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Condition Based Aggregate Fields In Zoho CRM Subforms

By January 29, 2024No Comments

Zoho recently introduced condition based aggregate fields in Zoho CRM subforms.  These can be helpful in making subforms even more valuable.  As a reminder, we have done several blogs on understanding subforms in Zoho CRM.  You can learn more about what a subform is, as well as some updates herehere and here!  Read on for the latest enhancements.

What Is An Aggregate Field In Zoho CRM Subforms?

An aggregate field is one that is baed on a mathematical function.  Zoho CRM subforms include three types:

  • Predefined functions – this would include SUM, AVERAGE, MINIMUM and MAXIMUM
  • Formula function – these are customized based on your needs
  • Manual Entries

What Are Condition Based Aggregate Fields In Zoho CRM Subforms?

Condition based aggregate fields allow you to set specific criteria for when something should be included in an aggregate formula.  Effectively, they help you better fine tune your data.


As illustrated above shows you can apply criteria by doing the following:

  • Check “Aggregate specific rows only”
  • Define your criteria
  • Click done

With this new feature you can display aggregate data separately for different groups of data.

Did you know The Marks Group is offering Zoho CRM Admin training? Check out our Events page to sign up!  Also, don’t forget to check out our Zoho Training Video library on our YouTube channel for more assistance with Zoho CRM and many other Zoho products! Feel free to contact us at with any questions or if you need Zoho support. Feel free to comment below. We’d love to hear your thoughts!

Dena Falek

Author Dena Falek

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