Extension 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 #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 recoveringBeta feature: New fields in Layouts
Orchestly provides a set of custom fields that can be added in layouts to capture different organizational details. In addition to these existing custom fields, we’ve introduced 3 new fields: Date, Checkbox, Radio button, and Line items. Note: The new fields are currently released as Beta Features. If you’d like to try it out, please email our support team. Date Field Orchestly supports Date as well as Date & Time fields. You can either choose to capture only the date or both date and time fromPDF preview in Orchestly
Considering that there is a Sign extension for Orchestly, it would be natural to be able to preview PDF documents attached to jobs, as Orchestly does with images. Sign always attaches PDFs.Extension Series #01: Signature tool to validate documents in Orchestly
Isn't it time-consuming to sign and send documents online? You format and print the document, sign it, scan it into your computer, and (usually) re-format it again before sending. As a one-off, it doesn't sound too bad. However, repeating this a dozen times can be a herculean task. That's where electronic signatures come to the rescue -- they help you sign documents in seconds. What is Zoho Sign? Zoho Sign for Orchestly brings you a unique combination of document sharing and signing. It helpsWork remote using Orchestly
As the current global pandemic forces us in the confinement of our homes, businesses around the world are looking for ways to automate and track their everyday work. We, at Orchestly, have been effective in coordinating our releases even from scattered workspaces using our very own orchestration software. Here's a sneak peek of how Orchestly helps our teams to plan, collaborate, and automate the processes. Product Manager's (PM) Blueprint Purpose: To approve new features, prepare UX design, develop,Tip #9: Enhance automation in your organization using Orchestly’s Function Gallery
More often than not, multiple teams collaborate to complete a single task. In such cases, work allocation between teams might turn laborious. For instance, in Zylker Corporation, once a deal is closed by the Sales team, the sale details are sent over to the Invoice team who in turn initiate a new job to generate bills for the customer. However, this process might encounter the following complications: Communication lag: On closing a deal, the Sales team must send the details to other allied teamsOrchestly Product Updates | Q1, 2020
We hope you are all doing well! Even as the world is experiencing a temporary halt owing to the pandemic, let us be optimistic of the days that lay ahead and hope for the best. This too shall pass! Inspite of the challenging times, we’ve been up to aTip #11: How to optimize automation with Business Rules in Orchestly
Orchestly’s business rules received a recent facelift to accommodate multiple criteria and actions. You can now add up to 10 criteria for each business rule and configure instant as well as scheduled actions within it. If you are wondering how useful this feature could be for your organization, here is a quick business scenario to relate. Sam, a banking assistant, is assigned the task of screening loan applicants. On approving an applicant, Sam creates a new Job in Orchestly filling in the detailsZoho Orchestly Storage
What amount of storage is provided in Zoho Orchestly Enterprise Version of Zoho One Bundle offer?Tip #10: Notify external users about job updates using Orchestly
Orchestly keeps your team members well updated about the progress of each job in your organization. Along with your internal teams and users, your external teams like vendors, agents, or resellers can also stay updated via emails from Orchestly. Let us consider the scenario of Monica, head of procurement in Zylker Corp. Once Monica approves the procurement order, her team contacts their external vendors via emails or telephone calls to place orders. This communication is crucial as any delay inSubforms feature is now supported in the Orchestly mobile app!
Hello Everyone! Here is an announcement regarding the new features that are supported in the latest versions of the Orchestly app (Android v1.0.8 and iOS v1.0.6). Subforms: A subform is a secondary form or a table, that lets you add multiple line items to a primary form. Now, you can view and edit subforms within Jobs in the mobile app. Refer to the screenshots attached below: Extensions: Orchestly supports a variety of businesses. That said, every organization has an unique requirement.About ZohoOrchestly to add a next person
Hello Please teach me how to add a person to approve some documents from me. Thak you.Orchestly Community Digest- January 2020
The new year has been a great start for Orchestly and we hope it’s been amazing for you too! Here’s a list of our updates from the past month. Product Announcements 1. Spreadsheets vs Orchestly to manage your organization Taking the leap from Spreadsheetshiding fields and revealing after phases or transitions
New to Orchestly; learning I have a new Layout that I have 4 basic phases I want to execute actions against. I have left the first phase viewable; phases (fields within sections) 2-4 are hidden. In the first transition I have it set to 'add' the fields and update to viewable with default values. Problem is - as soon as I create a new job i fill in the first 'phase' which shows properly only the fields I should see.... when it saves the job and hits the first transition it has all fields viewable???Tip #8: Hacks to optimize your blueprints in Orchestly
Automating your organization’s workflows will be a piece of cake once you get to know the fine nuances of Orchestly. We’ve compiled a few of our tips here to help you get the best out of Orchestly. One layout, many blueprints Organizations have processes that demand a similar digital layout capturing user data but varied blueprints illustrating different workflows. For instance, while hiring a new candidate, the layout to capture candidate details will be the same for an experienced candidate andTip #7: Spreadsheets vs Orchestly to manage your organization
A conventional method of managing work in most organizations is via spreadsheets and documents. These software might help track the jobs at a basic level but has its setbacks. If you have been using spreadsheets/documents, ask yourself the following questions. Limitations of spreadsheets/documents How do you track the real-time progress of jobs in your organization? Are your spreadsheets user-friendly while collaborating with multiple users? Will you be able to view the recent updates to yourOption to add a description to each stage
I love the idea of Orchestly and the efficiency it promises. The option to add a description to each stage is one key feature I would need before integrating it into my workflow. The name of the stage may not be sufficient information to communicate the requirements and steps for any given stage. Having relevant stage descriptions (or stage details, etc.) when jobs transition from stage to stage would allow team members to see more information about each stage and key steps and policies. IdeallyOrchestly to Connect integration
Wondering if it's on the road map to send job notifications through Orchestly instead of email? Our company is working hard to adopt one location for communication and it would be a great feature to see those notifications there.Orchestly translations incomplete
I wonder why the Orchestly user interface is not fully translated into Spanish. The word "Job" and field names "Team" and "Assignee" aren't translated and neither are any of the pick-list fields options on fields like "Priority", etc.Fill Fields
Is there a way to get records from a sheet and display it in a field? or update a field by giving it a value from another field?A recap of 2019- The year we launched!
This year has been significant for Orchestly, starting with our launch in May. We’d like to take a moment to thank all our customers and partners, who have helped us evolve better. Here’s a quick recap of our feature releases in 2019. You can keep aTip #6: Integrating Orchestly with MS Teams
As your business expands, so does your team. Establishing a connected workspace across teams where work statuses and updates are shared might seem quite challenging. But, Orchestly might have a solution for you. Integrating Orchestly with Microsoft Teams provides a platform for seamless collaboration where team members can share their suggestions, communicate progresses, and keep a track on the job updates from a single space. If your organization already uses MS Teams for team collaboration,Q3 updates for Orchestly- what's happening, what's next?
This quarter has been quite productive for Orchestly with the release of major features. Meanwhile, we’ve been working on a list of brand-new updates for the next quarter too. Here is a rundown of our recent and upcoming updates: Parallel TransitionsOrchestly with Zoho One
Now that Orchestly has been added to Zoho One will it ever become more than just a standalone app? It does not seem like it integrates with other Zoho apps at the moment.Orchestly System as a Stand-Alone
I have seen the website of Orchestly and also read a little bit about its features. However it is not exactly clear whether Orchestly is available as a standalone system for managing the entire processes of an organization in addition to automating them. Can we use it as a stand-alone system to manage complete processes end-to-end, while adding gantt chart and events like ZOHO Projects?Tip #5: Service Level Agreement (SLA) in Orchestly
SLA accords your employees with a sense of responsibility, ensuring timely delivery of work items in the organization. It also improves accountability within teams, encouraging individuals to complete their tasks well before deadlines. SLA in Orchestly allows you to set deadlines for stages and trigger escalations when the set deadlines are not met. You can send advance reminders about the deadline, set day-of reminders to prioritize everyday tasks, and send escalation emails when the deadlineWebhook field limitations in Orchestly
Hello all, I've noticed a major limitation in Zoho Orchestly- there are only 6 key-value parameters available to be passed over webhooks: I use orchestly with Zoho Flow, which interfaces with many other Zoho Products (I have Zoho One Enterprise.) The workaround to this dilemma is to pass as many parameters as you want as a part of the "Standard parameters" tab in a webhook and divide all the datapoints with commas like so: Which, then, can be taken in Zoho Flow and turned into a list from whichOrchestly Phone Support
When will Orchestly Phone Support be available? There are a lot of questions I have that would be better addressed over phone than over support forms such as this. Thanks!Return for custom functions in Orchestly?
