Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

Power up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!

Hello Everyone,

We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficient than ever.

What's New? 

  1. Launch Kiosks Anywhere with Client Script Support (Phase 1) 
  2. Capture data live during Kiosk execution
  3. GetRecords Screen Enhancements :
    1. Fetch all records from a module 
    2. View more records with pagination
    3. Find records faster with the new Search & Filters
    4. Select more records at a time with increased selection limits
    5. GetRecords first screen loads Instantly with no refresh needed 
  4. Kiosk Studio now available in the Standard Edition 
 
Let's dive into the details below:

Launch Kiosks anywhere with Client Script Support 

The first phase of Client Script support for Kiosk is here. Now users can open a Kiosk directly through scripts anywhere within Zoho CRM.

As part of this update, there’s an important change to note. We’ve introduced a Unified API Name which is a unique identifier that stays consistent across all versions of the Kiosk. While creating Kiosks, users must now also add this API name so it will be easier to manage and track Kiosks while ensuring smooth integration with scripts.

To use client scripts :
First create the command to open kiosks from anywhere in the CRM by navigating to Settings < Developer hub < Client Script < Command. Next you can open the command from the Command Palette or use keyboard shortcuts to from any module in your CRM account to open Kiosks.



This is just the beginning! Phase 1 lays the foundation for deeper client script integrations coming soon.

Some of the upcoming client script support enhancements include :
  1. Allow users to add clients scripts for a screen from both a screen in Kiosk or from a command in Client Script.
  2. Add multiple client scripts for a Kiosk screen,
  3. Invoke responses from a Kiosk for a call back function from Client Script.

Capture data live during Kiosk Execution with new create record actions  

1 - Predefined Configuration (Existing Action)

The current create record action will be retained and renamed as 'Predefined Configuration'.

Records will be created automatically during the execution of a Kiosk. They require you to add pre-defined values either as static values or data from previous screens. This is ideal for predefined updates or recurring tasks where information is known in advance.

2 - Via User Input (New Action)

The key advantage of this update is that it simplifies how admins configure record creation in Kiosk Studio. Earlier, admins had to manually create a separate screen replicating all the fields of a module and then map them in the Create Record action. Moreover, if there were changes made to the fields in the module, the admin would have to edit the Kiosk and add/map the new field. All this was time-consuming and complex to setup.

Now, admins can choose to allow records to be created during the Kiosk's execution and eliminate the need to replicate, map and merge fields to save time and effort through the use of Quick Create pop-up.

Through this enhancement, real-time record creation is possible during live Kiosk execution. Users can input values in the Quick create layout that would pop-up during execution to create new records in a module. Perfect for real-world scenarios, the exact information needed to create a record only becomes available during the live execution of the Kiosk.   

Real-time scenarios

Let's say you run a Kiosk for your sales team. During a call, a customer requests a product demo and shares their availability Or, your support team receives a call and has to log the customer’s issue details or updated contact info.

With this enhancement, the sales rep or support executive can create records instantly while the Kiosk is running, to input the information they get during their call to provide a smooth customer experience.

How does it work?

  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.

Take a look at the GIF below to understand how this action can be setup and executed.
 

GetRecords just got smarter with these new enhancements

Fetch All Records from a module to your GetRecords Screen

You can now choose to fetch all records from a module to be displayed in your GetRecords Screen.

Previously, you could select a single record or multiple records based on the limit set for record preferences. Now, we've given you a choice to be able to select Some Records or All records. This is useful in scenarios when users need to view or act on a complete set of records in a module rather than on a limited number of them.

New pagination making easier to navigate records

We’ve added pagination to the GetRecords screen, making it easier to navigate and locate specific records quickly, even when dealing with large data sets.

Search or filter records in GetRecord screen s

Quickly find records in GetRecords screens with this new addition to Kiosk.

Increased selection limit to select more records

We have increased the GetRecord selection limit from 10 to 100.

GetRecords First-Screen Loads Instantly - No Refresh Needed

Currently, only Kiosks opened through user actions (like Blueprint or Custom Buttons) loaded records directly, while others showed a 'Refresh to load' button. 


Now, every Kiosk auto-loads the first-screen of GetRecords without the need to manually refresh. When a Kiosk opens with GetRecords on the first screen, records now load instantly, regardless of whether it’s on the Home Page, Canvas, Record Detail View, Blueprint, or a Custom Button.

