Save cards as draft

1. Tap the   icon from the top band.
   
2. Pick a form.
   
3. Fill in the details.
   
4. Tap the dropdown icon at top right corner beside Save.
   
5. Click Save as Draft. 
   

Card views 

1. To switch between views, tap the dropdown in the top-left of the card screen.
   
2. Tap a view name. All the cards available under the chosen view is displayed.
   
   
   

1. To filter the cards, tap  in the bottom-left corner, select the required filters, and tap  Apply . You can also save a filter criteria as custom view. 
   
2. To sort and group cards, tap  in the bottom-right corner, choose the required sort and group options, then tap  Apply.
   

Edit or delete cards

1. To edit the card details, tap  in the top-right corner, modify, and tap  Save.
   
2. To delete a card, tap  and confirm.
   

Search cards

1. Tap  from the top band of the app and enter a search string to find the card.
   

Users

Employees in your organization can be added as users to Qntrl. A dropdown at the top of users tab lists Active, Inactive, Unconfirmed, and Deleted user lists. 

Add user   

To add a new card:

1. Tap the    icon inside the Users tab.
   
2. Enter the email address, profile, roles, team, and manager of the new user.
   
3. Tap  Save.
   

Once the user is added, an invite email will be sent to their inbox.

Notifications

Stay informed about the progress of cards using notifications. Tap  from the top band of the app to view all the activities performed.

My Requests

To view all the requests created by you, tap  and select My Requests.

Reports

Access privilege : User profiles with  Manage Reports permission  in card level can access Reports. 

Client scripts

Client scripts are validations that take place at the end user's browser when adding or updating business data in a Card.

 

Client scripts will be executed in the mobile app in the following scenarios:

1. Display data from the script as a toast message.

2. Trigger alerts or messages for field validations.

3. Run arithmetic operations on the field values and display the results in another field.

4. Set a value to a specific field. 
   

Settings

Users can customize their application settings here. To navigate to settings, tap  and choose  Settings .

Organization Settings

Choose organization

1. Tap Choose Organization .
   
2. Tap the organization name you wish to visit.  
   

Sync profile permissions

Privacy and Security

Passcode lock

Push Notifications 

Text copy 

Send diagnostics and usage statistics

Send anonymously

General notes

1. Extensions installed from the web are supported at locations such as attachments, comments, and during transition section of blueprint. 
   
2. Business rules, webhooks, custom functions, and email templates configured in the web will be triggered when related activities are performed in the mobile app.
   
3. Users, teams, user roles, and profiles configured in the web are applicable in the mobile app.