Tip#64: Transitional fields in Qntrl

Tip#64: Transitional fields in Qntrl



A form can contain many fields, but some fields will be relevant only to certain users or in certain scenarios. So, listing all the fields when they are not required will perplex the users. It is always better to hide the fields that aren't required. With Qntrl, you can add new fields to a form when a card goes through a particular stage. This way, we create fields only when it is necessary.
 
For instance, in the hiring process when a candidate has cleared the interview and is in discussion about the salary package, you can create a field Expected package while performing the Selected transition. This field will be added to the card details, under the Transition Fields section. 







Note: This field will not be displayed at the time of card creation. It will be displayed only when the card passes a particular stage.
 
We hope this information was helpful to you. If you have any suggestions or queries, do email us at support@qntrl.com
                            Help resources:  Qntrl KB |  Tutorials |  Short Help Videos |  How-to videos

    • 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

    • Unable to connect to smt servers.

      Unable to connect to smtp.zoho.eu servers. Therefore, I cannot send emails via smtp.
    • Problem Pasting Into Notes

      Occasionally I want to create a note by copying and pasting a few paragraphs from an article on line. When I create a new note and paste in the section the newly created note winds up with each paragraph in white text on a dark background rather than
    • Not receive mail

      I just made my Zoho mail but I cannot receive any mail at all. What happen
    • Possible to reorder Pipelines position?

      I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines
    • How do you pre-fill Form fields using URL parameters, for embedded forms?

      Is this possible? This is something that can be done on most major Form platforms (JotForm, TypeForm etc). Currently if pre-filled fields are a necessity for your business, you cannot use embedded forms.
    • Unable to delete Attachment on Modules/Record

      Hi Team, Could you please check the backend. Looks like today, CRM decided not to allow deletion of Attachment on Modules or Records. No error message but when you click Delete > Move to recycle bin, nothing happens. Please fix ASAP.
    • Filter Multi-Line Properties with Plain Large Text

      To be able to filter fields that feature Plain large text, I am only able to filter on plain small text when you offer 3 separate options.
    • Zoho Mail : Email Outgoing Blocked

      I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able
    • Update date field from one module to the another

      Hi, I have a module called "Cargo". In this module there is a date field called "Fecha ETA". Api name = Fecha_ETA I have another module called "Deals". In this module there is a date field called "ETA 2". Api name = Fecha_Madrid I need to create a function
    • Delete completed tasks

      My completed tasks will not delete. I have tried deleted them all together and one by one. It says they are deleted but they are still showing on my list. Help
    • One user multiple access?

      Hi, I want to know if t is possible to have just one Zoho account for the business and have multiple users access this at the same time?
    • Notebook not working on Windows 11/Atlas OS

      Hello, I jave bought gamer laptop in used condition to make some AI application. I installed Atlas OS to improved performanceds and it is working very well. I have Avast Secutiy as firewall. The whole system is really fast and all my apps work well....but
    • Why are you taking functionality out of notebook?

      We were able to choose a custom sort, in free version. Now it seems that feature is only available if I upgrade. Not a nice trick, shame.
    • Is Zoho Notebook available in any other languge besides english?

      There seems to be no option to change the language of the UI in the web browser version of Notebook, is this the case for all other versions? iOS Android Windows App MacOS
    • Completely blank window

      When I open my notebook application on Windows 10 I get a completely blank window, see the attached .png file. There is no notebook or any hint that notebooks exist. Furthermore, the application always asks me to sign in again *every* time I start it.
    • To be able to create a report sub folder

      Hello Can we request the ability to create subfolders in report folders.
    • Default Lookup Field Value based on Picklist

      How do I change a lookup field value based on another field's value, while creating/editing a record using form? I have a picklist of different types of Loans. For example: PPP, EDIL, Term, etc. When I create a record using the form, if I choose PPP from
    • Unable to create a Zoho Desk ticket from a call in Zoho CRM

      I want to create a Zoho Desk ticket when a new record is created in the Calls module in Zoho CRM. However, I get the following error message when trying to test & debug: We are unable to setup Zoho CRM. Please try again or contact us for further help
    • How to add a discount (percent %) field?

