Having multiple blueprint/workflow inside a blueprint
I am currently designing a Blueprint in Case Module inside Zoho CRM. Each case has documents(multiple number and varied from case to case) and these documents will have their own blueprint (they go through stages like document translation, document verification,
Blueprint transaction not marking previous task as "Complete" when transitioning to next action
Has anyone figured how to get the actions or task to mark as completed when the transition to the next step is completed? (Ex: Transition from "Set up Call Appointment" with a task scheduled to call in 2 days> Next Transition is "Call Completed". Shouldn't
View Blueprint Transition Permission
We've tried implementing blueprints and while it's been great at enforcing the business process, our users are having some severe practical issues with how it's been implemented. We have quite a few different teams that need to work together, and there
I want to use Submission Module while candidate is already in blue print stage
Hi, I have a blue print set up for candidates where stages are from screening to offer. But with this blue print, I am unable to show the history within candidate profiles where was the candidate submitted earlier like to which clients. So if my recruiter
Cannot See Available Deal States in Zoho Blueprint
I am trying to create a blueprint to manage our sales pipeline and ensure data accuracy at each stage. I have already created a similar blueprint for handling leads. However, when I attempt to create the 'Deal Management' blueprint, the different stages
Blueprint Update Blocked: "Common Transitions" Limit (No Attempt to Add More Transitions)
We're encountering an unexpected error when saving changes to a blueprint: "You have reached the cap limit of 25 Common Transitions." (No Attempt to Add More Transitions) This issue prevents us from making any modifications, despite not attempting to
Kaizen #128 - Circuits in Zoho CRM - Part 3
Hello everyone! We are back with yet another post on Circuits in Zoho CRM. In our last week's post, we discussed a use case, the various states and functions involved in that circuit, testing and execution, and associating that circuit with a workflow.
Please add Cliq integration in Blueprints
Please add Cliq integration in Blueprints
Ability to build Zoho CRM blueprint transition journey report
There must be some option in crm to build a analytic reporting based on the blueprint transition time. Like as a manager or head of the department i want to know how much time my sales representative is taking in moving the deal from one transition (hot
Bluepint- Mobile Zoho CRM
Hello, We have a very unsatisfying issue with Mobile CRM and Blueprint. Whenever a Blueprint process is active on the Opportunity module inside the desktop CRM, Zoho CRM Mobile doesnt show any fields!!!! This is actually stopping our operation pretty bad. We need help! Regards, Franco
There is some method for to catch a BluePrint Transition?
Hi People I've been trying to detect when a user clicks a transition on a details page. I am using this code in clientscript, but I just realized that it only serves to know the transitions that exist in the page details, but does not indicate which one
How do I get a Workflow to trigger entry into a Blueprint?
I'm trying to get a Lead to enter a Blueprint when they change Status. If I change the status manually then the Lead correctly enters the Blueprint, but when the status is changed via a Workflow the lead doesnt enter the Blueprint, but the Status is correctly
Closing ticket from Blueprint without any notification
Hi Is there any option to create a Blueprint transition to close a ticket without any further action and preventing any kind of notification to the customer and the ticket cc's? Thank you.
Blueprint - Any way to delete process / Transition
Hello, First of all I think I'm going to really like the Blueprint feature, once I figure it out that is. I sure hope someone can help me figure out how to fix this. I created a blueprint for our account on-boarding and set up process - While I was testing
Detect success or failure of script execution when pressing a transition
Hi team I need to know the following, I have a transition button on blueprint, where in the after section I must assign a function, at the time of its execution, the function must indicate the success or failure of its execution, in the case of success
Workflow Criteria Numeric Field Selection
Hi, I have a development request to suggest for setting up workflows. It's a simple yet useful idea. When creating a workflow, the system only allows manual entry for numeric or currency fields. It would be useful to have the option to choose a module
Content Type / contentType Possible for Reply When Performing a Blueprint Transition
Hi, I was wondering what were the possible "contentType" possible for the "reply" of a blueprint transition. I have tried using "html" as a value, but it said that it was unsupported. I was wondering if there are any other supported values or is plainText
Blue print button
Hi there, I am wondering if there is any customization in where the blueprint button populates. Can the button be added to the list of field options that can be added to the deal card in my pipeline? I would really like to be able to have the button
Is possible a record to transfer for blueprint A to blueprint B?
Hello people By implementation, I have two blueprints called A and B, the point is that if a user wants a record that is in blueprint A, to pass it to blueprint B, is there some kind of trick or programming to achieve that goal? Thanks in advance for
How to setup convert lead function in zoho crm blueprint
In zoho crm we have created a blueprint process so what i want is Is there any way to create a convert lead function in blueprint process ? Like when a consultant click on convert lead transition then it convert a lead to deal and contacts. Please let
Syntax for updating a record "stage" that is in a blueprint
I'm writing a custom function that will update a record's "stage" based on an change to a related parent record. The child records are all active in a predefined Blueprint. When I run the custom function to update the "stage" of the child record, nothing happens. For testing, I disabled the Blueprint on the child records, ran the function, and the "stage" field updated as expected. It seems the Blueprint is preventing my custom function from progressing my child records through the Blueprint stages/states.
