To add a new process to a flowchart
You add a process to a flowchart by selecting the type of process you want from the palette, moving it to the flowchart workspace, configuring it, and making connections to and from it to other processes in the flowchart.
In addition to creating a new process and configuring it, you can also copy an existing configured process, or paste a template from the template library. Templates contain one or more configured processes and connections.
1.
Within a campaign, open a flowchart for editing.
You see the process palette and workspace.
2.
In the process palette, click the process that you want to add to your flowchart.
The process is highlighted.
3.
Click the location within the workspace where you want to place the process.
The process that you selected is added to the workspace. Newly added processes are gray until they are correctly configured, at which time they are displayed in color based on their type (data manipulation processes are blue, run processes are red, and optimization processes are green).
If you place one or more process boxes on top of another process box in the flowchart workspace, they will appear stacked. Click on the top process box and move if you want to see the next process box in the stack.
4.
Right-click the process to view the menu listing actions you can perform on the process.
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