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

        • Global Search placement in the new UI

          Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

        • Schedule Zoho CRM reports only on Business Days

          Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

        • How to install Widget in inventory module

          Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

        • How to track a contact or customer's past product purchases in Bigin Premiere?

          Hello there. I am the sole user of Bigin for a small company (chess club), and would like to track current and past purchases made by a contact (player) or company (family which includes the player). Players may register for multiple tournaments, take

        • LENTITUD EN RECIBIR MAIL

          Buenas tardes, Estamos experimentando lentitud en la recepción de correos electrónicos.

        • Items should display under specific warehouse

          I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards

        • Partial refunds

          I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

        • Best practice importing items and matching assemblies

          Hi, I was wondering what would be the best practice to import items and composite items (assemblies) From my backup, what should I import first? The items or the composite items? I am on Zoho one, using inventory and books. Kind regards, Sabine

        • Bulk Fill In & Edit PO/Bill/SO/Invoice

          Hello, I am adding stock in bulk on a PO, the system is automatically populating the Rate (price) and Tax from the item data. Problem is that the bill rate is different from the rate on the item data, so I have to manually erase each and enter the price.

        • Separate Items & Services

          Hi, please separate items and services into different categories. Thank you

        • Items Below Reorder Point Report?

          Is there a way to run a report of Items that are below the Reorder Point? I don't see this as a specific report, nor can I figure out how to customize any of the other stock reports to give me this information. Please tell me I'm missing something s

        • Allocating inventory to specific SO's

          Is there a way that allocate inventory to a specific sales order? For example, let's say we have 90 items in stock. Customer 1 orders 100 items. This allocates all 90 items to their order, and they have a back order for the remaining 10 items which could

        • Cancelled Transfer order problem

          Hello, We've canceled a transfer order, and we can't add the related items to a new Transfer Order. The system tells us that the bin doesn't have the required quantity, but when we check the item, it indicates that there are 2 units in the bin. It also

        • Creating a Chart from a Report

          In Zoho Analytics, is it possible to create a chart from a Pivot View report? We are looking to use Zoho Analytics to replace Excel for Sales reports and would like to be able to show both the table and the chart together.

        • Client Portal ZOHO ONE

          Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

        • Email Insights included in Bigin emals are marked as SPAM everywhere

          Today I noticed that email recipients who use Office 365 never receive emails sent from Bigin. Further examination showed that all Email Insights links in email headers are marked as spam/phishing by Office 365. Example screen included. The problem is

        • Data Import | Zoho Analytics Custom Query Window Size

          Please increase the window size for the Custom Query Data Import. It's impossible to work with such a small query window.

        • Name changed in settings for mailbox but still not changed when typed in To field

          In the email account secretary@ i have updaetd the new staff members details but the old members name still appears when I type secretary@ in the To field. I cant work out where Zoho is finding the old name from. I have deleted the browser cache. If I

        • Cannot add my name to my domain name

          I want to have My name@mydomain.com and it says my name is linked to another account already. Please fix it since I do not have another account.

        • Invoice status on write-off is "Paid" - how do I change this to "Written off"

          HI guys, I want to write off a couple of outstanding invoices, but when I do this, the status of the invoices shows as "Paid". Clearly this is not the case and I need to be able to see that they are written off in the customer's history. Is there a way

        • Establishing new Zoho email account on laptop

          Good Morning: I am very long time Outlook business user and decided to try your email service last night and had established an account. I am trying to verify my account; how do I establish my Zoho email account on my laptop? I opened the account with

        • unable to send message reason 550 5.4.6 unusual sending activity

          My email account can't send message. It shows unable to send message reason 550 5.4.6 unusual sending activity detected

        • how to add email to existing organization i w

          I am already registered my organization and i have an email id. I need one more email id but i can't find anywhere .i want the cheapest email id . how to add ?

        • e-mail bloqueado

          Estou com meu e-mail lucas@peplus.me bloqueado, preciso desbloquear para retorno de usos em minhas atividades.

        • zoho labels api not working

          We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed

        • Desk DMARC forwarding failure for some senders

          I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

        • Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

          I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.

        • add zoho account

          How to add a zoho mail to previous zoho account? I have two

        • Zoho Desk Mobile App Year-End Roundup - 2025

          Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support

        • Narrative 17: The role of Zia AI in customer support

          Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate

        • Domain Transaction

          I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .

        • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

          Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)

        • Zohomail - The "All Messages" vs "In Box"

          Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.

        • error while listing mails

          I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.

        • Introducing the Zoho Projects Learning Space

          Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

        • Where to show Customization Field ?

          Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?

        • Zoho Desk 2025 round-up: Key highlights on feature releases

          Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia

        • Print Sales Orders, Purchase Orders or Invoices from API

          Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

        • How to show a hided report??

          in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...

        • Converting Customer Invoice to Purchase Bill

          Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

        • Next Page