Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

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.

What's New in Kiosk Studio?

Here’s a list of the latest enhancements:

  1. Display GetRecords Without Selection : Now you can display GetRecords directly in a table view, eliminating the need for selection.

  2. GetRecords as a Component : Create GetRecord as a standalone, reusable component for more flexibility in your configurations.

  3. View Record details from Screen : Easily open records from a view, whether for single or multiple records for quick access.

  4. New Actions - Open Link & Open Record : Perform actions like opening a link or a specific record from your Kiosk screen with just a click.

  5. Clone Kiosk : Save time by duplicating an existing kiosk configuration with the new Clone feature.

  6. Reorder Buttons : You can now reorder buttons in your Kiosks for improved user navigation and customization.

  7. User Module Support in Get Records : GetRecords functionality is expanded to include data from the User Module.

  8. Logged-In User Variable : Logged-in users can be added as merge values in Kiosks for a more personalized experience and automation.

  9. Email field support in Email Notification Action : Email fields are now supported as recipients in email notifications, simplifying communication processes.

  10. Email field support in Update Field action : Email fields can now be updated in the update field action.

  11. Limit increase for GetRecord field display : A total of 30 fields can now be displayed in GetRecords or screen components.

  12. 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
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 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.

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.

Notes
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.
Single Record 
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.

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.

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.

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.

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.

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.


Info
Availability : These enhancements in Kiosk are available for all users in all DCs.

    Access your files securely from anywhere

        Zoho FSM Video Tutorials


              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 Billing 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

                                                                                                                        • Create Flexible Layouts with Layout Rules

                                                                                                                          In a project, when a work moves from planning to execution, the information teams need can change at every stage. A project can need one set of details, a phase can need another, and a custom process may require an entirely different set of information.
                                                                                                                        • Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

                                                                                                                          Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance
                                                                                                                        • Zoho Sites after login page blank

                                                                                                                          after i login to zoho sites, it stalls at a blank screen please help
                                                                                                                        • Map My Client Locations for Zoho CRM Extension: Turn CRM Addresses Into Action

                                                                                                                          Hello everyone, Your CRM knows who your customers are. Now, see where they are on the interactive map directly from Zoho CRM. Introducing Map My Client Locations for Zoho CRM, an extension built for businesses that rely on sales visits, field service,
                                                                                                                        • Find the conversions hiding outside your funnel: User Journeys is now live in PageSense

                                                                                                                          Hello Everyone, We are excited to announce that User Journeys is now live in Zoho PageSense. Here is what that means for you. Funnels are great for one thing. They tell you how the path you designed is performing. Homepage to product to cart to checkout,
                                                                                                                        • Zoho CRM Error message #2 : Fixing [Invalid Credentials] and [Authentication Fail] while configuring IMAP

                                                                                                                          Hi Everyone! As a part of our Zoho CRM Error messages series, we're going to focus on couple of error messages that you might encounter while configuring IMAP and ways to resolve them. These are: [Invalid Credentials] [Authentication Fail] The annoying
                                                                                                                        • Zoho Community Digest - August 2026 | Part 4

                                                                                                                          Hi everyone, and welcome back! We're closing out August with a strong final week, from Incentives for Zoho CRM bringing commission management inside the platform to Sequences in Bigin automating customer follow-ups end to end. There's also an IP allowlist
                                                                                                                        • Related Lists: Consolidate cross-module data

                                                                                                                          A new and efficient way to connect your project data across the boundaries of modules, entities, and applications. Introducing related lists to incorporate related records from any module, entity, or external source directly into the detail view of a
                                                                                                                        • Zoho Workshops in Frankfurt a.M. | 07. & 08. Oktober 2026 | Nur noch 1 Monat

                                                                                                                          Liebe deutschsprachige Zoho Community, Nur noch einen Monat bis zu den Zoho Workshops in Frankfurt! Am 7. und 8. Oktober ist es so weit: Die Zoho Workshops kehren zurück und finden dieses Mal im Radisson Blu Hotel, Frankfurt am Main, statt. Wenn Sie Ihre
                                                                                                                        • Billing Status and WO Status Field Colors -

