Tip#60: Lock the fields of Cards at different stages
When a card passes through a number of stages, each stage being owned by a different user, data added by one user shouldn't be modified by other users. In these circumstances, you can use the Card Lock functionality to lock the fields, comments, or attachments.
Consider a hiring process, for instance, when there are multiple rounds and interviewers involved. The first interviewer updates the fields with basic details of the interviewee and doesn't want any other interviewers to make changes to these fields. In this case, you can include the fields that ought to be filled in by the first interviewer in the
During
section of the transition of the Blueprint and in the
After
section of the transition, you can lock the fields using the
Card
lock
option. This will restrict other users from making changes to the respective fields.
Note
: When you lock the fields, all the fields on the card will be locked and can't be edited.
Only users with the Admin profile can unlock the card in an emergency, such as when inaccurate data has been accidentally added and you need to make modifications to the card.
-
Navigate to
Cards.
-
Select the locked card.
-
Click
at the top-right corner of the card.
- Select Unlock Card from the dropdown.
The card will now be unlocked, and its fields can be edited.
If you would like the card to be unlocked automatically, you can configure the same in the
After
section of Blueprint transition by selecting
Card Lock = Disable Lock.
Know more about the Card lock feature from this
help document.
We hope this update is helpful to you. If you have any questions or suggestions, please leave a comment below or email us at
support@qntrl.com.
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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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