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

    • Implementing Inventory Process

      I am just starting to create an inventory system through Zoho for a nonprofit. We receive in-kind donations of items for kids, and utilize them in 2 or 3 different programs. Then families come in and take the items. I'm thinking of this structure: Our

    • Best way to start zoho inventory with bulk openning stock

      We are already using zoho book since long time for cars trading company. Now to streamline more, would like to import the excel data of closing stock of inventory to zoho inventory and to start on. Since we need to track each VIN (unique vehicle id number)

    • Service Reports.

      Hello Team, I have a requirement to create multiple service reports for a single AP. That means, in one AP I have 5 service line items, and all line items are linked to assets. Once I complete the AP, I want to generate 5 individual service reports, one

    • Blueprint enhancements - Parallel and multiple transitions, and more

      Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all

    • Item Bulk Edit - Allow for Reorder Level

      We're implementing a process for using the Reorder Level field for Items, and I have to go through and add this value to a huge chunk of our Items. It's driving me bonkers that I have to do this individually through the UI rather than bulk updating. It

    • Zoho CRM || Unable to Bulk Assignment of Territories for Contacts

      Dear Zoho CRM Support Team, I hope this email finds you well. We recently performed a bulk upload of Contacts into Zoho CRM using the official sample Excel template downloaded from the CRM. The upload itself was completed successfully; however, we encountered

    • What's New in Zoho Inventory | August – October 2025

      Hello customers, The last quarter has been incredibly productive! We've released a powerful slate of new features and enhancements in Zoho Inventory designed to give you better control, greater efficiency, and expanded functionality across your inventory

    • Disable Zoho Inventory Tracking / Delink Zoho Books & Inventory

      We have integrated zoho inventory with zoho books? Now after a long time, we want to disable inventory tracking and delink these 2 modules. Zoho says we cant do it. Anybody else going thru the same ? Any possibility at all? Why does zoho not allow to

    • Tracking Non-Inventory Items

      We have several business locations and currently use zoho inventory to track retail items (sales and purchase orders). We were hoping to use zoho inventory to track our non-inventory items as well (toilet paper, paper towels, etc). I understand that we

    • Set Warehouse based on Vendor

      Greetings. I would like to set automaticaly the Warehouse based on the Vendor. Context: I am working on an adaptation of a Purchase Order to be used as a Quotation. I have defined that when a user has to raise a quote the Vendor will be "PROCUREMENT" I would like to set the Warehouse to a predefined value when "PROCUREMENT" is set as Vendor. I have tried to do with the Automation feature using the Field Update option, but Warehouse does not is listed as a field. Can you help? Thanks in advance.

    • How do I save audio files to my PC that I record into Zoho Notebook from my phone?

      I was thinking of using Zoho Notebook as a way to store composition ideas, as well as for other things if it can handle this. For this to be useful for me though, I need to be able to have an easy way to download those audio files to my PC, either individually

    • Search mails in shared mailbox

      Hi everyone, is there a way to search mails in shared mailbox's? Search in streams or mail doesn't return anything from mails in shared mailboxes. Thanks! Rafal

    • Zoho Landing Page "Something went wrong" Error

      Hello, Every time I try to create a new landing page, I receive a "Something went wrong" error with no explanation. I cannot create any new pages, which means we cannot use this application. I did create one landing page successfully over a month ago,

    • Sync your Products Module for better context.

      In customer support, context is everything. The integration between Zoho Desk and Zoho CRM helps your sales and support teams function as one, delivering better customer experiences. With the latest update to this integration, you can now sync the Product module in your Zoho CRM with your Zoho Desk portal. This feature enables products from Zoho CRM to reflect in the "product" field in Zoho Desk. This can save your support team valuable time and effort.    Some things to note when syncing the two:

    • Where is the desktop app for Zoho Projects???

      As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

    • CRM verify details pop-up

      Was there a UI change recently that involves the Verify Details pop-up when changing the Stage of a Deal to certain things? I can't for the life of me find a workflow or function, blueprint, validation rule, layout rule ect that would randomly make it

    • openUrl in blueprints

      My customer wants to open a URL at the end of a blueprint transition. Seems this isn't possible right now but it would be very useful. In this thread, https://help.zoho.com/portal/en/community/topic/openurl-not-working the Zoho agent said that it's logically

    • Dropshipping Address - Does Not Show on Invoice Correctly

      When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being

    • Prepayment of a sales order

      How does everyone handle this common (at least it is common for us!) situation? We require all our orders to be fully prepaid before shipment since we manufacture made to order, custom products. Since ZOHO does not allow a sales order to be prepaid, we are forced to create an invoice at the time an order is placed to allow the customer to pay it. Our sales category is therefore skewed, since the sale was actually booked at the time an order was placed, rather then at the time it is shipped, which

    • Access to Specific Zoho Desk layout for external parties

      Hi, We have a partner who handles for us sales requests from specific markets. He is not a Zoho Desk user. But we want him to b part of a specific Zoho Desk layout to handle inquiries.  How to achieve it in the easiest way possible?

