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Editing Blueprints​

After installation or creation, Blueprints can be adjusted. All changes are applied directly within the Blueprint overview.

Changing Blueprint name​

To change a Blueprint’s name, hover over it, click the pen icon, enter the new name, and confirm by clicking the checkmark icon.

Edit Blueprint name

Adding Resources​

  • Click the "Add Resource" button on the left.

  • Follow the procedure for adding a resource, the same as when creating a Blueprint.

  • For detailed instructions, see Creating a Blueprint.

Resources toc

Removing Resources​

  • In the Blueprint overview, select the resources you want to remove.

  • Click “Delete from this Blueprint” to remove them.

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Note: Resources removed from the Blueprint still exist in your organization. They are simply no longer a part of this Blueprint.

Remove resource

Actions​

Blueprints offer a set of actions that allow you to manage and share them efficiently. The available actions can be accessed from the top-right navbar of the Blueprint overview.

Actions

Synchronize with another organization​

  • Transfer the Blueprint and its resources to other organizations you are associated with.

  • For detailed instructions, see Synchronizing Blueprints.

Download​

  • Download the Blueprint by selecting Actions → Download in the top-right navbar and confirming the operation.
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Note: This function is only available for custom Blueprints, not for those installed from the Marketplace.

Download

Delete​

  • Remove the Blueprint by selecting Actions → Delete in the top-right navbar and confirming.
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Note: Deleting a Blueprint does not delete the underlying resources in your organization. It only removes the grouping of those resources as part of the Blueprint.

Delete

Synchronizing your blueprint with another org​

When a Blueprint has been created or installed in your sandbox, you can synchronize it with other organizations you are associated with. Synchronization transfers configuration resources -- journeys, automations, products, workflows, entity schemas, and more -- from one tenant to another.

The Blueprints tab lists all Blueprints available in your organization -- both custom-created and installed from the Marketplace. The Source column indicates where each Blueprint originated.

Installed blueprints tab

Clicking a table item opens a detailed view of the resources included in the Blueprint.

This page also allows you to easily manage all the resources involved with your blueprint.

Installed blueprint page

As of now, those resources only exist on the current sandbox organization, but after you are happy with the configuration, you can easily “sync” this blueprint with another org (typically, the associated production organization).

This will create a copy of this blueprint, together with the current state of each resource, and apply them on the selected destination org.

The Synchronization Process​

The process will look similar to the blueprint installation process:

Click on “Actions → Synchronize” on the top right corner.

Actions

Select the destination organization where you want to transfer your Blueprint.

Switch org screen

Select your production org and click on “Continue”.

Switch org screen selector

Now we will prepare the resources of your blueprint for synchronization.

Depending on the number of resources, this may take 1-5 minutes. When ready, click "Continue to destination organization".

Continue to destination

Switching to the destination org​

You will be prompted to switch to the destination organization to finish the sync. Click continue and you will be redirected.

Destination modal

Reviewing the resources impact​

On the destination organization, review the impact this Blueprint will have on existing resources -- similar to the installation process.

Click "See resources with their impact" to review. Each resource is labeled:

  • New -- will be created
  • Update -- existing resource will be updated
  • No changes -- already in sync
  • Delete -- will be removed

Resources impact

If everything looks correct, click "Synchronize Blueprint" to finish the process.

The success page provides a link to view the Blueprint instance in the destination organization.

Sync complete screen

You have synchronized your sandbox Blueprint to your production organization.

Further editing the blueprint​

You can now edit and manage your Blueprint. See Editing Blueprints for details.

To sync changes back to the sandbox, repeat this process starting from the Blueprint overview page of the destination organization.

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We recommend experimenting with changes in the Sandbox and syncing to Production only when you are satisfied with the setup.

Installed blueprint page

The same applies to the Blueprint in the sandbox -- you can continue adding, removing, or editing resources. Changes remain in the sandbox until you select "Actions > Synchronize" again.