Please help me understand blueprint
Hey everybody no matter how hard I try I cannot get my head around blueprint. All I want to do is to have states I want tasks created and completed in between states as transitions. Example: not qualified Task: phone client auto email: welcome to my company
task blueprint not startet
hi blueprint is not working for 2 days. How can I fix
How to count ticket passages through a transition in Blueprint?
I've recently added a new field to my ticket layout where the agent has to inform the reason the ticket is on hold. Today, as my blueprint set up, a ticket may leave and re-enter the On Hold status several times, and I would like to count how many times
Introducing Blueprints
Hello App Creators, Greetings from Zoho Creator! We're happy to inform you about a new feature called Blueprint—Zoho Creator's process management tool. This feature enables you to customize every detail of every process you design in your Creator application.
Custom Function During Blueprint Transition
I have some conditions for a deal to move from one stage to the next based on the status of related list items and some related Creator records. Right now I don't know a simple way to validate the statuses of these related items before allowing the transition.
Parallel Transitions in Zoho Projects
In a Blueprint, a transition refers to the link between two statuses. Often, tasks require inputs from multiple teams or people before they are completed or moved to the next stage. In Zoho Projects, a user can execute two or more transitions in parallel.
Lock a Won Deal
Hello, we created a Pipeline with a Blueprint. Once we complete the process and reach the last Stage in the Pipeline (Deal Closed (Won)) I can see that deal in the last stage of the pipeline but since they completed the conditions, once they arrive to
I have two Associated Items in a Transition, How to make only either or condition for only one Associated Item to be filled for completing Transition?
Hi I have setup 2 associated Items in a Transition for moving from one stage to another in Zoho CRM Deals Blueprint. For Example to move from Presentation to Demo Stage, The Transition requires Either to Log a Call or Log a meeting, before it can move
Creating training material outputs for processes from Blueprints !
We are huge fans of Zoho CRM and in particular BluePrints which for companies within the Financial sector are superb for ensuring process is well defined and integrated into CRM transactions. The challenge we have is that we have no way of quickly generating
Can CRM Blueprint Transitions force a manual email like Zoho Desk can?
I want to force my employees to send a email in order to proceed to the next stage of a blueprint via transitions. The mail can not be automated as it requires manual intervention. Thanks
Changing transition order in Blueprint
Hi all, I'm about to deploy a new deal blueprint in production and my sales guys are asking me if there's a way of changing the transition order as they see it on the deal:
Update Blueprint Transition Zoho CRM
Hello Team, is there any way we can update the blueprint Transition inside the zoho CRM like we have A --> B --> C--> Transtion if I am on A then I want to update direct c, is that possible by the API. I tried but I am not able to skip transition, is
Tip #31: Reorder items on a Blueprint Transition popup window.
Hey everyone! As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to look at a very quick and easy tip around Blueprint today. As you may already know, a Blueprint helps you build and streamline a business process in Zoho CRM. Take a look at this Help document to learn the scope of a Blueprint and how to create one. Let's dive right into the tip now. When you configure the During Transition settings, you can mandate and validate fields. You can also enter instructions
Update Deal Record Pipeline
Hello Team, Is there any way we can update the deal record Pipeline with the Zoho CRM API? If Not, Then I have a workaround solution we can create the workflow according to the condition. I am sharing the snapshot below, apart from this is there anyone
Automatically set the project status to On going when the first task (or subtask) is set to On Going.
Greetings. First of all, I hope find you all good and safe! I would like to discover a manner on set the project status automatically to On going when the first task (or subtask) status is set to On going. I have read something on blueprint help, but
Parallel Transitions - Not working
Hi, I would like to enable parallel transitions in a blueprint as described here: https://help.zoho.com/portal/kb/articles/parallel-and-common-transitions. But this seems not to be supported anymore, I can't see any plus symbol when clicking on a transition.
Parallel Transitions, Widgets Support and more! A heads up on upcoming Blueprint Enhancements
Hello everyone, We would like to offer you a heads up on a set of useful updates that will be rolled out shortly in Zoho CRM's Blueprint. The updates are: a) Introducing Parallel Transitions b) Enhancements in During transition. Widgets support. Multi
Extension pointers #15: Create blueprints to carry out business processes smoothly
When the various stages of a business process are well-planned and executed efficiently, the entire process runs smoothly and the overall functionality is efficient. Blueprint is a useful feature available in Zoho CRM that is currently supported in the
bh.wrng.user.sh.time error while creating a meeting within a blueprint checklist
I have a blueprint transition in which i am attempting to "book" a meeting for when the user selects the "book installation" transistion. as part of the checklist i am requiring the user to create a meeting with one of the fields being to set the "host"
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