Tip #13: Create repetitive jobs automatically in Orchestly

Automating repetitive tasks allows us to improve consistency in the services we provide and lets us focus on other important tasks. It also eliminates manual errors and leverages time to increase productivity.

Orchestly, in addition to workflow automation, allows us to create repetitive jobs automatically. This can be implemented using two different methods:

Method 1: Create a new job when another job finishes

Blueprints in Orchestly can be used to create a new job when an existing job is completed.

User requirement: We use 2 different processes in Orchestly to interview candidates and onboard them to the organization. Can we automate job creation in employee onboarding process once a job in the interview process gets completed?

Solution: Yes. Orchestly can automatically create a new onboarding job at the end of the interview job. To configure this,

Navigate to the last transition of Employee Interview Blueprint.
Under After transitions, associate the ‘Create_Job’ custom function from the Function Gallery.

You can also write your own custom function to create a job.

Configure the custom function with details of the new onboarding job and publish the blueprint.

Method 2: Create a new job when another job starts

Business Rules in Orchestly can be used to create a new job when another job starts.

User requirement: When a new employee onboarding job is created, can we create yet another new job in our Finance layout to start finance procedures for our employees?

Solution: Yes. Orchestly can automatically create a new finance job when an onboarding job is created. To configure this,

Navigate to Business Rules and create a new rule.
In the Rule Details section, select Onboarding Layout in the Layout dropdown and choose the execution condition as Creating a Job.
Under Criteria and Actions section, select All Jobs and associate ‘Create_Job’ custom function from the Function Gallery under Instant Actions.

You can configure specific criteria to trigger job creation here.
You can also write your own custom function to create a job.

Configure the custom function with details of the new finance job to be created and save the business rule.

Similarly, job creation can be automated while updating a job, updating a field, adding a comment, updating a comment, or performing any transition too.

Try this out and let us know your comments. If you have a similar requirement in your organization, leave a comment below or email us at support@orchestly.com.

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

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Topic Participants
Saranya Baskaran Lakshmi

Sticky Posts
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 templates
Qntrl'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 new
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 #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
Onboard faster with Orchestly's Tutorials
We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly. Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management. We're looking forward to document more customer-centric