About the Select process in interactive flowcharts
The Select process in interactive flowcharts fills the same purpose of Select processes in batch flowcharts, to specify the customer data that you want to use in your interactive flowchart. The interactive flowchart Select process contains a subset of the batch flowchart Select process, it only contains the Source and General tabs.
You can use the Select process to select data from your data source to augment the profile table you referenced in the Interaction process. You also have access to user variables, derived fields, and macros. Remember that interactive flowcharts are limited to one audience level. However, you can use the Select process to reference data in a dimension table at a different audience level. For example, you may reference a table with household transaction data in an interactive flowchart with the customer audience level to sort by information in the household data.
To configure the Select process
To configure the Select process
1.
In an interactive flowchart in Edit mode, add a Select process to the flowchart workspace.
2.
Provide input to the Select process by connecting it to one or more data manipulation processes.
Data manipulation processes include Decision, Interaction, Sample, or Select.
3.
Double-click the Select process.
4.
Select one or more source cells from the Input drop-down list.
All output cells from any process connected to the Select process are listed in the drop-down list. To use more than one source cell, select the Multiple Cells option. If more than one source cell is selected, the same select actions are performed on each source cell.
5.
Determine whether you want to select all rows from the data source or whether you want to filter the rows based on specified criteria. Select one of the following options.
a.
Select All IDs to include all the rows of data from the data source in the Input drop-down list.
b.
Select IDs With to create a query to select only certain IDs based on criteria you define.
6.
If you use the Select IDs With option to select only certain IDs based on specified criteria, create a query.
7.
(Optional) Click the General tab to add a name and notes to the process or to configure the Output Cell name or Cell Code.
The name appears on the process in the flowchart. The notes appear when you mouse of the process in a flowchart.
8.
Click OK.
The process is configured and appears enabled in the flowchart.
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