【Zoho CRM】キオスクに「ループ機能」が追加｜同じ処理を繰り返し実行可能に

【Zoho CRM】キオスクに「ループ機能」が追加｜同じ処理を繰り返し実行可能に

ユーザーの皆さま、こんにちは。
コミュニティグループの中野です。

Zoho CRMのキオスクに、同じ処理を繰り返し実行できる「ループ機能」が追加されました。

これまでは、同じ処理を複数回実行したい場合、同じ設定を繰り返し作成する必要がありました。
ループ機能を使うと、処理を一度設定するだけで、指定した回数や
取得したデータ数に応じて自動的に繰り返すことができます。

目次
  1. ループ機能とは
  2. 設定方法
  3. 注意点

1. ループ機能とは

ループ機能を使うと、キオスク内の画面や処理を指定した条件に応じて繰り返し実行できます。

たとえば、
  1. 複数の見込み客に電話の予定を登録する
  2. 複数の連絡先を順番に更新する
  3. 商談に含まれる複数の商品を処理する
といった場面で活用できます。
ループの終了タイミングは、主に以下の方法で設定できます。

  1. ［データ取得］で取得したすべてのデータの処理が完了したとき
  2. 指定した回数に達したとき
  3. ユーザーが手動で終了したとき

2. 設定方法

今回は基本的な設定例として、見込み客に対するフォローアップタスクの
作成処理を3回繰り返すループを設定します。
（同じ処理を3つ配置するのではなく、1つの処理をループさせます）

手順1：繰り返す処理を作成
キオスクに、繰り返したい画面や処理を配置します。
今回の例では、フォローアップ内容を入力する画面と、見込み客に
フォローアップタスクを追加する処理を作成します。


手順2：ループ接続を設定
繰り返したい処理の終了地点から開始地点へ、ループ接続を設定します。
これにより、同じ画面や処理をフロー上に何度も配置することなく
繰り返し実行できるようになります。



手順3：終了条件を設定
［ループを終了するタイミング］で［繰り返し回数の上限］を選択します。
今回は［値］を選択し、繰り返し回数を「3」に設定します。


設定後にキオスクを実行すると、フォローアップタスクの作成処理が3回繰り返され、
3回目の処理後にループが終了します。
このように、従来は同じ処理を複数回設定する必要があったケースでも
ループ機能を使えば処理を1回設定するだけで繰り返し実行できます。

3. 注意点

  1. 固定値による繰り返しは最大100回まで設定できます
  2. ループの中に別のループを設定することもでき、最大2階層まで対応しています
  3. ​なお、内側のループを含め、ループの実行回数は合計100回までです
  4. ループ内で取得・設定したデータは、基本的にそのループ内でのみ利用できます
  5. 手動終了は、ループ内に画面がある場合のみ利用できます

Alert
適用対象
対象プラン：スタンダードプラン以上
対象データセンター：すべてのデータセンター
（2026年7月22日現在）

関連情報：

複数のデータに同じ処理を行うキオスクを利用している方は、ぜひループ機能を試してみてください！
……………………………………………………………………………………………………………………
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