Beta feature: New fields in Layouts

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 the users. 
 
For example, to capture Birthday or Date of Joining- Date field can be used. However, for Delivery date or Exam date- Date & Time fields can be used to mention the precise time along with the date. 



Checkbox Field

A Checkbox field lets users either enable or disable an option. 
 
For example, to get consent from the user about your organization's terms and conditions, checkbox field can be used. 



Radio Button Field

A radio button field allows users to select a single option among many other options. 

 

For example, to declare the gender of the user, radio button fields can be used.



Line Item Field

Line item fields can be used to add tables to layouts. Users can then add records to these tables from Jobs. 
 
For example, to fill out billing details such as Product code, Product name, and Cost, in a single table, Line item fields can be used.



We hope these fields are useful to build your business process. Please email our support team to gain beta access for the above fields. Let us know your suggestions and feedback in the comments below.
 
Visit our help center to get detailed insights into Orchestly’s features. Developers could also benefit from our API and Extension Development guides.  


    • 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

    • Composite Product (kit) - Dynamic Pricing

      I am setting up Composite Products for item kits that I sell. I also sell the items from the kit individually. Problem is when pricing changes on an individual part, the Composite Product price does not change meaning when the cost of item # 2 in the
    • Add "Reset MFA" Option for Zoho Creator Client Portal Users

      Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
    • Tables for Europe Datacenter customers?

      It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
    • Does Zoho has chatroom/chatbot url feature?

      Hi Zoho community! I’m looking for a quick "Yes/No" answer for my dev team regarding Zoho’s capabilities. We currently use Zoho Desk for our Service Team and Zoho CRM for our Marketing Team to bring both functions under one platform. Our question: Does
    • One Support Email Managed By Multiple Departments

      Hello, We use one support email (support@company.com). Incoming emails come to the "Support Department" and based on what the customer is asking, we route that ticket to different departments (billing, technical support, etc.). When users in these different
    • What's New in Zoho Analytics - February 2026

      Hello Users! We're back with another round of updates for Zoho Analytics. This month's release focuses on giving you greater flexibility in how you visualize, manage, and act on your data - with new features like custom visualizations, remote MCP server,
    • Is it Possible to Modify Standard Report Urls

      Is there a way to permanently modify standard report Urls? Use case: Suppose I have a Products report. Showing list as timeline, calendar, or kanban doesn't make sense. Want to hide that from users by adding #Report:Products?zc_ShowAs=false&zc_Print=false
    • Updated font library: New font styles and custom font options in Zoho Sheet

      Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can
    • scope for phonebridge in CRM and phonebridge API documentation

      Hi I cannot find the scope to be used for phonebridge in CRM API V2 calls. I am getting OAUTH_SCOPE_MISMATCH for scope group ZohoCRM.modules.ALL,ZohoCRM.setttings.ALL Also I am not able to locate the documentation for the same, All I have is phonebridge
    • Job Alerts for Candidates

      hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can
    • Zoho Wiki or new Zoho Learn

      We are currently evaluating if we should move off confluence. At present in Confluence we have multiple levels within our documentation but with learn it looks like you can only have Space       - Manual             - Chapter Is it possible to have levels below Chapter? Also the same question for the existing wiki, can I have more sub-levels?
    • Fix image at bottom of a page fot automatic proposal creation

      I'm working on a proposal document to automate our proposal creation process. So far it works fine, but I experience some problems with an image I want to have fixed at the bottom of the page AND above the footer. This section of the document consists
    • Can't scroll the page down unless I refresh the page

      Hello, This issue has been going on with me and a lot of other users in my organization, we can't scroll down! the scrolling side bar doesn't appear and scrolling down through mouse or keyboard keys doesn't work, it seems that the page just ends in the
    • Price List

      II want to restrict the items to display in sales, quote, etc for which custom rates are added in price list. How I can do the same in Zoho books
    • Let’s Talk Recruit: Still switching tabs to source?

