Tip#70: Update the ownership of the card dynamically via Business Rules
Businesses which include multiple products will involve multiple teams based on the product chosen. The ownership of the cards needs to be updated based on the product chosen. In such cases, manually updating the ownership can be difficult. With BusinessField contains number of jobs on progress
Hello, Is it possible to have a field in the form that shows the number of jobs are currently in progress with the same title? Is this something doable using scripts? How?pelase help qntrl is down we can't download any files attached to the comments
please help Qntrl is down we can't download any files attached to the comments we reported the case six hours ago and still not solved we tried different browsers from different countries and different users, from desktop and mobile app .. everywhereChange 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!Qntrl Product Updates | Q1, 2023
Dear users, We had some exciting feature updates released for this quarter while we are also working on revamping the product that will have quite a few new features and enhancements. The product revamp is currently in progress and we hope to releaseDynamic Field
Hello, Is it possible to have a field in the form, this field shows the number of the total cards in progress with the same title? for example, if we have 10 card with the title XYZ, 5 of them are closed and the other 5 are in progress. Then, the fieldEmoji in comments section issue - bug report
Hello, Whenever an emoji is added to the comments, it is being accepted. However, all the text after the emoji is being removed without any notice.Tip#69: Customize Due Dates and Trigger Email Notifications
The growth of an organization depends more on gaining the trust of its customers. The first step in establishing confidence is when consumers receive their finished product within the promised timeframe. When employees are assigned to multiple tasks andAudio player is now supported in the latest version of the Qntrl Android app.
Hello, In the the latest version of the Qntrl Android app (v2.0.18) we have brought in support for audio player. Now you can seamlessly enjoy total control over the playback of voice notes and other audio files from within the mobile app. Audio playerAttachment preview is not working in Firefox
Attachment preview is not working in FirefoxTip#68: Trigger Hourly schedules using Custom Functions
Schedules enable you to trigger custom functions at predetermined time intervals. Earlier, you can trigger custom functions daily, weekly, and monthly. In the most recent release of Qntrl, we have included the option to trigger custom function every hour.Revamped filters with new UI in the latest version of the Qntrl Android app.
Hello All, In the latest version of the Qntrl Android app (v2.0.16), we have revamped the filters with new UI. Earlier we have supported filters only for drop down fields and date fields. Now all the fields(multi select dropdown, multi-user dropdown,Tip#67: 3 easy ways to add drop-down options
Adding drop-down fields to a form makes it easier to select a value from a predefined list of values. There are 3 easy ways to add the drop-down options to fields. To add a drop-down field to a form, navigate to and select Orchestration from the menu.Tip#66: Export your Qntrl data
To discuss a few business metrics, you might occasionally need to share your Qntrl data with external users. Using the Export option in Qntrl, you can download your Qntrl data in XLS or CSV format onto your computer and share the data with external users.Tip#65: How can external users create Cards in Qntrl?
Sometimes, a business process involves users outside the organization. We may outsource and collect information that is needed for our business. In such cases, external users come in to picture. When these external users collect the required data, theyError while linking Zoho Oath to QNTRL
We are on Zoho One. When I try to connect to add ZohoBooks Invoice Read access to QNTRL via Zoho OAuth I get the following error: Error while performing action Your organization does not have permission to access connections. Please contract the respectiveTip#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.A quick recap of Qntrl's 2022
Resources: What’s New | Qntrl KB | Tutorials | Short Help Videos | How-To VideosTip#63: How to add new user from another Data Center
Are you encountering problems when adding users to your Organization and receiving the error "Different deployment/region users"? This problem manifests when you add a user who already has a Zoho/Qntrl account in another DC to your organization. Say yourTip #62: Replace and transfer ownership of a user
Have you ever questioned whether it is possible to replace a user when they are promoted or leave the company? In Qntrl, we have brought in an option where you can efficiently handle this by replacing the user and transferring ownerships from the formerLazy Load issue in list and kanban view
Hi, we have noticed that both the list view and Kanban view are using the lazy load option instead of pagination with no way to turn it off and use the normal pagination. In fact, the lazy load has created some drawbacks, for example: - In the list view,Bluprint Actions in Notification Emails
Hello, I wonder how can a user accept or reject an approval defined in any given blueprint from the e-mail notification to notify approving user that there is an item waiting for the approval. Best.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 beginningTip#60: Lock the fields of Cards at different stages
When a card passes through a number of stages, each stage being owned by a different user, data added by one user shouldn't be modified by other users. In these circumstances, you can use the Card Lock functionality to lock the fields, comments, or attachments.Custom fields like Phone number, Multi-user and Currency are now supported in the latest version of the Qntrl iOS mobile app
Hello All, In the latest version of the Qntrl iOS mobile app (v2.0.7), we have brought in the below enhancements. Custom fields like Phone number, Multi-user and Currency are now supported in the app in all forms. As per Apple guidelines, now customersLack of basic features
Hello, we just moved to Qntrl from another platform, and In fact, Qntrl is having some great futures, however, it lacks other basic things such as: - Adjusting the width of the columns. - Show/hide any columns without restriction, currently, we can'tTip #59: Use Card ID to Filter Cards and Set Criteria
Qntrl now supports filtering cards in List and Kanban views using Card ID. You can either enter the entire card ID, complete with the prefix, or enter only the card number to filter. This is useful when you want to search for specific cards or group them.How-to video section now has more videos!
