Orchestly Product Updates | Q1, 2020

Orchestly Product Updates | Q1, 2020

We hope you are all doing well! Even as the world is experiencing a temporary halt owing to the pandemic, let us be optimistic of the days that lay ahead and hope for the best. This too shall pass! 

Inspite of the challenging times, we’ve been up to a steady start at Orchestly and are committed to provide undisrupted assistance to our customers from our remote workplaces. 
 
Here is a rundown of our recent updates:

The all new Custom Function Gallery

We’ve introduced Function Gallery in Orchestly with a set of pre-defined custom functions. All of these functions require basic configuration, after which you can associate them to blueprints and business rules in Orchestly.
Learn more about configuring these custom functions.



Stay connected with Zoho Cliq Integration

Zoho Cliq is a team communication application that promotes organized conversations in your workplace. We’ve integrated Orchestly with Zoho Cliq to simplify the collaboration between your users and teams. You can also create new jobs right from Zoho Cliq.
Learn more about this integration.
 


Implementation and Troubleshoot Access

This feature allows you to provide temporary access of your Orchestly account to our technical support team to assist you build workflows or troubleshoot issues. The access can also be revoked anytime you want. 
Learn more about providing access and its restrictions. 



Business rule gets a revamp

We’ve enhanced business rules in Orchestly to allow users add multiple criteria and actions. We’ve also increased the limit to add criteria to each business rule as 10. 
Earlier, we supported triggering instant actions alone. Now, you can also schedule actions from business rules
Take a look at our detailed forum about this feature. 



What’s next?

  • We are working to support checkbox and radio button fields in Layouts. 
  • You will soon be able to trigger custom functions independently, without any trigger from business rules or blueprints, at pre-defined time intervals using Schedules.
  • We are also planning to provide 'Save as Draft' option for jobs and transitions. 

You can keep a track of our monthly updates in our What's new page. If you have any questions or suggestions feel free to bring it up in  Orchestly's community
 
Happy Orchestrating! 


      • Sticky Posts

      • Orchestly is now Qntrl

        We are excited to let you know that Orchestly now comes with a brand-new name—Qntrl and a bunch of futuristic features to help you upscale your enterprise.   Qntrl is a workflow orchestration platform to design, automate, and analyze all your business
      • A walk through Orchestly's 2020

        Among the numerous technologies that stood resilient during this pandemic, cloud and automation make it to the top spots. Orchestly, being a cloud-based automation software, has been able to support customers to adapt the changes quickly, ensuring efficiency
      • Beta feature: New fields in Layouts

        Orchestly provides a set of custom fields that can be added in layouts to capture different organizational details. In addition to these existing custom fields, we’ve introduced 3 new fields: Date, Checkbox, Radio button, and Line items.   Note: The new fields are currently released as Beta Features. If you’d like to try it out, please email our support team.  Date Field Orchestly supports Date as well as Date & Time fields. You can either choose to capture only the date or both date and time from
      • Orchestly Product Updates | Q1, 2020

        We hope you are all doing well! Even as the world is experiencing a temporary halt owing to the pandemic, let us be optimistic of the days that lay ahead and hope for the best. This too shall pass!  Inspite of the challenging times, we’ve been up to a
      • Q3 updates for Orchestly- what's happening, what's next?

        This quarter has been quite productive for Orchestly with the release of major features. Meanwhile, we’ve been working on a list of brand-new updates for the next quarter too. Here is a rundown of our recent and upcoming updates: Parallel Transitions

        • Recent Topics

        • Committed Stock and To Be Received Stock via API?

          Is it possible to retrieve Committed Stock and/or To Be Received Stock for an Item via the API? I want to use this information for calculating the amount of inventory needed to be purchased.
        • Creating Email template that attaches file uploaded in specific field.

          If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
        • Marketer’s Space - Automate a Personalized Holiday Workflow with Zoho Campaigns

          Hello marketers, Welcome back to another post in Marketer’s Space! From Thanksgiving through Christmas, you have a flurry of opportunities to connect with your audience. In this post, we’ll see how you can plan an entire month-long automated workflow
        • Zoho Inventory Custom Field Update

          Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");
        • Sorting columns in Zoho Projects

          Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,
        • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

          Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember
        • Explore the Redesigned Quotes Module in Zoho Billing

          Dear users, We’re excited to introduce a refreshed look for the Quotes details page in Zoho Billing! This update brings you a more efficient user interface experience without changing your existing workflow. We've enhanced layouts with organized tabs,
        • Updating custom fields in Zoho Projects

          Hi I am wondering if anyone has experience with custom fields in Zoho Projects. I am struggling to update the field using either deluge or the api endpoint. My code is: //custom_Map = map(); custom_Map = {"UDF_DOUBLE_1":"0.27"}; update_Map = map(); update_Map.put("custom_fields",custom_Map.toList());
        • Zoho Inventory - How to pay a supplier up front then receive multiple deliveries

          How do we manage situations where we pay a supplier up front, then the receive the products in increments? Example Workflow: Create Purchase Order > Receive Bill for full amount > Receive Items 2 or more deliveries. Currently, once a Bill is created against
        • Pin multiple columns and adjust column widths in CRM subforms

          Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's
        • How can I add or change the active customer in Zoho Projects?