      Welcome back to the Let’s Talk Recruit series. Let’s talk about how you actually source talent. Do you open multiple job boards every single time a role opens? Run the same keyword searches you ran yesterday? Download, upload, rename, and then do it again
    • Kaizen #231 - Embedding Zoho Desk Tickets in Zoho CRM

      Hello, CRM Wizards! This week, let us enhance cross-team visibility between Zoho CRM and Zoho Desk. We will use the Zoho Request Client inside a Related List widget to display open Zoho Desk tickets directly within the Contact record in Zoho CRM. This
    • Introducing a smarter, faster, and more flexible charting experience

      Hello Zoho Sheet users, We're delighted to share the latest news about a major update to charts in Zoho Sheet! The new version supports dynamic data ranges, granular styling options, faster loading, and other interesting enhancements that allow you to
    • Introducing Job Alerts

      Keeping candidates engaged beyond their first application is one of the most consistent hiring challenges. Many interested candidates simply do not revisit career sites regularly, which can result in missed opportunities and reduced re-applications. To
    • How to add SSL to Short URL custom domain?

      Hi, I've added a custom domain the the URL Shortener Domains. It's creating the short URL fine, but when clicking through, firstly I get an SSL warning, then a 400 Bad Request warning.
    • Where is the settings option in zoho writer?

      hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
    • Enhance Sign CRM integration

      Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
    • Task status - completed - other options

      I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
    • Bank feed integration First Abu Dhabi Bank (FAB) to Zoho? (UAE)

      Hello everyone, Is First Abu Dhabi Bank in the list of banks available for bank feed integration with Zoho Books? Thank you.
    • How to Export Filtered List of Contacts?

      This seems like it should be simple, but I'm stymied. I'm trying to export a filtered list of my Contacts for analysis in a spreadsheet. The use case is that I'm an ecom business based in the US. The bulk of our customers are individuals stored as Contacts.
    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
    • can we add product images in Zoho CRM Quote PDF template?

      I want to create a quotation format in Zoho CRM similar to the attached PDF, where each product is displayed in a table with rpoduct image I need the product image to appear inside the line items section of the quote. However, while checking the Quote
    • Does Zoho Writer have Dropdowns

      I want to add a drop down field in Zoho writer. Is this possible?
    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
    • Connecting Multiple WooCommerce Stores to a Single Zoho Marketing Automation Account

      Is it possible to connect multiple WooCommerce stores to a single Zoho Marketing Automation account?
    • Service Title in Service Report Template Builder

      I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannot
    • Update: New Security Admin Role

      Hello Zoho Directory Admins! This post is to highlight the recent role and permission changes introduced as part of the security enhancements. Previously, Helpdesk Admins had the security permissions and were responsible for managing the security configurations
    • Client Script | Update #14 - Client Script Support for Quick Create

      Hello Everyone! We are back with another exciting and highly awaited update in Client Script! Over the past months, many of you shared your insights and requests, asking for the power to extend Client Script functionality to Quick Create forms. This capability
    • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

      Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align
    • The Social Playbook - February edition: Why moment marketing works (and how brands use it)

      Imagine the final season of your favorite series is about to drop. Your entire feed is talking about it. Trailers everywhere. Fan theories. Hype at 100%. Now your go-to burger place launches a limited-edition meal box themed around that series—custom
    • PDF Attachment Option for Service Reports

      Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
    • Manage Every Customer Conversation from Every Channel inside Zoho SalesIQ

      Your customers message you from everywhere. But are you really able to track, manage, and follow through on every conversation, without missing anything? With interactions coming in from websites, mobile apps, and messaging platforms like WhatsApp and
    • Cliq Bots - Post message to a bot using the command line!

      If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how
    • Depositing funds to account

      Hello, I have been using Quickbooks for many years but am considering moving to Zoho Books so I am currently running through various workflows and am working on the Invoicing aspect. In QB, the process is to create an invoice, receive payment and then
    • 【Zoho CRM】営業日のロジックに関するアップデート

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、営業日のロジックに関するアップデートをご紹介します。 本アップデートにより、ワークフローにおける営業日の計算方法が改善されました。 週末などの非営業日にワークフローのトリガーが発生した場合でも、 「+0」「+1」「+2 営業日」といった設定が、意図どおりに正確に動作するようになりました。 営業日に基づくワークフローでは、日付項目を基準に「何営業日後に処理を実行するか」を指定します。
    • Merged cells are unmerging automatically

      Hello, I have been using Zoho sheets from last 1 year. But from last week facing a issue in merged cells. While editing all merged cells in a sheet became unmerged. I merged it again, but it again unmerged. In my half an hour work I have to do this 3-4
    • Next Page