Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all DCs.
Dear all,
Zoho CRM's Blueprints provide structure to business processes by mandating a version of it in your CRM and guiding your records through. It necessitates steps to be taken and serves as a template sales process for a salesperson. So far, Blueprint has allowed us to draw up different stages of a business process through different states and connect it through certain triggers that allow the transition of a record.
Zoho CRM's Blueprints provide structure to business processes by mandating a version of it in your CRM and guiding your records through. It necessitates steps to be taken and serves as a template sales process for a salesperson. So far, Blueprint has allowed us to draw up different stages of a business process through different states and connect it through certain triggers that allow the transition of a record.
While it’s not just that most business processes aren’t set in stone, it’s that different stages in business processes vary based on salespeople/users involved, type of customer, and even the product or service we sell. It’s not always the case that a record needs to move directly downstream without having to meander through multiple transitions before it needs to get to the next state.
Parallel and multiple transitions provide the flexibility required for a record to move to its next state.
Let’s take a business example:
An SMB in the Real Estate sector with 10-15 Real Estate agents, connecting buyers and sellers, representing rental houses, houses for lease etc. The typical business process involves bringing in leads from various sources, validating them, and trying to close deals. There’s an inspection followed by a negotiation process once the buyer finds a property they like, document verification, contracts that are drawn up, loan processes and so on.
We’ve set up a blueprint in place to ensure that the record moves freely through these different steps. Our blueprint includes relevant stages with transitions that enable the movement of the record to its next state. However, we’ve run into a few challenges between a few states where just one transition is not going to cut it.
Parallel Transitions:
Before our deal goes into the negotiation phase, the property needs to be thoroughly inspected. So, in our Blueprint, the record moves from the "Under inspection" state to the "Inspection completed" state. The inspection itself isn't a single process but includes four different checks: Mold inspection, Water Damage check, Structural damage, and Pest Inspection. Each of these processes will need to happen between these two states.
Parallel transitions allow us to add all four of these as individual transitions that the record needs to go through before it reaches the "Inspection completed" state.
Multiple transitions:
As mentioned earlier, the real estate agency not only handles property sales but also rentals and leases. So when it comes to the contract signing part of the business process, we have three different options. Regardless of what contract is signed, however, the state the record reaches next is the same, "Contract Signed."
Multiple transitions allow the sale contract signed, Rental contract signed, and Lease contract signed to each be added as transitions, allowing any one of them to be chosen for the record to move to its "Contract Signed" state.
Combination and Sub-transitions:
The documentation verification process is pretty overspecified in the Real Estate sector. Once the record lands on the "Legal Verified" state, there's a lot of paperwork involved before it gets to the "Loan processing" state. One major section is collateral assessment, which is pretty straightforward, and the other is document verification.
Further, under document verification, we have Sale deed verification, Building plan approval, and Possession letter verification.
The new enhancements in Blueprint not only let us create two transitions between these two states, i.e.: "Collateral assessment" and "Document verification", but allows for sub-transitions within the "Document verification" transition. So we'd be able to add "Sale deed verification", "Building plan approval", and "Possession letter verification", as individuals under the parent-transition, "Document verification".
Reorder transitions:
For any parallel or multiple transitions, you don't need to go through the checks in a specific order. These checks can happen in whichever order for each record. The current linear blueprint restricts you from offering this flexibility, which is what parallel transition solves. It helps you have simultaneous or "parallel" transitions side-by-side giving you the flexibility you need.
We'd love for you all to try out Parallel and Multiple transitions in your Blueprint processes and let us know how it's working for you.
Thank you!
Access your files securely from anywhere
New to Zoho Recruit?
