Tip #61: 5 different ways to create Cards in Qntrl

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 to end. The details to be collected in a Card is designed as a Form while building the Orchestration. Learn more on the detailed steps to building an orchestration.
 
There are one or more ways of creating cards in Qntrl. Let us discuss these in detail.
 

1. Cards tab

‘New Card’ button in the Cards tab is the generic and straight-forward way to create cards in Qntrl. On clicking this button at the top right corner of the Cards tab, you will be rendered a form to fill in the card details. Once you provide the details and click Save, a new card gets created in the orchestration. Learn more about Cards and their functions.
     

 

2. Public Forms

Users who are not a part of Qntrl or your Qntrl organization can create cards in Qntrl using Public Forms. Every public form has a Form Link that can be shared with external users to enable them to create cards. Hitting this link will render a form that can be filled with card details and submitted to Qntrl. Learn more about creating public forms and sharing them externally.
     

 

3. Email In

Another method for external or internal users to create cards in Qntrl is by emailing the card details to Qntrl. Each orchestration has a unique Email In ID to which you can email the card details, which will in-turn trigger card creation. Learn more about how the email data is mapped to cards and other advanced options.
     

 

4. Webhooks

Webhooks are HTTP-based callbacks configured to perform predefined operations when specific actions take place in Qntrl. Qntrl’s API methods can be used in Webhooks to create new cards and the card details can be mentioned as webhook parameters. These Webhooks must later be triggered from Blueprints or Business Rules. Learn more about webhooks and their properties.
     

 

5. Custom Functions

Custom functions allow users to code and execute their own program snippets, called functions, to customize and automate operations. Qntrl provides a predefined custom function for creating cards which is available in the Function Gallery. Simply configure this function with your organization details and trigger it from Blueprints or Business Rules. Learn more about managing custom functions . Check-out the other predefined functions available in Function Gallery.
     

 
We hope this article is helpful in briefing the different ways to create cards in Qntrl. If you have any suggestions or queries, do email us at support@qntrl.com.
 
     

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • 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


                                                            Manage your brands on social media



                                                                  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

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner







                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Zoho Desk API - Influence which layout is used

                                                                                                                Hello, how can the ticket layout be changed using the API? I would like to choose the layout directly when creating the ticket. If this is not possible, my question would be how can I change it afterwards? Best regards, Sven
                                                                                                              • Auto-Invite Users to Portals in Zoho CRM based on Conditions

                                                                                                                Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users to
                                                                                                              • Ticket Status email

                                                                                                                Good day, This was discussed in the past, but it would be helpful if we could have the system assign a custom response to a status. We have various statuses for tickets, e.g. "closed due to no response", or "Pending Status", it would be helpful for the
                                                                                                              • Has CSS Changed for Common Elements?

                                                                                                                I noticed today that the standard title headings on my Forms and Reports display smaller in size than before. Google Dev Tools (attached), seems to confirm my suspicion. Something appears to be overriding the 1.375rem to 1.125rem. The font size on the
                                                                                                              • Text field alignment

                                                                                                                Is it possible to align text in the text field? Or even better, is there a possibility to have a field which accepts only numbers?
                                                                                                              • email moderation issue when email is sent in the name of a mail group

                                                                                                                Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended
                                                                                                              • Pipeline in Custom Modules

                                                                                                                I love the way the Sales Pipeline looks and functions with reports. I would like to add the save pipeline features and visualization to a custom module, however, I only see that these pipelines are only available for the Deals module. Is there a way to add pipelines to custom modules?
                                                                                                              • Duplicate customers being created in Desk

                                                                                                                Hi I've trying to work out why I've getting duplicated customers being created in my desk. I have an external booking system that generates an email when I get a customer booking a job. A booking email gets sent to Desk where I manage the booking and
                                                                                                              • Turn off Knowlege Base Follow options and Follower lists

                                                                                                                Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names
                                                                                                              • Tip #53- Remote Billing: Your End-to-End Billing Solution in Zoho Assist- 'Insider Insights'

                                                                                                                Manual invoicing, after every remote support session, can be time-consuming and often error-prone. As an MSP, IT admin, or even a freelance support technician, it may become overwhelming to keep track of session time, service rates, and client invoices.
                                                                                                              • Record history and ticket interaction tab in contacts and accounts

                                                                                                                Hello everyone! We have improved the History tab to help users trace updates in the interaction activity logs of the Contacts and Accounts detail pages in the Customer Module. This enhancement make it easier to get clear details about who made each update,
                                                                                                              • issue with deluge script

                                                                                                                i used chat gpt to build this script and I am getting 2 errors which I cannot figure out how to fix: void monthly_sales_order_generation() { try { // ---------------- CONFIG ------------------- analytics_url_1 = "https://analytics.zoho.com/api/<workspaceID>/report/<reportID1>/data";
                                                                                                              • Is there an API to "File a Ticket" in Desk

                                                                                                                Hi, Is there an API to "File a Ticket" in Desk to zoho projects?
                                                                                                              • Zoho Desk View Open Tickets and Open Shared Tickets

                                                                                                                Hi, I would like to create a custom view so that an agent can view all the open tickets he has access to, including the shared tickets created by a different department. Currently my team has to swich between two views (Open Tickets and Shared Open Tickets).
                                                                                                              • Keyboard UX for Assemblies

                                                                                                                The new Assembly module has a counter-intuitive behavior that ought to be corrected. When an Assembly is ready to be entered, there are two options given, the blue-highlighted "Assemble" and the gray "Save as Draft". This correctly implies that the normal
                                                                                                              • Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

                                                                                                                Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
                                                                                                              • Cliq iOS can't see shared screen

                                                                                                                Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards
                                                                                                              • How to Move Behavior, Acquisition, Polls & Forms Data from Zoho PageSense to Zoho Analytics?

