP・CA・SA・UAE・AU データセンター


Alert
制限事項：
・表示専用のため、フィールドとして直接編集はできません
・一覧表示（リストビュー）では表示されません。作成・編集・詳細ページのみで利用可能です
・フィルターや条件には使用できません。フィルターを使いたい場合は、カスタムビューで関連タブの条件を利用してください
・タブごとに最大100個のミラー項目を作成可能（最大5つのルックアップ項目にまたがって使用可）
・「通話」「予定」「タスク」「予約」「ユーザー」タブではサポートされていません
・ミラーの要素は、参照先のタブと関連データの両方のアクセス権限を持つユーザーに対してのみ表示されます

・関連情報：ミラーの要素

いかがでしょうか。CRMをご利用中のユーザーさんは、ぜひ試してみてください！
……………………………………………………………………………………………………………………

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