Doing a production run of a flowchart

When you do a production run of a flowchart, the data that it generates is saved in system tables. After you run and save the flowchart, you can view the results of the run in reports.

About this task

Do a production run after you save, validate, and do a test run. A production run writes to the history tables.

The contact processes, such as Mail list and Call list, write entries into Contact History. Each production run can generate contact history only once. Contact processes that already ran for that production run can be rerun only if the contact history from the current run is first deleted. To generate multiple contacts from the same list of IDs, snapshot the list of IDs and read from the list for each flowchart run.

Triggers run on completion of a production run.

After initiating a run, users with Administrative privileges can access the Monitoring page, which displays all running flowcharts and their status.


  1. Save the flowchart before you run it.
  2. If any approval exists for a flowchart , the approval must be in the completed or canceled state otherwise the flowchart will not run.
  3. If you are viewing a flowchart, open the Run menu Arrow and select Run.

    If you are editing a flowchart, open the Run menu Arrow and select Save and run flowchart.

  4. To run a process or branch, right-click a process, open the Run menu Arrow and select Save and run selected process or Save and run selected branch.
    Note: Running only a process or a branch of a flowchart does not increment the Run ID of a flowchart. When you run only a process or a branch, if contact history records exist, you are prompted to choose run history options before you can proceed. The Run history options dialog appears only when you run a branch or process that previously generated contact history for the current Run ID. You can either append information to contact history or replace existing contact history for the Run ID.
  5. To run the entire data manipulation processes, open the Run menu and select Save and run data manipulation processes.
    When we choose Save and run data manipulation processes, all data manipulation processes (Blue Process Boxes) run in production mode, stop when any Red Process Boxes are detected, and the Blue Process Boxes that follow the Red Process Box will not be run.
  6. To run the entire flowchart, open the Run menu Arrow in the toolbar and select Save and run flowchart.

    If the flowchart has already run, you are asked to confirm the run.

    The process, branch, or flowchart runs in production mode. Data from the run is saved to the appropriate system tables. Each process that runs successfully displays a green check mark. If there are errors, the process displays a red "X".

  7. If you want to pause or stop the run, right-click a process box, open the Run menu and select Pause or Stop.
  8. Use one of the Save options in the toolbar. If you click Save and exit before the flowchart finishes the run, the flowchart continues to run and is saved when it finishes. If anyone reopens the flowchart while it is still running, any changes made to the flowchart are lost.

    You must save the flowchart after it runs to view the results of the run in any reports. After you save the flowchart, results of repeated runs are immediately available.

  9. To determine if there were any errors in the run, click the Analysis tab and view the Unica Campaign flowchart status summary report.