I noticed that there are no return types available except for void in Orchestly's custom functions: When will other return types be available?How do I store Job Specific data in orchestly?
I don't see any way to change or store key value pairs that are specific to jobs during the Orchestly blueprint process; I know there exists things called "entity properties," and there's a property tweaker app that allows access to those (which I have installed,) but I don't see any way to set the values I specify as entities through an API or even in Orchestly itself. How am I supposed to store and manipulate behind the scenes data during while a job progresses through a blueprint? Or even access/updateOpening links on transitions?
Hello, I have a zoho flow that triggers by Zoho form. I want one of my transition stages to open the link to the form which triggers my flow, thereby executing the flow after form data is submitted. I haven't been able to find this in the "during" tab of this stage; I thought maybe I could develop a custom extension (which I believe are the widgets that are referred to in this tab?) But the "Property Tweaker" widget that's there by default doesn't show up when attempting to add it to this duringProduct Updates for Orchestly
Orchestly has been up and running for a couple of months now and our journey has been worthwhile all along. We’ve rolled out some interesting features and enhancements. Meanwhile, we’ve been working on a few integrations too. Here is a list of our recent updates: REST APIs in custom functions Orchestly’s custom functions can now be invoked using OAuth 2.0 protocol. OAuth 2.0’s secure mode of authentication allows users to actively access Orchestly’s REST APIs. Learn more about the different authenticationPart of zoho One
Dear zoho team,there are some announcement that Orchestly is part of Zoho one. But so far, i am still unable to add them into my Zoho one. What is the schedule for that ?Tip #4: All you need to know about blueprints in Orchestly!
One major feature of Orchestly is our flowchart builder, Blueprint. Blueprint allows you to define and automate the complete workflow of your organization. It requires a simple, one-time set up. Let us explore the different aspects involved while setting up a HR recruitment workflow using blueprint. Set your stages Stages are the steps involved in your process. Begin your blueprint by defining all the stages in your recruitment workflow. Your actions are the transitions Once the stages are decided,Integrate Orchestly with our ERP
Hello Does Orchestly have the capability to integrate with our ERP (On Premise) via Web Services using Json / XML? For example, I want to create a job that allows me to approve an invoice from my system. I want to be able to search for the invoice using an API , obtain and show our user the header and the details of the invoice, let me send it to another coworker for approval, etc.Tip #3: Workflow orchestration for your business using Orchestly.
Our workplaces are going digital. The fading files and age-old papers are being taken over by slick laptops and tabs. Yet, the long-drawn emails requesting approval, never ending meetings to discuss responsibilities, rounds of follow-ups, and phone tags never seem to end. If this is how most of your team’s productive time gets eaten up, it's time to consider a workflow orchestration solution for your business. Workflow orchestration automates business workflows, ensures individual accountability,Tip #2: Get early access to integrate Orchestly with Zapier!
Our digital workspaces are packed with many applications. We run our projects, track issues, collaborate with co-workers and customers, and toggle between all our productivity suites everyday. A business orchestration software like Orchestly manages your workflows and data along with it. If you ever wanted to synchronize Orchestly's data with other applications you use, well, our wish-granting Genie heard you right! We’re integrating Orchestly with Zaiper soon. Zapier connects 1000+ applications,Tip #1: Automate your business processes using Orchestly
Today's organizations function like a modern-day Hercules. From juggling new ideas, to implementing and defining key features, the daily tasks can seem overwhelming. Our teams are smart, but the hustle between documents and spreadsheets might bury important tasks underneath a growing pile of work. We wondered if we could help streamline your processes. Orchestly, a business orchestration platform to design, automate, and analyze all your business processes focuses on everything from simple workflows
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Tip #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 templatesQntrl's 2023 year in review
This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This newTip#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 setTip#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 release
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Tip #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 templatesQntrl's 2023 year in review
This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This newTip #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 efficiency