Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

Hello all


We are back again with more enhancements to Kiosk. So what's new?


Enhancements made to the Components

  • Add titles for your Kiosk screens and adjust its width to suit your viewing preferences.

  • Three new fields can be added to your screen: Percentage, URL, & Decimal

  • Edit the default path's name of your Kiosk in the decision component.

Enhancements made to the Actions

  • Convert, Add Meeting, & Add Calls actions can now be configured in your Kiosk.

  • Merge any value from your Kiosk screens or from CRM data using the # Merge Field function in the field update action.

  • Select values from existing data in the picklist fields, multi-line fields and check box fields in the create record action.


Let's dive into the details below.

Add titles for your Kiosk screens and adjust its width to suit your viewing preferences

  • Screen titles can help grab attention and set the tone for users interacting with your Kiosk. You can customize the screen title to match the purpose of your kiosk. Choose to either use the component's name as the title, set a new title, or leave it blank.
  • Configure the screen width to either 670 pixels or 1000 pixels. A screen width of 670 pixels is recommended for popup windows, while a screen width of 1000 pixels is more suitable for a larger display preference.


Percentage, URL, & Decimal : The three new fields that can be added to your Kiosk screen

In CRM, Kiosks give you great flexibility to collect and display data on your screens to your users. You can now add the Percentage, URL, and Decimal fields to your screens in addition to those already available. Read this article to learn what fields are available to be added to your screens.


Decimal

Use this field to allow users to enter number values as decimals in your Kiosk screens. You can choose to define the maximum digits allowed and the number of decimal places that can be displayed. Also choose to merge any value from your Kiosk, be it from screen fields or data you get from the CRM system, mark it as a mandatory field, display it with number separators, and show a tooltip for users to get a little more understanding.

Percentage

Use this field to allow users to enter a percentage value into your Kiosk screens. You can choose to merge any value from your Kiosk, be it from screen fields or data you get from the CRM system, mark it as a mandatory field, and show a tooltip for users to get a little more understanding.

URL

Use this field to allow users to enter a URL in your Kiosk screens. You can choose to merge any value from your Kiosk, be it from screen fields or data you get from the CRM system, mark it as a mandatory field, and show a tooltip for users to get a little more understanding.


Edit the default path's name in your Kiosk's decision component screen

You can now customize the default path name in the decision component of your Kiosk to suit your preference.

Convert, Add Meeting, & Add Calls : The three new actions that can be configured in your Kiosk

In your Kiosk, you can set up actions to be displayed to users or save data from users in the CRM system. In addition to the available actions, you now have the option to convert a lead to a contact, schedule a meeting, or arrange a call with users interacting with your Kiosk.



Convert

Use this action to convert your records in the Kiosk screen. Say you have created a Kiosk for the new leads in your CRM system - New lead Kiosk. You can now use the convert action to convert those leads to contacts when a record has been updated. You can also create a new deal for the newly converted leads and use the CRM system to follow up with the contact.



Add Meeting

Set up meetings with users who interact with your kiosks. Let's say you have a Kiosk setup for customers who've purchased your product. You can now schedule meetings with them from your kiosk as soon as they have completed a purchase. You use this action to provide a demo of your products or provide additional information if needed.



Schedule a call

You can use a Kiosk screen to schedule calls with users interacting through a Kiosk. For instance, if you have set up a Kiosk for new customers, you can schedule calls to provide them with a product briefing, clarify any doubts, or inform them about new features.



Merge any value using # Merge Field from your Kiosk screen or from CRM data in the Field Update action

Previously, the field update action allowed you to update the field values of only the current records. It was not possible to update field values using existing data from your Kiosk screen or the data collected through the GetRecord function. This limitation created a roadblock, impacting the overall effectiveness of the Kiosk feature by not giving users the ability to work on various scenarios where they needed to merge values from existing data in their Kiosks.