Kiosk Studio Added to the Standard Edition

We have extended the ability to create Kiosks to all paid editions in Zoho CRM including the Standard Edition. We aim to allow more users to create and manage Kiosks for their business processes. Take a look at the table below to know Kiosk creation limits for each Zoho CRM edition.


Standard
Professional
Enterprise
Ultimate / CRMPlus / ZohoOne
Number of Kiosks
2
7
25
50


That’s a wrap for this update!

Start exploring these new features today and experience a faster, smarter, and easier way to capture data with Kiosk Studio.

Stay tuned for even more exciting enhancements coming your way!


Regards,
Serena Woolridge

    • Recent Topics

    • Unable to Create Zoho Booking via the Book Appointment API

      Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken

    • Task Details on task template

      When creating a task template in settings that task details seem to be missing. Is it not possible to set the details of a task, such as the priority, type, reminder settings, and custom field values?

    • Building Toppings #3 -Testing and publishing Bigin toppings

      Hey Biginners! In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate

    • markdown files?

      How can I import a markdown file into a note?

    • Mail to Zoho Notebook

      In the Instuctiosn I faound as email add@notebook.app In my account I see add@eu.notebook.app What is correct please

    • Auto-Invite Users to Portals in Zoho CRM based on Conditions

      Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to

    • Growth You can Count On: Zoho Billing's 2025 Journey

      As we wrap up 2025, we’re reflecting on a year rooted in steady progress and meaningful growth for Zoho Billing. Every enhancement we have introduced was built to support scalable and reliable billing growth for your business. From launching the Enterprise

    • Automating Employee Birthday Notifications in Zoho Cliq

      Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

    • Need help with creating workflow with Bigin and Clickup

      Can you please help me with this? I am trying to create a workflow in Zoho Flow wherein a bigin Pipeline deal moves to Decision Closing, it will create a task and subtasks in Clickup, under the condition/filter that the Deal name contains the word Social

    • [Webinar] Automate generation of wills, trusts, POAs, and other estate planning documents with Zoho Writer

      Managing the lifecycle of the estate planning documents such as wills, trusts, and POAs, from client intake to final storage, can be complex and time-consuming. Join our live webinar to learn how Zoho Writer transforms this process by automating document

    • Create / Update Rule in TeamInbox when record is updated in ZohoCRM using flow?

      I'm currently evaluating options and trying to work out if the possible scenario is possible; If a record in ZohoCRM is updated, take 2 of the fields from that - lets call them 'OrderRef' and 'OrderTo'. Using flow, if a record is added or updated, add

    • Plans to allow more columns of monitoring, and monitoring not only your own channels?

      Are their any plans to allow more columns of monitoring, and monitoring not only your own channels? Here's why - I'm sure I'm not alone in that we sell other brands products, so not only am I interested in my own brand social channels, but also the social

    • Unwrapping the best practices for the Zoho Desk mobile app: Part 1

      In focus: Empowering the field and frontline customer support representatives Imagine having to carry your computer everywhere to respond to customers, handle escalations, and update your process. This series presents you with efficient tips to handle

    • dealing with post dated cheques

      Hi, can you help me please the best way to deal with this We sell an item of three months duration that is paid for with post dated cheques in monthly stages example - item is sold £3000 Cheque 1 is for £1000 due at time of sale (say Sept) cheque 2 is dated 25th of next month (Oct) cheque 3 is dated 25th of next month +1 (Nov) Now, with invoice number one it's simple - i send a standard invoice as usual But with the other two here's what i want zoho to do next month i want it to send an invoice on

    • Is there a way to sell in a practical method multiple subscriptions of the same product? i.e. domain names

      In evaluating Zoho Billing, a hurdle to adopting it is that Zoho Billing does not seem designed to support businesses that sell multiple subscriptions of the same product. In our case, we need to sell and manage several domain names per client. Am I right

    • Paid Support Plans with Automated Billing

      We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

    • Bug Report: "Name A-Z" sorting fails when Note titles start with an Emoji

      Hello, I recently migrated from Evernote (~2600 notes across 23 notebooks). I use emojis at the start of my note titles for visual organization. The Issue: When I set the view to Sort by: Name (A to Z), the sorting logic breaks for any note starting with

    • Copy & Paste not working

      I could create and save 10 new documents but when I go to copy and paste content (just text) into them, only 1 of 10 would save the content. It would appear to save the content but when I go back into the documents, they are empty.

    • editing/applying online payments

      We have customers who pay part or all of an invoice and then cancel their service and want the payment as a credit to future work. It would be ideal if we could make it an excess payment and then void the invoice. I can't make it an excess payment because

    • Contacts per department

      Hello, Is it possible to limit Contacts to a Department? Thanks

    • This site can’t be reached mail.zoho.com took too long to respond

      In my office at any system, we couldnt able to login zoho email. it shows " This site can’t be reached mail.zoho.com took too long to respond". please fix it soon.

    • Can send email from zoho mail, but can't receive any.

      Hi, My domain is sattvameditationresort.com. I've updated MX records with those of Zoho. But i can't send any mails to this email id from gmail. I have checked the MX status with MXTOOLS, its showing the correct entry either. The error is as shown below:

    • My domain did not activate

      Hi, my domain (apsaindustrial.com.ar) did not activate, and the phone verification message never arrived. Please would you solve this problem? Thanks.

    • Host not found?

      Howdy! So i'm trying to add my custom domain for with the mail server. I have 100% control of my DNS and have tried every single option (TXT, CNAME, and even HTML) multiple times, ensuring i did it properly, to no luck. I get the same error message every

    • Emails are going to notification folder and not in inbox

      emails are going to notification folder and not into inbox

    • Error AS101 when adding new email alias

      Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

    • Report on opportunities showing only the last note added.

      Hi I need to create a report that shows the most recent note added to each opportunity. This is so management can see what the latest update is according to the assigned salesperson. One workaround is to use the status field but this implies added manual work and mistakes as the salesperson would have to copy the existing status to a note before adding the latest status... otherwise the activity history would be lost. My current workaround is a report on Notes with Opportunities as the related module.

    • Please add Zelle as an online payment option

      Hello, I would like to request Zelle be added to the online payment service providers for Zoho Invoice. Considering how ubiquitous Zelle has become as a way to pay people via the major banking institutions, I feel like many freelancers would benefit from

    • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

      Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

    • Getting Project Template List using the REST API

      I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates

    • How to display the CONTACT ID in the Contact page

      Hi, I've seen this conversation below and it is exactly the same question I'm raising now, but unfortunately the last message is not solved https://help.zoho.com/portal/community/topic/show-contact-id-while-editing-contact-form I need to show the ContactId and I don't know how to do this. The last message included in the conversaton shows the way but not it is not completed. "I am sorry by default we do not have the option to show the record ID for the contacts in the field in a record. When you

    • How to change margins in templates

      Hi, I'm new to Zoho Campaigns, and am trying to figure out how to adjust the margins within an email template.  The default margins make the text go all the way to the edges of the page.  Please advise.

    • Create Canvas list view templates from images powered by Zia

      Currently available for all paid editions of Zoho CRM in the US, EU, IN, JP & CN DCs. Designing a personalized CRM interface just got even easier. In today’s fast-evolving digital landscape, AI is transforming the way we work by automating complex tasks

    • Painfully Slow Zoho mail

      Since yesterday Zoho Mail seems to have starting functioning very slowly and having a few bugs. It's slow to open mails, slow to send, slow to change between email accounts. Sometimes clicking on a particular folder (eg Sent folder) stops working and

    • "Wrong password or login" Problem to configure Zoho on MAIL App on my Macbook

      Hi, I'm having problems to configure my e-mail on my MAIL App(Macbook pro). My e-mail is hari@trespontoum.net Actually was working perfectly, and still working on my Iphone. My MAIL App prompt me that my login or password is wrong. I tried to change 3

    • "User already exist in your org"

      Hello, I've just read a discussion about this issue, which didn't solve my problem. I'm trying to add the following emails: sales@kiss-my-boutique.co.uk returns@kiss-my-boutique.co.uk orders@kiss-my-boutique.co.uk I'm getting an error message each time I try and add them. None of them are primary or secondary emails and none of them have been created as users before. I know this as when I try and login and do 'forgot my password' all I get is an error message saying 'user invalid'. Please advise.

    • Operation Not Permitted

      Hi, I have problem in adding user after verifying the domain but it seems like error appeared which is "operation not permitted". For your information, I had delete other domain before did it.

    • Email forwarding setup fails

      I'm trying to set up email forwarding from my Zoho email to my gmail address. I followed the directions to set up email forwarding here: https://www.zoho.com/mail/help/email-forwarding.html. I did only steps 1-6. After doing this, rather than setting

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • Shopify store email issues- Not getting emails

      Hi We have migrated from Microsoft outlook to Zoho back in March, we have a shopify store, the domain is hosted on namesilo, not shopify, I have seen some people here complaining about not getting emails from customers who fill out the contact form on

    • Next Page