Tip #44: Customizing outgoing transitions from stage
Transitions allow users to complete cards, one step at a time. While a few stages can be reached with single transitions, the others might require more than one transition. To keep track of all the outgoing transitions from a stage, we’ve introduced a
How-to Videos now available for Qntrl!
We've rolled out a new help resource for our customers and partners to onboard more smoothly onto Qntrl, so that you can build, automate, and track business processes more easily, enabling you to take complete control of the workflows and activities.
Qntrl iOS mobile app now supports Save as draft option.
Hello All, In the latest version of the Qntrl iOS mobile app (v2.0.5), we have brought in support for Save as draft option. Cards and transitions can now be saved as draft and edited as well. In Layout Module: Save as draft option by tapping drop down
Rewinding Qntrl's 2021-- What's new? What's next?
It’s been a busy year for all of us with juggling the idea of hybrid workspaces or going back to offices. With this in mind, we wanted to do our part to help our customers ease their interaction with workflows—be it from their home or office. User experience
Qntrl iOS app now supports Lookup and Relation fields
Hello All, In the latest version of the Qntrl iOS app (v2.0.4), we have brought in support for Lookup and Relation fields. Now you can choose options from Lookup and Relation fields while adding/editing a job and also in transitions. Relation and lookup
Tip #43: Organize emails better with Qntrl’s new Email Templates
Qntrl’s email templates help structure the details to be communicated to the end-receiver and also triggers the emails at specific events, thereby, simplifying end-to-end email automation. Revamping a step further, we’ve introduced Folders in Email Templates
Tip #42: Auto-populate field values automatically from database using Server Scripts in Qntrl
Have you been spending too much time switching between applications or accessing the database every time you want to fill up information while creating cards? Save time and automate the process using Server Scripts. Fetch data from your organization's
Tip #41: Public Forms in Qntrl
The most requested feature of our last quarter was to allow external users to fill forms in Qntrl. This way, organizations can engage different external users to fill the form and reduce the number of user licenses purchased. Addressing this query, we
Tip #40: Prioritize and automate Business Rule execution in your organization
Business rules , in an organizational approach, provide procedural steps to certain actions or inconsistent outcomes when business operations take place. This provides an outline on how a business will operate if some pre-defined actions occur. When the
Qntrl Android app is now HIPAA compliant
Hello Everyone, Qntrl Android app now encrypts the mobile database and shared preferences, adhering to HIPAA policy. You can update the app either from the Play Store directly or using the link given below: Qntrl app for Android Regards, Bala
Tip #39: Create tasks periodically using Qntrl
Every business has a set of routine tasks that are to be repeated periodically. This might include standard procedures like sanity checks, security audits, expense audits, customer follow-ups, and so on. Since they are mundane, there is a chance to miss
Tip #38: Make the best use of Audit Logs in Qntrl
Qntrl is a workflow orchestration software that allows you to create tasks, handle and manage them while also ensuring the business process is accomplished with the right workflow. To record the information about who has performed activities within the
Qntrl iOS app is now HIPAA compliant.
Hello Everyone, Qntrl app now encrypts the mobile database i.e. all your data in the database will be encrypted, adhering to HIPAA policy. You can update the app either from the App Store directly or using the link given below: Qntrl app for iOS Regards,
Tip #37: Authorize remote connections using Bridge in Qntrl
Organizations that operate on private internal networks often require a communication medium for third-party applications to interact with their systems. To facilitate this communication, Qntrl has introduced Bridge. Bridge is an installable java application
Tip #36: Create efficient trend analysis Reports in Qntrl
Reports in Qntrl gives you an overview and monitors the important activities within the organization. With this feature, you will be able to have an insight over different information in a simple visual format, making it more relatable and efficient when
Blueprint or Zoho Orchestly
Hi, I have just taken a Zoho one license and plan to start mapping our business processes and workflows. I am a bit confused as to which Zoho app should i use for it. Should it be blueprint (in CRM) or Zoho orchestly or some other app? Please provide
Tip #35: 5 Custom Views that can benefit you everyday
Custom views might seem like a fairly simple feature but the solutions it offers are extensive. Custom views are used to group and display only relevant cards in an orchestration so that the cards requiring utmost attention are always in your view.
Lots of issues when using FireFox
I cannot use the Qntrl platform at all when on Firefox. Here are a few of the issues I run into: A random widget appears when viewing a job that is not there under Chrome: The New Job page is completely blank! Below is the Javascript error in the console
You can now save the jobs as drafts in the Qntrl app and edit them as and when required
Hello, All! Jobs can now be saved as drafts within the layout module in the latest version of the Qntrl Android app (v2.0.2). Saved drafts from different layouts will be displayed for quick view which you can access directly to edit. Please refer the
Tip #34: Hide sensitive fields with field-level security in Qntrl's cards
With Cards in Qntrl, you can create tasks wherein an individual user or team can refer information about the task and ensure everyone with access to the card is well-informed about the card details. However, it can certainly be possible that not all card
Tip #33: Maintain uniform data in all your applications using Server Scripts in Qntrl
Server scripts in Qntrl provide command to customers to code their own scripts that run on their databases or servers, executing business operations and transferring data to and from Qntrl. It helps develop company-specific business logic to manage databases,
Tip #32: Share data between Cards & fill repeated Field values easily with Field Lookup
We often tend to fill the same set of information in different cards but what if Qntrl could make it easier for you? Well, it already has! Avoid adding the same information manually and do the same task more efficiently using Field Lookup . Connect
Tip #31: Track delays and capture causes for delay using Client Scripts in Qntrl
Overcoming project delays is a major concern for many businesses. Most industries like IT, manufacturing, transport, and construction work on defined time lines and any delay in completion might lead to cost overrun, compromised reputation, or even failed
Tip #30: Manage Stage Deadlines With Work Hours In Qntrl
Qntrl lets you keep track of the tasks step-by-step in a business process and helps you meet deadlines without any last-minute rush. Deadlines can be configured for every single stage of the workflow to ensure each step is performed on time, leading to
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?
Tip #29: Build your own custom widgets for Qntrl
Qntrl provides various real-world solutions that allow organizations to run their entire process using workflow automation. Besides the solutions we provide, we also let our customers play around with the product and develop unique custom solutions for
Orchestly is now Qntrl
We are excited to let you know that Orchestly now comes with a brand-new name—Qntrl and a bunch of futuristic features to help you upscale your enterprise. Qntrl is a workflow orchestration platform to design, automate, and analyze all your business
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
Extension Series #08: Improve collaboration in your business with Zoho WorkDrive for Orchestly extension
Efficient and effective collaboration tool -- be for individuals, teams, or enterprises -- gives more space to share ideas, procedures, and helps the organization stay on the same page. Initially, working with hard copied documents was not just time-consuming
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
Users module is now supported in the latest version of Orchestly Android app
Dear All, We now support 'Users module' in the latest version of Orchestly mobile app (v1.0.12). You can now manage the list of users and their info right from within the app. You can download the latest version of the app directly from the link given
A walk through Orchestly's 2020
Among the numerous technologies that stood resilient during this pandemic, cloud and automation make it to the top spots. Orchestly, being a cloud-based automation software, has been able to support customers to adapt the changes quickly, ensuring efficiency
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
Tip #28: Using field title and label in Orchestly
Layouts in Orchestly allows you to create numerous fields along with its properties. Fields are usually created in order to facilitate and collect data from users, that can help organizations work on the tasks further. However, creating too many fields
Tip #27: Customize the sender’s email address for emails from Orchestly
Customers are the top priority in any business. Keeping the conversation alive is vital for every growing business. To improve engagement and collaboration between organizations and customers, Orchestly supports automated notifications and emails. These
Tips #26: Business Scenario for Orchestly's Custom Reports
There are times when some business activities and tasks are required to be managed and tracked diligently. At such instances, you can always create Orchestly's Custom Reports where you can drill down the data you actually wish to track and analyze. Benefits
Tips #25: Monitor your organization's activities using Audit Logs
Large organizations often face challenges in monitoring the activities of their employees with respect to security and compliance while using a third-party software. Protecting customer data, ensuring appropriate access permissions, watching out for unusual
Tip #24: Convert jobs to Zoho Desk tickets from Orchestly
Do you want to convert your scattered customer queries in Orchestly to tickets in Zoho Desk, so you can focus on the queries/issues exclusively and keep teams informed on updates? Well! All you need is to implement custom functions - Create_Ticket_in_Zoho_Desk
Tip #23: Automate decision-making in workflows using Orchestly
A McKinsey survey states that an average employee spends more than 30 percent of their working time on decision-making. While big-bet decisions demand your time and resource, spending too much time on recurring decisions might end up pricey for the organization.
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