Exciting Updates to the Kiosk Studio Feature in Zoho CRM!
Hello Everyone,
We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful and intuitive tool for all your CRM needs.
We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful and intuitive tool for all your CRM needs.
What's New in Kiosk Studio?
Here’s a list of the latest enhancements:- Display GetRecords Without Selection : Now you can display GetRecords directly in a table view, eliminating the need for selection.
- GetRecords as a Component : Create GetRecord as a standalone, reusable component for more flexibility in your configurations.
- View Record details from Screen : Easily open records from a view, whether for single or multiple records for quick access.
- New Actions - Open Link & Open Record : Perform actions like opening a link or a specific record from your Kiosk screen with just a click.
- Clone Kiosk : Save time by duplicating an existing kiosk configuration with the new Clone feature.
- Reorder Buttons : You can now reorder buttons in your Kiosks for improved user navigation and customization.
- User Module Support in Get Records : GetRecords functionality is expanded to include data from the User Module.
- Logged-In User Variable : Logged-in users can be added as merge values in Kiosks for a more personalized experience and automation.
- Email field support in Email Notification Action : Email fields are now supported as recipients in email notifications, simplifying communication processes.
- Email field support in Update Field action : Email fields can now be updated in the update field action.
- Limit increase for GetRecord field display : A total of 30 fields can now be displayed in GetRecords or screen components.
- Kiosks will have only two states available at any given point of time. There will be a published state and only one draft state.
--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Let's explore each enhancement below:
Display GetRecords Without Selection
Previously Display GetRecords Without Selection
In the current setup, selecting records from the table view using GetRecords is mandatory and cannot be bypassed. However, in scenarios where users simply need to view a set of records in a table, selection may not be necessary.
Now
With the latest update, users can use GetRecords for any use case, whether for review, selection, or simply displaying information. A new "Selection Preference" option allows users to choose how they interact with records:
- Make selection mandatory: This is the default option where checkboxes are displayed, and selection is required. The default option is set as Make selection mandatory to ensure consistency with previous behavior unless changed.
- Make selection optional: In this option, checkboxes are displayed, but selection is not required and can be skipped.
- Just display records without selection: Here, only a list of records will be displayed with no selection possible.
GetRecords as a Standalone Component
Previously GetRecords as a Standalone Component
GetRecords was tightly bound to the Screens component limiting flexibility for admins. When a user doesn't want to display GetRecords on a screen or use it within an Action or Decision, they are forced to place it within one of these components to utilize its data and then using the Merge Values in the Action. Additionally, while GetRecords could be reused across multiple screens, the same Display Preferences are applied universally, restricting customization for different use cases.
Now
We’ve added GetRecords as a standalone component in the builder. This provides users a way to customize configurations for specific requirements.
Here’s what you can do:
- You can now fetch data using GetRecords as a separate component without requiring it to be part of a Screen, Decision, or Action.
- GetRecords will not have predefined Display Preferences. If a user chooses to use GetRecords in a screen, Display Preferences will be prompted for that specific use case.
- GetRecords can now be reused across multiple screens with different sets of Display Preferences. For instance, you can use the same GetRecords to display only the Last Name on one screen and the Phone Number on another, tailored to the context.
View details for Single and Multiple Records from Screen
Users can now view record details directly from the screen for both single records and multiple records separately. This enhancement enables quick access to record details without interfering with the primary Kiosk workflow. View details for Single and Multiple Records from Screen
Users will need to enable the option to view records while configuring GetRecords to view records details. By default, records will open in a new tab, ensuring the current workflow in the Kiosk remains uninterrupted.
Note: We will not provide an option to open records in the same tab, as this could disrupt the flow and usability of the Kiosk experience.
Users can click on a record to view detailed information in a new tab without affecting their current work.
Multiple Records
When multiple records are selected, users can choose to open each record for detailed exploration in separate tabs. Here, each record will appear as a link. 
Open a Link and Open a Record as new Actions
We have added two new actions to enhance navigation within the Kiosk: Open a Link and Open a Record. These actions provide access to external resources or records while maintaining the continuity of the Kiosk experience and will open in a new tab by default. Open a Link and Open a Record as new Actions
As mentioned above, you cannot open a link/record from the same tab.
- Open a Link: Enables users to navigate to an external URL.
- Open a Record: Allows users to access a record from the Kiosk directly.
Clone Kiosk
You can now clone a Kiosk's active version to duplicate existing configurations for reuse or customization. Users can clone a Kiosk to create variations for specific use cases with changes in the cloned version without affecting the original Kiosk. This eliminates the need to recreate Kiosks from scratch, saving time and effort. Clone Kiosk
Where to Access the Clone Option:
- Inside the Kiosk Builder: Directly clone a Kiosk while editing or reviewing its configuration. OR
- Kiosk List View: Quickly clone a Kiosk from the list view for faster access.
Reorder Buttons in a Kiosk
Users can now reorder buttons within a screen builder. Whether it is to prioritize frequently used actions or to provide easy navigation, this enhancement gives users better control over button arrangement and ensuring consistency across the interface.Users can easily reorder buttons directly within the Left Panel of the screen builder. The updated order will reflect immediately on the right during configuration. This ensures admins can visualize the changes in real time before finalizing the configuration.
Display screens without buttons
In this enhancement, we've also included an option to display screens without a button. Users can simply click the delete icon on the top-left of the button section to remove buttons from the screen.
User Module Support in Get Records
Previously, GetRecords did not support fetching data from the User Module, making it challenging to list and utilize users' input for decision-making.Now, it is possible to fetch and display user information directly from the User Module. This enhancement provides the ability to retrieve the user data for decision-making or to create Kiosks tailored for specific use cases.
For instance, users from the User Module can be selected to direct workflows or assign tasks and to display user data for actions such as sending notifications or updating records.
Logged In User as a Variable in Emails
Logged In User will now be available as a merge value across the email notification component within the Kiosk builder.Users can automatically include the logged-in user as a recipient for email notifications. Example: Send confirmation or action-required emails to the user initiating a process. Logged In User as a Variable in Emails
Email field support in Email Notification Action
Users can now select the email field in the email notification action from GetRecords. Imagine a support team manager manages customer inquiries through a Kiosk. Whenever a support request is submitted, he needs to notify the customer that their request is being worked upon by a support representative. Email field support in Email Notification Action
With this enhancement, he simply needs to configure the email notification action by selecting the email field from GetRecords and the customers would be notified by an email of their request's status.
Email field support in Update Field action
Now, email fields can be modified using the Update Field Action, just like other field types, reducing manual update efforts and ensuring accurate information across processes.For instance, a company’s HR teammanages new employee information using Kiosk Studio. Usually, the HR team would enter temporary email addresses during the onboarding process. However, they require updating a new employee's official email address after IT assigns it. With this enhancement, they can use the update field action to update the email address with the correct email address.
Limit increase for GetRecord field display
In this enhancement, the field display limit has been increased from 10 to 30! You can now display up to 30 fields in the GetRecords table in screens without the need for extra configurations.For instance, a sales manager uses a Kiosk workflow to review customer records before assigning follow-ups. Previously, only 10 fields could be displayed, limiting visibility into key details like contact information, purchase history, and account status.
With the new 30-field limit, the sales manager can now see all necessary details in one view without navigating through multiple screens. This improves decision-making, allowing for faster follow-ups and a better customer experience.
Kiosks will have only two states at any given point of time. There will be a published state and only one draft state.
To enhance usability and reduce complexity, moving forward, a Kiosk will have only two versions at any given time: Draft or Published. Previously, we had an active state and multiple draft versions. This versioning system has been removed to improve clarity and control. Kiosks will have only two states at any given point of time. There will be a published state and only one draft state.
There will be only two clear modes:
- Draft Mode: To work on changes before publishing.
- Published Mode: The live version that is available for users.
That's it for now!
We’re confident these features will make your Kiosk Studio experience even better and help you achieve your goals with ease. Feel free to reach out to us in the comments below if you have any questions or need assistance with these new enhancements.
Take a look at the image below to know about upcoming updates in Kiosk Studio.
Availability : These enhancements in Kiosk are available for all users in all DCs.
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
Serena Woolridge
Haiku Technical Support
Zohoboy
Jeuel
Sunderjan Siddharth
Sticky Posts
Nimble 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 integrationIntroducing ICR in Zoho CRM: Transform your printed text into digital data
From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businessesFlex Your Creativity – A New component to Canvas in Zoho CRM
Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screenPresenting 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 deliversEnrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
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
Ticket layout based on field or contact
Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setupPresenting the brand new Zoho Bookings!
Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latestRestricting Printing
Hi Is it possible to stop users printing documents?Zoho RPA is now available in your Zoho One bundle!
Hello All! Of late, it's been quite a stint of new app integrations in Zoho One. This announcement pertains to the addition of another Zoho application, the most sought-after Zoho RPA - Robotic Process Automation, to the bundle. What is Zoho RPA? ZohoLooking for basic script structure course
Hi, I am not a programmer, but try to learn on my own. I get a lot of good advises in this forum, and thanks, but I tend to ask the same questions since I do not remember comparable answers I already received. Is there a basic course of "scripting structure"Check out in Meetings
Why there is no check out in Meetings of Zoho CRM, very difficult to trackHow to let only account-bound products visible to users
Hello friends, I'm trying to leave only the Products linked to the accounts visible to Zoho Portal users. If the user clicks "All Products," they can open tickets incorrectly for products that do not belong to the account that are registered. Is it possibleCanvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?Add Lookup Field in Tasks Module
Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).RTL Support on iPad
hi I have this issue that when I create notes on my android app [in hebrew] all the text is aligned correctly to the right because I’m typing in Hebrew. But then when I open it up on my iPad, everything is suddenly aligned to the left and there is noSites Speed and Performance Grades
I noticed that there are no recent inquiries or complaints about load speed or performance issues with Zoho Sites websites. However, I wanted to understand what Zoho has done to ensure that speed remains optimized, images are compressed and lazy loaded,Possible to reorder Pipelines position?
