【Zoho CRM】サブフォーム内にあとから追加した数式項目を一括して計算させる方法

 【Zoho CRM】サブフォーム内にあとから追加した数式項目を一括して計算させる方法

皆様のお知恵を拝借いたしたくご相談させてください。

【状況】
任意のタブにすでにサブフォームが設定されており、そのサブフォームを含め、既に数千件のデータが存在している。

【実施したいこと】
新たに数式項目をそのサブフォームに追加して、入力済データのレコードも含めて、その数式項目の計算結果を反映させたい。項目の更新で数式項目をサブフォームに追加しただけでは計算されません。

【わかっていること】
任意のタブのサブフォーム外にあとから数式項目を追加した場合、数式項目を追加しただけでは当然数式項目の計算結果は反映されませんが、以下の方法を実施すると数式項目が計算されます。
  1. 一時的に真偽項目を追加(『更新用』と命名)
  2. 数式項目を追加したタブの一覧において、表示されている全件データを選択し、一括更新で上記追加した『更新用』真偽項目にチェックを入れる
  3. 上記を必要なデータ数分繰り返す(表示件数Maxが100件なので、1000件であれば10回繰り返す)
上記作業を行うことで、あとから追加した数式項目を計算させて、データを確認することができます(実証・確認済)

同様のことをサブフォーム内にあとから追加した数式項目に対しても行いたいのですが、上記方法ではサブフォーム外の数式項目は更新されますが、サブフォーム内の数式項目は更新されません。

一度編集モードにしてそのまま保存すればサブフォーム内にあとから追加した数式項目も更新されることは確認いたしましたが、数千件あるデータをこの方法で実施する方法は現実的ではありません。

シート表示での実施も考えましたが、そもそもサブフォームのデータをシート表示させることができないので、これも無理でした。

どのようにすればサブフォーム内にあとから追加した数式項目を一括計算させることができますでしょうか?

何かよいお知恵を持ちの方がいらっしゃったら教えて下さい。

よろしくお願いいたします。

    • Recent Topics

    • Android mobile app unable to log in

      When I open the mobile up for zoho mail it asks me to sign in, but when i push the sign in button nothing happens. Tried uninstalling and reinstalling still not working
    • Pie chart in Zoho Analytics shows ridicoulous numer of decimals of a percentage.

      Is there a way to set the number of decimals of a percentage value in the Pie chart? Now it displays 15 decimals instead of a round-off value. The value is a count and percentage calculated in the chart, so there is no number of decimals that can be specified
    • Zoho People > Leave Management > Unable to import balance leave

      Hello Zoho I am unable to import balance leave into the system I have follow the steps It show only 5 fields - the date field i am unable to select from date and to date Error Date in excelsheet
    • Narrative 4: Exploring the support channels

      Behind the scenes of a successful ticketing system - BTS Series Narrative 4 - Exploring the support channels Support channels in a ticketing system refer to the various communication methods that customers use to contact a business for assistance. These
    • Tip of the Week #65– Share email drafts with your team for quick feedback.

      Whether you're replying to a tricky customer question or sharing a campaign update, finding the right words—and the right tone—can be tough. You just wish your teammates could take a quick look and give their suggestions before you send it. Sometimes,
    • How to Initiate WhatsApp Message on SalesIQ?

      I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.
    • Episode IV:Handling User Inputs in custom functions

      Hi Everyone, We've been exploring custom functions which help in performing advanced automation tasks. Custom functions enable you to achieve possibilities based on your organization's requirements. Custom functions require user inputs that allow the
    • Set a lead as non-marketing if they opt out of email marketing

      I'm gathering Lead data via an enquiry form and wish to give them the option to opt out of marketing emails (which we send from Marketing Automation) whilst retaining the ability to send them non-marketing emails - so the email opt-out field doesn't work.
    • Set up multiple IMAP email addresses

      Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain
    • Zoho Recruit to Zoho People integration

      In the mapping of field from Zoho Recruit to Zoho People i am unable to map all fields What can i do
    • Zoho Recruit > Career Site > Customisation

