Flowchart workspace overview
The flowchart workspace provides the tools and space to design flowcharts for marketing campaigns.
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. To open two flowcharts at the same time, see Viewing two flowcharts side-by-side.
*
Pop-up blockers prevent the flowchart window from opening. Be sure to turn off any pop-up blockers 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 provides menus and options to work with flowcharts. For example:
*
Click Fit Contents Square with orange arrows that point at the four sides icon to resize the flowchart to fit in the workspace.
*
Use the Zoom Magnifying glass with either plus sign or minus sign icons icons to zoom in and out.
*
Search for a process by entering any portion of the name in the Search Process Name field.
*
Save your flowchart frequently by clicking Save Changes and Continue to Edit Small blue disk icon.
*
When you are done, click Save and Exit Small blue disk with yellow arrow icon.
Rest your cursor over each icon to see what it does.
For related information, see Adjusting flowchart appearance.
2
Palette
The palette at the left side of the window contains processes that you use to build your flowchart. Drag a process from the palette to the workspace, then configure and connect processes in the workspace.
By default, all process types are displayed. Use the category buttons (List generation, Segmentation, Response tracking, Data preparation) to view a subset of processes by category.
3
Workspace
The workspace is where you configure and connect processes to determine the workflow and behavior of the flowchart.
To configure a process, double-click it.
To connect one process to another, rest the cursor over a process box until four arrows display, then drag a connection arrow to another process box.
Right-click any process box to open a menu of options.
Right-click the workspace to see more options.
Use the panning area (the small area in the lower right corner of the workspace) to highlight the portion of the flowchart that you want to see. This visual representation of the workspace is useful when not all of the process boxes fit on the screen at the same time.
Copyright IBM Corporation 2015. All Rights Reserved.