What's new with Orchestly
2021
Feb
Reorder Kanban Stages
The most requested enhancement to reorder stages in the Kanban view is now live.
Read MoreRearrange top panel
User profiles with 'Manage Settings' permission can now rearrange the tabs available in the top panel.
Read MoreJan
All new Orchestration
We clubbed 2 of our major features—Layouts and Blueprints—into a single module called Orchestration. Orchestration is a 4-step wizard that aims to simply workflow automation to users.
Read MoreNewfangled UI
As a part of our revamp, we re-designed our UI to allow users to model, edit, and automate processes easily. We also renamed the module ‘Layouts’ to ‘Forms’ and ‘Jobs’ to ‘Cards’ to make the terminologies simpler and friendly. However, you can modify them as you want in Organization Setup.
Read More2020
Jul
Manage notifications for comments
We’ve added a new setting that allows you to enable or disable notifications when users are mentioned in job comments.
Read MoreShort help videos
We’ve launched a series of short videos explaining how each module works in Orchestly.
View VideosPII is changed as Mask
To keep things simple, we’ve removed Personally Identifiable Information setting in Fields and replaced it with Mask. Using Mask, you can hide confidential field values with asterisks (*).
Read MoreJun
Audit Log
We’ve updated Audit Logs to cover user activities extensively. Audit Logs are now available under Settings.
Read MoreExtension Locations
You can now use 5 new locations to build extensions in Orchestly.
Read MoreOrchestly Tutorials
We recently launched a step-by-step Tutorial guide for Orchestly. Tutorials will help you familiarize basic concepts and assist in automating different business scenarios.
Read MoreApr
Early Access: Schedules
Schedules lets you trigger custom functions periodically or at defined time intervals in Orchestly.
Read MoreEarly Access: 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.
Read MoreEarly Access: Save as Draft
We’ve introduced a new feature to save data as draft versions while creating new jobs or performing transitions.
Mar
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.
Read MoreExtended Search
We’ve extended the 'Search' feature for the following modules in Orchestly: Users, Teams, Profiles, and Roles.
Business Rule Triggers
You can now trigger Business Rules when attachment or file fields are updated.
Feb
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.
Read moreCriteria 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.
Read moreJan
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.
Read MoreSchedule Actions
You can now set schedules to trigger criteria-based actions in blueprints or business rules.
2019
Dec
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.
Read MoreJob Import
Create jobs in Orchestly by importing job details from XLS or CSV files.
Read MoreEarly Access: Job Lock
Job lock lets you restrict users from editing the entire job or specific fields in the job.
Read MoreNov
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.
Read MoreExport Field Details for Orchestly
Download the details of individual jobs in Orchestly by installing this extension.
Read MoreZoho Sign for Orchestly
Users can add e-signatures to their documents in Orchestly using this extension.
Read MoreManage Notifications
You can collectively configure the notification preference of all users in your organization using this setting.
Read MoreOct
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.
Read MoreDate 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.
Read MoreAug
Date and Time Settings
You can configure the date and time format followed by your organization using Date and Time Settings in Organization Setup.
Read MoreSLA 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.
Read MoreUpdate 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.
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.
Early Access: Line item fields
Line item fields can be used to add tables to layouts. Users can then add data to these tables from Jobs.
Read MoreJul
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.
Read moreGo 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.
Read moreNew placeholder in email templates
You can now add a Job ID placeholder while drafting email templates in Orchestly.
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.
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.
Read moreAutosave previous job’s layout
Orchestly can now remember your previous choice of layout while creating new jobs.
Early Access: Document Merge
Document Merge allows you to attach dynamically customized documents to emails and jobs in Orchestly.
Read MoreJun
Mention or tag users in comments
You can now mention your organization's users in job comments. The mentioned users will receive notifications.
Read moreSample 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.
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:
- Orchestly’s Community
- What’s New with Orchestly.
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.
Read moreUpdates in notification settings
Users can configure their preference in the notification settings section for receiving email and push notifications.
Read moreMay
Announcing Orchestly- orchestrate your business workflows
Orchestly is a business orchestration platform to design, automate, and analyze all your business processes.
Read moreREST APIs in custom functions
We’ve introduced OAuth 2.0 protocol to access REST APIs ensuring secure authentication of custom functions.
Custom email domain
Customize the sender address of email notifications sent from Orchestly.
Read moreCurrency fields
You can now add currency fields to the layouts.
Read moreNew 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.
Add multiple options
Add multiple dropdown and user dropdown options in one go while adding the corresponding fields to layouts.
Share column customization
You can choose to allow all users in your organization to modify the column view.
Navigate from reports to jobs
Mouse over the report and click to navigate to the corresponding job.
Date filter in reports
Refine your reports with a Job Date and Report Period.
Navigation added to link fields
Link fields listed in the job custom view are now clickable.
Network issue for blueprint transitions
The inactivity issue while configuring transitions in a blueprint when connected to a slow network is now resolved.
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.