Orchestly Product Updates | Q1, 2020

Orchestly 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 a steady start at Orchestly and are committed to provide undisrupted assistance to our customers from our remote workplaces. 
 
Here is a rundown of our recent updates:

The all new Custom Function Gallery

We’ve introduced Function Gallery in Orchestly with a set of pre-defined custom functions. All of these functions require basic configuration, after which you can associate them to blueprints and business rules in Orchestly.
Learn more about configuring these custom functions.



Stay connected with Zoho Cliq Integration

Zoho Cliq is a team communication application that promotes organized conversations in your workplace. We’ve integrated Orchestly with Zoho Cliq to simplify the collaboration between your users and teams. You can also create new jobs right from Zoho Cliq.
Learn more about this integration.
 


Implementation and Troubleshoot Access

This feature allows you to provide temporary access of your Orchestly account to our technical support team to assist you build workflows or troubleshoot issues. The access can also be revoked anytime you want. 
Learn more about providing access and its restrictions. 



Business rule gets a revamp

We’ve enhanced business rules in Orchestly to allow users add multiple criteria and actions. We’ve also increased the limit to add criteria to each business rule as 10. 
Earlier, we supported triggering instant actions alone. Now, you can also schedule actions from business rules
Take a look at our detailed forum about this feature. 



What’s next?

  • We are working to support checkbox and radio button fields in Layouts. 
  • You will soon be able to trigger custom functions independently, without any trigger from business rules or blueprints, at pre-defined time intervals using Schedules.
  • We are also planning to provide 'Save as Draft' option for jobs and transitions. 

You can keep a track of our monthly updates in our What's new page. If you have any questions or suggestions feel free to bring it up in  Orchestly's community
 
Happy Orchestrating! 

    Access your files securely from anywhere






                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • 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 business
                                                            • A 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
                                                            • Beta 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 from
                                                            • Orchestly 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 a
                                                            • 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 Transitions


                                                            Manage your brands on social media



                                                                  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

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ




                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方







                                                                                                              • Recent Topics

                                                                                                              • Every rating counts: Shaping customer experience

                                                                                                                We are back to that beautiful time of the year. It is the season to reflect, be thankful, and appreciate everything that has happened throughout the year. Thanksgiving is a time we connect with our family, friends, and relatives to strengthen relationships,
                                                                                                              • Paging through API results. a major gap in your documentation.

                                                                                                                There is no way for me. to get all of my data through a single API call. Typically REST APis have mechanisms for paging through API results. But the documentation for the API I am using: https://desk.zoho.com/DeskAPIDocument#Introduction Has no mention
                                                                                                              • How to remove duplicate contacts

                                                                                                              • Custom Field for Subscription

                                                                                                                Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?
                                                                                                              • Custom View and Custom Fields on Zoho Books

                                                                                                                Hi, I have some custom fields on Estimates and Invoices. I also use Custom Views so I can have a lot of information at a glance. I want to include my custom fields as columns in my custom views of estimates / invoice, but it looks like is not possible.
                                                                                                              • Cannot Access Subform Display Order in Deluge

                                                                                                                As highlighted in this community post, we still have to deal with the significant limitation of not being able to access the user-sorted order of subform rows through Deluge. This creates a major disconnect between the UI capabilities and backend automation,
                                                                                                              • Zoho Mail iOS app update - RTL languages support and access emails using permalink and universal link, image upload resolution

                                                                                                                Hello everyone! In the most recent version of the Zoho Mail iOS app update, we have brought in support for RTL languages(Arabic and Urudu), providing a seamless reading experience with proper text alignment and layout throughout the app. We have also
                                                                                                              • Dropdown data depends on filters in another field.

                                                                                                                In my quote form I have a lookup field called Reseller that pulls from Accounts. I would like it to pull from Accounts, but only those accounts with an account field 'Type' where that is 'Reseller'. Does anyone know a way to do this? Similarly, I'd like
                                                                                                              • Is it possible to adjust the web browser tab title (when a ZoHo Desk ticket is opened)

                                                                                                                Hi All, When I open a ZoHo Desk ticket in a web browser, the tab title (text that appears at the top of the browser tab) uses the logic: *company icon picture* (xxxx) #ticket number - company name See below (highlighted in red) for reference. Company
                                                                                                              • Add Attachment Support to Zoho Flow Mailhook / Email Trigger Module

                                                                                                                Dear Zoho Support Team, We hope you are well. We would like to kindly request a feature enhancement for the Mailhook module in Zoho Flow. Currently, the email trigger in Zoho Flow provides access to the message body, subject, from address, and to address,
                                                                                                              • Why are emails sending with @viazohocrm.com ?

