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
Elevate 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 universitiesEnhancements 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. With
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
low quality videos
when in puplish videos or reel in social media platforms it pulished in low qualityUsing Zoho Forms vs Zoho Survey
Hello - I'm looking for advice on whether to use Zoho Survey or Zoho Forms for our small non-profit. We have a Zoho One subscription, so have access to both. The main use case at the moment is application forms for our professional development programs.Kaizen #200 - Answering Your Questions | Authentication using Zoho CRM Python SDK
We’re incredibly excited to bring you the 200th post in our Kaizen series! This journey has been as much about listening as it has been about sharing. And today, we’re making both count. Over the past few weeks, we’ve collected your feedback through theZoho CRM sync
Just wondering if the plan is for the Zoho CRM implementation to always be just an import and not a sync? At the very least, a one-way sync that kept the data in Tables up-to-date would increase the amount of usecases, but ideally the option to two-wayAdd serial number in print page list
How can i add serial number in print page for every entries?Trying to Delete records from Creator not found in CRM
Hi, In the following script, I am trying to delete records from Creator not found in CRM, but I am getting the error message "Error at line number: 55 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression". PleaseCan't login to Zoho mail
I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a fewREST API for Branch and Budget
Hi Team, Can you please guide me with the appropriate rest API documentation for fetching Branch and Budget details?STOP FRAUDULENT TRANSACTION IMMEDIATELY
I DID NOT AUTHORIZE THIS TRANSACTION OR RENEWAL, STOP IMMEDIATELY CHARGING MY CARD I CAN NOT CONTACT SUPPORT, NO ONE IS AVAILABLE ON CHAT PAYMENT ID RPCW2003260759193Best way to handle a credit card download fiasco
Hi there, hoping that someone knowledgable with book keeping can give me the answer here. One of my credit cards has been integrated with Zoho books and we have been downloading transactions with no issue. The credit card got compromised and was usedWhen Opening Zoho Mail I always get a Tab with an error (See attached image)
Everytime I open Zoho mail I get this. It is trying to open a deleted email. I already tried going to Settings > While Starting up Changed that option back and forth but this persists. Its annoying. Other than that I love this. Any help would be appreciated.Pre-Registration - Suggestion
Suggest to add a Pre-Registration feature for non-scheduled events. Scenario is that we have a training academy and would like to collect pre-registrants prior to an actual scheduled event so we can use this as a basis for demand management and scheduling of new events for those expressing interest.Not all messages showing in folders in iOS mail.app
I have a bunch of emails filed in various folders. Those folders are showing all of the emails in them on Zoho.com and in the Zoho Mail app on my iPhone and my iPad. They also all show up fine in Mail.app on my Mac. The problem is that certain (not all)Where do the 'Archived' mails go?
I have hit 'Archive' on quite some mails I still needed, but didn't want in my inbox anymore. I obviously thought 'Archive' is not the same as 'Delete', since they don't even pass the trash folder this way, and right now I was looking for one of thoseSignature image size changing on replied emails
Hi, Sometimes I see the size of the image I use as signature changes when I open replied emails. Do you know why is this happening? It doesn't seem to happen when I send emails to Gmail though. Signature should look like in attachment "Signature_normal.jpg"Não consigo enviar emails. "Razão:533"
Não consigo enviar emails. "Razão: 533 Relaying disallowed. Invalid Domain" aparece e me impede de enviar emails... Como resolver o problema?Error when setting up IMAP access in Gmail
Hi I set up POP3 access via Gmail for my Zoho-hosted domain email. I just tried to change it to IMAP access, however when inputting the settings I received the following error message from Gmail "Missing +OK response upon connecting to the server: * OKZoholics Europe 2025: Unlocking the Power of Zoho CRM : A Hands-On Workshop
Why should you attend? At Zoholics Europe 2025, Zoho’s official user conference, you’ll have the opportunity to connect directly with experts and explore powerful tools that help businesses elevate customer experiences. Be sure to attend one of the most"Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook
Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3How do I delte a mailbox alias
Hi everyome, I have created a mailbox alias on one of my accounts, but I can't figure out how to delete it again. When I go into the control panel on my super-admin account and click on user details and the settings for the user, I can see the mailboxAllowing vendors to Upload Purchase Invoices against Purchase Order
Work Flow: Once Project is executed, We send Purchase order to every Vendors asking them to Share the invoice against the same. Most of the time Vendors Send invoices through Mails but our Finance Team miss to book those Purchase Invoices in Zoho Books.Deluge - forward incoming email with original attachments and content but new subject
I'm working in ZohoMail with a 10GB paid account. Using a filter and a custom function, I can send a new mail with the original email content and a new subject, but I'm struggling to find how to attach the original attachment to a new mail - or even toError: "The conversation window has expired." on WhatsApp
Hello, I would like to know why this error appears in the messages within WhatsApp from the CRM: "The conversation window has expired." The question arises because a potential client sent us a message at 11:00 PM and we are responding the next day atHow to Sync Desk KB and Sales IQ KB?
Hi, we have just started to use Desk and are using the SalesIQ Chat. Ideally I'd like to use the 'FAQ' feature on chat (which uses SalesIQ KB) and also allow our customers to use the self-service KB that comes with Desk. Unfortunately they are two differentNeed help! Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked.
Hi Zoho team My account name is senpai.atelier, it’s been few days I can’t send Emails with the same error messages. I’ve raised the issue to support@zohomail.com that doesn’t respond to my query. I wonder if you may help troubleshooting soon.Zoho arrives to Spam on all Microsoft Accounts (Outlook, Hotmail, Microsoft 365)
I believe this is a very serious issue. All my email accounts in Zoho arrives straight to SPAM. Thing is, a lot of clients rely on email arriving to Inbox, specially on Microsoft Accounts since it is used a lot both for business and personal email sending.Registeration
I just added the TXT code. What next?Cannot receive password protected zip files
Hello, I cannot received a password protected attachments. Also all my members in the same domain has the same problems. Can you please help me? Best regradsERROR 554 5.1.8 Sender Address Blocked code(554)
We have an email with Zoho ( comercial@bruiser.com.br), but, when we try associate the account in GMAIL, the server shows this message: 554 5.1.8 Sender Address Blocked code(554) I see this error appear when the limits of returns exceded 10 messages,How do I associate pricebooks to a customer?
I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebookZoho mail stopped receiving emails
Our email are stopped to receive outsider email. i have checked the DSN, it's pointed to ZOho mail. Can anyone help me to fix this issue urgently? Thankssend email from web application
Hello, I'm experiencing an issue with sending emails from my web application. Here are the configuration parameters currently in use: ini Copia Modifica quarkus.mailer.from=noreply.sedis@mondonovo.net quarkus.mailer.host=smtp.zoho.com quarkus.mailer.port=465Custom CSS in Zoho Form
Hi, Please let me know, how we can add custom css in Zoho Form. ThanksZoho Recruit
Getting this issueMissing Email
We recently started using ZohoMail we migrated our users from google workspaces. The migration process seemed to have gone smoothly however not all emails are showing in the inbox folder. For example: If I sort the inbox folder from old to new. (OldestClient Script Quality of Life Improvements #1
Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on SubformAccount blocked after accessing via VPN
All my accounts are blocked after using a VPN. I have submitted multiple support tickets without response. It’s critical that my email be restored asap Can you please provide a way to unblock my accountsExchange Rate Updates
Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!Courses without signup
Can I create "real" public courses where no signup is needed?Espace Sandbox – Votre environnement de test sécurisé dans Zoho Projects
Zoho Projects propose un sandbox sécurisé pour tester des configurations, des personnalisations et des modifications sans compromettre les données en production. Note : Disponible avec le plan Enterprise le plus récent basé sur les utilisateurs (y comprisNext Page