Common and parallel transitions | Zoho Creator Help

Common and parallel transitions

Note:
  1. A common transition cannot be parallel transition and vice versa.
  2. Refer here to know the limitations for common and parallel transitions.
Common transition

A transition that can be accessed from multiple stages in a blueprint is called a common transition. Assume the organization Zylker wants an optimal solution for the process reimbursement of the medical claims of it employees. Zylker wants the option of cancelling reimbursement claim to be available at any stage of the process. They can achieve this by using the Common transition in blueprint.

To create a common transition:

  1. Create a blueprint. Drag and drop the required stages and configure the transitions.  Learn more
  2. The reimbursement claims process has four stages: Claim added, Under review, Verified and Settled.

  3. Now drag and drop the new stage called Cancelled and create a transition between Claim added stage and Cancelled stage.

  4. Hover the mouse over the transition and click on the icon that appears. A popup will be displayed.

  5. Click on the toggle next to common transition.
  6. In the drop down select the stages which should be connected to the Cancelled stage.

  7. The common transition has been created.

Parallel transition

When multiple transitions can are required to move from one stage to another then it known as parallel transition. Some business process required multiple steps in order to move to the next stage. Assume Zylker wants to include additional steps of verification before the claim is approved. Zylker wants to verify the authenticity of the medical bills, medical prescriptions and medical reports. They can achieve this by using parallel transitions.

To create a common transition:

  1. Create a blueprint. Drag and drop the required stages and configure the transitions.  Learn more
  2. The reimbursement claims process has five stages: Claim added, Under review, Verified , Settled and Cancelled.
  3. Now insert a transition between the stages Under review and Verified.
  4. Hover the mouse over the transition and click on the icon that appears. A popup will be displayed.

  5. Click on the toggle next to parallel transition.
  6. Click on the  Add  button to add a new transition between the stages. In this case we need three transitions.
  7. The parallel transition will be displayed.

  8. Click on the  +  button to configure the transitions.
  9. The three transitions  Verify bills Verify prescriptions  and  Verify reports  have been configure between the two stages.

  10. The below blueprint contains both the common and parallel transitions.

Related Topics

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • 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 ...
                                                                                                              • Common methods

                                                                                                                The ZCUISDKUtil of Zoho Creator's Android SDK lets you manage the interface of the components of your Zoho Creator applications. Below are the methods available in it. Note: Zoho Creator's Mobile SDK is currently a Beta feature. We do not recommend ...
                                                                                                              • Common errors

                                                                                                                Below are some of the commonly-faced errors that users face while using Zoho Creator's SDK for iOS, and how they can resolve them. Common errors Swift Version mismatch error Form fetch error Error on building the project Error resolution Ensure ...
                                                                                                              • 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 ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources