Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

Hello Everyone,

We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful and intuitive tool for all your CRM needs.

What's New in Kiosk Studio?

Here’s a list of the latest enhancements:

  1. Display GetRecords Without Selection : Now you can display GetRecords directly in a table view, eliminating the need for selection.

  2. GetRecords as a Component : Create GetRecord as a standalone, reusable component for more flexibility in your configurations.

  3. View Record details from Screen : Easily open records from a view, whether for single or multiple records for quick access.

  4. New Actions - Open Link & Open Record : Perform actions like opening a link or a specific record from your Kiosk screen with just a click.

  5. Clone Kiosk : Save time by duplicating an existing kiosk configuration with the new Clone feature.

  6. Reorder Buttons : You can now reorder buttons in your Kiosks for improved user navigation and customization.

  7. User Module Support in Get Records : GetRecords functionality is expanded to include data from the User Module.

  8. Logged-In User Variable : Logged-in users can be added as merge values in Kiosks for a more personalized experience and automation.

  9. Email field support in Email Notification Action : Email fields are now supported as recipients in email notifications, simplifying communication processes.

  10. Email field support in Update Field action : Email fields can now be updated in the update field action.

  11. Limit increase for GetRecord field display : A total of 30 fields can now be displayed in GetRecords or screen components.

  12. Kiosks will have only two states available at any given point of time. There will be a published state and only one draft state.

--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
Let's explore each enhancement below:

Display GetRecords Without Selection

Previously
In the current setup, selecting records from the table view using GetRecords is mandatory and cannot be bypassed. However, in scenarios where users simply need to view a set of records in a table, selection may not be necessary.

Now
With the latest update, users can use GetRecords for any use case, whether for review, selection, or simply displaying information. A new "Selection Preference" option allows users to choose how they interact with records:
  • Make selection mandatory: This is the default option where checkboxes are displayed, and selection is required. The default option is set as Make selection mandatory to ensure consistency with previous behavior unless changed.
  • Make selection optional: In this option, checkboxes are displayed, but selection is not required and can be skipped.
  • Just display records without selection: Here, only a list of records will be displayed with no selection possible.

GetRecords as a Standalone Component

Previously
GetRecords was tightly bound to the Screens component limiting flexibility for admins. When a user doesn't want to display GetRecords on a screen or use it within an Action or Decision, they are forced to place it within one of these components to utilize its data and then using the Merge Values in the Action. Additionally, while GetRecords could be reused across multiple screens, the same Display Preferences are applied universally, restricting customization for different use cases.

Now
We’ve added GetRecords as a standalone component in the builder. This provides users a way to customize configurations for specific requirements.

Here’s what you can do:
  • You can now fetch data using GetRecords as a separate component without requiring it to be part of a Screen, Decision, or Action.

  • GetRecords will not have predefined Display Preferences. If a user chooses to use GetRecords in a screen, Display Preferences will be prompted for that specific use case.

  • GetRecords can now be reused across multiple screens with different sets of Display Preferences. For instance, you can use the same GetRecords to display only the Last Name on one screen and the Phone Number on another, tailored to the context.

View details for Single and Multiple Records from Screen

Users can now view record details directly from the screen for both single records and multiple records separately. This enhancement enables quick access to record details without interfering with the primary Kiosk workflow.

Users will need to enable the option to view records while configuring GetRecords to view records details. By default, records will open in a new tab, ensuring the current workflow in the Kiosk remains uninterrupted.

Notes
Note: We will not provide an option to open records in the same tab, as this could disrupt the flow and usability of the Kiosk experience.
Single Record 
Users can click on a record to view detailed information in a new tab without affecting their current work.

Multiple Records
When multiple records are selected, users can choose to open each record for detailed exploration in separate tabs. Here, each record will appear as a link.

