{"id":1477,"date":"2022-03-31T18:33:55","date_gmt":"2022-03-31T18:33:55","guid":{"rendered":"https:\/\/logicbuilder.integroscrm.com\/help\/?page_id=1477"},"modified":"2022-04-13T13:18:14","modified_gmt":"2022-04-13T13:18:14","slug":"flowcharts","status":"publish","type":"page","link":"https:\/\/logicbuilder.integroscrm.com\/help\/flowcharts\/","title":{"rendered":"Flowcharts"},"content":{"rendered":"\n<p>A flowchart is a visual presentation of logic in Logic Builder.<\/p>\n\n\n<p><a href=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-9625d4e931a947c2a4933fb5928c358d.png\" rel=\"prettyPhoto\"><img decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-9625d4e931a947c2a4933fb5928c358d-1024x257.png\" alt=\"\" class=\"wp-image-378\"><\/a><\/p>\n\n\n<p><b>Save Flowchart<\/b><\/p>\n\n\n\n<p>To save the flowchart navigate to the Save Flowchart section and:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Enter&nbsp;<strong>Flowchart Name<\/strong><\/li><li>Click&nbsp;<em>Save<\/em>&nbsp;to override the currently Loaded Flowchart with the latest changes<\/li><li>Click&nbsp;<em>Save As<\/em>&nbsp;to create a new copy with the latest changes, preserving previously loaded one.<\/li><\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"318\" height=\"477\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-f3444a5821db45028d68c0d39285b5aa.png\" alt=\"\" class=\"wp-image-1456\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-f3444a5821db45028d68c0d39285b5aa.png 318w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-f3444a5821db45028d68c0d39285b5aa-200x300.png 200w\" sizes=\"auto, (max-width: 318px) 100vw, 318px\" \/><\/figure>\n\n\n\n<p>Also, you can provide a general description of this particular flowchart does in the&nbsp;<strong>Flowchart Properties<\/strong>&nbsp;section:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"317\" height=\"648\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-014b67da2a27499c8d5f4c7142f564f4.png\" alt=\"\" class=\"wp-image-1446\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-014b67da2a27499c8d5f4c7142f564f4.png 317w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-014b67da2a27499c8d5f4c7142f564f4-147x300.png 147w\" sizes=\"auto, (max-width: 317px) 100vw, 317px\" \/><\/figure>\n\n\n\n<p><b>Load Flowchart<\/b><\/p>\n\n\n\n<p>To load previously created Flowchart navigate to the&nbsp;<strong>Load Flowchart<\/strong>&nbsp;section, select the needed one and click&nbsp;<em>Load<\/em>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"318\" height=\"564\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-61d09f6fb9c14276939c271d2446a8fc.png\" alt=\"\" class=\"wp-image-1448\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-61d09f6fb9c14276939c271d2446a8fc.png 318w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-61d09f6fb9c14276939c271d2446a8fc-169x300.png 169w\" sizes=\"auto, (max-width: 318px) 100vw, 318px\" \/><\/figure>\n\n\n\n<p><b>Deploy logic on Sugar Instance<\/b><\/p>\n\n\n\n<p>A flowchart is a visual presentation of logic. To get PHP code generated from this visual presentation, navigate to&nbsp;<strong>Generate Sugar Package<\/strong>&nbsp;and click&nbsp;<em>Generate<\/em>:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"315\" height=\"479\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-30a2ac99a4da4e0dbb0919094cc2c168.png\" alt=\"\" class=\"wp-image-1447\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-30a2ac99a4da4e0dbb0919094cc2c168.png 315w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-30a2ac99a4da4e0dbb0919094cc2c168-197x300.png 197w\" sizes=\"auto, (max-width: 315px) 100vw, 315px\" \/><\/figure>\n\n\n\n<p>This action downloads a zip archive on your computer.&nbsp;<a href=\"https:\/\/support.sugarcrm.com\/Documentation\/Sugar_Versions\/11.0\/Ent\/Administration_Guide\/Developer_Tools\/Module_Loader\/#Installing_Packages\" rel=\"noreferrer noopener\" target=\"_blank\">Install<\/a>&nbsp;it as any other Sugar Package into your instance.<\/p>\n\n\n<div style=\"background-color: #ddeaff; border-left: 6px solid #0072b3; padding: 12px;\">\n<p>Note: if you have deployed the previous version of the flowchart and would like to update it with the newer version firstly&nbsp;<a href=\"https:\/\/support.sugarcrm.com\/Documentation\/Sugar_Versions\/11.1\/Ent\/Administration_Guide\/Developer_Tools\/Module_Loader\/#Uninstalling_Packages\" rel=\"noreferrer noopener\" target=\"_blank\">uninstall<\/a>&nbsp;the previous one. Otherwise, both versions will be working on your Sugar.