View subform entries without viewing a record in Zoho CRM | Kiosk Studio Session #8
In a nutshell
Have you ever wanted to take a quick peek at a record's subform?
Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order.
Let's say you're viewing your list of invoices in Zoho CRM and there's a button next to an invoice. When you click it, you see the invoiced items (subform entries) for that invoice—and you can do the same for every invoice in the list. And imagine you can quickly add a subform entry or delete multiple entries—all without ever opening a record.
With Kiosk Studio, you can now quickly build this for your CRM users.
Want to replicate this option in multiple modules? Simply clone the kiosk and rework it to suit each module. Easy work with Kiosk Studio!
Have you ever wanted to take a quick peek at a record's subform?
Examples might be invoiced items in an invoice, ordered items in a sales order, or purchased items in a purchase order.
Let's say you're viewing your list of invoices in Zoho CRM and there's a button next to an invoice. When you click it, you see the invoiced items (subform entries) for that invoice—and you can do the same for every invoice in the list. And imagine you can quickly add a subform entry or delete multiple entries—all without ever opening a record.
With Kiosk Studio, you can now quickly build this for your CRM users.
Want to replicate this option in multiple modules? Simply clone the kiosk and rework it to suit each module. Easy work with Kiosk Studio!
Hello everyone,
Modules in Zoho CRM often contain subforms, which are collections of individual entries related to the specific module you're looking at. For example, records in an invoice module might contain the products/services for which each customer has been billed, all added as entries in a subform, along with other details like quantity, list price, and so on.
In the past, working with a subform has usually involved opening a record, scrolling down, making changes, saving them, and then returning to the list view. Doing that for multiple records ends up in a slow workflow for your end users.
Speed it up with Kiosk Studio
What if you could add a button that made the following possible?
- Click the button and instantly see the invoiced items tied to that invoice.
- Need to add a new item? Do that right there.
- Want to remove one or more items? Select and delete—again, without opening that record.
You can make this happen with Kiosk Studio. Let's look at how.
Scenario
Members of your finance team open the Invoices module and are surprised to see a new addition. Next to each invoice is a button: “View Invoiced Items.”
They decide to try it out:
Your teams can zoom through their workflows and make small changes quickly—all thanks to this new button. You can even clone this kiosk for other modules, like Sales Orders, Quotes, and so on.
Behind the button
The button that you see in the UI is connected to a kiosk.
Let's see how this kiosk is configured:
As you can see, we can quickly configure the kiosk using elements like GetRecords, Screens, and others.
The code for the adding and removing subform entries is attached to this article. Please note that the code in these files will give you a rough idea of what to do, but you'll have to tweak it and make it better before you use it in your account.
The code for the adding and removing subform entries is attached to this article. Please note that the code in these files will give you a rough idea of what to do, but you'll have to tweak it and make it better before you use it in your account.
New to Kiosk Studio? Get up to speed quickly by checking out the following resources:
- For a basic overview, check out Kiosk Studio: An overview.
- If you'd like to learn more about the various elements found in kiosks, check out Elements of a kiosk.
- For instructions on how to create and embed kiosks, see Working with Kiosk Studio.
- If you run into difficulties, submit a ticket and get help from our support team.
Check out previous Kiosk Studio session posts here:
- Session #1 covers how to view customers from the same industry.
- Session #2 covers how to build a call script kiosk.
- Session #3 looks at streamlining appointments.
- Session #4 shows how kiosks can simplify sales for bank employees.
- Session #5 helps you review loan applications quickly.
- Session #6 packs an entire service request workflow into a single kiosk.
- Session #7 helps you create your own convert feature.
Got a Kiosk Studio success story or creative use case? Share it in the comments—we might feature yours in an upcoming post!