    • Deposit on a Sales Order

      Good day, 100% of my business is preorders, no inventory. I am trying to run away from QB for one of my businesses, but I require two options that I don't seem to find with Zoho Books. 1 - If there is a way to apply a deposit on a sales order, as with

    • Bulk Delete Attachments

      Is there a way to bulk delete attachments on the form entries? our storage is full and deleting files one by one is pain taking process.

    • Ability to Disable System Banner Messages in Chat Flow Control

      Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement related to the system banner messages in Zoho SalesIQ chat flow control. Current Behavior: SalesIQ allows configuring various automatic banner/system messages such as: Waiting

    • Idle Chat Reminders for Agent-Handled Conversations

      Dear Zoho SalesIQ Team, Greetings, We would like to request an enhancement to the Idle Chat Handling functionality in Zoho SalesIQ—specifically for chats that are handled by human agents after a bot-to-agent transfer. Current Behavior: In Zobot settings,

    • Snapchat

      Are there any plans to add Snapchat to Zoho Social or is there any API that we can use to integrate into Zoho.

    • Zoho Sign "An unexpected error occured" when clients trying to sign documents

      We are unable to have clients sign our documents. When attempting to complete the process an error appears saying "an unexpected error occured" and in the document history just shows "signing failure." We are at a complete standstill with no response

    • ¡Vuelven los Workshops Certificados de Zoho a España!

      ¡Hola usuarios de Español Zoho Community! Hace ya unos días que hemos dado la bienvenida al 2026, y promete ser un año de lo más emocionante. Y es que nos gustaría haceros nuestro particular regalo de Reyes, aunque lleguemos un poco tarde. 🎁 ¡Nos gustaría

    • How to list services on quote instead of products

      I need to create a customer facing estimate that displays our services. The default quote layout only allows products to be listed. Is there a way to correct this?

    • 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

    • Please, make writer into a content creation tool

      I'm tired of relying on Google Docs. I'm actually considering moving to ClickUp, but if Writer were a good content creation tool instead of just a word processor, I would finally be able to move all my development within the Zoho ecosystem, rather than

    • ZohoSalesIQ.Chat cannot send messages

      Chat cannot send messages. Our app implements the customer service chat window functionality by integrating the Mobilisten SDK. Recently, we encountered an issue: after successful SDK initialization and visitor registration, when the `startWithQuestion`

    • Missed chats on WhatsApp closing after one minute

      Hi, we have added WhatsApp as a channel. However, if a chat is not picked up within 2mins, the chat is marked as missed and is closed within a minute. Why are they not staying in our "missed" queue for 24 hours as per our WhatsApp preference settings?

    • Feature Request: Add Tax ID Display on Event Tickets

      Hello Backstage Team, I’ve had several clients bring up an issue regarding tax compliance when creating events. For tax purposes, they are required to show their Tax ID on the event tickets. Currently, this isn’t an option, so they have to manually generate

    • Email Alias: To keep emails flowing without disruption

      Email Alias acts like a nickname for a user’s primary email address, allowing multiple email addresses to deliver messages into the same mailbox. Consider the scenario where an employee manages multiple responsibilities, such as responding to sales inquiries,

    • Inventory "Bulk Actions" button - add more fields to "Bulk Update > Select a field"

      Can we not get a lot more actions that are commonly used by customers into the "More Actions" button on the Inventory list? More fields listed in the Bulk Update > Select A Field? Possible Bulk update Fields Preferred Supplier ( to quickly move items

    • Function #11: Apply unused credits automatically to invoices

      Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.

    • Tip #60- Exploring Technician Console: Screen Resolution- 'Insider Insights'

      Hello Zoho Assist Community! Have you ever started a remote session and felt the screen quality wasn’t sharp enough for detailed work? A new user recently explored Zoho Assist after installing the trial version and running a few initial tests. While the

    • Right Moment, Right Message, Right Operator: Never Miss a High-Intent Lead

      Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly message “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with the

    • Zoho CRM Workflow Automation: Activate & Deactivate Workflows Using API

      Zoho has now enabled: ✅ Activate / Deactivate workflows using API ✅ Schedule workflow activation & deactivation This is extremely useful for real-world automation use cases 💡 🧩 My Use Case I created a scheduled automation that: ☀️ Activates workflows

    • Function #53: Transaction Level Profitability for Invoices

      Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

    • Next Page