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
- Open your project and go to Cx-Plan or a report with a rich text editor.
- Click the Flowchart icon (route-style icon) in the toolbar.
- The Flowcharts dialog opens with a list of saved diagrams.
Create a new flowchart and insert it
- Click Add new flowchart.
- Build and edit your diagram in the full-screen editor.
- Give the diagram a name and save.
CxPlanner saves the flowchart to the project, generates an image, and inserts it at your cursor position.
Insert an existing flowchart
- Open Flowcharts from the toolbar.
- Find the diagram in the list.
- Click Insert.
Edit or preview a flowchart
- Open Flowcharts.
- Click Edit to open the editor.
- Make changes and click Apply.
- To preview only, click the thumbnail for a larger preview.
Remove a flowchart
- Open Flowcharts.
- Click Remove next to the diagram.
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 |
Updated on: 07/26/2026
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