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

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. Click Test Run  to access your kiosk from within the Kiosk Studio. You can enter a record ID to refer to the current record.
   
5. Click Publish to publish the kiosk.
   
6. Click Delete to delete the 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. See the version of the kiosk that is currently active. This picklist will hold all the drafts and alternative versions as well.
   
1. Only one of these can be published and used at a time. That version's name will be in this format: Version number (Active).
   
2. A draft's name will be in this format: Draft (Version number). If you choose a draft, you'll have the option of deleting or publishing it.
   
2. Deactivate the kiosk.
   
3. Edit the kiosk. Without clicking this, you'll only be able to view the different screens, decisions, and actions by clicking on them.
   

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

To test your kiosks safely, please create them in the sandbox and then deploy them to the production environment.

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.
   

Your kiosk is now ready for use. Please add it in the places where you want your users to access it.

To associate a kiosk

A kiosk can be used in multiple locations in the CRM. We'll look at the steps to add them in:

Home page

1. Go to the home page.
   
2. Select the home page view where you want to add kiosk.
   
3. Click the more (...) icon and select Add Component.
   
4. In the Add Component popup, select Kiosk.
   
5. Click Next.
   
6. In the Kiosk popup, click Use next to the kiosk that you need.
   
7. In the Add Component popup, enter the Component Name.
   
8. Click Save.
   

By default, the kiosk component will be added towards the bottom of the page. You can click the more (...) icon and select Reorder to place it wherever you need on the page.

Custom buttons

1. Navigate to Setup > Customization > Modules and Fields.
   
2. In the Modules tab, click the module where you want the kiosk to be placed.
   
3. Click the Links and Buttons tab.
   
4. Click +New Button.
   
5. In the Create Your Button page, enter the name and description for the button.
   
6. In the Where would you like to place the button? dropdown list, choose the location of the button to access the kiosk. As of now, kiosks are supported in these locations: Details Page, List View - Utility Menu, and List View - Each Record.
   
7. In the What action would you like the button to perform? dropdown, select Kiosk.
   
8. In the Kiosk popup, click Use next to the kiosk that you need.
   
9. Add the profiles who need to access this kiosk.
   
10. Click Save.
    

Since custom buttons are available in Canvas, kiosks can also be accessed in Canvas pages using them.

Setup page

1. Go to Setup.
   
2. Click Customize Setup.
   
3. In the Setup Layout Editor, click + Menu in a new or existing group.
   
4. In the Menu Properties popup, enter the submenu name.
   
5. Click the dropdown list under the Source column and select Kiosk.
   
6. Click the link icon under the Action column.
   
7. In the Kiosk popup, click Use next to the kiosk that you need.
   
8. Click Done.
   

Once associated, your CRM users can access the kiosk from any of these locations. You can place a single kiosk in multiple locations if you wish.

Canvas record detail page

1. Inside the Canvas Builder, select the Data tab.
   
2. Under Kiosk, you'll find a list of kiosks. Drag and drop a kiosk onto the canvas page.
   
   
3. Click Save.
   

To edit a kiosk

1. Navigate to Setup > Customization > Kiosk Studio.
   
2. Click the kiosk that needs to be edited.
   
3. In the Kiosk Studio, click the Edit button.
   
4. Make the necessary changes. Click Publish.
   

Note

1. Every time you click Edit, you are creating a new version of the kiosk. You can have a maximum of three versions (including drafts). If you already have three versions, you'll have to delete one to edit the kiosk.
   
2. A kiosk can be used only once you've published it and it is active.
   

To delete a kiosk

1. Navigate to Setup > Customization > Kiosk Studio.
   
2. Hover over the kiosk that needs to be deleted and click the Trash icon that appears.
   
3. In the popup that appears, click Delete.
   

Note
You can only delete a kiosk when it is not associated in other places in the CRM. If it is associated, you'll have to remove those associations before deleting it.

1. Kiosk Studio - an overview
   
2. Elements of a kiosk