Process for Pre-designed Scenario Creation and Use by Role

The process for creating and using pre-designed scenarios is as follows:

  • The designer performs the following tasks:
    1. creates one or more scenarios that includes the required parameters
    2. assigns the parameters as values to the applicable scenario fields
  • The business analyst performs the following tasks:
    1. makes a copy of one or more flows that contain pre-designed scenarios created by the designer
      Note: This enables all of the scenarios in the flow for use by a business analyst.
      Note: The copy can be made by using the flow Duplicate option or the Save As button (Save As).
    2. opens the applicable copied scenario for editing
    3. assigns values to the parameters on the Parameters tab
    4. If desired, the business analyst can also perform the following tasks for a copied flow or scenario:
      • assign a new name and description
      • view all configuration settings in read-only format

For information about the scenario fields in which a parameter is a valid value, see About Assigning a Parameter to a Field.

Last updated: November 17, 2025