CRM Hack #3: How to update formula functions for already created records.

CRM Hack #3: How to update formula functions for already created records.

Hello everyone!

 

It’s Wednesday and we are back with yet another hack.. 

 

I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider an example each for external (customer-facing) and internal facing scenarios where you'd have used formula fields. 

 

i) You are an insurance company and have added a formula to determine the age of your customers to check eligibility for a particular policy. 

ii) You have over a hundred potentials and have created a formula to calculate the commission for your sales representative based on the amount in the potential and stage.

 

Now, in both these cases, you'd want to apply to the earlier records as well, right? Here's a simple hack that lets you do update the formula to the records already created.

 

1. Click on the tools icon at the top right corner and go to Setup.



2. Go to the module concerned, say Leads.




3 You'll find a list of new fields that can be used inside the layout on the left side panel. Select the check box, and drag and drop the field inside the layout and rename it appropriately and save the layout. 





4.Go to leads and select the records that are already available using the corresponding checkbox and click on the three dots at the top. Now,select mass update for the checkbox field that you created .



 




What happens now is a mass update of all the records triggering the formula action as well.


PS: Please note that you can only mass update up to 500 records at a time, by selecting 100 records and navigating to the next 5 pages thus selecting 500 in total.

 

 

Try this and let me know if it helped! Until next Wednesday!


PS: Edit to the post. Initially we had the option to update the formula field based on a field update, but this would update the formula field every time when a record is updated. Hence, now to update a formula field you have to make sure the field to be updated must be invoked with the formula field. Here is a example based on a user a requirement. I have a checkbox field called "Mass update check" In order for the formula field to update based on the checkbox field I have to invoke this field within the formula. Here is the formula with the "Mass update check" check box field invoked.

If(Tostring(${Candidates.Mass update check})=='true',Abs(Datecomp(${Candidates.Candidate Updated Time},${Candidates.Phone screen complete}))/24/60,0)

Check and let us know if you have any further clarification.





    • Sticky Posts

    • How to reach the official Zoho Support channels and avoid fake ones.

      Dear Customers, Thanks a lot for choosing Zoho! Our applications are built to help achieve your day-to-day business goals. We are committed to engaging with you, to understand and develop solutions that enhance your productivity.  We are happy and ready to help you use our services effectively. Understanding and avoiding fake support Just like using popular bank names and financial applications for phishing purposes, using Zoho and claiming to be providing Zoho Support or services with false numbers
    • Function #35: Close all tasks associated with a lead and create a new task.

      Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just
    • Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas

      <br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
    • Join us at the Canada ZUG Meetup: What’s New in Zoho CRM

      Hello Zoho Community! Start your year with fresh insights into Zoho CRM’s latest updates and tools. Whether you're a CRM beginner or a experienced user, this meetup is crafted to help you optimise your processes and leverage new features. Explore practical
    • CRM Hack #2: Automate sending of birthday greetings to your customers.

        Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
    • Recent Topics

    • "Disbursing product components in phases, monitoring them, and displaying only the final product."

      i have a product composed of multiple components, and these components will be delivered to the customer in batches. However, the final invoice should only show the finished product. How can I issue (or release) the components and track their delive
    • Followed Subtasks doesn't show up in the Subtasks Section

      I have a task assigned to me now in the same task, there's a subtask and I am added as the follower on that task Even though I am a follower I still don't see that in the subtasks section The view permission for the profile is Related It's supposed to
    • Tip #39- Strengthen account security with Multi-factor Authentication (MFA) – ‘Insider Insights’

      Securing your organization's data begins with verifying that only the correct individuals have access to it. One of the simplest yet most effective ways to accomplish this is to enable Multi-factor Authentication (MFA) within Zoho Assist. MFA introduces
    • Automate timeout chat tracking with Workflows in SalesIQ

      With our feature-packed Nova release, Workflows has become one of the most powerful tools in Zoho SalesIQ. They let you automate follow-up actions when key events occur, such as when a chat ends, a visitor leaves a bad/good rating, or a lead is updated.
    • Mass edit / Mass update products

      Hi, Is there any way to mass update or bulk edit product fields in Zoho Inventory?
    • Automatic Verification of IMAP Integration Status

      Our sales staff have their O365 email integrated with CRM, over time this integration requires re-authentication via the UI. I can manually check the integration status by accessing Settings -> Channels -> Email -> Email Sharing -> "Configuration Type"
    • Tip of the Week #68– Share and access files faster with Zoho WorkDrive extension.

