Other actions in orchestration | Online Help | Qntrl

Other actions in orchestration

Rearrange top panel

Access Privileges
Only users with access to Settings in Access Control can perform this action.

Qntrl allows you to rearrange the tabs available in the top panel such as Cards, Reports, Orchestration shortcuts, and Extensions. To rearrange the tabs,
  1. Navigate to   and select  Orchestration from the menu.
  2. Click   next to the New Orchestration button.
  3. In the ensuing pop-up, drag and drop the tabs to rearrange them.
  4. Click Update



The updated order will be applied for all users. 
Explore a business scenario here.

Edit orchestration 

To edit an orchestration:
  1. Navigate to  and select Orchestration from the menu.
  2. Choose the orchestration you want to edit.
  3. Click the  Edit Orchestration hyperlink on the top-left corner near the orchestration name.
  4. In the Edit Orchestration pop-up, update details like the Orchestration Name, Description, and Card ID Prefix.
  5. Click Save.



Activate or deactivate orchestration

When an orchestration is deactivated, it will no longer be available for cards. Cards already created using this orchestration will remain active.
  1. Navigate to  and select Orchestration from the menu.
  2. Toggle the button at the right end to activate or deactivate the orchestration. 



Delete orchestration

When an orchestration is deleted, all the blueprints, cards, and forms created through the orchestration will also be deleted. 
 
To delete an orchestration:
  1. Navigate to   and select Orchestration from the menu.
  2. Hover over an orchestration, click     , and then select Delete Orchestration.
  3. Confirm your action.




    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • What happens if an orchestration is deactivated or deleted?

                                                                                                                You will not be able to create cards with deactivated orchestration. However, existing cards will remain active.  ​If an orchestration is deleted, all the cards created using that orchestration will also be deleted.
                                                                                                              • Other actions in Blueprints

                                                                                                                Editing stages and transitions    Edit stage    Navigate to  and select Orchestration from the menu.     Select an orchestration whose stage you want to edit.    Click on the Design Blueprint tab.    Select the stage you wish to edit and make the ...
                                                                                                              • What is Orchestration?

                                                                                                                Orchestration allows organizations to automate their end-to-end workflows in one go. With orchestration, you can create forms to record user responses, design and validate blueprints that automate the organization’s processes, and control which users ...
                                                                                                              • Other actions in Users

                                                                                                                Edit user Navigate to   and select  Users  under  User Management. Learn more about users. Mouse over the user name to view . Click the icon and select  Edit. Modify the user details and click  Save. Details of the organization owner cannot be ...
                                                                                                              • How to view the blueprints associated with an orchestration?

                                                                                                                 To view the blueprints associated with an orchestration,   Navigate to   and select Orchestration from the menu. Hover over an orchestration name, click     , then select View Existing Blueprints . 
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources