How do I choose the records that should enter a Blueprint that I created?
You can set any entry criteria while creating a Blueprint. Only the records that satisfy these criteria will enter Blueprint in the order in which they are placed under the rule listing page, i.e. under Setup > Automation > Blueprint.
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Create a Continuous Blueprint
Unlike a regular blueprint, which is suitable for an intermittent process, a continuous blueprint allows you to design a process that occurs without any pauses. For example, call scripting. Scenario A sales organization wishes to create a continuous ...
Troubleshooting Blueprint
1. I am not able to find a blueprint that I created. Check whether All Modules is selected under Setup > Process Automation > Blueprint. Only then Blueprints created for all modules will be displayed in the list view. 2. Transitions are not shown for ...
Designing a Blueprint
Building a process is largely a 3-step procedure. Enter Basic Info: Specify the module , layout and field for which the process should be created. Define the Process Flow: In the Blueprint Editor , define the process flow right from ...
FAQs on Blueprint
1. Is there a limit to the number of Blueprints I can create in Zoho CRM? Yes. Blueprint is available from the Professional Edition onwards. From Professional edition onwards there is one default Blueprint available in Zoho CRM. However, the allowed ...
Saving a Blueprint as a Draft
It so happens that sometimes you are not ready to deploy your final Blueprint into CRM yet, and you need to put some more thought into the process flow. When you publish a Blueprint, you will begin having records entering it - so it's not a good idea ...