Introducing Color and Order Preferences for Blueprint Transitions

Introducing Color and Order Preferences for Blueprint Transitions

Blueprints exist to improve the efficiency of your company's processes and ensure compliance — but only if your users follow them promptly. More often than not, your users may find it challenging to adopt your processes and follow through on them, especially when they are complex. You may find that many transitions are yet to be executed and records get stagnated at different stages. One of the many reasons could be that your users find it hard to navigate the UI and are sometimes unsure of which transitions to execute. So here, we bring to you a couple of improvements in that department. We have given you the facility to enhance the interface of Blueprints for your users so that they find process compliance easy as well as exciting!

You can now reorder and set color codes for Transitions in Blueprint. This will be useful in organizing transition buttons on the record detail page based on your process needs.

1. Color code your transitions

Consider that there are several transitions emerging out from a specific state in a process. They are all currently displayed in a particular color and order. What if there's more than a handful of transitions, which may yield positive and negative outcomes. For example, a deal currently in the "Negotiation" stage could emerge out to be approved, rejected, on hold, reassigned and so on.

For a sales rep looking at these transition buttons, it could be overwhelming or confusing as to what possibilities there are for the record at that stage in the process.

So, instead of all the transitions being a default blue, if the "Approve" transition could be displayed in green, and "Reject" transition could be in red while "On hold", "Reassign" could be in orange — this color coding could give the sales rep a quick sense of possibilities and outcomes from the stage.







How it works:
While configuring your Blueprint Transitions, you will now have an option to choose from a color palette, the specific colors you would like for that particular transition.



As you build your transitions, you could also define their color codes, so that it enhances your sales reps' user experience and improve the adoption of your processes.


2) Reorder your transition buttons

You can also reorder transitions to decide the order in which they appear on the detail page.

Simply head over to the specific State for which you want to order the transition buttons. Hover over that state and click the Reorder Transitions icon.




Notes:
  • Please note that the Reorder Transition icon appears only for States that have more than one transition.
  • Also note that this color coding and reordering has no interference whatsoever with Canvas, as the Blueprint widget is a single unit in an overall Canvas editor. While you can move around the Blueprint widget in Canvas, you cannot edit within the widget. For that, you can make use of the color and order preference of Transitions within Blueprint itself.
  • Color and Order Preference in Blueprint is being rolled out in a phased manner based on DC. This is now open for all DCs except EU & US phased manner. Watch this space for updates. 

    Nederlandse Hulpbronnen


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