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 forOrchestly 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 businessOrchestly - 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 seemsExtension 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-consumingChange 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 IsUsers 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 givenA 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 efficiencyOrchestly 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 advantage of Zoho?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 fieldsTip #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. TheseTips #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. BenefitsTips #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 unusualBlueprint 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 provideTip #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 and Post_and_Update_Comments_in_Zoho_Desk , and get it all sorted! Orchestly's Custom functions allows you to create user-defined functions which helps you connect and automate processes, and also integrate with other Zoho or third-partyTip #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. What are recurring decisions? Decisions, small or large, consuming your time every day or every time an activity occurs, can be categorized as recurring decisions. Here are a few examples: Finalizing a vendor based on reviews and quotationTip #22: Parallel Transitions in Orchestly
Do your team(s) perform multiple business operations simultaneously in order to reach the next stage of the business process? Are you puzzled on how to take up the parallel activities while you design your process workflows? We received multiple queries on 'Parallel Transitions'. Few of them are highlighted below. "Is it possible to handle parallel processes in Orchestly? We have three teams working simultaneously to reach the next stage of the blueprint. How can we set it up?" "We requireTip #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 #20: Onboard teams easily and assign access privileges in Orchestly
Onboarding a new software is very crucial for both the employer and employee. To make it smooth, Orchestly allows you to onboard your whole team easily and helps you decide the level of access privilege each employee must be provided. This can be done by setting the right Profiles and Roles to the employees. To give you a brief understanding, Profiles in Orchestly helps you define a hierarchy based on the responsibilities held by an individual in your organization. You can define the type of accessOrchestly Product Updates | Q2, 2020
We've rolled out quite a few useful features and enhancements this quarter. We’ve also expanded our help materials with the introduction of Tutorials. Here's a quick rundown of our recent updates: Schedule your custom functions Note: This is an earlyTip #19: Why should we set up criteria in Business Rules?
Business Rules in Orchestly help you automate your business processes by defining pre-defined actions that has to be performed when specific conditions occur. To do so, you can specify when the business rule is to be executed, and also add a criteria the rule has to match with. Business Rules can be used when you want to automate processes without a manual input, hence, quickening the overall process time, and letting you focus on the stages that are more important. What is the role of criteriaTip #18: Assign jobs to users dynamically using Orchestly
Note: The techniques mentioned in this article are Early Access features. If you'd like to try this out, please email our support team at support@orchestly.com. We'd be delighted to enable our new updates for you! Organizations run on different strategies. What works for one organization might not necessarily work for the other as the structure and approach varies. Similarly, even if we define a standard workflow for our teams, a few jobs might challenge the complexity of our workflow. AssigningTip #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 businessTip #14: Move Jobs through Blueprints in Orchestly
While we automate processes with well-planned workflows, at times we might require jobs to go through several blueprints to accomplish a business process. To facilitate this, Orchestly allows users to move jobs between blueprints. It can either be done manually using the Move option or automated using Custom Functions. Let us explore the business cases to automatically move jobs between blueprints using custom functions. Case 1: Move Jobs to another blueprint when the current blueprint finishesTip #16: Why should we set up criteria in Blueprints?
