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 the Contract, Company, or Project Profile that needs the flow.
- In the Profile screen, click Start Flow in the toolbar.
- In the Published Flow Templates window:
- Locate the flow template you want to run, and click on it to select it.
- Click Start Flow in the toolbar.
- When the window closes and the profile refreshes, complete the steps in the flow.
- (Optional) Click the gear icon to display a menu that allows you to perform tasks related to the flow:
- Show Flow Diagram
- Manage Flow Documents
- Show Activity Grid
- Invalidate Flow