Customization
Create Additional Portal Item
You may wish to create a Workflow Rule or run code in the After section of a Blueprint transition that automatically creates a Client Portal Item (and links it to an existing Client Portal). For example, you can use this when you receive a form ...
Create Portal Script
You may wish to create a Workflow Rule or run code in the After section of a Blueprint transition that creates a Client Portal Record (with all the Client Portal Items from your chosen Template). The below script will use a ZE Portal built-in ...
Update Blueprint Script
You may wish to create a Workflow Rule that runs when something changes on the Portal Record (for example, when the Portal Record is marked as "Completed") that updates another record's stage. This is simple when the record is not within a blueprint, ...