What's new with Orchestly

2020

Apr

Features

Beta feature: Schedules

Schedules lets you trigger custom functions periodically or at defined time intervals in Orchestly. 

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Features

Beta feature: Date, Checkbox, and Radio button fields

We’ve added 3 new custom fields to layouts in addition to the existing fields. You can now add date, checkbox, and radio button fields to your layouts.

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Enhancement

Beta enhancement: Save as Draft

We’ve introduced a new feature to save data as draft versions while creating new jobs or performing transitions. 

Mar

Features

Implementation or Troubleshoot Access

You can provide temporary access of your Orchestly account to our technical support experts to assist you build workflows or troubleshoot issues. 

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Enhancement

Extended Search

We’ve extended the 'Search' feature for the following modules in Orchestly: Users, Teams, Profiles, and Roles.

Enhancement

Business Rule Triggers

You can now trigger Business Rules when attachment or file fields are updated.  

Feb

Features

Zoho Cliq Integration 

We’ve integrated Zoho Cliq with Orchestly to simplify collaboration in your organization. Using this integration, users can create new jobs and work on them right from Zoho Cliq.

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Enhancement

Criteria and Actions

We’ve enhanced business rules in Orchestly to allow users add multiple criteria to filter jobs. Once the criteria is set, users can configure instant actions or schedule actions to be triggered later.

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Jan

Improvement

Custom Function Gallery

We’ve added pre-written custom functions to Function Gallery in Orchestly. You can easily configure the arguments and initiate authentication to execute the functions. 

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Enhancement

Schedule Actions

You can now set schedules to trigger criteria-based actions in blueprints or business rules

2019

Dec

Features

Kanban View

Kanban view improves the visibility of jobs in different stages of the workflow. It also provides a simple drag and drop interface to progress jobs in Orchestly.

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Features

Job Import

Create jobs in Orchestly by importing job details from XLS or CSV files. 

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Features

Beta feature: Job Lock

Job lock lets you restrict users from editing the entire job or specific fields in the job. 

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Nov

Features

MS Teams Integration

Orchestly can now be integrated with MS Teams. You can create jobs, perform transitions, track the progress of jobs, and collaborate with your teams in Orchestly, right from MS Teams.

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Features

Export Field Details for Orchestly

Download the details of individual jobs in Orchestly by installing this extension.

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Features

Zoho Sign for Orchestly

Users can add e-signatures to their documents in Orchestly using this extension.

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Features

Manage Notifications

You can collectively configure the notification preference of all users in your organization using this setting.

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Oct

Features

Organization URL

The URL of your Orchestly organization can be updated using this setting. On updating the existing URL, the organization will be redirected to a new URL.  

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Enhancement

Date and Time Settings 

You can now configure work hour related information in Date and Time Settings. Your organization's ideal working hours, working days, and time zone settings can be configured here. 

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Aug

Features

Date and Time Settings

You can configure the date and time format followed by your organization using Date and Time Settings in Organization Setup.

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Features

SLA in Orchestly

SLA accords your employees with a sense of responsibility, ensuring timely delivery of work items in the organization. It also improves accountability within teams, encouraging individuals to complete their tasks well before deadlines. 

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Enhancement

Update field values with transition execution date

You can now track the date and time on which a transition gets executed. Head to update Date fields with Date Executed option in Blueprints and Business Rules. This option can be configured in the After section of Blueprint transitions and Actions section of Business Rules respectively. 

Enhancement

Additional parameters in Custom Functions and Email Templates

We’ve added 3 additional arguments- Job Number, Job Link, and Action Performer, in Custom Functions and the same 3 parameters have been added as placeholders in Email Templates as well.

Features

Beta feature: Line item fields

Line item fields can be used to add tables to layouts. Users can then add data to these tables from Jobs. 

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Jul

Features

Parallel transitions in blueprint

Users can now add more than one transition from a single stage of the blueprint called a parallel transition. All of these parallel transitions need to be completed to move to the next stage of the blueprint. 

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New

Go mobile with Orchestly

Users can work on the go using Orchestly’s iOS and Android apps. The help documentation for Orchestly’s mobile apps are now live. 

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Enhancement

New placeholder in email templates

You can now add a Job ID placeholder while drafting email templates in Orchestly. 

Enhancement

View job count in reports

While generating reports for the number (Count) of jobs, users will be able to view the Total Jobs legend in reports. 

Enhancement

Return types for standalone custom functions

You can now set return types while creating standalone custom functions in Orchestly. Job-based custom functions will return only void

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Enhancement

Autosave previous job’s layout

Orchestly can now remember your previous choice of layout while creating new jobs. 

Features

Beta feature: Document Merge

Document Merge allows you to attach dynamically customized documents to emails and jobs in Orchestly.

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Jun

Features

Mention or tag users in comments

You can now mention your organization's users in job comments. The mentioned users will receive notifications. 

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Features

Sample layouts and blueprints

We've populated a set of sample blueprints and layouts in each organization. You can customize these layouts and blueprints to fit your business processes. 

Features

New shortcuts

A couple of new shortcuts have been added to your profile in Orchestly. Navigate to the right corner of your screen and click your profile to access the shortcuts for:

Enhancement

Customizing field arrangements in sections

Previously, all the fields in layouts were displayed in a single column. Now, you can choose between single and double columns to display the fields. We’ve also slightly modified the UI for adding a job. 

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Enhancement

Updates in notification settings

Users can configure their preference in the notification settings section for receiving email and push notifications. 

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May

Blogs

Announcing Orchestly- orchestrate your business workflows

Orchestly is a business orchestration platform to design, automate, and analyze all your business processes.

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Features

REST APIs in custom functions

We’ve introduced OAuth 2.0 protocol to access REST APIs ensuring secure authentication of custom functions.  

Features

Custom email domain

Customize the sender address of email notifications sent from Orchestly.

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Features

Currency fields

You can now add currency fields to the layouts. 

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Features

New option to plot reports

We’ve added a new option (Assigned Time) to plot the x-axis of your graph from the Plot For dropdown. 

Enhancement

Add multiple options

Add multiple dropdown and user dropdown options in one go while adding the corresponding fields to layouts. 

Enhancement

Share column customization

You can choose to allow all users in your organization to modify the column view.  

Enhancement

Navigate from reports to jobs

Mouse over the report and click to navigate to the corresponding job. 

Enhancement

Date filter in reports

Refine your reports with a Job Date and Report Period. 

Enhancement

Navigation added to link fields

Link fields listed in the job custom view are now clickable.

Issue-Fix

Network issue for blueprint transitions

The inactivity issue while configuring transitions in a blueprint when connected to a slow network is now resolved. 

Issue-Fix

Blueprint deletion cache issue

After deleting a layout with blueprints in it, the deleted blueprints were still listed in the blueprint list because of cache. This issue has been fixed now.