Zoho CRM - Conditional Assessment for Blueprint Automatic Transition

Zoho CRM - Conditional Assessment for Blueprint Automatic Transition

Hi,

Currently, in Zoho CRM’s Blueprint process, the Automatic Transition feature does not allow for conditional assessments before execution. This limitation significantly impacts workflows where a transition should only occur when certain predefined conditions are met.

Suggested Enhancement:

We propose adding a “Condition” field to Automatic Transitions, similar to how conditions work in Manual Transitions. This would allow users to:
✔ Define specific criteria (e.g., field values, record status, related module conditions) before an Automatic Transition is triggered.
✔ Prevent unintended transitions and ensure data consistency in automated workflows.
✔ Reduce dependency on custom functions or scripting, making process automation more intuitive and manageable.

Use Case Example:

Imagine a sales pipeline where a deal should automatically move from “Proposal Sent” to “Negotiation” only if the Quote Status is “Accepted.” Currently, Automatic Transition moves the deal forward unconditionally, which may lead to process errors. A condition-based approach would allow transitions to execute only when the defined logic is met.

We believe this feature would greatly enhance workflow automation flexibility and reduce unnecessary manual interventions in business processes. Looking forward to your consideration.

Best regards,
Onur Gulay
Smile Center Turkey®


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