Orchestly
Roles
Overview of roles Designation of users are classified as roles. For instance, a user can be a designer, coder, or writer on their professional scale. They can be a manager, leader, or mentor an a managerial scale. More than one user can be mapped to ...
Profiles
Overview of profiles Organizations maintain different levels of hierarchy. Users in an organization will hold various responsibilities based on this hierarchy. For privacy and security reasons, users might need different levels of access privileges ...
Zoho Directory in Orchestly
What is Active Directory? Active Directory (AD) by Microsoft is a domain management system for centralized networks. Using AD, you can add users, define their privilege, store and manage information, and authorize and authenticate user accounts. ...
Other actions in Users
Edit user Navigate to and click Users from the left panel. Learn more about users. Mouse over the user name to view . Click the icon and select Edit. Modify the user details and click Save. Deactivate user Once a user is deactivated, they will not ...
Overview of Users
Your employees can be added to Orchestly organization as users. Once you add a user to the organization, an invitation email will be sent to their email address. Upon accepting the invite, they will become an active user of your organization. ...
Teams
Users can be grouped together to form teams in Orchestly. Add team Navigate to and click Users from the left panel. Click the Add Team button. Enter the details: Team Name: Give a name to your team. Select User(s): Pick users to be added to you ...
Orchestly for Zoho Cliq
Zoho Cliq is a team communication application that simplifies collaboration and promotes organized conversations in the workplace. Benefits of the Extension By integrating Zoho Cliq with Orchestly, users can create new jobs and work on them ...
Document Merge in Orchestly
Beta Feature Document Merge for Orchestly is not enabled for all users. If you’d like to try it out, please email our support team for beta access. Orchestly allows you to attach dynamically customized documents to emails and jobs using document ...
Microsoft Teams for Orchestly
Microsoft Teams is a cloud-based collaboration workspace that facilitates communication between different teams in your organization. Benefits of the Extension By integrating Microsoft Teams with Orchestly, users can create jobs, perform transitions, ...
Slack for Orchestly
Users can post comments in Orchestly as messages in Slack using this extension. Business Scenarios Keep your team notified about updates in the workflow Replace emails by sending messages for quicker response Take quick business decisions ...
Zoho Sign for Orchestly
Zoho Sign lets you add electronic signatures to your business documents. You can either sign the documents yourself or send it out to others for signatures. Requirement: User must have accounts in both Zoho Sign and Orchestly. Business Scenarios ...
Export Field Details for Orchestly
Using this extension, you can download the details of all or specific fields of individual Jobs in Orchestly. Business Scenarios Analyze the jobs easily by gathering and organizing data Plot graphs using the exported field details to analyze ...
Harvest for Orchestly
Users can track the amount of time spent on every job using Harvest. Business Scenarios Track the productive time of your employees working in a project to calculate the project expenses Track the time of employees who work remotely ...
Property Tweaker for Orchestly
Every extension holds key-value pairs (properties). Property Tweaker can be used to add new values or edit these values and view dynamic modifications in the extension. Business Scenarios Add the email address of all your clients to your campaign ...
Google Drive for Orchestly
Users can share files from their Google account using the Google Drive extension. Business Scenarios Share resumes or academic certificates Share google sheets to collaborate with your colleagues Companies can share RFPs (Request for ...
Dropbox for Orchestly
Share files from your Dropbox account, right into Orchestly using this extension. Business Scenarios Share user manuals with customers or vendors Share files of other apps to record inventory and production Share audio recordings for specific ...
Multilevel Checklist for Orchestly
Checklists come in handy while performing transitions in jobs. If users need a more detailed list supporting multiple levels of information, a multilevel checklist can be used. Business Scenarios Initiate Search Engine Optimization (SEO) checkups by ...
Checklist for Orchestly
While performing a complex transition, the user will have to run through a lot of details. Checklist is an effective to-do list organizer which comes in handy to organize all these details in a single place. Business Scenarios Create ...
Overview of extensions
Orchestly hosts extensions that provide additional business solutions for your organization. These extensions are software add-ons focusing on feature enhancements, third-party integrations, and many other valuable additions. Orchestly hosts ...
Connections in Orchestly
Orchestly allows users to integrate with internal Zoho applications and other third-party applications using Connections. Connections can be established in Orchestly by configuring the custom functions. Own Connection: Connections created by the ...
