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Use Cases

Discuss real-world applications, success stories, and best practices for leveraging Lucid products across various industries and scenarios.

264 Topics
mmerrill
mmerrillLucidite
posted in Inspiration
Tips and tricks to fully utilize your favorite Lucidspark features

Whether you want to collaborate, brainstorm, or launch ideas into action, there are dozens of Lucidspark features to help you seamlessly meet your goals! 🏆Inspired by the Lucid Champions program (an exclusive, customer-centric engagement program for Lucid’s biggest fans), here are some of our best tricks to help you fully utilize all of Lucidspark’s innovative features.Sticky notesSticky notes are by far one of our most-used and most-loved features. In fact, an anonymous Lucid Champion even called them the workhorse of whiteboarding! But did you know you can utilize the Quick Cleanup tool to clean up your sticky notes in seconds? Add ideas without restriction, and then Quick Cleanup will help you view them in an orderly way. ContainersContainers are perfect for boosting the clarity of your whiteboard. Organize resources, thoughts, and content into sections based on task, project, or team member. A solution architect at Twelve Consulting Group said, “Containers are nice because they he

3
mattjfried
Lucid Legend Level 1
3 months ago
rafaalb07
rafaalb07
posted in Inspiration
Using Lucidspark for Professional and Personal Use - Some thoughts!

Hi Community!Hope you all are doing greatJust to add to this amazing section in our Lucid Community, I'd like to share some thoughts on some ideas and possible uses for Lucidspark:As a Product Owner of a specific startup, I pretty much use Lucidspark for all ideation process and refinement. All work done in this specific board - in bigger or smaller part - becomes the creation of our backlog in Jira.Starting this I'd like to share our base Flowchart and Value Stream: This was, kinda, the first activity that I did with the team. Understanding our overall flow of activities. This way we were able to align some terminology and find ourselves where we were talking in our Value Stream.Another important activity - now with the UX Team, was to create our UI journey of specific screens that we were talking about. This had important repercussions with the UX team in general Still in the Same organization I did a brainstorm with the Sales Team. In that aspect we were talking about Sales Pitch an

7
SteveKnows
3 months ago
S
Scott PLucidite
posted in Lucid for Developers
Recent webinar recording: See firsthand how easy it is to build in Lucid

Curious to see what’s possible for your org to build through the Lucid developer platform?In our most recent webinar, our developers demonstrated how easy it is to build an extension on Lucid’s developer platform by building one in real time.During the webinar, you’ll also see the types of integrations you can build on the developer platform as well as open-source examples to use as starting points in your own projects. Here is a link to the recording: How to build an extension on Lucid’s developer platformRecorded on May 30, 2024 You can also check out the demo integration for yourself on Lucid's integration marketplace and an accompanying guide in our developer documentation. We’d love to hear what you’re building and are happy to answer any questions you have about our demo. Drop a comment below!   

0
S
3 months ago
Addie
Lucid Legend Level 1
AddieLucid Legend Level 1
posted in Inspiration
Create A Product Roadmap With Linked Data

Whether you’re in a basement brainstorming your best startup ideas or finishing up your fifth round of funding Lucidchart’s data linking functionality empowers you to create data driven product roadmaps.Product roadmaps are a great way to communicate your organization’s priorities to different teams and even investors. However creating a product roadmap typically requires substantial organization as you need to think through the strategic steps required to accomplish these goals. On top of that there are usually various stakeholders and teams that work cross-functionally to make gradual improvements to the product over time. This makes the creation of a product roadmap difficult because teams might have conflicting priorities and timelines to consider. With Lucidchart you can visualize the many variables that go into the creation of a comprehensive product roadmap. Rather than writing vague statements about your organization’s vision you can import data directly into Lucidchart to show

7
Micah
3 months ago
Cal Martin
Cal MartinLucidite
posted in Inspiration
Upcoming Webinar: Building effective business process diagrams

Hey Lucid Community! My name’s Cal and I’m a customer trainer at Lucid. In a few days, I’ll be hosting webinar to help you and your teams build stellar business process diagrams.  I’ll show you how to build your diagrams for clarity so that you can gain even more insights into your workflows and processes. Then, we’ll workshop together so that you leave feeling confident to create your own diagrams. Here are the details:Building effective business process diagrams📅 Date: May 16, 2024🕒Time: 11 a.m. MDT (1 p.m. EDT)https://lucid.co/resources/webinars/building-business-process-diagrams-may-2024?utm_medium=lucid-outreach&utm_source=lucid-employee&utm_campaign=webinar&utm_content=may-2024-gtm-webinar1

