How to edit cards template for Lucid cards

@Hysen What I did to overcome this limitation of cards was to create my own using a table shape with linked data from Google Sheets.  Then create a custom shape once you have it looking the way you want.
 

 

Hi Patrick, 

I can conceptually understand what you have done but I am struggling to find the exact steps to achieve it. Would you be willing to elaborate a little more on how to achieve it? Perhaps, there is already some documentation on custom shapes linked to a google sheets?

I tried Lucid Cards integration with Google sheets, however, it doesn’t display all the fields on the cards. Not sure If am doing something incorrectly. 

I think, I found it, https://help.lucid.co/hc/en-us/articles/16493391394068-Link-data-to-a-Lucidchart-document. 

@Hysen 

Yes that link is key. So steps would be like:

1. Create a Google Sheet of your data
2. Link the Google sheet to your Lucidchard like in the linked doc above
3. Drag one whole row on to your canvas.  It will ask you for a shape.  Choose a table.  It will look something like this

   

    

4. Format that one shape how you’d like the card to look.  You can merge cells and use text alignment and conditional formatting to get the look you want.  I made mine look like this:

   

   (Conditional formatting adds the Trophy icon, if it’s a feature, color codes the border based on Area, etc)

5. Once you are happy with it, right click > more actions > add to custom shape library
6. Now you can select all the rows from the data view, drag on to canvas, and select your custom shape you just made

I am pretty new to Lucid but what I’m currently thinking about, that has brought me to this post, is the need for these Lucid cards to be completely customisable - I’m thinking choose your own field title, then as you go into things such as using the dynamic elements of the cards you have all your own statuses. In my current example the types of Fields I would want in a Lucid card are things like: Customer Name, Customer Status, Customer Value, Last Contacted Day, Next Contacted Day - Is it possible to get the cards to do something like that?

@Danielle M There is a very specific thing called a “Lucid Card” and AFAIK it is limited to the data types set forth by Lucid (Title, description, assignee, estimate, etc).  
If you want something totally customizable you can use a solution like I put forth above.  The downside being you lose some of the functionality that works with Lucid Cards like the ability to place on a timeline and have dynamically updating dates, or have a dynamic table that changes the source data based on which column a card is in.  

Here’s an idea you can upvote for this kind of needed feature without a custom integration to an external system.

Hi ​@Paul Ipaper,

Thanks for this idea! We encourage anyone else who’s interested in this to upvote this post and share any additional details about your use case or what you’d like to see in this experience. For more information about how we manage feedback in this community, please take a look at this post: