Tip #31: Track delays and capture causes for delay using Client Scripts in Qntrl
Overcoming project delays is a major concern for many businesses. Most industries like IT, manufacturing, transport, and construction work on defined time lines and any delay in completion might lead to cost overrun, compromised reputation, or even failed projects. To overcome this, monitoring instances of delay regularly, right from the initial phases of a project is essential.
Automating delay management is a recommended step as it eases central monitoring and reduces errors. To automate delay monitoring, Qntrl supports
SLAs for every single stage. But, if you want to track time delays beyond individual stages—for a group of stages or an entire card—Client Scripts can be of help.
Client Scripts
are coded by users to process existing data or add additional validations to data available in Qntrl. Let us now calculate the time delay using Client Scripts.
Business case
Donelly Constructions uses Qntrl to track the progress of their construction activities. They require to calculate the time difference between 2 given transitions to monitor the delay. If the calculated time limit is higher than 72 hours, the field ‘Reason for delay’ must be mandated to be filled by the user while closing the card.
Solution
-
Create a form with 2 Date & Time fields.
-
Configure the blueprint transition’s After section with Update Fields to capture the time at which the transitions take place.
-
Code the Client Script to calculate the time difference between 2 transitions and if any delay is spotted, prompt the user to provide the reason for delay while performing the last transition.
Sample configuration
Step 1: Create 2 Date & Time fields in forms to capture the completion time of transitions.
-
Here, 'Time of milling' and 'Time of testing' are the 2 fields used.
-
Turn off the visibility of these fields to restrict users from filling them during card creation.
Step 2: Record the exact completion time of transitions using Update Fields in Blueprints or Business Rules.
-
In the blueprint, configure the 2 transitions you want to find the time difference between with Update Fields in After section.
-
Note: Any 2 transitions other than the last transition can be configured here.
-
Set the action as ‘Time of milling’ = ‘Execution date’ and ‘Time of testing’ = ‘Execution date’.
-
In the final transition, configure During section with fields ‘Time of milling’, ‘Time of testing’, and ‘Reason for delay’ to prompt the user while closing the card.
Step 3: Find the time difference between 2 date and time fields, Identify delay, and hold accountability using Client Scripts.
Configure the client script for the last transition with execution trigger as OnLoad.
-
async function onLoad(forpage) {
-
//You can lock the fields to restrict users from changing the time value
-
current.Layout.Fields.<select-first-date-field-here>
.lock();
-
current.Layout.Fields.
<select-second-date-field-here>
.lock();
-
var request_time = current.Job.getValue(current.Blueprint.Transition.Fields.
<select-first-date-field-here>
.id);
-
var finished_time = current.Job.getValue(current.Blueprint.Transition.Fields.
<select-second-date-field-here>
.id);
-
//Calculating the time difference and validate it
-
var difference = (finished_time.value - request_time.value) / (1000 * 60 * 60)
-
if (difference >= 72) {
-
current.Blueprint.Transition.Fields.<select-reason-for-delay-field-here>.setMandatory(true);
-
current.Blueprint.Transition.Fields.
<select-reason-for-delay-field-here>
.show();
-
} else {
-
current.Blueprint.Transition.Fields.
<select-reason-for-delay-field-here>
.hide();
-
}
-
}
Here, when performing the final transition, if the time difference is greater than or equal to 72 hours, the field ‘Reason for delay’ is set to mandatory. Else, if the time difference is less than 72 hours, the field will not be prompted for the user.
Let us know if this business case is useful for you. You can view more such
sample client scripts
in our KB. If you have any unique requirements, comment below or email us at
support@qntrl.com.
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
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 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 beginningTip #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 businessOnboard 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
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
calendar I created in Zoho Creator not being imported to Google calendar any longer
A calendar that I created in my Zoho Creator app is no longer updating (or showing up at all) in my google calendar. It used to export appointments I set up in my app to google calendar. I cannot figure out how to correct this.Create Encrypted Zoho Forms URL for SMS Pre-Population forms using zfcrm_entity=
Hello Zoho Forms Community and Zoho Team, I’m trying to send a Zoho Forms URL via SMS with pre-populated CRM contact data, inspired by a post from four years ago by GlennP (https://help.zoho.com/portal/en/community/topic/passing-the-crm). Our form isPassing the CRM
Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when[Important announcement] Zoho Writer will mandate DKIM configuration for automation users
Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIMColor of Text Box Changes
Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," andCondition to skip recipient signature
Is there a way, alone or with a Zoho Form integration, to skip a recipient signature when a condition is set? This happens because in this template, not always all the recipients need to sign it. Sometimes its just a few. We are using a Zoho Form integrationMail Merge Stuck in Queue
I am trying to send Mail Merge's and it never sends out to the full list. It always hits a portion and the rest remain in the "Queue" - the emails I am sending are time sensitive, so I need this to be resolved or have a way to push the emails throughIs Zoho tables still being developed?