                                                                                                                I just sent out mass emails from CRM. They are sending from the email below and people cannot reply, and they are getting this message: Address not found Your message wasn't delivered to sales.XXXXXXXX.com.au@viazohocrm.com because the address couldn't
                                                                                                              • Collections Management: #7 Common Mistakes during Payment Collection

                                                                                                                Payment collection may appear straightforward in most cases. Still, as your customer base expands and transaction volume increases, it becomes clear that even small inefficiencies can lead to delayed payments, increased support load, or even revenue loss.
                                                                                                              • Recruit paid support?

                                                                                                                Hi all, Could anyone who has paid support package advise if it provides value for money with regards to support response times? Exploring the idea as unfortunately when we have faced issues with Recruit it has been a 7+ day timescale from reporting to
                                                                                                              • Unusual activity detected from this IP. Please try again after some time

                                                                                                                When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help
                                                                                                              • Read webpage - MSXML2.ServerXMLHTTP

                                                                                                                I have the following VBA script, put together from various sources (mainly zoho forum/help/support, so it once worked, I guess): private Sub GetListOfSheets() Dim url As String Dim xmlhttp As Object Dim parameters As String Dim html As String range("B1").value
                                                                                                              • Sortie de Zoho TABLE ??

                                                                                                                Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
                                                                                                              • Rename Record Summary PDF in SendMail task

                                                                                                                So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this
                                                                                                              • Limitation with Dynamic Email Attachment Capture

                                                                                                                I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachments
                                                                                                              • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

                                                                                                                Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
                                                                                                              • Recruit API search

                                                                                                                Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",
                                                                                                              • Text/SMS With Zoho Desk

                                                                                                                Hi Guys- Considering using SMS to get faster responses from customers that we are helping.  Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic.  Screen Magic seems easier to setup, but appears to be 2x as expensive for United States.  I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages?  If so are responses linked back to the zoho ticket?  If not, how are you handling this, a simple "DO NOT REPLY" as
                                                                                                              • How to update Multi File upload field

                                                                                                                Assume that i have a multi file upload field,how can i update the same field again?
                                                                                                              • Custom Field in Zoho Projects pulling into Analytics

                                                                                                                We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as
                                                                                                              • Marketer's Space - Holiday season email marketing tips you should know

                                                                                                                Hello Marketers! Welcome back to another post in Marketer's Space! 'Tis the season—that time of the year everyone eagerly anticipates. While most look forward to relaxing, marketers will be super-busy from late November to early January. Mistakes can
                                                                                                              • Zia Competitor Alerts made easy with Zia's suggestions

                                                                                                                Hi everyone, In addition to the existing manually added competitors, Zia will now find your competitors for you - instantly. Earlier, you had to identify competitors through research manually, support tickets, or tradeshows—a time-consuming process that
                                                                                                              • Depreciated mergeAndStore Function Help!

                                                                                                                Hello, I have a function designed to create a PDF containing information from the fields in a Deals record. There is a Writer Mail Merge template in WorkDrive that is populated via Deluge code, and a copy of the resulting PDF is then attached to the record.
                                                                                                              • Add Custom Field Inside Parts Section

                                                                                                                How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- Category
                                                                                                              • Zoho CRM Community Digest October 2025 | Part 2

                                                                                                                Hello Everyone! From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in. Product Updates: Zoho CRM Mobile Updates:
                                                                                                              • Understanding Zoho Contracts

                                                                                                                Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stage
                                                                                                              • Tip of the Week #76– Automate your inbox during vacation in Zoho TeamInbox

                                                                                                                When you're on vacation or away from your desk, the last thing you want is for important emails to be missed or left unanswered. The good news is, you can easily set up rules in Zoho TeamInbox to assign incoming messages automatically to a teammate who's
                                                                                                              • Domain restriction for User Management actions in Zoho One

                                                                                                                Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organization
                                                                                                              • Zoho Mail iOS app update: Signature

                                                                                                                Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(inside
                                                                                                              • Copy paste from word document deletes random spaces

                                                                                                                Hello Dear Zoho Team, When copying from a word document into Notebook, often I face a problem of the program deleting random spaces between words, the document become terribly faulty, eventhough it is perfect in its original source document (and without
                                                                                                              • Desktop app doesn't support notecards created on Android

                                                                                                                Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try to
                                                                                                              • Approval Button in Subform

                                                                                                                Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user's
                                                                                                              • Reporting Limitation on Lead–Product Relation in Zoho CRM

                                                                                                                I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom related
                                                                                                              • Setting checkbox value on template in Sign from Creator

                                                                                                                Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":
                                                                                                              • Zoho Projects - Unread Comment Icon

                                                                                                                Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feed
                                                                                                              • Zoho Projects - Update Feed via API

                                                                                                                Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank you
                                                                                                              • Automated log-out/session end

                                                                                                                I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)? 
                                                                                                              • Next Page