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
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
Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. WithElevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration
Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using WorkflowPresenting 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 deliversNimble 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 integrationZoho CRM: Sales Rep Professional Certification Program on Coursera
We are happy to share that we have published the Zoho Sales Representative Professional Certificate in partnership with Coursera, a leading platform for online learning and career development that offers access to courses and degrees from leading universities
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
How to define different shift timings for each weekday in Zoho People?
Hi everyone, We’re using Zoho People for attendance tracking and need to configure a standard 39-hour workweek that is structured like this: Monday to Thursday: 8 hours per day Friday: 7 hours Currently, our service provider has set up the workweek asadd two date range
Hi, How can I add two date range selections to compare two different column values in a single pivot view? I have attached a snap for your reference.Announcing new features in Trident for Windows (v.1.26.5.0)
Hello Community, Trident for Windows is here with exciting new features to elevate your email communication and enhance productivity. Let’s dive into what’s new! Open .eml files in Trident. You can now open .eml files directly using Trident. This makesAdjust The max character in Specification Field
Is there another way to adjust the maximum character limit for the Specifications field in Zoho Commerce? I need to accept responses with fewer than 200 characters.Customize the Sign In And Sign Up in Zoho Commerce
Is there another way to customize the Sign In and Sign Up in website Zoho Commerce like this i want to customize to edit it like change the "Sign In" word into "Login Zoho Commerce" it is possible or other way to do that?Territories : Deluge and APIs
I am trying to work out how to filter a deluge query by territory eg "SELECT Total_Amount, Stage, Closing_Date, Created_Time, Deal_Name FROM Deals WHERE Stage in (" + varBaseCriteria + ") AND Territory = 'Territory1'" The problem being that TerritoryTidying up messes file system on Site
I'm been given access to a new site that's been managed by several different people over the years, each with different ways of managing images and files. If I move an image from one folder to another, it shows a missing image icon on the site's page.Move Archive Button in Zoho Mail to Main Toolbar?
Is there a way to add the Archive Button to this tool bar so I don't have to click the three dots every time?Introducing Bigin 360: Our new pricing edition with increased feature limits and pre-installed toppings
Dear Biginners Club, Today, we're pleased to launch a brand-new pricing edition called Bigin 360, our highest pricing edition that will sit on top of Express and Premier editions. It's been over four years since our launch, and we're receiving some greatURL field display value
Is it possible to give a URL stored in a project a display value, rather than showing the whole url? I have a lot of projects connected to issues filed on a separate site, each with a distinct URL. For example: https://bugs.koha-community.org/bugzilla3/show_bug.cgi?id=40000need payment link excl. TDS Amount.
Dear Team Zoho, Kindly generate a payment link excluding TDS amount. So that TDS can be submitted through portal. Thanks & Regards, Arijit S.CRM is very slow now
CRM is very slow now. Plz check ASAPAccess error when running invokeurl
Hi, I'm running the following code: string standalone.test_api() { LoroToken=zoho.crm.getOrgVariable("LoroToken"); info "LoroToken:"+ LoroToken; headersMap = Map(); headersMap.put("Authorization", "Bearer "+LoroToken ); headersMap.put("Content-Type",Disable Column Freeze in PWA View but Keep It on Desktop — Zoho Creator Reports
Zoho Creator offers a useful feature to freeze up to two columns in a report view, which works well on desktops. However, our users access the app on both laptops and mobile devices, and freezing columns makes reports nearly unusable on smaller screens.How do I add more space to a note in ‘draw’?
I’m taking handwritten notes using the draw note, but I don’t seem to be able to scroll down to get more room on the page. How do I make more room to take notes?Overtime per week vs. per day
In the United States 90% of the states calculate overtime as working more than 40 hours per week. It appears that Zoho People can only calculate overtime per day. How do we fix this? Here is an example: Mon 8 hours Tues 7 hours Wed 9 hours Thur 8 hours Fri 8 hours ----- Total 40 hours (no overtime) However, Zoho people says 1 hours of overtime because the employee worked 9 hours on Wednesday. Maybe I have something setup wrong in Zoho People?Add Hebrew Language Support in SalesIQ Idle Chat Handling and Reminders
Dear Zoho SalesIQ Team, Greetings. We would like to request the addition of Hebrew language support in the Idle Chat Handling and Reminders functionality within Zoho SalesIQ. 🗣️ Background & Use Case Currently, we have successfully configured our Zobotnotebook synchronization - problem
Good afternoon, Since yesterday when trying to create a new notebook, it does not let me and when creating the notes they are not synchronized with the cloud, I think the error may be with the encryption of images because in the pages appears the imageNotebook 3.5.0 -- Sort order Name A-Z not working
Just updated to Notebook 3.5.0 on Windows 10. Sort order by Name, A to Z is backwards, like Z to A. Selecting Z to A still works as expected.Stay organized with chat-to-ticket timers
Hi there! Ever lost track of a customer’s message? Or found yourself scrolling through long chat threads trying to figure out what’s what? Setting up a chat-to-ticket timer can help. It decides when a reply should stay in the old ticket or create a newNew notecards not syncing across devices
Hi, I'm having the same problem where my notes are not syncing from my Android to my laptop. Please helpPlease add custom sort in Windows ver. of Notebook!
Dear Zoho, I love the custom sort (drag and order notes) in the Android version of Notebook, but when I sync onto the Notebook on Windows, the note orders all get messed up because it doesn't support custom sorting yet. This makes it impossible to doFormula to return string "WK 26 - 6.2.25 - 6.8.25
Here's what I've got but syntatic failure: if(not(isnull(${Deals.GS_Due})), "Week " + Tostring(ceil(dayofyear(${Deals.GS_Due}) / 7)) + " - " + Tostring(month(${Deals.GS_Due})) + "." + Tostring(day(${Deals.GS_Due})) + "." + Tostring(year(${Deals.GS_Due}))Introducing LeadChain in Bigin to sync leads from Social Ads easily
We're excited to introduce a new topping in Bigin called LeadChain by Zoho Social. LeadChain instantly syncs lead information from social media lead ads to Bigin, making it easier to turn them into customers. It also helps you send conversion data backTemplates Access
There should be an option to grant users access to templates but not allow them to edit/delete templates. In setup there is only one tick option for templates. This will give any user access to view as well as delete/edit. This doesnt make sense as theyGenerate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.Power of Automation :: Autocomplete the Project upon Task closure.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:Unable to send email through Gmail
So I had a custom domain email from Zoho and I was able to send emails from this account through my gmail. 2 days ago I added another user. This user is not able to receive any emails, that's the first issue, moreover, even though I haven't changed anything else other than adding this user, now I am unable to send email through my gmail account with the first user either! I have opened a case with priority "I am stuck, need assistance", haven't got a single reply in about 36 hours. I am unable to"Invalid Credentials(Failure)" when configuring IMAP (Outlook)
Getting the below response when attempting to configure Zoho mail in Outlook 2016: Notes (what I've done so far): Zoho mail on web client is working with no issues. Though I was certain the username & PW were correct (was using same credentials on web client as I was attempting to utilize in Outlook 2016), just in case, I went ahead and changed my password on the web client and re-attempted Outlook configuration; same error response. IMAP for my email account was enabled on the web client (and POPCustom service report or Zoho forms integration
Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a differentPre-fill Email field on Zoho Forms
Hello there, How do we automatically pre-fill the email address field of a Zoho Form from the data that is in CRM? Thanks, JoelWebhook Trigger for New Messages in Cliq Channels
Hello, I would like to request a feature to enable webhook triggers when a new message is added to a Cliq channel. This functionality would allow us to seamlessly send important information from Cliq to other relevant systems. This webhook trigger canUnable to add subdomain email account under the main email account
Hi, Is it possible to add a subdomain email account, like sky@agent.rebrightrental.com from the Admin Console of admin@rebrightrental.com in Zoho Mail? Or is that not possible? I want to create at least 3, like oak@agent.rebrightrental.com, bliss@agent.rebrightrental.com,How to delete a large number of emails
Since no one else seems to be asking this, there must be something in the zoho mail interface that I am failing to see. Not looking for an automatic method. Instead, when I sort email by sender, I want to be able to select all emails from a sender andwant to renew my account
I am not getting email - it seems renewal of account is required. pls check and advise how to renew the account and what would be the chargesMail app and desktop on chrome not syncing properly.
Yesterday I spent a significant amount of time on the computer moving emails to different folders, and deleting several. This morning, I realized on my zoho mail app it still showed all the emails in the inbox. Nothing had synced. I couldn't find a syncCan't connect to Thunderbird
Setting up Thunderbird I get an error message: "Unable to log in at server. Probably wrong configuration, username or password". The password and email address are definitely correct as I used them to log in to webmail. My settings are definitely correctCan't receive emails, but can send
I setup a mail using the domain @shopik.io. I set this up using the correct CNAME record on Namecheap. When I tried to send a test mail from my Gmail account it was not able to send and I got the following error; The response from the remote server was:Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime
Hello i'm unable to send any email because i keep getting this error Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime i have literally sent less than 10 emails today i'm not sure why i'm getting thisPartial refunds
I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about thisNext Page