<\/p>\n<\/div>\n\n\n<p><b>Filter Flowcharts<\/b><\/p>\n\n\n\n<p>You can search for flowcharts by Flowchart\u2019s Name. Simple start typing keyword in the&nbsp;<em>Search box&nbsp;<\/em>and the list of Flowcharts will be narrowed down by the match:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-7a0acee3ebbd4a108a704611f9e7765f.png\" alt=\"\" class=\"wp-image-1444\" width=\"319\" height=\"419\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-7a0acee3ebbd4a108a704611f9e7765f.png 400w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-7a0acee3ebbd4a108a704611f9e7765f-229x300.png 229w\" sizes=\"auto, (max-width: 319px) 100vw, 319px\" \/><\/figure>\n\n\n\n<p>Click&nbsp;<em>Show Filters<\/em>&nbsp;to use extended filtering options:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-1db8772cd2344a5faaaa84d04fbc4311.png\" alt=\"\" class=\"wp-image-1442\" width=\"584\" height=\"429\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-1db8772cd2344a5faaaa84d04fbc4311.png 635w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-1db8772cd2344a5faaaa84d04fbc4311-300x221.png 300w\" sizes=\"auto, (max-width: 584px) 100vw, 584px\" \/><\/figure>\n\n\n\n<p>You can narrow down the list of flowcharts where a particular module is in use (e.g. in On Data Change, Create Entity, Retrieve Entity, and other operators that use entity) by selecting a module in the&nbsp;<em>Module<\/em>&nbsp;search box:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-fc42d126953145779f1fcd2799273104.png\" alt=\"\" class=\"wp-image-1457\" width=\"580\" height=\"325\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-fc42d126953145779f1fcd2799273104.png 639w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-fc42d126953145779f1fcd2799273104-300x168.png 300w\" sizes=\"auto, (max-width: 580px) 100vw, 580px\" \/><\/figure>\n\n\n\n<p>You can narrow down the list to find only those flowcharts that mention a specific field of the module (do not forget to select the module firstly):<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"638\" height=\"358\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-15952884b04842d9a703f3c0651a6758.png\" alt=\"\" class=\"wp-image-1453\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-15952884b04842d9a703f3c0651a6758.png 638w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-15952884b04842d9a703f3c0651a6758-300x168.png 300w\" sizes=\"auto, (max-width: 638px) 100vw, 638px\" \/><\/figure>\n\n\n<div style=\"background-color: #ddeaff; border-left: 6px solid #0072b3; padding: 12px;\">\n<p>Note: Modules and Fields in lists are from the uploaded metadata of the Sugar instance<\/p>\n<\/div>\n\n\n<p>You can search by module and field among with the flowchart name.<\/p>\n\n\n\n<p><b>Locating operators in flowcharts<\/b><\/p>\n\n\n\n<p><strong>Find Operator<\/strong>&nbsp;feature allows easily locating specific operators on large flowcharts. Find Operator dialog box displays all operators from the currently loaded (or created) flowchart. You can narrow down the list of operators by typing any part of the operator\u2019s name in&nbsp;<em>Search field<\/em>. When you click any operator in the list, it is displayed in the center of the drawing area.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-64feb540aae1461dba849e3535e2a2f1.png\" alt=\"\" class=\"wp-image-1450\" width=\"304\" height=\"426\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-64feb540aae1461dba849e3535e2a2f1.png 324w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-64feb540aae1461dba849e3535e2a2f1-214x300.png 214w\" sizes=\"auto, (max-width: 304px) 100vw, 304px\" \/><\/figure>\n\n\n\n<p>Also, you can locate operators with the help of the&nbsp;<strong>Mini-map<\/strong>. Type the name of the operator in&nbsp;<em>Highlight<\/em>&nbsp;field of Mini-map dialog box and it will highlight the correspondent operators. Click on any point of the mini-map in order to display it in the center of the drawing area.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-d2a53b44ad7c4648b5bff26019fc0d87.png\" alt=\"\" class=\"wp-image-1454\" width=\"312\" height=\"549\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-d2a53b44ad7c4648b5bff26019fc0d87.png 317w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-d2a53b44ad7c4648b5bff26019fc0d87-170x300.png 170w\" sizes=\"auto, (max-width: 312px) 100vw, 312px\" \/><\/figure>\n\n\n\n<p><b>Quick Flowchart navigation<\/b><\/p>\n\n\n\n<p>With&nbsp;<strong>Mini-map<\/strong>&nbsp;you can quickly navigate to the needed part of the flowchart. Just click on Mini Map and you will be located to the corresponding point in the Workspace.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-217c8626d62d49ef92da3410ae98d495.png\" alt=\"\" class=\"wp-image-1451\" width=\"296\" height=\"588\" srcset=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-217c8626d62d49ef92da3410ae98d495.png 316w, https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-217c8626d62d49ef92da3410ae98d495-151x300.png 151w\" sizes=\"auto, (max-width: 296px) 100vw, 296px\" \/><\/figure>\n\n\n\n<p><b>Transfer&nbsp;Flowcharts between Projects<\/b><\/p>\n\n\n\n<p>To move flowcharts between projects:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Use two browser Tabs. Open Logic Builder Project with the flowcharts that you would like to move. In another Tab in&nbsp;<em>Incognito<\/em>&nbsp;mode open Logic Builder with the Project in which you would like to move a flowchart.