To review the processes in a flowchart

About this task

Note: You open a flowchart in Review mode in the same way as you open a flowchart in Edit mode. Your permissions settings automatically ensure that you can only access flowcharts in Review mode if you do not also have Edit permissions.

You can open a flowchart for reviewing in several ways:

  • On the Campaigns page, click the Edit a tab icon next to the campaign and select the flowchart you want to review from the menu.
  • Open the campaign, then click the flowchart tab. On the flowchart page, click the Edit icon.

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

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

    On the Analysis tab, you can also press Ctrl and click the flowchart link to open the flowchart directly in Review mode.

Results

When you enter a flowchart in Review mode, you see a message indicating that the flowchart is in review mode and that any changes you make cannot be saved. The page header indicates "Reviewing", and only the Cancel option is visible.