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Product Questions

Ask questions, get help, and share tips about Lucidchart, Lucidspark, and Lucidscale key features, such as data visualization, org charts, shapes and lines, conditional formatting, and much more.

  • 5,901 Topics
  • 14,915 Replies
5900 Topics
H
Hot Rod
asked in Product Questions
Data linked connections between objects?

Is it possible to create connectors between objects that are defined by a column via data linking?Ie. would like to define a “Parent Object” column to define the connection between a current row and a parent object.  It would very much be like a Org Chart data sheet between a manager and a direct report.

665
Kelsey Gaag
S
shaunsnowden
asked in Product Questions
Can you expand or view embedded pdfs in Lucid?

Hello, I’ve embedded a number of pdfs onto a Lucid board.  I’ve uploaded these pdfs from my desktop, so the intention is to have these pdf’s reside on the lucid board as thumbnails.  I cannot figure out how to view these Issue:  How do I view an embedded pdf that is now native in Lucid?  I cannot open these files to see their content. 

671
Humas1985
Lucid Legend Level 8
P
pichonis
asked in Product Questions
Error when export chart to PDF

I create four charts in one document, each on different sheets. When I tried to export the document,  a message appeared saying the document is too large, followed by a fail operation message. I found in the community that this error has occurred before. A post titled “An error exists on this page (export to PDF fail)” from a month ago mentioned that it was resolved by the developers. 

201
Richard U
P
PaulS59
asked in Product Questions
Link word documents to flowchart

New user trying to link word documents on my desktop to a process box in a flowchart. Tried New and Link but obviously missing something. Grateful for any help. Thanks Paul 

514
Leianne C
A
aebaugh
asked in Product Questions
None of my documents will open!

I am attempting to edit a few of the org charts I’ve created on Lucidchart but now they will not load in order to open. The loading bar stops at about 80 percent and no documents will open. What is the problem? Is there something I can do? Thank you!

493
Kelsey Gaag
J
jmr007
asked in Product Questions
New objects on the same horizontal line that don't link/report upwards, but rather to the preceding object on the same line.

Good day, I would like to be able to add a role like a deputy CEO role in an org chart. This role should sit on the same horizontal line as the CEO, but the report line should be to the CEO not to the role above the CEO. Can this functionality be made available? Right now I have to create a box from the shape library with a line manually, but as I update the org charts, my new “additions” don’t follow the other objects and it is immediately messy looking. Thanks J-M

121
Kelsey Gaag
J
jmr007
asked in Product Questions
I can’t do the vertical information boxes or new org-chart objects for the group roles like the Board of Governors or Presidency.

Good day, I can’t do the vertical information boxes or new org-chart objects for the group roles like the Board of Governors or Presidency. Can the Org chart templates be updated to allow such new “object types” and also information “boxes” , so that when added then they keep aligned like all other objects in the template?Pls see attached to give you an idea of what I am looking for.  As you can see the sample org chart has been created manually, not using a tool like yours.The “info boxes” I am asking for in this ticket can be seen above and you can see that this was manual as the “connection lines” are not straight and don’t follow a set layout. Thanks, J-M 

171
Kelsey Gaag
P
pjshelley
asked in Product Questions
Form Data Template

Looking for a template to capture form data elements and layout. I looked through the template library and don’t see anything.  

6513
Kelsey Gaag
G
gilles
asked in Product Questions
Create a process diagram from CSV import : nothing happens

Try as I might, when I upload my CSV as per https://help.lucid.co/hc/en-us/articles/15927090927508-Create-a-process-diagram-from-CSV-import instructions, nothing happens.I have compared my csv with the one provided as exemple, and I see no difference, even using Visual Studio Code.I would really like to learn how to properly use this function, so any help on solving the matter would be appreciated.I do not know how to share my CSV, so here is the code below :Id,Name,Shape Library,Page ID,Contained By,Line Source,Line Destination,Source Arrow,Destination Arrow,Text Area 1,Text Area 2,Text Area 31,Page,,,,,,,,Page 1,,2,Swim Lane,Flowchart Shapes,1,,,,,,Zephyr support,,3,Terminator,Flowchart Shapes,1,,,,,,"Problème identifié avec l'application ""Agenda""",,4,Decision,Flowchart Shapes,1,,,,,,Identifier le Type de Problème,,5,Decision,Flowchart Shapes,1,,,,,,Incident,,6,Decision,Flowchart Shapes,1,,,,,,Bug,,7,Decision,Flowchart Shapes,1,,,,,,Utilisation du logiciel,,8,Decision,Flowchart Sha

