Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

Announcing Kiosk 1.1 - Customize screen titles, configure new fields & actions, use values from your Kiosk to update fields, and more.

Hello all


We are back again with more enhancements to Kiosk. So what's new?


Enhancements made to the Components

  • Add titles for your Kiosk screens and adjust its width to suit your viewing preferences.

  • Three new fields can be added to your screen: Percentage, URL, & Decimal

  • Edit the default path's name of your Kiosk in the decision component.

Enhancements made to the Actions

  • Convert, Add Meeting, & Add Calls actions can now be configured in your Kiosk.

  • Merge any value from your Kiosk screens or from CRM data using the # Merge Field function in the field update action.

  • Select values from existing data in the picklist fields, multi-line fields and check box fields in the create record action.


Let's dive into the details below.

Add titles for your Kiosk screens and adjust its width to suit your viewing preferences

  • Screen titles can help grab attention and set the tone for users interacting with your Kiosk. You can customize the screen title to match the purpose of your kiosk. Choose to either use the component's name as the title, set a new title, or leave it blank.
  • Configure the screen width to either 670 pixels or 1000 pixels. A screen width of 670 pixels is recommended for popup windows, while a screen width of 1000 pixels is more suitable for a larger display preference.


Percentage, URL, & Decimal : The three new fields that can be added to your Kiosk screen

In CRM, Kiosks give you great flexibility to collect and display data on your screens to your users. You can now add the Percentage, URL, and Decimal fields to your screens in addition to those already available. Read this article to learn what fields are available to be added to your screens.


Decimal

Use this field to allow users to enter number values as decimals in your Kiosk screens. You can choose to define the maximum digits allowed and the number of decimal places that can be displayed. Also choose to merge any value from your Kiosk, be it from screen fields or data you get from the CRM system, mark it as a mandatory field, display it with number separators, and show a tooltip for users to get a little more understanding.

Percentage

Use this field to allow users to enter a percentage value into your Kiosk screens. You can choose to merge any value from your Kiosk, be it from screen fields or data you get from the CRM system, mark it as a mandatory field, and show a tooltip for users to get a little more understanding.

URL

Use this field to allow users to enter a URL in your Kiosk screens. You can choose to merge any value from your Kiosk, be it from screen fields or data you get from the CRM system, mark it as a mandatory field, and show a tooltip for users to get a little more understanding.


Edit the default path's name in your Kiosk's decision component screen

You can now customize the default path name in the decision component of your Kiosk to suit your preference.

Convert, Add Meeting, & Add Calls : The three new actions that can be configured in your Kiosk

In your Kiosk, you can set up actions to be displayed to users or save data from users in the CRM system. In addition to the available actions, you now have the option to convert a lead to a contact, schedule a meeting, or arrange a call with users interacting with your Kiosk.



Convert

Use this action to convert your records in the Kiosk screen. Say you have created a Kiosk for the new leads in your CRM system - New lead Kiosk. You can now use the convert action to convert those leads to contacts when a record has been updated. You can also create a new deal for the newly converted leads and use the CRM system to follow up with the contact.



Add Meeting

Set up meetings with users who interact with your kiosks. Let's say you have a Kiosk setup for customers who've purchased your product. You can now schedule meetings with them from your kiosk as soon as they have completed a purchase. You use this action to provide a demo of your products or provide additional information if needed.



Schedule a call

You can use a Kiosk screen to schedule calls with users interacting through a Kiosk. For instance, if you have set up a Kiosk for new customers, you can schedule calls to provide them with a product briefing, clarify any doubts, or inform them about new features.



Merge any value using # Merge Field from your Kiosk screen or from CRM data in the Field Update action

Previously, the field update action allowed you to update the field values of only the current records. It was not possible to update field values using existing data from your Kiosk screen or the data collected through the GetRecord function. This limitation created a roadblock, impacting the overall effectiveness of the Kiosk feature by not giving users the ability to work on various scenarios where they needed to merge values from existing data in their Kiosks.


Now, you can use the # Merge Field function to merge any value from your Kiosk screens or values from the GetRecord function in the Field Update action. Let's say, you have a Kiosk for new leads - New lead Kiosk. Your aim is to get data from the lead to determine if they are interested in purchasing your product. If they are, you wish to convert them into Contacts using the Convert action. During this process, you may find that multiple leads already exist in your CRM system. In such cases, you want to update the lead status of these existing leads using the data from your New lead Kiosk screen. To accomplish this, you can utilize the # Merge Field function to merge the lead status values from the New Lead Kiosk screen and update those values as the current value for the existing leads.


