Tip #31: Track delays and capture causes for delay using Client Scripts in Qntrl

Tip #31: Track delays and capture causes for delay using Client Scripts in Qntrl



Overcoming project delays is a major concern for many businesses. Most industries like IT, manufacturing, transport, and construction work on defined time lines and any delay in completion might lead to cost overrun, compromised reputation, or even failed projects. To overcome this, monitoring instances of delay regularly, right from the initial phases of a project is essential.
 
Automating delay management is a recommended step as it eases central monitoring and reduces errors. To automate delay monitoring, Qntrl supports SLAs for every single stage. But, if you want to track time delays beyond individual stages—for a group of stages or an entire card—Client Scripts can be of help.
 
Client Scripts are coded by users to process existing data or add additional validations to data available in Qntrl. Let us now calculate the time delay using Client Scripts.
 
Business case
Donelly Constructions uses Qntrl to track the progress of their construction activities. They require to calculate the time difference between 2 given transitions to monitor the delay. If the calculated time limit is higher than 72 hours, the field ‘Reason for delay’ must be mandated to be filled by the user while closing the card.

Solution
  • Create a form with 2 Date & Time fields.
  • Configure the blueprint transition’s After section with Update Fields to capture the time at which the transitions take place.
  • Code the Client Script to calculate the time difference between 2 transitions and if any delay is spotted, prompt the user to provide the reason for delay while performing the last transition.  

Sample configuration

Step 1: Create 2 Date & Time fields in forms to capture the completion time of transitions.
  • Here, 'Time of milling' and 'Time of testing' are the 2 fields used.
  • Turn off the visibility of these fields to restrict users from filling them during card creation.


Step 2: Record the exact completion time of transitions using Update Fields in Blueprints or Business Rules.
  • In the blueprint, configure the 2 transitions you want to find the time difference between with Update Fields in After section.
    • Note: Any 2 transitions other than the last transition can be configured here.
  • Set the action as ‘Time of milling’ = ‘Execution date’ and ‘Time of testing’ = ‘Execution date’.

  • In the final transition, configure During section with fields ‘Time of milling’, ‘Time of testing’, and ‘Reason for delay’ to prompt the user while closing the card.


Step 3: Find the time difference between 2 date and time fields,  Identify delay, and hold accountability using Client Scripts.

Configure the client script for the last transition with execution trigger as OnLoad.


  1. async function onLoad(forpage) {
  2.     //You can lock the fields to restrict users from changing the time value
  3.     current.Layout.Fields.<select-first-date-field-here> .lock();
  4.     current.Layout.Fields. <select-second-date-field-here> .lock();
  5.     var request_time = current.Job.getValue(current.Blueprint.Transition.Fields. <select-first-date-field-here> .id);
  6.     var finished_time = current.Job.getValue(current.Blueprint.Transition.Fields. <select-second-date-field-here> .id);
  7.     //Calculating the time difference and validate it
  8.         var difference = (finished_time.value - request_time.value) / (1000 * 60 * 60)
  9.         if (difference >= 72) {
  10.             current.Blueprint.Transition.Fields.<select-reason-for-delay-field-here>.setMandatory(true);
  11.             current.Blueprint.Transition.Fields. <select-reason-for-delay-field-here> .show();
  12.         } else {
  13.             current.Blueprint.Transition.Fields. <select-reason-for-delay-field-here> .hide();
  14.         }   
  15.     }




Here, when performing the final transition, if the time difference is greater than or equal to 72 hours, the field ‘Reason for delay’ is set to mandatory. Else, if the time difference is less than 72 hours, the field will not be prompted for the user.  



Let us know if this business case is useful for you. You can view more such sample client scripts in our KB. If you have any unique requirements, comment below or email us at support@qntrl.com.

