Introducing Blueprints

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. The blueprint builder has a drag and drop interface which makes setting up blueprints extremely easy.

What is a blueprint
Zoho Creator's Blueprint is an online replica of a business process. Blueprint makes processes more efficient by facilitating automation, validation, and collaboration among various stakeholders in the process. With Blueprint, you can ensure that your business processes are well-defined, streamlined, and free of errors.

A blueprint in Zoho Creator resembles a flowchart. The blueprint has two key components:
  • Stages - These are the different milestones in the process.
  • Transition - These act as a link between the two stages, and the conditions required for moving between one state to another is defined here.
Illustration
Let's take a look at Zylker, an ecommerce platform that delivers products to customers from sellers. Coordination between various stakeholders is required for the delivery to be completed smoothly, and the delivery process involves a lot of steps to ensure the product gets from the warehouse to the customer successfully.

Once the order is placed, the information is sent to the warehouse team. This team packs the product and then transfers to the delivery team, which brings it to the customer's address. Zylker also accepts returns from customers, but the products have to satisfy certain criteria. The returned product will be accepted only after a visual check, technical check, and approval by the seller. Some of the processes are done manually and they need to be automated to ensure faster deliveries.

In the above delivery process, Zylker faces a few challenges:
  • There are many stakeholders, like the processing team, delivery team, and warehouse team, who handle the order processing, and it's difficult to keep them working in unison.
  • The different stages of the process, like placing, packing and delivering orders, requires different sets of actions. For example, canceling a delivery won't be available once the order is delivered, and the return and review buttons are visible only after delivery.
  • Manual processes, like checking the product before it's returned, can be left untracked.
So a blueprint for Zylker would need:
  • The different steps in the delivery process, documented as stages.
  • The various actions done while moving from one stage to another are represented as transitions. For example, the Cancel button won't be displayed after delivery, and the Return and Review buttons will be visible only after delivery.
  • The stakeholders are the teams involved in the delivery process, like the warehouse and delivery teams. They need to only be given access to perform certain actions. This can be configured under the Transition owners section.
  • Returns can be accepted only after fulfillment of the three-step process. This can be configured with a parallel transition with the required criteria.


Creating a blueprint
  1. Navigate to Blueprint under Workflows.
  2. Click on New blueprint.
  3. Choose the form for which the blueprint should be created.
  4. Enter a name for the blueprint.
  5. Configure the condition for the blueprint to be triggered.
  6. Click Create blueprint.
  7. Now, the blueprint page will appear.
  8. You can drag and drop the required stages.
  9. Create a transition between the stages by dragging a connector between them.
  10. Configure the transition.
  11. Click Save.
Documentation
We have provided comprehensive help documents for Blueprint. Please read the following help docs before creating the blueprint.


Feature release plan
Blueprint will be available for users from June 2021.

If you have any questions related to blueprint, please feel free to contact us at support@zohocreator.com.

Best,
The Zoho Creator Team


    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community



                                  Bootcamp
                                  Community
                                  Pricing
                                  Webinars
                                  What's New
                                  Integrations
                                  Contact Support
                                  Contact Sales
                                    Zoho Survey Resources
                                      Features
                                      Survey Templates
                                      Integrations
                                      Community
                                      iOS Mobile Surveys
                                      Pricing
                                      Android Mobile Surveys
                                      Insurvey Blogs
                                      Insight Blogs
                                      Tips & Tricks





                                                  Latest Feature Updates

                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts




                                                        Zoho SalesIQ Resources

                                                              • Sticky Posts

                                                              • Introducing Zoho Creator's 2025 Release Projection 2

                                                                Hello Creators! I'm Prakash, from the Creator product management team, and today I'm delighted to unveil our next set of features as part of Release Projection 2 for 2025. With thoughtful analysis and planning, we've curated powerful new capabilities

                                                              • Zoho Creator - 2023 Release Projection 1

                                                                Hello everyone! A very Happy New Year to you and your family. Hope you're all good and having a great time using Zoho Creator to make your lives easier and your businesses prosper. 2022 was an action-packed year for us at Creator, and we hope to continue

                                                              • Zoho Creator User Group meetups in a city near you! - Oct - Nov, 2023

                                                                Greetings from the Zoho Creator team! We're hosting a series of Zoho Creator meetups in various cities across the globe, and we'd love to meet you there! Our meetups are a great opportunity to network with industry peers, exchange ideas and best practices,

                                                              • Zoho Creator - 2023 Release Projection 2

                                                                Hello everyone! Time truly flies when you're having an incredible journey, and today we mark the completion of an eventful and action-packed six months. It feels like just yesterday when we embarked on this adventure together with the launch of our new

                                                              • Upcoming Updates - August 2022

                                                                Hi all, Greetings from the Zoho Creator team! Today we've got news for you on some exciting updates. And rest assured— there’s more to come! In this post, we'll be going over the upcoming features and improvements for this month as mentioned below. A


                                                              Manage your brands on social media
                                                              Access Zoho Social

                                                                Zoho Pagesense Resources


                                                                    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 CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Zoho Recruit Community Meet-up - India

                                                                                                                  Namaste, India. 🙏🏼 The Zoho Recruit team is hitting the road—and we 're absolutely excited behind the scenes. Join us for the Zoho Recruit India Meet-up 2026, a morning designed to make your recruiting life easier (and a lot more effective). Date City

                                                                                                                • Generate a Zoho Sign link

                                                                                                                  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

                                                                                                                • Is it possible to create a word cloud chart in ZoHo Analystics?

