How Transition Ownership Works

Transition Ownership precedes Profile Permission, i.e, if a user is made the owner of a transition, they can execute it for a record even if they don't have the required profile permission to access the record.

Transition Ownership precedes  Module & Record Permissions. Users can access records of related modules through lookups while executing transitions.
Example: If a user executes the Submit to Client transition for a Candidate record, they will be able to view and select a Client via a lookup, even if they do not have access to the Client module.

View Blueprint Process 

1. Go to the Details Page of a record which meets the process criteria.
   
2. In the Automation Strip, you will see the current state of the record and the transitions available for that state.
   Transitions are only available for records which meet the criteria specified in the Before Transition.
3. Click View Configured Process. You will see the process flow from the current state to the next state. 

Note: 

The field you used to configure the process will be locked for editing once the record has entered the process. 

For example, if you configured a process automation for a Candidate Pipeline process using the Candidate Status field, you will not be able to manually update the stage once the record has entered the process automation until the process is fully executed. 

Access My Blueprint Records

1. In your Zoho Recruit account, click the My Actions module.
   Under My Actions, records waiting for your approval and Blueprint Transitions are displayed.
2. In the list view, select Only Blueprint.
   
3. Click on any entry to go to the respective record and execute your share of the process.
   

View Blueprint Usage Reports 

Built-in Blueprint Reports

1. Go to Setup > Automation > Blueprint.
   
2. Click the Usage tab.
   
3. The various blueprint reports are listed.
   
4. Click on a report to view the insights.
   Example, the following image is a report on Average time per Blueprint for the Candidate follow-up process.
   This gives you details on the average time it takes to complete a Blueprint from start Transition to any end Transition, within a given time period.
   

Customized Blueprint Reports

1. Go to the Analytics module and select the Reports sub-section.
   
2. Click Create Report.
   
3. Select the primary module: Example, Candidates.
   
4. From the list of Related Modules, select the appropriate process from the list of blueprints in your account.
   
5. Select a Report Type. Example, Summary Report.
   
6. Select the columns you wish to have on the report. You can select the required details from the Blueprint section on the list of available columns.
   
7. Add Filters if required.
   
8. Name the report and sort it into a folder. Example: Hiring Process Blueprint Status Report.
   
9. Run the report to see the blueprint details of each candidate.
   

Choose bulk actions in Blueprint   

Points to remember:

1. There are currently no limits to the number of processes you can create using Blueprint.
   
2. Remember that processes will be executed in the order they are listed in the Blueprint page. You may reorder the processes.
   
3. When you have all the automation features configured, the order they are executed in is: assignment rules, workflow processes, approval process, and finally Blueprint.
   
4. Different users can own different transitions in a process. If a user does not have access to a record but is set as a transition owner, then the user will be able to execute the transition but not edit the record.
   
5. Users with the Interviewer or Guest profile will not be available to choose from Owners in the Before Transition stage of a process.