6
R
3 months ago
S
Scott PLucidite
posted in Lucid for Developers
New Share Link APIs

Hello, Lucid Developers Community! We're happy to announce the launch of our brand-new Share Link APIs, a step forward in enhancing collaboration and sharing capabilities within your applications. What's new with Share Link APIs? Using these APIs, users can automatically generate share links for their documents, making it much easier to share and distribute these documents with others on their team. Streamlined Collaboration Generate and manage shareable links directly from your app Easy Integration A simple API call integrated directly into your workflows is all it takes to create/delete shareable links and update link settings Enhanced Security Control (Enterprise accounts only) Add passcodes Set expiry dates Restrict shareable links to account-only users with the restrictToAccount property Enable Guest Collaboration in your shareable links for Lucidspark Custom Access Levels Decide exactly how others can interact with your shared documents – view, edit, or comment  For a deep

7
Richard U
3 months ago
renekreijveld
renekreijveld
posted in Lucid for Developers
No or very slow API replies from REST API

I am the developer of an application where we want to show pages from Lucidchart documents into our application. I want to show them by exporting each page as a jpeg file into our application. I created an OAuth 2.0 client and I can get and update a token without a problem. My application is written in PHP. To add the pages our users first search for Lucid chart documents. I use the Search document endpoint for that (https://api.lucid.co/documents/search). I then display the search results where the user can pick a Lucidchart document.Then, I use the Document Contents endpoint (https://api.lucid.co/documents/:id/contents) to retrieve what pages are in the document. I then loop over these pages to export each page to a jpg image with the Export Document endpoint (https://api.lucid.co/documents/:id?pageId=xxx).The problems I have, is that many times, the API simply doesn’t answer and times out. I almost never get an error message back from the API. I do sometimes I get a curl error 0 wit

11
T
3 months ago
ben.bahrman@headintheclouddev.
ben.bahrman@headintheclouddev.
asked in Lucid for Developers
Error when refreshing token

We are getting intermittent errors when refreshing Oauth2 tokens in our Rest API integration. We are using a legacy token (Admin > App Integration > General >App Integrations > Custom OAuth apps) and the app has been working in our test environment for months. We recently deployed to production and more users are using it more regularly. The same user will get a refresh token error one moment and then when they try again it errors (see below).We did have a scheduled process that was retrieving all documents from each user and therefore hitting the API more frequently (once per user every 15 minutes),  we have stopped that process  temporarily to see if that helps, but would like to know if there are any other known issues which would be causing the intermittent issues. {"type":"http.ClientResponse","code":400,"headers":{"Alt-Svc":"h3=\":443\"; ma=93600","alt-svc":"h3=\":443\"; ma=93600","connection":"close","Connection":"close","Content-Length":"166","content-length":"166",

13
Michael B
4 months ago
renekreijveld
renekreijveld
asked in Lucid for Developers
Can I set document properties when importing a document?

I use the Import Document endpoint (POST https://api.lucid.co/documents) to create Lucidchart documents. I found no option to set document properties like the page size (I wanto to set that to A3) and the orientation (I want to set that to landscape).Is that even possible?

1
T
4 months ago
K
khaleesioflucidchartLucidite
posted in Inspiration
Creating a Dynamic Status Tracker for cards in Lucid

How to build a cool dynamic tracker for your cards! This works for Jira, “standard” Lucid cards, etc. thanks to the smart semantic field mapping of formulas in Lucid. Lucid formulas can detect the status etc. of cards, and formulas can add it all up! See video:https://play.goconsensus.com/a9825dfd9    

5
JEP
4 months ago
renekreijveld
renekreijveld
asked in Lucid for Developers
How to create a document with data in it based on a template?

Hi, I'm looking for a way to create a Lucidchart document based on a template and add my own data to it. I managed to create a document based on a template with the POST https://api.lucid.co/documents endpoint. I cannot add my own data however, as this doesn't seem to be supported by that endpoint.Another route could be to use the Import documents endpoint but then I cannot seem to specify the template to be used.Or am I missing something here?