Open a Link and Open a Record as new Actions

We have added two new actions to enhance navigation within the Kiosk: Open a Link and Open a Record. These actions provide access to external resources or records while maintaining the continuity of the Kiosk experience and will open in a new tab by default.

As mentioned above, you cannot open a link/record from the same tab.
  • Open a Link: Enables users to navigate to an external URL.
  • Open a Record: Allows users to access a record from the Kiosk directly.

Clone Kiosk

You can now clone a Kiosk's active version to duplicate existing configurations for reuse or customization. Users can clone a Kiosk to create variations for specific use cases with changes in the cloned version without affecting the original Kiosk. This eliminates the need to recreate Kiosks from scratch, saving time and effort.

Where to Access the Clone Option:
  • Inside the Kiosk Builder: Directly clone a Kiosk while editing or reviewing its configuration. OR
  • Kiosk List View: Quickly clone a Kiosk from the list view for faster access.

Reorder Buttons in a Kiosk

Users can now reorder buttons within a screen builder. Whether it is to prioritize frequently used actions or to provide easy navigation, this enhancement gives users better control over button arrangement and ensuring consistency across the interface.

Users can easily reorder buttons directly within the Left Panel of the screen builder. The updated order will reflect immediately on the right during configuration. This ensures admins can visualize the changes in real time before finalizing the configuration.

Display screens without buttons

In this enhancement, we've also included an option to display screens without a button. Users can simply click the delete icon on the top-left of the button section to remove buttons from the screen.

User Module Support in Get Records

Previously, GetRecords did not support fetching data from the User Module, making it challenging to list and utilize users' input for decision-making.

Now, it is possible to fetch and display user information directly from the User Module. This enhancement provides the ability to retrieve the user data for decision-making or to create Kiosks tailored for specific use cases.

For instance, users from the User Module can be selected to direct workflows or assign tasks and to display user data for actions such as sending notifications or updating records.

Logged In User as a Variable in Emails

Logged In User will now be available as a merge value across the email notification component within the Kiosk builder.Users can automatically include the logged-in user as a recipient for email notifications. Example: Send confirmation or action-required emails to the user initiating a process.

Email field support in Email Notification Action

Users can now select the email field in the email notification action from GetRecords. Imagine a support team manager manages customer inquiries through a Kiosk. Whenever a support request is submitted, he needs to notify the customer that their request is being worked upon by a support representative.

With this enhancement, he simply needs to configure the email notification action by selecting the email field from GetRecords and the customers would be notified by an email of their request's status.

Email field support in Update Field action

Now, email fields can be modified using the Update Field Action, just like other field types, reducing manual update efforts and ensuring accurate information across processes.

For instance, a company’s HR teammanages new employee information using Kiosk Studio. Usually, the HR team would enter temporary email addresses during the onboarding process. However, they require updating a new employee's official email address after IT assigns it. With this enhancement, they can use the update field action to update the email address with the correct email address.

Limit increase for GetRecord field display

In this enhancement, the field display limit has been increased from 10 to 30! You can now display up to 30 fields in the GetRecords table in screens without the need for extra configurations.

For instance, a sales manager uses a Kiosk workflow to review customer records before assigning follow-ups. Previously, only 10 fields could be displayed, limiting visibility into key details like contact information, purchase history, and account status.

With the new 30-field limit, the sales manager can now see all necessary details in one view without navigating through multiple screens. This improves decision-making, allowing for faster follow-ups and a better customer experience.

Kiosks will have only two states at any given point of time. There will be a published state and only one draft state.

To enhance usability and reduce complexity, moving forward, a Kiosk will have only two versions at any given time: Draft or Published. Previously, we had an active state and multiple draft versions. This versioning system has been removed to improve clarity and control.

There will be only two clear modes:
  • Draft Mode: To work on changes before publishing.
  • Published Mode: The live version that is available for users.


That's it for now!

We’re confident these features will make your Kiosk Studio experience even better and help you achieve your goals with ease. Feel free to reach out to us in the comments below if you have any questions or need assistance with these new enhancements.

