Table of contents

Table of contents

A software company uses blueprints to track and manage the software development lifecycle. Various blueprint actions are needed to mark the present status of each stage . F or example , when a feature request is received, when the development starts, or when issues are found . The relevant team then moves the blueprint stage (status) to the next stage once they complete their work items. This way the entire development cycle is efficiently tracked and fully automated using workflow actions that are triggered at each blueprint transition (action) .

Topic 1

A care-taking facility wants to search for appropriate caregivers to the patients in the same postal code, which will help everyone during an emergency.

Use Case

Discover specific locations on a map based on a postal code.

Requirement

For all the Age field, the choices can be imported from Advanced > Import predefined choices > Age. This will add the default choice groups listed under the Age.

Steps to follow

  1. An admin who handles the allocation of patients and care-givers needs to check the locality of both to assign appropriate care persons. Hence, for every patient,
  2. we need to find the care-givers in the same locality as the patient, which can be found by filtering the Care-Givers Near Me report based on the postal code.
  3. We shall create a page and embed this report, and configure a page parameter, postalCode with which we can filter the report.

See how it works:




Points to note
  1. In point 3, we are using the Creator integration task instead of Add Records task to add records in Development Tracking form. This is because Blueprints are currently not applicable to records added using the Add Records task.
  2. Publish the Feature Request form to enable your customers to access it even if they don't have a Zoho Creator account.
  3. Please check the attachments to get this application as DS file.




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