Overview

• Stages - These are the different milestones in the process.
• Transitions - These are the intermediate phases between two states. They act as a link between the two states, and the conditions that have to be satisfied for moving between one state to another is defined here.
  

Stages

Transitions

The transitions are the intermediate phases between two states. They contain the criteria which must be satisfied for the record to move from one stage to another. It can also have a set of configured actions that have to be performed while moving between stages. For eg: Send mail to the job seeker when the record progresses from the "Applied" stage to "Resume Selected" stage.

The transition contains three parts:

1. Before - This consists of the conditions on which the transition should be triggered.
   
   • Transition owner - Transition owners are the users who can view and perform the transition. You can choose individual users, profiles, and user fields as the transition owners. If no transition owner is selected then all users will be able to view and perform transitions.
   • Criteria - Transition criteria is the condition which determines when the transition owner can perform the transition. Click + to add more criteria. You can also set logic between criteria using OR and AND expressions. For 'AND', every criteria must be true and for 'OR', only one of the criteria must be true.
   • Tooltip message - The user can enter a tooltip message which will displayed.
   • Require confirmation - The user can choose whether to ask confirmation before performing the transition.
2. During - This consists of actions to be performed when the transition occurs. Any one of the below two actions can be chosen to be performed during the transition.
   

   • Update field - This allows to view and update selected fields of the current form during transition.

   • Open a Form - This allows to open another form and add a new record to it when transition occurs.

   
   
   Note: When you switch between the Update Fields and Open Form options, any previously made configurations will not be retained. 
   
3. After - This consists of actions to be executed after the transition is triggered. The actions available are : Notification, Data access, Integrations, and Deluge script.
   

There are two types of transition:

• Common transition
• Parallel transition

Common Transition:

A common transition is the one which can be accessed from multiple stages in a blueprint. For eg: Consider online order management the customer can cancel the order at anytime so the cancel order transition will be available across all the stages.

Parallel Transition:

A parallel transition occurs when multiple transitions need to move between stages at the same time. For eg: hostel fee, college fee and book fee all should be paid only then the record should be marked as fee paid.

Points to note

1. A common transition cannot be a parallel transition and vice versa.
2. If a record is associated with the blueprint then a strip would be visible in the record’s detail view in all the reports. This strip will contain the current stage of the record and the next available actions (i.e transitions). The visibility of the strip depends upon the transition owner and criteria, only if both are satisfied that strip will be visible.
   
3. If a record is associated with a blueprint, a strip will appear in the record’s detail view across all relevant reports. This strip displays the current stage of the record and the next available transitions. It will be visible based on the transition owner and the defined criteria.
   
4. Every stage created for the form will be stored in the hidden system field 'blueprint stage'. This stage can be added to the report layout and will be accessible in workflow criteria and Deluge.
   
5. You can create 100 stages and 100 transitions for a blueprint.
   

Related topics

• Understand blueprint
• Create blueprint
• Common and parallel transitions
• Understand transition owner