Line Item Flexibility
Hi, 1) just wondering if there is anything we can do with line items? As far as I can tell, they are display only? Use in triggers or with scripts? (ie, client side total a column and place the value in another field) 2) Advanced fields inline items?
Orchestly - Vision and Roadmap?
I'm curious, what is the vision and roadmap for Orchestly? What does Zoho want it to be when it grows up? And what is that growing-up timeline? Orchestly is being pitched as a way to manage workflows and SOPs, but the actual software at this point seems
Change the order of columns in kanban view
I am wondering if it is possible to reorder the swimlanes in the kanban view? I have created a custom layout and a blueprint which shows the appropriate columns, but I can't seem to order them the way I'd like. Any help would be appreicated!
Orchestly Documentation is empty ?!
HI, I'm trying to get information about the API of Orchestly. but it seems that it has disapeared ? Any pages (here UpdatdeJob() ) doesn't display. (Brave or Firefox) https://orchestly.zoho.com/apidoc.html?type=reference&module=jobs&action=UpdateJob Is
Orchestly and Zoho Projects
How Orchestly and Zoho Projects were designed to work together? Our organization has lots of projects. Each project has its respective tasks list. Each task needs a business processes to be performed to get done. How can we use both apps to take full
How to Handle Mandatory, but Non-Sequential Stages and Transitions
I'd like to make Orchestly really drive our processes in our company. One place where it would be really useful is managing periodic processes. As an example, we have end-of-month, quarterly, and annual activities that have lots of individual things that
PDF preview in Orchestly
Considering that there is a Sign extension for Orchestly, it would be natural to be able to preview PDF documents attached to jobs, as Orchestly does with images. Sign always attaches PDFs.
About ZohoOrchestly to add a next person
Hello Please teach me how to add a person to approve some documents from me. Thak you.
Option to add a description to each stage
I love the idea of Orchestly and the efficiency it promises. The option to add a description to each stage is one key feature I would need before integrating it into my workflow. The name of the stage may not be sufficient information to communicate the
hiding fields and revealing after phases or transitions
New to Orchestly; learning I have a new Layout that I have 4 basic phases I want to execute actions against. I have left the first phase viewable; phases (fields within sections) 2-4 are hidden. In the first transition I have it set to 'add' the fields
Orchestly to Connect integration
Wondering if it's on the road map to send job notifications through Orchestly instead of email? Our company is working hard to adopt one location for communication and it would be a great feature to see those notifications there.
Orchestly translations incomplete
I wonder why the Orchestly user interface is not fully translated into Spanish. The word "Job" and field names "Team" and "Assignee" aren't translated and neither are any of the pick-list fields options on fields like "Priority", etc.
Orchestly with Zoho One
Now that Orchestly has been added to Zoho One will it ever become more than just a standalone app? It does not seem like it integrates with other Zoho apps at the moment.
Orchestly System as a Stand-Alone
I have seen the website of Orchestly and also read a little bit about its features. However it is not exactly clear whether Orchestly is available as a standalone system for managing the entire processes of an organization in addition to automating them.
Webhook field limitations in Orchestly
Hello all, I've noticed a major limitation in Zoho Orchestly- there are only 6 key-value parameters available to be passed over webhooks: I use orchestly with Zoho Flow, which interfaces with many other Zoho Products (I have Zoho One Enterprise.) The
Orchestly Phone Support
When will Orchestly Phone Support be available? There are a lot of questions I have that would be better addressed over phone than over support forms such as this. Thanks!
Return for custom functions in Orchestly?
I noticed that there are no return types available except for void in Orchestly's custom functions: When will other return types be available?
How do I store Job Specific data in orchestly?
I don't see any way to change or store key value pairs that are specific to jobs during the Orchestly blueprint process; I know there exists things called "entity properties," and there's a property tweaker app that allows access to those (which I have
Opening links on transitions?
Hello, I have a zoho flow that triggers by Zoho form. I want one of my transition stages to open the link to the form which triggers my flow, thereby executing the flow after form data is submitted. I haven't been able to find this in the "during" tab