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
Super Admin Access to All Courses and Spaces in Zoho Learn
Dear Zoho Learn Team, We hope this message finds you well. We are using Zoho Learn extensively for internal and agent training. While managing our courses and spaces, we encountered a significant limitation regarding admin access and course management.Print checks for owner's draw
Hi. Can I use Zoho check printing for draws to Owner's Equity? This may be a specific case of the missing Pay expenses via Check feature. If it's not available, are there plans to add this feature?[New Release 2024] Create and embed custom capabilities across CRM with Kiosk Studio, our latest no-code tool
[Update | New series] We've started publishing a series of posts on Kiosk Studio. It's called Kiosk Studio Sessions and you can check out the first one here! [Update | 15 Oct} Session #2 is live! This one will look at how to create a kiosk for your callRevenue Management: #10 Common Mistakes while Recognizing Revenue
We are at the end of the series on Revenue Management, covering how different businesses recognise revenue. Even with clear standards like ASC 606 and IFRS 15 in practice, businesses often struggle with the nuances of revenue recognition. Especially growingWindows Desktop App - request to add minimization/startup options
Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menusintegarting attachments from crm to creator
when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);Search Option
🚫 Current Limitation: As of now (September 2025), Zoho FSM lacks a global search functionality, which makes it difficult to quickly: Find specific Work Orders by number or keyword Search for customer records or contact info Locate assets, jobs, or serviceMobile Chat Window - Full Screen
Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? ThanksIs it possible to customize ZC Themes?
I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlightIs it possible to create Custom function-based Lookup field in Zoho CRM
Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.@mention in comments no notification
Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications.Zoho unified inbox
The new changes have definitely improved things for switching between accounts. But zoho still desperately needs a unified inbox. It sucks to have to enter filters and folders for each and every inbox. This seems like such a simple thing, i wonder why Zoho hasn't done it?Add "Running Balance" column to Account Transaction Reports
Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance. It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction. There are many times when analyzing or tie-ing out transactions that this would be very helpful. I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.Unified customer portal login
As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is thatWhatsApp Channels in Zoho Campaigns
Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.error : Object code : 6500
b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------How to book GST paid in zoho books
hi, i am a new user to Zoho books and not able to book GST paid in books, kindly suggest how i can book it in books. thanks, siddharthI got unknown charge from Zoho
Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.Function 56: Automatically enable the option for customers to pay via bank account
Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment trackingAttach Files to Your Notecards and share them on the go!
Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simpleWorkdrive on Android - Gallery Photo Backups
Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. EmmaHow to add a % Growth column for year-over-year comparison (2024 vs 2025)
Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,How to searchByCriteria records that are under approval?
I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"How to add Simple Analytics to Zoho Pages?
I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/scriptCant seem to delete an email account
Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is reallyImport data into Multi-Select lookup field from CSV/Excel
How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup fieldScript that deletes a record?
We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,A formula that capitalises the first letter of each word
Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.Quotes in Commerce?
In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce toZoho Commerce - Mobile Application
Does Zoho Commerce have a mobile application for customers to place an order?Register user through Phone Number by Generating OTP
In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verificationUnable to change sales_order status form "not_invoiced" to "invoiced"
I am automating process of creating of invoice from sales_orders by consolidated sales_orders of each customer and creating a single invoice per customer every month. I am doing this in workflow schedule custom function where i create invoice by gettingCustom Buttons for Mass Actions
Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons wereZoho Vault Passwords
Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?
I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?Zoho Creator to Zoho CRM Images
Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there【Zoho CRM】レポート機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。Translation in zoho bookings
We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its lookingIs there any way to bill one client in different currencies on different invoices?
I have some customers who have their currency set as USD and most of their billing is done in USD. However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency supportAPI name for all fields in Zoho Project (Standard or custom)
Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject. Could you share a function to get the list of all API Name of any field of an AppNext Page