    • Sticky Posts

    • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

      Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates

    • Qntrl's 2023 year in review

      This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new

    • Tip #61: 5 different ways to create Cards in Qntrl

      Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning

    • Tip #17: Stay informed of significant business impact using Orchestly

      With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business

    • Onboard faster with Orchestly's Tutorials

      We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric

    • Recent Topics

    • Bank Receipt Catagorization

      Hi, how can I match a bank deposit to multiple customer's invoices ? For e.g. A single person paid to us on behalf of different five customers. I need to keep the separated invoices for each customer

    • "Performed changes in the query is not allowed due to following reason" when adding columns or reordering data

      I'm trying to make changes to a query but every time i try to save it i get this error message.  I'm not touching the data it's flagging.  All I've tried to do is reorder a couple of fields and add a new one.  Why won't it let me do this?  It's a core

    • Exclude Segment from Campaign Recipients

      I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.

    • Reschedule Multiple/Mass Calls at Once

      When we go into a Call record, we have the option to "Reschedule Call." How can we select multiple Calls at once from the Activities tab and Reschedule them? The big use case for us: We have many leads that our reps are supposed to call on a daily basis.

    • Option to Empty Entire Mailbox or Folder in Zoho Mail

      Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

    • I want to Make the due date of the project appears automatically

      hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't

    • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

      Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to

    • Get Zoho Mail API working (including DRE Connector, Oauth Token, ZUID, ZOID & ACCOUNT_ID)

      Disclaimer: I’m not a professional coder! Do you need to use Zoho Mail API? Me too. It lets you do all sorts of things — like reading the complete header of an email, or forwarding an email with its attachments — which is what I wanted to do. But setting

    • Deluge Tips & Tricks: Mastering dates and times

      Hello everyone! We're bringing back our Deluge Tips & Tricks series, where we show you how to make the most of Deluge for achieving a wide range of use cases. Working with dates and times is a fundamental part of almost any business application. Whether

    • Adding a Button in a Form in Zoho Creator App

      Hi I want to know how can I add a Button in Zoho Creator form. I have options that I select from a multiselect options and I want the button to add those selected options in a Subform. I do not want to add on a Page Builder I want it inside a specific

    • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

      Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

    • Internal Exception for Creator function

      I have been running a script successfully for several days using the scheduler in my application. Now today it suddenly creates and Internal Exception error. Nothing has changed about the script. The data is still retrievable from the web service it is using. Why would this suddenly be happening for no apparent reason? Also noticed that my usage logs are not up to date. Is something changing behind the scenes?

    • How to Set Up a Custom Domain and Customize Homepage

      Hello, I am experimenting with Zoho Creator to build applications for my own use case and have encountered a couple of issues: 1. Custom Domain Access: Is it possible to access my Zoho Creator application through a domain that I own? If so, how does the

    • Announcing new features in Trident for Mac (1.26.0)

      Hello everyone! Trident for macOS (v1.26.0) is here with new updates to securely manage your passwords, locally save your emails, and protect against emails with suspicious URLs. Let's take a quick look at them. Manage passwords with Zoho Vault eWidget.

    • Default Value on a Number

      Hi, I would be nice to also be able to set the Default Value for a Number Field, not just the Initial Value shown, so if not on the screen so not enetred it can have a value of 0 for example. Thanks Dan

    • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

      I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,

    • Tip#45: Custom Tags and Cluster Tags

      Tagging your work items helps categorize and label work items within your Zoho Sprints workspace. Now, this feature is expanded across multiple modules, along with the introduction of cluster tags that offer an advanced tagging mechanism. Manage Tags

    • Extensions 101 webinar series: Build, integrate, and monetize with extensions

      Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last

    • When using "locations" in zoho books, can you keep the two locations totally separate from each other?

