【Zoho CRM】キオスク機能のアップデート

【Zoho CRM】キオスク機能のアップデート

ユーザーの皆さま、こんにちは。コミュニティチームの中野です。
一部を抜粋してご紹介します。

キオスク機能とは?
特定の処理を行うための専用画面(キオスク)をノーコードで作成できる機能です。
自社の業務プロセスにあわせた画面の表示、タブをまたいだ処理などが可能です。

本アップデートにより、キオスクの柔軟性と操作性が大きく向上しました。
詳細について以下より確認しましょう。

<目次>
  1. データ取得機能:「データ選択不要」のデータ表示
  2. 「データ取得」が単独の要素として利用可能に
  3. 単一データ/複数データの詳細を画面要素から表示
  4. 新しい処理 - リンクを開く&データを開く
  5. キオスクの複製


1. データ取得機能:データ選択不要のデータ表示

これまでのデータ取得機能では、表からデータを選択することが必須でした。
今回のアップデートにより、「選択の設定」オプションにより、ユーザーは
データの扱い方法を以下の3つより選択できるようになりました。

新しく追加された「選択の設定」オプション

 1, 「選択が必須の内容」: チェックボックスが表示され、データの選択が必要となる、デフォルトのオプションです。
 2,「選択が任意の内容」: チェックボックスは表示されますが、選択は必須ではなくスキップすることができます。
 3,「表示のみ」: データの一覧のみが表示され、選択はできません。


2.「データ取得」が単独の要素として利用可能に

これまで、「データ取得」は、必ず「画面」などの要素の中に配置しないと使えず、設定や使い方が制限されていました。
また、複数の画面で使い回すと、表示設定もすべて共通になるため、細かいカスタマイズが難しいという課題がありました。

今回のアップデートでできるようになったこと
・「データ取得」を画面・分岐・処理の一部とすることなく、単独の要素としてデータを取得できるようになりました。
・「データ取得」には、事前定義された表示設定がありません。ユーザが画面内で「データ取得」を使用することを選択した場合、
その特定のユースケース用に表示設定が表示されます。


また、「データ取得」は使い回すと表示設定がすべて同じになっていましたが、1つの「データ取得」要素を、
画面ごとに異なる表示設定で再利用できるようになりました。


例:
・ある画面では「姓」だけを表示
・別の画面では「電話番号」だけを表示
このように、用途に合わせた表示内容の切り替えが柔軟にできるようになっています。


3.単一データ/複数データの詳細を画面要素から表示

単一データでも複数データでも、それぞれの詳細をキオスク画面上から直接確認できるようになりました。
これにより、キオスクの操作を中断することなく、必要な情報にすばやくアクセスできます。
「データ取得」設定時に、詳細表示オプションを有効にすることで使用できます。



4.新しい処理 - リンクを開く&データを開く

キオスク内の操作性を高めるため、「リンクを開く」「データを開く」を追加しました。
これにより、キオスクの流れを止めずに、外部ページやデータの詳細にアクセスできるようになりました。
リンクを開く:ユーザーが外部URLに移動可能に。
データを開く:ユーザーがキオスクから直接データにアクセス可能に。

※キオスクと同じタブでリンク/データを開くことはできません。



5.キオスクの複製

既存のキオスクを複製して、再利用やカスタマイズが可能になりました。
ユーザーは、元のキオスクに影響を与えることなく、複製されたバージョンを変更することが可能になります。

キオスクの複製が可能な場所
 1. キオスクビルダー内: キオスクの設定を編集または確認中に直接複製します。
 または
 2. キオスクの一覧画面: 一覧画面から簡単にキオスクを複製できます。




適用範囲:すべてのユーザー
いかがでしょうか。キオスク機能をお使いのユーザーさんは、ぜひ試してみてください!
……………………………………………………………………………………………………………………
++Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか?++
Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。
興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。
※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします!


    Access your files securely from anywhere







                            Zoho Developer Community





                                                  Use cases

                                                  Make the most of Zoho Desk with the use cases.

                                                   
                                                    

                                                  eBooks

                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                   
                                                    

                                                  Videos

                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                   
                                                    

                                                  Webinar

                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                   
                                                    
                                                  • Desk Community Learning Series


                                                  • Meetups


                                                  • Ask the Experts


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner






                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources


                                                                                              Zoho Writer Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ






                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                            • Recent Topics

                                                                                                            • Confirmation prompt before a custom button action is triggered

                                                                                                              Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is
                                                                                                            • GST Slabs Redefined: Stay Compliant Using Zoho Books!

                                                                                                              Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special
                                                                                                            • How to create auto populate field based on custom module in Zoho CRM?

                                                                                                              Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification
                                                                                                            • Rich Text For Notes in Zoho CRM

                                                                                                              Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using
                                                                                                            • Change Last Name to not required in Leads

                                                                                                              I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for
                                                                                                            • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

                                                                                                              Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow
                                                                                                            • Office 365 and CRM mail integration: permission required

                                                                                                              Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying
                                                                                                            • Adding a developer for editing the client application with a single user license

                                                                                                              Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer
                                                                                                            • Attention API Users: Upcoming Support for Renaming System Fields

                                                                                                              Hello all! We are excited to announce an upcoming enhancement in Zoho CRM: support for renaming system-defined fields! Current Behavior Currently, system-defined fields returned by the GET - Fields Metadata API have display_label and field_label properties
                                                                                                            • Deluge - Can't get phone number SalesIQ

                                                                                                              Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,
                                                                                                            • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

                                                                                                              Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted
                                                                                                            • Deals by Stages Funnel not showing in correct order

                                                                                                              Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the
                                                                                                            • Zoho CRM button to download images from image upload field

                                                                                                              Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not
                                                                                                            • how to differentiate if whatsapp comes from certain landing page?