      My particular case it’s regarding the “Opportunities” module. I’ve created a subform to calculate the value of the opportunity, and now I’d like to include a discount field in the form of a percentage. However, no matter how or where I add the "percent"
    • Page HTML to PDF

      Hello everyone, I have a pdf template, but because zoho has limitations in the builder. I made the template in aPages. The question is, how to export the pages as PDF? Thank you very much.
    • Issues with certain CRM, Desk & webhook blocks in Guided Conversations

      Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot
    • Zoho Sign API lacking clarity

      I'm trying to use Zoho Sign to embed a document for signing into a web application, and the documentation is proving to to be lacking something. Some issues... 1) No clarity if the API only works with a document uploaded through the API -- it would be
    • 【Zoho CRM】キャンバス機能のアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からキャンバス機能のアップデートをご紹介します。 新たに追加された「可変式ボックス」では、データの表示方法を柔軟にカスタマイズ可能です。画面サイズやデバイスに応じてレイアウトが自動調整されるため、より快適なユーザー体験が実現します。 【目次】 可変式ボックスとは 主要機能の詳細 より高度な可変式ツール 1.可変式ボックスとは 可変式ボックスをレイアウトに組み込むことで、高いカスタマイズ性と柔軟なデザインが可能になり、データの視覚化やユーザーインタラクションがより効果的に行うことができます。以下が可変式ボックスが備える主要な機能の概要です。
    • Notebook for watch no longer in Play store.

      I had to reinstall Notebook on my Galaxy Watch 7. Alas: the app is no longer available in the Play store. What now?
    • move notebooks to another notebook?

      Do I have the ability to add one or more existing notebooks to another notebook? For example, I have an existing notebook named Dog, with several articles in it, and I would like to move it to another notebook called animals?
    • Import from OneNote

      Is there a way to import notes from OneNote? 
    • Add export option that only export one or selected notebooks

      Currently the export function will export ALL data every time, this not only wastes user bandwidth, disk I/O and local storage space, but also consumes more resources on the server. Partial export should be a very basic and easy-to-implement feature.
    • Zoho Creator Mobile app no Default Workspace

      When I use the Zoho Creator mobile app I do not get a default workspace. This is occurring for me and another new user. I believe this is an issue with Zoho One / Zoho Creator. I have tried working with support and it's been over a week of no solution
    • Kaizen #189: Manipulating Multi-Module Lookup (MML) Field using Zoho CRM APIs

      Hello everyone! Welcome back to another week of Kaizen. In this post, we explore the Multi-Module Lookup (MML) field in the Appointments module of Zoho CRM. You learn what an MML field is, how it works, and how to use it with Zoho CRM APIs. Table of Contents:
    • Xcode 16.2

      I am facing multiple bitcode enable issue with Zoho. Which version is compatible with xcode 16.2 or version with out bitcode Flutter 3.27.4 pod 'ZohoDeskPortalCore' pod 'ZohoDeskPortalServices'
    • Unable to invite contacts

      Hi! I'm unable to invite contacts as end-users from my trial account. The green pop-up displays "Invited succesfully" but the email never arrives, nor the re-invitation - even though it's "sucessfully" as well. Tried with several e-mail accounts, even
    • Set expiration date on document and send reminder

      We have many company documents( for example business registration), work VISA documents. It will be nice if we can set a expiry date and set reminders ( for example 90 days, 60 days, 30 days etc.,) Does Zoho workdrive provide that option?
    • Refresh Page Or View After Workflow-Triggered Rule

      Good Morning, Is this feature that's discussed on this CRM thread available on Recruit? https://help.zoho.com/portal/en/community/topic/refresh-page-or-view-after-workflow-triggered-rule
    • Forward, attach, or flag email to an open ticket.

      Hi, when resolving customer requests through tickets in Zoho Desk, it is very common to receive emails from suppliers or third parties in Zoho Mail accounts or email groups that are not registered in the system. Is there any way to forward these emails
    • Need help adding Zoho Vault License

      "Proceed" is grayed our when i try to add 5 more license on our Zoho Vault account. Thanks
    • 'call for best price' option

      Hi guys, Pricing of items that we sell to end-customers changes often, so I don't want to put up a 'static' price, but would like to have the option to 'call for best price', or what-ever the best wording is.. Has anybody got a suggestion on how to do
    • Modifying product search in invoice field

      Hello, I imported my product list in Books. Since I have many products with the same name, but with different order units, and that Books doesn't permit same names in items, I used ID's number has product name, and put the product name in the description.
    • How do I embed the webinar into a webpage?

      All I can seem to do is embed the signup form. This is cheesy. Surely they must have fixed this by now, right? How do I do it?
    • 404 Error When Using record_cursor in ZOHO.CREATOR.DATA.getRecords (js api)

      Iam working on fetching all records from a Zoho Creator report using the Get Records API (V2.1) with the following recursive function: js CopyEdit // Recursive function to fetch records using record_cursor from the response function fetchAllRecords(recordCursor
    • Add haptic feedback when QR / barcode is scanned

      Hi, One of my user has a Creator App and scan QR codes. He suggests a haptic feedback is a great addition to validate that the QR code is effectively scanned and inserted in to the field. He is using an iPad for scanning. Thank you !
    • Next Page