1. What is the purpose of the kiosk?
   
2. How does the user get this work done now? What are the friction points?
   
3. Where can the kiosk be located to make it convenient for people?
   
4. What are the steps in the flow of the kiosk? What details need to be displayed or collected in each?
   
5. What should be automated and when should the automatic actions be fired? Should updates happen after each step or would I rather have it all done at the end?
   
6. How will I test the kiosk?
   

Manage kiosks

You can create new kiosks and manage existing ones by navigating to Setup > Customization > Kiosk Studio.

On this page, you will find the following:

1. Create Kiosk: Click this button to create a new kiosk.
   
2. Kiosk list: This list will contain all the existing kiosks with details like:
   
1. Name: A name to identify the kiosk.
   
2. Description: A description of the kiosk.
   
3. Modified by: The user who performed the last modification along with the date and time when this was done. Hovering over it will display the user who created the kiosk and when it was created.
   
4. Status: This can be active, inactive, or draft. Once published, you can activate or deactivate a kiosk by toggling it here. Please remember that you can only deactivate a kiosk that is not associated to any home page, custom button, or setup page.
   

Kiosk Studio

The Kiosk Studio is where your kiosks are created. It looks like this:

1. Click + to add an element (Screen, Decision, Action) and start configuring it.
   
2. Set Module if the kiosk is primarily going to be accessed from the individual record of a module. Once you click it, you'll choose a module.
   
1. Once the module is chosen, the Current Record variable will be available in the Kiosk Studio. This lets you access the fields of the individual record from which the kiosk will be accessed.
   
2. In case you access the kiosk from outside a record detail page or a module list view (for each record), the Current Record variable will be null.
   
3. All GetRecords components that have been configured will be listed here. You can edit and preview it from here.
   
4. All Queries related this this Kiosk will be listed here.
   
5. Click Publish to publish the kiosk.
6. Click Test Run  to access your kiosk from within the Kiosk Studio. You can enter a record ID to refer to the current record.
   
7. Click More to see more options like deleting a kiosk. The options here will depend on whether you are creating or editing a kiosk.

When you click Test Run, you are accessing that kiosk from within the Kiosk Studio. All actions will be executed as specified.To test your kiosks safely, please create them in the sandbox and then deploy them to the production environment.

When you open an existing kiosk, the Kiosk Studio will look like this:

You can:

1. Switch between the published version and the draft version.
   
2. View the current module and other components like GetRecords by clicking here.
3. View the different places in the CRM associated with this kiosk. This button will be visible when you've selected the published version only.
4. Test run the kiosk.
5. See other options like Edit, Clone, Deactivate, and Delete by clicking this button.

1. Click  + to add an element in any branch.
   
2. Click on an existing element to Edit or Delete it. For the screen element, you'll also be able to Preview it.
   
3. Click on the left tab to edit the current record's module or edit/delete a GetRecords component.
   

To create a kiosk

1. Navigate to Setup > Customization > Kiosk Studio.
   
2. Click Create Kiosk.
   
3. In the Create kiosk popup, enter the Kiosk Name and Description.
   
4. In the Kiosk Studio, click the + icon and get started with building your kiosk. Please note that the names of the different elements and screens will be used for reference in other places in the kiosk. Hence, these names need to be unique.
   

   
   
   
5. At any point, you can test your kiosk by clicking Test Run. Please note that this will execute the configured actions.
   
6. Once you are satisfied, click Publish.
   
7. Here, you can choose to host your Kiosk in multiple places like on the Home page, Setup page, add them as Custom Buttons, Record Detail View, Blueprint or Canvas of your CRM directly from your kiosk studio.  If you've already associated Kiosks in your CRM account, you can also view them in this pop-up. 
   
   

Blueprint's During transition

1. Navigate to Setup and select Blueprint from under Process Management.
   
2. Click +Create Blueprint.
   
3. Enter the blueprint name, choose a module, layout, and picklist field. Enter criteria and click Next.
   
4. Add states and connect them.
   
5. Add transitions and configure them to be displayed as buttons.
   a. Configure the Before transition to choose who will be responsible for executing this transition.
   b. Configure During transition to mandate Kiosks. Click +Add and select Kiosk. Next, click Associate to add the Kiosk to the blueprint.
   d. Configure After transition to setup actions to be performed.
6. Click Publish to save a blueprint.

Record Detail View

1. Navigate to Leads / Contacts module and select the record for which you want to add a kiosk to.
   
2. Click the (...) more option on the top-left of the contact detail page.
   
3. Select Add Kiosk and click Associate to add kiosk to the record's detail view.