Looking for more ideas? Please check out (and follow) our Kiosk Studio Session posts in the Zoho community!

• 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.

• Session #8 covers viewing subform entries (like invoiced items) without opening a record.
  

1. Screen
   
2. Decision
   
3. Action
   

Screen

Display elements

Text

Queries 

GetRecords

Zia Insights

1. Field prediction
   
2. Competitor mentions
   
3. Churn prediction
   
4. Next best experience
   
5. Zia score
   
6. 
7. Recommendation
   
8. Similarity recommender
   
9. 
10. Best time
    

Fields

Buttons 

Note

1. You can add a maximum of 20 fields in a screen.
   
2. You can add a maximum of four buttons per screen.
   
3. The display elements and fields can be rearranged.
   

Screen Field

The screen field component lets you display data collected in previous screens' fields. This can be used whenever you want to present this data to the user for reference.

 Decision   

Action

1. Field Update,
   
2. Assign Owner,
   
3. Tag < Assigning Tags or Removing Tags,
   
4. Email Notifications,
   
5. Activities < Add Task, Schedule a Call, or Add Meeting,
   
6. Create records < Predefined Configuration or Via User Input,
   
7. Convert,
   
8. Webhooks,
   
9. Functions,
   
10. Open Record,
    
11. Open Link
    

Create Records 

1. While setting up the Kiosk, select Create Record > Via User Input.
   
2. Enter Action Name, then choose the Module and Layout.
   
3. During execution, the Quick Create layout for the selected module appears.
   
4. There is an option to pre-fill frequently used field values during configuration.
   
5. Now, users can enter details directly while the Kiosk is being executed.
   
6. Note: If a user lacks Create permission for a module, this step is skipped, and related values will show as null.
   

Data in kiosks

CurrentRecords    

1. The record detail view page and
   
2. The module list view page (for each record).
   

GetRecords

1. Single record output: A single record will be displayed to the user. Its field values can be used in subsequent screens, decision criteria, and actions.
   
2. Multi-record output: Multiple records will be fetched based on the criteria you've chosen.
   
1. With single selection: Though multiple records are fetched, the user will be able to select only one record. Its fields can be used everywhere that the single record output's fields are used.
   
2. With multiple selections: These allow the selection of multiple records. The selected records can be used in decision criteria or in email notification templates (In the email template builder, under Table > GetRecords).
   

Merge fields

1. GetRecords' fields (CRM record's fields)
   
2. Previous screen's field
   
3. Current record's fields
   
4. CreatedRecord's fields
   
5. A User module field (for data related to the user who's accessing a kiosk)
   
6. Organization fields
   

1. Within screens: Enable Merge from module and press # to pick the field.This allows you to do things like customize your instructions (within the text display element on a screen), display CRM field data for reference, and so on.
   
2. Email templates: When you're creating an email template, you can use merge fields to customize your notification. 

Queries  

1. Screen : Add a query to your screen to retrieve data inputted in previous screens of your Kiosk.
   
2. Decision : Add a query to your criteria component to make decisions from the data retrieved via queries in your screens. Please note that we can add queries to a criteria of a decision component only if it is retrieved in the previous screen of your Kiosk.
   

Add queries to your Kiosk Screen   

1. Click + to add an element.
   
2. Select Screen and click ADD.
   
3. Select Get data via Queries.
   
4. Click New Query.
   
5. Select a query from the list.
     
6. To add a new query, click Add Query and enter the details.
   -- Source : Choose the source from where records need to be retrieved. Either from CRM-Module or CRM-COQL. You can even add your own source.
   
   -- Information : Enter the query name; the API name will automatically be filled. Select the module and related module if needed and choose the fields.
   
   -- Criteria : Enter the criteria based on which the records need to be retrieved.
   
   -- Serializer : Serializer lets you modify your response using JavaScript to use it for further processing. Enter the serializer and click Save.
   
   -- Choose to add Advanced conditions and click Next.
   
7. Once your query is selected, click Next. On the next pop-up, Edit the query name and choose the fields to be retrieved.
   
8. Enter record preferences whether to retrieve single records or multiple records.If the user wants to retrieve a single record, then choose the fields to be displayed and click Save.
   
9. If the user wants to fetch multiple records, then they also have to choose Identifiers. Identifiers are unique fields used to identify any data fetched from multiple records.
   For instance, if a user has fetched multiple records, we can use identifiers to identify each record/ data. i.e to find out what record is used. User has to choose unique field - It can be Lead ID or S No etc.LeadID is the Identifier to fetch Leads data. Enter a selection limit, choose the identifier, choose fields to display, and click Save.
    

Add queries to your Kiosk Decision component
   

1. Click + to add an element.
   
2. Select Decision and click Add conditions based on.
   
3. Select Queries from the dropdown.
   
4. Select a Query from the drop-down, select a criteria, and click Done.
   

Queries Field Limits