# Editing and synchronizing Edit a Blueprint in the Blueprint overview (rename it, add or remove resources, download or delete it) and synchronize it with another organization. ## 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](/img/blueprints/3-edit-blueprint-name.png) --- ### 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](/docs/blueprints/installing-a-blueprint#creation-of-custom-blueprint). ![Resources toc](/img/blueprints/3-resources-toc.png) ### Removing Resources - In the Blueprint overview, select the resources you want to remove. - Click **“Delete from this Blueprint”** to remove them. > **Info: Note: Resources removed from the Blueprint still exist in your organization. They are simply no longer a part of this Blueprint.** ![Remove resource](/img/blueprints/3-remove-resource.png) --- ### 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](/img/blueprints/3-actions.png) --- ### Synchronize with another organization - Transfer the Blueprint and its resources to other organizations you are associated with. - For detailed instructions, see [Synchronizing Blueprints](#synchronizing-your-blueprint-with-another-org). --- ### Download - Download the Blueprint by selecting **Actions → Download** in the top-right navbar and confirming the operation. > **Info: Note: This function is only available for custom Blueprints, not for those installed from the Marketplace.** ![Download](/img/blueprints/3-blueprint-download.png) --- ### Delete - Remove the Blueprint by selecting Actions → Delete in the top-right navbar and confirming. > **Info: 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](/img/blueprints/3-blueprint-delete.png) --- ## 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](/img/blueprints/3-installed-blueprints-tab.png) 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](/img/blueprints/3-installed-blueprint-page.png) As of now, those resources only exist on the current **sandbox organization**, but after you are happy with the configuration, you can easily “[sync](#synchronizing-your-blueprint-with-another-org)” 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](/docs/blueprints/installing-a-blueprint): Click on **“Actions → Synchronize”** on the top right corner. ![Actions](/img/blueprints/3-actions.png) Select the destination organization where you want to transfer your Blueprint. ![Switch org screen](/img/blueprints/3-switch-org-screen.png) Select your production org and click on “**Continue**”. ![Switch org screen selector](/img/blueprints/3-switch-org-screen-selector.png) 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](/img/blueprints/3-continue-to-destination.png) --- ### 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](/img/blueprints/3-destination-modal.png) --- ### Reviewing the resources impact On the destination organization, review the impact this Blueprint will have on existing resources -- similar to the [installation process](/docs/blueprints/installing-a-blueprint). 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](/img/blueprints/3-resources-impact.png) 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](/img/blueprints/3-sync-complete-screen.png) 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](#editing-blueprints) for details. To sync changes back to the sandbox, repeat this process starting from the Blueprint overview page of the destination organization. > **Info: We recommend experimenting with changes in the Sandbox and syncing to Production only when you are satisfied with the setup.** ![Installed blueprint page](/img/blueprints/3-installed-blueprint-page.png) 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.