                                                                                                                  Hi there, I have a volume of transaction text that I would like to analyse using word cloud (or other approcah to detect and present word frequency in a dataset). For example, I have 50,000 records describing menu items in restaurants. I want to be able

                                                                                                                • How to Fix the Corrupted Outlook 2019 .pst file on Windows safely?

                                                                                                                  There are multiple reasons to get corrupted PST files (due to a power failure, system crash, or forced shutdown) and several other reasons. If You are using this ScanePST.EXE Microsoft inbuilt recovery tool, it only supports the minor corruption issue

                                                                                                                • [Webinar] A recap of Zoho Writer in 2025

                                                                                                                  Hi Zoho Writer users, We're excited to announce Zoho Writer's webinar for January 2026: A recap of Zoho Writer in 2025. This webinar will provide a recap of the features and enhancements we added in 2025 to enhance your productivity. Choose your preferred

                                                                                                                • How to drag row(s) or column(s)?

                                                                                                                  Hi. Selecting a row or column and then dragging it to a new position does not seem to work. Am i missing something or this is just not possible in Zoho Sheet? Cheers, Jay

                                                                                                                • Building Toppings #5 - Creating and configuring custom service connections in Bigin Toppings

                                                                                                                  Hello Biginners, Integrating Bigin with external applications extends its capabilities and enables customized functionalities. In our last post, we saw how to create a default service connection. Today, we'll see how to create a custom service connection

                                                                                                                • Optimising CRM-Projects workflows to manage requests, using Forms as an intermediary

                                                                                                                  Is it possible to create a workflow between three apps with traceability between them all? We send information from Zoho CRM Deals over to Zoho Projects for project management and execution. We have used a lookup of sorts to create tasks in the past,

                                                                                                                • Marketing Tip #15: Rank better with keyword-rich URLs for product pages

                                                                                                                  Your product page URL is a small detail that can make a surprisingly big difference. Clean, readable URLs help in two ways: They’re easier for customers to trust and remember (no one likes clicking a link that looks messy or random). They help search

                                                                                                                • Conditional fields when converting a Lead and creating a Deal

                                                                                                                  Hi, On my Deal page I have a field which has a rule against it. Depending on the value entered, depends on which further fields are displayed. When I convert a Lead and select for a Deal to be created as well, all fields are shown, regardless of the value

                                                                                                                • ATE Session on Payment Gateways: Our experts are live now. Post your questions now!

                                                                                                                  Hello everyone, Our experts are all excited to answer all your questions related to payment workflows. Please feel free to join this session and learn more about this topic. If you have a query at anytime, please post them here.

                                                                                                                • Upload data deleted all Zoho form data that we manage

                                                                                                                  Good morning. Let me introduce myself, I'm Iky from Indonesia. I'm experiencing an error or problem using Zoho Forms. I manage Zoho Forms, but I previously encountered an error when I misclicked the delete button in the upload format. It apparently deleted

                                                                                                                • ZOHO FORMにURL表示ができない

                                                                                                                  初心者です。 ZOHO FORM で宿泊者名簿を作っています。 ゲストが、URLをクリックするとStripeで支払いができるようにURLを表示をしたいのですが、 上手くできません。 やり方が分かる方、ぜひ教えてください。

                                                                                                                • Custom module - change from autonumber to name

                                                                                                                  I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.

                                                                                                                • No Automatic Spacing on the Notebook App?

                                                                                                                  When I'm adding to notes on the app, I have to add spaces between words myself, rather than it automatically doing it. All my other apps add spacing, so it must be something with Zoho. Is there a setting I need to change, or something else I can do so

                                                                                                                • Holidays - Cannot Enter Two Holidays on Same Day

                                                                                                                  I have a fairly common setup, where part-time employees receive 1/2 day's pay on a holiday and full-time employees receive a full day's pay. Historically, I've been able to accommodate this by entering two separate holidays, one that covers full-time

                                                                                                                • Campaigns set up and execution assistance

                                                                                                                  Hello Community, Can someone recommend a professional who can assist with the completion of my set up and deployment of Campaigns? Looking for a person or company that is not going to ask for big dollars up-front without a guarantee of performance to

                                                                                                                • Zobot with Plugs

                                                                                                                  Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after the

                                                                                                                • Kaizen #223 - File Manager in CRM Widget Using ZRC Methods

                                                                                                                  Hello, CRM Wizards! Here is what we are improving this week with Kaizen. we will explore the new ZRC (Zoho Request Client) introduced in Widget SDK v1.5, and learn how to use it to build a Related List Widget that integrates with Zoho WorkDrive. It helps