Now, you can use the # Merge Field function to merge any value from your Kiosk screens or values from the GetRecord function in the Field Update action. Let's say, you have a Kiosk for new leads - New lead Kiosk. Your aim is to get data from the lead to determine if they are interested in purchasing your product. If they are, you wish to convert them into Contacts using the Convert action. During this process, you may find that multiple leads already exist in your CRM system. In such cases, you want to update the lead status of these existing leads using the data from your New lead Kiosk screen. To accomplish this, you can utilize the # Merge Field function to merge the lead status values from the New Lead Kiosk screen and update those values as the current value for the existing leads.


Select values from existing data in picklist fields, multi-line fields and check box fields in the Create Record Action

Previously in Kiosk, you were limited to selecting values from the current data for picklist fields, multi-line fields, or check box fields when you configure a Create Record Action. This limited the possibilities of users being able to create Kiosks for numerous different scenarios.


Now, you can select values for picklist fields, multi-line fields, or check box fields from either current data or existing data for the Create Record action in your Kiosk. To accomplish this, we have introduced Static and Reference selection options for these fields. To use values from the current data, choose the Static option. To select values from existing data using merge fields, you can choose the Reference option.


Imagine you have a Feedback Kiosk designed to collect customer feedback. Your aim is to gather feedback from users who have interacted with the first screen of the kiosk. This initial screen collects information such as the user's name, email address, and country. Your "create record" action will feature similar fields, allowing users to input their email address, country, and provide their feedback in a text box. Additionally, you can offer users the option to opt out of receiving future emails. This information can be retrieved from the first screen using the # Merge field function from the Reference option. This eliminates the need for users to re-enter their details and thereby enhancing the efficiency and convenience of the feedback process.


Availability : These enhancements are available to all partner demo accounts of all DCs except IN DC. We will update you on its availability in the IN DC soon.

A glimpse at our roadmap for Kiosk Studio:

  1. Bring data from third-party applications into a kiosk.

  2. You will have an option to display GetRecords in a table with optional selection or as a list without any selection.

  3. Kiosk Studio will support Zoho Flow Actions.

  4. Add OpenURL and OpenRecord as actions soon in Kiosk Studio.

  5. Create a clone of existing kiosks.

  6. Reorder buttons in Kiosk screens.

  7. Connect any path in a Kiosk.

  8. Reuse Screen Fields in your Kiosks.

  9. Let actions be completed sequentially in your Kiosk.

  10. Pass or use a response in the next set of actions.


We've started working on these features and will have them ready soon. There are more cool updates coming for Kiosk Studio too, so stay tuned!

Thanks and have a great day!



    • Recent Topics

    • Recurring Automated Reminders

      Hi, The reminders feature in Zoho Books is a really helpful feature to automate reminders for invoices. However, currently we can set reminders based on number of days before/after the invoice date. It would be really helpful if a recurring reminder feature

    • Fail to send Email by deluge

      Hi， today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update

    • Transitions do not update fields until the record moves to next stage

      We have a blueprint where a couple of stages have multiple transitions. If only some of the transitions are completed, but not all, Zoho does not update any of the fields impacted by the completed transitions. Is there any way Zoho can udate the fields

    • Zoho CRM - Kiosk Studio : Use action responses across your kiosks with sequential actions

      Hello Everyone, Imagine building a kiosk that gives you full control over how actions are executed in later screens in that same kiosk. What if you could use data from a previous action later in that kiosk—with no interruptions or data gaps? This is exactly

    • Ability to CC on a mass email

      Ability to CC someone on a mass email.

    • Get Cliq Meetings in my O365 calendar

      Hi, we are currently evaluating to replace the Teams Messaging and Meetings with Cliq. We currently still have all our email and calendars in O365. What i want to achieve is, to create a (ZOHO) meeting from Cliq and have this meeting added to my Outlook/O365

    • Custom Button to convert a Deal to a Custom Module?

