Editing stages and transitions   

Edit stage   

1. Navigate to  and select Orchestration from the menu.    
   
2. Select an orchestration whose stage you want to edit.   
   
3. Click on the Design Blueprint tab.   
   
4. Select the stage you wish to edit and make the modifications.    
   
5. Click Save and Publish the orchestration.   
   

The changes will be reflected only if the orchestration   is published.                       

Remove stage    

1. Navigate to  and select Orchestration from the menu.    
   
2. Select an orchestration whose stage you want to edit.   
   
3. Click on the Design Blueprint tab.   
   
4. Select the  stage and click  in the top-right corner.   
   
5. Confirm your action.   
   

• The stage will be moved to the 'List of available stages' column on the right.   
  
• If the stage being deleted is active in one or more cards, you will receive a prompt while publishing the blueprint suggesting you to map the cards to a new stage before deleting.                  
  

Edit transition   

1. Navigate to  and select Orchestration from the menu.    
   
2. Select an orchestration whose stage you want to edit.   
   
3. Click on the Design Blueprint tab.   
   
4. Select the transition you wish to edit and make the modifications.    
   

The changes will be reflected only if the blueprint is published.                       

Remove transition   

1. Navigate to  and select Orchestration from the menu.    
   
2. Select an orchestration whose stage you want to edit.   
   
3. Click on the Design Blueprint tab.   
   
4. Select the transition and click  at the top-right corner.   
   
5. Confirm your action.    
   

The removed transition will not appear in existing cards.   

Add multiple blueprints   

For example, if Helen wants to handle reimbursement workflow with different set of steps for a confirmed employees and interns, we can create two different blueprints and set relevant criteria in each blueprint to map cards through the right blueprint. 

1. Navigate to    and select  Orchestration  from the menu. 
   
2. Hover over an orchestration name, click       and then select  Add New Blueprint. 
   

Manage associated blueprints    

1. Navigate to     and select  Orchestration  from the menu. 
   
2. Hover over an orchestration name, click      , and then select  View Existing Blueprints.  
   

Clone blueprint  

1. Navigate to     and select  Orchestration  from the menu. 
   
2. Hover over an orchestration name, click       , and then select  View Existing Blueprints. 
   
3. Hover over the blueprint you want to clone and click      . 
   
4. Select  Clone. 
   

Reorder blueprints   

1. Navigate to     and select  Orchestration  from the menu. 
   
2. Hover over an orchestration name, click       , and then select  View Existing Blueprints. 
   
3. Click       next to   Choose from existing blueprints. 
   
4. Drag and drop your blueprints to order them according to your priority. 
   
5. Click  Save. 
   

A minimum of two blueprints is required to reorder blueprints for an orchestration.                                  

Activate or deactivate blueprint  

When an associated blueprint is deactivated, it will no longer be available to create cards. Cards already created using this associated blueprint will remain active. 

1. Navigate to     and select  Orchestration  from the menu. 
   
2. Hover over an orchestration name, click       and then select  View Existing Blueprints. 
   
3. Choose    next to Choose from existing blueprints. 
   
4. Toggle the button at the right end to activate or deactivate the blueprint. 
   
5. Click  Save. 
   

Delete blueprint  

1. Navigate to     and select  Orchestration  from the menu. 
   
2. Hover over a orchestration, click       , and then select  View Existing Blueprints. 
   
3. Hover over the blueprint you want to delete and click      . 
   
4. Select  Delete. 
   
5. Confirm your action.