To run a flowchart process

About this task

Running only a process or a branch of a flowchart does not increment the Run ID of a flowchart. When you run only a process or a branch, if contact history records exist, you are prompted to choose run history options before you can proceed.

Procedure

  1. On a flowchart page in Edit mode, click a process on the branch you want to run.
  2. Click the Run icon and select Save and Run Selected Branch.

    Each process displays a blue check mark when it has run successfully. If there are errors, the process displays a red X.