Questions on Blueprint
Why should I prioritize blueprints? How do I prioritize them?
Qntrl associates a card with a blueprint based on the criteria that matches. If more than one blueprint fulfills the card's criteria, Qntrl chooses the blueprint that is prioritized higher. Blueprints can be prioritized using the reorder option. ...
Why should the first blueprint in an orchestration be created without any criteria?
Criteria helps cards to get associated to blueprints. In case, a card does not match with any criteria of all the blueprints, it gets mapped to the blueprint without any criteria.
If I make changes to an active blueprint, will it reflect in the associated cards?
Yes, the changes made to a published blueprint reflect on the associated cards once the blueprints are published again. You can edit a blueprint in two ways. Navigate to and select Orchestration from the menu . Hover over an orchestration name, ...
What are Blueprint drafts?
If a Blueprint is not published, it can be saved as a draft . Drafts will be available for you to experiment with, without affecting any existing records. You can toggle between the Draft and Published versions in the Blueprint Editor.
What is the difference between instant and schedule actions?
The After Transition allows you to configure two different action sequences to be executed once a transition is complete. Instant Actions in the After Transition tab allows you to trigger action sequences instantly after a transition. Schedule ...
Can I add fields as well as widgets to a transition?
No, you can either add a field or a widget to a transition in the During tab, but not both.
How are blueprints triggered?
Blueprints are triggered when the criteria configured in the blueprint matches the card details. For example, if you set criteria as Reimbursement amount > 5000 in the "Reimbursement process" Blueprint, every time a card with reimbursement amount ...
What happens if a blueprint is deactivated or deleted?
Deactivated blueprints will not be mapped to newly created card requests. However, existing cards remain active. When a blueprint mapped to one or more cards is deleted, the associated cards will also be deleted along with the blueprint. To retain ...
What is a transition in blueprint?
The link between two stages, which allows the blueprint to progress to its next level, is called a transition . Our example contains the following transitions: Review expenditure Notify approval Notify review comments Re-submit reimbursement request ...
What is a stage in blueprint?
Stage is a series of steps that capture progress in a blueprint. A card moves through stages to cover the workflow of a blueprint. Our example contains the following stages: New reimbursement request Reimbursement review in-progress Awaiting ...
What is a blueprint?
Blueprint helps you design a step-by-step workflow for your business processes using a drag-and-drop flowchart builder. More than one blueprint can be built to support a single form. For example, we have created 'Reimbursement process'. This ...