Now save a draft version of your Blueprint's process flow!
Hello everyone!
We are very happy to present to you, the following enhancements in Zoho CRM's Blueprint.
#1 Save a Blueprint as a draft
It so happens that sometimes you are not ready to deploy your final Blueprint into CRM yet, and you need to put some more thought into the process flow. When you publish a Blueprint, you will begin having records entering it - so it's not a good idea to deploy it before it's ready. To help you with this, we have come up with an enhancement in which you can save a Blueprint as a DRAFT.
You can play around with your States and Transitions in the DRAFT version, and once you are satisfied with the final process flow, you can PUBLISH your draft. Note that the draft version is not a testing environment, rather a canvas of sorts, for you to test your process flow. You cannot test the execution of a Blueprint with the draft version - for now, it's only meant for you to play around with the process flow. At a given point in time, you can have one "Published" version and one "Draft" version of a Blueprint.
-
Published version: If a Blueprint is published, it means that it is live in your CRM setup. Records meeting the Blueprint criteria will begin following this version of the process flow.
- Draft version: If a Blueprint is saved as a draft, it means that it is not yet deployed in the live CRM setup, but available for you to experiment, without affecting any existing records.
The moment you edit a Blueprint, you can either publish the changes directly or save the latest version as a draft. You can toggle between the Draft and Published versions in the Blueprint Editor.
#2 Introducing a unified version for Blueprints
Records in Zoho CRM will now follow a uniform version of a Blueprint, at a given point in time. Earlier, whenever you edited a Blueprint, the latest version would be applicable only on newer records. Records already part of the previous version would continue to follow the previous flow only. This setup was rather problematic, in the sense, that different records of the same module might be following different versions of a Blueprint, depending on when they were created. Not anymore!
Now whenever you edit a Blueprint, you will be given two options: to either move existing records to the latest version or take the records out of the process altogether. This way, you can ensure that all records in a module follow the latest version of your Blueprint.
Check out these enhancements right away and get back to us if you have any questions!
For further details on the update, please visit this Help doc.
Regards
Vaagdevi Ravishankar
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Vaagdevi Ravishankar
Bueller Bueller
Srivatsav Balan, Product Manager @ Zoho CRM
Sticky Posts
Accessibility in Zoho CRM: Not just a feature—a way to empower
Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that empowers everyone. This first step makes it possible for more users of all abilities to do their best work in ZohoAct on your customers' voices in Zoho CRM
Dear Customers, We hope you're well! We are super excited to present a pivotal addition to VoC in Zoho CRM—the ability to act! Customer feedback is directly proportional to customer experience, and in this customer-driven market, that feedback has a powerfulFocus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments canIdentify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities
Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー