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.
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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 ...
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 ...
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 ...
Creating Conditional Layouts using Layout Rules
What is a layout rule? Your recruitment data is often inter-dependent. When you are creating a record for a candidate, not all the fields in the layout are utilized. For example, if the candidate is a fresher he would not need the Previous Experience ...
If I deactivate a layout, what happens to the records that already belong to that layout and associated workflow rules?
When you deactivate a layout, you will be prompted to transfer the existing records associated to the layout to one of the other layouts in the module. As for workflow rules, they do not get deleted. However, when you remove a layout, the records ...