                                                                                                                Hi Zoho Community, I'm looking for a way to transfer data from Zoho PageSense to Zoho Analytics, specifically: Behavioral data (clicks, scrolls, heatmaps, etc.) Acquisition data (traffic sources, campaigns, etc.) Polls and forms data As far as I can tell:
                                                                                                              • Why can't I see images uploaded by other users in the Library for Campaigns

                                                                                                                We are several users of zoho Campaign. I have uploaded visuals of our company, but my team members can't see them.
                                                                                                              • zoho sheet stuck

                                                                                                                I Need help. ZOHO sheets stuck on the loading screen. I've already deleted the system cache and cookies of my browser (google chrome) but it's still not opening. 
                                                                                                              • Future Orders - Due Date

                                                                                                                Hi In my role, I can receive tickets where the work required is requested months in advance. Using a Future Orders option, which I believe was setup under the On Hold status type, hides the Due Date, in all views/ticket etc. Whilst I understand the reasoning
                                                                                                              • Tip of the Week #78 – Cut response time with multichannel shared inboxes

                                                                                                                If you’ve ever felt your team juggling between multiple email accounts, social pages, and chat apps just to reply to customers, you’re not alone. Managing conversations in multiple channels can quickly turn messy. Important messages across inboxes, replies
                                                                                                              • Need a way to run a client script longet than 10 seconds

                                                                                                                By The Grace of G-D. Hi, Currently, Client Scripts are Timing out at 10 seconds. We have complex logics that needs more time. Can you add a feature request to increase the timeout?
                                                                                                              • FSM - Associating and selecting Contacts based on Service Addresses

                                                                                                                Hi FSM team, I've come across an FSM limitation I wanted to share for improvement. I'm currently configuring FSM for a client who provides heating system install and maintenance services. The are often sub contracted by building management companies to
                                                                                                              • Exciting Updates to the Kiosk Studio Feature in Zoho CRM!

                                                                                                                Hello Everyone, We are here again with a series of new enhancements to Kiosk Studio, designed to elevate your experience and bring even greater efficiency to your business processes. These updates build upon our ongoing commitment to making Kiosk a powerful
                                                                                                              • FSM Improvement Idea - Show an Import button when there is no data

                                                                                                                I am setting up FSM for a client and I noticed that there is no option to import data, see screenshot below. Even when you click Create Contact there is only an option to Import from Zoho Invoice. It is only after you add at lease 1 record that the Import
                                                                                                              • Unable to Send Different Email Templates for Different Documents in Zoho Sign

                                                                                                                Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer
                                                                                                              • Timeline Tracking Support for records updates via module import and bulk write api

                                                                                                                Note: This update is currently available in Early Access and will soon be rolled out across all data centers (DCs) and for all editions of Zoho CRM. The update will be available to all users within your organization, regardless of their profiles or roles.
                                                                                                              • How to change position button transtition of Blueprint?

                                                                                                                Hi Everyone, Look at my screenshoot, it is possible move the reject button to the right? I couldn't find that setting in the blueprint. Thank you.
                                                                                                              • UI Improvement - Ability to Collapse Flow

                                                                                                                The UI for Flow is generally pretty good. However, when multiple decision trees are used, the layout can get pretty convoluted and hard-to-follow (see one of my Flows below): In these cases, even the auto-arrange fails to make this something that a normal
                                                                                                              • Tasks Statuses

                                                                                                                Hi, The task status "Completed" is a final status which closes the task. We need to have a status "Cancelled". However, when the status is set to "Cancelled", the task prompt still has a blue button to Close Task. When the customer clicks that and closes
                                                                                                              • Add Lookup Field in Tasks Module

                                                                                                                Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (
                                                                                                              • Create New Tasks Layout in CRM

                                                                                                                I am able to do this in Leads, Contacts, Meetings, Calls - every other module, but cannot create a new layout in tasks. I have the appropriate access but it's simply not appearing as an option. Only "Standard" option shows. Please help!
                                                                                                              • Whatsapp Connection Status still "Pending" after migration

                                                                                                                Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?
                                                                                                              • Meet Canvas' Grid component: Your easiest way to build responsive record templates

                                                                                                                Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.
                                                                                                              • Multi file upload

                                                                                                                Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany
                                                                                                              • Using IMAP configuration for shared email inboxes

                                                                                                                Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
                                                                                                              • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                                                                                                Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                                                                                              • Auto-sync field of lookup value

                                                                                                                This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.
                                                                                                              • Zoho Recruit Subscription

                                                                                                                Hello Zoho Recruit Team, Good day! I would like to inquire about your recruitment subscription plans and would also like to verify the current subscription our company is enrolled in under Zoho Recruit. Thank you, and I look forward to your response.
                                                                                                              • Next Page