States and Transitions
States and Transitions form the primary building blocks of a Blueprint in Zoho CRM. Understanding these terms is paramount to desinging a Blueprint.
Each stage in a process is referred to as a "State" in Blueprint. For example, a deal in your sales pipeline goes through different stages such as Qualification, Needs Analysis and Negotiation until it is won/lost. Each of these stages will be called a “State”.
To design a Blueprint, you would simply drag and drop each State into the Blueprint Editor as shown in the GIF below.
Transition refers to the change of State in a process. It prescribes a set of conditions for the records to move from one state to another.
For example, if you wish to move a deal from the Negotiation stage to Discount Approved, certain guidelines have to followed by the sales reps. In this case, you would create a Transition called "Approve Discount" and specify the conditions to be met in order to complete this Transition.
Each Transition you configure will be displayed as a button in the record's details page, as seen in the GIF below.
Each Transition is divided into Before, During and After Transition settings for ease of use.
|Before Transition||During Transition||After Transition|
|Decides who should execute a Transition for which records.||Decides what information should be prompted from the Transition owner in order for the Transition to be completed||Decides the actions to be automated when a Transition has been executed. Example: Send Email, Assign Task, Configure Webhooks, Custom Functions and make field updates.|