I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing PipelinesSet up multiple IMAP email addresses
Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domainZoho CRM Outlook integration: no option showing up even after installation
I followed the instructions on this page to install the add-in: https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/ms-outlook-add-in-for-zoho-crm/articles/outlook-add-in-for-zoho-crm#Understanding_the_add-in But I don't see the options in OutlookNo sync
I have amended a note on my PC, startet syncing but on the smart phne sync starts und runs for minutes. The note amendment ist not shown, but when I go to version the new version is shown but not possibility to accepte the new versionValidating an order by a superior
Hi, I have a very specific use case for Backstage. Let me know if this is possible or how I could get around this (or if there are no workaround). One of my client uses Backstage to manage internal (on site) events. Participants from different departmentsDelete a department or category
How do I delete a Department? Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.Field Validation and Profile restrictions bypassed using Mass Actions
We have a Validation Rule that prevents ticket closure if the "Subcategory" field is blank. This has been working fine, but recently we noticed a few tickets per day somehow being closed without a "Subcategory". Upon further investigation we found theZoho Books - Feature Request - Provide "Show PDF View" toggle on Invoice records
I have noticed it is possible to activate or deactivate the PDF preview on some records but not all. This would be very helpful on Invoices when a custom template is being used and the PDF preview does not represent the output file. Not available on:Dark mode
Because the whole world talks about it and iOS also will get this option. Please make a real dark mode happen. It is very cool to switch the navigational color, but the content always stays in light colors.Changing Default PDF Name
Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory
Hi everyone, I’m looking to automate the sales order creation and confirmation process in Zoho Inventory, along with the automatic generation of picklists with bin-level details. Here’s what I need: Sales orders should be automatically created and confirmedBackstage Roadmap to Most Requested Features
Please provide insight as to ETA for the following: 1. Backstage integration with Zoho Showtime, seems like a no-brainer. 1.a. Why does OnAir look eerily like Showtime integration we must 'pay extra for'? 2. Backstage Integration with Zoho SubscriptionsSpotlight series #7: Path animation
Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animationAssign existing general timelog to a task
Hello, is there a way to assign a General timesheet log to a task? I.e. I have the following General log: General | Log name | 01:30 I'd like to assign it to a task: Task name | Log name | 01:30 Thank you"Error while processing" when I try to send an e-mail
Several times today when I have tried to send an e-mail it tells me that there is an "error while processing." What's that about?Zoho Inventory MobileApp compatible with barcode scanners such as Zebra
Hi, Although the Zoho Inventory App is working with a scanner mode taken directly through the cell phone which I do not consider it as efficient, I would like to know when are you planning an update on the app so it can be compatible with bar code scannersE-Mail auto-complete for deleted contacts
I am having contacts pop-up in auto-complete when I start to type a letter in the TO address line. These e-mail address have been deleted from my contacts. I also have deleted all e-mails from/to these e-mail address but still there address is showingZoho Payroll: Product Updates for India - May 2025
This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC CarryAdd picklist in subform lookup
Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record inHow to validate Rich Text in Zoho Creator! Urgent!
Hi members, Recently I just started to use Rich Text field. Now I have a requirement where I need to validate to ensure this Rich Text field must contain a value. Meaning must contain something. I use the below script if(input.Rich_Text == null) { alertPublic send to group address?
Am I doing something completely wrong or is it not possible for the public to send to a group email address? For example support@domain.com? I'm able to send from support@domain, but am not receiving emails to that address? Thanks for any help![Webinar] Zoho Writer for the manufacturing industry
Creating, sharing, and distributing complex documents are constant challenges in the manufacturing services industry. That's why our next webinar is focused on how to simplify these document workflows. Join us on May 8, 2025, for a Zoho Writer webinarPage HTML to PDF
Hello everyone, I have a pdf template, but because zoho has limitations in the builder. I made the template in aPages. The question is, how to export the pages as PDF? Thank you very much.What to Add in the Redirect URIs for Zoho Books Integration with Make.com
I'm currently setting up an integration between Zoho Books and Make to automate my accounting processes. However, I'm stuck on the Authorized Redirect URIs part and could use some help. As part of the OAuth authentication process, I need to configureAllowing workflows to execute as an admin
Workflows currently seem to execute with the permissions of the logged in user. This is a problem for most of the forms we have where we have hidden fields that perform business logic. If we restrict the permissions of these fields so users can't viewThis user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank youThis domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theAnnouncing Trident desktop app for Zoho Mail & Zoho Workplace users
Hello Community, I hope you are doing well and staying safe. As you know, our Mail & workplace teams have been constantly working on adding more value to our offerings to ensure you and your organization continue enjoying your Zoho experience. As partEmail policy not working?
Hi, I created an email policy called "default", under which I created a "default" entry for the access items (the third icon with the key). I've set everything to "ON" (POP, IMAP, ActiveSync, etc.). But then when I create a new user and check it in Mail Admin -> Mail Accounts, it's really under my "default" policy, BUT ActiveSync and IMAP are still disabled by default like they were before. My only goal with creating a custom email policy is to have these enabled automatically because it's annoyingNext Page