+1
I set up a data link to a google sheets. How do I use this data in my org chart? I want to be able to edit the google sheet and have it auto refresh on the or chart. Right now, I only see the option to upload a google sheet (which works), but then I have to hit manual refresh.
Best answer by gwingate
View originalHi
+1
I do have an Enterprise license. Can you please share how I can use that feature with an Org Chart through the Enterprise license?
If your data is not automatically refreshing to reflect new updates, can you please try re-uploading your data using "replace data set"?
If that does not resolve the issue, can you please share screenshots of any error messages popping up (if applicable) and whether you are using a template or the ‘Import Data’ function (which creates the org chart from your sheet)?
+1
Hi, thanks for the reply. I do not see any error messages. I have tried both by template and using the ‘Import Data’ function, but neither seem to work. On the left-hand side, under data panel, if I upload the google sheet there - this data link displays any changes to the google sheet and is updated automatically without hitting refresh. However, I am unable to use this data upload in the Org Chart. It keeps asking me to upload a Google Sheet under the Org Chart Data Properties panel on the right. I see the data populate into the Google Sheets, but there is no automated refresh. Is this something to do with the Org Chart Properties?
Let me know if there’s further explanation needed.
Does this answer your question?
Does this answer your question?
Okay, so we are having a similar problem. What I am reading by this thread is that automated org charts is NOT possible….Is this true?
If it is, that is very unfortunate, because all the sales documentation that we read, and the only reason we picked Luicid, made it sound like after connecting our data via data-linking, we would be able to automate our org-chart. We have enterprise license, and are data-linking successfully, and it appears to be updating that, however, we still have to manually click on “refresh data” in the org chart right side panel. Is this going to be a feature that Lucid is working on (automation in the org-chart update)? The idea here is to be hands off as much as possible.
Finally, for more information on how Lucid manages feedback via this community, take a look at this post:
A Lucid account is required to interact with the community. You will be redirected to the Lucid app to create an account.
A Lucid account is required to interact with the community. You will be redirected to the Lucid app to log in.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