Custom Function: Post_Messages_to_Zoho_Cliq_Channel
This custom function can be used to post predefined messages to existing Zoho Cliq channels. Prerequisites Sign up for Zoho Cliq and create a channel with the required users. Only the members of this channel will receive messages. ...
Custom Function: Computing_Field_Values
This custom function can be used to add two values and save the return value in a custom field. The sum will be dynamically updated in the custom field after this function is executed. Business Scenario Helen is the head of Procurement ...
Custom Function: Move_Job_to_other_Stage
This custom function can be used to move a job to any stage in the blueprint automatically. Jobs can be moved to previous stages or upcoming stages. Business Scenario Mark, the head of Marketing, reviews all the marketing articles in his ...
Custom Function: Move_Job_to_other_Blueprint
This custom function can be used to move a job to any blueprint created using the same layout, automatically. Business Scenario In a food processing business, once the food items are packed and ready to be shipped in the Manufacturing Blueprint, the ...
Custom Function: Create_Ticket_in_Zoho_Desk
Zoho Desk is customer service software which allows you to address customer concerns. This custom function can be used to post a job as a ticket in Zoho Desk. Prerequisites Sign up for Zoho Desk and create a department. The ticket will be created ...
Custom Function: Post_and_Update_Comments_in_Zoho_Desk
Zoho Desk is a customer service software which allows you to address customer concerns. This custom function can be used to add or update comments in Zoho Desk whenever they are added or updated in Orchestly. The comments will be added to the ...
Custom Function: Create_Job
This custom function can be used to create a new job in any layout. It can also be configured to carry forward necessary field values from the former job to the latter. Business Scenario Helen is the head of Procurement Management in her ...
Manage Custom Functions
Custom functions allow users to develop and execute user-defined functions using Deluge. You can execute simple program snippets to automate processes, or integrate with third-party or Zoho applications. Business Uses for Custom Functions Custom ...
Manage Webhooks
Overview of webhooks Webhooks facilitate automated HTTP notifications. These notifications are triggered in third-party applications when a predefined action is performed by the user. Business Uses of Webhooks Webhooks can be used to collaborate with ...
Job Lock
Beta Feature Job Lock is not enabled for all users. If you’d like to try it out, please email our support team for beta access. Job lock allows you to restrict users from editing the entire job or specific fields of the job. Using job, lock you ...
Manage Jobs
Users will be able to view, Jobs created by them. Jobs requested by them. Jobs in which the user has view Permission in the Layout. Jobs in which the user can perform one or more Transitions. Access Privileges : Admin users will be able to view ...
Job custom views
Jobs are grouped and displayed under different job views. Users can utilize the set of default views or create their own custom views. Default Views There are three default views supported by Orchestly. To view the default view: Navigate to ...
Overview of Jobs
Jobs are created to request available solutions in an organization. To request a solution, users fill out forms, capturing the details of the solution. The job is then assigned to individual users, generally to be performed within a defined period. ...
Configure Schedules
Beta Feature Schedules is not enabled for all users. If you’d like to try it out, please email our support team for beta access. Orchestly allows users to trigger custom functions periodically or at defined time intervals using Schedules. It can ...
Manage Business Rules
What is a business rule? A business rule helps you trigger one event or a chain of automated events when a defined action occurs in a job. For instance, when a job assignee is updated, you might want to change the job’s supervisor too. In cases like ...
Other actions in Blueprints
Edit blueprint Navigate to and select Automation from the left panel. Select the blueprint that you wish to edit from the list of available blueprints. Make the necessary modifications and click Publish . Filter blueprints using layouts Navigate ...
Publish and execute Blueprints
Publish blueprints Several conditions need to be satisfied for a blueprint to be complete and fit to publish: The first stage must always be open. Every stage must be linked to the start stage. Every stage must have an incoming transition. Every ...
Parallel and Common Transitions
Parallel Transitions Some workflows require multiple transitions before they can move to the next stage. For example, when a customer purchases your product, several teams might be involved in processing the order, such as Finance, Legal, and Sales. ...
Automate transitions
Using Orchestly, you can configure transitions to be executed automatically by setting a wait time or a condition. Automate by time Transitions can be configured to execute automatically after a specific time frame. Navigate to and ...
Design Blueprints
Once a layout is defined, the next step is to design blueprints capturing the workflow. What is a blueprint? A blueprint is a step-by-step workflow that automates all the processes that occur in your organization. The easiest way to design your ...
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