How to link process steps across multiple documents

Question

Hallo zusammen,ich möchte Lucid hauptsächlich zur Prozessdarstellung nutzen und innerhalb des Systems verschiedene Verlinkungen erstellen.Ist es möglich, einzelne Prozesskästchen bzw. Prozessschritte in anderen Prozessen zu verlinken? Idealerweise so, dass Abhängigkeiten sichtbar werden.Besonders interessant wäre für mich eine Funktion, bei der ich eine Art Beziehung zwischen Prozessen herstellen kann. Wenn sich beispielsweise in Prozess A etwas ändert, sollte ich einen Hinweis oder Alert erhalten, dass Prozess B überprüft werden muss.Gibt es in Lucid eine Möglichkeit, solche Strukturen ähnlich wie eine Datenbank- bzw. Abhängigkeitsstruktur oder vernetzte Prozesslandschaft darzustellen?Vielen Dank für eure Erfahrungen und Tipps!EnglishHello everyone,I would like to use Lucid mainly for process visualization and to create different types of links within the system.Is it possible to link individual process boxes or steps to other processes? Ideally, this would allow dependencies between processes to be visible.What would be particularly helpful is a feature that allows relationships between processes. For example, if something changes in Process A, I would receive a notification or alert that Process B should be reviewed.Is there a way in Lucid to represent such structures, similar to database relationships or a network of linked processes?Thank you in advance for your experiences and suggestions!

alison cheney · Accepted Answer

Hi ​@Bianca.F.,Thank you for posting in the Lucid Community, and thank you ​@akshaya_niranjanfor your detailed response that is spot on!I wanted to add one thoughtto Akshaya’s point about handling change reviews:While Lucid doesn’t send email alerts for dependencies, you can create a visual alert using Conditional formatting. Here are the steps below that are linked in the Lucid Help Center article:Create a new rule.Add conditions to a rule.Select your formatting.If you link your diagram to a spreadsheet as Akshaya suggested, your “dependency network”will automatically light up with these visual cues whenever the underlying data changes. It’s a great way to see at a glance which parts of your process landscape need attention! Please refer to this Community post on Conditional formatting if you have any more questions.I have one quick question, are you using a project management tool like Jira or Azure DevOps to track these process steps?Thank you for engaging in our Lucid Community! Please let me know if you have any additional questions.

akshaya_niranjan · Answer

You can model something close to this in Lucidchart, although it’s important to note that Lucid is primarily a visualization tool, not a full dependency-management system. That said, there are a few practical ways to structure it.

1. Link process steps to other processes
You can attach links directly to shapes.

Steps:

a.Create your main process diagram.

b.Select a process box (shape).

c.Click Add Link

d.Link it to:

i.another page in the same document

ii.another Lucid document

iii.an external URL or documentation page.

This allows you to build a hierarchical structure (e.g., Process -> Subprocess -> Detailed workflow).

2. Show dependencies between processes
You can represent relationships visually using connectors.

Steps:

a.Place each process as a box or grouped object.

b.Use connectors/arrows to link dependent processes.

c.Label the connectors (e.g., input, trigger, dependency).

d.Optionally use colour coding or layers to distinguish types of relationships.

This effectively creates a network of processes rather than just a linear flow.

3. Add metadata to track dependencies
Lucid also allows you to attach data fields to shapes, which can help track relationships.

https://developer.lucid.co/docs/editor-extension-data

Steps:

a.Select a shape.

b.Open the Shape Data panel.

c.Add fields such as:

Process ID

Depends on

Owner

System

d.Optionally link this to a spreadsheet/data source if you want to manage the data externally.

https://developer.lucid.co/docs/shape-data-properties

If you want to manage dependencies outside the diagram, Lucidchart supports data linking with spreadsheets.

For example, you can connect a diagram to Google Sheets or CSV data, and updates in the sheet can automatically update the diagram.

https://www.lucidchart.com/pages/data-linking

4. Handle change reviews (Suggestion)
Lucid doesn’t automatically trigger alerts like “Process B must be reviewed if Process A changes.”
But, you can approximate this with a simple governance approach:

Steps:

a.Maintain dependency links between processes.

b.Assign owners in the shape metadata.

c.When a process changes, review all connected processes.

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