View a Configured Blueprint  

To view a configured Blueprint:

1. Go to the Details page of a record which meets the process criteria.
   
2. In the Automation Strip, you will see the current state of the record and the transitions available for that state. Note that transitions are only available for records which meet the Before Transition criteria.
   
3. Click View configured Process. You will see the process flow from the current state to the next state. 

Note that the field you used to configure the process will be locked for editing once the record has entered the process. For example, if you configured a process automation for a Candidate Pipeline process using the Candidate Status field, you will not be able to manually update the stage once the record has entered the process automation until the process is fully executed. (Attach SS2)

Execute a Blueprint  

When records meet the entry criteria of a particular process, they will become active records in the process. The Details page of the record displays the current state of the record and the transitions available for that state. To execute a transition, click the relevant transition button.      
For example, candidates whose email ends with zylker.com are set to enter the Candidate Pipeline process. The Transition Owners will be able to click the transition buttons and execute the process automation. 

When a button is clicked, a pop-up will appear, prompting the user to add notes or update fields as defined in the process. 
For example, when a user clicks the Hire button, they are prompted to enter a mobile number and the candidate's experience in years. Entering a candidate record with less than three years' experience triggers an error. This allows Recruit to validate the values entered by users.

If you select Allow on Interview Decision Made for any transition in a process, the user will receive an on-screen notification for all the pending decisions.

Note
This option is only available for processes that are created in the Candidates module.

View Blueprint Usage Reports  

Process reports will give you valuable insights about your recruitment processes and how they are being executed.  There are several premade process reports available in Zoho Recruit.. 

To check process reports:

1. Navigate to Setup > Automation > Blueprint
   
2. Click the Usage tab.
   
3. The process reports are listed.
   
4. Click a report to view the insights. 
   

Choose bulk actions in Blueprint   

You can perform actions in bulk in Blueprint, including changing the status of candidates, submitting candidates to the client, and un-associating candidates. When you perform bulk actions, the records already in process will not be affected by the action that has been initiated. For example, you have 10 records and five are in process. If you want to update the status of candidates from Associated to Schedule Interview, only the records that are not being processed will be updated.

Points to remember  :

• There are currently no limits to the number of processes you can create using Blueprint.
  
• Remember that processes will be executed in the order they are listed in the Blueprint page. You may reorder the processes.
  
• When you have all the automation features configured, the order they are executed in is: assignment rules, workflow processes, approval process, and finally Blueprint.
  
• Different users can own different transitions in a process. If a user does not have access to a record but is set as a transition owner, then the user will be able to execute the transition but not edit the record.
  
• Users with the Interviewer or Guest profile will not be available to choose from Owners in the Before Transition stage of a process.