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

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

Hello all


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


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

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

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

Enhancements made to the Actions

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

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

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


Let's dive into the details below.

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

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


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

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


Decimal

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

Percentage

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

URL

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


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

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

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

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



Convert

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



Add Meeting

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



Schedule a call

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



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

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


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


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

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


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


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


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

A glimpse at our roadmap for Kiosk Studio:
  1. Bring data from third-party applications into a kiosk.

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

  3. Kiosk Studio will support Zoho Flow Actions.

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

  5. Create a clone of existing kiosks.

  6. Reorder buttons in Kiosk screens.

  7. Connect any path in a Kiosk.

  8. Reuse Screen Fields in your Kiosks.

  9. Let actions be completed sequentially in your Kiosk.

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


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

Thanks and have a great day!



    Access your files securely from anywhere


            All-in-one knowledge management and training platform for your employees and customers.






                                  Zoho Developer Community




                                                        • Desk Community Learning Series


                                                        • Digest


                                                        • Functions


                                                        • Meetups


                                                        • Kbase


                                                        • Resources


                                                        • Glossary


                                                        • Desk Marketplace


                                                        • MVP Corner


                                                        • Word of the Day


                                                        • Ask the Experts





                                                                  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

                                                                                                    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

                                                                                                                      • Approve records efficiently: Useful enhancements to My Jobs module and Approval process in Zoho CRM

                                                                                                                        Dear Customers, As you might know, approval process is a process automation tool that allows you to automate approvals in your organization and My Jobs is where you approve requests from a single point of view. Here's how you'd go about it: You’d add
                                                                                                                      • Import Excel from email into CRM

                                                                                                                        I receive a daily Excel file by email and I would like to have it automatically imported into a custom Zoho CRM module. Do you think there's anything that can be done? My first idea was searching for a native option in CRM, such as "send an email to a
                                                                                                                      • Zoho Connect is now even smarter and more personalized

                                                                                                                        Hello everyone, We’re excited to introduce new features and enhancements to help you personalize the employee experience, connect workplace knowledge with AI, and create more engaging dashboards. Deliver relevant dashboards with Audience With Audience,
                                                                                                                      • Stop Zoho Projects From Automatically Adding Client Users

                                                                                                                        I have a custom function that creates a Zoho Project for every Quote attached to a Deal when it moves to Closed Won. Everything works fine, except for the fact that connecting a Zoho Project to the CRM automatically takes the Contact associated with the
                                                                                                                      • Global "Search" in FSM

                                                                                                                        I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,
                                                                                                                      • Canvas not working

                                                                                                                        I have a canvas running. I selected it as the default for all options, but mainly want it for Portals. It isn't working. I selected Assign Canvas in both the Dtailed View and in the module itself. Nothing has happened. Any help?
                                                                                                                      • LinkedIn RSC is now live in Zoho Recruit

                                                                                                                        LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter Corporate
                                                                                                                      • Add the Zoom Option to the Camera

                                                                                                                        Hi, I use the ZOHO Forms Camera so I can manage metadata, compression, etc. but this doesnt have the zoom parameter activated, so when we have photos in a tight space and want to use 0.5 for example, we can't, can this be enabled please. Thanks Dan
                                                                                                                      • The Social Wall: July 2026

                                                                                                                        Hello everyone! We're halfway through the year, and we bring to you three new updates designed to help you experiment with your content, discover your top-performing posts, and automate your engagement workflow. Instagram Trial Reels Instagram trial reels
                                                                                                                      • What's New in Zoho Invoice | April – June 2026

                                                                                                                        Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from April to June 2026. Here's what's new this quarter: Connect Zoho Invoice to AI Using Zoho MCP Customize Accessibility Preferences Attach Annexure
                                                                                                                      • Help with SEO

                                                                                                                        Hi There, I have recently published a site and added some Keywords in the SEO settings. Searching Google I currently don't find my site though. When do these settings take effect? In the SEO settings there is also a section "Sitemap" I can change settings for "frequency" and "Priority" What do these settings do? Kind regards
                                                                                                                      • Transform your line of items into line items: ICR can now record your table values as subform values

                                                                                                                        Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwritten
                                                                                                                      • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

                                                                                                                        Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24
                                                                                                                      • Data Export is forcing Creation/Modified date just like reports

                                                                                                                        The data export now forces you to select a created or modified date. There is not an All-Time option. This severely cripples the whole function of data export for audit purposes. If the data export (or reports for that matter), requires a date, there
                                                                                                                      • HR Helpdesk Cases

                                                                                                                        We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.
                                                                                                                      • Zoho Books Placeholder: Inventory Counts

                                                                                                                        I was hoping to figure out how to find the placeholders for inventory counts by item. We use Location based inventory tracking, so I dont know if that affects things. I want my PDF and Printed PICK LISTS to show the Quantity Available to Pick. I have
                                                                                                                      • Undocumented Books API error message - 1000 - The requested action could not be completed. Please try again. | Unexpected error

