Skip to main content

Does Lucid chart have a formal approval process? I'm looking to be able to "lock" a document and have it sent out to a user for "approval". Once approved it would moved to an approved phase for that version of the document.

Hey Kalie

Thanks for posting in the Lucid Community! Yes document status is possible and can be customized per your account settings. Because you are on an Enterprise account you do have the ability to customize statuses that allow "locking" or "approval." I've included a screenshot that shows where document statuses can be found. You can also check our Manage Document Status and Custom Status articles from the Lucid Help Desk. 

qcsHcZnC1k5jfqNvvaIY7Q.png

Hope this helps--if not feel free to comment on this thread.


Is there an automated way to trigger an email to approvers based on status setting and then capture their approval?


Hi Gretchen thanks for continuing this thread! Unfortunately this sort of automation and obtaining approval from stakeholders isn't currently supported in Lucidchart. However I certainly can understand how effective that would be for your workflow! Our development team would be grateful to hear more details about your use case in our Product Feedback section- they utilize ideas like these when prioritizing improvements to Lucidchart! Thanks again for your request and apologies for the inconvenience. Let me know if there's anything else we can do to support your work!


Hello Any update on creating a approval process workflow in Lucid Chart?


Hi @PMBeaulieu

Thanks for your post! Unfortunately, this feature has not been implemented yet but we’re very interested in your feedback and committed to continually improving our products. In the past, we collected feedback on our products via a separate form, which is what was linked above. Now, in order to make requests more discoverable so others can upvote them and add their own context, we use the Product Feedback space of this community to collect feature requests and ideas.

To promote this idea, please first search the product feedback space (with the filter Topic Type = Idea) to see if it’s already been submitted. If so, please add any additional details you’d like and upvote the request - this consolidation helps to refine feedback and properly capture the popularity of the request.

If no one has submitted the idea yet, create one of your own and include as much detail as possible as described in this post: 

We are actively working on updating existing posts like this one with this new process and appreciate your patience as we do so! Thanks! 


Bonjour @Flavia D .  Thanks for your response.  I imagine that I not the first one to request a product feature that would allow a configurable approval workflow for the different states of a Lucid document.  Is this feature request in works and planned a near future release? Regards, PM


Hello there! I’m a Designer here at Lucid and I would LOVE to hear more about your document approval flow and how you are requesting feedback from others on your documents.

 

@PMBeaulieu I’ll be sending you a DM shortly. Anyone else who comes across this post and has feedback or thoughts around this, “like” 👍 this comment and I’ll be in touch 😃


IdeaSeeking Feedback

Good morning, 


Does anyone have an estimated timeframe for when the feature of obtaining approval from stakeholders (aka approval workflow)  will be implemented in LucidChart ?

 

Thanks and regards.