> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.cxplanner.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Create and manage flowcharts in reports and Cx-Plan

## Overview: flowcharts in reports

Flowcharts let you build diagrams in a full-screen editor, save them to the project, and insert them as images into rich text in reports, which is used when documenting processes, dependencies, or workflows that multiple users need to reuse.

API users do not have access to this feature.

* Your role must be **Contractor** or higher. **Viewer** cannot use flowcharts.
* You can find the menu at **Cx-Plan** or a report rich text editor - **Flowchart** icon.
* This changes project diagrams and the images inserted into rich text.

Administrators and Managers can edit and delete all flowcharts. Other roles can only edit their own.

## How to create and manage flowcharts

### Open the flowchart dialog
1. Open your project and go to **Cx-Plan** or a **report** with a rich text editor.
2. Click the **Flowchart** icon (route-style icon) in the toolbar.
3. The **Flowcharts** dialog opens with a list of saved diagrams.

![Screenshot: Flowchart icon and Flowcharts dialog](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1fbtyul.png)

### Create a new flowchart and insert it
1. Click **Add new flowchart**.
2. Build and edit your diagram in the full-screen editor.
3. Give the diagram a name and save.

CxPlanner saves the flowchart to the project, generates an image, and inserts it at your cursor position.

![Screenshot: Full-screen flowchart editor](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1hb9u8z.png)

### Insert an existing flowchart
1. Open **Flowcharts** from the toolbar.
2. Find the diagram in the list.
3. Click **Insert**.

![Screenshot: Insert existing flowchart from the list](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_gxxhlr.png)

### Edit or preview a flowchart
1. Open **Flowcharts**.
2. Click **Edit** to open the editor.
3. Make changes and click **Apply**.
4. To preview only, click the thumbnail for a larger preview.

### Remove a flowchart
1. Open **Flowcharts**.
2. Click **Remove** next to the diagram.

|| If you do not have permission, CxPlanner rejects the action.

## Results: flowchart behaviour

| Function | Description |
|---|---|
| Storage | Stored per project |
| Sharing | All project users see the same list |
| Insertion | Inserted as images in rich text |
| Preview | Thumbnail and full preview available |
| Naming | Requires a non-empty name |
| Editor | Based on DHTMLX Diagram Editor |

| Role | Create | Edit own | Edit all | Delete own | Delete all |
|---|---|---|---|---|---|
| Administrator | Yes | Yes | Yes | Yes | Yes |
| Manager | Yes | Yes | Yes | Yes | Yes |
| Consultant | Yes | Yes | No | Yes | No |
| Designer | Yes | Yes | No | Yes | No |
| Contractor | Yes | Yes | No | Yes | No |
| Viewer | No | No | No | No | No |

## Troubleshooting: flowcharts

| Problem | Cause | Solution |
|---|---|---|
| Flowchart button missing | Role is Viewer, or you are not in a rich text editor | Open **Cx-Plan** or a report editor with role **Contractor** or higher |
| Cannot edit or delete | You can only edit your own flowcharts unless you are Admin or Manager | Ask an **Administrator** or **Manager** to edit or delete the diagram, or edit only diagrams you created |
| Flowchart not inserted | Cursor not placed in the text field | Place the cursor in the rich text field, then click **Insert** |
| Apply does not save | Empty name, or render issue | Enter a non-empty name and click **Apply** again |
| Diagram not saved | Image capture failed | Simplify the diagram and save again |