Orchestly for Android

Orchestly for Android

Orchestly app is available for Android devices. Users can perform actions on the go using Orchestly app for mobile. 

Minimum OS version: 4.4 KitKat

Install Orchestly to your Android device 

Orchestly's android app is available in Play Store. Search for ‘Orchestly’ in Play Store and tap Install. Once your organization details are downloaded, the app will be ready to use.

Layouts    

Layouts are customizable digital forms used to capture user inputs. These layouts are hosted to the user while creating a job. 
  1. Tap  and select  Layouts  to view the list of layouts available in the organization. 
  2. Tap a layout to view the job requests in it. 


  1. New layouts cannot be created from the mobile application.
  2. Existing layouts cannot be edited, deleted, or deactivated in the mobile application. 

Jobs  

Jobs are created to request solutions or services from an organization. 

Add job   

To add a new job:
  1. Tap the    icon from the top band. 
  2. Pick a layout. 
  3. Fill the details and tap Save. 


You can also add comments and attachments to the job.  
  1. Tap  and add your comment. 
  2. Tap  and choose a file to attach. 

View job details  

Tap a job to view its details. 
  1. Preview blueprint: The job's layout and blueprint are displayed right below the job name. Tap the blueprint hyperlink to view the complete blueprint.  
  2. Details: Default fields, like  Assignee, Team, Priority, and  Due on, along with the other custom fields, are displayed in the Details tab. The  Job Information  section displays the job creator and created time. 
  3. Related: Attachments and comments can be viewed here. 
  4. Activities: All the activities associated with the job are captured under the Activities tab. 


Users will be able to view:  
  1. Jobs created by them  
  2. Jobs requested by them 
  3. Jobs in which the user has view privilege in layouts
  4. Jobs in which the user can perform one or more Transitions   
Access Privilege: 
  1. Admin users will be able to view all the jobs 
  2. To view other jobs, enable the View permission under Access Control   

Perform transition  

To execute a transition, just tap on it from the job details page. Alternatively, you can also perform transitions in a single swipe: 
  1. Swipe a job from right to left to view all the Next Transitions.  
  2. Tap a transition name to complete it.  

Job views  

Jobs can be categorized and grouped under different views. Learn more about the different views in Orchestly. 
  1. To switch between views, tap the dropdown in the top-left of the job screen. 
  2. Tap a view name. All the jobs available under the chosen view is displayed. 

Other actions in jobs 

Filter, sort, and group jobs 

You can filter jobs, sort their order, or group them to suit your requirements.  
  1. To filter the jobs, tap  in the bottom-left corner, select the required filters, and tap Apply.  You can also save a filter criteria as custom view.  
  2. To sort and group jobs, tap  in the bottom-right corner, choose the required sort and group options, then tap Apply. 

  
You can perform filter, sort, and group actions right from the layouts page and jobs page. 
  

Edit or delete jobs 

  1. To edit the job details, tap  in the top-right corner, modify, and tap  Save. 
  2. To delete the job, tap  and confirm. 
  

Search jobs 

You can search for jobs using the job name or job ID. 
  1. Tap  from the top band of the app and enter a search string to find the job. 

Notifications 

Job notifications help you stay informed about the progress of jobs. Tap  from the top band of the app to view all the activities performed. 



My Requests 

To view all the requests created by you, tap  and select  My Requests. 



Reports 

Reports provide powerful insights into the efficiency of the organization’s workflows. Using Orchestly's mobile application you can view the default as well as custom reports. 



Get to know about our default reports here. The edit, filter, and chart options are not supported in our mobile application yet. 

Custom reports will be displayed under the configured folders. 
Access privilege : User profiles with the Manage Reports  permission in the job level can access Reports.  

Settings 

Users can customize their application settings here. To navigate to settings, tap  and choose Settings. 



Organization Settings 

Choose organization 

If you are a part of more than one organization, you can switch between organizations here. 
  1. Tap  Choose Organization. 
  2. Tap the organization name you wish to visit.  

Sync profile permissions 

To sync any modifications made to user profiles in the product, tap Sync profile permissions.  

Privacy and Security 

Passcode lock 

You can set up a 4-digit passcode as an additional layer of security for your data saved in the Orchestly app. 

Push Notifications  

You can receive push notifications from the Orchestly app whenever there is an update in the job. 

Text copy  

Enabling this option lets the user copy text from the app to the device's clipboard. This copied text is accessible in other applications too. 

Send diagnostics and usage statistics 

You can help our developers improve the application by sharing your usage statistics. 

Crash reports 

Crash reports allow users to alert the app developers whenever there is a crash in the application. 

Send anonymously 

Check this option to share your  diagnostics and usage statistics or crash reports  anonymously.  


General notes 

  1. Extensions installed from the web are supported at locations such as attachments, comments, and during transition section of blueprint.  
  2. Business rules, webhooks, and email templates configured in the web will be triggered when related activities are performed in the mobile app. 
  3. Users, teams, user roles, and profiles configured in the web are applicable in the mobile app. 


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