Automate repeated text fields in Lucidchart more efficiently than find and replace

Question

We have created a Lucidchart that serves as a technical specification and design document for our development team to use when building marketing journeys in Salesforce Marketing Cloud. The issue we are facing involves text fields that are repeated throughout the document. For instance, the user is required to enter their unique journey name, which appears in 10 different locations within the document.

Currently, we instruct users to perform a find and replace, which is more efficient than copying and pasting the text 10 times. However, we are looking for a more streamlined method that eliminates the need for find and replace. Ideally, the user would enter the journey name once, and it would automatically populate all corresponding fields in the document.

Does anyone have a solution that could help us achieve this?

BDukeHumana · Accepted Answer

Hi ​@Ambar D- thank you for the follow up! I have since found the solution while taking the “Formulas in Lucid” training lab. Specifically, the “Shape ID referencing” video provided the solution to pull in data from one shape (in this case a text box) into othershapes (also text boxes) in our technical document we designed in Lucid. This will help gain some efficiencies in our process, and prevents some human error from copying and pasting, or doing a find & replace.

Ambar D · Answer

Hi ​@BDukeHumana, thanks so much for your reply. I’m happy to hear that you found a solution to this, and I’ve learned something new here too!In an effort to keep this post informative and helpful, I’ve converted this post back into a question and marked the solution you shared as the ‘best answer’ so others can find this too. For anyone interested in this, I’d recommend checking out theFormulas in Lucid course from the Lucid Training Lab.

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