                                                                                                                        This code sometimes throws this error 1000 - The requested action could not be completed. Please try again. | Unexpected error What does it mean? result = zoho.books.updateRecord("salesorders",organization.get("organization_id"),salesorder_id,sales_
                                                                                                                      • Reporting Tags and COGS

                                                                                                                        Is there any way to get COGS recorded against reporting tags? The use cases seems very straightforward to me. If I'm running a P/L report against a specific reporting tag (I use mine for customer type, but it could be used for regions, etc.), the revenue
                                                                                                                      • Please critique my CRM design

                                                                                                                        I run a disability healthcare business with 2 business units. We run on Zoho One and are re-designing our CRM. We have developed the design concept ourselves, and I am hoping to get some critical feedback: 1) Noting that this is an early design of the
                                                                                                                      • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

                                                                                                                        Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage
                                                                                                                      • Error in Batch Details Stock Reportt

                                                                                                                        I am a new user of zoho inventory. When extracting batch details stock report as of dec 2025, the report takes into account transactions that happen this year. Thus causing discrepancies when comparing with Stock Report. Is this a global error? Can zoho
                                                                                                                      • Invoice template, how to change the text under "Notes" and "Terms and Conditions"

                                                                                                                        In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.
                                                                                                                      • Zoho Commerce B2B

                                                                                                                        Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show
                                                                                                                      • Need complete Zoho Commerce theme ZIP example and safe staging workflow

                                                                                                                        I want to build a complete custom Zoho Commerce storefront through Edit Code, including: • Global header and footer • Responsive homepage • Category, search and filter pages • Product cards and product-detail pages • Cart and checkout wrapper • Mobile
                                                                                                                      • Conflict with Google Sheets

                                                                                                                        While I was working on a google sheet in Firefox, I suddenly started getting an error dialog in Google sheets: "Loading issue. Troubleshoot this issue by clearing application resources". It then says to clear cookes etc. etc. which didn't help. Disabling
                                                                                                                      • What is a realistic turnaround time for account review for ZeptoMail?

                                                                                                                        On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It still
                                                                                                                      • Add Large Lists to Choice-Based Field Rules

                                                                                                                        Hi, The new Large List is good, but you can't then use the Choice-Based Field Rules with it to limit the Group Choices or Choices? Thanks Dan
                                                                                                                      • Auto-fill from logged-in user's profile for Name Fields in Subforms

                                                                                                                        Hi, The Name field is great, but I see you can't tick the Initial Value option of "Auto-fill from logged-in user's profile" when it is on a Subform, why not? Thanks Dan
                                                                                                                      • [Free webinar] Creator Tech Connect – Creator product updates (Part 1), August 2026

                                                                                                                        Hello everyone, We are excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar comprised of pure technical sessions, where we dive deep into the
                                                                                                                      • Is there a way to show contact emails in the Account?

                                                                                                                        I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail
                                                                                                                      • Mail Id’s backup

                                                                                                                        Dear Zoho Team, Kindly share the backup of my all mail id’s associated with Zoho account. Thanks, Saurabh Sharma +91 8851066915
                                                                                                                      • Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

                                                                                                                        We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
                                                                                                                      • Stock Based Sort-by option in Category Pages

                                                                                                                        In a category page product with In-Stock should come in the top of the categories product list rather than out-of-stock products. No having this option is extremely disappointing, I made the initial request about 7 months ago but still not even an update
                                                                                                                      • Stock based sort-by option

                                                                                                                        I have more than 300 products in a category with out of stock items count of 150. The out of stock items are coming on top of the category product page list, is there a way to show the in-stock items on top of the list & move the out -of stock items in
                                                                                                                      • Out of Stock items showing in Commerce

                                                                                                                        I have over 6000 items and most are not in stock, but all items are showing up in Commerce whether they are inventory or not. What option or feature can you use to hide items in Commerce at zero or negative quantities? I currently am using Commerce for
                                                                                                                      • Creating Email template that attaches file uploaded in specific field.

                                                                                                                        If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
                                                                                                                      • What's New in Zoho Billing | July 2026

                                                                                                                        July brings a new set of updates to Zoho Billing to make your billing operations more efficient. These include a redesigned checkout experience, expanded Hosted Payment Page capabilities, compliance improvements, enhanced reporting, and more. Enhancements
                                                                                                                      • Zoho CRM Community Digest - July 2026 | Part 1

                                                                                                                        Hello everyone, July is here! The first two weeks brought six CRM updates ranging from privacy-ready webforms to a significantly more powerful Layout Rules engine, two community wins worth a look (a dashboard workaround for spotting leads with no activities,
                                                                                                                      • Zoho CRM - Email/Message icon for Deal List View

                                                                                                                        Hi Team, My idea is to include a message icon at the start of the row of Deals when an unread message has been received. This would really help highlight the Deals where urgent action is required. Thanks for considering this request. Regards, Ashley
                                                                                                                      • Email notification for followers

                                                                                                                        Is there a way to enable email notification for followers of a support ticket? ie: Ticket #123 is owned by Agent#1, Agent#2 adds themselves as a follower. Whenever ticket #123 receives an email from the customer, Agent#1 receives an email. Agent#2 would
                                                                                                                      • Next Page