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

    • Add Save button to Expense form

      A save button would be very helpful on the expense form. Currently there is a Save and Close button. When we want to itemize an expense, this option would be very helpful. For example, if we have a hotel expense that also has room service, which is a

    • Call transcrition working for ringcentral?

      I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call

    • How to Send Email from within a custom module (with or without an email template)

      It is possible to send an email from the Deals module. However, I can't find a way to send an email from any of our custom modules. I have tried adding an email field to the modules (even though we don't really want one or need it there). That doesn't

    • Zoho Inventory - Managing Items With Multiple Suppliers

      Hi community, I'm working on a project at the moment for a car parts wholesale business. Each Item (part) has its own original manufacturer part number (sometimes more than one part number for the same item). When purchasing parts from 3rd party suppliers,

    • How do I see the total leads during a certain period?

      I understand I can get the count of leads and potentials but the total number of leads in a certain period should be equal to Leads+potentials because when we convert a lead it gets moved to potentials and no longer exists there. is there a way i could

    • Where is the Global Search field?

      I am looking for an alternative to SF.com. Zoho CRM seems to be work fine, and be customizable in terms of the fields and reports. But there's one big thing missing and it's going to prevent us from using it: there's no global search box at the top of

    • API 500 Error

      Hello amazing ZOHO Projects Community, I get this message. How can we solve this? { "error": { "status_code": "500", "method": "GET", "instance": "/api/v3/portal/2010147XXXX/projects/2679160000003XXXX/timesheet", "title": "INTERNAL_SERVER_ERROR", "error_type":

    • In place field editing for candidates

      Wondering about any insight/best practices for efficiently updating candidate records while reviewing them in a Job Opening pipeline. We can do in-field editing (e.g. update job title or City) only when we have the full candidate record open, however

    • Default tax type for mileage?

      Where we are, mileage includes a government tax. Is there any way to set a default tax for the Personal Car Mileage category of expense? (Or any other way?)

    • Show price book list price

      When using price books, once you add products to the price book in the Products related list you can display the Unit price which is the default list price; however, there is no option to show the price book list price. To see the price book list price

    • Cliq File Upload

      While uploading large file like 500MB, it takes time, that fines. But if you resize window or move window in other screen, that uploading disappears. After upload complete & sent it will be visible

    • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

      Hello everyone, Workflows got a notch better with AI-based actions. Actions such as field extraction, prediction, auto reply, and content generation facilitate quick execution with improved speed and accuracy. Zia can intercept useful details in newly

    • Constant color of a legend value

      It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

    • What's New in Zoho POS - October 2025

      Hello everyone, Welcome to Zoho POS's monthly updates, where we share our latest feature updates, releases, changes, and more. Let’s take a look at how October went. Process returns for refunds, exchanges, or offer store credit Returns and exchanges can

    • Loan and purchase

      My husband is lending me mobey to buy a vehicle intersst free ... I need to know how to record the cash receipt and how I pay it back... the money is for a vehicle do I just post the invoice for that as I normally would usung the loan money to pay for

    • Zoho Connect Module in Zoho Trident

      Hi I really like where Zoho Trident is going. Having Mail and Cliq in one place is especially powerful. However, Zoho Connect really needs to be included to make this a true communication and collaboration hub. I would like to request that Zoho Connect

    • Zoho FSM API Delete Record

      Hi FSM Team, It would be great if you could delete a record via API. Thank you,

    • File Field Validation

      Hello all, We are tracking our customer NDA agreements in our CRM and have created 2 fields to do so, an execution date field and a file upload field. I want to create a validation rule to ensure that when the execution date field is populated that the

    • 100 record view limitation

      I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,

    • ZUG Meet-ups are back - Across India (December 2025)

      The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,

    • Categorise Attachments

      We take ID, proof of address, right to work documentation and more.  I can upload a single file in to field, but we often receive multiple files for each category e.g. someone may send a separate file for the front and back of their national ID card.  My team don't have time to manipulate the files in order to upload them as a single file. The options, as far as I can tell, would be to create additional fields on attachments in order to categorise what the file is, or to be able to upload single

    • Scheduling a meeting for just a 1:1 phone call

      My business is B2C and many of my customer's don't want to engage in an online meeting for what can be handled in a regular phone call. I am trying to create a new meeting invitation, but there is no venue optoin for "phone call". How are other's handling

    • Need more details on API Usage Dashboard

      Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

    • Power of Automation:: Automating SLA Timelines for First Response & Resolution for Issues module.

      Hello Everyone, Ever wished SLAs could update automatically based on issue severity i.e no manual tracking, no missed timelines? That is exactly what one of our customers, Alex, wanted to achieve in the Issues module. So, we have setup a simple automation

    • Power of Automation :: Quick way to associate your Projects with Zoho CRM

      A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and

    • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

      Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

    • Move orders scan ISBN

      Hi We have ISBN setup to be searched in items zoho but move orders dissent recognize the ISBN is there q missing configuration? regards, JS

    • What's New - October 2025 | Zoho Backstage

      Hey everyone! We’ve been busy rolling out a host of upgrades for Zoho Backstage. While some major features are still going through final rounds of testing to make your event experience smooth as butter, here’s what was new and improved in October 2025.

    • Zoho People Attendance Regularization – Wrong Total Hours Displayed

      While using Zoho People, I observed that the attendance regularization is showing wrong total hours when applied to past dates. For example, if a check-in is added at 10:00 AM and check-out at 6:00 PM for a previous date, the system sometimes calculates

    • Add Flexible Recurrence Options for Meeting Scheduling in Zoho Cliq (e.g., Every 2 Weeks)

      Hello Zoho Cliq Team, We hope you are doing well. Currently, when scheduling a meeting inside Zoho Cliq, the recurrence options are limited to Daily, Weekly, Monthly, and Yearly. There is no ability to set a meeting to occur every X weeks — for example,

    • Subform Disabled Fields Should Remain Disabled on Edit/View

      Currently, when we disable a subform field using on user input or on add new row, it works perfectly during the initial data entry. However, when the record is saved and reopened for viewing or editing, these disabled fields become editable again. This

    • How do you print a refund check to customer?

      Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

    • What is Resolution Time in Business Hours

      HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

    • Hide "Section" headers when using a form as a subform in "List view"

      When using a form as a subform and setting the "View Type" to "List View" it is not possible to hide the section headers. This can become an issue if I have a section which is not applicable to this subform and I hide the fields within that section and

    • Add additional field to quick search results

      IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine

    • Need Help: Updating Related Records via Subform Entries in Zoho Creator

      Hi everyone, I’m trying to set up a workflow in Zoho Creator where each row in a subform updates related records in another form automatically. Here’s the situation: My main form (e.g., “Receipts”) contains a subform where each row selects a related record

    • Disable signing in using email aliases?

      Hi, I currently have user accounts that have multiple aliases, for example: Main: name@domain.com Alias: alias1@domain.com, alias2@domain.com Currently, I am able to use any of those 3 emails in the 'username' box during login, and it will log me into the email. Is there a way to setup so that email aliases cannot be used to sign on? I'd still be able to receive and send emails using those aliases in the main email account like it works now, except only the main email can be used to login. Cheers!

    • Zoho Desk - Community - Customer Portal - Description Field UX Improvement

      Hi Zoho Desk Team, As a prolific user of Zoho Cares Community, I find it very frustrating that I cannot increase the size of the Description box (this one which I am typing this message). Many apps with multi line text fields have a small handle in the

    • Add the same FROM email to multiple department

      Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.

    • Can I change the format of the buttons in the email templates?

      Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing

    • Next Page