All the steps to submit a repair request—now packed into a single kiosk | Kiosk Studio Session #6
Looking for more ideas? Please check out our other posts!
- Session #1 covers how to view customers from the same industry.
- Session #2 covers how to build a call script kiosk.
- Session #3 looks at streamlining appointments.
- Session #4 shows how kiosks can simplify sales for bank employees.
- Session #5 helps you review loan applications quickly.
- Session #6 packs an entire service request workflow into a single kiosk. [You are here]
- Session #7 helps you create your own convert feature.
- Session #8 shows you how to view a record's subform entries - without opening that record!
Hello everyone,
As a fast-growing distributor of heavy machinery, Zylker found itself struggling with a growing pain: repair request chaos. Dealers were frustrated by delays and employees were frustrated by the overwhelming number of steps involved in submitting a single request.
Submitting a repair request meant switching tabs, jumping across CRM modules, filtering data, copying serial numbers, manually checking warranty status on external sites, sending emails, creating related records, and hoping nothing was missed.
With so many new employees joining, things only got slower. They weren’t sure where to look, what steps to follow, or what to do next. Dealers were left waiting on the line while reps struggled through the CRM.
Zylker turned to Kiosk Studio in Zoho CRM
Admins packaged the entire repair request submission workflow into a single kiosk. UI, logic, and automation come together in one place, which helps reps submit requests faster and without errors. See a rep flow through a submission here:
Looks and feels simple, right? It is. Behind the scenes, Zylker's kiosk ensures that the process is executed flawlessly. As reps move through a single series of screens, the kiosk does a lot of heavy lifting
- The kiosk searches through the records in the Dealers module and lists the matching dealers.
- Once a dealer is selected, the kiosk retrieves records from the Equipment Purchases module, which are linked to that dealer.
- Once a piece of equipment is selected, the kiosk queries the manufacturer's system with an API call using the machine's serial number. It then displays the warranty status and other details to the user.
- When the user clicks Proceed, the kiosk chooses a path for active warranties. If the warranty status has expired or is "in process," other paths are chosen with different screens and actions.
- The details needed to submit a repair request are collected and pre-filled if the details are already available in Zoho CRM or in the kiosk.
- Once the user checks the terms and conditions and clicks Submit, two records are created automatically: a repair request record and a warranty claim record. The equipment purchase record is tagged appropriately.
Configuration
This kiosk is configured using the following:
- Screens that retrieve and show information to the user, along with buttons to make choices
- GetRecord components that retrieve data from modules in Zoho CRM like Dealers, Equipment Purchases, and Technicians
- A query that makes a REST API call to retrieve the warranty status from the manufacturer's system
- A decision component that automatically chooses paths based on the warranty status returned in the query
- Actions like create record, create tag, and send email notifications that automate as much of the work as possible in each path
In Zylker's case, a total of 28 components were used, along with four GetRecord components and a query. You can check out the screens of the configured components to get a sense of what this looks like:
We hope you found this session informative. Please share your feedback and stay tuned for the next session!
New to Kiosk Studio? Get up to speed quickly by checking out the following resources:
New to Kiosk Studio? Get up to speed quickly by checking out the following resources:
- For a basic overview, check out Kiosk Studio: An overview.
- If you'd like to learn more about the various elements found in kiosks, check out Elements of a kiosk.
- For instructions on how to create and embed kiosks, see Working with Kiosk Studio.
- If you run into difficulties, submit a ticket and get help from our support team.
Check out previous Kiosk Studio session posts here: Session #1 covers how to view customers from the same industry, Session #2 covers how to build a call script kiosk, Session #3 looks at streamlining appointments, Session #4 shows how kiosks can simplify sales for bank employees, and Session #5 helps you review loan applications quickly.
Got a Kiosk Studio success story or creative use case? Share it in the comments—we might feature yours in an upcoming post!Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kiran Karthik P
Sticky Posts
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 WorkflowPresenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integrationZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universitiesEnhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
New to Zoho TeamInbox?
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
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Kaizen #207 - Answering your Questions | Advanced Queries using COQL API
Hi everyone, and welcome to another Kaizen week! As part of Kaizen #200 milestone, many of you shared topics you would like us to cover, and we have been addressing them one by one over the past few weeks. Today, we are picking up one of those requestsPrésentation de SecureForms dans Zoho Vault
Soyons francs : demander à quelqu’un de transmettre un mot de passe ou des informations sensibles n’est jamais une tâche facile. On attend, on relance, parfois de nombreuses fois. Et quand l’information arrive, elle se retrouve souvent dispersée dansIntroducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone
Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform toGranular Email Forwarding Controls in Zoho Mail (Admin Console and Zoho One)
Hello Zoho Mail Team, How are you? At present, the Zoho Mail Admin Console allows administrators to configure email forwarding for an entire mailbox, forwarding all incoming emails to another address. This is helpful for delegation or backup purposes,Sales order & purchase order item links for item details
This is fantastic for checking lots of things, I use it a lot. It would be great to see it extended to invoices & bills On another note, may as well throw in my favourite whinge ..... Wish you guys would get the PO receive differences sorted urgently,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 ifZoho Workdrive - Communication / Chat Bar
Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleagueIntroducing Profile Summary: Faster Candidate Insights with Zia
We’re excited to launch Profile Summary, a powerful new feature in Zoho Recruit that transforms how you review candidate profiles. What used to take minutes of resume scanning can now be assessed in seconds—thanks to Zia. A Quick Example Say you’re hiringKaizen #190 - Queries in Custom Related Lists
Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss yet another interesting enhancement to Queries. As you all know, Queries allow you to dynamically retrieve data from CRM as well as third-party services directly withinNeed the ability to have read only fields on a form.
