Understanding the Core Issue

Zoho CRM formula fields don't auto-refresh in real-time due to performance optimizations. This limitation can disrupt workflows when timely insights are required.

• Dynamic formulas don't refresh automatically.
• Formulas only recalculate on certain triggers like record updates.

Solution 1: Workflow Rules for Scheduled Refreshes

Uses Zoho CRM's workflow rules to simulate record updates and force formula recalculation, ideal for beginners.

1. Create a workflow rule for the module.
2. Set conditions and schedules.
3. Update a dummy field to trigger recalculation.

Solution 2: Deluge Scripts for Bulk Updates

Leverages Deluge scripting for scheduled custom functions, providing more control and flexibility.

        
// Scheduled Function in Deluge
records = zoho.crm.getRecords("Accounts", 1, 200, {"criteria":"(Next_Certification_Date:not_null)"});
for each record in records {
  updateMap = Map();
  updateMap.put("id", record.get("id"));
  updateMap.put("Last_Formula_Refresh", zoho.currenttime.toString("yyyy-MM-dd HH:mm:ss"));
  response = zoho.crm.updateRecord("Accounts", record.get("id"), updateMap);
  if(response.get("code") != 0) {
    info "Update failed for ID: " + record.get("id");
  }
} 
        
      

Solution 3: External API Automation

For advanced users, this method uses Zoho's REST API from external schedulers like AWS Lambda for real-time refresh needs.

Solution 5: Formula Optimization

Rewrite formulas to avoid restricted functions for native auto-refresh compatibility.

        
// Optimized Formula
(${Accounts.Next_Certification_Date} - Today()) / 86400000
        
      

Key Takeaways

• Use workflows or Deluge for reliable automation.
• Optimize formulas for the best long-term results.
• Combine strategies for a balance of ease, frequency, and scalability.