Zoho has introduced two significant features to enhance subform functionality: Bulk Additions via Lookup and Subform Permissions.
Bulk Additions via Lookup
Previously, adding multiple entries to a subform required users to input each row individually on the Records page, which was time-consuming for large datasets. With the new update, users can now add multiple rows simultaneously through a lookup option.
Select "Add multiple rows" from the "add row" dropdown menu.
A pop-up window will display a list of records, allowing users to select multiple options by checking boxes.
To add or edit values for specific columns (e.g., quantity), click "Add values for selection" and input the necessary data.
Confirm the selections to populate the subform with the chosen entries and values.
Zoho has also introduced enhanced subform permissions, allowing administrators to manage access more comprehensively.
Admins can set permissions for the entire subform, including view, create, edit, and delete options.
This update replaces the need to configure individual field-level permissions, streamlining the process.
Example: A Sales Associate may have full access to view, add, edit, and delete subform data, while a Compliance Officer may only have view access with restricted editing capabilities.
Users can clone subform rows if they have create permission.
Users with edit permission can reorder rows.
Deleting rows requires edit access.