Blueprint Required Field Record For Free

Go to Setup > Automation > Blueprint . Click Create Blueprint . In the Create Blueprint popup, choose the module, layout and field for which the process is being created. In our scenario, since the process is Deal Follow-up, let us choose the Deals module, Standard layout and Stage field.

A Blueprint is simply an online replica of a business process. It captures every detail of your entire offline process within the software. It facilitates automation, validation and collaboration of teams, thus making your process more efficient and free from loopholes.

2. Is CommandCenter a replacement for blueprint? No, CommandCenter is not a replacement for blueprint as the features address different problems. Blueprint allows you to mandate certain guidelines for different business activities.

Blueprint ensures everyone in your team follows the process just as you've designed it. For example, when your team is in the process of closing a deal, Blueprint helps you ensure certain conditions, like fixing the maximum discount or negotiation period, are met.

Click Create Blueprint . In the Create Blueprint popup, choose the module, layout and field for which the process is being created. In our scenario, since the process is Deal Follow-up, let us choose the Deals module, Standard layout and Stage field. Specify criteria for records to enter a process, if applicable.

One of the common questions from Zoho One users is ?what is the difference between a Zoho CRM workflow and a Zoho CRM blueprint?"The main difference between a workflow and a blueprint is how the automation is triggered. A Zoho CRM blueprint is triggered by clicking a button.