Extension 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 Field Details for Orchestly extension.
1. Kelvin owns a lead supply chain management company, and has decided to manufacture a new list of products. However, to avail a loan and commercial license approval from the local government, he has to share the revenue details of his existing business. Hence, he can export job details required for approval, and then share it with government officials.
2. Sam is the head of his real estate agency. Every time he visits the client, he records the customization details like physical dimensions of the residential location, expected location of the land estate, VIP privileges, and so on in Orchestly. He updates these client preferences in Orchestly. To keep the intermediary agents informed of these customer preferences, he can export the fields with customer preferences, and mail the agents.
3. Rita owns an online clothing store. The freight and shipping of orders are outsourced to a third-party vendor, who does not have access to Orchestly. Every time a customer does the payment, the team requests banking details to confirm the payments. In this scenario, Rita can simply export the fields with banking information, and share it with the team.
4. Co-exist, an IT-hardware organization, uses Orchestly to ensure all orders deadlines are met. While the customer makes payments, and requests their e-wallet details, the support team can export the wallet information from the job details page and share it, while on the call.
5. Fernal, a digital marketing agency, requires the client and business information stored in Orchestly to be imported in their CRM tool, which does not support APIs. In order to do this, without building integrations, Export Field details extension can be used.
There are no limits as to when and where you can use them, however, make sure to use the exported data abiding GDPR.
Let us know your experience with Export Field Details for Orchestly extension, and how it helps you improve your business process activities.
Watch this space for our next post on extensions.
Visit our help center to get detailed insights into Orchestly’s features. Developers could also benefit from our API and Extension Development guides.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sanchita Padhi
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Open sub form from a button as a popup form
Is there a way within a form to use similar code as below to show a button in the form when clicked opens the subform for data to be added to the record being viewed in the form OpenUrl("#Form:<Customer_Delivery_Address>?<Delivery_Address>=" + input.ID,"popupUPLOAD A CREATED PDF AUTOMATICALLY
Using the html header pdf+print button, I have managed to find a way to have a user create a pdf using entered form data. Using the schedule button, I can have a "file uploaded" pdf mailed to someone as an attachment. The missing piece is to be able to add the pdf, created in that html page to a file upload field automatically? Right now one has to save it to computer and then upload it in a FILE UPLOAD FIELD. Any help would appreciated !Save HTML Snippet Page as PDF with Dynamic Data in Zoho Creator (Working Solution)
Hi Zoho Creator Community 👋, I faced a common challenge while working with HTML Snippet Pages — I needed to generate a PDF with dynamic data and save it back into the record automatically. Here’s the working solution that might help others. Use CaseFix the speed
It takes ages to load on every step even though my dataset is quite small.Consolidated Department-wise Payroll Cost Summary Report
Hello Zoho Payroll Team and Community, I am writing to discuss a reporting requirement regarding department-level expense tracking within Zoho Payroll. As we scale and manage salary distribution for employees across multiple departments, such as Accounts,Write-Off multiple invoices and tax calculation
Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions: - I cannot find a way to write off several invoices together. How can I do that,What's new in Zoho Sheet: Simplify data entry and collaboration
Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementallyCRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),Easier onboarding for new users with stage descriptions
Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,Ability to Edit Ticket Subject when Splitting a Ticket
Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notificationHow to remove chat icon from knowledge base?
