Parallel and Common Transitions | Online Help | Qntrl

Parallel and Common Transitions

Parallel Transitions 

Some workflows require multiple transitions before they can move to the next stage. For example, when a customer purchases your product, several teams might be involved in processing the order, be it Finance, Legal, and Sales. The purchase can only be completed after the order is approved by all these teams. 



Here, all three transitions— Generate finance invoiceGenerate legal agreement, and Generate sale closure document—need to be executed before the workflow can progress to the next stage. But there are no constraints in the order in which the transitions are executed.
 
If your business case requires more than one transition for a single stage to progress, you can use parallel transitions. 

Create parallel transition

  1. Navigate to  and select  Orchestration  from the menu.
  2. Click on an existing orchestration or create a new one. Learn how to create an orchestration. 
  3. Navigate to Step 2:  Design Blueprint.
  4. Mouse over a transition name and click  to view a pop-up.
  5. Enable the button next to  Parallel Transition.
  6. Enter the transition name and click  Save
    1. To add more parallel transitions click  Add.
  7. Save  the blueprint. 



  1. You can add up to four parallel transitions between two stages. 
  2. Only one set of parallel transitions can be created between two stages.
  3. Only two sets of parallel transitions are allowed from the same stage.

Explore business scenarios for parallel transitions

Convert independent transitions to parallel transitions

You can only create one set of parallel transitions between two stages but any number of independent transitions can be created. You can also convert independent transitions into parallel transitions.  
  1. Mouse over an existing parallel transition and click   to view a pop-up.
  2. Click  Associate.
  3. Choose the required independent transition names from the dropdown. 
  4. Save the blueprint and publish the orchestration.    



The selected transitions will be added to the existing parallel transitions.

To convert parallel transitions into independent transitions, disable the button next to Parallel Transition

Business scenarios 

Case 1: 
Helen is searching for an optimum solution to accelerate the employee onboarding process in her organization. The process requires multiple activities to be carried out by different teams at once. Helen uses parallel transitions to solve her business case. 



Each transition can be associated with a specific team. Here, the transition Initiate bank account is assigned to the Finance team, Initiate insurance plan is assigned to the Insurance team, and Request email account is assigned to the HR team.
 
When hiring a candidate, a new card is created. When this card reaches the stage Process initiated, the associated parallel transitions will be visible to the assigned teams. The card can only move to the next stage when all three parallel transitions are completed.


Case 2: 
Steve is automating the exit process for the employees in the organization. When everytime a user initiates the exit process, the parallel transitions are triggered. Steve also adds an independent transition named  Emergency Termination to handle rare emergency terminations.



When a card is mapped to this blueprint, the user can either perform all the parallel transitions or perform the independent transition to move to the next stage. 

Common Transition

A transition that can be accessed from multiple stages in a blueprint is called a common transition. 

Create common transition

To create a common transition:
  1. Navigate to   and select  Orchestration  from the menu.
  2. Click on an existing orchestration or create a new one. 
  3. Navigate to Step 2:   Design Blueprint
  4. Mouse over a transition name and click   to view a pop-up. Enable the button next to Common Transition
  5. Select the stages that can pass through the common transition from the dropdown.
  6. Save  the blueprint.   
 

  1. A parallel transition cannot be a common transition.
  2. Stages associated with a common transition cannot be deleted unless the transition is rerouted.  

Business cases

  1. ‘Cancel order’ can be a common transition for online shopping workflows. 
  2. 'Plant inspection for safety precautions' common transition can be performed anytime in a manufacturing workflow.
  3. 'Cancel subscription' common transition can be done at any given time on cloud products or OTT platforms.
  4. 'Donor available' can be a common transition to be done any time a patient awaits a donor.
  5. 'Maintenance for solar panels' common transition can be done anytime once the customer has purchased the panels (within 5 years warranty).

    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


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                        Zoho Marketing Automation

                          Zoho Sheet Reources

                           




                              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 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

                                                                                    • What are common transitions?

                                                                                      Orchestly's Common Transitions help you access a transition from multiple stages. For example, the 'Reject form' transition can be accessed from three stages, 'E-filing form', 'Upload - payroll software', and 'Tax return review in-progress'. 
                                                                                    • What are parallel transitions?

                                                                                      When a business case requires more than one action (transition) to be performed before moving to the next stage of the blueprint, one can use parallel transitions. For example, 'Select tax return plan' and 'Upload proof of investment ' transitions ...
                                                                                    • Qntrl for Zoho Cliq

                                                                                      Zoho Cliq is a team communication application that simplifies collaboration and promotes organized conversations in the workplace. Benefits of the Extension By integrating Zoho Cliq with Qntrl, users can create new cards and work on them in Qntrl, ...
                                                                                    • Automate transitions

                                                                                      Using Qntrl, you can configure transitions to be executed automatically by setting a wait time or a condition. Automate by time Transitions can be configured to execute automatically after a specific time frame.  Navigate to   and select  ...
                                                                                    • Zoho Directory in Qntrl

                                                                                      What is Active Directory?  Active Directory (AD) by Microsoft is a domain management system for centralized networks. Using AD, you can add users, define their privilege, store and manage information, and authorize and authenticate user accounts.  ...
                                                                                    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