Business Scenario

• Helen is the head of Procurement Management in her organization. Once the purchase cost of a material is approved by Helen, a new card can be created automatically to initiate the procurement process by triggering this custom function. 
  

• The approved cost (custom field) can be included in the new card created.   
  

You can also create repetitive cards automatically using Create_Job custom function. 

Steps to configure the custom function

Before executing this custom function, you will have to configure the arguments, add custom field values (if required), and authorizate connections. Follow the below steps to configure the function. 

1. Configure the Arguments 

• orgName : Specify your organization’s name. This will be available in Qntrl’s URL ( core.qntrl.com/blueprint/ <orgName>/<module>).
  

• jobTitle : Specify the title of the card. 
  

• layoutID:  Specify the ID of the form the card is to be created in. This will be available in the form URL  ( core.qntrl.com/blueprint /<orgName>/<layout>/<layoutID>).  
  

2. Add custom field values  

To provide values  for custom fields in the card, add the below syntax to the function.  This is optional and can be included only if there is a need to provide custom fields values. 

Syntax: 

paramMap.put("column_name of the custom field","value of the custom field"); 

The 'column_name of custom field' can be obtained using APIs: 

1. Go to our  API Documentation .
   
2. Navigate to the  Reference tab and select  Layouts  on the left panel. 
   
3. Execute the  Get layout details function by clicking  Try Now . 
   
4. Choose your organization and configure the URL by entering the Layout ID. The Layout ID will be available in the Form URL  ( core.qntrl.com/blueprint/ <orgName>/<layout>/<layoutID>). 
   
5. Click  Execute . 
   
6. Press Ctrl+F on your keyboard and search for your custom field name. You can find it listed as an  alias_name . 
   
7. Find the  column_name linked to this custom field. It will be listed just above the  alias_name . 
   

The  column_name  can be used in the syntax specified above to add custom field values.    

3. Provide authorization using Connections  

1. Invoke  Connections to authorize your Qntrl account. 
   
1. Click the  +Connections button in  Custom Functions . A new tab  will  open in your browser.  
   
2. Click  Add Connection in the top-right corner. 
   
3. Choose  Zoho Oauth from the Pick Your Service tab. 
   
4. Enter a  Connection Name and choose the ' Orchestly.job.ALL' scope to connect.  
   
2. After successful authentication,  add the connection details  to the invokeurl block of  the custom function. 
   
1.   e.g: connection : <Connection-name>