20213
Amelia W
M
MW007
asked in Product Questions
Duplicated column in "dynamic table"

hello, there is status in jira called “Ready for review”, the problem is that depending where you are in JIra (settings, workflow, board) this status is presentes as:READY FOR REVIEWReady For ReviewReady for reviweIt seams that Jira is not case sensitive, … I’ve seen similar things about “In progress”, but for some reason “In progress” does not causes issues in Lucid.In our case, dynamic table shows two column one named: Ready for review, the second one is Ready For Review. During moving cards between columns in dynamic table, we can observe, quite often, that jira cards jumps from “Ready for review” column to the “Ready For Review” there and back, sometimes even 2-3 times… If we do not make any operation on content of dynamic table, then we can observe stable positions. Items are never divided between mentioned columns, all of them are are places in one of those “duplicated” part of table.Could you fix it? 

313
Leianne C
TC C
TC C
posted in Product Questions
How to view grid on pages that have a master applied?

When I apply a master to a page the grid on the applied pages disappears. How can I see the grid again? Steps to repeat: Create a new diagram. Notice that Page 1 shows gridlines. Add a new page. Right click on the new page and select "Convert to Master Page" Right click on the newly created Master and select "Apply Master to All" Click on the Page 1 tab and notice that you can no longer see the gridlines.

117
Leianne C
R
rraghuvamsi
asked in Product Questions
What is the point of a diagram key?

Was going through the Intelligent Diagramming pathway and came across the concept of a diagram key. Why do I have to go through the hassle of creating a custom shape library, naming it, adding shapes to the library and naming them too only to create a diagram key which serves no purpose but to act like a legend?I do get the point of creating a custom library. But for a diagram key - I can rather share the pre-existing page as a template to my collaborators with a rectangular box created as legend - with shapes copied from process flows and adding some text next to them.

542
Leianne C
T
TiniT
asked in Product Questions
Cannot see updates to chart from other collaborators

Good morning:I added collaborators to a flowchart I created and shared. They are able to edit and share as well. One of the collabs stated that she updated the chart, however, I cannot see her updates. Any suggestions?  

142
T
R
rraghuvamsi
asked in Product Questions
How can I use LucidChart as part of my workflow automation?

Hello folks,As part of Change and Transformation team, my role involves frequent client interactions and process mapping, which I now perform using LucidChart (enterprise version) after transitioning from ARIS. I am seeking ways to leverage LucidChart to enhance my daily tasks.My typical workflow includes using Excel (which is used to update tables which includes data points like “Activity Name”, “Risk Y/N”, and other meta data), PowerPoint, Teams, ServiceNow, and Archer. While I am aware that LucidChart offers app integrations, such as with Teams to improve collaboration, I am particularly interested in exploring automation capabilities within LucidChart.Any insights or suggestions on how to effectively utilize LucidChart for automation would be greatly appreciated.P.S: I do not have programming background, so concepts like API would be too technical for me.Thank you!

371
Humas1985
Lucid Legend Level 8
T
Tim D'Annecy
asked in Product Questions
Match size of smaller object?

Box A - 10x10 px Box B - 40x40 px Box C - 40x40 pxIs it possible to match the size of Box B and C with Box A?It seems that the option for Arrange > Match Size > Both Width and Height only matches the largest dimensions.I wish there was a way to base this “match” function on selection order (e.g. first selected object is the target size).Here is a video of the issue: https://i.imgur.com/Tg67MTc.mp4

541
Humas1985
Lucid Legend Level 8
J
joshallen
asked in Product Questions
Can I sort and/or gather stickies into duplicates

Gathering and sorting is a great way to make sense of stuff, but i don’t always want the stickies to move away from their original location. For example, there may be a relationship I want to show on a diagram, but if i gather/sort, it pulls those original stickies away. Obviously i can select and duplicate, but was just curious if there’s a way to have the sort/gather do that without me having to select/duplicate the original stickies.Or is there a way to gather and then send back to the original location?

