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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.


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.


Flow Template record

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


Start Flow button

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


Incomplete Steps

Complete the steps in the flow.


Flow Options icon

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

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