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I am researching Lucid to see if it is a good fit for my company.  We conduct Disaster Recovery application tests on a regular basis and maintain documents.  

I wish to convert an Excel file with three steps shown below into a process diagram but it doesn’t appear to be working for me.  Could you advise whether the Excel spreadsheet needs to be provided in a different manner?

 

Response:

Hello ​@jjenks ,

Here's a great resource to accomplish the Excel to Process Diagram flow (Article)

There are some prerequisites for the data fields/columns and the right sequence to complete this process (see the ‘Required columns’ section). You need the following columns in your data:

Id
Name
Shape Library
Page ID
Contained By
Text Area 1

 

Also, the data must be linked via the Shapes (see the `Import your Data’ section)


Good luck with your evaluation!

-The Lucid Legends Team