How can I prioritize my blueprints?

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• Other actions in Blueprints

  Edit blueprint Navigate to   and select Automation  from the left panel. Select the blueprint that you wish to edit from the list of available blueprints. Make the necessary modifications and click Publish . Filter blueprints using layouts Navigate ...

• Design Blueprints

  Once a layout is defined, the next step is to design blueprints capturing the workflow.  What is a blueprint? A blueprint is a step-by-step workflow that automates all the processes that occur in your organization.  The easiest way to design your ...

• Publish and execute Blueprints

  Publish blueprints Several conditions need to be satisfied for a blueprint to be complete and fit to publish: The first stage must always be open. Every stage must be linked to the start stage. Every stage must have an incoming transition. Every ...

• How to view the blueprints associated to a layout?

  To view the list of blueprints linked to a layout, hover over a layout and click Manage Blueprints from the pop-up. All the blueprints associated to the layout will be listed. Learn the detailed steps here.

• 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 ...