Form Data Template

Hi @pjshelley, 

Thank you for posting in the Lucid Community! Can you further clarifying what kind of template you are looking for? Are you looking for a specific kind of flow diagram or something for project tracking?

We are creating a new webform for an application and wanted to be able to capture the data elements that would go into the form such as field name, content type etc. We’d also like to be able to outline the workflow of the form etc. 

@pjshelley, thank you for the reply. What elements would you like to use for this progress? For the data capture would you want a table to display the data? For the workflow outline, would you like this to be represented in a flow chart style? Sorry for the amount of questions I am asking, this just helps me to understand what you are looking for.

Yes that would be what we would want. a table type view to capture the data and then a diagram to represent what happens when its submitted. 

@Kelsey Gaag one follow-up question, I see the smart table shape. Can you point me to how to use the smart table? I imported a xls, but didnt get the results I was expecting. 

Hi @pjshelley, 

Thank you for the reply! Smart tables use the data linking feature in Lucidchart, if you are having issues uploading the data I would recommending checking out this Help Center article. 

Do you mind expanding on what the issue is with the data you uploaded into the smart table? 

@Kelsey Gaag yes. actually I was able to import the data into Lucid, but am unsure how to display that data in a table.

@pjshelley, Thank you for clarifying! Were you able to select your data from the Contextual panel on the right side? You can access this by clicking on the smart table. 

yes I do see that panel. I was wanting to apply a style template to the table as a whole. Similar to an excel design template. It looks like all I can do is change the cell color\text etc.