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 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. ToBluprint 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#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, anError 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 #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 StoreTip #53: Populate and search values from tables using Table Lookup
Qntrl supports tables to store organization-related data and access it easily. Data stored here can be populated and displayed in orchestration using Table Lookups. This helps organizations list sizeable data in dropdown or multiselect dropdown fieldsTip#52: Notify users via email when a card is assigned
To remind individuals of significant events, it's always better to send a notification. With Qntrl, you can send email notifications when a card is assigned to a person, role, or team. When designing the Blueprint, you can choose a transition and setUpdate custom field for another Orchestration
Hi, I have two Orchestrations, Orch "A" at one stage it creates a card for Orch "B" so another team does a parallel task. I want to make sure that Orch "A" is not completed until Orch "B" is completed as well. I understood that I can achieve that by creatingSpotlight: Send an email to create a card in Qntrl
Creating cards in Qntrl is made simpler with our new feature—Email in. With email in, you can simply send emails with the card details to unique Email In IDs and create new cards in Qntrl. Each orchestration has a unique Email In ID to which the emailsTip #51: Recreate the old email template format
Are you an old Qntrl user looking for the old email template format rather than the new enhanced email template format with themes? Since the redesign of the email templates module, we have brought in new themes for the email templates and we no longerTip #50: 6 tips to create effective public forms in Qntrl
Public Forms in Qntrl are digital forms that can be hosted on the web to be filled by any audience. It can be used to collect responses as surveys, questionnaires, polls, or even feedback. The theme of each form may vary depending on why it is created,Tip #48: Create tasks easily by Importing Cards in Qntrl
Have you got loads of tasks that you currently manage in your excel sheet on a day-to-day basis? Well, your daily task management has just got easier as you can import them into Qntrl to create Cards! To make the process easier, we recommend preparingTip #49: Qntrl’s forms now support phone number fields
Most common forms like job applications, sign up or sign in forms, feedback forms, registration forms, or simple contact collection forms use phone number fields. To make data collection in these forms easier, Qntrl now supports phone number fields. PhoneTip #47: 5 benefits of Kanban board in Qntrl
Kanban boards in Qntrl aim to achieve workflow visualization of different orchestrations while promoting progress and agility. Kanban board, available under Kanban View, displays different stages of a blueprint as columns under which the cards in eachTip #46: Classify important information with column customization in Qntrl
Qntrl allows you to customize particular data that should be displayed when you view the cards of different business processes, instead of spending time to look or search for cards with specific details. By default, Qntrl summarizes the view by presentingTip #45: Quick access to priority activity in Qntrl
An easy and fast way to access your priority activity in Qntrl is now possible by rearranging the top panel. Navigating to the Cards, Orchestrations, Reports, or Extensions section is the most primary function of most of our users in Qntrl. With the 'RearrangeTip #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 aHow-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 downRewinding 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 experienceQntrl 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 lookupTip #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 TemplatesTip #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'sTip #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,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. WhenQntrl 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, BalaTip #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 missTip #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 withinQntrl 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 iOSTip #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 applicationTip #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 whenNext Page
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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 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 business
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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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