Tip #31: Track delays and capture causes for delay using Client Scripts in Qntrl

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 projects. To overcome this, monitoring instances of delay regularly, right from the initial phases of a project is essential.
 
Automating delay management is a recommended step as it eases central monitoring and reduces errors. To automate delay monitoring, Qntrl supports SLAs for every single stage. But, if you want to track time delays beyond individual stages—for a group of stages or an entire card—Client Scripts can be of help.
 
Client Scripts are coded by users to process existing data or add additional validations to data available in Qntrl. Let us now calculate the time delay using Client Scripts.
 
Business case
Donelly Constructions uses Qntrl to track the progress of their construction activities. They require to calculate the time difference between 2 given transitions to monitor the delay. If the calculated time limit is higher than 72 hours, the field ‘Reason for delay’ must be mandated to be filled by the user while closing the card.

Solution
  • Create a form with 2 Date & Time fields.
  • Configure the blueprint transition’s After section with Update Fields to capture the time at which the transitions take place.
  • Code the Client Script to calculate the time difference between 2 transitions and if any delay is spotted, prompt the user to provide the reason for delay while performing the last transition.  

Sample configuration

Step 1: Create 2 Date & Time fields in forms to capture the completion time of transitions.
  • Here, 'Time of milling' and 'Time of testing' are the 2 fields used.
  • Turn off the visibility of these fields to restrict users from filling them during card creation.


Step 2: Record the exact completion time of transitions using Update Fields in Blueprints or Business Rules.
  • In the blueprint, configure the 2 transitions you want to find the time difference between with Update Fields in After section.
    • Note: Any 2 transitions other than the last transition can be configured here.
  • Set the action as ‘Time of milling’ = ‘Execution date’ and ‘Time of testing’ = ‘Execution date’.

  • In the final transition, configure During section with fields ‘Time of milling’, ‘Time of testing’, and ‘Reason for delay’ to prompt the user while closing the card.


Step 3: Find the time difference between 2 date and time fields,  Identify delay, and hold accountability using Client Scripts.

Configure the client script for the last transition with execution trigger as OnLoad.


  1. async function onLoad(forpage) {
  2.     //You can lock the fields to restrict users from changing the time value
  3.     current.Layout.Fields.<select-first-date-field-here> .lock();
  4.     current.Layout.Fields. <select-second-date-field-here> .lock();
  5.     var request_time = current.Job.getValue(current.Blueprint.Transition.Fields. <select-first-date-field-here> .id);
  6.     var finished_time = current.Job.getValue(current.Blueprint.Transition.Fields. <select-second-date-field-here> .id);
  7.     //Calculating the time difference and validate it
  8.         var difference = (finished_time.value - request_time.value) / (1000 * 60 * 60)
  9.         if (difference >= 72) {
  10.             current.Blueprint.Transition.Fields.<select-reason-for-delay-field-here>.setMandatory(true);
  11.             current.Blueprint.Transition.Fields. <select-reason-for-delay-field-here> .show();
  12.         } else {
  13.             current.Blueprint.Transition.Fields. <select-reason-for-delay-field-here> .hide();
  14.         }   
  15.     }




Here, when performing the final transition, if the time difference is greater than or equal to 72 hours, the field ‘Reason for delay’ is set to mandatory. Else, if the time difference is less than 72 hours, the field will not be prompted for the user.  



Let us know if this business case is useful for you. You can view more such sample client scripts in our KB. If you have any unique requirements, comment below or email us at support@qntrl.com.

    • Sticky Posts

    • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

      Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates

    • Qntrl's 2023 year in review

      This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new

    • Tip #61: 5 different ways to create Cards in Qntrl

      Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning

    • Tip #17: Stay informed of significant business impact using Orchestly

      With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business

    • Onboard faster with Orchestly's Tutorials

      We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric

    • Recent Topics

    • Zoho Books-Accounting on the Go Series!

      Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.

    • Desktop app doesn't support notecards created on Android

      Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to

    • Notes created in mobile can no longer be accessed in desktop

      Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone can

    • Function #49: Manage varying installment payments using Zoho Books

      . Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?

    • Zoho Writer - Option to Export as .zdoc format

      I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to become

    • Is it possible for contacts to "Re-enter" a workflow in Zoho Campaign?

      We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first go

    • Bulk upload images and specifications to products

      Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.

    • Out of Office for Just One of My Alias Email

      Can I set up the Out of Office Reply for Just One of my Alias Email Addresses?

    • Can I map multiple Surveys into the CRM using the same fields?

      Hello, We are a healthcare practice that offers two distinct services (Nutrition and Primary Care). We use Zoho Survey for our lead generation form (Get Started Survey), which allows people to express interest in one of the two services and even allows

    • Dealing with API responses where integers have more than 16 digits

      Hi there How do I deal with an api response contaning an int or float with more than 16 digits (before any decimal places for a float). I constantly receive the response "Unable to cast the 'BigInteger' value into a 'BIGINT' value because the input is

    • Can't change form's original name in URL

      Hi all, I have been duplicating + editing forms for jobs regarding the same department to maintain formatting + styling. The issue I've not run into is because I've duplicated it from an existing form, the URL doesn't seem to want to update with the new

    • Need Inactive accounts to be visible in Reports in Zoho Books

      I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report

    • unblock e-mail

      please unblock my e-mails info@meatnews.gr and myrtokaterini@meatnews.gr

    • Add Zoho Mail for users who do not need Zoho One

      We have licenses for ZOho One for teams that need to use the suite of products that Zoho One offers.  We have 8 more people who only need email access and we would like to add just a Zoho Mail.  They do not need the Zoho One license.  We are currently

    • ZML vs HTML Snippet - which is better?

      Are there certain use cases where one is better than the other?

    • Auto CheckOut Based On Shift.

      This Deluge script runs on a scheduled basis to automatically set the 'Actual_Check_Out' time for employees who haven't manually checked out. If the current time is past their scheduled 'Shift_End_Time', the script updates the check-out time to match

    • How to remove some users in zoho accounts

      How to remove some users in Zoho accounts.

    • Infinite loop of account verification

      Hi I can't do anything on my zoho account.  I always get this message Hi Sheriffo Ceesay As a security measure, you need to link your phone number with this account and verify it to proceed further. When ever I supply the details, it displays that the number is associated with another account. I don't have any other account on zoho so this is really annoying. 

    • Load PO_Date field (Purchase Order) with current date in Deluge

      Hi, I'm not a full time developer, just helping to customize our CRM, in the small company I work for. There must be something wrong with me, because I can't do something so simple as complete a field with the current date in a function using Deluge.

    • Zoho CRM in Microsoft Power Automate Custom Connector

      Hi everyone, I’m building a Power Automate flow that integrates Microsoft Bookings with Zoho CRM. The goal is to automatically create a meeting (event) in Zoho CRM whenever a new appointment is booked via Microsoft Bookings. To achieve this, I created

    • Spell check sucks

      Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

    • How to include total km for multiple trips in expense report.

      Whenever I create a mileage report it only shows the total dollar amount to be reimbursed. The mileage for each individual trip is included but I also need to see the total distance for all trips in a report? How do I do this?

    • Outgoing blocked: Unusual activity detected.

      I just made payment for my Zohomail Today and have been debited so i will like to be Unblocked because this is what it says (Outgoing blocked: Unusual activity detected) Thank you i await your swift responses

    • Zoho One Login Issue - Unable to receive OTP

      Hi Support Team, I am experiencing a unique login issue with Zoho One. I am attempting to log in from India using Zoho Login credentials provided by a USA-based client. Their Zoho account is hosted on a US data center. After entering the username and

    • Question Regarding Managing Sale Items in Zoho Books

      Good day, I was wondering about something. Right now, Zoho Books doesn’t seem to have a way to flag certain items as being on sale. For example, if I want a list of specific items to be on sale from October 1 to October 12, the user would have to export

    • In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subf

      In the Zoho Creator Customer Payment form i Have customer field on select of the field Data want to fetch from the invoice from based on the customer name In the Customer Payment form i Have subform update Invoice , there i have date field,Invoice number

    • Problem of Import Client Users From CRM and or Expense

      I am premium plan user on Projects. I have about 500 customers on Expense and CRM that integrated with each other. According to at below link, I am trying to import clients from CRM, system not allowed to select any customer. If I import from Expense,

    • Unable to see free plan option

      Hello Zoho Support Team, I hope you are doing well. I am trying to sign up for Zoho Mail, but I am unable to see the option for the free plan. Could you please guide me on how I can access or activate the free plan? Thank you for your assistance.

    • unblock my zoho mail account. outlines@zoho.com

      please unblock my zoho mail account, outlines@zoho.com

    • domain not verified error

      Hi when i try to upload a video from zoho creator widget to zoho work drive iam getting domain not verified error.I don't know what to do .In zoho api console this is my home page url https://creatorapp.zoho.com/ and this is my redirect url:www.google.com.Iam

    • equest to Disassociate Bigin from Zoho One and Migrate to Standalone (Upgrade to Bigin Premier – 3 Seats, Annual)

      Dear Zoho One Support Team, I’m writing to request your assistance to disassociate (remove) the Bigin application from our Zoho One organization while preserving all existing Bigin data. After the disconnection is successfully completed, we intend to

    • SMTP email sending problem

      Hello, I've sent emails before, but you haven't responded. Please respond. My work is being disrupted. I can't send emails via SMTP. Initially, there were no problems, but now I'm constantly receiving 550 bounce errors. I can't use the service I paid

    • billing

      hi, I am being billed $12/year, and I can't remember why. My User ID is 691273115 Thanks for your help, --Kitty Pearl

    • How to add receipts

      How to add receipts

    • Unable to enable tax checkboxes

      Hi Zoho Commerce Support, I'm writing to report an issue I'm having with the tax settings in my Zoho Commerce store. I've created several tax rates under Settings > Taxes, but all of them appear with the checkbox disabled. When I try to enable a checkbox,

    • Zoho Commerce - Enable Company Name and Tax Number collection for B2B orders in Global Edition

      Please enable Company Name and Tax Details option on checkout settings in Zoho Commerce Global Edition. It is still important to collect Company Name and Tax Number for B2B sales in many countries. My business is based in Ireland (in the EU) and I have

    • ZohoSign and ZohoBooks Integration/Workflow

      Hello All, We utilize ZohoSign for signatures on tax eFiles. We utilize Dynamic KBA. Additionally, we use ZohoBooks for invoicing for these services. Is there a way to accomplish the following: Send a copy of the Tax Return, Invoice and eFiles in one

    • Manage monthly tasks with projectsf

      Hi All I run a finance and operations team where we need both teams to complete monthly tasks to ensure we hit our deadlines. Can Zoho projects be used for this. There many finance focused tools but we have Zoho one so want to explore Thanks Will

    • Zoho Suite is very slow

      Since today Zoho is incredibly slow over all applications! What's going on?

    • How can I track which zoho users are actively using Zoho CRM

      I have several licenses of Zoho CRM. We now need to add a new user. I could purchase a new license, but before I do, I would like to see if any of our existing users are not actively using the license assigned to them. How can I determine the activity

    • Next Page