Why can I not set criteria for the first blueprint in an orchestration? | FAQs | Qntrl

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.

    Access your files securely from anywhere

      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









                                                                                                              • Related Articles

                                                                                                              • Other actions in Blueprints

                                                                                                                Editing stages and transitions    Edit stage    Navigate to  and select Orchestration from the menu.     Select an orchestration whose stage you want to edit.    Click on the Design Blueprint tab.    Select the stage you wish to edit and make the ...
                                                                                                              • Step 4: Review Orchestration

                                                                                                                The fourth and final step is to  Review Orchestration . This step helps you review the newly created blueprints, validate the blueprints, and publish the orchestration.   Select validated blueprints to publish the orchestration. If a blueprint you ...
                                                                                                              • 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 ...
                                                                                                              • How can we choose a specific blueprint for a card when there are multiple blueprints in an orchestration?

                                                                                                                Qntrl provides two ways to choose a blueprint for a card. Set specific criteria while creating Blueprint . Every time a card matches the blueprint's criteria, the card is associated with the right blueprint. Move the card from one blueprint to ...
                                                                                                              • Step 2: Design Blueprint

                                                                                                                Once the form is created, the next step is to design blueprints to capture the whole workflow step by step.     Blueprints help you define the step-by-step approach of a workflow. A blueprint is a replica of offline business processes where the ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

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



                                                                                                                  eBooks

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



                                                                                                                  Webinars

                                                                                                                  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