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.Attachment preview is not working in Firefox
Attachment preview is not working in FirefoxTip#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 respectiveChange 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!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.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 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 'RearrangeNext Page
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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, theyA 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 former
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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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