How do I choose the records that should enter a Blueprint that I created?
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.
Zoho Projects Blueprint helps you define and design a workflow to automate processes in an organized manner. The main components of a blueprint are statuses and transitions: A status indicates what stage a task is in at a particular point in the ...
The Blueprint in Zoho Recruit is an online replica of your offline recruitment process, designed to help you execute the recruitment process in a well-defined, systematic manner with no loopholes. With Blueprint, you can: Define every stage in a ...
View a Configured Blueprint To view a configured Blueprint: Go to the Details page of a record which meets the process criteria. In the Automation Strip, you will see the current state of the record and the transitions available for that state. ...
State Each stage in your recruitment process is a state. They will be the values of a picklist field. Drag and drop a state to begin drawing your Blueprint. Example states: Picklist Values of the Deal Stage field. Contact Qualify/Unqualify Associate ...
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 ...