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.
Notes
Note :
  1. Learn more about Client Scripts from our developer guides.
  2. Learn how to create commands in Client Scripts.

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


Info
Release Plan :

- These enhancements is available for all users in all data centers. 


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

    • How do you do ticket add ons in Backstage?

      Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace Robin

    • validation rules doesn't work in Blueprint when it is validated using function?

      I have tried to create a validation rule in the deal module. it works if I try to create a deal manually or if I try to update the empty field inside a deal. but when I try to update the field via the blueprint mandatory field, it seems the validation

    • Pull cells from one sheet onto another

      Hello all! I have created an ingredients database where i have pricing and information and i want to pull from that database into a recipe calculator. I want it to pull based on what ingredient I choose. The ingredients database has an idea and i want

    • Emails Failing with “Relaying Issues – Mail Sending Blocked” in ZeptoMail

      Hello ZeptoMail Support Team, We are facing an email delivery issue in our ZeptoMail account where emails are failing with the status “Process failed” and the reason “Relaying issues – Mail sending blocked.” Issue Details Agent Name: mail_agent_iwwa From

    • How does Zoho handle support operations for our EU users?

      Dear Zoho users, We have some news and reminders about how we handle support operations for Zoho users in the EU Data Center. This is part of our broader commitment to ensuring GDPR compliance and providing secure data handling for all users. We'd like

    • Zoho Often Lag

      Desk Team, We've noticed that Desk, Creator & other apps seems to lag more these days. We often refresh multiple times.

    • Importing into the 'file upload' field

      Can you import attachments into the file upload field. I would expect it to work the same way as attachments do, But can't seem to get it to work. Moderation Update: The option to import into File Upload and Image Upload fields has been supported. Read

    • Layout Rules Don't Apply To Blueprints

      Hi Zoho the conditional layout rules for fields and making fields required don't work well with with Blueprints if those same fields are called DURING a Blueprint. Example. I have field A that is used in layout rule. If value of field A is "1" it is supposed to show and make required field B. If the value to field A is "2" it is supposed to show and make required field C. Now I have a Blueprint that says when last stage moves to "Closed," during the transition, the agent must fill out field A. Now

    • Zoho Desk blank screen

      opened a ticket from my email, zoho desk comes up blank, nothing loads. our receptionist also gets the same thing under her login on her computer. our sales rep also gets same thing on zoho desk at his home on a different computer. I tried clearing cache/history/cookies,

    • Optimum CRM setup for new B2B business

      Can some advise the most common way to setup Zoho CRM to handle sales for a B2B company? Specifically in how to handle inbound/outbound emails. I have spent hours researching online and can't seem to find an accepted approach, or even a tutorial. I have

    • filter on sheets mobile (iOS, iPadOS) does not work

      I have this issue on every spreadsheet, whether imported or created natively in Zoho Sheets. I can use on desktop without issue: desktop screenshot on iOS the filter dropdowns are not there and there is no way to add them mobile iPadOS looks the same

    • Is there a way to customize default settings?

      I want to customize default settings within my Zoho Business account. For instance, the current default setting for Texts inserted into a Notebook has the font much bigger than I like. Thus every time I create a new text item on a page, I have to go through the annoyance of selecting all the text and changing the size. Granted this is a minor irritation in the scheme of things, but it would be nice to have the ability to set default fonts, sizes, colors, background colors, etc. Is there currently

    • Can't edit Segments

      Happening with 2 different Zoho One environments, in different browsers. Please fix.

    • Error 554 Email Outgoing Error

      Our email address (info@tvbhouston) was recently migrated to a new domain host on WordPress, and our SSL certificate is still pending. We would like to continue using your service, but we are currently unable to send emails. Could you please re-enable

    • Transfer ownership of files and folders in My Folders

      People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there

    • Consumer Financing

      Does Zoho currently have a payment gateway (such as Stripe, Square, etc) which offers financing for customers? So, let's say the estimate we give the customer is greater than what they can afford at the time, but we can sell the service now, letting them

    • Subform edits don't appear in parent record timeline?

      Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

    • Zoho CRM - Option to create Follow-Up Task

      When completing a Zoho CRM Task, it would be very helpful if there was an option to "Complete and Create Follow-Up Task" in the pop-up which appears. It could clone the task you are closing and then show it on the screen in edit mode, all the user would

    • Deluge function to copy parent record file upload field to child record file upload field

      I'm stuck trying to write a deluge function that is triggered via automation in child record "Appointments," confirms if a file is in file upload "Report" field of parent "Contacts" record via Contacts lookup field "Contact_Name". If no file is in parent

    • Make panel configuration interface wider

      Hi there, The same way you changed the custom function editor's interface wider, it would be nice to be able to edit panels in pages using the full width of the screen rather than the currently max-width: 1368px. Is there a reason for having the configuration panel not taking the full width? Its impossible at this width to edit panels that have a lot of elements. Please change it to 100% so we can better edit the layouts. Thanks! B.

