How to edit cards template for Lucid cards

Good day,

Thank you for posting. This is a great suggestion to our Lucidspark cards. Right now, that functionality is not available. However, you can add tags to your cards. You can create any tags you want, and assign them to your cards. To do this, click on your Lucid card, select the tag icon, then enter the custom text, and select the option to turn that text into a tag. You are able to create multiple tags, and tag the Lucid cards as needed. Please let me know if this works for you, or if you have any questions.

Thanks both!

Unfortunately, the custom card integration seems a bit complex for a non-tech business user like me. 80% of Lucid users in my org are non-tech. Also, we don’t have admin rights to install dependencies.

It would be great if it comes as a pre-built feature. This would directly benefit 10K + users in my org. 

Regarding Tags, this seems like a decent workaround, however, you need to click on each tag to reveal its content, which could be quite cumbersome. 

Good morning Hysen,

I’m glad to hear that tags might work for you. I wanted to point out that tags are color coded, and if you know what each color means (perhaps you could add a key to your document), that might make it faster to know what is being represented on the card without clicking into each one. Thank you for your feedback! 

Hello team.

On a Lucid Card, Is it possible to eliminate the T-Shirt Size field and replace with something else? Would love to have a “Reports to” field so I can illustrate our reporting structure easily.

Thanks,

Tomás

Hi @delamaza, thanks for posting! Just to confirm-- as this post is in our Lucid for Developers community, are you using a custom cards integration built using our APIs, or are you referring to manually changing fields in a standard Lucid card through the regular UI? 

Thanks for your response, Emma, and my apologies for posting apparently in the wrong section. I’m new to this platform. Anyway, I was referring to the second hypothesis: manually changing fields in a standard Lucid card through the regular UI.

@delamaza Will you post your question in the Peer Support Community? 
I want to make sure the best people get their eyes on your question. 

Thanks!

@Hysen What I did to overcome this limitation of cards was to create my own using a table shape with linked data from Google Sheets.  Then create a custom shape once you have it looking the way you want.
 

PatrickRadoszewski :

@Hysen What I did to overcome this limitation of cards was to create my own using a table shape with linked data from Google Sheets.  Then create a custom shape once you have it looking the way you want.
 

 

Hi Patrick, 

I can conceptually understand what you have done but I am struggling to find the exact steps to achieve it. Would you be willing to elaborate a little more on how to achieve it? Perhaps, there is already some documentation on custom shapes linked to a google sheets?

I tried Lucid Cards integration with Google sheets, however, it doesn’t display all the fields on the cards. Not sure If am doing something incorrectly. 

Hysen :

PatrickRadoszewski :

@Hysen What I did to overcome this limitation of cards was to create my own using a table shape with linked data from Google Sheets.  Then create a custom shape once you have it looking the way you want.
 

 

Hi Patrick, 

I can conceptually understand what you have done but I am struggling to find the exact steps to achieve it. Would you be willing to elaborate a little more on how to achieve it? Perhaps, there is already some documentation on custom shapes linked to a google sheets?

I tried Lucid Cards integration with Google sheets, however, it doesn’t display all the fields on the cards. Not sure If am doing something incorrectly. 

I think, I found it, https://help.lucid.co/hc/en-us/articles/16493391394068-Link-data-to-a-Lucidchart-document. 

@Hysen 

Yes that link is key. So steps would be like:

1. Create a Google Sheet of your data
2. Link the Google sheet to your Lucidchard like in the linked doc above
3. Drag one whole row on to your canvas.  It will ask you for a shape.  Choose a table.  It will look something like this

   

    

4. Format that one shape how you’d like the card to look.  You can merge cells and use text alignment and conditional formatting to get the look you want.  I made mine look like this:

   

   (Conditional formatting adds the Trophy icon, if it’s a feature, color codes the border based on Area, etc)

5. Once you are happy with it, right click > more actions > add to custom shape library
6. Now you can select all the rows from the data view, drag on to canvas, and select your custom shape you just made

I am pretty new to Lucid but what I’m currently thinking about, that has brought me to this post, is the need for these Lucid cards to be completely customisable - I’m thinking choose your own field title, then as you go into things such as using the dynamic elements of the cards you have all your own statuses. In my current example the types of Fields I would want in a Lucid card are things like: Customer Name, Customer Status, Customer Value, Last Contacted Day, Next Contacted Day - Is it possible to get the cards to do something like that?

@Danielle M There is a very specific thing called a “Lucid Card” and AFAIK it is limited to the data types set forth by Lucid (Title, description, assignee, estimate, etc).  
If you want something totally customizable you can use a solution like I put forth above.  The downside being you lose some of the functionality that works with Lucid Cards like the ability to place on a timeline and have dynamically updating dates, or have a dynamic table that changes the source data based on which column a card is in.