Other actions in Blueprints | Online Help | Qntrl

Other actions in Blueprints

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   

In some cases, more than one blueprint might be required to capture the workflow.  
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. 

For such cases, Qntrl supports multiple blueprints. You can add more blueprints to the orchestration after it is published or saved as a draft.   
  
To add a new blueprint in an orchestration: 
  1. Navigate to    and select  Orchestration  from the menu. 
  2. Hover over an orchestration name, click       and then select  Add New Blueprint
Follow the steps to create a new blueprint, validate it, and publish the orchestration to use it. 
 


Manage associated blueprints    

To view all the blueprints associated with a particular orchestration: 
  1. Navigate to     and select  Orchestration  from the menu. 
  2. Hover over an orchestration name, click      , and then select  View Existing Blueprints.  
You can view the blueprints associated with an orchestration. You can also create a new blueprint here by clicking the Create New Blueprint  button. To edit a blueprint, click on the required blueprint.  



Clone blueprint  

To clone a new blueprint from an existing 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



Modify the blueprint as required and validate it by clicking  Save and Validate. 

Reorder blueprints   

Reordering helps users to prioritize 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  

Blueprints that are no longer required can be deleted. Once a blueprint is deleted, the  cards associated with the blueprint will also be deleted.  
  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.  
 


Once a blueprint is deleted it cannot be retrieved.  

    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 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

                  Zoho SalesIQ Resources



                      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

                                                          • 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 ...
                                                          • 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 ...
                                                          • How do I add multiple blueprints in Orchestration?

                                                            To add a new blueprint in orchestration,   Navigate to  and select Orchestration from the menu. Hover over an orchestration name, click     , then select Add New Blueprint .
                                                          • How to view the blueprints associated with an orchestration?

                                                             To view the blueprints associated with an orchestration,   Navigate to   and select Orchestration from the menu. Hover over an orchestration name, click     , then select View Existing Blueprints . 
                                                          • Manage Cards

                                                            Users will be able to view, Cards created by them. Cards  requested by them.  Cards  in which the user can perform one or more Actions . Cards created in orchestrations where the user has Access Cards permission.  Access Privileges :   Admin users ...

                                                          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