Orchestly Product Updates | Q2, 2020

Orchestly Product Updates | Q2, 2020

We've rolled out quite a few useful features and enhancements this quarter. We’ve also expanded our help materials with the introduction of Tutorials. Here's a quick rundown of our recent updates: 

Schedule your custom functions
Note: This is an early access feature. If you’d like to try it out, please drop an email to our support team.

Schedules allow users to trigger custom functions independently, without any trigger from business rules or blueprints. It can be set periodically or at recurring time intervals. Learn how to set Schedules in Orchestly.  

 

Save your draft versions
Note: This is an early access feature. If you’d like to try it out, please drop an email to our support team.
 
This feature allows users to save the entered data as a draft version while creating new Jobs or performing new transitions in Blueprints. 



New custom fields 
Note: This is an early access feature. If you’d like to try it out, please drop an email to our support team.
 
We’ve introduced 3 new custom fields - Date, Checkbox, and Radio button fields, in addition to the existing custom fields in Orchestly. Learn more about these new fields. 

 

Enhanced audit logs

We’ve enhanced Audit Logs to cover user activities extensively. Previously, only the Organization Admin was allowed to view Audit Logs. Now, users with relevant profile permissions will be able to view the Logs. Learn more about Audit Logs. 

​
 

Sample custom function for Zoho Sheet integration

Based on popular customer requests, we’ve documented a sample custom function to integrate Zoho Sheet with Orchestly. This integration allows you to autofill entries from Zoho Sheet to Jobs in Orchestly. Learn how to configure the integration.


New locations for Extensions

Previously, Orchestly supported 7 different locations to host extensions. We’ve added 5 more new locations to the list. Learn more about the new locations. 


Tutorials for Orchestly

We’ve rolled out a step-by-step Tutorial to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. 


We're working on documenting more customer-centric use cases for Orchestly. If you are looking for any specific content materials that would assist better, do let us know!
 
What’s next? 
  • We are working on educative ‘How-to’ videos explaining individual modules of Orchestly.
  • We are also working on short UI video (GIF) series to assist quick onboarding. 
 
You can keep track of our monthly updates in our What's New page. If you have any questions or suggestion, 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

    • Admin Control for Default Email Templates in Zoho Desk

      Hi Zoho Desk Team, We would like to request a feature enhancement related to default email templates. Currently, agents can select and set their own default email templates when replying to tickets. However, we believe this setting should be managed centrally

    • How can the direct link to a ticket be created from ticket #?

      Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?

    • Lock out of account after password update

      This is a bit of a catch 22 situation. I updated my account password using password generator in ZohoValut. Now I am locked out of everything, as I cannot get into OneAuth for 2FA, as the password is randomly generated, without getting into ZohoValut,

    • Guidance on Making Zoho Desk Connections Available for All Data Centers

      Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

    • How to use Twilio to send appointment notification and reminder SMS in Zoho Bookings

      Hit no-shows out of the ballpark by combining Zoho Bookings and SMS providers. SMS notifications help you remind customers of their appointments and reduce no-shows by reaching out where they are. In this guide, we'll configure an SMS provider called

    • Multibrand Help Center - Share knowledge base catgories between multiple departments

      Hello, I would like to know if it is possible to share categories between multiple departments when the multi brand feature is enabled. So that then one portal exists per department, but certain categories are visible in multiple portals. After all, we

    • "Copy Field Values from one Module to another" how to use?

      Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain:  In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect

    • Unable to upload document error on zoho sign

      i am creating a document using laravel php and here is my code and i get this reponse {"code":2005,"message":"Unable to upload the document","status":"failure"} $path = storage_path($file); $ch = curl_init(); curl_setopt($ch, CURLOPT_URL, 'https://sign.zoho.com/api/v1/requests');

    • Is this link the transparent pixel used to track opens?

      Could someone please help me identify this highlighted link? It is automatically created by Zoho and a lot of contacts receiving campaigns will click on this link. I don't believe that it is the "update your preferences link" because on the Link Clicks

    • Zoho Crm - Inventory Integration

      Hello, I need help about Map Fields between CRM and Inventory. For Example, I can't match amount of stock between these 2. I can put opening stock number  in Inventory but I can't see it on CRM. Also I want to see categories and parent categories on Inventory, in CRM too. Best Regards.