Blueprints in Orchestly helps you create a replica of your offline processes. At every stage, the process is handed over to the next respective team/individual/role. You can then follow-up with notifications, and approach the right point of contactTip #15: Manage notifications you receive from Orchestly
Notifications help you stay informed of the updates in your organization. We understand that too many notifications might clog your inbox or mobile screen, burying important information from your view. To avoid this, Orchestly allows you to choose what you want to be notified about. Organization-level notification settings Orchestly allows each organization owner to manage the notifications sent to their users. This includes notifications for job activities, common transitions, and job comments.Tip #12: Automate recurring activities using Schedules in Orchestly
Until now, custom functions in Orchestly are triggered from Blueprints and Business Rules based on transitions or updates performed in jobs. To widen the scope of custom functions and enable users to trigger functions independently, without relying on the actions performed in Jobs, we’ve introduced Schedules. Schedules are used to trigger custom functions periodically or at defined time intervals, viz. weekly, monthly, and yearly. Let us consider a real-time scenario where schedules can be used.'Sign in with Apple' is now supported in Orchestly iOS mobile app
Hello All, In the latest version (v1.0.7) of the Orchestly app, we have brought in support for an additional mode of gaining access to the Orchestly app. You can now sign in to the app using Apple ID by clicking on 'Sign in with Apple' option. It is now easier than ever to manage and optimize your business processes. I have attached a screenshot below for your reference: You can update the app directly from the App Store or using the link given below: https://apps.apple.com/us/app/orchestly/id1407213531Extension Series #07: Speed document approvals with workflow automation in Orchestly
Orchestly helps you improve the experience of digital workflow management. Orchestly's processes provide clarity with a single point of contact for each task in your organization. However, there can be times when we have to wait to get documents signed and approved. This can be one of the major reasons for delayed tasks, causing bottlenecks in the process. To make this easier for you, we have two extensions -- Document Merge (Zoho Writer) and Zoho Sign -- in Orchestly that can make document approvalRadio button and Checkbox custom fields are now supported in Orchestly Android mobile app
Dear users, We have now brought in support for the 'Radio button' and 'Checkbox' custom fields in the latest version (v1.0.10) of the Orchestly Android mobile app. I have attached a screenshot of 'Checkbox' field in Add form page below for your reference: Below is the screenshot of 'Checkbox' field in Job's detail page: Below is the screenshot of 'Radio button' in Add form: We have also brought in support for the option to set time in the 'Date and Time' fields in the mobile app. I have attachedTip #13: Create repetitive jobs automatically in Orchestly
Automating repetitive tasks allows us to improve consistency in the services we provide and lets us focus on other important tasks. It also eliminates manual errors and leverages time to increase productivity. Orchestly, in addition to workflow automation, allows us to create repetitive jobs automatically. This can be implemented using two different methods: Method 1: Create a new job when another job finishes Blueprints in Orchestly can be used to create a new job when an existing job is completed.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-centricWe’d love to hear your thoughts
Orchestly has been successful in providing workflow automation solutions across different verticals for more than a year. We are constantly exploring new solutions for our customers in the form of new features and enhancements. We value customer opinionHow 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 need to get done across several functions, and these items are unordered - done in parallel, not series. And they all have to be done (or recorded as skipped) for the overall activity group to be done. A simple example would be an end-of-month clean.Extension Series #06: Developer tool and team communication tool for Orchestly
After a brief discussion on extensions for Orchestly in this series, we have two other extensions for you - Slack , a team communication tool and Property Tweaker , a data storage extension for Orchestly. What makes Property Tweaker different from other extensions? Property Tweaker is an extension built for the developer community in an organization. This extension helps developers store entity properties using a name and value without wasting time finding the right code files, and thenExtension Series #05: Data Export Tool for Orchestly
Orchestly is a comprehensive process management platform that improves the way we practice business activities. It brings in an increased productivity rate, and collaboration spirit. While you have invaluable business data in Orchestly, it would be unfair if you could not export them. The Export Field Details for Orchestly extension helps export data from Orchestly which can be further analyzed to explore priceless insights. So, let's get started with the scenarios where you can use Export FieldExtension Series #04: Time tracking and invoicing tool to streamline workflows in Orchestly
Orchestly caters to businesses with distinct requirements and unique business processes. It aims to help improve your workflow, be more productive, and work with less frustration while you do business. However, every business requires answers to some critical questions: Is the time spent on every business process justified? How much do my business processes actually cost? How much value does it bring to my organization? To answer this, apart from having a flexible workflow and successful team collaboration,Extension 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 OrchestlyExtension Series #02: Digitize checklists to help your staff manage workflows
Many of us prefer to split up tasks into smaller actions or make a list before we perform a task - just to avoid making simple mistakes and to ensure that the steps in a process are not skipped. For example, a car driver would check the tyres, adjust mirrors, enable central lock, and put on the seat belt before driving which does not require a checklist. However, business activities require the utmost attention and sometimes even with the simplest steps, we can get distracted, or forget a few procedures, and recoveringNext Page
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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 forOrchestly 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 businessExtension 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-consumingUsers 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 givenA 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
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Most Discussed Topics
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?
Sticky Posts
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 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 businessOnboard 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
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