Execute Blueprints | Online Help | Qntrl

Execute Blueprints

Execute blueprints 

Blueprints get executed once they are mapped to cards . When a new card is created, it's mapped to a published blueprint with a matching or no criteria. The mapped blueprint can be viewed using the preview button to the right of the page. However, blueprint preview permission can be restricted to user profiles from Profiles .

Users with permissions to perform the cards will be able to view the blueprint’s transitions as buttons in the card page. To perform a transition: 
  1. Navigate to  Cards  and select the card to be executed.
  2. If you have valid permissions to execute the card, you will be able to view all the Next Actions. 
  3. Click the transition name that you need to perform. 
  4. Confirm your action.  



Once a transition is performed, the card progresses to the next stage in the blueprint, and the associated actions, such as triggering emails, updating fields, triggering webhooks, and associating custom functions, get executed. 

While performing the transition, you might sometimes be prompted to fill up field details. In such cases, you can enter the details and either click Save or Save as Draft.            


When a transition is saved as draft,
  1. All users who can perform the transition will be able to view and edit the draft.
  2. Latest edits to the draft will overwrite the previous edits.
  3. If two users are drafting the details simultaneously, only one user will be able to save the draft or create the card. 

Early Access
You can view the time taken to complete each stage of the Blueprint by clicking Preview to the right of the page. However, this feature is not enabled for all users. If you’d like to try it out, please email our support team for early access. 


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        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







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsRetailOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceForms for Solopreneurs
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Forms for Government
                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic FormsInsurance
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsWufoo alternativeEncrypted Forms
                              Accessible FormsTypeform alternativeSecure Forms

                              WCAG

                                          Create. Review. Publish.

                                          Write, edit, collaborate on, and publish documents to different content management platforms.

                                          Get Started Now






                                                            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

                                                                  Use cases

                                                                  Make the most of Zoho Desk with the use cases.

                                                                   
                                                                    

                                                                  eBooks

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

                                                                   
                                                                    

                                                                  Videos

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

                                                                   
                                                                    

                                                                  Webinar

                                                                  Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                                   
                                                                    
                                                                  • Desk Community Learning Series


                                                                  • Meetups


                                                                  • Ask the Experts


                                                                  • Kbase


                                                                  • Resources


                                                                  • Glossary


                                                                  • Desk Marketplace


                                                                  • MVP Corner



                                                                    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 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 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 ...
                                                                                                                            • Custom Function: Move_Job_to_other_Blueprint

                                                                                                                              This custom function can be used to move a card to any blueprint created using the same orchestration, automatically.  Business Scenario In a food processing business, once the food items are packed and ready to be shipped in the Manufacturing ...
                                                                                                                            • 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 ...
                                                                                                                            • 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.   ...
                                                                                                                              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