Tip #32: Share data between Cards & fill repeated Field values easily with Field Lookup
We often tend to fill the same set of information in different cards but what if Qntrl could make it easier for you? Well, it already has! Avoid adding the same information manually and do the same task more efficiently using
Field Lookup
.
Connect your cards through a Field Lookup that enables one card to “look up” data from another card, in other words, a Field Lookup will retrieve data from the field of one card to use in another. This simplifies the process and helps you populate the appropriate field values while you create a card. This is recommended because it not only improves the meaning of the data entered but also helps avoid data entry errors by limiting the values that can be entered.
Detailed Use case
Siliyanite, a supply chain management company, uses multiple orchestrations to accomplish tasks. Maintaining orders details and delivery are currently done using two different cards. However, information like client name, client location, and contact number are the same in both cards.
Step 1
- In orchestration 'Order Details', create fields 'Client name', 'Client address', 'Contact' in the form, and make the fields mandatory in order to make sure the data is entered for these fields.
Create a few cards for this orchestration in order to populate values in cards using Field Lookup.
Step 2
- Create another orchestration 'Shipping & Delivery', where you can drag and drop Field Lookup. Now, enter the Field title, select the form from which you want to retrieve data from the Form dropdown, and select the field from which you want to retrieve data from the Field dropdown.
Step 3
- This is an example of how the field lookup for 'Client name' is created. Similarly, you can create two other field lookups for 'Client location' and 'Contact'.
All the hard work is now done! Create a card with orchestration 'Shipping & Delivery'. Click on the field lookup to view all the populated values and select the data you want to fill the field with.
Some uses of Field Lookup
-
Onboarding processes track the name of hired candidates.
-
Order requests and order requirements track the list of raw materials required for manufacturing.
-
Sales forms that track prices and inventory.
Let us know how this feature is helpful in your organisation. Visit our
help center
to get detailed insights into Qntrl and onboard faster.
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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
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