                                                                                                                • Remove Powered by Zoho at the footer

                                                                                                                  Hi, I've read two past tickets regarding this but it seems that the instructions given are outdated. I assume the layout keeps on changing, which makes it frustrating for me to search high and low. Please let me know how exactly do I do this now? Th

                                                                                                                • No Need To Fix Something That Is Working

                                                                                                                  Zoho Books is a great financial tool which helps businesses to become more efficient and productive with day-to-day operations. As such, every change, upgrade, improvement needs to be carefully thought before implemented in the software and I'm sure Zoho

                                                                                                                • Using email "importance" as workflow-criteria

                                                                                                                  I'd like to set up a workflow that triggers if an incoming email has been flagged as "high importance" but I'm not seeing any way to do that. Hopefully I'm just missing something obvious...?

                                                                                                                • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

                                                                                                                  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

                                                                                                                • What is Resolution Time in Business Hours

                                                                                                                  HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance

                                                                                                                • Check & Unchecked Task Segregation in Export

                                                                                                                  It must have a feature to represent checked and unchecked tasks as [ ] and [✅] respectively when exporting it to Arratai or WhatsApp ; as Keep Notes by Google contains…

                                                                                                                • WorkDrive Download Issue

                                                                                                                  My client has been sending me files via WorkDrive, which generally has worked fine. Recently files won't download at all. If you try and individually select and download a file, a popup will appear in the bottom right saying it's preparing and then it

                                                                                                                • Resolution Time Report

                                                                                                                  From data to decisions: A deep dive into ticketing system reports What are time-based reports? Time-based reports are valuable tools that help us understand how well things are going by breaking down key metrics over specific periods. By tracking, measuring,

                                                                                                                • Add RTL (Right-to-Left) Text Direction Button in Zoho Cliq

                                                                                                                  Greetings Zoho Team, We would like to request the addition of an RTL (Right-to-Left) text direction button in Zoho Cliq, similar to what is already available in other Zoho apps like Zoho Desk. Currently, while using Zoho Cliq with the English interface,

                                                                                                                • Enable Backgrounds and Video Filters for 1:1 Cliq Calls Across All Zoho Entry

                                                                                                                  Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement related specifically to 1:1 video calls in Zoho Cliq. Current Behavior Zoho Cliq currently provides background and video filter options in the following scenarios:

                                                                                                                • Zoho Flow: Stripe a Zoho Marketing Automation

                                                                                                                  Hola! Quiero hacer un flujo con Zoho Flow, para que cuando se haga un pago en Stripe, añada el lead en Zoho Marketing Automation. Lo he configurado, configurando el disparador como "Payment created" y mapeando el campo de Stripe "Receipt email address".

                                                                                                                • Invalid tax authority ID.

                                                                                                                  How do I correct this ?

                                                                                                                • Zoho email

                                                                                                                  I need a list of email addresses of all contacts on my zoho

                                                                                                                • Shift-Centric View for Assigning and Managing Shifts in Zoho People

                                                                                                                  Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding the shift assignment and management view in Zoho

                                                                                                                • cant upload images in signature- urgent help needed. ta!

                                                                                                                  HI, I have been trying to insert the company logo in the signature. i have tried it several times since yesterday, the longest I waited was 1 hour and 12 minutes for the pop up window to upload a 180 KB .jpg file. what am i doing wrong.. an urgent reply

                                                                                                                • Add Ticket button in Home view

                                                                                                                  When I go to the My Tickets or the Knowledge Base view in our Help Centre, the Add Ticket button is available, but not in the Home view. I would really like for it to be displayed in the Home view as well. Is this possible? Thanks.

                                                                                                                • Problem using Zoho Desk API

                                                                                                                  Goodmorning, I am trying to use the Zoho Desk API to create a dashboard in Grafana, but I am having a problem. Following the instructions in the API documentation, I created the API Console application (server-based application). Then I created the string

                                                                                                                • Add zoho calendar to google calendar

                                                                                                                  Hi I keep seeing instructions on how to sync Zoho CRM calendar with google calendar but no instructions on how to view Zoho calendar in my google calendar.

                                                                                                                • How to print a label from zoho creator app?

                                                                                                                  Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?

                                                                                                                • City field suggestion in Zoho Books

                                                                                                                  Hi team, We are using Customers module in Zoho Books. In the Address section, we want to understand whether the City field can show suggestions while typing using any API or built-in feature. For example, if a user types “Mum”, can the system suggest

                                                                                                                • Non-responsive views in Mobile Browser (iPad)

                                                                                                                  Has anyone noticed that the creator applications when viewed in a mobile browser (iPad) lost its responsiveness? It now appears very small font size and need to zoom into to read contents. Obviously this make use by field staff quite difficult. This is not at all a good move, as lots of my users are depending on accessing the app in mobile devices (iPads), and very challenging and frustrating. 

                                                                                                                • Next Page