2
renekreijveld
4 months ago
A
Alex B
asked in Lucid for Developers
Standard Import - control text padding and shadows

Is there a way to configure the text padding and shape shadows? I don’t see it in the documentation. Re the text padding - my use case is attempting to align some text to a shape in a legendI have to manually update the padding after the import to get it to align to the centre in the editor I’ve tried:<p style=";font-size:8pt;margin:0px">and<p style=";font-size:8pt;padding:0px">neither work Re the shadows - that would enable my items to stand out better over a plan  Thanks,

4
T
4 months ago
S
Scott PLucidite
posted in Lucid for Developers
New JSON Standard Import API

Hi Lucid Developers!🌟 We just launched our JSON Import functionality within the Standard Import API, and it's set to revolutionize the way you create and visualize data in diagrams.🔍 Why is JSON Import a Big Deal?Simplicity and Power: Compared to other import methods, JSON import is less complicated yet more powerful, making it possible to auto-create detailed diagrams. Fully Automated Workflow: You can now automate your entire diagram creation process more quickly. No need to open Lucid - just set up your JSON, send a request to our Import Document endpoint, and let Lucidchart handle the rest. Ideal for Various Use Cases: Whether you're visualizing complex networks or leveraging AI for diagram creation, JSON import has opened up many new possibilities.👥 Who Should Be Excited?Network Professionals: Visualize intricate networks and data centers with ease. AI Enthusiasts: Bring AI-generated diagrams to life quickly. Automation Gurus: JSON import is the perfect option for automating wo

10
N
4 months ago
Tayan H
Tayan HLucidite
posted in Inspiration
Share your Lucid innovation stories!

Attention all innovators! 📢At Lucid, we’re defining what it means to build the future. Since that mission is all about innovation, we know there’s more to it than just big ideas—it’s also about the tools and processes you use to bring ideas to life. For example, our research and development (R&D) teams use Lucid to visualize data and architecture design. They might use a template like these or create their own visual system. Visualizing this data allows them to make faster decisions about innovation projects and ensure alignment across their teams.We want to uncover more innovative uses of our platform or how you use the core functionality to make innovative things yourself. So, our question to all of you is this: How do you use Lucid to spark innovation? In the comments below, share your best tips, success stories, favorite features, go-to templates, and Lucid workflows for innovative projects. 👇

0
Tayan H
4 months ago
Kira
KiraLucidite
posted in Inspiration
Check out the newest templates in Lucid 👀

Here at Lucid, we are constantly creating new templates to make you successful in our products! Keep an eye out for the latest and greatest template releases by subscribing to this topic thread 🎉

4
hedinn
4 months ago
D
De Isaura
asked in Lucid for Developers
Request for help with my final thesis

I would like you to help me make the appropriate associations between my use case and my degree project. I have difficulty making the appropriate associations with extend and includes 

1
Rick P
4 months ago
C
cfitz
asked in Lucid for Developers
Standard Import API error message: Invalid shape type

Hi! I am trying to use the Lucid Standard Import to create a document with an org chart. The org chart is the only shape in the 1-page document. In the shape object, I have:"type": "orgChart"and I am getting a “badRequest” error with the following details:{ "error": "Count: 1, message: Invalid shape type", "import_error_code": "invalid_file"} 

2
C
4 months ago
Belinda F
Belinda F
asked in Lucid for Developers
Org Chart data formula to display pay period data in diagram

I'm attempting to create a formula which displays the relevant pay period for our org chart data (e.g. - as at PPED 3 November 2023) in a standard shape as part of the page header.  The Pay Period field is included in the org chart data for each record.   I've tried to use the LOOKUPVALUE formula but keep getting an error at the start of the formula whether I use the '=' or '{{= ' syntax.   e.g.  =FIELDLOOKUP("Sheet1""Pay Period End Date""74603020")   The key is the top level position in the data.    Is this possible to do or am I using the incorrect formula/syntax?

4
Micah
4 months ago
Nick D101
Nick D101
asked in Lucid for Developers
FIELDLOOKUP and LOOKUP Formulas do NOT update after data updates

While using the FIELDLOOKUP and LOOKUP functions in my document I noticed that they did not update as the associated dataset was updated. Steps to reproduce: Create a new dataset with some minimal data Create a field (variable) on the page Use the FIELDLOOKUP or LOOKUP formula in the value of that field Verify the value matches the originally uploaded data Open the data panel and make a manual edit to the data in that dataset The value of the field does NOT change (it still reflects the value that was originally uploaded) - this seems to be a bug as it is not the expected/intuitive behavior From the data panel choose to Replace the dataset with a new set of values Verify the value of the field now reflects the newly replaced value in the dataset

4
Micah
4 months ago
Andries J
Andries J
asked in Inspiration
How to map disaster risk management value chain with Lucidchart

Hi there. I love what Lucidchart offers. I can see the potential but starting a new project is not that simple. For example what would a disaster risk management value chain look like when one needs to show linkages to bottlenecks stressors stakeholders and outcomes? Maybe somebody can help

2
Micah
4 months ago
Addie
Lucid Legend Level 1
AddieLucid Legend Level 1
posted in Inspiration
Project Managers: Build A Data-Driven Dashboard With Dynamic Shapes

Everyone knows big data is here to stay. As more and more data becomes easily available both the prevalence and importance of data-driven business solutions will increase. However InformationWeek Business Intelligence found that one of the primary barriers businesses face when they try to leverage data is a lack of visualization tools. Lucidchart believes there is no point to data for data’s sake. Instead Lucidchart aims to provide a simple way for anyone to visualize spreadsheet data with the new dynamic shape library. Dynamic shapes allow you to add static values or use formulas to calculate and display statistics such as total progress percentages and ratings directly on Lucidchart documents.   Specifically dynamic shapes can help you with data-driven project management. For example let’s say you need to plan an event for your company. From creating a budget picking a location and planning logistics to solidifying a promotional strategy and inviting guests there can be a seemin

1
Micah
4 months ago
Whittney C
Whittney CLucidite
posted in Inspiration
How to use Smart Containers for Marketing Campaigns

The possibilities with Smart Containers are endless! While the inherent flexibility of Smart Containers makes it possible for you to customize how to use them it also makes it more difficult to grasp the full potential of the feature. When the sky's the limit where do you begin? First build a spreadsheet for your marketing campaign. Often organizing a marketing campaign means breaking down large projects into smaller tasks and then delegating these tasks to sub-teams or individual team members. These smaller tasks usually end up in a spreadsheet which looks something like this: These large spreadsheets often act as the center for information but it is often tedious to find information quickly and difficult to rearrange the spreadsheet’s format. Smart Containers go further and provide the tools to visualize and organize data. Lucidchart lets you import existing spreadsheets. Next separate your information into Smart Containers. To determine how your data is organized you’re asked to cho

1
Micah
4 months ago
Laszlo P
Laszlo P
asked in Lucid for Developers
Embedded Lucid Chart automatic data refresh

I have created a Lucid Chart with data link to a Google Sheet. I have embedded the chart in my custom web application. When I make a change in the Google Sheet most of the time (not always) within 30 seconds the change is reflected in the Lucid Chart editor. To see the data changes in the embedded chart on my web site I have to open the chart in the Lucid Chart editor where most of the time it automatically refreshes. Is there a way to force the embedded chart data refresh when I reload the page of my custom web application without opening the chart in the Lucid Editor? It would be great to be able to periodically call a URL with a background process to force the Lucid Chart data update so the embedded chart would show the latest on the web site.

9
Micah
4 months ago
K
khaleesioflucidchartLucidite
posted in Inspiration
Toggle Conditional Formatting - From Diagram Key!

Hi! I’m one of the Sr. SE’s at Lucid and I wanted to share a fun tip on how to use shape actions and your diagram key to allow anyone looking at your document to turn on and off the conditional formatting. Check it out!! https://play.goconsensus.com/sde44490a

1
Abby S
4 months ago
M
marcin.wilkos
asked in Lucid for Developers
This OAuth2 client is not available

My team developed a web application that uses a REST API to create and then embed the Lucid Chart documents into our website.We successfully tested the integration between our app and the Lucid. It works fine as long as the user is added to the collaborators in the developers panel.However, when other users test our application they get an error saying:“This OAuth2 client is not available”The account administrator installed our application package for the whole account, but the error still persists.We don’t use the Extension API and our application is totally external to the Lucid. We just need to use the REST API only. 

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Ian Baenziger
4 months ago
Lucid Software Inc. Supplemental Community Terms