Zoho CRM Blueprint now lets you automatically convert records, update user fields and more.
Hello everyone, We are happy to introduce to you, a set of new enhancements in Blueprint. These are minor pointers, yet they could mean a lot to users given different scenarios. 1. The character length of the Transition Name has been increased from 21
Blueprint Automatic Transition option missing
When I create a transition in my blueprint, it does not show the option to make the transition automatic. I have tried on both continuous and non-continuous blueprints. The screenshot below shows a new transition being created, with no auto option. Is
Configuring a workflow when a specific picklist value is changed to a different specific value
I'd like to create a Task when the Status of a Product is changed specifically from "Offline" to "Online". I cannot figure out how to set this workflow. I tried setting to to trigger anytime the Status field is changed to "Online", with the condition
Recycling Leads After Initial Blueprint is completed
Hello, I need help implementing a process for recycling leads after a set # days. In our current setup, we use a "New Lead" blueprint for sales seps to follow up and work leads that enter our CRM in a consistent manner. Once they reach the end of the
To Do List/Checklist
Looking for a way to create a To Do List/Checklist in the CRM. We have looked into the blueprint/pipeline option but as our "to dos" could happen in various stages, it doesn't work for us. It might be an option if we could have more than 1 pipeline but apparently that's not an option right now. What is the easiest way to have a simple To Do List/Checklist? We just want to have a list that we check off as completed. Thank you!
Blueprint Deletion
I am trying to delete some of the transitions as well as the status but the system says they are linked to tickets. At first I went in and revoked the blueprint & changed all of the statuses from the one I wanted to delete to a random other status but
Blueprints for Candidate - Job Association
Hello, I my opinion, please add the ability to have a Blueprint for Candidate To Job Association. Blueprints should be allowed to be related to the Association between the Candidate and Job Opening, exactly the same way they have different a different
Allow users to translate module names and blueprint transitions!
Allow users to also translate module names and blueprint transitions with the language files in Zoho CRMs translation settings. Moderation Update (February 2026): Please follow the below post to stay updated on the advancements with supporting translations
How to create a new Deal from workflow
Hi, Is it possible to automatically create a new Deal for a particular customer after it's current Deal has been Closed/Won. I have reoccurring customers and I would like to automate the creation of new deals every time after the job has been completed.
Knowledge Base blueprints for drafting, proofreading, checking and approving articles
We have some workflows in place to release technical documentation which require a process management structure where we : first announce the requirement for a specific article topic (the announcement/request phase) then analyze the content requirements
Zoho Projects vs Custom CRM Module
Hello, We are looking to refine our implementation process and are open to feedback on if we should utilize Zoho projects or build a custom module within the CRM. Our desired end results are to have a system that is not only fully reportable and can assign
After workflow is trigger can it send back the control to blueprint previous state?
I am using workflow and blueprint both for my real estate company. I want to implement this case. A salesperson marked the lead as not qualified and send the email to the manager and the manager can accept or reject this case. If the manager rejects this
Blueprint Bug
When a status has not outgoing transition to closed status says this. You have one or more status with no outgoing transition to the closed status. This is correct but when the status has already a common transition on it says the same. Why? The common transition creates a path to close. So i constantly create dublicate transtitions doing same thing because i can not save the blueprint. This is a bug needs to be fixed thanks
Spotlight #8 - Automated actions in SLAs
The earlier SLAs trigger standard emails and escalate them to the manager or the admin when the set time is crossed. With automated actions in SLAs, you can configure user-defined actions, including tasks, field updates, executing functions, webhook etc.
How can I delete unwanted Status
I've been working with blueprints for the first time and I've accitently created a couple of Status that I want to get rid of. "New Status 2" and one that is just blank. I don't see any way to delete them. Please see below.
How do I make custom function to execute first then create task in blueprint?
I have this custom function that autocomplete open task. I want to autocomplete any open task anytime I click the next state. the problem is any task I auto created in the next state ended up as complete. I figured the problem must be because after clicking
Process/Blueprint flow (transition) based Time Reports
We want to acquire some "Time Reports" on Zoho Analytics where we want to be able to use specific status changes from our blueprints. For example we want to acquire the "First Response Time" reports where the status was changed from "A" to "B" but not to "C" or where the status change has followed a line of status changes from "A" to "C" to "F". Right now we can't create such reports because the "Status" field does only designate a single choice or some multiple choices without being able to designate
Automatically moves to next Blueprint Section
Hi, I created a blueprint where I have a Stage A, in the After section I'm executing a set of actions and depending of the result of these actions I want that the blueprint moves to Stage B if success or Stage C otherwise. I noticed that I can´t update
Workflow rule to update a field in an associated record is failing consistently
Hi All, I realised today that we are having the following issue. We have a workflow that needs to update to fields based on an action. One of these fields is in the same record (Deal), is associated with a blueprint stage and is being successful every
Change the assigned task owner depending on the task status defined in a blueprint
If a blueprint is being applied to a task then it would be useful to be able to change the assigned task owners depending on the currently worked on workflow status. For example look at the process of a documentation task where the "document writer" is assigned to draft a text. When the drafting status is finished then the task is assigned to a "proofreader". In that case the task owner should be changed to the proofreader. Both of the "document writer" and the "proofreader" should be listed as the
Zoho Desk | Disable Revoke Blueprint Option
Good day Zoho Team! Is there a way to disable Revoke Blueprint option? If yes, please let me know how to disable this option. Any help would be greatly appreciated. Thank you. Best regards, Lizz
How to Setup Blueprints on Zoho CRM?
