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[6 Mar 2024] This feature has been released to all users in all DCs.
Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization.

As a result, the old help doc links have been replaced with the new ones found here:
You'll need to be logged in to view these help documents.

Here's a quick overview of Kiosk:



By today (4 Jan 2024), we will be enabling this feature for all (partners and customers) who've requested it. Please contact support in case you're unable to access it.

Do check this out and let us know your feedback. We would love to hear from you!
In addition, we're hosting a webinar with Kiosk's product manager on January 17, 2024 to help you get familiar with this exciting feature. You can attend it at a time convenient to you by registering here:

https://meet.zoho.com/3m6H9k2xmg [ 3:30 AM GMT |  9 AM IST |  7:30 PM (Jan 16) PST]
https://meet.zoho.com/b0pckHASBe [ 5 PM GMT |  10:30 PM IST | 9 AM PST]

Hello folks,

The typical CRM user is a sales rep whose time is valuable. They're busy connecting with contacts and closing deals. At the same time, best practices and processes in the CRM demand that sales reps do the following:
  • Perform multiple clicks
  • Juggle multiple tabs
  • Search for specific records or fields
  • Update data in fields
  • Wait for page loads
  • And much more
The result is that CRM data is often not properly added or updated, which leads to another set of problems entirely. A poor user experience leads to poor process compliance.

Our solution

Let us present process flows: the latest addition to our set of process management tools. Process flows enable you to provide your users with a much simpler (and faster) way to follow processes and best practices. For instance, they can achieve the following:
  • Initiate process flows from a convenient location in the CRM.

  • Follow instructions as they enter data and move to the next screen.

  • Click a button to end a flow once they're done.

While a user is completing a process, Zoho CRM uses the gathered data to update fields in multiple modules across the tool, create new records, trigger webhooks, and execute functions. Users therefore have a pleasant experience of working with a tool built around their actual workflow, while admins and sales managers can ensure process compliance and accurate data entry into the CRM.

Creating process flows

You can create process flows using the low-code process flow builder. You can build process flows to cover multiple use cases, but in the end, all process flows are the same in that they're made up of a few basic elements: screens, decisions, and actions that are added, configured, and connected in multiple ways. Process flows are supported in CRM sandboxes so you can test them out in your sandbox before deploying them to your production environment.

Use cases

Processes with the following characteristics are well-suited for process flows:
  • The action requires user input and/or a user to choose the correct next step.
  • The process requires different screens to be shown to the user based on previous decisions and supplied data.
  • Gathered data is required to perform a range of actions in the CRM.
  • The process needs to be completed continuously.
Some obvious use cases include the following:
  • Call scripts for sales representatives
  • CRM updates that involve a handoff between account executives and customer success representatives
  • Record creation and modification when a contact has moved to a new company or position
  • Providing reps a walkthrough of how to offer discounts per company policy
  • Filling out an application form for new students, where new records need to be created in multiple modules


Availability
Editions: Enterprise, Ultimate
DCs: All
Release plan: [Updated on 4 Jan 2023 - Feature has been enabled for partners and customers who've requested early access]

To register for early access, please fill in this form: Kiosk in Zoho CRM - Early Access. (Previously named 'Process Flow')

In case you have any questions, do let us know in the comments section. Thanks!

Moderation update (26 Dec 2023):

We are doing a few last minute improvisations. We will start enabling early access from the New Year.
Happy New Year wishes to all!

12 users like this announcement.
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  • 9 months ago

Do anyone have same issue?

  • 8 months ago

Till Now the bug is still exist.

  • 8 months ago

Hello
,

Our developers have fixed the issue, and it shouldn't occur now. They have requested an online remote session to check the challenge. Could you please write to support[at]zohocrm[dot]com with your direct number and the best time to reach you? We will schedule a call to investigate this further. Please specify the reference request ID as #94341672.

Thank you.

  • 6 months ago

Is it possible to upload a file and send it somewhere per email, webhook or custom function with Kiosk?

  • 6 months ago

Hey,
Could you please elaborate on your requirement? It will help if we have more details of the scenario.
Will wait to hear from you.