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Kiran Karthik P
Sticky Posts
Enhancement announcement: Mitigate mailbox clutter using the new field: "Sync emails from"
Dear Customers, We hope you're well! We are here with a minor enhancement in email integration in Zoho CRM. Emails have become the primary mode of communication these days. Because of which mailboxes are getting overly cluttered day after day. To helpStop by and explore our six updates in ABM for Zoho CRM
Dear Customers, We hope you're well! ABM for Zoho CRM is built to sharpen your database so that you engage with the right set of customer accounts. To fine-tune it further, we have six new updates: New access location for ABM Refined account entry criteriaEnhancement in Zoho CRM: Introducing New Return Types for String Fields Based on Character Length
Dear Customers, We hope you’re well! In Zoho CRM, formula field with string return type is used in various scenarios where text is involved like concatenating customers’ first and last names, trimming characters from texts, performing find and replaceImportant update: Zoho Analytics handling for CRM Ultimate customers
Dear Customers, As part of our value maximizing efforts, Customers choosing our Ultimate plan were getting Zoho Analytics, our advanced data analytics software in Premium edition at free of cost. This premium edition Analytics that comes with Zoho CRM’sKaizen #242 - Enabling In-Context Order Creation from Deals Using SlyteUI
Hello everyone! Welcome to another interesting Kaizen post. Today’s spotlight is on SlyteUI, the new UI builder designed to create powerful, intuitive user interfaces in minutes. Built for speed and simplicity, SlyteUI empowers teams to deliver high-impact
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
Print checks for owner's draw
Hi. Can I use Zoho check printing for draws to Owner's Equity? This may be a specific case of the missing Pay expenses via Check feature. If it's not available, are there plans to add this feature?Reconciliation: don't auto-select transactions outside the entered Period
When initiating a reconciliation for a defined Period (say April 1 to April 30), Zoho Books auto-checks transactions whose Statement Detail dates fall after the period end date. With "Show based on grouped bank statements" enabled (the default), the screenTopics not loading in individual contact records in Zoho Marketing Automation
When working correctly, an individual contact record in ZMA shows a "Topics" section in the "Subscription" tab of the individual record. However, in 2+ different Zoho accounts and different browsers, the "Topics" section doesn't load and instead it spinsCan't view nor download attachments
Me and a number of people I know suddenly stopped being able to either view nor download attachments that arrive in new emails we receive since this morning. Older emails work just fine and we can download/view them. Zoho Mail states the it wasn't able[IDEA] Bring Layout - Conditional Rules and Client Scripts to Zoho Books
The problem We run Zoho Books with two e-invoicing integrations: myData (Greek tax authority, AADE) and PEPPOL (EU e-invoicing). Between the two, our Invoice form carries a large number of custom fields — document type codes, VAT exemption categories,Linking the Overview window between reports on a dashboard
Is there a way to link the Overview window for two or more charts on a dashboard? We have several dashboards where users often want to set the window for 3 or 4 reports to the same time period. Doing it manually is time-consuming and cumbersome, but ISubforms and automation
If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM"code":3001 ["Failed to update data."]
I would like to seek your expertise - I might be wrong on my approach also.. I highly appreciate your advice. 1 problem remains is when a new row was added on the existing one [from another form that trigger upon Successful form submission ], it getsBUG: If you put "Blueprint" at the top of Workqueue, tab switching leads to long loading and no display
WORKFLOW ISSUE: Zoho Finance Extension
Workflows are no longer triggering in my extension. This is true for the testing environment and 5 other organizations it is installed on. There are no conditions set for the workflow, and this is true for both create and delete related actions. WorkflowsDisplaying only unread tickets in ticket view
Hello, I was wondering if someone might be able to help me with this one. We use filters to display our ticket list, typically using a saved filter which displays the tickets which are overdue or due today. What I'd really like is another filter thatDrive Zoho CRM adoption and usage through our native integration with Zoho DAP
You chose Zoho CRM for its depth: its powerful automation, its rich analytics, and its extensive customizability. But there's a hidden last mile in every rollout: the gap between the software's capabilities and your team's daily execution. When new hiresMoving from Office365 to Zoho Mail
I have few mailboxes on Office365. One of the mailbox is coming up for renewal. How can I move this mailbox to Zoho Mail and continue to have other mail boxes continue to use Office365 mail? Thanks, -NaveenBest sales insights for target accounts?
Question for all the sales power-users out there: I would like to gain insights from Zoho CRM for a rotating list of target accounts. Each Outside Salesperson has 5 target accounts, and they can change these targets quarterly with management approval.WhatsApp Vendors
Hello, so WhatsApp works with the below, mainly with the customer side modules. Can we get functionality on the vendor side modules? WhatsApp is often the preferred method of communication with some vendors. Credit Notes Payment Receipts Sales ReceiptsText on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.