                                                                                                                          Hello Team, I noticed that the colors of the Billing Status and WO Status fields in the WO module have been changed. (Org ID:170000078905) This is not urgent to correct, but I wanted to bring it to your attention so you can check whether this is a system
                                                                                                                        • Need to set workflow or journey wait time (time delay) in minutes, not hours

                                                                                                                          Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
                                                                                                                        • Zoho Forms Submission URL

                                                                                                                          Hi Zoho, It would be great to have a URL which can take us to specific form entries. For example: https://forms.zoho.eu/ACCOUNTNAME/report/FORMNAME/records/UNIQUE-REF I currently have a use case where I want to use Zoho Flow to create a module entry in
                                                                                                                        • Zoho Assist Remote Desktop on Android grey screen

                                                                                                                          With Zoho Assist Remote Desktop for Android when I connect to an unattended device I see only a Grey Screen. It worked fine before. This is a recently issue. I tried to clean data and cache, reinstall app, try and old version... but nothing. Always grey
                                                                                                                        • Integration Multiple WooCommerce Stores

                                                                                                                          Currently, Zoho Marketing Automation supports connecting only one WooCommerce store per account. For businesses managing multiple brands or stores, this creates operational challenges, as they are forced to maintain separate accounts for each store. Suggested
                                                                                                                        • Introducing Smart Fields in Zoho Forms

                                                                                                                          Hello form builders! We are excited to introduce Smart Fields in Zoho Forms - a faster way to add calculations to your forms without writing formulas. Instead of creating multiple fields and configuring complex calculations yourself, you can now drag
                                                                                                                        • Feature Request: Add Sort by Cell Color and Text Color functionality

                                                                                                                          Hello Zoho Sheet Development Team, I am writing to suggest a feature enhancement for Zoho Sheet. Currently, the platform supports "Filter by Color," which is incredibly useful. However, there is no native option to "Sort by Color" (by cell fill or text
                                                                                                                        • MCP for Zoho Sign is not working

                                                                                                                          I'm using the mcp builder at mcp.zoho.com and selected Zoho Sign. I have created it 4 different times but my other mcp servers are working. However, mcp for zoho sign WILL NOT WORK. It throws a 400 error. I've checked everything. I tried with both Grok
                                                                                                                        • Automating CRM backup storage?

                                                                                                                          Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,
                                                                                                                        • Zoho ERP | Product updates | July 2026

                                                                                                                          Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this
                                                                                                                        • Android screen dissapeared

                                                                                                                          While running assist on an android tablet, screen poofs out of existence, have to restart sharing.
                                                                                                                        • Kaizen #229: Email-Deal Associations in Zoho CRM

                                                                                                                          Hi All, Welcome back to another week of Kaizen! Emails are a core channel for customer communication in any CRM system. In Zoho CRM, emails can be associated with records across multiple modules. In this post, we will focus on email associations with
                                                                                                                        • 📣 Ask the team behind Zoho SalesIQ: Summer '26 Q&A

                                                                                                                          Hi everyone! Following our recent webinars, Summer '26 Release: What's New in Zoho SalesIQ—where we walked you through all the new features, what they do, and how they work—and Driving the AI Evolution: Building Smarter Customer Experiences with Zoho
                                                                                                                        • Cross-application Deluge calls fail when application link name starts with a number

                                                                                                                          I encountered an issue when calling a custom function in another Zoho Creator application within the same account. The target application’s URL/application link name began with a number, similar to: 27_example_application The following cross-application
                                                                                                                        • Bank charges

                                                                                                                          Hello, team zoho I have a difficulty, in the form to register the payment of the customer has a field "bank charges" more when registering an expense or payment to the supplier that field does not appear. And I think that's a mistake because in my account
                                                                                                                        • Bank Feeds - Multiple Orgs / Multiple LLCs

                                                                                                                          Hi, We are migrating our books over from another service, and trying to connect our bank feeds. We have 3 separate LLCs, and 3 separate orgs in Zoho Books. We want to connect the bank feeds for each entity to each org. However, when we connect the 2nd
                                                                                                                        • Go Multilingual with Instant Bot Auto-Translation