The best technique to help users comprehend a product (or) a feature of a product in a much simpler way is through video tutorials. There are a few features released in Qntrl in the last few months. We've now included a bunch of videos covering theseExtension Series #03: Attach files from cloud storage in Orchestly
Gone are the days when we were restricted to accessing data only from the local device it is stored in, like external hard drives, flash drives, and CDs. Given the changing world around us, it is more reliable to use cloud storage, which is secure and easy to access from any device, without the need to look for places to store data. It is more flexible than traditional storage. This is where extensions like Google Drive or Dropbox can help access your business documents and attach them to OrchestlyTip #58: 5 filters helpful in Card views
Filters help us spot specific cards and limit the results that are displayed on screen. This helps us focus on a set of cards and group data easily. Filtering can be performed by configuring conditions based on default and custom fields in Qntrl. ToTip#57: Prioritize Orchestrations to be listed in the top panel
You have many Orchestrations in your Organization but you regularly work only on a particular set of orchestration. In such a case, you have the option to view or display only the Orchestrations that you currently need or work with. For instance, anTip #56: Reorder columns in Card list view
Viewing primary information first can be a game-changer when there are multiple ongoing Cards under your organization’s dock. Custom Column option under List View in Cards helps us achieve this in Qntrl. By configuring this option, you can view the columnsOrchestly 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 businessDeep-linking is now supported in the latest version of the Qntrl Android mobile app
Hello All, In the latest version of the Qntrl Android mobile app (v2.0.6), we have introduced support for deep-linking which allows users to directly access the module content within the app through links. Please update the app either from the Play StoreLookup and Relation fields are now supported in the latest version of the Qntrl Android mobile app
Hello All, In the latest version of the Qntrl Android mobile app (v2.0.5), we have brought in support for Lookup and Relation fields within the app. Now you can choose options from Lookup and Relation fields while adding/editing a card and also in performingTip #55: Set Validation in File Formats added as Attachments
Would you like to allow only selected file formats to be added as attachments? We have now got the option to set the validations in Attachment and File fields. For instance, an insurance company would like to shift their entire claim process onlineQntrl Product Updates | Q2, 2022
We've rolled out quite a few useful features and enhancements this quarter. We’ve also expanded our help materials with new how-to videos. Here's a quick rundown of our recent updates: Send emails to create cards using Email In Qntrl now allows youTip #54: Set Stage deadline in Blueprint based on Date & Time fields
Do you want to create SLAs based on Date & Time fields? Stage deadlines can now be configured in Qntrl based on Date & Time fields. We have added Set date field and Set conditional deadline options within the Stage deadline field in Blueprint. EarlierExternal users
Hi there, How flexible are workflow in Qntrl for people who are not part of your organization and not Zoho users? Can workflows be triggered by events like emails or click on a web form? ThanksDeep linking is now supported in the latest version of the Qntrl iOS mobile app.
Hello All, In the latest version of the Qntrl iOS mobile app (v2.0.6), we have brought in support for deep linking which allows the user to access the module content directly on the mobile app through URLs. Please update the app either from the App StoreNext Page
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Tip#70: Update the ownership of the card dynamically via Business Rules
Businesses which include multiple products will involve multiple teams based on the product chosen. The ownership of the cards needs to be updated based on the product chosen. In such cases, manually updating the ownership can be difficult. With BusinessQntrl Product Updates | Q1, 2023
Dear users, We had some exciting feature updates released for this quarter while we are also working on revamping the product that will have quite a few new features and enhancements. The product revamp is currently in progress and we hope to releaseTip#69: Customize Due Dates and Trigger Email Notifications
The growth of an organization depends more on gaining the trust of its customers. The first step in establishing confidence is when consumers receive their finished product within the promised timeframe. When employees are assigned to multiple tasks andAudio player is now supported in the latest version of the Qntrl Android app.
Hello, In the the latest version of the Qntrl Android app (v2.0.18) we have brought in support for audio player. Now you can seamlessly enjoy total control over the playback of voice notes and other audio files from within the mobile app. Audio playerTip#68: Trigger Hourly schedules using Custom Functions
Schedules enable you to trigger custom functions at predetermined time intervals. Earlier, you can trigger custom functions daily, weekly, and monthly. In the most recent release of Qntrl, we have included the option to trigger custom function every hour.
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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 beginningOrchestly 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 businessA 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 efficiencyTip #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 templatesTip #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
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