      I am looking to add a location but I don't want to intermingle the banking or other accounts. I want that to be like two separate independent branches that use different banking accounts, accounts payable, and accounts receivable. The people who are in

    • [Free Webinar] User Management in Zoho Creator - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • A couple of minor enhancements to Workflows

      Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"

    • Business Continuity - Disaster Recovery

      I know about the Zoho CRM backup .zip files, however, this doesn't include any of the infrastructure with like custom fields or custom modules. I am curious on what everyone has in place for a true backup or what your plan is if your Zoho instance were

    • Free webinar alert on October 16 - Less Complexity, More Security: Workplace + Directory

      Hello Zoho Workplace Community! Security and productivity shouldn't be at odds—and with Zoho, they're not. Discover how Zoho Workplace + Directory delivers seamless collaboration with enterprise-grade security, all in one integrated ecosystem. Join our

    • Narrative 11: Are your customers happy?

      Behind the scenes of a successful ticketing system: BTS Series Narrative 11: Are your customers happy? Happiness isn't just something you experience; it's something you remember. Hear your customers' voices by enabling customer happiness ratings in Zoho

    • Don't understand INVALID_REQUEST_METHOD when I try to post up an attachment

      When I make the POST request (using python requests.post() for files): https://www.zohoapis.com/crm/v8/Calls/***************01/Attachments I get this response: r:{ "code": "INVALID_REQUEST_METHOD", "details": {}, "message": "The http request method type

    • Organization Emails in Email History

      How can I make received Org Emails to show up here?

    • Signature field is showing black

      Hello, When customer signed the service form, it is showing as below picture Phone model: iPhone 16 Pro We tried delete and install application, but it not solved. This has on phone of a few person. There is any advice to solve this?

    • Zoho CRM Android app updates: record sharing, user image upload, Zoho Survey integration, and more

      Hello everyone, We've made some important improvements to Zoho CRM's Android app, and we'd like to walk you through the latest updates. Here's what's new: Record sharing with org users User image upload Zoho Survey integration support Venue preference

    • How to Delete/hide Google adwords section from Layout?

      Hi people, maybe someone can tell me how to remove or hide the Google adwords section from my layout? Im not using it and it takes too much space.

    • WIDGET in related record list ZOHO CRM; how to get and put data to subform custom fields?

      he need: Read and write two custom subform line-item fields on Quotes: Segment_wyceny (picklist/text) and W_pakiecie (number). Write works; read does not return these fields via SDK. Environment Zoho CRM Widget Zoho Embedded App SDK v1.2 Module: Quotes

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

    • Way to update CRM records in quik view

      I have custom module in zoho crm and that module have 500 records. I want a quick way or UI so that user can easily update the record information in quick view without going to record detail view or edit view. I tried zoho sheet option but in zoho sheet

    • Writer sing up problom

      Zoho writer sing up prolom face

    • Where to integrate Price Book and Product List Price

      Hello, We sync zoho crm all modules with all data to zoho analytics. In zoho crm, we have "Price Books" and "Products" modules, where each product is assigned to a few price books with different list prices. From zoho crm, I am able to export a dataset

    • Form / CRM Integration Not entering into workflow

      I have a simple form setup with company name, first name, last name and lead source. Each of the fields are mapped to CRM Leads module. When the form is submitted, the lead is populated properly. I also have a workflow created that when the lead source

    • Automating CRM backup storage?

      Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

    • Zoho Slowness - Workarounds

      Hi all, We've been having intermittent slowness and Zoho just asks for same stuff each time but never fix it. It usually just goes away on it's own after a couple weeks. Given that speed is a very important thing for companies to be able to keep up with

    • First day of trying FSM in the field.

      What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

    • Don't understand why Forms Mobile Scan and Fill not working

      I have configure enabled mobile scan and fill, I have enabled QR and Bar code on two fields name and position, I have mapped seq 1 to Name and seq 2 to position, I have created a 2d QR code with the person names and position, seperated by a comma. When

    • Recurring Supervisor Rule Reminders for Open/In-Progress Tickets

      Hello Zoho Support Team, I would like to suggest a potential improvement regarding reminders for tickets and activities in Zoho Desk. Currently, it is possible to set reminders only once. In the Supervisor Rules section, it is possible to configure reminders

    • Next Page