Has this product been abandoned? I haven't seen any useful new features or stability improvements over the past six months or more. I think Tables is a great concept, filling a niche between spreadsheets and full database tools, but the current implementationZoho CRM sync
Just wondering if the plan is for the Zoho CRM implementation to always be just an import and not a sync? At the very least, a one-way sync that kept the data in Tables up-to-date would increase the amount of usecases, but ideally the option to two-wayHow to create a directory report from one-to-many relationship
Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,How to Delete Old Tasks/Streams Assigned by Deactivated Users? 'Operation Not Permitted' Error
Hello, I’m using Zoho Mail and have several old tasks assigned to me in Tasks and Streams. These tasks were created by former employees whose accounts are now deactivated. When I try to delete these tasks, I get an "Operation Not Permitted" error. TheseProfile date settings
At present I have "EEE, MMMM dd, yyyy" but this takes an exessive amount of column space, we should be able to input our own format. I would like to use "EEE, MMM dd, yy" - a much shorter version of the above but with the same abbreviated info, requiringWich version of Backstage is included in Zoho One
Hello I am in the event business and i am considering Zoho One to replace my current tools. I will need Backstage to manage my events but I am wondering wich version of backstage will I get if I subscribe to Zoho One. Thank you GuillaumeHow to restore deleted campaigns?
I accidentally deleted my first campaign that went out today (08/21/18). How do I restore it?Organize and Clone Task Custom Views
We have rolled out two new enhancements to task custom views: Custom View Groups and Custom View Clone. Custom View Groups Similar to predefined view groups, we have introduced groups for custom views to help organize and categorize them. My Custom Views:Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it'sStock Count History in Product Details – Zoho Inventory
Hello Zoho Team, When I perform a Stock Count for a product in Zoho Inventory, I would like to view the history of those stock counts later — especially from the product details page. Currently, I can perform the count and update the quantity, but I’mKits: Option to Hide Associate Items on Documents
The new Kit type of Composite Item is very helpful, and we're already using it in several different ways. One problem is that there seems to be no way to hide the components on some documents, including Package Slips. There is an option given in settingsPick List Issues
I have created a pick list that looks at a table in a sheet, it selects the column I want fine. Various issues have come along. The option to sort the pick list is simplistic, only allows an ascending alphabetical sort. Bad luck if you want it descending.Zoho Books CREDIT LIMIT is completely USELESS due to a BUG!!! Please fix it ASAP!!
Credit Limit should not be taken into account if payment terms on the Invoice are without credit. If selected Credit 0 days (Prepayment) why in this world would a notification pop up saying credit limit is exceeded and not allowing to create an invoice?Show item Cost value on Item screen
The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the itemShow all items making up the composite item in transactions
Dear Zoho, Currently, when we select a composite item in Zoho Inventory for a transaction, we do not receive a breakdown of the individual items that make up the composite. This makes it challenging for our team to accurately pick, pack, and ship theIs 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. CompanyConfigure ChatGPT in Zoho Cliq | Now with GPT-4!
Updated for GPT-4 Support: The post and scripts has been revised to take advantage of the new GPT-4 model's capabilities. Please use the updated version for enhanced performance and accuracy. If you have been on the internet for the past few months, youEditing the text on the Help Center home page
Is it possible to edit the "Welcome to Help Center" message anywhere? This one: We'd like to be able to tailor it a little more ourselves.Upcoming Changes to LinkedIn Parsing in Resume Extractor
Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browserHow to Initiate WhatsApp Message on SalesIQ?
I've just activated a Business WhatsApp phone number through SalesIQ because of its touted omnichannel chat approach. Sounds exciting. I understand that when a customer sends me a WA message, I can reply to it on SalesIQ and keep the chat going, perfect.Have completed Zoho Sign documents attach automatically to contact and/or account
Hello, Just used ZohoSign for the first time to get an e-signature on an important document. Setting up the template was nice and easy and configuring the request to go to the right people and training a member of staff was also very easy. HOWEVER WhyRich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using"In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."
@Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."Using email "importance" as workflow-criteria
I'd like to set up a workflow that triggers if an incoming email has been flagged as "high importance" but I'm not seeing any way to do that. Hopefully I'm just missing something obvious...?Send emails directly via Cases module
Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organizationCurrency transition
We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings
Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integrationHow to link web sales payments through Stripe to invoices?
I have just set up an online shop website which accepts payments through Stripe. The payment appears in Zoho Books through the Stripe feed as 'Sales without invoices'. In order to keep Zoho Inventory in step, I manually (for now) create a Sales InvoiceZoho Website Site Speed Up & Setting
We are experiencing slow loading speeds on our Zoho website and would like assistance in optimizing its performance. Kindly review the site and suggest or implement necessary improvements to enhance speed, especially related to: > Caching mechanisms >Kaizen #199: FAQs on Multi-Select Lookup (MxN) Field in Zoho CRM
Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. GotNFC Support
Hi, I would like NFC Support like Zoho Creator, to pre-fill field values by scanning an RFID device. Zoho Creator NFC here: https://www.youtube.com/watch?v=F4JoMWnF82I Both on a Field's User Input (Mobile Apps), in additon to QR Code & Barcode today,Zoho Desk Android app update: Enhanced UI of the History tab.
Hello everyone! In the latest Android version(v2.9.10) of the Zoho Desk mobile app, we enhanced the UI of the 'History' tab within a ticket. Also, we have introduced a filter option to easily search the history based on the actions performed on the ticket.UK Registration for VAT with existing stock/inventory
We have an existing inventory of stock and are investigating how to handle the conversion from a UK VAT unregistered company to a UK VAT registered company. Enabling VAT registered status looks extremely easy, but we cannot find any way within Books toNext Page