I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor butTime Zone is incorrect
Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.SalesIQ's Summer '26 Release: For The Moments That Matter
Every customer journey is made up of moments. The moment someone discovers your business. The moment they need help. The moment you decide to reach out. The moment a simple chat turns into something more. And the moments that continue long after the conversationOver-the-Air (OTA) Updates for V3 Attendee Apps | Zoho Backstage
Imagine discovering a critical bug or a last-minute schedule change right before a major event, but knowing it will take 24 to 48 hours just to get an app store approval. That stress is now a thing of the past. We have officially rolled out Over-the-AirPlease Remove the Confirmation Popup
Currently, every time a recruiter changes the status of a candidate in Zoho Recruit, a popup confirmation appears that requires clicking “OK, Got it” before proceeding. This creates unnecessary friction in the workflow, especially for users handling highZoho Projects: Q2 Updates 2026
Dear Users, During the first quarter, we launched our most advanced version of Zoho Projects, namely Zoho Projects Infinity. With support for Custom Modules, Custom Dashboards & Reports, along with built-in AI tools, we enabled users to create their ownOverview on users IMAP settings
We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to updateWhat 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 stillcrm to books
We currently sync CRM Contacts to Zoho Books Customers using two-way sync. We now wish to change to "Accounts & their Contacts". What happens to existing Books customers? Will they be merged with CRM Accounts, duplicated, left unchanged, or recreated?Is there any way to have Dataprep ingest RSS?
As stated by the title. Does the Zoho environment offer tools that I can use to, directly or using workarounds, have Dataprep ingest an RSS feed? ThanksAlternate color rows
After I changed the background color to a dark gray and changed the alternate rows to a light gray. I have discovered that I can no longer change the text in the light gray rows to Bold.Tax/Vat Number Field As Standard - Customer & Vendor
Hello, when are you'll going to have the customer & vendor tax/vat number as a standard field under the relevant profile pages? I find it strange that after 6 years of using Zoho Inventory that I still have to use a custom field for a tax/vat number,Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?
I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?Restricting coupon codes and plans to specific customers
Having the ability to restrict coupon codes, plans and add ons to specific customers (new or existing) e.g. sending an invite link out to a certain customer or allowing a certain group of customers the ability to use a certain promo code or sign up toCoupon Management Lacks functionality
Hey Zoho Team, Let me start of by saying I'm a huge fan of the entire Zoho suite. I have a couple of thoughts about the way coupons are handled and believe there they are in need of some improvement. There are a couple of key issues: 1. Coupons need toFree Webinar Alert! Zoho Mail + Zoho CRM: Turn inbox replies into CRM deals
Hello Zoho Community! Are your sales conversations happening in Zoho Mail while your customer data lives in Zoho CRM? Join our upcoming webinar to learn how integrating the two can help you automate follow-ups, capture leads faster, and keep every customerAssign account to a ticket created with WebToCase
We use Zoho Desk. Our large client uses WebToCase form to submit tickets. I have two workflow rules: When a contact is created and its email ends with example.com, it runs a custom function, which assigns the new contact the right account Example withIntroducing the Employee Portal for internal job posting
Employee referrals and internal applications are one of the most trusted hiring channels. But in many organizations, employees only hear about openings through messages, word of mouth, or after the role has already been open for a while. When employeesConnect ZOHO social with Google Data Studio and download data from ZOHO social
Dear ZOHO team, I am writing this message to enquire about how to connect ZOHO social with Google data studio since our company would like to use Google data studio to generate reports. Is it a way to download data from ZOHO social? Best regards, ChrisMarketing Tip #42: Keep policy pages updated and accessible
Policy pages may not be the most exciting part of your store, but they play a big role in building trust. Before buying, many customers look for information on shipping, returns, refunds, privacy, and terms. If these pages are missing, outdated, or hardExtend the Image Choice Field
Hi, The New Yes/No field is great for what it does, and the Image Choice Field is good but could be better with some functions from the Yes/No field. Take an example, rather than just Yes/No you want Yes/No/Maybe (Or more than 3 choices), but unlike theMigrate from Zoho Mail to G Suite
I am unable to find any documentation on how one can migrate from Zoho Mail to another platform, like G Suite or Office 365. Please point me to the right documentation. Thank you.Help: Capture full page URL in hidden field when same Zoho Form is embedded on multiple pages (iframe)
Hi all, Goal Use one Zoho Form across multiple pages and record the exact page URL (incl. subdomain + path + hash) where the user submitted it. Example pages: https://www.example.com/cargo/ https://www.example.com/cargo/containers/#contact https://cargo.example.com/auto/The All New Attendee App | Zoho Backstage
The Zoho Backstage attendee app is the primary touchpoint for attendees, speakers, exhibitors, and sponsors during an event. It helps participants access event information, manage their schedules, connect with other participants, engage with exhibitorsDepartment Customization Copy/Paste
Hello! I love the new customization of the layouts, rules and templates! However, we have several "departments" that operate similar and as I'm updating either ticket layout or workflow rules, I'm finding that I have to do it in each department. I wouldNext Page