Cloning a Blueprint
- Add new states to the cloned blueprint: If you want to add more states to the cloned blueprint you can add it while cloning.
- Map the existing states to the new states: You can map the states from the existing blueprint with that of the cloned blueprint. For example, the state "xyz" of the existing blueprint can be mapped with the state "abc" of the cloned blueprint. However, you can map the states only if both the layouts have equal or greater number of values in the picklist field.
- Go to Setup > Process Management > Blueprint.
- Hover the blueprint you want to clone and click More > Clone.
- In the Clone Blueprint popup, do the following:
- Enter the New Blueprint Name.
- Choose the layout from the drop-down list.
-
Select the field from the drop-down list.
Here there are two possibilities.
-
If you have additional stages in your new process, Click Create New States to add them.
-
If both blueprints have equal number of states, simply click Map your existing states to new states finalize the stages for the new Blueprint.
- Click Clone.
- You can always delete the existing states from a cloned blueprint in the blueprint editor.
- Bluprints that are published can only be cloned.
- You can clone an exact copy of the Bleuprint when you are cloning within the same layout and for the same field as that of the original blueprint.
- While cloning blueprints in the Deals module, you can create new states and specify the Probability, Forecast Type, Forecast Category from the Clone Blueprints page.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
Still can't find what you're looking for?
Write to us: support@zohoforms.com
|
Quick Links |
Workflow Automation |
Data Collection |
|
|
||
|
Form Templates |
||
|
|
||
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Zoho DataPrep Resources
Design. Discuss. Deliver.
Related Articles
Blueprint - An Overview
Right from the moment you capture a lead in your CRM system up until deal closure and beyond, your organization may have several sales processes in place. For instance, leads generation and follow-up, deals closure and order management. Each of these ...Create a Continuous Blueprint
Unlike a regular blueprint, which is suitable for an intermittent process, a continuous blueprint allows you to design a process that occurs without any pauses. For example, call scripting. Scenario A sales organization wishes to create a continuous ...FAQs: Blueprint in Zoho CRM
Can I edit a Blueprint stage field to go back to a previous state? No. If you have built a Blueprint on a certain status field, you cannot edit this field while a record is still in the Blueprint. However you can use a simple workaround to roll back ...Troubleshooting Blueprint
1. I am not able to find a blueprint that I created. Check whether All Modules is selected under Setup > Process Automation > Blueprint. Only then Blueprints created for all modules will be displayed in the list view. 2. Transitions are not shown for ...Executing a Blueprint
Access My Blueprint Records Once the Blueprint has been configured, records meeting the process criteria will enter the process and the Transition Owners mentioned in the Blueprint will be able to execute their respective Transitions. In order to ...