Create and manage blueprint
Configure during actions in transitions
The transition section has three parts: Before, During, and After. The During part consists of actions to be performed when the transition occurs. In other words, when the transition owner carries out the transition. The During transition allows you ...Blueprints Quickstart Guide
Sample Use Case A software company can use the Blueprints feature to track and manage the software development lifecycle. Various blueprint actions are needed to mark the present status of each stage, for example -- when a feature request is ...Disable blueprint
To disable a blueprint: Click on Workflows to navigate to your Workflow Dashboard. Click on the Blueprint tab. Navigate to the blueprint that has to be deleted and click on the Enabled toggle icon that appears next to it. In the popup that appears ...Delete blueprint and stages
Remove stage Delete stage Delete a blueprint Delete last blueprint Remove stage To remove a stage in blueprint: Click on Workflows to navigate to your Workflow Dashboard. Click on the Blueprints tab. Click on the required blueprint. The blueprint ...Understand blueprint field
The stages created in a blueprint will be stored in the hidden system field called Blueprint_stages. This system field cannot be modified by deluge or through UI actions. The field will not be visible in the form. But we can add them in the report ...Configure after actions in transitions
The transition section has three parts: Before, During and After. The After part consists of actions to be executed after the transition is triggered. To configure after actions: Once a new transition is created the Before and After sections will be ...Configure before actions in transitions
The transition section has three parts: Before, During and After. The Before part consists of the conditions on which the transition should be triggered. To configure before actions: Once a new transition is created the Before and After sections will ...Understand transition owners and criteria
Transition owner Transition criteria Transition owner Transition owners are the users who can view and perform the transition. Based on the requirements, each transition can have one or more transition owners. You can choose individual users, ...Common and parallel transitions
Note: A common transition cannot be parallel transition and vice versa. Refer here to know the limitations for common and parallel transitions. Common transition Parallel transition Common transition A transition that can be accessed from multiple ...Create blueprint
To create a blueprint: Click on Workflows to navigate to your Workflow Dashboard. Click on the Blueprints tab. Click on the New Blueprint button. Choose the form for which the blueprint should be created. Enter a name for the blueprint. Configure the ...Understand stages and transitions
The blueprint has two key components - Stages and Transitions. Stages - These are the different milestones in the process. Transitions - These are the intermediate phase between two states. They act as a link between the two states and the conditions ...Understand blueprint
A Blueprint is an online replica of a business process. The blueprint helps in streamlining the process management in an organization by facilitating automation, validation and collaboration among various stakeholders. The blueprint enables you to ...
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