Introducing note actions and dynamic visibility in Kiosk Studio

Introducing note actions and dynamic visibility in Kiosk Studio

Hello all,

We are introducing enhancements to Kiosk Studio that will improve the product scope and meet your custom needs more precisely.

What's new?
  1. Add notes as Actions: You can add notes to CRM records as kiosk Actions, as well as insert merge fields in them.
  2. Set dynamic availability for kiosks: You can show or hide a kiosk in records' detail pages based on dynamic field conditions. 
Let's look at these enhancements in greater detail.

Add notes as actions

Kiosks now enable you to add notes to records of the same or other modules as via Actions. This action helps give other users clarity in relation to records. For instance, you can include a summary of previous kiosk actions as a note for future reference.

Quick example

A customer requests a conditional discount for signing their deal before the end of the month. The sales rep first clicks the conditional discount kiosk button on the deal record page and clicks "Yes" on the screen that appears to indicate that the customer requested the discount. When they click "Yes", an email is automatically sent to notify the customer of the discount.

To maintain a record of the customer's request for a discount, a note is simultaneously added to the deal record. In the bigger picture, these actions help maintain an automatic audit trail. Additionally, using merge fields in the Content box, you can mention the relevant deal owner's name in the note—perhaps asking them to proceed with further actions.

Here's a sample of what the outcome would look like.

Here's how to configure it

While creating an action on the Kiosk Studio page:
  1. You can choose Add Note to add a note in a record as an action.

  2. While adding a note, you get to decide which records you want the note to be added to: CurrentRecord, Get record, New Getrecord. This way, you can choose the module and the records to which you want the note to be added.

  3. You can use the title, content, and attachment fields to build your note, as well as add merge fields to include record-specific values.
  4. You can access the attachments field if you've included file upload fields on any of the screens in the kiosk.

Dynamic availability of kiosks in record detail pages

Previously, the kiosk settings you configured when you wanted to publish a kiosk in record detail page—module and layout—were applicable to all records, without any dynamic choices. Now, you can set the visibility of a particular kiosk on record detail pages based on each record's dynamic conditions. Making kiosks dynamically available for specific records helps you reduce UI clutter in your CRM and improves contextual workflows.

Quick example

If you want kiosks exclusively on the record detail pages of those leads whose Lead Source is set as webform, you can do so by setting dynamic conditions on the kiosk while associating it to the record detail page.

Notes
Note: The dynamic conditions you set are evaluated when the record detail page loads, and not when the kiosk is being executed.

In line with the use case discussed earlier, let's configure the kiosk to show up on the record detail pages of only those records which are in the negotiation stage.


Likewise, you can add multiple other conditions to the kiosk to set its dynamic availability. 
 
That is all about the enhancements. Stay tuned for more updates on Kiosk Studio.

Info
Availability 
DCs: All DCs 
Editions: All editions except Free edition 
Release plan: This enhancement is released to all DCs.
 
Kind regards, 
Fiona

    • Recent Topics

    • Problem with the blueprint flow.

      Scenario: 3 departments in a single environment: A-B-C agents from department 1 D-E-F agents from department 2 G-H agents from department 3 Since we've been using Zohodesk (2023), agents can assign tickets to the correct department using the blueprint

    • Create Tasklist with Tasklist Template using API v3

      In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

    • iOS Books app shows filtered view after changing to All sales orders

      My boss often checks sales orders on his iPhone. The app is mostly working fine, but there's an ongoing issue: When switching between different filters (also called custom views on the web), going back to All doesn't often work. It typically gets stuck

    • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

      Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

    • Recurring Invoices

      I'm looking to set up recurring invoices on a monthly basis, using GoCardless as a payment gateway. I've done this successfully, however there's a big problem with the Invoice Date and Due Date. We prefer to provide sufficient notice of collection (10

    • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

      We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

    • Vorrei disdire l'abbonamento

      Vorrei disdire l'abbonamento, ma non trovo il modo. Mi assistete?

    • Service line items

      Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.

    • Has anyone successfully gotten conditional rendering to work in Zoho Books Sales Order HTML PDF templates?

      I’m trying to hide a custom field box when the custom field is blank. The value placeholder itself works perfectly: ${salesorder.cf_distribution_reference_numb} If the Sales Order has a value, it renders correctly. Example: 45488045. But when I wrap that

    • What's New in Zoho Inventory | April & May 2026

      Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated

    • Latest updates to Zia in Office Integrator

      Hello Zoho Office Integrator users! We’re pleased to share exciting updates to the proofing capabilities of Zia, our AI-driven writing assistant, in Office Integrator. With these updates, you can now get spell and grammar check in Brazilian Portuguese,

    • How To Invoice Immediately for Future Subscription

      Hi, When a new subscription is created that has a future start date, Zoho Subscriptions does not invoice the customer until the start date of the subscription. Is there a way to immediately invoice the customer as soon as the subscription is created,

    • Implementing Back Button Navigation in Zoho Creator

      Zoho Creator does not currently support a native Back button within forms, so implementing backward navigation requires a workaround. We recently implemented this in an application that was split into 9 modular forms. Since users needed to move between

    • Deleted User Emails

      I need to delete a user as I need to re-use their license, but I'd like to keep all their emails that are attached to various contacts in the CRM. Their emails are hosted externally on an M365 license. Anyone any idea how best to engineer this? TIA

    • In wiki editor, dragging an image fails

      Expected behavior: Within the WYSIWYG editor, we have been able to select and drag an image (that is already inserted in the page) to move it to a different position on the page. Current behavior: For a few days recently (possibly longer and I didn't

    • Not able to see appointements when the territory permission is activated

      Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work order

    • Print multiple uploaded images in an HTML snippet in a Page

      I have a Form: Job_Preparation It stores details of each new item that must be built by the fabricators in our workshop. The form has a field: Documents I upload 4 image files to the Documents field. I want to print a sheet for our workshop staff with

    • Quotes Module - import data

      Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?

    • Introducing the new Zoho Announcements Hub

      Hello, Enterprise Support Community! We are excited to announce a new way to keep up to date with recent product releases and announcements for the Zoho apps you use on a regular basis. Introducing our new centralized location to bring together all Zoho

    • Introducing Custom Columns in Forecasts in Zoho CRM

      Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and Pipeline Amount provide a baseline view,

    • Can Zoho CRM Emails be used in Zoho Analytics in any capacity?

      We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than just

    • Related list view for Assets

      We first set up all our parent assets in FSM and now we are adding child assets which are the parts for the parent assets. When under the customer related list, since it only displays 5 rows of data, I have to click through many assets to locate the parent

    • Zoho Books - France

      L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

    • Smart URL Determination

      I would like to see Vault implement some sort of "smart" URL determination. When one starts to add a new username-password combination from a new site, Vault brings in the exact URL of the page from which this is happening. All too often, it looks something

    • Project Statuses

      Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them

    • Composite Services and Account Tracking

      I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

    • Marketer's Space: Lists vs. segments—what's the difference?

      Hello Marketers, Welcome back to another post in Marketer's Space! In email marketing, reaching the right audience is just as important as crafting the right message. Yet many marketers often confuse lists and segments, using them interchangeably without

    • Building a Multi-Step Form Experience in Zoho Creator Using Standard Forms

      Zoho Creator does not currently provide native multi-step form functionality. For applications with a large number of fields, a common requirement is to split data collection into manageable sections while maintaining a single application record. In this

    • Add Video link to interview record

      Hi Team, we are having team members consistently go to the interview record to find the link for their upcoming meeting and have been confused that they have not been able to find them. When the interview is created can you please upload the link to the

    • Zoho projects dependancies is a joke

      About to cancel our Zoho One subscription because Zoho Projects is a mess. Can't build a proper progream in it because the dependancies doesn't work properly. Can't believe this software is promoter as a project program when one can't even build a proper

    • Wiki Add Attachment upload fails at about 15.3 MB

      I am seeing consistent "Error in uploading file" for files larger than about 15,430 kB. For 15,300 kB or smaller, no problem, but 15,430 kB or larger always fail. This is over numerous trials. My test files, to examine this problem, were generated by

    • Stop Wasting Clicks: Let Us See All Notes in Quick View

      Hi Zoho Recruit team, I would like to suggest an improvement to the candidate/application experience in Zoho Recruit. Today, it is difficult to get a full picture of a candidate when working from the Quick View, since notes are split between: Notes related

    • Zoho Books | Product updates | June 2026

      Hello users, Welcome to this month's roundup of what's new in Zoho Books! We have an exciting line-up this time. The highlight is the launch of the all-new France Edition with full ISCA compliance. We're also introducing features such as Layout Rules

    • issue invoice for future subscription

      Hi, I selected the invoice at the date of subscription from the setting (since the alternative is to pre-set a date of a month) which is not my case. So, my question : Some times I need to create a subscription that will start at a future date but I need

    • Associate emails from both primary and secondary contacts to deal

      We need to associate emails from multiple contacts to a deal. Please advise how this can be achieved. At present, only emails from primary contacts can be associated. Thanks

    • How to set default reply email address depending on receipt email address

      Hi, I have a number of different customer support email addresses (info@XYZ.com, retuns@XYZ.com etc.) and want to set Zoho Desk so that the email address from which an agent replies is automatically defaulted to a predetermined address depending to which

    • Writer is horrible

      Form filling is about unusable for complex forms! I am so tired of it.

    • How to Migrate from MDaemon to Zoho Mail Account?

      Hi there, Zoho Mail is one of the most popular as well as leading competitor for several cloud email service providers. It is It provide cloud email service as well as desktop based email client. In recent years people are migrating from third party cloud servers to Zoho Mail. The reasons are plenty, i.e. the user interface, security, high performance and many countless amazing features. On the other hand MDaemon Mail (aka WorldClient) is also popular among cloud email servers. But there are some

    • Trigger workflows from SLA escalations in Zoho Desk?

      Hey everyone, I’m currently working with SLA escalation rules in Zoho Desk and ran into a limitation that I’m hoping someone here has solved more elegantly. As far as I can tell, SLA escalations only support fairly limited actions (like changing the ticket

    • Next Page