          I'm trying to change the customer in an active Zoho project. Is it possible to add or change the customer?
        • Almacenamiento

          Hola, Quisiera saber como podría hacer para bajar el almacenamiento de 5gb a mis usuarios, en otras palabras los quiero ir limitando de la cuota real, y luego ir agregando poco a poco la cantidad hasta llegar a los 5gb que me dan en el plan free. 
        • What happens when someone clicks 'unsubscribe' in a zoho CRM email

          Hello, As per, i am going round in circles trying to find an answer to these 2 question. I have an email template that has an unsubscribe link in the footer in zoho CRM. First, what happens when someone clicks it - where does the contact get unsubscribed
        • Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

          Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
        • Zoho CRM - Scheduled Reports Which Contain Chart

          Hi Zoho CRM Team, I'm requesting that the Report Export and Scheduling feature be enhanced to include a chart, if one has been created on a report. At the moment I have a report which shows Sales This Week by Deal Owner and a pie chart at the top of the
        • Can I add Conditional merge tags on my Templates?

          Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
        • Cadences

          I have just started using Cadences for follow-up up email pipeline. Is it just me or do you find the functionality very basic? For example, it will tell me (if I go looking for it) if someone has replied to a follow-up and been unenrolled; but it won't
        • Canvas View in Zoho Recruit

          Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?
        • Zoho Inventory - Move Orders

          Quick question about Move Orders... Why is there no status to say something like "Draft", "In Progress" and "Completed", similar to Transfer Orders? I'm assuming that when something needs to be moved it should be planned in Inventory, executed and then
        • Kaizen #215 - Workflow APIs - Part 3 - Create and Update Workflow Rules

          Welcome back to another week of Kaizen! Over the last couple of weeks, we’ve joined Zylker Cloud Services as they review and improve their workflows. In Part 1, we discovered and audited their sprawling workflow landscape. In Part 2, we learned how to
        • DataPrep Bigquery Connection failed

          Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.
        • Issue in Zoho People Regularization – Incorrect Hour Calculation

          I have noticed that when applying attendance regularization in Zoho People for previous dates, the total working hours are not calculated correctly. For example, even if the check-in is 10:00 AM and check-out is 6:00 PM, the system shows an incorrect
        • Free Webinar : Unlock AI driven business insights with Zoho Inventory + Zoho Analytics

          Are you tired of switching between apps and exporting data to build customized reports? Say hello to smarter & streamlined insights! Join us for this exclusive webinar where we explore the power of the Zoho Inventory–Zoho Analytics integration. Learn
        • Allow Multiple usage units to items while adding them to sales/purchase transactions

          The usage unit of items added in zoho books are static right now and can not be changed. But certain items are received or sold in multiple usage units. One example is fabric. It can be bought in Meters, inches, kgs or other units. Another example would
        • PO receive quantities

          At last, Zoho has finally got around to allowing us to receive a larger qty than recorded in the PO :-) Saves us all from editing the PO's before receiving larger quantities ( usual for us ) ! It's still in "beta" but available upon request, I've tested
        • Invalid URL error when embedded sending url into iframe for my website when using in another region

          Hi team, My site is currently working on integrating your signature feature as part of the system functionality, it's working great but recently there's been a problem like this: After successfully creating the document, i will embed a sending url into
        • Analytics : How to share to an external client ?

          We have a use case where a client wants a portal so that several of his users can view dashboards that we have created for them in Zoho Analytics. They are not part of our company or Zoho One account. The clients want the ability to have user specific,
        • Reference Deal Categories in Deluge

          Hello, Is there a way to reference Deal Category in deluge functions? So for our Deals, we have several different WON stages in a pipeline.  Rather than type each stage into our functions, we'd like to be able to reference the Deal Category.  Similar
        • Payroll In Canada

          Hi, When can we expect to have payroll in Canada with books 
        • Users Name & Email in Reports

          Hi, I would like to show the Users Name from their Zoho Acount in All Entries/Reports as well as the current Account Email. Thanks Dan
        • 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
        • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

          Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers
        • Whatsapp Limitation Questions

          Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based
        • Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

          Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals
        • Workflow Creation with Zia gets stuck

          It gets stuck here:
        • Super Admin Logging in as another User

          How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
        • Unable to Add Asset to Work Order Due to Different Contact and Company

          Hello Zoho Team, I’m facing an issue in our environment related to asset linking in Work Orders. Here’s the situation: When our engineers go for field activities, they initially create the Work Order using the salesperson’s contact details. After completing
        • I NEED MORE CUSTOM FIELDS!!!

          Why can I only have 60 custom fields! It's not enough. I want another 100 extra custom fields to do what's necessary for my business! I'm sure I can't be the only one with this problem!!! How hard would it be to fix this? Just fix it for me please at
        • Zoho Webinar et Zapier : de la prise de rendez-vous aux relances — une automatisation performante

          Organiser un webinaire réussi et gérer efficacement les participants peut être un véritable défi. Avec Zoho Webinar et Zapier, vous pouvez rendre vos processus plus simples. Vous gagnez du temps en automatisant les tâches répétitives. Résultat : une expérience
        • Ticket Stages Report

          From data to decisions: A deep dive into ticketing system reports Ticket stages refer to the series of transitions from the moment a support ticket is created until it is closed. It moves through various stages based on the actions taken at each preceding
        • Next Page