Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

Hello Everyone,

We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful and intuitive tool for all your CRM needs.

What's New in Kiosk Studio?

Here’s a list of the latest enhancements:

  1. Display GetRecords Without Selection : Now you can display GetRecords directly in a table view, eliminating the need for selection.

  2. GetRecords as a Component : Create GetRecord as a standalone, reusable component for more flexibility in your configurations.

  3. View Record details from Screen : Easily open records from a view, whether for single or multiple records for quick access.

  4. New Actions - Open Link & Open Record : Perform actions like opening a link or a specific record from your Kiosk screen with just a click.

  5. Clone Kiosk : Save time by duplicating an existing kiosk configuration with the new Clone feature.

  6. Reorder Buttons : You can now reorder buttons in your Kiosks for improved user navigation and customization.

  7. User Module Support in Get Records : GetRecords functionality is expanded to include data from the User Module.

  8. Logged-In User Variable : Logged-in users can be added as merge values in Kiosks for a more personalized experience and automation.

  9. Email field support in Email Notification Action : Email fields are now supported as recipients in email notifications, simplifying communication processes.

  10. Email field support in Update Field action : Email fields can now be updated in the update field action.

  11. Limit increase for GetRecord field display : A total of 30 fields can now be displayed in GetRecords or screen components.

  12. Kiosks will have only two states available at any given point of time. There will be a published state and only one draft state.

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Let's explore each enhancement below:

Display GetRecords Without Selection

Previously
In the current setup, selecting records from the table view using GetRecords is mandatory and cannot be bypassed. However, in scenarios where users simply need to view a set of records in a table, selection may not be necessary.

Now
With the latest update, users can use GetRecords for any use case, whether for review, selection, or simply displaying information. A new "Selection Preference" option allows users to choose how they interact with records:
  • Make selection mandatory: This is the default option where checkboxes are displayed, and selection is required. The default option is set as Make selection mandatory to ensure consistency with previous behavior unless changed.
  • Make selection optional: In this option, checkboxes are displayed, but selection is not required and can be skipped.
  • Just display records without selection: Here, only a list of records will be displayed with no selection possible.

GetRecords as a Standalone Component

Previously
GetRecords was tightly bound to the Screens component limiting flexibility for admins. When a user doesn't want to display GetRecords on a screen or use it within an Action or Decision, they are forced to place it within one of these components to utilize its data and then using the Merge Values in the Action. Additionally, while GetRecords could be reused across multiple screens, the same Display Preferences are applied universally, restricting customization for different use cases.

Now
We’ve added GetRecords as a standalone component in the builder. This provides users a way to customize configurations for specific requirements.

Here’s what you can do:
  • You can now fetch data using GetRecords as a separate component without requiring it to be part of a Screen, Decision, or Action.

  • GetRecords will not have predefined Display Preferences. If a user chooses to use GetRecords in a screen, Display Preferences will be prompted for that specific use case.

  • GetRecords can now be reused across multiple screens with different sets of Display Preferences. For instance, you can use the same GetRecords to display only the Last Name on one screen and the Phone Number on another, tailored to the context.

View details for Single and Multiple Records from Screen

Users can now view record details directly from the screen for both single records and multiple records separately. This enhancement enables quick access to record details without interfering with the primary Kiosk workflow.

Users will need to enable the option to view records while configuring GetRecords to view records details. By default, records will open in a new tab, ensuring the current workflow in the Kiosk remains uninterrupted.

Notes
Note: We will not provide an option to open records in the same tab, as this could disrupt the flow and usability of the Kiosk experience.
Single Record 
Users can click on a record to view detailed information in a new tab without affecting their current work.

Multiple Records
When multiple records are selected, users can choose to open each record for detailed exploration in separate tabs. Here, each record will appear as a link.

Open a Link and Open a Record as new Actions

We have added two new actions to enhance navigation within the Kiosk: Open a Link and Open a Record. These actions provide access to external resources or records while maintaining the continuity of the Kiosk experience and will open in a new tab by default.

As mentioned above, you cannot open a link/record from the same tab.
  • Open a Link: Enables users to navigate to an external URL.
  • Open a Record: Allows users to access a record from the Kiosk directly.

Clone Kiosk

You can now clone a Kiosk's active version to duplicate existing configurations for reuse or customization. Users can clone a Kiosk to create variations for specific use cases with changes in the cloned version without affecting the original Kiosk. This eliminates the need to recreate Kiosks from scratch, saving time and effort.

Where to Access the Clone Option:
  • Inside the Kiosk Builder: Directly clone a Kiosk while editing or reviewing its configuration. OR
  • Kiosk List View: Quickly clone a Kiosk from the list view for faster access.

Reorder Buttons in a Kiosk

Users can now reorder buttons within a screen builder. Whether it is to prioritize frequently used actions or to provide easy navigation, this enhancement gives users better control over button arrangement and ensuring consistency across the interface.

Users can easily reorder buttons directly within the Left Panel of the screen builder. The updated order will reflect immediately on the right during configuration. This ensures admins can visualize the changes in real time before finalizing the configuration.

Display screens without buttons

In this enhancement, we've also included an option to display screens without a button. Users can simply click the delete icon on the top-left of the button section to remove buttons from the screen.

User Module Support in Get Records

Previously, GetRecords did not support fetching data from the User Module, making it challenging to list and utilize users' input for decision-making.

Now, it is possible to fetch and display user information directly from the User Module. This enhancement provides the ability to retrieve the user data for decision-making or to create Kiosks tailored for specific use cases.

For instance, users from the User Module can be selected to direct workflows or assign tasks and to display user data for actions such as sending notifications or updating records.

Logged In User as a Variable in Emails

Logged In User will now be available as a merge value across the email notification component within the Kiosk builder.Users can automatically include the logged-in user as a recipient for email notifications. Example: Send confirmation or action-required emails to the user initiating a process.

Email field support in Email Notification Action

Users can now select the email field in the email notification action from GetRecords. Imagine a support team manager manages customer inquiries through a Kiosk. Whenever a support request is submitted, he needs to notify the customer that their request is being worked upon by a support representative.

With this enhancement, he simply needs to configure the email notification action by selecting the email field from GetRecords and the customers would be notified by an email of their request's status.

Email field support in Update Field action

Now, email fields can be modified using the Update Field Action, just like other field types, reducing manual update efforts and ensuring accurate information across processes.

For instance, a company’s HR teammanages new employee information using Kiosk Studio. Usually, the HR team would enter temporary email addresses during the onboarding process. However, they require updating a new employee's official email address after IT assigns it. With this enhancement, they can use the update field action to update the email address with the correct email address.

Limit increase for GetRecord field display

In this enhancement, the field display limit has been increased from 10 to 30! You can now display up to 30 fields in the GetRecords table in screens without the need for extra configurations.

For instance, a sales manager uses a Kiosk workflow to review customer records before assigning follow-ups. Previously, only 10 fields could be displayed, limiting visibility into key details like contact information, purchase history, and account status.

With the new 30-field limit, the sales manager can now see all necessary details in one view without navigating through multiple screens. This improves decision-making, allowing for faster follow-ups and a better customer experience.

Kiosks will have only two states at any given point of time. There will be a published state and only one draft state.

To enhance usability and reduce complexity, moving forward, a Kiosk will have only two versions at any given time: Draft or Published. Previously, we had an active state and multiple draft versions. This versioning system has been removed to improve clarity and control.

There will be only two clear modes:
  • Draft Mode: To work on changes before publishing.
  • Published Mode: The live version that is available for users.


That's it for now!

We’re confident these features will make your Kiosk Studio experience even better and help you achieve your goals with ease. Feel free to reach out to us in the comments below if you have any questions or need assistance with these new enhancements.

Take a look at the image below to know about upcoming updates in Kiosk Studio.


Info
Availability : These enhancements in Kiosk are available for all users in all DCs.

    • Recent Topics

    • Power of Automation:: Automate the process of updating project status based on a specific task status.

      Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer

    • Apply transaction rules to multiple banks

      Is there any way to make transaction rules for one bank apply to other banks? It seems cumbersome to have to re-enter the same date for every account.

    • How to bulk update records with Data Enrichment by Zia

      Hi, I want to bulk update my records with Data Enrichment by Zia. How can I do this?

    • Need Guidance on SPF Flattening for Zoho Mail Configuration

      Hi everyone, I'm hoping to get some advice on optimizing my SPF record for a Zoho Mail setup. I use Zoho Mail along with several other Zoho services, and as a result, my current SPF record has grown to include multiple include mechanisms. My Cloudflare

    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

    • How do I split a large CSV file into smaller parts for import into Zoho?

      Hi everyone, I’m trying to upload a CSV file into Zoho, but the file is very large (millions of rows), and Zoho keeps giving me errors or takes forever to process. I think the file size is too big for a single import. Manually breaking the CSV into smaller

    • Client Script Payload Size Bug

      var createParams = { "data": [{ "Name": "PS for PR 4050082000024714556", "Price_Request": { "id": "4050082000024714556" }, "Account": { "id": "4050082000021345001" }, "Deal": { "id": "4050082000023972001" }, "Owner": { "id": "4050082000007223004" }, "Approval_Status":

    • Zoho CRM Calendar | Custom Buttons

      I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

    • Celebrating Connections with Zoho Desk

      September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

      Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple

    • Messages not displayed from personal LinkedIn profile

      Hello. I connected both our company profile and my personal profile to Zoho social. I do see all messages from our company page but none from my private page. not even the profile is being added on top to to switch between company or private profile,

    • lead convert between modules

      Hello, The workflow we set up to automatically transfer leads registered via Zapier into the Patients module to the Leads module started to malfunction unexpectedly on September 25, 2025, at 11:00 AM. Under normal circumstances, all fields filled in the

    • Flow Task Limits - How to Monitor, Understand Consumption?

