Condition based aggregate fields in subforms

Condition based aggregate fields in subforms

Hello everyone,

We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions!

An aggregate field is a column on which a mathematical function has been applied. If necessary, you can add an aggregate field after including the columns. Thus far, we have three types of aggregate fields for subforms:
  • Predefined functions: Easily apply common mathematical functions like SUM, AVERAGE, MAXIMUM, and MINIMUM.
  • Formula Functions: Customize your aggregates with personalized formula expressions.
  • Manual Entries: Keep things in your control by manually entering values.

What's New? 

Condition-Based Aggregate Fields: You now can customize your aggregate fields at an advanced level. In addition to aggregating data, you can also establish specific conditions or criteria to decide which entries should be included in the aggregation. This feature provides more precise control and allows for detailed data analysis.


Here's a closer look at the key highlights:
  • Criteria-driven aggregation: You can set specific conditions or criteria to filter and prioritize the data that is most relevant to you, rather than just collecting general information. The system will then gather and aggregate only the data that meets these conditions.
  • Distinct data views: This feature is revolutionary for datasets that cover various categories. If you have data that distinguishes between different categories, such as camera and photography devices, or printers and scanners, you can now easily separate and analyze these categories individually, guaranteeing clear and accurate insights.

How Will This Help?

  • Flexibility: Choose to aggregate either all row values or just specific ones based on your set criteria.
  • Precision: With the new criteria popup, you can specify which subform fields you want to consider, ensuring the results align exactly with what you need.

  • Efficiency: As you update or create new records, the system smartly calculates either all row entries or just the ones that match your conditions.
That's about the enhancements. Please let us know your feedback and thoughts in the comments below. 


Thanks!
Sohel

P.S. Conditional aggregate in subform is currently available for all users in all DCs.


      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

                                  • Zoho Projects - Project Details on the Project Menu

                                    Hi Project's team, I've helped may businesses setup and use Zoho Project and one thing I see time and time again is confusion on where to find the Project Details information. I would be much more intuitive if Project Details was on the menu before Dashboard.
                                  • Zoho Projects - Add Feed to Project Tabs

                                    Hi Projects Team, I'm working on a lightweight communications requirement for one of my customers in relation to communicating with their client users via Zoho Projects. I noticed that the Feed is only available in the Collaboration section, but you can
                                  • Flow - Fetch info from drop down in another module

                                    I am running into a road block which I thought would be a simple task. My goal - The account is assigned to a "route" which can be selected from a drop down menu and adds a tag to the account accordingly (easy enough). Now when I create a task for this
                                  • Show unsubscribed contacts ?

                                    Hello, I would like to display the unsubscribed contacts. Unfortunately, I do not have this subscription type as described in the documentation (https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/contacts/contact-management/articles/subscription-type-24-1-2024#Subscription_Type_field.)
                                  • Zoho Developer Community Hackathon 2025 is LIVE!

                                    Hey developers! It’s that time of the year again — the Zoho Developer Community Hackathon 2025 is officially open for registrations! If you’ve been waiting for a chance to stretch your skills, try something new, or finally bring that idea to life, this
                                  • Converted Leads Not Showing in Lead Reports

                                    Converted leads are not showing in the Lead reports. How can I make converted leads visible in the report,
                                  • Text widgets in dashboards

                                    Having a text widget in a dashboard would help immensely. It would allow adding links to related documents, relevant CRM views, etc. It would allow adding explanations of the data displayed in the other widgets, about how to interpret them or about filtering.
                                  • [Webinar] Zoho Writer for content creators and publishing houses

                                    Managing multiple drafts, edits, and client reviews doesn't have to slow you down. Join our upcoming webinar to see how Zoho Writer helps content creators and publishing houses create, edit, and publish seamlessly—all in one place. You'll learn how to:
                                  • Adding Reports to Portals

                                    Is there a way to add Reports to portals so only the user can see report templates relevant to them?
                                  • How to assign one Manual to multiple Spaces?

                                    Hello, I have two spaces, one called tech knowledge and the other one called HR knowledge. I have a manual that is called HR tech. I want to assign this manual to HR knowledge and tech knowledge. How should I do that?
                                  • Introducing VeriFactu Support in Zoho Books

                                    Hello users, Spain has introduced the VeriFactu system under Real Decreto 1007/2023 to ensure integrity, traceability, and anti-fraud compliance in e-invoicing. Starting January 1, 2026, all B2B invoices must be reported to Agencia Estatal de Administración
                                  • How can I assign courses to Spaces?

                                    How can I make courses show up here in this space?:
                                  • When will Zoho Learn be able to support SCORM files on the mobile app?

                                    When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will
                                  • Announcing new features in Trident for Windows (v.1.35.6.0)

                                    Hello Community! Trident for Windows just got better with an update that makes working with your emails even more efficient. Let’s dive into what’s new! Work with PST files more efficiently. You can now do more than just view mounted PST files. You can
                                  • Marketing Tip #9: Track your traffic sources

                                    Not all marketing channels work equally well. Knowing whether your visitors come from Google, Instagram, or email helps you focus on what actually drives sales. Try this today: Check your Zoho Commerce reports or connect Zoho PageSense to see your top
                                  • Google Analytics import data inaccurate (as of October 11, 2025)

                                    We have Zoho Analytics connected to GA4 to import daily event data. This has been running without issue for a couple of years. However, a month ago we started noticing discrepancies. All data until October 10 lines up perfectly - October 11 onward is
                                  • Zoho Recruit Slow and Freezing on all screens

                                    We have had an issue with Zoho Recruit for weeks being extremely slow and at times freezing.  We have 100 mega internet, and I went into each computer and updated the virtual memory so there is more available.  Also restarted all computers daily.  Still having the issues.  Almost unable to work.
                                  • Prevent accidental duplicate entry of Customer Ordersome

                                    Zoho Support has confirmed that Zoho currently does not have any method (using Deluge, flow or any other method) to alert a user when a sales order has been entered twice using the same customer reference number (i.e. a duplicate). Most ERP platforms
                                  • Zoho Books | Product updates | November 2025

                                    Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax Digital
                                  • Insert Image into Notebook page

                                    Prior to today, I could add images to my notebook pages. Today when I tried to do this I got an error message that said something like, "There's been a problem on our end. Try again later." So, I've tried all the ways I know how, but I can't insert an
                                  • 【開催報告】名古屋 ユーザー交流会 Vol.2 2025/11/21 Zoho Analytics / Inventory で実現する在庫の"未来予測"

                                    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。 11/21(金)に名古屋 ユーザー交流会 を開催しました。 本投稿では、当日実施したセッションの様子及び投影資料をお届けします。 会場にて参加できなかった皆さまも、ぜひご参照ください。 (Zoho 社員セッションの登壇資料については、11/28(金)開催の東京回の開催報告で共有いたします) 今年2回目の開催となる名古屋 ユーザー交流会では、株式会社エンツナクリエイト 野末さんによる Zoho Analytics / Inventory
                                  • Is there a way to automatically add Secondary Contacts (CCs) when creating a new ticket for specific customers?

                                    Some of our customers want multiple contacts to receive all notifications from our support team. Is there a way to automatically add secondary contacts to a ticket when our support team opens a new ticket and associates it with an account? This would
                                  • Improved RingCentral Integration

                                    We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.
                                  • Edit Pinned Comments in Zoho Desk

                                    It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.
                                  • Updating Secondary Contact (CCs)

                                    We use Zoho Forms to capture the user request and integrated with Zoho Desk to raise tickets. Active Microsoft login is captured in our Zoho forms and registered as Primary contact in Zoho desk ticket. We also an have an option to raise ticket on behalf
                                  • blank page after login

                                    blank page after logging into my email account Thanks you
                                  • WriterTh

                                    After every space Writer goes to capital letters mode in my Android tablet. The cap mode stays till the second letter is typed in the word then it comes to normal mode.
                                  • Zoho writer unable to merge documents to PDF with basic fonts in Hebrew or fonts from my computer

                                    I created several forms that will be merged into PDF files through Zoho Writer and I am unable to receive the PDF in the basic fonts of the Hebrew language or in the fonts I have on my computer. The writer exports to PDF an exchange font that looks very
                                  • I have already created some Bots, Commands, and Widgets in Cliq, but I am still not seeing the “Create Extension” option in my account. Could you please help me enable or access this option?

                                  • Infinite loop of account verification

                                    Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 
                                  • How we cut CRM updates from ~20 minutes down to 2, our real workflow

                                    Updating the Zoho CRM after every call used to be one of the biggest time sucks for our team. By the time you write your notes, clean them up, fill in the fields, and log everything properly… you’ve easily lost 15–20 minutes per call. We started experimenting
                                  • Arattai App Features Update

                                    1. Offline Messaging & Sync Enable users to compose messages without internet and deliver them automatically via peer-to-peer methods (Bluetooth/WiFi Direct) when nearby users are available. This would be a game-changer for rural India with unreliable
                                  • How to add Product Add-Ons, Mandatory Forms, and Auto-Save Address in Zoho Commerce

                                    Hi all, I need help setting up several behaviors in Zoho Commerce. I can’t find the correct configuration options, so I want to confirm whether these are supported or if there is a workaround. 1. Product-Specific Add-Ons (Example: GWB Subscription) When
                                  • Zohomail

                                    Im trying to setup email address zoho
                                  • PROBLEMA

                                    Salve, non riesco a inviare email, e mi esce una tabela errore temporaneo. come posso risolvere il problema ?
                                  • Forever FREE Business Email with Zoho Mail

                                    Forever FREE Business Email with Zoho Mail: is it available?
                                  • Weekly Tips : Make collaboration effortless with Whiteboard in Zoho Mail

                                    Working with your team often means switching between emails, notes, and other applications just to explain an idea. Maybe you are trying to sketch a layout, plan a workflow, or quickly brainstorm ideas—with text alone, things can get confusing. So how
                                  • Formula field number of days between 2 dates

                                    Hi, I want to have a formula field which calculates the following: IF EndDate < TODAY and Oproep is true (this is a checkbox field) than EndDate - StartDate, otherwise TODAY - StartDate It should calculate the number of days How can I write this for
                                  • 'email address already exists'

                                    I deleted a user from my organization and want to use the same email address that user had, but the email address seems to still exist somewhere as I get 'email address already exists' when I try and create it. I have deleted the entire organization and
                                  • ZOHO reporting DKIM entries are not configured, when they have been configured and verified by 3rd parties

                                    Why is ZOHO reporting to my organisation users the following: "The DKIM entries in your domain's DNS records are not configured. Please contact your administrator for configuring DKIM to ensure optimal RSVP invite delivery." When I have configured the
                                  • Next Page