      Hi All I have created multiple career site to represent my different organization In my Quanta Media career site > I set it with the with Quanta Malta view In my job opening : Quanta Malta view 2 job opening In my URL for quanta media https://lri.zohorecruit.eu/jobs/Quanta-Malta
    • Formatting Blueprint Stages (buttons)

      Is there a way to format Blueprint transition buttons in Creator like background colour, text colour etc.
    • Disable Default Value in Multi-Select field

      Hello, Is there a way to disable the default value feature when setting up a custom Multi-Select field? When creating tickets I would like it so there isn't a value pre-selected in the multi-select custom field that was created.
    • How to set custom business hours for different teams in Zoho Desk?

      Hi Zoho Team and Community, I’m trying to set different business hours for multiple departments in Zoho Desk. For example, our tech support team works 24/7, while our billing team is only available from 9 AM to 5 PM (Mon–Fri). Is there a way to assign
    • Zia Auto Tag Keyword Clusters

      Is there a way to remove a keyword from a keyword cluster? We're finding that Zia auto-tag is tagging things incorrectly based on some words that don't really make sense.
    • Centralized Domain Verification in Zoho CRM Plus

      Hi Team, I have a suggestion regarding Zoho CRM Plus. It's quite frustrating to verify the same domain separately for each application within the suite. It would be really helpful if you could introduce a centralized admin console—similar to what's available
    • HOw do I make a refund?

      I have a client that needs a refund. I see a refund history in the Report area... but where do I go to make a refund?
    • Creating a work order for dispatch

      We currently uses ZOHO for CRM and Intuit Field Service for creating Work orders and dispatching. This is causing double entry and is not efficient use of time.  I would like to use ZOHO for all customer related activities so can you tell me if you can :  Create a work order that we could manipulate to meet our needs.  Also if you could then dispatch that would be ideal. Thank you
    • "code": "500","description": "Account not exists", mail api

      I have been through all the steps and have a functioning Oath access_token etc etc... I then GET https://mail.zoho.com/api/organization And get my zoid then GET http://mail.zoho.com/api/organization/<hidden>/accounts and get the account details, which
    • Residual Formatting in Text Boxes After Undoing Pasting of Formatted Text

      Hi, guys! I have another problem to report. Actually, I have been aware of this for many months, possibly years, but I have been too lazy to report it to you. My apologies! Let's say you've pasted a formatted string into a text box. You change your mind
    • Feature Request: Stripe Terminal Integration

      I would like to request the addition of Stripe Terminal integration to Zoho Books, which will help process in-person payments. While Zoho Books already supports online payments through Stripe, extending this functionality to include Stripe Terminal would
    • Improved Security in SAML/OIDC Sign-in Redirection Flow

      To enhance the security of our authentication system, we’ve made a change to how SAML and OIDC sign-in redirections are handled. This update resolves a potential open redirection vulnerability and adds an extra layer of protection during the sign-in process.
    • GA4 data

      Hi, I have data being pulled from GA4 into numerous tables. There are a few major errors in the source data. Eg for a period of time GA4 reported ecommerce sales that were $98 as $9,800 and $42 as $4,200. It's not happening now but my historical data
    • Lost Search Box with new UI Design

      I would like to suggest bringing back the Search Box in the new Zoho Project UI.  I use the search feature a lot and having to click the magnifying glass to type for a search is one extra click that we did not have with the old UI.
    • Adaptación de zoho books a la nueva regulación de facturación electrónica

      La facturación electrónica será obligatoria para todas las empresa en España en 2025, en Francia probablemente también e imagino pronto en todos los países europeos. Ya en 2024 todas las empresa grandes tienen que utilizar el sistema de facturación electrónica.
    • ZOHOBOOK Sales_QUOTE: To Add Discount At Each Line Item Table

      Hi, Our quote need to display with discount at each line item level as well. Try to edit template, >CUSTOMISE>EDIT TEMPLATE> Table, I can see template view with discount column, but when hit SAVE the template, view in PDF the discount column not shown.
    • How to account for vat with postponed VAT accounting

