Blueprint
If a record meets the criteria of many Blueprints, which one gets executed?
The order in which the Blueprints have been listed decides the order of execution. If a record meets criteria of multiple Blueprints, whichever Blueprint appears foremost in the list gets executed. You can reorder Blueprints at any time based on ...
Can I mandate the status update of a Task in the During Transition settings?
Currently, you cannot associate a task update as part of the During Transition settings. This is, however, expected soon.
Can a Transition Owner execute a Transition even if he/she does not have access to the record?
Yes. When a Transition is assigned to a user who does not have access to the record, the user will be able to perform that Transition but not edit the rest of the record. A Transition owner can access records assigned to him/her from the My ...
Can Workflows or Approvals or Assignment rules overwrite Blueprint?
Other than Workflow, no other automation tool can override any action of Blueprint.
I have configured a Blueprint. But records have not entered the process even though they meet the Blueprint criteria. Why?
A Blueprint is disabled by default. Make sure that it is enabled. A Blueprint could be created for specific layouts. Verify if the record in question belongs to the layout specified in the Blueprint settings. If your Blueprint entry criteria ...
I have deleted Blueprints associated with a pick-list field, yet I am unable to edit the pick-list values.
If you wish to edit the values of a pick-list field while you have Blueprints based on it, you will not be able to edit the values until the Blueprint is deleted. Even after deleting the Blueprint, if you continue to get the error, it means you have ...
How can I create my own sales process in Zoho CRM?
You can use Blueprint to create your own sales process. Learn more about Blueprint here.
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.
I have created a Blueprint as a Continuous Blueprint. How do I switch to a regular blueprint?
Currently, you can't switch from a continuous blueprint to a regular blueprint. However, an update is expected shortly.
If a user doesn't have access to a particular record but is made a transition owner, can that user execute the transition and edit the record too?
Blueprint overrides the field access rights set for a user. For example, if a user has Read-Only access to the Amount field, but needs to execute a Transition that mandates the Amount field, he or she can update the amount while executing the ...
I would like to send email alerts after a transition has taken place in Blueprint. Is this possible?
Yes, you can configure your Blueprint to send email alerts after transitions. You just need to configure the transition by choosing Email Alerts under the After Transition stage of your Blueprint. Read more about actions that can be automated in the ...
Is there a limit to the number of Blueprints I can create in Zoho CRM?
Yes. Blueprint is available from the Professional Edition onwards. Following are the limits for Blueprint in Zoho CRM. Professional - 3 (includes default Blueprints) Enterprise - 20 (includes default Blueprints) For further limits on Transitions and ...
How will I know the number of records that are currently in a Blueprint and how many records have completed processing a Blueprint?
You can check for these details by going to Setup > Automation > Blueprint > Usage. You will not just get reports of how many records are in a Blueprint and how many records have completed processing a Blueprint, but also reports on Average time ...
I have assigned a Transition to a specific user but the Transition is visible to other users as well. Why?
A Transition will still be visible to users other than the Transition owner, if the user is on the Administrator profile.
How are Blueprints in Zoho CRM different from Zoho Flow?
Blueprint allows you to create a replica of your offline business process in your CRM. From lead generation to deal closure, an organization follows multiple business processes. You can use blueprints to give your CRM users a guide for how to carry ...
Can I edit a Blueprint stage field to go back to a previous state?
No. If you have built a Blueprint on a certain status field, you cannot edit this field while a record is still in the Blueprint. However you can use a simple workaround to roll back to a previous state. This answer is provided in two parts. a)Why ...