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
Sushmitha B
ardmor
Rodger Brehaut
Jack Stolkin
Jeremy Roussell
Sticky Posts
Presenting ABM for Zoho CRM: Expand and retain your customers with precision
Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often deliversGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standardIn-person ZUG Meetups for Real Estate Professionals - US Q1 2026
The Real Estate Zoho User Group is going on a multi-city, in-person meetup tour across the US, and we’d love to see you there! These meetups are a great opportunity to: Connect with fellow real estate professionals using Zoho Share challenges and discoverNimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator 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
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Say Hello to Telephony in Zoho FSM
Zoho FSM now brings complete telephony support so your team can manage inbound and outbound calls without switching tabs. Faster responses, smarter routing, and total call visibility—all in one place. Choose the telephony setup that works for you Zoho’sE-Invoicing in Belgium with Zoho Inventory
Starting January 1, 2026, Belgium is introducing mandatory electronic invoices (e-invoicing) for all B2B transactions between VAT-registered businesses. Invoices and credits notes must be exchanged in a prescribed digital format. How E-Invoicing WorksEmployee ID is not correct in get records api V2 for leave
Hi Team, We are facing an issue when calling the Get Records API V2. The employee.id returned in the response is not the actual employee record ID in Zoho People. As a result, our integration is forced to make an additional Get Record API call for everyFormatting Mailing Labels
I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but randomZoho People. Updating TabularData
I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query paramsCanvas View - Print
What is the best way to accomplish a print to PDF of the canvas view? Latest update (27th November 2025): We are excited to announce that the Canvas Print View is now available! We encourage you all to try it out and share your feedback with us. LearnNew to automation - please help
Hi there! We are new to automations in Zoho. We built out one automation campaign and it seems to be firing off for some people but others not. Please advise what's the best practice or if anything we should tweak. Thank you so much!Zia Conversation Summary: Context at a glance for every customer interaction
Hello everyone! Every customer conversation tells a story—but in CRM, that story is rarely in one place. A sales rep moving between multiple leads has to reopen long email threads, check call remarks, and revisit meeting notes just to remember what wasHow to set a fixed width of column/cells
Is there a way to set a 'fixed' width for cells in zoho sheet? I know how to adjust the size of the colums.... but after I past a large block of text into a cell, it expands the cell size again. (yes, I have turned off word wrap) How can I set a fixed width so the cells don't change size each time I add data to a cell? Thanks.Workdrive Oauth2 Token Isn't Refreshing
I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops soSingle Portal for Multiple Apps
Hello, I'm just getting started with Zoho and I'm very overwhelmed. I am currently using the free trial of Zoho One, but if I can figure it out, I intend to upgrade to the paid version. Zoho One, of course, gives me access to an entire suite of services/applications. One of the things I'd like to do is have a single place for clients (customers?) to log in and view current projects, invoices, contact information, etc. A single login for my clients. A single portal. I've come across documentation【開催報告】 大阪 ユーザー交流会 2025/11/20（木）Zoho CRM Plus 活用のアイデアとデータの“見える化”
皆さま、こんにちは。コミュニティチームの中野です。 11/20（木）に、大阪 ユーザー交流会を開催しました。本投稿では、その様子をお届けします。 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 （Zoho 社員セッションの登壇資料については、11/28(金)に開催予定の東京回の開催報告で共有いたします） 今年2回目の開催となる大阪 ユーザー交流会では、株式会社KDDIウェブコミュニケーションズ 山田さんによる Zoho CRM Plus の事例セッションのほか、「ZohoEvery rating counts: Shaping customer experience
We are back to that beautiful time of the year. It is the season to reflect, be thankful, and appreciate everything that has happened throughout the year. Thanksgiving is a time we connect with our family, friends, and relatives to strengthen relationships,How to remove duplicate contacts
Custom Field for Subscription
Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?Custom View and Custom Fields on Zoho Books
Hi, I have some custom fields on Estimates and Invoices. I also use Custom Views so I can have a lot of information at a glance. I want to include my custom fields as columns in my custom views of estimates / invoice, but it looks like is not possible.Dropdown data depends on filters in another field.