      Have you ever wasted time searching for the right file to attach to your emails—or worried whether the right people could access it? Without proper sharing settings, files might end up inaccessible to teammates or, worse, visible to people who shouldn’t
    • CV-Library: The Newest Source Booster in Zoho Recruit!

      We’ve expanded your sourcing toolkit — CV-Library, one of the UK’s largest and most trusted online job boards, is now available as a Source Booster in Zoho Recruit. This gives recruiters instant access to millions of UK-based candidate profiles, all without
    • Zoho AI Translate Task as Rest API

      I cant find any docs on how to use Zoho AI Translate Task from a rest api call https://www.zoho.com/deluge/help/ai-tasks/translate.html I am working on a custom Widget and I dont think I can execute zoho deluge ai translate task from a custom widget.
    • Is there the possibility to book less than 250 customer portal users?

      If you use the Creator, which is included in Zoho ONe, you can create a customer portal and give access to a maximum of 3 external people / customers, right? On the Creator website I saw that you can add 250 users for 100€/month. However, we don't need
    • Display Parts custom fields in the Work Order

      Hello, I see that is it possible to add custom fields in the Parts module. Would it be possible to also add those custom fields in the Work Order Module under Parts? This would be very useful for customer who want to showcase more information about parts.
    • Unable to edit Saved Estimates

      We are facing issue with editing the price or discount for a saved estimate for nearly 1 week.
    • Translation Blueprint & Picklists with Custom Values

      Hello everyone, I downloaded the translation file and I'm not finding the blueprint transitions. Does this means that the transitions cannot be translated? Also, the picklist values to be translated in the document are not the same that are actually used the in module. For exemple, for my lead module, the picklist values for Lead Status are : Not-contacted, contacted, junk and lost lead. In the translation document (English to French), this is what I see: PicklistValues.Leads.Lead_Status.Contact
    • How to create a custom sales signal?

      I want to create a custom sales signal for a custom module. is it possible to create one? If anyone know please let me know
    • Only show products in offers based on lead source

      We work with several lead sources, each with their own products and different pricing. For example, one product might have two or three different prices. Sometimes, when creating a quote, the wrong product is accidentally selected. Is there a way to only
    • Narrative 7 - The importance of data sharing

      Behind the scenes of a successful ticketing system - BTS Series Narrative 7 - The importance of data sharing Definition Data sharing requires a commitment to preserving the integrity and dependability of shared data throughout its entire lifecycle. This
    • 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
    • Check out in Meetings

      Why there is no check out in Meetings of Zoho CRM, very difficult to track
    • Issue with Zoho Projet

      Zoho Project on all the cellphones of my customer is crashing. He has mixed brands (Samsung and Pixel). Everything is fine on website and mobile website. Could not reproduce the issue in workshop using Samsung/Pixel/iPhone Uninstallation of Zoho Project
    • SecurePass email English language issue -- please hire someone to correct the English language issues sprinkled throughout your interface

      I wrote previously about some incorrect English in your SecurePass offering. After about six months it was corrected. I have never revoked permission before today and just discovered another language mistake that was not corrected. When you revoke a SecurePass
    • Published Components

      @zoho team, Checking if we can add a password for the public links as we have non-licensed users
    • Zoho Creator customer portal users

      Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3
    • Please Enable Snippets for Agents Adding Comments

      Snippets and templates are currently enabled for agents when they use the reply functionality. There is currently no way to add a template or snippets when an agent comments. This is really weird. Our agents don't use the reply functionality, only the
    • Tip of the Week - Extracting Data from JSON Columns