    • Inventory Valuation Method Feature

      Zoho added another feature so called Inventory Valuation Method of each Item. This is actually good to see and it will benefit us so much but I have a question on this. For Existing Items that already have transactions, Zoho made it a default and assumed

    • Where is the customization and extendibility of zoho inventory?

      After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we

    • Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

      J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas

    • Organization Variables - Restrict Access

      Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates

    • Values in multi pick list are not copied to copied deal

      Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field

    • Flow to follow up on trade fair contacts

      Hi, Before we moved to Zoho we had some flows (sequences) in HubSpot to follow up on trade fair contacts. To explain further on this it had the following characteristics: New contacts could be added to the sequence When added a flow of communication started.

    • Zoho takes too long to load...

      I am based in Europe and in the last couple of weeks, Zoho CRM takes minutes even to load modules. Is there a specific reason this is happening? Is this happening to other people?

    • Modules are continuously loading

      Hi! We are not able to open the task modules, it keeps continuously loading

    • Free user licenses across all Portal user types

      Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore

    • Execution failure when fetching a Name field from another app

      In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;

    • Accessing Subform Data using getRecordByID

      I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,

    • Easy way to delete attachments

      I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

    • Allow "add new" option to picklists and multiselection fields from add or edit pages

      Hello zoho, please insert an add option (ie +)sign) to pick and multiselect fields so we can add new options while entering or editing records. For example. in my lead module, while adding a new record, I realized I had a new lead source. I went to my

    • Allow customer to select meeting duration

      I would love to see a feature where I can give the customer the option to select the meeting duration they require based on a dropdown list which I have predefined in the service settings. For example: 15, 30, 45, 60, 90 minutes.

    • Kiosk Studio wrap-up | How our community used kiosks in 2024

      Hello, everyone! Happy new year! The end of 2024 has been busy, and 2025 promises to be bigger and better. As we ring in the new year, let's rewind and look at Kiosk Studio, our no-code customization tool. The past 300 days have seen the CRM community

    • Can you internally tag/categorize posts for campaigns?

      Would love to easily sort through posts by tags or categories (i.e. we have multiple memberships and share studies from each. It would be nice to pull reports in a second for "membership A studies" for a campaign etc.).

    • Zoho and Hostaway webhok integration.

      I want to receive data coming from hostaway webhook and receive it in zoho crm to create or update record in a module based on conditions. The hostaway webhook sends data every time a reservation is created or modified or cancelled. The hostaway sends

    • Function 56: Automatically enable the option for customers to pay via bank account

      Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking

    • Connect multiple Facebook ad accounts to Zoho Social

      Hi there. I'm doing the Facebook Ads and Zoho Social integration to automate the leads that come from Potential Customer campaigns on Facebook to Zoho CRM. I have a company (1 fanpage, 1 brand), but within the business or brand on Facebook, I manage several

    • Custom service report or Zoho forms integration

      Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

    • Creation of Path and subpath

      In order to improve the structure of the website for better organization, I would like to consider that when publishing a page, it can be within a section and sub-section. For example, if I have an events option in the menu, I can put past events and

    • Zoho vault uses only password to unlock not a TouchID

      TouchID works when normally openning app but when called from keyboard while browsing or trying to log to another app it shows only password option to unlock. This behaviour is only on iPad Mini witch latest 18.2OS

    • Assign task owner using Deluge

      Use Case: Each task is a document development task wherein once the developer has completed the first draft, the next step in the process is for the document to be QA-ed by the project's assigned auditor. Thus, I am currently working out a blueprint where

    • Using AVG in SQL Query

      My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had

    • The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

      #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce

    • Meta and Facebook data report discrepancy

      I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way

    • Links in Instagram

      Hi there, I have been using Later for a while now but keen to come back to Zoho Social as Later doesn't offer tagging of pages on Facebook but they offer something Zoho doesn't. You can add a link to your bio which opens up your profile feed where images

    • If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?

      Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,

    • Enter dates in tasks with just "tue" or "+10" or "5d" ???

      Is there any way to enter due dates in tasks without typing the whole date or making time consuming clicks in the calendar? I don't see anything online in the help or third party videos.

    • Multiple time zones in zoho projects

      We are working in an international team. We need to set up different time zones in the organizational settings or at least for one project within zoho projects. Any ideas or help? Thx in advance

    • Next Page