Qntrl for iPhone | Online Help | Qntrl

Qntrl for iPhone

Carry your workspace wherever you go using Qntrl's mobile app. Users can view requests, perform cards, and track updates on the go by downloading Qntrl's iOS application. 

Minimum OS version: iOS 10

Install Qntrl to your iPhone

You can install Qntrl either from the App Store or iTunes. Once inside the App Store or iTunes, search for ‘Qntrl’ and tap  Install . The application will be ready to use once your organization's details are downloaded.

Forms   

Forms are customizable digital layouts used to capture user inputs. 
  1. Tap   and select  Forms  to view the list of forms available in the organization.
  2. Tap a form to view the card requests in it.




  1. New forms cannot be created from the mobile application.
  2. Existing forms cannot be edited, deleted, or deactivated in the mobile application.

Cards  

Work items requested by the customers are called cards.  

Add card   

To add a new card, the user must fill out the form. 
  1. Tap the  icon from the top band.
  2. Pick a form.
  3. Fill the details and tap  Save .



You can also add comments and attachments to the card. 
  1. Tap  and add your comment.
  2. Tap  and choose a file to attach.

View card details 

Tap a card to view its details.
  1. Preview blueprint : The card's forms and blueprint are displayed right below the card name. Tap the blueprint hyperlink to view the complete blueprint. 
  2. Details : Default fields like  Assignee, Team, Priority , and  Due on  along with the other custom fields, are displayed in the Details tab. The  Card Information section displays the card creator and created time.
  3. Related : Attachments, comments, and activities can be viewed here.
  4. Extensions : All the extensions associated with the card are captured in this   tab. You can tap on the displayed extension name to use it.



Users will be able to view: 
  1. Cards created by them  
  2. Cards requested by them
  3. Cards in which the user has view privilege in forms
  4. Cards in which the user can perform one or more  Transitions
Access Privilege:
  1. Admin users will be able to view all the cards.                        
  2. For other profiles to view all the cards, enable the  View permission under  Access Control.

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



Access draft cards

  1. Tap the   icon from the top band.
  2. Pick a form.
  3. Click View draft Cards at the bottom of the page.


Perform transition 

If you have valid permissions to execute the card, you will be able to view all the Next Transitions
  1. Tap a transition name to complete it.  
Alternatively, you can also perform transitions in a single swipe:
  1. Swipe a card from right to left to view all the  Next Transitions
  2. Tap a transition name to complete it. 


Save transitions as drafts  

  1. Go to a Card.

  2. Perform a transition.

  3. Update the fields required to complete the transition.

  4. Click the dropdown arrow beside Save.

  5. Select Save as Draft.

 

A draft icon will be displayed in the card details view near the transition name to indicate that the transition is a
draft.



 

Card views 

Cards can be categorized and grouped under different views.  Learn more about the different views in Qntrl. 
  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.



Other actions in cards

Filter, sort, and group cards

You can filter cards, sort their order, or group them to suit your requirements. 
  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.


 
You can perform filter, sort, and group actions from the forms page and cards page.
 

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

You can search for cards using the card name or card ID.
  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

Reports help users to evaluate the progress of their organization. Using Qntrl's mobile application you can view the default as well as custom reports.



Get to know about our default reports here . The edit, filter, and chart options are not supported in our mobile application yet.

Custom reports will be displayed under the configured folders.

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

If you are a part of more than one organization, you can switch between organizations here.
  1. Tap Choose Organization .
  2. Tap the organization name you wish to visit.  

Sync profile permissions

To sync any modifications made to user profiles in the product, tap Sync profile permissions

Privacy and Security

Passcode lock

You can set up a 4-digit passcode as an additional layer of security for your data saved in the Qntrl app.

Push Notifications 

You can receive push notifications from the Qntrl app whenever there is an update in the card.

Text copy 

Enabling this option lets the user copy text from the app to the device's clipboard. This copied text will be accessible in other applications too.

Send diagnostics and usage statistics

You can help our developers improve the application by sharing your usage statistics.

Crash reports

Crash reports allow users to alert the app developers whenever there is a crash in the application.

Send anonymously

Check this option to share your diagnostics and usage statistics or crash reports 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.




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