      Hello Community I am in process of building out a custom CRM for my team and part of this is looking at building out a Custom Button or function of some sort where when a Deal is marked Closed Won the system will allow for a "Convert to Job" option to

    • Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

      Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient

    • Change eMail Template for Event-Invitations

      Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you

    • Workdrive Oauth2 Token Isn't Refreshing

      I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so

    • Migrate Your Notes from OneNote to Zoho Notebook Today

      Greetings Notebook Users, We’re excited to introduce a powerful new feature that lets you migrate your notes from Microsoft OneNote to Zoho Notebook—making your transition faster and more seamless than ever. ✨ What’s New One-click migration: Easily import

    • How can I import OLM to Yandex Mail easily?

      For migrating Mac Outlook OLM data to Yandex Mail efficiently, the Aryson OLM Converter is a reliable professional tool that ensures complete data integrity throughout the process. Unlike manual methods, which can risk inconsistent formatting or missing

    • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

      Release update: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. Hello everyone, We are pleased to share with you that Zoho CRM's Layout Editor now includes two new field formats—

    • Is it possible to setup bin locations WITHOUT mandating batch tracking?

      Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.

    • Implementing Inventory Process

      I am just starting to create an inventory system through Zoho for a nonprofit. We receive in-kind donations of items for kids, and utilize them in 2 or 3 different programs. Then families come in and take the items. I'm thinking of this structure: Our

    • Best way to start zoho inventory with bulk openning stock

      We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)

    • Service Reports.

      Hello Team, I have a requirement to create multiple service reports for a single AP. That means, in one AP I have 5 service line items, and all line items are linked to assets. Once I complete the AP, I want to generate 5 individual service reports, one

    • Blueprint enhancements - Parallel and multiple transitions, and more

      Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all

    • Item Bulk Edit - Allow for Reorder Level

      We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It

    • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

      Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered

    • What's New in Zoho Inventory | August – October 2025

      Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

    • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

      We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to

    • Tracking Non-Inventory Items

      We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we

    • Price Managment

      I have been in discussions with Zoho for some time and not getting what I need. Maybe someone can help explain the logic behind this for me as I fail to understand. When creating an item, you input a sales rate and purchase rate. These rates are just

    • Set Warehouse based on Vendor

      Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.

    • Auto tagging

      Some of the articles I enter into Notebook get there when I enter them in Raindrop.io and IFTTT copies the articles in Notebook. When this happens the notes are tagged but instead of useful one word tags with topic the tag pertains to the specific article

    • How do I save audio files to my PC that I record into Zoho Notebook from my phone?

      I was thinking of using Zoho Notebook as a way to store composition ideas, as well as for other things if it can handle this. For this to be useful for me though, I need to be able to have an easy way to download those audio files to my PC, either individually

    • Search mails in shared mailbox

      Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

    • Kaizen #186 : Client Script Support for Subforms

      Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"

    • Writing SQL Queries - After Comma Auto Suggesting Column

      When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

    • Convert invoice from zoho to xml with all details

      How to convert an Invoice to XML format with all details

    • Sync your Products Module for better context.

      In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort.    Some things to note when syncing the two:

    • Where is the desktop app for Zoho Projects???

      As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

    • CRM verify details pop-up

      Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

    • Does Zoho Writer have Dropdowns

      I want to add a drop down field in Zoho writer. Is this possible?

    • openUrl in blueprints

      My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • Prepayment of a sales order

      How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which

    • Access to Specific Zoho Desk layout for external parties

      Hi, We have a partner who handles for us sales requests from specific markets. He is not a Zoho Desk user. But we want him to b part of a specific Zoho Desk layout to handle inquiries.  How to achieve it in the easiest way possible?

    • Deposit on a Sales Order

      Good day, 100% of my business is preorders, no inventory. I am trying to run away from QB for one of my businesses, but I require two options that I don't seem to find with Zoho Books. 1 - If there is a way to apply a deposit on a sales order, as with

    • Next Page