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 start the process, you must know which records are waiting for you to perform your part of the actions in the entire process.
To access your Blueprint records
- In your Zoho CRM account, click the My Jobs module.
Under My Jobs, records waiting for your approval and Blueprint Transitions are displayed.
- In the list view, select Only Blueprint.
- Click on any entry to go to the respective record and execute your share of the process.
View Configured Blueprint
To view configured Blueprint
- Go to the Details page of the record meeting the process criteria.
- In the Blueprint Strip, you will see the current State of the record and the Transitions available for that State.
Note that Transitions are made available only for the records meeting the Before Transition criteria.
- Click the View configured actions link.
You will be able to see the process flow from the existing State to the next State.
Here, it is important to note that the field using which you configured the Blueprint will be locked for editing once the record has entered the process. That is, say you have configured a Blueprint for Deal follow-up process using the Stage field. Once a record has entered the Blueprint, you cannot manually update the Stage until the Blueprint has been executed completely.
Execute a Blueprint
Once records meet the entry criteria of a Blueprint, they become active records in the process. A Blueprint can be executed in your web account as well as the Zoho CRM Mobile App.
Execute a Blueprint in the CRM web account
In your Zoho CRM account, the Detail page of the record displays the Current State of the record and the Transitions available for that State. To execute a Transition, simply click the suitable Transition button.
See also: Creating a Blueprint.
For instance, as per the Blueprint expained here, deals more than $50000 enter the Deal follow-up process. The Transition Owners will be able to click the respective Transition buttons and execute the Blueprint.
As each button is clicked, a popup appears, prompting the user to add notes, update fields as defined by the Blueprint. For example, on clicking the Negotiate button, a Transition owner is prompted to enter the fields as mandated in the During Transition settings and proceed to the next State.
Following are the different elements to note while executing a Transition.
- Message and Notes prompts
If you have configured messages and mandated notes, the Transition would appear as seen in the image below. Here, the requirements and discount details have been prompted.
- Attaching documents
If you have mandated attachments, they would be prompted in the Transition as seen in the image below. This is similar to the Attachments related list, where you can upload documents from your desktop, Zoho Docs, Documents tab or a URL attachment.
- Striking off Checklist items
A Transition cannot be saved until the Checklist items are scored off. A list of To-dos are being scored off in the image below.
- Entering fields and validations
If you have configured mandatory fields from the primary Blueprint module and related modules, the Transition owner will be prompted to enter the values for these fields here. If you have also configured validation criteria for any of the fields, the system will check the validation rule and let the changes to be saved only when the value satisfies the criteria.
Here, a discount of more than 20% throws an error.
- Associating related items
When you have mandated associated items such as Quote, Tasks etc, the Transition owner will be prompted to enter these as well on executing a Transition. Here, during the Contract stage of a deal follow-up process, a user is prompted to enter the quote and create a task.
- Saving a Transition partially
When you mandate a lot of information during a Transition, it may not always be possible to enter all of them at one go. In the Negotiate Transition, perhaps you have entered all the mandatory fields, but you need some more time to score off the checklist items on SLA documents. In this case, you can save a transition PARTIALLY. Which means, say, 5 out of 10 details you have entered will be saved at the moment - but the record will still be in the Negotiate stage. You can come back to this record when you are ready, enter the rest of the details and SAVE the transition. Once all the details as required by the During Transition settings have been entered, the record will be moved the the next State in the Blueprint.
Note that the facility to save a Transition partially is not supported for a Continuous Blueprint, as the nature of Continuous Blueprint is meant to be executed at one go, and not intermittently.
Repeat this activity of clicking each Transition button and complete the specified actions until you come to the end of the process.
Execute a Blueprint on the CRM mobile app
A Blueprint that you have configured in your Zoho CRM web account can be executed on the mobile app. Suppose you are out on a field visit to meet a customer regarding a deal and the deal has progressed from Qualification to Negotiation. You can update the stage right there on the app.
To execute a Blueprint using the CRM app
- Tap the module for which you wish to execute the Blueprint. Example, Deals.
- Tap the record in question.
You will see a Blueprint Strip that displayes the Current State as well as the Transitions that must be executed in order to progress to the next State.
- Click the required Transition and complete the requisites as directed. Example, Negotiate.
If the values you enter are unacceptable, you will see relevant error messages as configured in your Blueprint.
This way CRM guides and validates a sales process.
- Once you have entered the acceptable values, click Save.
The record is now moved to the next State in the process.
In a similar manner execute each subsequent Transitions until the process is completed.
- Blueprint is available in Zoho CRM for Android from (v3.2.16) onwards.
- Blueprint is available in Zoho CRM for iOS from (v3.2.9) onwards.