Select values from existing data in picklist fields, multi-line fields and check box fields in the Create Record Action

Previously in Kiosk, you were limited to selecting values from the current data for picklist fields, multi-line fields, or check box fields when you configure a Create Record Action. This limited the possibilities of users being able to create Kiosks for numerous different scenarios.


Now, you can select values for picklist fields, multi-line fields, or check box fields from either current data or existing data for the Create Record action in your Kiosk. To accomplish this, we have introduced Static and Reference selection options for these fields. To use values from the current data, choose the Static option. To select values from existing data using merge fields, you can choose the Reference option.


Imagine you have a Feedback Kiosk designed to collect customer feedback. Your aim is to gather feedback from users who have interacted with the first screen of the kiosk. This initial screen collects information such as the user's name, email address, and country. Your "create record" action will feature similar fields, allowing users to input their email address, country, and provide their feedback in a text box. Additionally, you can offer users the option to opt out of receiving future emails. This information can be retrieved from the first screen using the # Merge field function from the Reference option. This eliminates the need for users to re-enter their details and thereby enhancing the efficiency and convenience of the feedback process.


Availability : These enhancements are available to all partner demo accounts of all DCs except IN DC. We will update you on its availability in the IN DC soon.

A glimpse at our roadmap for Kiosk Studio:

  1. Bring data from third-party applications into a kiosk.

  2. You will have an option to display GetRecords in a table with optional selection or as a list without any selection.

  3. Kiosk Studio will support Zoho Flow Actions.

  4. Add OpenURL and OpenRecord as actions soon in Kiosk Studio.

  5. Create a clone of existing kiosks.

  6. Reorder buttons in Kiosk screens.

  7. Connect any path in a Kiosk.

  8. Reuse Screen Fields in your Kiosks.

  9. Let actions be completed sequentially in your Kiosk.

  10. Pass or use a response in the next set of actions.


We've started working on these features and will have them ready soon. There are more cool updates coming for Kiosk Studio too, so stay tuned!

Thanks and have a great day!






        • Recent Topics

        • Unable to load a specific image

          Hi I am trying to upload an svg file, which reports that there is "a problem with the file", but does not say what sort of problem. I can't find anything which says which files are supported, so it may be it does not support svg. (which would be a real shame) The file itself will open in either Firefox or Chrome without problem. For the moment I am using a png file, which does not zoom well of course. David

        • Why does the Address field show the wrong map location even with a correct Pincode?

          I am noticing an issue with the Address field map in Zoho Creator. When I enter a city name that exists in multiple locations within the same state, the map sometimes points to the wrong area even if I have entered the correct Pincode. Currently, it seems

        • Books <-> CRM synchronisation with custom Fields

          Hello, We are synchronising Books Customers with CRM Accounts. In CRM Accounts I set up last year a "segments" multiselect field shown below In Books, I set up a custom multi-select field with the same value as in the CRM And set up the synchronisation inside Books. Want to synchronise the Books Segments with the CRM Segments, but the later doesn't exist, and another non-existing is there ?! First, I don't understand where the field Segmentation is coming from. Second, I set CRM Segmentation to sync

        • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

          Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

        • Archive Option in Conversation View

          Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just

        • Outlook/Hotmail Blocking Zoho SMTP IPs (S3150)

          We are currently facing a serious deliverability issue with Zoho SMTP while sending transactional OTP emails for our production application. Emails sent to Outlook / Hotmail addresses are being rejected with the following error: 550 - 5.7.1 Unfortunately,

        • Outlook is blocking incoming mail

          Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looks

        • Track Marketing Automation Campaigns in Zoho CRM

          Hello, I've been searching but haven't found the exact answer to this question. I am looking to track Marketing Automation email campaigns and activities inside of Zoho CRM. Use Case: Action: Prospect Submits A Lead Form Outcomes: Prospect created in

        • Zoho Social API for generating draft posts from a third-party app ?

          Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

        • Temporarily rate limited due to IP reputation.

