A Subform is added to a module layout and consists of its own set of fields (columns in the table). Users can add multiple rows to the subform within a single record. Common uses include: product line items on Quote and Sales Order records, installation checklist items on a Deal, multiple contact points on an Account.
Rollup Summary Fields can aggregate values from subform rows. For example, a “Total Amount” formula field can sum the line item amounts in a Quote subform. This gives the parent record an auto-calculated total without requiring the user to manually add up line item values.
A Subform is an embedded table within a CRM record that allows multiple line items or related data rows to be captured on the same record. It is used for one-to-many data that belongs to a single parent record, such as product line items on a quote or tasks on a checklist.
Yes. You can add a formula or rollup summary field to the parent record that references the subform rows. This field automatically calculates the sum, count, or other aggregate of the subform data as rows are added or edited.
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