Invoking the Interaction Designer

You can invoke the Interaction Designer in the following ways:

•      From the quick access menu’s Interactions menu.  The menu exposes the following options:

•      From a Tasks or File Type widget.  Typically, these might be displayed at your Home Page.  For more information on widgets, please see the Dashboard Designer documentation.

By double-clicking an Interaction file in the File System Dialog, or by highlighting an Interaction and clicking OK in the same context.

•      By viewing the latest version of an interaction contextually.

Note that access to the Interaction Designer is controlled via the Interaction – Design functional permission.  If none of the user groups of which you are a member are associated with this permission, you will not be able to able to access the Interaction Designer.

If you access the Interaction Designer with only the Interaction – Design functional permission, the toolbox therein appears empty (other than providing access to the Note), and functionality is locked down.

To build interactions, you will also require the Interaction – Build functional permission.  In addition, the following functional permissions provide additional, granular control within the Interaction Designer:

•      Interaction – Execute Test: allows you to execute workflows in Test mode.

•      Interaction – Execute Production: allows you to execute workflows in Production mode.

•      Interaction – Rollback: allows you to roll back Production workflows.

•      Interaction – Workflow Builder: allows you to use the Builder to create an email interaction.

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