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 modifications.
-
Click Save and Publish the orchestration.
The changes will be reflected only if the orchestration
is published.
Remove stage
-
Navigate to
-
Select an orchestration whose stage you want to edit.
-
Click on the Design Blueprint tab.
-
Select the stage and click
in the top-right corner.
-
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
-
Navigate to
-
Select an orchestration whose stage you want to edit.
-
Click on the Design Blueprint tab.
-
Select the transition you wish to edit and make the modifications.
The changes will be reflected only if the blueprint is published.
Remove transition
-
Navigate to
-
Select an orchestration whose stage you want to edit.
-
Click on the Design Blueprint tab.
-
Select the transition and click
at the top-right corner.
-
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:
-
Navigate to
-
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:
-
Navigate to
-
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:
-
Navigate to
-
Hover over an orchestration name, click
, and then select View Existing Blueprints.
-
Hover over the blueprint you want to clone and click
.
-
Select
Clone.
Modify the blueprint as required and validate it by clicking
Save and Validate.
Reorder blueprints
Reordering helps users to prioritize blueprints.
-
Navigate to
-
Hover over an orchestration name, click
, and then select View Existing Blueprints.
-
Click
next to Choose from existing blueprints.
-
Drag and drop your blueprints to order them according to your priority.
-
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.
-
Navigate to
and select Orchestration from the menu.
-
Hover over an orchestration name, click
and then select View Existing Blueprints.
-
Choose
-
Toggle the button at the right end to activate or deactivate the blueprint.
-
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.
-
Navigate to
-
Hover over a orchestration, click
, and then select View Existing Blueprints.
-
Hover over the blueprint you want to delete and click
.
-
Select
Delete.
-
Confirm your action.
Once a blueprint is deleted it cannot be retrieved.
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