      Hi everyone, looking for some help with postponed VAT accounting, I use DHL express for my imports and they used to pay the VAT for me and then invoice me. I could then log this as a bill and the VAT element from import was recorded as input VAT, all
    • Weekly Automation Trigger for Equipment Calibration Reminder

      Dear Team, I’m currently working on an automation in the Equipment module. The goal is to track calibration schedules for tools — all of which require regular calibration. I’ve created an automation that sends email reminders for tools that are due for
    • ADDDATE formula using 2 calculations

      Hello, I want to create an ADDDATE formula using 2 calculations, add 1 month and deduct 1 day. the formula that I need should look like this: ADDDATE(due_date, 1, "Months")+ ADDDATE(due_date, -1, "Days") Each row itself works fine, but when I'm trying
    • Upgrading from Zoho Invoice to Books was a major downgrade in functionality for me

      I have been a user for many years of a free plan on Zoho Invoice for my personal consulting business. I recent upgraded my organization to Books since some of the additional functionality looked useful to me, and played around with the free trial for
    • 🎉 Dynamic Org Chart for Zoho CRM Extension Published [2025]

      Hey Zoho CRM Community! We're thrilled to unveil our latest Zoho extension:🥁 Dynamic Org Chart for Zoho CRM 🎊 This extension is now available to transform the way your teams visualize, manage, and interact with org chart directly inside any Zoho CRM's
    • Detailed General Ledger has problem of exporting out to excel and missing ledger details for some accounts

      I have been encountering some problems generating Detailed General Ledger report with Zoho books. Firstly, I cannot export out the report of Detailed General Ledger to Excel. It will show this error message "invalid value passed for sort column", and
    • Upload a file to a File Upload Field through API

      Hello, Is there any way to upload a file to a custom file upload field in a module when doing an Update using the Record API? I've found and I am able to upload files to attachments but I don't know how to upload them to a field. I've checked the documentation at  https://www.zoho.com/crm/help/api/v2/#update-specify-records but the File Upload field type does not appear in the examples. Thanks
    • Kaizen #131 - Bulk Write for parent-child records using Scala SDK

      Hello and welcome back to this week's Kaizen! Last week, we discussed how to configure and initialize the Zoho CRM Scala SDK. This week, we will be exploring the Bulk Write API and its capabilities. Specifically, we will focus on executing bulk write
    • Automatic pricing feature for sales orders

      I am currently setting up my Zoho Inventory system and would like to implement an automatic pricing feature for sales orders. We have created a custom field called "brandline" for our items. All products with the same brandline value should have the same
    • Ability to access VAT returns and submit them has disappeared.

      I have been using Zoho books successfully to submit quarterly VAT returns. Without reason I have lost that facility. I have followed all available instructions eg going into settings, taxes, VAT etc. without success. My registration number is there and
    • How to automatically schedule a meeting After Blueprint Transition

      As part of our sales process, we require a technician to go to the customer's site and perform an installation prior to advancing to the next stage of the blueprint.  So this will require (a) scheduling a meeting for the technician to visit the customer's site and (b) a reminder phone call the day before the scheduled meeting. As I'm designing the Deal Blueprint, I see that I can automatically add a Task to the deal, but I can't add a Meeting or a Call. What am I missing?  There seem to be 3 types
    • Zoho Recruit > Workflow

      I have created a workflow for my application module Whenever a record is created The condition , application status is 1st call invitation I have set this OI do not receive the email that was suppose to be send out
    • Multiple locations but one parent company

      I am trying to configure my accounts that have multiple locations under one parent company to show separate locations in the portal.   
    • Stock Count History in Product Details – Zoho Inventory

      Hello Zoho Team, When I perform a Stock Count for a product in Zoho Inventory, I would like to view the history of those stock counts later — especially from the product details page. Currently, I can perform the count and update the quantity, but I’m
    • Next Page