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Running a Flow on an Existing Profile

You can run a flow from an existing Contract, Company, or Project Profile if you want to apply a new flow process to a profile that was created before the flow was developed. You can also run a flow on the same profile more than once, if needed.

A flow is run from a Contract Profile, Company Profile, or Project Profile.

  Although the Contract Profile is used in the example below, the same steps also apply to running a flow in a Company Profile and Project Profile.

A

Start Flow button

Click to display the Published Flow Templates window.

Note: If the button is not present, you do not have permissions to run a flow.

B

Flow Template record

Locate the flow template you want to run, and click on it to select it.

C

Start Flow button

Click to run the flow. The window closes and the profile refreshes, displaying the flow.

D

Incomplete Steps

Complete the steps in the flow.

E

Flow Options icon

Click on the icon to display a menu that allows you to perform four tasks:

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