Troubleshooting Blueprint | Zoho CRM - Help

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 a user with a custom profile.
If a particular transition, which is visible to admins, is not also visible to users who have a custom profile or a particular role, or who are part of a specific department, make sure the user has been added to the Before part of the transition. Then the transition will be available in the record detail page.

3. Will a record that enters a Blueprint go through an approval process?
No, it won't. The order in which the automations are executed is : assignment rules > workflow rules > approval process > Blueprint > case escalation rules.
It means the record would have already gone through the approval process before entering Blueprint.

4. Why is the state showing as "None" when I create a Blueprint?
The state "None" appears for all picklists in the Deals module, except Stage. If you do not want to trigger the blueprint when the stage is "None", then give the entry criteria as "Pick list is Not Empty", or remove the None state.

5. Some fields are not displayed when I create a Blueprint. Why is this?
File upload and image upload fields are not supported in the During action of a Blueprint or in the transition criteria.

6. How is the related list checklist on the record detail page created?
If you have created a checklist in the During action for a transition, it will appear on the record detail page as a related list once the user completes the checklist for the record in the Blueprint.

7. Why is a record not entering the Blueprint?
Make sure that the record matches the entry criteria set for the Blueprint. Blueprints will also not trigger for unapproved or rejected records.

8. Why are records created through APIs not entering the Blueprint?
Ensure the Blueprint trigger is added in the request body of the API code.
Sample format:

9. I have completed two out of three checklist items specified in the Blueprint, but the checklist is not appearing in the record's related list.
The checklist will only appear in the related list when all items on the list and the transition itself are completed.

10. Why can't I rearrange the transitions in the Blueprint?
Due to the way Blueprints are designed, the transitions will be shown in the order they are created and cannot be rearranged.

11. We have a layout rule to display the "Industry" picklist when the Company Name field is filled in. But this picklist does not appear if the record fields are filled in via a Blueprint transition. Why is this?
The field will only be displayed when a record is filled via a Blueprint if it is set as Mandatory in the layout rules.

12. When I publish the Blueprint, I see an error message which says "There are one or more loops found in your Blueprint. When stuck in a loop, the record remains inside this Blueprint with no possible exit through transitions." I cannot save it.
This alert indicates that a record will get stuck a loop cycle going through the same transitions over and over with no way to exit the loop in order to complete the process of the Blueprint. Click on the Review button to view and resolve the loop.
For example, in this Blueprint, the "Re-attempt" and "No answer" transitions (indicated with red lines) shows the loop.

13. I have set notes and attachment as mandatory for a particular transition but when I run the Blueprint, I cannot find the button to save it and am just shown the next transition.
If a Blueprint is set as continuous and you have set the notes and attachment as mandatory, during the process, Blueprint will show the next available transition instead of the Save button.
Screenshots for comparison

14. Why am I getting an error alert when I add criteria to a blueprint?
You may have reached the maximum limit for criteria in a Blueprint , which is 25.

15. I have added a new state in the Blueprint but its not visible in the record's picklist field. How can I fix this?
Blueprints are layout specific. Please ensure that the record is assigned to the layout where the new state was added.

16. I need to insert more message content in the During transition, but I am seeing an error "Message must be less than or equal to 300". Is there any workaround for this?
Yes, there is a workaround. You can add the content in multi-line field and insert it into the message content using a #multiline merge field.


    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

                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.

                                                                                                  • Related Articles

                                                                                                  • Troubleshooting Workflows

                                                                                                    1. A workflow was not triggered for some records. Confirm the source of the record. Make sure it was not created from the Sheet view or via import. If the record source is API , "trigger["workflow"]" must be included in the API json body. The ...
                                                                                                  • Designing a Blueprint

                                                                                                    Building a process is largely a 3-step procedure. Enter Basic Info: Specify the module , layout and field for which the process should be created. Define the Process Flow: In the Blueprint Editor , define the process flow right from the Starting or ...
                                                                                                  • Troubleshooting Data Backup

                                                                                                    1. My scheduled data backup is not ready for download in CRM. What should I do? The screenshot below is the default data backup screen in Zoho CRM and will appear when there is no data backup schedules. The screenshot below shows what the page will ...
                                                                                                  • Troubleshooting Data Storage

                                                                                                    1. My data storage was full, so I deleted many unnecessary records but the storage still shows as full and I cannot add new records or notes. The data and file storage in your organization is checked and updated once an hour. This means that it will ...
                                                                                                  • Troubleshooting Data Import and Export

                                                                                                    1. When I try to import leads, I get an error message which says "Duplicate record exist in system: Email." I've checked my CRM data and there is no duplicate record with the same email address. How do I resolve this? Once you have ensured there is ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace



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


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


                                                                                                      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