<\/li><li>In the 1st Tab:<ul><li>Load flowchart<\/li><li>Go to the Edit menu and click&nbsp;<em>Export<\/em>&nbsp;in&nbsp;<strong>Export Data<\/strong>&nbsp;Section<br><img decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-d552164f2afa4ff5bb584558126111d5.png\"><\/li><li>Select all source code in the Export Window and copy it (<em>ctrl+A and ctrl+V<\/em>&nbsp;or&nbsp;<em>cmd+A and cmd+V<\/em>)<\/li><\/ul><\/li><li>Go to the second browser Tab (with the destination Project, where you would like to move the flowchart)<ul><li>Go to the Edit menu<\/li><li>Paste (<em>ctrl+C<\/em>&nbsp;or&nbsp;<em>cmd+C<\/em>)&nbsp;source copied on the previous step in the&nbsp;<strong>Import Data<\/strong>&nbsp;section and click&nbsp;<em>Import<\/em><br><img decoding=\"async\" src=\"https:\/\/logicbuilder.integroscrm.com\/help\/wp-content\/uploads\/2022\/03\/img-201-7a9ca2e888b0460086851288d05634dd.png\"><\/li><li>Then return to the Flowchart menu and Save flowchart (<em>Save As<\/em>)<\/li><\/ul><\/li><\/ol>\n<div style=\"text-align:left\" class=\"yasr-auto-insert-visitor\"><!--Yasr Visitor Votes Shortcode--><div id='yasr_visitor_votes_1477' class='yasr-visitor-votes'><div class=\"yasr-custom-text-vv-before yasr-custom-text-vv-before-1477\">Click to rate this post!<\/div><div id='yasr-vv-second-row-container-8978e669c3a60' \n                                        class='yasr-vv-second-row-container'><div id='yasr-visitor-votes-rater-8978e669c3a60'\n                                      class='yasr-rater-stars-vv'\n                                      data-rater-postid='1477' \n                                      data-rating='0'\n                                      data-rater-starsize='24'\n                                      data-rater-readonly='false'\n                                      data-rater-nonce='fa81b01ba5' \n                                      data-issingular='false'\n                                    ><\/div><div class=\"yasr-vv-stats-text-container\" id=\"yasr-vv-stats-text-container-8978e669c3a60\"><svg xmlns=\"https:\/\/www.w3.org\/2000\/svg\" width=\"20\" height=\"20\" \n                               class=\"yasr-dashicons-visitor-stats\"\n                               data-postid=\"1477\" \n                               id=\"yasr-stats-dashicon-8978e669c3a60\">\n                            <path d=\"M18 18v-16h-4v16h4zM12 18v-11h-4v11h4zM6 18v-8h-4v8h4z\"><\/path>\n                          <\/svg><span id=\"yasr-vv-text-container-8978e669c3a60\" class=\"yasr-vv-text-container\">[Total: <span id=\"yasr-vv-votes-number-container-8978e669c3a60\">0<\/span>  Average: <span id=\"yasr-vv-average-container-8978e669c3a60\">0<\/span>]<\/span><\/div><div id='yasr-vv-loader-8978e669c3a60' class='yasr-vv-container-loader'><\/div><\/div><div id='yasr-vv-bottom-container-8978e669c3a60' class='yasr-vv-bottom-container'><\/div><\/div><!--End Yasr Visitor Votes Shortcode--><\/div>","protected":false},"excerpt":{"rendered":"<p>A flowchart is a visual presentation of logic in Logic Builder. Save Flowchart To save the flowchart navigate to the Save Flowchart section and: Enter&nbsp;Flowchart Name Click&nbsp;Save&nbsp;to override the currently Loaded Flowchart with the latest changes Click&nbsp;Save As&nbsp;to create a new copy with the latest changes, preserving previously loaded one. Also, you can provide a &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/logicbuilder.integroscrm.com\/help\/flowcharts\/\"> <span class=\"screen-reader-text\">Flowcharts<\/span> Read More &raquo;<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"yasr_overall_rating":0,"yasr_post_is_review":"","yasr_auto_insert_disabled":"","yasr_review_type":"","footnotes":""},"tags":[],"class_list":["post-1477","page","type-page","status-publish","hentry"],"yasr_visitor_votes":{"number_of_votes":0,"sum_votes":0,"stars_attributes":{"read_only":false,"span_bottom":false}},"_links":{"self":[{"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/pages\/1477","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/comments?post=1477"}],"version-history":[{"count":4,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/pages\/1477\/revisions"}],"predecessor-version":[{"id":1526,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/pages\/1477\/revisions\/1526"}],"wp:attachment":[{"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/media?parent=1477"}],"wp:term":[{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/logicbuilder.integroscrm.com\/help\/wp-json\/wp\/v2\/tags?post=1477"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}