Kiosk Studio (guided action assistant on a record)
Build a step-by-step script that shows up as a button on a record page: screens that collect fields, actions that set fields and create tasks, and branches that divert based on a condition.
A kiosk is a guided assistant that runs on ONE record. It appears as a custom button on the record page (with the label you choose) and walks the user through steps: screens that display and collect fields, actions that run tasks, and branches that divert the path based on a condition. It is interactive: it only runs when someone clicks the button, never in the background.
Step 1: Create the kiosk
- Open Settings → Kiosk Studio and fill in the name, the button label (the text shown on the record) and the object the kiosk applies to.
- Add steps with the Screen, Action and Branch buttons. Use ↑/↓ to reorder and ✕ to remove.
- Screen: pick the fields to display/collect and mark the required ones. On continue, the values are saved to the record respecting validations and the process (blueprint).
- Action: build a list of composite actions: set a field, create a task/call/meeting/note, notify, or open a ticket. Use {{field}} in the text to insert the record value.
- Branch: pick a field, an operator and a value; set where to go when the condition is true and when it is false (next step, finish, or jump to another step).
Step 2: Activate and use it on the record
- Click Activate on the kiosk (it starts inactive).
- Open a record of the chosen object: the button with your label appears in the action bar.
- Click the button to open the assistant and follow the screens; at the end, the actions are applied to the record.
💡 Saving goes through the same rules as a normal record edit (validations, process and permissions): an empty required field blocks the next step. Deactivating the kiosk hides the button immediately.