Uploaded April 2026 | Updated September 2026, 2 weeks ago
Learn how to build smarter Lucid templates by setting custom rules for lines and connections. This tutorial shows you how to add data fields like type and VPC to custom shape libraries so your diagrams can coach users on correct workflows. You will discover how to use formulas to automatically highlight disallowed connections, such as blocking a direct line between a firewall and a server. Improve diagram accuracy and streamline technical documentation using these advanced conditional formatting and line logic tricks.
Sign up for a free Lucid account:
lucid.co
This video was made around or before 2024. The UI might look different today, but the functionality should still work.
*Timestamps*
0:01 Building custom shapes and data fields
1:07 Coaching connections between shapes
1:43 Building a connections disallowed rule
2:21 Using formulas to check connected types
3:37 Applying formatting to lines and endpoints
4:02 Verifying line connection logic
4:31 Advanced logic for smarter templates
*Recommended resources*
Using formulas in Lucid:
help.lucid.co/hc/en-us/articles/15179329448596-Use-formulas-in-Lucidchart
Conditional formatting guide:
help.lucid.co/hc/en-us/articles/16293796201108-Add-conditional-formatting-in-Lucidchart
#Lucidchart #TechnicalDiagrams #WorkflowAutomation #CloudArchitecture #Templates
*About Lucid*
Lucid Software is the leader in visual collaboration and work acceleration, helping teams turn ideas into reality. Its Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus, an AI-powered product management platform, help organizations streamline work, foster alignment, and drive business transformation. The most used work acceleration platform by the Fortune 500, Lucid is trusted by 100M+ users worldwide.
🔔 Subscribe for more tips and tutorials: youtube.com/@lucid_software?sub_confirmation=1
*Connect with us*
Facebook: facebook.com/lucidsoftware
Twitter: https://x.com/lucidsoftware
Instagram: instagram.com/lucidsoftware/#
LinkedIn: linkedin.com/company/lucidsoftware
Learn how to build smarter Lucid templates by setting custom rules for lines and connections. This tutorial shows you how to add data fields like type and VPC to custom shape libraries so your diagrams can coach users on correct workflows. You will discover how to use formulas to automatically highlight disallowed connections, such as blocking a direct line between a firewall and a server. Improve diagram accuracy and streamline technical documentation using these advanced conditional formatting and line logic tricks.
Sign up for a free Lucid account:
lucid.co
This video was made around or before 2024. The UI might look different today, but the functionality should still work.
*Timestamps*
0:01 Building custom shapes and data fields
1:07 Coaching connections between shapes
1:43 Building a connections disallowed rule
2:21 Using formulas to check connected types
3:37 Applying formatting to lines and endpoints
4:02 Verifying line connection logic
4:31 Advanced logic for smarter templates
*Recommended resources*
Using formulas in Lucid:
help.lucid.co/hc/en-us/articles/15179329448596-Use-formulas-in-Lucidchart
Conditional formatting guide:
help.lucid.co/hc/en-us/articles/16293796201108-Add-conditional-formatting-in-Lucidchart
#Lucidchart #TechnicalDiagrams #WorkflowAutomation #CloudArchitecture #Templates
*About Lucid*
Lucid Software is the leader in visual collaboration and work acceleration, helping teams turn ideas into reality. Its Visual Collaboration Suite (Lucidchart and Lucidspark) and airfocus, an AI-powered product management platform, help organizations streamline work, foster alignment, and drive business transformation. The most used work acceleration platform by the Fortune 500, Lucid is trusted by 100M+ users worldwide.
🔔 Subscribe for more tips and tutorials: youtube.com/@lucid_software?sub_confirmation=1
*Connect with us*
Facebook: facebook.com/lucidsoftware
Twitter: https://x.com/lucidsoftware
Instagram: instagram.com/lucidsoftware/#
LinkedIn: linkedin.com/company/lucidsoftware
