Modules in Zoho CRM often contain subforms, collections of individual entries related to the record they sit on. In an invoice module, for example, each record might list the products or services a customer was billed for, added as entries in a subform along with details like quantity and list price.
Working with a subform has traditionally meant opening the record, scrolling down to find it, making changes, saving, and returning to the list view. Doing that across multiple records quickly becomes a slow workflow, especially for something as routine as checking or adjusting a handful of line items.
This kiosk adds a button, "View Invoiced Items," next to every invoice in the list view. Clicking it instantly shows the invoiced items for that specific invoice, lets the user add a new item on the spot, or select and delete one or more existing items, all without ever opening the underlying record. The same kiosk can be cloned and adapted for other modules with subforms, such as Sales Orders or Quotes, rather than building each one from scratch.
The button in the list view is connected to a kiosk built from elements such as GetRecords and Screens, which retrieve and display the relevant subform data. Adding and removing subform entries specifically relies on custom function code, since this goes beyond what the standard pre-built actions handle on their own.