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🚦 Lucid expert tip: validating shape placement with smart containers

  • April 24, 2026
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How do you ensure your team isn't placing incompatible components within the same environment? This tutorial walks through two powerful methods for using conditional formatting and formulas to validate what belongs inside your smart containers.

What you’ll learn:

  • Predefined rules: How to set up specific call-out rules for common "incorrect" shape pairings.
  • Advanced data linking: Creating flexible rules that reference a custom data list of restricted associations directly on the shape.
  • Dynamic feedback: Using interpolated text to display custom, real-time alert messages that tell the user exactly why a placement is invalid.
  • Control at scale: Leveraging these formulas to maintain high standards for complex technical or organizational maps.

⚙️ A note on the UI

This video was produced around 2024. While the Lucid interface has seen some visual updates since then, the formula engine and conditional formatting logic demonstrated here are still the standard for building "intelligent" documents.

 

Are you using smart containers to audit your diagrams? Let us know how you’re automating your quality control below!