                                                                                                              I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
                                                                                                            • Zoho Desk - Community

                                                                                                              As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.
                                                                                                            • access to quartz for my customers

                                                                                                              Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/
                                                                                                            • Issue with Inline Images in Email Reply via Zoho Desk API

                                                                                                              Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply
                                                                                                            • Turning off the new UI

                                                                                                              Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?
                                                                                                            • How to search a value stored in a subform?

                                                                                                              Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,
                                                                                                            • Field Dependency Not Working on Detail Page in Zoho Desk

                                                                                                              Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear
                                                                                                            • How do the keyword critera work?

                                                                                                              Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria
                                                                                                            • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

                                                                                                              I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO
                                                                                                            • Improving Collaboration Features in Zoho Portal

                                                                                                              Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we
                                                                                                            • Clear Tag & Linking Between Quotes and Sales Orders

                                                                                                              Hi Zoho Team, In Zoho Books, when a quote is converted into a sales order, it would be extremely useful to have: A clear tag/indicator on the quote showing that it has been converted into a sales order. A direct link in the sales order back to the originating
                                                                                                            • New in Cadences: Option to Resume or Restart follow-ups when re-enrolling records into a Cadence, and specify custom un-enrollment criteria

                                                                                                              Managing follow-ups effectively involves understanding the appropriate timing for reaching out, as well as knowing when to take a break and resume later, or deciding if it's necessary to start the follow-up process anew. With two significant enhancements
                                                                                                            • Send a campaign to one recipient.

                                                                                                              Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if
                                                                                                            • Feature Request - Insert URL Links in Folders

                                                                                                              I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create
                                                                                                            • Try FSM again for our business

                                                                                                              We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.
                                                                                                            • 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
                                                                                                            • Issue with Zoho Help Portal – Tickets Missing or Not Answered

                                                                                                              Hi, How are you? I think there may be an issue with the Zoho Help Portal. I opened a few tickets directly in the help portal a some time ago but never received any response I also opened ticket 148356451 by email. I did receive a reply to it, but the
                                                                                                            • Changing the Default Search Criteria for Finding Duplicates

                                                                                                              Hey everyone, is it possible to adjust the default search criteria for finding and merging duplicate records? Right now, CRM uses some (in my opinion nonsensical) fields as search criteria for duplicate records which do nothing except dilute the results.
                                                                                                            • Zoho Creator as LMS and Membership Solution

                                                                                                              My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each
                                                                                                            • DUNS & Bradstreet and Credit risk monitoring integration with Zoho books

                                                                                                              Small businesses not being paid by bigger clients and clients of all sizes is a huge problem. It will be nice if Zoho develops integration with DUNS & Bradstreet(D&B) and Credit risk monitoring integration with Zoho books. That have small businesses can
                                                                                                            • Filtering Tickets based on Email headers

                                                                                                              We're starting to get a lot more junk coming into our Zoho Desk, which is then triggering unnecessary email alerts to agents. Once thing we could do to cut this junk in half, is to filter tickets based on email headers. Any email containing the `List-Unsubscribe`
                                                                                                            • Zoho Forms - Form Rules based on attachment fields

                                                                                                              Many businesses use forms to collect documents and images from customers. In many cases, you may want to trigger a notification or other automation based on whether or not an attachment was added. I've noticed that attachment fields do not appear in Rules
                                                                                                            • Add QUOTE OWNER profile image to a Quote Template

                                                                                                              I can add their email address.. phone number, DOB. I need to add a users profile picture so when they assign a template to a quote they own it adds their picture to the cover page. I've tried hacking a solution together but there has to be an easier way.
                                                                                                            • No Response from Zoho Support in 8 Days - Typical?

                                                                                                              I have a couple of issues I'm trying to work through. Initially, I was getting support from support@zohofsm.com, but I have not received a response in 8 days (11 on another question). Is this typical? Can I pay for support? For context, I am not spamming
                                                                                                            • Age Calculation

                                                                                                              I've attempted to calculate the age of someone based on their birthday input by using the formula field. It works but I don't want all those decimals on there. I then tried to use "set variable" after birthday input but I get a field type mismatch, long vs. floating. Any ideas would be wonderful.
                                                                                                            • Open filtered deals from campaign

                                                                                                              Do you think a feature like this would be feasible? Say you are seeing campaign "XYZ" in CRM. The campaign has a related list of deals. If you want to see the related deals in a deal view, you should navigate to the Deals module, open the campaign filter,
                                                                                                            • Change scheduling emails time

                                                                                                              When sending an individual email there is a great feature to schedule them to send later. I could only use the one time that is suggested. Is there a way to select another time? Regards, Glenn
                                                                                                            • Next Page