      Let's say you are importing a CSV or Excel file into Zoho Analytics. What if the file contains a few columns in JSON format? This is where Zoho DataPrep, embedded right within Zoho Analytics, comes in handy. This week's tip explains how to extract data
    • Deluge UI Updates

      Are there any updates planned for the Deluge UI in Zoho Desk? It feels quite dated and lack-lustre after you've spent some time in the CRM Deluge UI.
    • Zia Agents - Follow Ups

      It would be nice to have Zia Agents do follow ups. A lot of times agents are trying to schedule things with users and they say "can we set your printer up tomorrow?" and the user never says anything. A way to have a personalized reminder to the user automatically
    • Hide Agents name in Ticket Responses in "My Area"

      We were able to hide the agents name in the emails, however, the customer is able to see which agent has responded to a ticket in the thread of emails by going into their Help Center thread. Is there any way we can hide that information?
    • Option to Automatically Update Extensions

      Hello Zoho Desk Team, We recently received an email notifying us about an extension update that must be done manually. We’d like to request a feature that allows extensions to be updated automatically without requiring manual intervention. This would
    • Embed Report with Auto Height

      Hello Developers, When we embed report within Page, we are getting one awesome feature to adjust the report height. "Auto" and "Custom' height. This "Auto" option works well when we have no records. But I want to embed report based on some conditions
    • Zoho Payroll: Product Updates - August 2025

      This month’s updates to Zoho Payroll bring enhanced efficiency and smarter features, simplifying payroll management for users in India, UAE, KSA, and US. Read on to explore how these updates can streamline your workflow. Filter Pay Runs by Type (India,
    • Numerical Rating for Interviewer Assessments

      Introducing Numerical Rating, a powerful new addition to interviewer assessments that brings precision and flexibility to candidate evaluations. ✅ What is Numerical Rating? Numerical Rating lets interviewers assign a score for each question in the assessment,
    • User Tips: Adding Multiple Products (Package) to a Quote v2.0 (with Client Script)

      This solution is an improvement on the original idea which used deluge. My solution was posted in the comments are: https://help.zoho.com/portal/en/community/topic/adding-multiple-products-package-to-a-quote The updated version uses client script instead
    • Are downloadable product available in Zoho Commerce

      Hi all. We're considering switching to Zoho Commerce for our shop, but we sell software and remote services. Is there a features for downloadable products? I can't find any information about this. Thank you very much Alice
    • Need Faster Help? Try Live Chat Support

      Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we
    • Custom image for each contact using merge tag

      Hi, I'm wondering if it's possible to set up an email campaign to display a different image for each contact using a custom field for the image url. I tried inserting custom html: <img src='$[UD:APP_IMAGE_URL||]$'/> but the editor seemed to reject this and did not actually add anything to the email template. Has anyone got any ideas? cheers, Jeremy
    • Comment Reactions like a Thumbs Up

      Can we please have the ability to emoji react on comments or at the very least, thumbs a comment up? Literally every other project management system out there can support this and it is very much needed to just acknowledge a comment instead of completely
    • Zoho Mail Search Engine Sucks

      Hello There! I really like all the features of Zoho Mail and I believe is way better than Gmail except for the Search Function. I believe Zoho Mail has a very poor search function, if you misspelled a word in the search box, Zoho Mail won't display any
    • Allow Subtasks and Task Lists to have their own Layout

      I'd like to have the ability for subtasks and task lists to have their own layout.  A subtask for us doesn't require all the fields that a parent task has.  The subtask seems cluttered with all the extra fields. Within a project Task List had different purposes.  I'd like the task layout to be different for some task lists.
    • How to update Customers in Zoho Books through Zoho Flow?

      Updating customers in Zoho Flow using a "update customer" action is deleting contact persons in Zoho Books.
    • Conect chat of salesiq with zoho cliq

      Is there any way to answer from zoho cliq  the chat of salesiq initiated by customers?
    • Next Page