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

    • Can we disable add to cart in Zoho Commerce?

      Hello, Our sales happen on the phone. During the call the customer is directed to our website to inspect the products together with the sales rep. So we need a way to present our inventory. I figured Zoho Commerce is a good fit for this use case. However we would have to disable the possibility to purchase products in the shop. Is that possible? Sunny regards, Artjom
    • Holidays - Cannot Enter Two Holidays on Same Day

      I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time
    • Zoho DataPrep and File Pattern configuration

      I'm using Zoho data prep to ingest data from One Drive into Zoho Analytics... The pipeline is super simple but I can't any way to get all the files that I need. Basically I need to bring all the files with a certain pattern and for that I'm using a regex
    • Adding a new section to the related details sidebar when creating a new ticket.

      Hello, I was wondering if you can add a new section to the related details sidebar when creating a new ticket. I was wanting to have it to where it also shows the account information related to the contact chosen as well. This is the section I am referring
    • JWT Token authentication problem that sometimes generates infinite redirect loops

      Description : Nous proposons un bouton sur notre plateforme permettant de rediriger l'utilisateur vers le portail ZohoDesk via un jeton JWT pour une authentification transparente. Cependant, il arrive que certains utilisateurs soient pris dans une boucle
    • Zoho desk desktop application

      does zoho desk has a destop applicaion?
    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de
    • How do I bulk archive my projects in ZOHO projects

      Hi, I want to archive 50 Projects in one go. Can you please help me out , How can I do this? Thanks kapil
    • ZOHO Work Drive Back Up

      I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?
    • ZOHO Reports - Filter Logic?

      Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
    • Scanned Doc - selecting Item overwrites Rate

      I have a Vendor Invoice which was uploaded to Documents. I select Add To > New Bill. The OCR is actually quite good, but it is reading an Item Description instead of an Item Number. I remove the description and select the correct Item Number... and it
    • Recruit API search

      Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",
    • Manage control over Microsoft Office 365 integrations with profile-based sync permissions

      Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissions
    • Saving reading position + Keep screen on

      While Zoho Notebook is excellent for saving and annotating articles, its utility is severely limited by the lack of reading progress synchronization. On the Android app, if a user exits a long note after reading 50%, the app fails to save the position.
    • Zoho LandingPage is integrated with Zoho One!

      Greetings to the Zoho One users out there! We're delighted to let you know that Zoho LandingPage is available in Zoho One too! With Zoho LandingPage, you can host custom-made landing pages, and persuade the visitors to dive deeper by making further clicks,
    • Android app sync problem - multiple devices have same problem

      Hello, I am having a problem with synchronization in the Android app. When I create a drawing, the data does not sync correctly—only a blank note is created without the drawing. I tested this on multiple devices, including phones and tablets, and the
    • How can i resend a campaign to only one of the recipients on the original campaign

      How can i resend a campaign to only one of the recipients on the original campaign ? Sincererly, Mike
    • Notes badge as a quick action in the list view

      Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated
    • How to show branch instead of org name on invoice template?

      Not sure why invoices are showing the org name not the branch name? I can insert the branch name using the ${ORGANIZATION.BRANCHNAME} placeholder, but then it isn't bold text anymore. Any other ideas?
    • Create CRM Deal from Books Quote and Auto Update Deal Stage

      I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
    • Marketing Automation Requirements Questions

      I would like to set up a multi-email drip campaign- please see the structure below and confirm if I can achieve this set up in Zoho marketing automation. Where applicable, highlight gaps and workarounds. Thanks Drip email campaign- Can I create one drip
    • Sharing URLs and direct access

      Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly
    • how to change the page signers see after signing a document in zoho sign

      Hello, How can I please change the page a signer sees after signing a document in Zoho Sign? I cannot seem to find it. As it is now, it shows a default landing page "return to Zoho Sign Home". Thanks!
    • Question about using custom_fields in Storefront Add-to-Cart API (error 2003 – required details)

      Hi everyone, I’m working with the Zoho Commerce Storefront API, specifically the Add to Cart endpoint: POST /storefront/api/v1/cart According to the documentation, this endpoint supports a custom_fields parameter for adding line-item custom data. I’m
    • Can a project be cloned?

      Good afternoon, greetings. I would like to ask if it's possible to clone a project in Microsoft Project. I found a way to do it using templates, but I'm not sure if there's a direct way to clone a project. Thank you in advance for your attention, and
    • Timesheet Tasks in Zoho Books: associate to service item

      How do we associate a service item to timesheet tasks in Zoho Books? For example: Joe spent 5 hours on project:task1 which is Service Item#1 (Income:Service1). When the invoice is issued thru the Project Invoice section, this is not available. When the
    • Why Sharing Rules do Not support relative date comparison???

      I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static
    • Task/Activity indicator in SalesPipeline overview has disappeared

      I Just logged in my ZOHO CRM first 2026 checking my salespipeline overview , Every record card used to show an indication that there was an open task (Yellow if the expiry date was close, red if the expiry date was today and grey when it had expired).
    • Tip #56- Accessibility Controls in Zoho Assist: Hearing- 'Insider Insights'

      As we begin the new year, it’s a great time to focus on making our tools more inclusive and accessible for everyone. Remote support often involves long hours in front of screens, varying lighting conditions, and users with diverse accessibility needs.
    • Zoho Desk Android app update: Table view for All Departments view, custom button

      Hello everyone! In the latest version(v2.9.25) of the Zoho Desk Android app update, we have introduced Table view for the 'All Departments' view in the ticket module. We also have supported an option that allows tickets in the Table view to be sorted
    • What's New - December 2025 | Zoho Backstage

      In December, Backstage introduced a focused set of updates that improve how you manage registrations, communicate with attendees, and track participation. These enhancements are designed to give organizers greater flexibility and clearer control across
    • Need code format to specify default values

      Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.
    • Add multiple users to a task

      When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
    • A Roundup of Zoho Sprints 2025

    • Issue with WhatsApp Template Approval and Marketing Message Limit in Zoho Bigin

      We are facing issues while creating and using WhatsApp message templates through Zoho Bigin, and we request your clarification and support regarding the same. 1. Utility Template Approval Issue Until December, we were able to create WhatsApp templates
    • Sorting Custom Date in API isn't working w pagination limit

      How can we sort a custom field with DATE using pagination? Starting at page=1 then moving to page=2 with a limit of 10 each, its all messed up and even shows some of the same records as page 1? https://www.zohoapis.com/crm/v2/INVOICE_MODULE/search?criteria=(FM_Contact_ID:equals:1234)&sort_by=Invoice_Date&sort_order=desc&per_page=10&page='
    • SAP Business One(B1) integration is now live in Zoho Flow

      We’re excited to share that SAP Business One (B1) is now available in Zoho Flow! This means you can now build workflows that connect SAP B1 with other apps and automate routine processes without relying on custom code. Note: SAP Business One integration
    • Enhancement in Role and Profile mapping of agents in Sandbox

      Hello everyone! We have brought in a modification in the way users are mapped to a particular role and profile in Sandbox. What has changed? When agents are copied from production to Sandbox: If a user's current role and profile is available in Sandbox,
    • The reason I switched away from Zoho Notebook

      My main reason for switching to Zoho was driven by three core principles: moving away from US-based products, keeping my data within India as much as possible, and supporting Indian companies. With that intent, I’ve been actively de-Googling my digital
    • Decimal places settings for exchange rates

      Hello, We are facing issues while matching vendor payments with banking feeds. As we often import products/services exchange rate comes into play. Currently, ZOHO allows only six digits for decimal places. We feel that conversions like JPY to INR require
    • Next Page