I have set up a knowledge base to hold FAQs and documentation. It is currently standalone, and not integrated into our website. On every page there is a chat button in the bottom left corner that says "We're offline, please leave a message." How can I[ZohoDesk] Improve Status View with a new editeble kanban view
A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to editAutomated Dismissal of Specific Notifications and Centralized Control of Toast Notification Settings
Dear Zoho Team, I hope this message finds you well. We would like to request two enhancements related to notification handling within Zoho Desk: Automatic Dismissal of Specific Notifications: Currently, when certain actions are taken in the ticket listKnowledgebase SEO
We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by searchCreate case via email
Good Afternoon, I have just registered and am taking a look around the system. Is it possible to create a case via email. I.e. an employee/client/supplier emails a certain address and that auto generates the case which then prompts a member of staffShow field in spreadsheet view depending on other field value
Hello. Not sure if this is possible but let's say i have spreadsheet view in Creator with four different fields Field A, B, C and D Then i have a field named Response which for one record could contain only one of the pre-definde choices below A, B, CImproved Contact Sync flow in Google Integration with Zoho CRM
Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With thisIntroducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces theIntergrating multi location Square account with Zoho Books
Hi, I have one Square account but has multiple locations. I would like to integrate that account and show aggregated sales in zoho books. How can I do that? thanks.Zoho Learn Zapier Integration
Hello all, Is there any plan to integrate Zoho Learn with Zapier? It seems almost all Zoho products are in Zapier, with the exception of Learn and Marketing Automation.Notice: SalesIQ integration paused on Zoho Sites
I have this notice on my Zoho Sites in the SalesIQ integration setup. Can someone assist? "This integration has been temporarily paused for users. Reconnecting SalesIQ after disconnection will not be possible until we provide further updates." thankDifferences between Zoho Books and Zoho Billing
Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. ThanksNew Feature : Copying tickets with all the contents such as conversations/history/attachments etc
Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversationsComo se agregan los empleados
Necesito saber si para agregar empleados los mismos necesitan tener licenciasDeluge Error Code 1002 - "Resource does not exist."
I am using the following script in a Custom Button on a Sales Return. Basically, the function takes the information in the sales return (plus the arguments that are entered by the user when the button is pushed) and creates a return shipping label viaAdding multiple Attendee email addresses when adding a Zoho Calendar event in Zoho Flow
I am trying to integrate Notion and Zoho Calendar via Zoho Flow. However, the Attendee email address supported by Zoho Calendar - Create event only supports one email address, so I am having difficulty implementing automation to automatically registerDeprecation of SMS-based multi-factor authentication (MFA) mode
Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offerBooks & Desk. Client mapping
Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to haveGraceful Handling of Exceeded Option Limits
Hi Zoho SalesIQ team. I would like to submit a feature request to deal with a bug in salesIQ Current Behavior (Bug): When a dynamic list passed to the Single Select Option Card contains more than 20 options, the Zobot stops responding (freezes/hangs)System default SLA descriptions can't be modified
The system default SLAs have identical descriptions for all SLA levels, but their settings differ. However, I am facing an issue where I cannot modify these descriptions and save the changes. The content of the description box can be edited but the changesAdding non-Indian billing address for my Zoho subscription
Hey Need help with adding a non-Indian billing address for my Zoho subscription, trying to edit the address to my Singapore registered company. Won't let me change the country. Would appreciate the help. Regards, RishabhZoho Desk - Zoho FSM Integration issue on Mobile and iPad
Hello Team, I am trying to create a Work Order (WO) using the Zoho FSM integration (Add-on Service) that is integrated with Zoho Desk. The issue is that the integration is not working on mobile devices and iPads. While I am able to create the WO, Request,How to create one ZohoCRM organisation out of a multi-organization?
Hi, we have a multi-org including two different Zoho CRM organizations for two companies using respectively EUR and USD as default currency. I was wondering if there is any easy way to merge the two organizations into just one, so that users may accessIncrease the "Maximum Saved Entries per User" Options Limit
Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have moreGray screen while signing documents
We are all getting a "gray" screen when trying to sign documents in Zoho sign. Anyone else having issues?Reassign Partially Saved Entries
Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks DanImproved Integration Failure Information (And Notification Options)
Hi, When an attachment service for example fails, you just get "Field x - Error", I can check the field it is failing on and find nothing wrong, same file size, type, dimensions, etc. so more information as to the actual issue would be helpful. And anSet Frozen Cells in the Report Settings
Hi, It would be nice to be able to set the frozen cells in the report Settings, and have an option if this is fixed or can be changed after loading (On the next load it still goes back to the Settings). Thanks DanLink Purchase Order to Deal
Zoho Books directly syncs with contacts, vendors and products in Zoho CRM including field mapping. Is there any way to associate vendor purchase orders with deals, so that we can calculate our profit margin for each deal with connected sales invoicesProjects custom colors replaced by default orange
Since yesterday, projects uploaded to Zoho, to which I had assigned a custom color, have lost the customization and reverted to the default color (orange). Has anyone else had the same problem? If so, how did you resolve it?Next Page