1. Start > Schedule confirmed ---> Logistics ---> Promotions > Registration setup > Helpdesk setup > Event reminders > Internal review > Event Commenced/Cancelled/On hold

1. Schedule confirmed > {Event space ---> Catering ---> Flight tickets ---> Printer} > Promotions
   

Using Parallel Transitions

With the help of parallel transitions, you can create a group of multiple transitions that go from one state to another, in such a way that they are executed simultaneously.

In our event management example, you can create a transition called "Logistics prep work" which will constitute four parallel transitions. Each transition can be assigned to a team/person and they can simultaneously work on completion of their designated transitions. Only when all four parallel transitions are complete can the primary transition be considered complete.

To create parallel transitions

1. Go to Setup > Process Management > Blueprint
   
2. Click +Create Blueprint, give it a name, select the required module, layout, and criteria.
   
3. Drag and Drop the stages that form a part of the required process and establish process flow by connecting the nodes.
   
4. On the blueprint editor, do either of the following:
   
1. Check the box for Parallel Transition while creating a transition.
   
   
2. Click the + button on an existing transition overlay while hovering over it.
   
   
   
5. Click Save.

NOTES:

1. Users, Roles, Groups mentioned in the Before Section will get the permission for complete set of parallel transitions automatically. On the other hand, Users, Roles, and Groups mentioned in the sub-transition will get the permission for that specific sub-transition only.
   
2. You can set up criteria such that the parallel transitions will be accessible only when these criteria satisfy. Similarly, a specific sub-transition within the parallel transition will be accessible only when the specified criteria are met.
   
3. Just like a Blueprint, you can create During transitions for the sub-transitions in a parallel transition as well. The user will have to check the requirements specified to mark a sub-transition as completed.
   
4. You can set up actions that will be executed once all the parallel connections have performed.
   
5. Widgets are not supported for parallel transitions.

Parallel Transition Execution   

Multiple Transitions

Case 1: Combination of Transitions

Let's take the simple example of contacting a lead. If the lead has been contacted by any of the means—Email, Phone, Text message, the record will move from state None to the state Contacted, if either one of the three available transitions is checked by the user.

Case 2: Combination of Transitions and Sub-Transitions

There can also be situations when your business may have multiple transition options between two stages as combination of simple and parallel transitions.
Consider the case of a vehicle insurance agency. To approve the insurance claim after a client has raised a request, the surveyor needs to verify the vehicle before the claim can be processed further. Now the surveyor could either verify online by asking for videos and photos of the vehicle with other documents or inspect the damaged vehicle in person at the owner's place. In such cases, you can create the normal transition—for offline verification, or parallel transition—for online verification between the two states.

Once the surveyor checks either the normal transition, or both the sub-transitions in case of  the parallel transition, will help in approving the insurance claim.

Reorder Transitions

FAQs 

Is there any restriction on the order sub-transitions are performed?

How are the actions saved?

What if I alter the blueprint while a record is in the middle of a parallel transition?