Depending on your permissions, you might be allowed to
review, but not edit, flowcharts. Reviewing a flowchart means you
can look at process configurations and make changes, but you cannot
save any changes or perform production runs. The flowchart auto-save
option is disabled and cannot be enabled. To save changes to a flowchart,
you must have Edit permissions.
About this task
If you are allowed to review but not edit flowcharts,
you can verify a flowchart's contents without inadvertently changing
the flowchart.
You open a flowchart in Review mode the same
way as you open a flowchart in Edit mode. Your permissions ensure
that you can only access flowcharts in Review mode if you do not also
have Edit permissions.
Follow these steps to review a flowchart.
Procedure
- Use one of the following methods to open a flowchart:
- On the Campaigns page, Edit
a tab next to the campaign, and
select a flowchart from the menu.
- Open a campaign, click the flowchart tab, then click Edit in
the flowchart toolbar.
- Open the campaign's Analysis tab, click
the flowchart link, then click Edit .
A message indicates that the flowchart is in review mode
and that any changes you make cannot be saved. The page header says
"Reviewing" and only the Cancel option is visible.
- You can perform the following actions in Review mode:
- Save processes as a template.
- Save the flowchart as a template.
- Modify the flowchart (but you cannot save your changes).
- Perform test runs, if you have the appropriate permissions.
Important: Even in Review mode, test runs can write
output and execute triggers. Also, if you have the appropriate permissions,
you can edit custom macros and triggers in the flowchart, and thus
might change the flowchart.