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
- Navigate to Blueprint under Workflows.
- Click on New blueprint.
- Choose the form for which the blueprint should be created.
- Enter a name for the blueprint.
- Configure the condition for the blueprint to be triggered.
- Click Create blueprint.
- Now, the blueprint page will appear.
- You can drag and drop the required stages.
- Create a transition between the stages by dragging a connector between them.
- Configure the transition.
- 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
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
Ashwin Vishal R
Zohar
johannbarth
uniestateproperties2
emirateslogisticsindiaprivatelimited
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 capabilitiesZoho 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 continueZoho 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 newUpcoming 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
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
Support Custom Background in Zoho Cliq Video Calls and Meetings
Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the video background capabilities in Zoho Cliq, specifically the ability to upload and use custom backgrounds. Current Limitation At present, Zoho Cliq allowsUpload own Background Image and set Camera to 16:9
Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. WhereISO 27001 Compliance
What are people doing to ensure ISO 27001 compliance for their Zoho environments? It would make sense for Log360 Cloud to integrate natively with the Zoho suite, but that is not the case. It requires a gateway cluster, which is not an option for a fullyZoho People - Retrieve the Leave Details - get("LeaveCount")
Hi, Zoho People I need to collect all of an employee's leave requests for the calendar year and check how many half-days they have taken. If I run the script on the query he just modified, I can retrieve the information related to that query and use theWhat's new in Zoho Sheet: Simplify data entry and collaboration
Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementallyMarketer's Space: New to Campaigns? Some common early mistakes that might occur
Hello Marketers, Welcome back to another post in Marketer's Space. If you're just getting started with Zoho Campaigns, things can feel exciting and slightly confusing at the same time. You're not alone. Most early frustrations come from setup gaps ratherThis user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank youWorkflow Rule - Field Updates: Ability to use Placeholders
It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etcNeed a Universal Search Option in Zohobooks
Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful ThanksImplement Date-Time-Based Triggers in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limitingWhy is my Lookup field not being set through Desk's API?
Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,How exactly does "Reply assistance" work in Zoho Desk? What context is sent to the LLM?
Hi, Im trying to better understand the technical behavior of the feature "Reply assistance" in Zoho Desk, and I couldn’t find detailed information in the current documentation. Specifically, I have questions about what data is actually being sent to theDeletion Workflows
Hello, Unless I missed it, we can't create deletion workflows. My usecase is to auto-delete junk leads. We have field called lead status, and an agent qualify all our new leads. When it's a junk lead she chose the correspondant value in the picklist. My goal is that the system delete them automatically. Is that possible? Planed ?URGENTImpossible to book an appointement
J'essaie plusieurs fois mais aucun créneau n''est disponible Message d'erreur lorsque j'essaie de sélectionner une dateSendpulse SMTP/IMAP Issues
It’s possible Zoho made some changes on their side. Sometimes, even if your regular password works, Zoho requires an app-specific password for external apps like SendPulse to connect via IMAP. You can create this in Zoho’s security settings and use itInsane mail security
I cannot access my email... anywhere. For some reason the password for the Mail app on my Mac is being rejected, it worked yesterday but now it doesn't? Ok let's try the web interface. I can access my general Zoho login with the password but if I wantUI issue with Organize Tabs
When looking at the organize Tabs window (bellow) you can see that some tabs are grayed out. there is also a "Add Module/Web Tab" button. When looking at this screen it's clear that the grayed out tabs can not be removed from the portal user's screenTask list flag Internal/External for all phases
Phases are commonly used in projects to note milestones in the progression of a project, while task lists can be used to group different types of tasks together. It makes sense to be able to define a task list as either internal or external however theHAVING PROBLEM WITH SENDING EMAIL
Hi all, I'm unable to receive emails on info@germanforgirls.eu. I'm getting an error code 550. 5.1.1. invalid email recipients. Moreso, I would like info@germanforgirls.eu to be the default "send from" email and not solomon@germanforgirls.eu. Kindly seeSharing my portal URL with clients outside the project
Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.Different Task Layouts for Subtasks
I was wondering how it would be possible for a subtask to have a different task layout to the parent task.Subscription went to default (@zoho.com) address instead for custom domain
Hello! So I bought a lite sub to test things out, wanting to use my own domain. However, after passing through all the verification steps (completed now), it seems that the sub I bought was assigned to the default email that I already had with Zoho andCanvas templates and font-family
i dont understant why its always the smallest things that waste all of my time! why in some videos i see they have tamplates in the Canvas editor and i cant seem to fint it? and why oih why cant i cange the font? i just want simple Arial! help meeeeeeeeeeRe: Ca.gory groups and not all email addresses being added to a group emails
Hi, I have added emails under 'Contacts' into categories but when sending a group email and putting the category name in not all email addresses go onto the email. I have refreshed the page, deleted and redone the info etc with no luck. I only found outIMPORTANT
Dear Zoho Support Team, I am currently experiencing an issue when trying to send emails from my Zoho Mail account. Each time I attempt to send a message, I receive the following error: "Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked."Able to Send Emails from Zoho but Not Receiving Emails from Gmail
Hello, I am experiencing an issue with my shopify domain email setup and would appreciate your help. Current situation: I can successfully send emails using Zoho. I can receive emails from some services (for example, Facebook). However, I cannot receiveAntispam validation failed for your domain in Accounts
I tried adding a domain to zeptomail.zoho.com, but the “add domain” operation failed. The front‑end error reads: “Domain could not be added. Please contact support@zeptomail.com.” The back‑end API returned: ``` { "error": { "code": "TM_3601", "details":Announcing new features in Trident for Windows (v.1.38.5.0)
Hello Community! Trident for Windows just received a major update, with a range of capabilities that focuses on strengthening and enhancing communication. Let’s dive into what’s new! View complete technical email details. For those who need deeper visibilityWindows Desktop App - request to add minimization/startup options
Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menusAccounting of Amazon
I have recently started selling on Amazon.in and I am facing issues with different types of transactions: What entry to do in case of return? If I had sent two products and customer returned both the products but I had received only one and got the claimCompose Emails Faster Using Templates and Snippet
Hello everyone, We have made an enhancement to the Send as Email option in Tickets. Agents can use templates and snippets to draft their response, which helps save time and maintain consistency. The Send as Email page will display the available templatesCustomize Colors used on graphs and charts according to users desire.
It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!Emails not integrating
My emails from Hubspot did not integrtate over. How do I fix that?Creating meetings from an email
Hi. Similar to Outlook, it would be helpful if a meeting can be scheduled from an email so that the attendees need not be manually entered every time it's created.Zoho Social API for generating draft posts from a third-party app ?
Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.CRM Percent custom fields: When will it show the % symbol and behave like %?
1. Actually Percent custom fields fail to show the % symbol. 2. When in formulas Percent fields work like number: 100 x 5% = 5 ideal world 100 x 5% = 500 what happens actually 3. When importing Percent fields the % symbol has to be removed and the dataDeprecation of the Zoho OAuth connector
Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connectorRouteIQ for Zoho FSM
Beste, Zou wel top zijn dat we een RouteIQ hebben voor FSM aangezien we constant moeten zien wat de beste route is voor onze monteurs. Nu moeten we een speciale aparte programma hebben om de beste route te berrekenen voor onze monteurs aangezien de planningLet us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing forChanges to the send mail Deluge task in Zoho CRM
Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?Next Page