          We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster

        • Incorrect Functioning of Time Logs API (Version 3)

          We need to fetch the list of time logs for each task for our company internal usage. We are trying to achieve it by using the next endpoint: https://projects.zoho.com/api-docs#bulk-time-logs#get-all-project-time-logs Firstly, in the documentation the

        • IMPORTANT: It doesn´t search for letters with portuguese characters.

          Some of my articles have for example the word "vídeo". But if I search for "vídeo" it doesn´t find them. If I search for "video" it does find them. Idealy, it should find the articles either way. But if I have to choose, it would be better to find the

        • IMPORTANT: It doens´t show full article name on search - Should add line break

          When we search for articles, it doesn´t show the full name. There should be a line break so the user can see the full article name, otherwise the user can´t know if that´s the article he/she is looking for. This is very important, otherwise the user has

        • Zoho Books - Payment Gateway - Revolut

          Hi Books Team, My feature request if to include the popular platform Revolut as a payment collection option on invoices in Zoho Books. Please upvote if you are also looking for this option.

        • Zoho Books | Product updates | January 2026

          Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

        • Kaizen #233 - Generating AI-powered Follow-up Emails Using CRM Functions and Widgets

          Hey everyone! Welcome back to another interesting post in the Kaizen series! Sales teams regularly capture interaction notes in CRM after speaking with prospects. However, drafting a follow-up email that reflects the conversation context can be repetitive

        • Connect Bank in Zoho Books

          Can I connect UOB or Ariwallex in Zoho Books?

        • Using MPN across multiple SKUs and inventory tracking

          I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I

        • Extend Zoho Canvas Customization to Zoho Creator Forms and Reports

          Currently, Zoho Canvas allows users to design and customize the UI of Zoho CRM modules with a much better visual experience. This helps organizations create cleaner layouts, improve usability, and design interfaces that match their workflows. However,

        • Marketing Tip #1: Optimize item titles for SEO

          Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

        • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

          Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

        • ZOHO Books Query

          Good day, Can someone please advise. I recently migrated from ZOHO Invoice to ZOHO Books. No that I want to use the inventory on Books I cant as all my items have transaction history. The person I spoke to at ZOHO said I need to create a new Company profile

        • Best way to schedule bill payments to vendors

          I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

        • ZOHO.CRM.UI.Record.open not working properly

          I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",

        • inventory removal at packing list or shipment.

          currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.

        • How to add employee and not invite them to log in?

          I want to add 50 employees, but invite them only when everything will be configured and ready. Is it possible? Should we create employee profiles and then convert them later? Thank you,

        • How is Your eCommerce Experience w/Zoho Inventory?

          First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to

        • Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

          I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have

        • Zoho Desktop App- Unable to Minimize/Freezes

          I'm having issues with my Zoho Mail desktop app (PC). When go on my desktop and open the app this is what happens: - Unable to minimize and close app (in the screenshot attached you can see at the top right there is no option to minimize/close) - Unable

        • Zoho Invoice Zapier Integration

          Is there still a way to use Zapier with Zoho Invoice? I've read online that that migrated to Zoho Books or Billing but since I am just using Invoice I can not find a Zapier Connection anymore.

        • Conect chat of salesiq with zoho cliq

          Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?

        • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

          I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation

        • Zobot with Plugs

          Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after the

        • Print a document from Zoho Writer via Zoho Creator

          If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer

        • Training for How can i Operate the Software Features

          need to Help for Training of the ZOHO Billing Software

        • Automating Vendor Contract Management between Zoho Contracts and Zoho Books using Zoho Flow

          Managing vendor agreements across procurement and finance systems often requires manually downloading executed contracts and attaching them to vendor records. This can become time-consuming and difficult to manage when dealing with a large number of contracts.

        • Problem applying batch operation error keeps looping that error

          Problem applying batch operation error keeps looping that error an wont login

        • Shared Email Sending Duplicate Copies of Emails

          Hi there, We recently have moved our info@ email to Team Inbox to trial. We set this channel up using the Microsoft setup which works fine and have 3 users. I am wanting to know: 1. When I send a new email, it will create a copy of that email and send

        • merhaba

          merhaba sosyal medya paketimiz mevcut ama yorumları göremiyoruz ve o yüzden cevap veremiyoruz destek rica ediyoruz.

        • Teaminbox not working

          We couldn't send or receive any mail within the team inbox. Displaying error 'Unable to process this request.'

        • Next Page