      So, I got an email last night saying that I've exhausted 70% of my tasks for this month, and encouraging me to buy more tasks. I started to dig into this, and I cannot for the life of me figure out where to find any useful information for understanding,

    • Cross References Do Not Update Correctly

      I am using cross references to reference Figures and current am just using the label and number, i.e. Figure #. As seen here: When I need to update the field, I use the update field button. But it will change the cross reference to no longer only including

    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with an administrator profile can now manage profile-based permissions

    • Zoho Desk KB article embedded on another site.

      We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

    • How to Track and Manage Schedule Changes in Zoho Projects

      Keeping projects on track requires meticulous planning. However, unforeseen circumstances can cause changes to schedules, leading to delays. It becomes important to capture the reason for such changes to avoid them in the future. Zoho Projects acknowledges

    • Is there a notification API when a new note is addeding

      Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • Collaborate Feature doesn't work

      Hello Team. It seems that the collaborate section is broken? I can post something but it all appears in "Discussions". In there is no way how I would mark something as Draft, Approval, post or any of the other filter categories? Also if I draft a post

    • Create new Account with contact

      Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?

    • Edit Permission during and after approval?

      When a record is sent for approval Can a user request for edit permission from the approver? We don't want to give edit permissions for all the records under approval Only on a case-by-case basis How can we achieve this?

    • Zoho web and mobile application not workingn

      Both zoho forms web and mobile application aren't working. I have checked my network connections and they are fine.

    • Introducing the revamped What's New page

      Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

    • Prevent stripping of custom CSS when creating an email template?

      Anyone have a workaround for this? Zoho really needs to hire new designers - templates are terrible. A custom template has been created, but every time we try to use it, it strips out all the CSS from the head.  IE, we'll define the styles right in the <head> (simple example below) and everything gets stripped (initially, it saves fine, but when you browse away and come back to the template, all the custom css is removed). <style type="text/css"> .footerContent a{display:block !important;} </style>

    • Bulk Moving Images into Folders in the Library

      I can't seem to select multiple images to move into a folder in order to clean up my image library and organize it. Instead, I have to move each individual image into the folder and sometimes it takes MULTIPLE tries to get it to go in there. Am I missing

    • Zoho Campaigns - Why do contacts have owners?

      When searching for contacts in Zoho Campaigns I am sometimes caught out when I don't select the filter option "Inactive users". So it appears that I have some contacts missing, until I realise that I need to select that option. Campaigns Support have

    • Latest updates in Zoho Meeting | Breakout rooms and End to end encryption

      Hello everyone, We’re excited to share a few updates for Zoho Meeting. Here's what we've been working on lately: Introducing Breakout Rooms for enhanced collaboration in your online meetings and End-to-end encryption to ensure that the data is encrypted

    • Systematic SPF alignment issues with Zoho subdomains

      Analysis Period: August 19 - September 1, 2025 PROBLEM SUMMARY Multiple Zoho services are causing systematic SPF authentication failures in DMARC reports from major email providers (Google, Microsoft, Zoho). While emails are successfully delivered due

    • Accidentally deleted a meeting recording -- can it be recovered?

      Hi, I accidentally deleted the recording for a meeting I had today. Is there a way I can recover it?

    • Citation Problem

      I had an previous ticket (#116148702) on this subject. The basic problem is this; the "Fetch Details" feature works fine on the first attempt but fails on every subsequent attempt, Back in July after having submitted information electronically and was

    • To Zoho customers and partners: how do you use Linked Workspaces?

      Hello, I'm exploring how we can set up and use Linked Workspaces and would like to hear from customers and partners about your use cases and experience with them. I have a Zoho ticket open, because my workspace creation fails. In the meantime, how is

    • Upcoming Changes to the Timesheet Module

      The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

    • How to access email templates using Desk API?

      Trying to send an email to the customer associated to the ticket for an after hours notification and can't find the API endpoint to grab the email template. Found an example stating it should be: "https://desk.zoho.com/api/v1/emailtemplates/" + templateID;

    • How to render either thumbnail_url or preview_url or preview_data_url

      I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

    • Update Portal User Name using Deluge?

      Hey everyone. I have a basic intake form that gathers some general information. Our team then has a consultation with the person. If the person wants to move forward, the team pushes a CRM button that adds the user to a creator portal. That process is

    • Zoho Bookings No Sync with Outlook

      Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?

    • Unable to retrieve Contact_Name field contents using Web API in javascript function

      Hello, I've added a field in the Purchase Order form to select and associate a Sales Order (Orden_de_venta, lookup field). I've also created a client script to complete some fields from the Sales Order (and the Quote), when the user specifies the related

    • Updating Woocommerce Variation Products Prices Via Zoho CRM

      I can update product prices with this flow: But I can't update variant products. I got a code from Zoho for this, but I couldn't get it to work. It needs to find the product in the CRM from the SKU field and update the variation with the price there.

    • Next Page