【Zoho CRM】数式項目に関する仕様変更

【Zoho CRM】数式項目に関する仕様変更

弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。
━━━━━━━━━━━━━━━━━━━━━━━━━━
▼ Zoho CRM の最新アップデート情報:https://zurl.co/Or8g
━━━━━━━━━━━━━━━━━━━━━━━━━━

今回は、数式項目に関する仕様変更について紹介します。
┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈

今回、各タブ内のレイアウトに追加できる数式項目の仕様に変更がありましたので紹介します。なお、数式項目についての基本情報は以下よりご確認ください。

■ 以前までの挙動
各タブのレイアウトで有効な数式項目をレイアウトから削除する際、項目を「使用していない項目」のセクション下に移動するか、完全に削除するかを選択することができました。



以前の仕様では、この処理を行った場合、項目がレイアウトには表示されなくなった後も、バックエンドで数式内に含まれる項目が編集/更新されるたびに計算が実行されていました。
このように、削除された数式項目の計算がバックエンドで実行されることにより、技術的な処理に問題が生じていました。

■ 今回の変更
有効な数式項目を「使用していない項目」セクション下へ移動すると、計算が停止されるようになりました。
今回の変更により「使用していない項目」に移動した数式項目をレイアウトに戻すと、削除した時点で記録されていた値をそのまま使用することができるので、予期せぬ数式項目の値の変更が起こらず、ユーザーの混乱を防ぐことができます。

(例)数式項目①が"項目②の値+項目③の値"を返す場合

レイアウトで数式項目を追加している場合は、正常に計算が実行されます。
以下の例では、数式項目①の値に、"項目②の値+項目③の値"が反映されています。



今回の変更により、数式項目①を「使用していない項目」に移動すると数式項目の計算が停止します。

また、該当の数式項目を再びレイアウトに戻した場合は、削除時に反映されていた項目の値のまま、それぞれのデータ内に表示されます。
そのため、以下の画像のように、削除された数式項目①の値をレイアウトに戻してみると、項目②の値の変更が数式項目①に反映されていません。



レイアウトに項目を戻した後に、数式に含まれる項目の値の変更を行うと、数式項目が再計算を始めます。



本件に関する留意事項については弊社サポートチームのFAQにて掲載しています。こちらの記事をご確認ください。
また、本社のフォーラムにも投稿がございます。こちらもご参照ください。

▼ Announcement: Unused formula fields are no longer computed

今回紹介した機能は以下のプランからご利用になれます。
  • 数式項目(カスタム項目):プロフェッショナルプラン
…………………………………………………………………………………………………………
Zoho Japan Communityのオンラインフォーラムのフォローをよろしくお願いします!

フォーラムをフォローすると、新着投稿やコメントの通知をメールで受け取ることができます。
また、特定のサブフォーラムの新着投稿の通知のみを受け取ることも可能です。
───────────────────────────
▼ オンラインフォーラムのフォロー方法はこちら

───────────────────────────
Zoho ユーザーによる活用のノウハウやアドバイスなど、運用やサービスの使いこなしに役立つ情報が満載です。ぜひこまめにチェックしてみてくださいね!
…………………………………………………………………………………………………………


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ





                                ご検討中の方

                                  • Recent Topics

                                  • Unified task view

                                    Possible to enable the unified task view in Trident, that is currently available in Mail?
                                  • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

                                    Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass
                                  • Importing data into Assets

                                    So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent
                                  • Allow instruction field in Job Sheets

                                    Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle
                                  • Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

                                    Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen
                                  • How to create a Zoho CRM report with 2 child modules

                                    Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would
                                  • 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. Managing addresses
                                  • The dimensions of multilingual power

                                    Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好,来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho
                                  • Multi-line address lines

                                    How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.
                                  • Accessing Zoho Forms

                                    Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without
                                  • Archiving Contacts

                                    How do I archive a list of contacts, or individual contacts?
                                  • Cost of good field

                                    Is there a way we can have cost of good sold as a field added to the back end of the invoicing procedure and available in reports?
                                  • How to add image to items list in Invoice or Estimate?

                                    Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just because
                                  • Issue with the Permission to Zoho Form

                                    I am getting an error by signing in to zoho form as it is stated that i don't have permission to access this is admin account
                                  • CRM templates

                                    Hello everyone, In my company we use Zoho campaigns where we set up all newsletters and we use Zoho CRM for transactional emails. I have created some templates in Zoho campaigns but from my understanding i cannot use those in Zoho CRM, right?
                                  • Converting Sales Order to Invoice via API; Problem with decimal places tax

                                    We are having problems converting a Sales Order to an Invoice via API Call. The cause of the issue is, that the Tax value in a Sales Order is sometimes calculated with up to 16 decimal places (e.g. 0.8730000000000001). The max decimal places allowed in
                                  • Meet Canvas' Grid component: Your easiest way to build responsive record templates

                                    Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
                                  • Addin Support in Zoho Sheet

                                    Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
                                  • Where to integrate Price Book and Product List Price

                                    Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset
                                  • Pending Sales Order Reports

                                    Pending sale order report is available for any single customer, Individual report is available after 3-4 clicks but consolidated list is needed to know the status each item. please help me.
                                  • How to export project tasks, including the comments

                                    Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the
                                  • Zoho Mail SMTP IP addresses

                                    We are using Zoho Mail and needs to whitelist IP for some redirections from your service to another e-mails. You can provide IP address list for Zohomail SMTP servers?
                                  • Migrate Your Notes from OneNote to Zoho Notebook Today

                                    Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import
                                  • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

                                    I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
                                  • Zoho Campaigns - Why do contacts have owners?

                                    When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have
                                  • First day of trying FSM in the field.

                                    What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app
                                  • Bigin Android app update: User management

                                    Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:
                                  • Email Integration - Zoho CRM - OAuth and IMAP

                                    Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have
                                  • One Contact with Multiple Accounts with Portal enabled

                                    I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
                                  • End Date in Zoho Bookings

                                    When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
                                  • Choosing a portal option and the "Unified customer portal"?

                                    I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best
                                  • Zoho Commerce

                                    Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
                                  • email forwarding not working

                                    Your email forwarding service does not work. I received the confirmation email and completed the confirmation, after that nothing and nothing since no matter what I have tried. Shame as everything else was smooth. I spose it's harder to run one of these web based internet mail services than you guys thought!!! can you fix the email forwarding asap PLEASE!
                                  • Google Ads Conversions Not Being Tracked in Zoho CRM

                                    We have 3 different conversions created in our Google Ads Account. Only one of the 3 conversion types is tracking in Zoho CRM. Our forms are Elementor Forms that are mapped into Zoho CRM. It apprears to me that all leads are showing up in Zoho CRM, but
                                  • Zoho Desk KB article embedded on another site.

                                    We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
                                  • Need help to create a attach file api

                                    https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
                                  • Can a Zoho Sites page be embedded into another website (outside Zoho)

                                    Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding
                                  • Support new line in CRM Multiline text field display in Zoho Deluge

                                    Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
                                  • Enable Locations for Expense

                                    Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.
                                  • Currency abbreviations

                                    Hello, Im stuck, and need help. I need the currency fields for example, opportunity value, or total revenue, to be abbreviated, lets say for 1,000 - 1K, 1,000,000 - 1M, and so on, how should I do this?
                                  • Next Page