View subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8

View subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8

In a nutshell

Have you ever wanted to take a quick peek at a record's subform? 

Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order. 

Let's say you're viewing your list of invoices in Zoho CRM and there's a button next to an invoice. When you click it, you see the invoiced items (subform entries) for that invoice—and you can do the same for every invoice in the list. And imagine you can quickly add a subform entry or delete multiple entries—all without ever opening a record.

With Kiosk Studio, you can now quickly build this for your CRM users.

Want to replicate this option in multiple modules? Simply clone the kiosk and rework it to suit each module. Easy work with Kiosk Studio!
Hello everyone, 

Modules in Zoho CRM often contain subforms, which are collections of individual entries related to the specific module you're looking at. For example, records in an invoice module might contain the products/services for which each customer has been billed, all added as entries in a subform, along with other details like quantity, list price, and so on.


In the past, working with a subform has usually involved opening a record, scrolling down, making changes, saving them, and then returning to the list view. Doing that for multiple records ends up in a slow workflow for your end users.

Speed it up with Kiosk Studio

What if you could add a button that made the following possible?
  • Click the button and instantly see the invoiced items tied to that invoice.
  • Need to add a new item? Do that right there.
  • Want to remove one or more items? Select and delete—again, without opening that record.
You can make this happen with Kiosk Studio. Let's look at how.

Scenario
Members of your finance team open the Invoices module and are surprised to see a new addition. Next to each invoice is a button: “View Invoiced Items.”


They decide to try it out:


Your teams can zoom through their workflows and make small changes quickly—all thanks to this new button. You can even clone this kiosk for other modules, like Sales Orders, Quotes, and so on.

Behind the button

The button that you see in the UI is connected to a kiosk. 


Let's see how this kiosk is configured:


As you can see, we can quickly configure the kiosk using elements like GetRecords, Screens, and others.

The code for the adding and removing subform entries is attached to this article. Please note that the code in these files will give you a rough idea of what to do, but you'll have to tweak it and make it better before you use it in your account.

New to Kiosk Studio? Get up to speed quickly by checking out the following resources:
Check out previous Kiosk Studio session posts here:
  • Session #1 covers how to view customers from the same industry.
  • Session #2 covers how to build a call script kiosk.
  • Session #3 looks at streamlining appointments.
  • Session #4 shows how kiosks can simplify sales for bank employees.
  • Session #5 helps you review loan applications quickly.
  • Session #6 packs an entire service request workflow into a single kiosk.
  • Session #7 helps you create your own convert feature.
Got a Kiosk Studio success story or creative use case? Share it in the comments—we might feature yours in an upcoming post!