BPMN support
Hi, I'm using BPMN 2.0 for business processes modeling and development. Will there be a tooling for upload or build diagrams with this Notation and execute it with orchestly? Best Regards and keep up your great work Marcus
Change the order of columns in kanban view
I am wondering if it is possible to reorder the swimlanes in the kanban view? I have created a custom layout and a blueprint which shows the appropriate columns, but I can't seem to order them the way I'd like. Any help would be appreicated!
Field contains number of jobs on progress
Hello, Is it possible to have a field in the form that shows the number of jobs are currently in progress with the same title? Is this something doable using scripts? How?
Centrally store FTP connection data to share across multiple data sources in Zoho Analytics
Today when we setup different data sources for Zoho Analytics, we have many files to import from the same directory and need to create and maintain different ftp server / login / password credentials for each data source, even though they are the same
Dynamic Field
Hello, Is it possible to have a field in the form, this field shows the number of the total cards in progress with the same title? for example, if we have 10 card with the title XYZ, 5 of them are closed and the other 5 are in progress. Then, the field
Error while linking Zoho Oath to QNTRL
We are on Zoho One. When I try to connect to add ZohoBooks Invoice Read access to QNTRL via Zoho OAuth I get the following error: Error while performing action Your organization does not have permission to access connections. Please contract the respective
Bluprint Actions in Notification Emails
Hello, I wonder how can a user accept or reject an approval defined in any given blueprint from the e-mail notification to notify approving user that there is an item waiting for the approval. Best.
External users
Hi there, How flexible are workflow in Qntrl for people who are not part of your organization and not Zoho users? Can workflows be triggered by events like emails or click on a web form? Thanks
Update custom field for another Orchestration
Hi, I have two Orchestrations, Orch "A" at one stage it creates a card for Orch "B" so another team does a parallel task. I want to make sure that Orch "A" is not completed until Orch "B" is completed as well. I understood that I can achieve that by creating
Blueprint or Zoho Orchestly
Hi, I have just taken a Zoho one license and plan to start mapping our business processes and workflows. I am a bit confused as to which Zoho app should i use for it. Should it be blueprint (in CRM) or Zoho orchestly or some other app? Please provide
Get data from a Google spreadsheet
Hey! I don't really find a step-by-step solution, how can i integrate one of my Google spreadsheet into QNTRL. I have a db stored in Google spreadsheet (clients_names, addresses, etc) and want to use it in QNTRL (Zoho). How can i create a dynamic select
Line Item Flexibility
Hi, 1) just wondering if there is anything we can do with line items? As far as I can tell, they are display only? Use in triggers or with scripts? (ie, client side total a column and place the value in another field) 2) Advanced fields inline items?
Custom Function: Create Task through Zoho Mail API
I thought it'd be really useful if I could create and manage tasks in Zoho Mail as job transition through Qntrl. https://www.zoho.com/mail/help/api/post-add-new-task.html I've setup the connection correctly because any GET requests work fine, but I'm
Transitions trough form
Hey, I'm working on a blueprint in which I need to be able to select an amount of parallel transitions. My question is hereby if it is possible to place a field in the form in which you can select the amount of parallel transitions you would like from
Orchestly and Zoho Projects
How Orchestly and Zoho Projects were designed to work together? Our organization has lots of projects. Each project has its respective tasks list. Each task needs a business processes to be performed to get done. How can we use both apps to take full advantage of Zoho?
How to Handle Mandatory, but Non-Sequential Stages and Transitions
I'd like to make Orchestly really drive our processes in our company. One place where it would be really useful is managing periodic processes. As an example, we have end-of-month, quarterly, and annual activities that have lots of individual things that need to get done across several functions, and these items are unordered - done in parallel, not series. And they all have to be done (or recorded as skipped) for the overall activity group to be done. A simple example would be an end-of-month clean.
Zoho Orchestly Storage
What amount of storage is provided in Zoho Orchestly Enterprise Version of Zoho One Bundle offer?
About ZohoOrchestly to add a next person
Hello Please teach me how to add a person to approve some documents from me. Thak you.
hiding fields and revealing after phases or transitions
New to Orchestly; learning I have a new Layout that I have 4 basic phases I want to execute actions against. I have left the first phase viewable; phases (fields within sections) 2-4 are hidden. In the first transition I have it set to 'add' the fields and update to viewable with default values. Problem is - as soon as I create a new job i fill in the first 'phase' which shows properly only the fields I should see.... when it saves the job and hits the first transition it has all fields viewable???
Fill Fields
Is there a way to get records from a sheet and display it in a field? or update a field by giving it a value from another field?
Orchestly with Zoho One
Now that Orchestly has been added to Zoho One will it ever become more than just a standalone app? It does not seem like it integrates with other Zoho apps at the moment.
Orchestly System as a Stand-Alone
I have seen the website of Orchestly and also read a little bit about its features. However it is not exactly clear whether Orchestly is available as a standalone system for managing the entire processes of an organization in addition to automating them. Can we use it as a stand-alone system to manage complete processes end-to-end, while adding gantt chart and events like ZOHO Projects?
Orchestly Phone Support
When will Orchestly Phone Support be available? There are a lot of questions I have that would be better addressed over phone than over support forms such as this. Thanks!
Part of zoho One
Dear zoho team,there are some announcement that Orchestly is part of Zoho one. But so far, i am still unable to add them into my Zoho one. What is the schedule for that ?
Integrate Orchestly with our ERP
Hello Does Orchestly have the capability to integrate with our ERP (On Premise) via Web Services using Json / XML? For example, I want to create a job that allows me to approve an invoice from my system. I want to be able to search for the invoice using an API , obtain and show our user the header and the details of the invoice, let me send it to another coworker for approval, etc.