Naming the Transitions

Now that we have the general outline of the blueprint, we name the transitions, the actions that occur between states.

The names you assign to transitions here are the names that appear on the blueprint transition buttons on the front end, in a record.

For example, look at this small section of the blueprint. When a record has a status of ‘Interested’, it can then move through the transitions to the ‘Not Qualified’ or ‘Qualified’ status.

Then, on the front end, we see that the record owner of the interested George Washington can either ‘Create a Deal’ or ‘Create a Contact’

So, keep the front end of the blueprint in mind when layout out and naming transitions. We want to keep it simple and intuitive for users to understand.

Once you have named all transitions, you can then ‘Save as Draft’ to not lose any work you have done.