Opening a flowchart for editing

To change a flowchart, you must open it in Edit mode.

Procedure

  1. Use one of the following methods to open a flowchart for editing:
    • On the Campaigns page, click the Edit a tab icon Tiny blue pencil with line icon next to the campaign, and select the flowchart from the menu.
    • Open the campaign, then click the flowchart tab. On the flowchart page, click the Edit icon Tiny pencil icon.

      You can also press Ctrl and click the flowchart tab to open the flowchart directly in Edit mode.

    • Open the campaign's Analysis tab, click the link to the flowchart you want to edit, then click the Edit icon Tiny pencil icon.

      You can also press Ctrl and click the flowchart name to open the flowchart directly in Edit mode.

  2. If you try to edit a flowchart that is already being edited by someone else, 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.