Download page Running a Flow on an Existing Profile.
Running a Flow on an Existing Profile
Users with the Flow Admin permission can run a flow on an existing Contract, Company, or Project Profile if the profile was created before the flow was developed. A flow can be run on the same profile more than once, if needed.
Open theContract,Company, orProjectProfile that needs the flow.
In the Profile screen, clickStart Flowin the toolbar.
In the Published Flow Templates window:
Locate the flow template you want to run, and click on it to select it.
ClickStart Flowin the toolbar.
When the window closes and the profile refreshes, complete the steps in the flow.
(Optional) Click the gear iconto display a menu that allows you to perform tasks related to the flow: