Editing flowcharts

Open a flowchart for editing to make changes to it. For example, you can add or remove processes, reconfigure existing processes, or change the flowchart name and description.


  1. Choose Campaign > Campaigns.
    Note: If your flowchart is in a session, adapt these instructions by choosing Campaign > Sessions to open a flowchart from a session.
  2. On the All campaigns page, find the campaign that contains the flowchart you want to open. The Unica Campaign might be listed on the page or it might be in a folder. If you can't locate it, use the Search flowcharts link to search for it.
  3. After locating the Unica Campaign that contains your flowchart, click the Edit a tab icon pencil next to a campaign, and click the name of a flowchart from the menu.

    If you try to edit a flowchart that is already being edited by someone else, Unica Campaign warns you that the flowchart is open by another user.

    Important: If you continue opening the flowchart, the other user's changes are immediately and permanently lost. To prevent the loss of work, do not continue opening the flowchart without first checking with the other user.
  4. Make changes to the flowchart, just as you would when creating a flowchart. For example, double-click a process to reconfigure it, or drag a new process from the palette to the workspace.
  5. To change the flowchart name, description, or type, click the Properties icon gear in the toolbar.
    Note: Flowchart names have specific character restrictions. See Special characters not supported.
    Note: Avoid renaming a flowchart that is using the Scheduler because scheduled tasks rely on the flowchart name. For more information, see the Unica Platform Administrator's Guide.
  6. Click Save and continue disk as you work. When you are done, open the Save options menu and choose Save and exit disk with X.
  7. Click on Save as version/comments to create flowchart version.

    Concurrent Flowchart Access

    If a user access the flowchart already in edit mode, then a notification is displayed in red saying (user name) is working. If the user continues and click on the edit button a warning message is displayed saying Flowchart is in use by user (user name). Do you still want to continue? If you click Ok, changes made by user (user name) will be lost. If user clicks on Ok button, they get the access of the flowchart.

    From V12.1.7 onwards, the concurrent user message indicating USER is working, is displayed in real-time, appearing immediately upon user activity.

    • When two different users simultaneously access the same flowchart and one of the user try to edit the flowchart, then the other user is not notified that another user (user name) is working on that flowchart.
    • When a user try to access a flowchart already in edit mode and take the edit mode access, the other user working on the flowchart does not receive any message notifying that a user has taken the access of the flowchart.
    • When a user want to access a flowchart already in edit mode, user gets the notification that other user is working on that flowchart but when the first user leaves the flowchart the second user does not receive any notification informing that the flowchart is no longer in edit mode.
    • When a user edits the flowchart and logged out, then the other user is still notified that another user (user name) is working on that flowchart.
  8. When you are done and want to save as version for auditing purpose, open the Save option menu and click on Save as version/comments.