Take a look at the image below to know about upcoming updates in Kiosk Studio.


Info
Availability : These enhancements in Kiosk are available for all users in all DCs.

    • Recent Topics

    • Zoho Sheet - Desktop App or Offline

      Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.

    • not able to access Zoho from home WIFI

      for some reasone i am not able to access Zoho on my laptop or my iphone while i am connected to my home Wifi, i am able to access these sites both on laptop as well as Iphone and associated apps on any other Wifi as well as when I am on my 4G connection

    • Multi-Select lookup field has reached its maximum??

      Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

    • Outlook Add-in security times out needs to login 10 times a day

      hi we've just switched the Zoho. We use Azure SSO. All users have stopped using it. Sometimes it asks every 5 minutes. What should I lot at to solve this?

    • Simplify Zoho API integration with Deluge’s invokeAPI task

      Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction

    • Simplify Zoho API integration with Deluge’s invokeAPI task

      Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction

    • Attention: Display Issues on Chromium Browsers with Intel® Core™ Ultra Processors

      Dear Customers, We've recently identified a display-related issue that may affect some of our Zoho Assist users, particularly technicians using devices powered by Intel® Core™ Ultra Processors. What’s Happening? If you're running a Chromium-based browser

    • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

      Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho

    • Is the "schedule 10 mass emails/module" limit a per user or per organization limit?

      For scheduling emails out of Zoho CRM, there is a 10 scheduled mass emails per module limit according to Zoho documentation (https://help.zoho.com/portal/en/kb/crm/faqs/emails/articles/how-to-schedule-mass-emails-in-zoho-crm). Is this limit per user or

    • How do I show file uploads in my Zoho Creator approval workflow?

      As far as I can tell I'm not able to add the file upload field to the approval workflow show fields list. As a work around I'm making a plain text field that links to the files URL. But I'm not sure how to get a link to that url that will me to preview

    • Kaizen #194 : Trigger Client Script via Custom buttons

      Hello everyone! Welcome back to another interesting and useful Kaizen post. We know that Client Scripts can be triggered with Canvas buttons and we discussed this with a use case in Kaizen#180. Today, let us discuss how to trigger Client Script when a

    • Zoho Payroll US?

      Good morning, just reaching out today to see if there's any timeline, or if there's progress being made to bring Zoho Payroll out to be available to all states within the USA. Currently we're going through testing with zoho, and are having issues when

    • Zoho Bookings - variable appointments

      Hello, I am looking to see if its possible for zoho bookings to recognise booking slots in the calendar or a way to do this. I would like appointments only booked in at certain times of the day and this could vary per host. I have provided a calendar

    • Limited review (/questions) for Bookings 2.0

      Hi all, I'm writing this review of Bookings 2.0 for two reasons: 1) it may be of interest to others, and 2) I'd like to be corrected if I'm wrong on any points. It's a very limited review, i.e. the things that have stood out as relevant, and particularly

    • Zoho Books | Product updates | June 2025

      Hello Users, We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease. Introducing Change Comparators

    • Best Practices - Extensions for Zoho Finance Suite

      With Sigma, the extension developer platform, you can create custom extensions that enhance the functionality of Zoho Finance apps like Zoho Books, Zoho Billing, Zoho Inventory, Zoho Expense, and Zoho Invoice. Here’s how to get started: Sign up: Create

    • MS Teams Meeting to Zoho CRM

      Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just

    • QR code image is not exported in PDFs

      The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf file

    • Zoho Form to Zoho Form Integration

      I've created an application form that asks for references. I would like the submission of the application form to trigger a form to the reference using the email id and name entered in the first form. In the reference form that is triggered I need to

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this.

    • CRM: related table using module queries, are links possible?

      Hello. I was exploring the possibility of using a module query to get a filtered related list. For example, I'm using a Canvas custom details page and if an account has an open deal I'd like it to appear at the very beginning of the account page, with

    • Posibility to add Emoticons on the Email Subject of Templates

      Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

    • Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings

      Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integration

    • 【開催報告】名古屋 ユーザー交流会 Vol.1 2025/06/06 Zohoで社内システム管理を実現するユーザー事例の共有

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 6/6(金)に名古屋 ユーザー交流会 Vol.1を開催しました。当日は11名の皆さまにご参加いただきました。 本投稿では、当日実施したセッションの様子と投影資料をご紹介します。会場にお越しいただけなかった方も、ぜひご覧ください。 ユーザー活用事例セッション：Zoho CRM Plusによる引合~見積~受注までのプロセス統合 日本アイリッヒ株式会社の清水裕さんに登壇いただきました。以下に一部抜粋して掲載しています。ぜひご覧ください。 セッションの後半は、清水さんの環境を投影いただき、実際の画面上で操作しながらご説明いただいたため、本記事では掲載しておりません。予めご了承ください。

    • Convert Multiple PO in 1 Bill

      Does anyone know how to convert multiple POs in 1 Bill? Thank you

    • Better reorder point functionality?

      1. How about having item reorder point warehouse level instead branch? 2. Considering committed stock and to be received quantity also as reorder point calculation? 3. Considering associated items as committed when sales order created on composite i

    • Batch tracking updates

      I applaud the Zoho team for their recent updates to batch tracking information and even though I have 'chatted' to the Zoho team, I'm still batteling to understand the reasoning on the below. We buy stock in bulk and it is received into the Bulk Warehouse.

    • Can we have Bills of Material Module ?

      Can we have Bills of Material Module ?

    • Custom Button in Shipments

      Custom buttons feature is very much needed in shipments. Please work on this feature request!

    • Zoho Support is Dysfunctional & Don't Know Their Own Support Hours

      Seeking clarification on Zoho support hours and contact numbers please. We have been trying to phone Zoho support on +61 2 8066 2898 at 9:20am AEDT for the second day in a row, and gotten a message on Zoho's support line: "support is open monday through

    • CRM Custom function updating a module record shows the Super Admin user as the record modifier

      Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful

    • View Answer Bot conversations?

      We are trialing Zia and are experimenting with Answer Bot on our knowledge base. So far so good! Management asks me if it is possible to view Answer Bot conversations, the purpose being to look over its shoulder and confirm that it is working as des

    • What are the knowledge database limit for AnswerBot and which app its integrate?

      1) Can AnswerBot be integrated in Trainer Central? 2) Can AnswerBot learn from external websites and excel spreadsheets? 3) Is there a limit size or number of documents for the knowledge based content to train AnswerBot? Thanks

    • Re-Apply SLA When Ticket Reopened from Closed Status?

      If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers

    • Reports showing 24hr days instead of business hours

      I am not sure what I am missing, I created a report to look at resolution times in business hours but it is displaying hours based on 24hr days. I have business hours set (7am-5pm) and all that functionality is working, the reports are displaying 2 days

    • HOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS

      Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling price

    • Skip Pages - Zoho form

      Hi Team, I need help with skipping pages based on the below logic in Zoho form: If field number of borrowers is 1 and field number of dependants is 0 then do not show page borrower 2 and 3 If field number of borrowers is 2 and field number of dependants

    • How to print blank form and also how to use form offline

      I have created a form in PC and want to use the form in the field to gather information. Can I use the form offline in PC - in case I have no internet access? As a fail safe, I'd like to print the blank form ut just in case the PC form doesnt work for

    • Using Marketing Automation Journey to associate lead record with a campaign?

      Hello, I am trying to push people from a Marketing Automation Journey to a CRM campaign so I can track lead journeys and lead conversions however I am hitting a roadblock. When a lead hits particular scores or does specific actions in marketing automation

    • Next Page