There needs to be functionality in Creator that allows a field on a form to be read only. Most screen building software applications have this capability. I know you can hide certain fields from specific users and that you can also make the whole form read only but that's not the functionality I need. I want to be able to create a form where certain fields are editable and other are for display purposes only (read only). For example if the form was displaying information on an item that the userReverse payment on accidentally closed invoice.
An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?New integration: Track booking page appointments in Google Analytics 4
Hello all, Greetings from the Zoho Bookings team! We’re excited to introduce our new Google Analytics 4 (GA4) integration designed to help you track booking activity, understand customer behavior, and measure marketing performance, all in one place. WhatHow to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?
Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems thatHow to add image to items list in Invoice or Estimate?
Hello! I have just started using Zoho Invoice to create estimates and, possibly to switch from our current CRM/ERP Vendor to Zoho. I have a small company that is installing CCTV systems and Alarm systems. My question is, can I add images of my "items" to item list in Zoho Invoice and Estimates and their description? I would like to show my clients the image of items in our estimates so they can decide if they like these items. And I tell you, often they choose more expensive products just becauseZoho Calendar soft bounce on @hotmail.com and @yahoo.com email addresses
Hello, our Zoho calendar recently does not send the calendar invites to emails with hotmail and yahoo domains and comes back with a "soft bounce". other domains like Gmail works fine. Also sending "email" to the same emails to the above domains work wellHow can I filter a field integration?
Hi, I have a field integration from CRM "Products" in a form, and I have three product Categories in CRM. I only need to see Products of a category. Thanks for you answers.ERROR CODE :512 - 5.4.4 DNS error:NXDOMAIN.
Suddenly we cant send mail, we are getting this error for all outbound mail to multiple domains.Can Zoho Flows repeat Actions more than once?
I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actionsUnveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'scustomer data security
We are exploring ways to enhance our within Zoho CRM. Our Goal: We want to fully integrate RingCentral with Zoho CRM to enable click-to-call functionality for our sales team. However, to comply with data privacy regulations and protect customer contactZoho Cliq not working on airplanes
Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantlySync CRM inventory data with Zoho Books
I just switched everything over to ZoHo books, but I am trying to find out why the CRM Estimates, Invoices, and Sales Orders created in ZoHo CRM are not then duplicated in ZoHo Books? I had Quickbooks before, and had to do everything twice, I thoughtmask Customer phone number and agents cant see customer phone number
Is there any way we can integrate Zoom Phone with Zoho CRM while ensuring that customer phone numbers remain masked? We need a solution where agents can make outbound calls but cannot see customer phone numbers. Please let us know if there is any solutionEmail Reminders on Shared Calendars
How do we turn off the setting that emails reminders to everyone who has accepted or declined a calendar invite? If 8 of us have been invited to the same meeting, we receive 8 notifications for every step of the process, from invitation to decision.Default Sorting on Related Lists
Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'createdOne Contact with Multiple Accounts with Portal enabled
I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled andWebDAV / FTP / SFTP protocols for syncing
I believe the Zoho for Desktop app is built using a proprietary protocol. For the growing number of people using services such as odrive to sync multiple accounts from various providers (Google, Dropbox, Box, OneDrive, etc.) it would be really helpful if you implemented standard protocols such as WebDAV / FTP / SFTP so that alternative inc clients can be used.What's New in Zoho Inventory | Q2 2025
Hello Customers, The second quarter have been exciting months for Zoho Inventory! We’ve introduced impactful new features and enhancements to help you manage inventory operations with even greater precision and control. While we have many more excitingHow to refresh a ticket view ?
I am doing a widget where I send a rest api call to make a new draft to the ticket I am viewing. The issue is sometimes it refresh a ticket view and I can see inserted draft right away, but sometimes I do not see it even if it is inserted correctly andUgh! - Text Box (Single Line) Not Enough - Text Box (Multi-line) Unavailable in PDF!
I provide services, I do not sell items. In each estimate I send I provide a customized job description. A two or three sentence summary of the job to be performed. I need to be able to include this job description on each estimate I send as it's a criticalMerge Items
Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.Supervisor Rules - Zoho Desk
Hi, I have set up a Supervisor Rule in Zoho Desk to send an email alert when a ticket has been on hold for 48 hours. Is there a way to change it so that the alert only sends once and not on an hourly basis? Thank you LauraResponseCode 421, 4.7.0 [TSS04] Messages from 136.143.188.51 temporarily deferred due to user complaints
Had email bounce. Let me know if you can fix this. Thanks. MichaelZoho Canvas - Custom templates for related lists
Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that: 1) How can i make my own custom templates for related lists? 2) Where and how can i check out existing custom templates?Automation #15: Automatically Adding Static Secondary Contacts
Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have TerenceNew Zoho triggers Google Dangerous flag due toabnormal charcters
Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorldIs there a API to fetch tasks in a Board/Section
I am writing a scheduled function that retrieves all the tasks and send an reminder on cliq. I cannot seem to find a API to fetch tasks (by user / board / section) What are the way to fetch tasks?Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.
I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,Adding an Account Name to Tasks/Reminders
Does anyone know how to add the related account name to a task? When we look at the list of activities and when the reminders pop up, there is no way of quickly seeing who the account is.Top Bar Shifting issue still not fixed yet
I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstallingNext Page