1. Define each stage in a process and validate essential information.
   
2. Guide your teams through structured execution.
   
3. Automate routine tasks and actions.
   

Availability

Essentials of a Blueprint  

A Blueprint is designed by arranging the stages of a process in a sequential manner. The primary building blocks of a Blueprint are States and Transitions.

1. Each stage in the process.
   
2. The users associated with each stage.
   
3. Actions performed before, during, and after each stage.
   
4. Criteria to validate the completion of a stage. 

State

In a Blueprint, a State defines the stage a record is in at a specific time. States must be dragged and dropped in the Blueprint Editor to design the process flow.

For example, when designing a Blueprint for job openings, selecting Job Opening Status allows you to build processes using various status values as states.

Custom States  

You can create custom states as and when you create blueprint processes. You can manage the newly added state from the Layout Editor in Setup > Customization > Modules.

Transition  

A Transition connects two states and defines the conditions required for a record to move from one state to another.

Types of Transitions  

System Transitions  

System Transitions are predefined transitions present in your Blueprint Editor by default. The table below lists all the system transitions used in Zoho Recruit.

Custom Transitions

Before Transition

In the Before section of the transition, you can:

1. Specify users, roles, or groups who can view the transition.
   
2. Define criteria that dictate when the transition should be available.  

Note:

If Mandate Interview decision is checked, the transition will only be visible after all scheduled interviews are completed.

During Transition  

1. Mandating specific fields from the primary module
   
2. Providing checklists
   
3. Making notes, attachments, and tags mandatory
   
4. Displaying messages to transition owners

For example, while negotiating a candidate's salary, recruiters may be required to enter the percentage increase and attach the final offer letter.

After Transition  

1. Sending email notifications
   
2. Assigning tasks
   
3. Updating fields
   
4. Triggering webhooks and custom functions
   
5. Adding tags 

For example, when an interview is scheduled, an email notification can be sent to the candidate and interviewer automatically.

Global Transitions  

A Global Transition is a transition that can be executed from all states in a process. For example, a candidate can be associated with a job opening even after they are marked as Unqualified or Rejected by the client. A candidate may not be a good fit for a Java Developer, but you may still want to associate them with a different position.