    • Image Compression Options

      Much better if we have level of options to compress the image [20%, 40%...] We are dealing with service reports daily that has before and after photos (image field)- the file size too large and one thing, the current limit is 10mb or 15mb for report

    • How to hide or archive a blog post temporarily in Zoho commerce website builder?

      I would like to temporarily hide or archive a blog post in zoho commerce website builder so that it doesnt appear on my website till I enable it again. I tried to look for this option but could not find it.  It only allows me to permanently delete a blog

    • How to mix different types of inputs (such as dropdown list and textbox)

      Hi, I'm creating a form called "Room Reservations" for a company. I created a "table" using "Matrix Choice". I created "Room 1", "Room 2" and "Room 3" with the "Questions". I would then like to create two columns with the "Answers", one called "Department"

    • Zoho Commerce - Poor Features Set for Blogging

      Hi Zoho Commerce team, I'm sure you will have noticed that I have been asking many questions about the Blogs feature in Commerce. I thought that it would be useful if I share my feedback in a constructive way, to highlight the areas which I feel need

    • Pass shipping info to payment gateway Zoho Books to Authorize.net

      For some reason the integration from Zoho books to Authorize.net does not pass the shipping address. Authorize.net is ready to receive it, but zoho books does not send it

    • Massive Zoho Books failure

      We have not received any communication or notification from Zoho, but we have detected that Zoho Books is not working for all our users. We cannot access or use Zoho Books. This is critical. We are trying to contact Zoho on the Spain telephone number,

    • Does the Customer “Company Name” field appear anywhere in the Zoho Books UI outside of PDFs?

      Hi everyone, I’m trying to understand how the Company Name field is actually used in Zoho Books. There is a Company Name field on the customer record, but when viewing transactions like a Sales Order in the normal UI (non-PDF view), that field doesn’t

    • Email outbox is now available in the sandbox

      Hello all! Testing emails without visibility has always been a blind spot in the sandbox. With the new Outbox, that gap is closed. You can now view and verify every email triggered from your sandbox, whether it’s through workflows, approvals, or mass

    • Looking For Recruit Developer

      Hi everyone, I am looking for a Zoho Certified Developer to assist with a development project for MetalXpert. We are building a software system designed to bridge the gap between a candidate mobile app and an employer web portal using Zoho Recruit as

    • sales IQ issue on website

      i integrated the zoho sales IQ code on the website but it is comming in distroted form i am sharing the screenshot below the website is bulit in wix platform

    • I need to know the IP address of ZOHO CRM.

      The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM. Moderation Update: The post below

    • Important Update: Google Ads & YouTube Ads API Migration

      To maintain platform performance and align with Google's newest requirements, we are updating the Google Ads and YouTube Ads integrations by migrating from API v19 to the newer v22, before the official deprecation of v19 on February 11, 2026. Reference:

    • Blocklist candidates in Zoho Recruit

      We’re introducing Block Candidate, which helps recruiters to permanently restrict a candidate from applying to current/future job openings. Once the candidate is blocked, they will no longer be able to participate in the recruitment process. This will

    • Zoho Desk - Upsert Ticket

      Hi Desk Team, It is common to request more information from end-users. Using forms is a great way to ensure all the required information is collected. It would be great if there were an "upsert" option on the Zoho Form -> Zoho Desk integration which would

    • Client Side Scripts for Meetings Module

      Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently

    • Introducing Multiple Sandbox Types and Support for Module's Data Population

      Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone,  Sandbox in CRM is a testing environment for users to create and test new configurations like workflow

    • Creator Offline

      We had online access setup and working on our iphones. We have just set it up on an 'Android Tablet' and it is not downloading all the images? We use it to show customers our catalogue. Any ideas. Offline components all setup on both devices

    • Enable or disable any Field Rule!

      Hello Zoho Forms Community, We are excited to announce a powerful new enhancement to Field Rules that gives you greater control and flexibility in managing your form logic! Previously, if you wanted to temporarily deactivate a field rule, you had two

    • Marketing Tip #20: Increase traffic with strong meta titles and descriptions

      Meta titles and descriptions are what people see first on search results before they ever click through to your website. If your pages use generic titles or basic descriptions, you miss the chance to stand out, and search engines may not know which page

    • Kanban view on Zoho CRM mobile app!

      What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given

    • Next Page