  • 6 months ago

 We want to have an upload field during a blueprint transition where we upload invoices which should be sent to our accounting software.

  • 6 months ago

Hey,
Currently, it is not possible to achieve this using the File upload field. However, we are checking for any possibilities otherwise. Will update you.
Thanks.

  • 6 months ago

Hey,
Currently, this is not an achievable requirement. Our product team will take this as a suggestion for future updates.
Thank you.

  • 6 months ago

 Thank you for the update!

I think this is a really common use case and would enhance the quality of the CRM product a lot. File handling is still a pain in CRM unfortunately. 

  • 6 months ago

Noted. We would like to know your use case and the difficulties with file handling with CRM. Please write to support[at]zohocrm[dot]com with your detailed use case. It will help our developers analyse it for future enhancements.
Thank you.

  • 6 months ago

Hey
,

I already explained my use case above. I don't know how to explain it in more detail. We want to have a file uploading field in either custom buttons or blueprint transitions and send these files somewhere. For example uploading an invoice and send it to our accounting.

  • 6 months ago

you can definitely do this with a custom button. 

without further details, it's tough to say, but i would assume this could be accomplished with workflow rules that trigger a function, as well. 

  • 6 months ago

Hi PJ, how to setup file upload thrun custom button?

  • 6 months ago

Custom button can't upload a file. You would need to use a file field in your module layout or utilize the attachments area to keep your file. 

As this is not Kiosk related, it might be best to start a new thread.

  • 6 months ago

Hi, @Ishwarya SG,

We are exploring this feature and have encountered some limitations related to screen flows.

For example: If you make a decision and have two screens, you might need to go to screen 1 first to complete something before moving on to screen 2. (You should be able to go directly to screen 2 in decisions, but only if you've already completed some steps beforehand.) However, it’s not currently possible to navigate from screen 1 to screen 2 directly. It seems like you need to create the same screen twice, but I just want to navigate to the second screen.

Conclusion: It should be possible to navigate to any screen at any point on your flow/decisions.




  • 5 months ago

Dear Pgarcia,

We have this item in priority list and we could not take up this earlier due to other set of enhancements. Those things are almost ready. We will try to give an update at the possible earliest. Please bear with us in the meantime. 

Thanks,
Ponnusamy

  • 5 months ago

Hi @Ponns, @Ishwarya SG,

Thanks for the quick response. I hope you can update this as soon as possible.

I now have another issue related to custom functions before a decision. When you update a field in a record via a custom function action before a decision, when the decision step is reached, the field isn’t updated yet, so it’s not working correctly because the updated field is required for the decision. (the field is actually updating after decision check)

I understand that the problem might be that the decision is evaluating conditions before the record update is completed (maybe it’s not sync functions). Is there any solution for this issue? I’d prefer not to have an intermediate screen.


Thanks,
Pol


  • 5 months ago

Hey, Pol.
Currently, functions work in parallel and the decision might be checked before the function is completed. As of now, we do not have a workaround apart from having a screen in between. 

We are analysing the possibility of running functions synchronously. We will add your vote for this. 
Thank you.

  • 4 months ago

Hello everyone,


In this update, you can use any field(including File Upload/Image Upload or even Picklists & Multi-Picklists) you fetch from a Kiosk to update any field in your CRM via Field Update or via Create Record. 

Try it out and let us know your thoughts or questions. 

Thanks and Regards, 
Imran, 
Product Manager, Zoho CRM. 

  • 11 days ago

Is it possible to use a value calculated or retrieved by a function in a Kiosk? I was never able to when I have tried in the past. If not, that is an essential feature! Just running a function in the background is not nearly as powerful as running a function and then using the data returned in the next step or screen.

  • 10 days ago

Hi Sam,

You are correct that, currently, the output of a function cannot be directly captured to use in subsequent steps of a Kiosk. However, there is a workaround to achieve this.

You can utilize "Queries" to retrieve the response from a function. By using REST API functions, you can call these functions via API and obtain the query response, which can then be displayed on the screen as text or in a table. This response can also be used in decision-making or as fields throughout the Kiosk.

Here are some helpful links:

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