                                                                                                                          Imagine you run a travel company with customers across different regions. Your website chatbot helps visitors discover travel packages, answers questions, and makes bookings. As your business expands into new markets, you want to offer the same experience
                                                                                                                        • WhatsApp Coexistence

                                                                                                                          Hello, please implement WhatsApp Coexistence, we need to track staff whatsapp chats on their PC and they need to be able to use WhatsApp on their mobile in around the office and warehouse, as we video call customers and send them product pictures. Thank
                                                                                                                        • WORK DRIVE CUSTOMIZATION

                                                                                                                          WORK DRIVE CUSTOMIZATION Create folder for every Case by “Contact Name “in Work Drive under Associate Deals Folder Directory: User Work Drive Accounts: Route Directory Associate Cases Case Name, Case Number Client Upload- Shared with contact (for collaboration)
                                                                                                                        • 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
                                                                                                                        • Vendor payment unexpectedly routed through Prepaid Expenses instead of Accounts Payable

                                                                                                                          Hello, We are investigating an unexpected accounting behavior in Zoho Books. We created vendor bills and vendor payments for two suppliers using what appears to be the same workflow, but the journal entries are different. Vendor 1 – UZ Store (works correctly)
                                                                                                                        • CRM wants to access other apps and services on this device (Documents area)

                                                                                                                          Did anyone else see this today? It only seemed to popup in the Documents area. Blocking it did not stop the ability to upload files there... Why is this coming up and what apps/services is it requesting in the background? Also, is it applicable elsewhere
                                                                                                                        • BANK CHARGES

                                                                                                                          When paying a supplier via credit card we are charged a fee. I process the payment through payments made and then enter the fees in bank charge. However i get this message :  Bank charges are applied. Please select a bank account. And it will not let
                                                                                                                        • Programmatic Itemized Expenses?

                                                                                                                          It does not appear that it is possible to create itemized expenses programmatically (via the API)? Is this correct, or am I misunderstanding the situation?
                                                                                                                        • JOIN with Select and TOP not returning data to results

                                                                                                                          hi when I add TOP to yellow it does not return cl."Id", cl."Date",cl."Outcome", cl."Membership" from the join. Remove it and they appear. The TOP and the ON seem to work as in the number of rows returned. Doing the classic join log table and return only
                                                                                                                        • Zoho CRM Multi-select values not translated

                                                                                                                          Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values.  Please, help me to undestand, is
                                                                                                                        • [Free webinar] Blueprint as a business process engine - Creator Tech Connect

                                                                                                                          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
                                                                                                                        • Allow Email Attachments to Be Opened Directly in Zoho CRM

                                                                                                                          Hi all, It would be very helpful if attachments linked to an email in Zoho CRM could be clicked and opened directly from the email preview. Currently, the attachment names are displayed, but the experience of viewing them is unnecessarily limited. Users
                                                                                                                        • Dashboard Metric Drill-Down Shows Stale Data

                                                                                                                          Summary: When clicking between different metric components on a custom dashboard, the drill-down list shows data from the previously opened metric instead of the one just clicked. Steps to Reproduce: Create a custom dashboard with multiple pre-defined/templatized
                                                                                                                        • Zoho email suddenly stopped working - any ideas to fix this ?

                                                                                                                          Zoho email suddenly stopped working. although got this sent to me Reporting-MTA: dns; mx.zohomail.eu Arrival-Date: Wed, 26 Aug 2026 12:48:05 +0100 Original-Recipient: rfc822; Final-Recipient: rfc822; Status: 421 Action: delayed Last-Attempt-Date: 26 Aug
                                                                                                                        • GCLID and Zoho Bookings

                                                                                                                          Is there anyway to embed a Zoho Bookings signup on a landing page and pass the GCLID information? More specifically, can this be done using auto-tagging and not manual tagging the GCLID? I know Zappier has an integration to do this but is there a better
                                                                                                                        • Next Page