XN Lab

XN Lab is a visual diagram tool in CMP that maps the full step progression of any action type workflow. Use XN Lab to understand how steps connect, review every branching path, and export diagrams for reference or sharing.

Contents

• Open XN Lab
• Read the Diagram
• Step Cards
• Step Icons
• Connector Lines
• Looped Steps
• Adjust View Settings
• Export a Diagram

Open XN Lab

The XN Lab button is visible to users with Edit permission on Action Items. 

1. Navigate to Settings > Action Types/Steps.
2. Click XN Lab on any action type. 
   The diagram opens and displays the full workflow from start to finish.
   
   

Read the Diagram

Step Cards

Each step in the workflow appears as a card. Step cards show:

• Icons to indicate the function of the step (hover to see what it means) 
• Step order and name
• Notification method
• Send To recipients
   

Step Icons

Icons on each step card indicate the step type or status:

• Auto-Step: Step advances automatically without user action.
• Decision Required: Hover over the step card to see which decision is required before the action item can advance.
• Closing Step: No connector lines appear beneath this step. Hover to confirm it is a closing step.
• Days to Remain: Hover to see the number of days before the action item auto-advances from this step.
• Warning: Indicates a missing template or a closing step missing a Next Step if Yes. Resolve in Action Types/Steps settings.

Connector Lines

Lines between step cards show how the workflow branches:

• Green lines indicate the next step when Yes
• Red lines indicate the next step when No
• Dotted lines represent optional paths

Looped Steps

When a workflow loops back to an earlier step, the diagram shows a simplified card instead of repeating the full step. The looped card displays the step number and name with a circular arrows icon on the left, indicating the workflow returns to a step already shown higher in the diagram. No connector lines continue from the looped card. The path continues from the original step card shown earlier.

For example in the following image, the Waiting for Estimate step loops back to Send to Service Provider for Estimate (if No).
 

Adjust View Settings

Click View Settings to control which connector lines display in the diagram. By default, Show Default Yes and Show Default No are enabled, displaying the primary path through the workflow. Toggle each option on or off to see more branching paths:

• Show Default Yes: Display the default Yes path for each decision step.
• Show Default No: Display the default No path for each decision step.
• Show All Yes: Display all Yes paths, including non-default branches.
• Show All No: Display all No paths, including non-default branches.
• Show No Decision: Display steps that have no decision branching.

Export a Diagram

1. Click Export in the upper-right corner of XN Lab. 
   The export menu opens.
2. Select a format:
   • Interactive Diagram: An HTML file of the diagram. Open it in any browser or embed it directly in a website.
   • PNG: A static image of the diagram.
   • SVG: A scalable vector image of the diagram.
   • PDF: A PDF of the diagram.

The file downloads to your device.