242
J
R
Lucid Legend Level 4
rvassilatosLucid Legend Level 4
asked in Product Questions
Music on Lucid Timer

Is there a way to have lower the volume on the music. I had people who loved it, but felt it was too loud. 

886
Zuzia S
Andrew B105
Andrew B105
asked in Product Questions
Person's name is in the data panel but will not appear on org chart

I have a large org chart and all seems to be working, however there is one particular person whose name is in the data, but it doesn’t appear in the box on the org chart. The “Name” field is ticked, but toggling it makes no difference to the appearance. There are over 100 other boxes that all work fine. I update the data in the chart via an Excel import. I’ve tried clearing overrides and all that does is reset the size of the box. I tried deleting the box, reimporting the data, and it imports again without the name. There seems to be no way to enable the name field for this person. Any ideas?

365
Amelia W
C
cspalton
asked in Product Questions
Sorting by colour / tag now creates a long horizontal line of stickies

Hi there - for some reason my lucid has started creating a long horizontal line of stickies whenenver I sort by tag/sticky colour. It used to create nice boxes, x stickies wide, x stickies deep, but now just puts them in a long horizontal container.  Still grouped as they should be but this makes it much harder for readability / scrolling all the way along, comparing groups side by side etc. Any ideas on how I can ‘reset’ this?  Thankyou!

273
Kelsey Gaag
KatieSW
KatieSW
asked in Product Questions
Editing Lucid charts in the cloud version of Confluence

We have the Lucidchart Connector installed for Confluence, and we’re able to add documents.  However, it doesn’t seem to be allowing users to make edits within the Confluence page and only provides an icon which then opens Lucid in a new tab. Just wondering if this is because we are using the cloud version of Confluence and not the server version, or if there’s something else happening.

475
Amelia W
S
Steve Hawthorne
asked in Product Questions
ERD - Import a Salesforce schema with Relationships

I can import Salesforce objects and fields into my ERD diagram, but I have to create the relationships manually. I’m pretty sure in the past Lucid did this for me. Am I missing something?

25221
Kelsey Gaag
L
Lynn764
asked in Product Questions
Organising elements within a Dynamic Table cell

I seem to regularly lose the ability to organise shapes within a Dynamic Table cell.My objectives are (1) to keep the cells as tight as possible - don’t make it bigger than it needs to be to contain the shapes - and (2) be able to change the order in which shapes are positioned within the cell.In the example below, the space to the right of ‘C1’ is inaccessible - I can’t seem to move any card there. I added another sticky ‘C4’ and somehow in playing around, managed to fit one in there for a sort time… but then when I tried to change the order, ALL the spaces in the middle ‘column’ of the KPI cell below A2 were suddenly no longer accessible, so I had C3 and C4 all in the first ‘column’ below A1, and nothing to the right of them.Has anyone else encountered this? Is this a settings issue, user error, a bug or maybe something else?Thank you!  

854
Kelsey Gaag
M
Marlene
asked in Product Questions
Integration with Jira - create issue in Jira and populate card on Lucidspark board

Hi, I have imported Jira issues from different projects into a Lucid Spark Board via the integration. I know I can create Jira tickets from Lucid and then it updates in Jira, however this is not the ideal use case.Does the integration work the other way around? So when I create an issue in Jira and refresh the Lucid Page can I see the newly created ticket in the Lucid Board? I tried to test this and the last scenario does not seem to auto update, and I also cannot find a way to update with deltas only. please can someone assist?Thank you kindly 

443
Shantel Gillette
D
DrewsCharts
asked in Product Questions
Direct import from google drive?

Is it possible to import a chart from google drive? I created it with a google doc using Drawings and the download options are below. Do I need to create it in google sheets? Do I have to start over on Lucid Charts?  

112
D
Michael S107
Michael S107
asked in Product Questions
Confluence Cloud Embedded Links not working as described

Any assistance getting Confluence Cloud Embedded Links working would be appreciatedhttps://lucid.app/marketplace#/newlisting/b74196eb-03f2-4638-b84a-4159b73b77b6Allow viewing and updating of Confluence content directly within a Lucid documents No instructions other than pasting link to Confluence page Only shows as a regular web link with thumbnail - no content preview or edit ability Cannot find any instructions or guidance available Have connected/enabled for myself and team. Using Confluence Cloud  

525
Amelia W
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