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, they
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 Videos
Tip#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 your
Tip #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
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#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.
Tip #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.
Tip #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. To
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, an
Tip #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 columns
Tip #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 online
Tip #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. Earlier
External 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? Thanks
Tip #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 fields
Tip#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 set
Update 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 creating
Spotlight: 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 emails
Tip #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 longer
Tip #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 preparing
Tip #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. Phone
Tip #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 each
Tip #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 presenting
Tip #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 'Rearrange
Tip #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 a
Tip #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 Templates
Tip #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's
Tip #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. When
Qntrl 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, Bala
Tip #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 miss
Tip #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 within
Tip #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 application
Tip #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 when
Blueprint 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 provide
Tip #35: 5 Custom Views that can benefit you everyday
Custom views might seem like a fairly simple feature but the solutions it offers are extensive. Custom views are used to group and display only relevant cards in an orchestration so that the cards requiring utmost attention are always in your view.
Lots of issues when using FireFox
I cannot use the Qntrl platform at all when on Firefox. Here are a few of the issues I run into: A random widget appears when viewing a job that is not there under Chrome: The New Job page is completely blank! Below is the Javascript error in the console
Tip #34: Hide sensitive fields with field-level security in Qntrl's cards
With Cards in Qntrl, you can create tasks wherein an individual user or team can refer information about the task and ensure everyone with access to the card is well-informed about the card details. However, it can certainly be possible that not all card
Tip #33: Maintain uniform data in all your applications using Server Scripts in Qntrl
Server scripts in Qntrl provide command to customers to code their own scripts that run on their databases or servers, executing business operations and transferring data to and from Qntrl. It helps develop company-specific business logic to manage databases,
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