In my quote form I have a lookup field called Reseller that pulls from Accounts. I would like it to pull from Accounts, but only those accounts with an account field 'Type' where that is 'Reseller'. Does anyone know a way to do this? Similarly, I'd likeIs it possible to adjust the web browser tab title (when a ZoHo Desk ticket is opened)
Hi All, When I open a ZoHo Desk ticket in a web browser, the tab title (text that appears at the top of the browser tab) uses the logic: *company icon picture* (xxxx) #ticket number - company name See below (highlighted in red) for reference. CompanyCollections Management: #7 Common Mistakes during Payment Collection
Payment collection may appear straightforward in most cases. Still, as your customer base expands and transaction volume increases, it becomes clear that even small inefficiencies can lead to delayed payments, increased support load, or even revenue loss.Rename Record Summary PDF in SendMail task
So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in thisRecruit API search
Hi all, Attempting to call the search api endpoint from Postman using the word element as mentioned in api docs Search Records - APIs | Online Help - Zoho Recruit When making the call to /v2/Candidates/search?word=Saudi receive response of { "code": "MANDATORY_NOT_FOUND",Text/SMS With Zoho Desk
Hi Guys- Considering using SMS to get faster responses from customers that we are helping. Have a bunch of questions; 1) Which provider is better ClickaTell or Screen Magic. Screen Magic seems easier to setup, but appears to be 2x as expensive for United States. I cannot find the sender id for Clickatell to even complete the configuration. 2) Can customer's reply to text messages? If so are responses linked back to the zoho ticket? If not, how are you handling this, a simple "DO NOT REPLY" asCustom Field in Zoho Projects pulling into Analytics
We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, asMarketer's Space - Holiday season email marketing tips you should know
Hello Marketers! Welcome back to another post in Marketer's Space! 'Tis the season—that time of the year everyone eagerly anticipates. While most look forward to relaxing, marketers will be super-busy from late November to early January. Mistakes canZia Competitor Alerts made easy with Zia's suggestions
Hi everyone, In addition to the existing manually added competitors, Zia will now find your competitors for you - instantly. Earlier, you had to identify competitors through research manually, support tickets, or tradeshows—a time-consuming process thatAdd Custom Field Inside Parts Section
How to Add Custom Field Inside Parts Section in Workorder like Category and Sub- CategoryZoho CRM Community Digest October 2025 | Part 2
Hello Everyone! From new mobile capabilities and smarter integrations to real-world workflow fixes and developer insights, all the highlights from the second half of October is covered right here. Let’s dive in. Product Updates: Zoho CRM Mobile Updates:Understanding Zoho Contracts
Effective contract management relies on systems that are structured, organized, and reliable. Every feature, workflow, rule, and restriction in Zoho Contracts are designed the way they are to ensure consistency, compliance, and control across every stageTip of the Week #76– Automate your inbox during vacation in Zoho TeamInbox
When you're on vacation or away from your desk, the last thing you want is for important emails to be missed or left unanswered. The good news is, you can easily set up rules in Zoho TeamInbox to assign incoming messages automatically to a teammate who'sDomain restriction for User Management actions in Zoho One
Greetings, Zoho One Admins! To strengthen account security further and safeguard user management settings, we are imposing domain-based restrictions for user account-focused admin actions in Zoho One. In addition to password reset of user, organizationZoho Mail iOS app update: Signature
Hello everyone! In the latest version(3.1.7) of the Zoho Mail app update, we have brought in support to create, edit and remove signature within the app. You can create signature from the compose screen as well as from within the Settings module(insideDesktop app doesn't support notecards created on Android
Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try toApproval Button in Subform
Hi Team, I’m working on a subform-based requirement where users will submit requests, and these requests must go through approval by multiple team managers. Each line item in the subform needs to be individually approved or declined based on the user'sSetting checkbox value on template in Sign from Creator
Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":Zoho Projects - Unread Comment Icon
Hi Projects Team, It would be great if there was a notification I con on the comments icon so it's easy to see which tasks have new comments. Something like a red circle with a number of unread comments would be great. Thanks for considering my feedZoho Projects - Update Feed via API
Hi Projects Team, Please consider adding an API to allow update and retrieval of messages to the Feed. Thank youAutomated log-out/session end
I'm concerned about security of our data. Is it possible to set an automatic time-out for user sessions on Zoho CRM, after a certain period of inactivity or when the session reaches a certain duration (12 hours perhaps)?Subform auto populate values
Hi Team, I’m trying to retrieve values from Zoho People using API functions and dynamically populate them into a subform. For example, I’ve created a form with several fields that users will fill out. Based on their input, I need to fetch records fromWhat is New in CRM Functions?
What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.Gantt Chart - Zoho Analytics
Are there any plans to add Gantt Charts capabilities to Zoho Analytics?Next Page