Flowchart workspace overview
The flowchart workspace provides the tools and space to design your flowcharts.
When you create or edit a flowchart, a separate flowchart window opens. You can move or resize the flowchart window as you work. You can open just one flowchart at a time. If you attempt to open another flowchart while one is already open, you are prompted to save your changes.
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Software to block pop-up ad windows prevents the flowchart window from opening. Be sure to disable this software in your browser or browser add-ons.
The following figure shows a flowchart open for editing in the flowchart window.A flowchart in the flowchart window
The flowchart window consists of the following elements.
Flowchart window elements
Element
Description
1
Toolbar
The toolbar, at the top of the window, provides options for working with your flowchart. To see what each option does, rest your cursor over it. Be sure to save your flowchart frequently, by clicking the Save Changes and Continue to Edit icon. When you are done, click Save and Exit.
2
Palette
The palette, at the left side of the window, contains processes that you can drag into the workspace to build your flowchart. By default, all process types are displayed. Use the category buttons to view a subset of processes by category (List generation, Segmentation, Response tracking, Data preparation).
3
Workspace
The workspace is where you configure and connect process boxes to build your flowchart. Drag a process box from the palette to the workspace, then double-click a process box to configure it.
To connect boxes, rest the cursor over a process box until four arrows display, then drag a connection arrow from one process box to another.
Right-click any process box to open a menu of options.
Use the small gray box in the lower right corner to pan across the flowchart and highlight the portion that you want to see.
When you work with large or complex flowcharts, you can:
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Search for a process box by entering the process name in the Search Process Name field in the toolbar.
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Move the small gray box in the lower right corner of the workspace to pan across the flowchart. This visual representation of the workspace is useful when not all of the process boxes fit on the screen at the same time.
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Resize the flowchart to fit in the workspace by clicking the Fit Contents icon in the toolbar. You can then use the Zoom options or the small gray navigation box, if needed.
For information about changing the appearance of your flowchart, see Changing flowchart appearance.
Flowchart design considerations
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