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.

Procedure

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.
On the All campaigns page, find the campaign that contains the flowchart you want to open. The 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.
After locating the campaign that contains your flowchart, click the Edit a tab icon 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, 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.
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.
To change the flowchart name, description, or type, click the Properties icon 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 IBM Marketing Platform Administrator's Guide.
Click Save and continue as you work. When you are done, open the Save options menu and choose Save and exit .