Numbering a straight line is easy, but what happens when your process splits? This video explores how to use page data and upstream formulas to ensure your step numbers remain accurate even across complex branching paths. For full formula information, please refer to this documentation, and for a similar tutorial on numbering shapes in a more basic path, please view this post:
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What you’ll learn:
- How to create a custom data property at the page level to manage global numbering logic.
- How to write
if formulas that count upstream shapes to automatically determine the correct step number. - How to handle branches so that parallel steps share or increment the correct subsequent number.
- How to use conditional formatting to display these dynamic values as professional text badges on your shapes.
⚙️ A note on the UI
This video was produced around 2024. While the Lucid interface has been refreshed since then, the formula logic for upstream counting and the conditional formatting engine remain the standard for building intelligent diagrams.
Do your processes have a lot of "if/then" splits? Tell us how you're keeping your complex maps organized in the comments!
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