Each business has a well-defined way of doing things. Some workflows serve as a pathway to complete different tasks and projects. The way workflows transpire contributes as a significant factor in deciding the software requirements as the software must
[SESSION ENDED] Ask the Experts #07| Live Q&A: Building workflows with Blueprint in Zoho Creator |
Hello, Post the release of Zoho Creator Blueprint last month, we're happy to tell you that we'll be launching a new 'Ask the Experts' session on 16th September (Thursday) this month focussing on creating blueprints in Zoho Creator. The session will be
Mandating Products addition to Leads/Deals
One of the related list in our Deals and Leads module is selecting Products. I am not able to mandate selecting products at the time of lead creation/deal creation or lead conversion to deals as product is an external module and hence Layout rules/validation
Custom function - Blueprint
Hi, I use blueprint and I need someone to send me a custom function for auto-completing only the last open task for the lead. (not all open tasks at once). Or if that's not possible, I need a custom function for re-scheduling the last open task for the
Check out the new locations for creating extensions
Are you looking to create more extensions for Zoho Projects? Create new extensions using Zoho Sigma for the below locations and extend the scope of Zoho Projects. Refer to our user guide for more information. 1. Task details right panel You can create
Reorder Blueprint Transitions
Hello, The Blueprint Functionality is totally Great! Nice Job with minor problems so far. I made a really complicated blueprint and the problem is that i have many transitions available in many statuses. The problem is that i can not find the pattern of the order of the transitions and the most important transition is in the last position and i have to open the three dots to find it. Is there anyway to reorder the transitions? If not is there any pattern to follow to give my preferred order? See
Macro or Workflow Rules
If there is a scenario where we set up tasks for future dates... 1. Intro email 2. Attempt Call follow up 3. Leave voice message 4. Follow up email. ... and so on.. However, if we connect with the person at stage 2 or 3, is there a way to automatically delete open tasks with one button. Is that something that a macro can do. I know a macro can set up the tasks. Or can a blueprint process delete task?
Blueprint: Multi-select Lookup Field not available within Blueprint transition
Creating a Blueprint I need to include a multi-select lookup field in my process. The data must be entered to move to the next step. The problem Within the blueprint transition my multi-select field does not show as an option when I try to add it to the
Create blueprint
Hi, I'm a zoho one customer. I create a survey to integred some leads on my CRM. Today I am stuck. Cannot match a field of the survey to create my blueprint. has anyone ever encountered this problem? I tried to create a pick list but it doesn't match
Zoho CRM Blueprint Transition Criteria has limited options for a single lookup field.
I am trying to set up a transition in a CRM blueprint against a single lookup field that pulls users. The logic options are "is" and "isn't", there are no empty options. Is this standard?
Zoho CRM Blueprint Transitions no related list.
Is there a way to setup up a CRM blueprint transition to use a multi lookup field as criteria?
Is there a way to manually apply a blueprint to a ticket which isn't controlled by a blueprint?
One of our agents did manually create a ticket on the helpdesk department because the customer did contact him directly over his personal email. The manually created ticket somehow didn't trigger the default blueprint and the agent did not become aware
Blueprint: Automatic transition
Hello! I have noticed that Blueprint States have a Maximum time limit and afterwards, we can choose an action to happen such as a SLA alert, email notifications, tasks and field updates. I would like that after the time is met, one of the transitions
OR option for "required" fields in layouts
I'm not sure if what I want to do is currently possible. My use case is this. I make a deal and I want to make the lookup fields required to match the deal to a lead, contact, or account. But I don't need, or want, to make all these fields required at all times. I need *AT LEAST ONE field required for the deal to validate. I've tried setting this up in blueprint, but that works off condition->trigger system which does not let me use the lookups as primary field for conditions. If I'm doing something
Different email notifications to send based on same blueprint/transition
Have a question related to blueprints, transitions and workflows. I am trying to create a blueprint to manage the leads generated in CRM from chats missed in Zoho SalesIQ. The automatically missed chat lead is created with the country field filled based on the visitor's IP address. If we miss a chat overnight, we have a list in CRM with all of them and we have a blueprint to follow up with that person. See below: Now, I know I cannot have more than one transition to the same stage. Also found out
Blueprint stopped working
I have a blueprint that has been working fine for over a month in the Leads module in a particular view. I have made no changes at all over the weekend to the system other than looking at Zoho Flow (but not configuring a Flow). This morning the Blueprint is not moving from one stage to the other. When I select the Blue Process button it creates the task associated with the flow but does not move the Lead to the next step. The majority of my business is based on this Blueprint so your immidiate response
Execute a Blueprint on the move!
We are pleased to announce that a Blueprint can now be executed right from your Zoho CRM mobile app! Suppose you are on a field visit to meet a prospective customer, and you land a deal. You don't have to wait until you get back to your desk to update the status of the deal. If the deal is part of a Blueprint, you can execute the required Transitions and update the deal's Stage right from the Zoho CRM Mobile app. Simply go to the Detail View of a record within a process, tap on the Transition
I am confused....or outraged, can't decide...about blueprints
I just created a blueprint. But when I go to use it, it's telling me it will be applied to "tasks". I'm sorry, aren't blueprints supposed to be applied to projects....you know bc projects usually have MANY stages, but tasks only a few????? This is why CRM has blueprints for leads and not calls, tasks and events. So i created this big blueprint which has been applied to tasks, and I realize that bf I can get to the task status that applies to a particular task that is located lower in the pipeline,
Blueprint - Word of the day #30
Blueprint, a technology inside Zoho CRM, gently guides users through what actions should be taken at what time, and prompts them for the right information in the right sequence. Blueprint is designed to automate and execute a business process in a well defined and systematic manner. With a Blueprint, you can: 1. Define the sequence of stages in a process 2. Associate right people with each stage 3. Guide your teams through the execution of the process 4. Mandate and validate important information
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