Actions and Hotspots

Create complex, interactive diagrams with action-linked shapes!

To add an action to your document, follow these steps:
    1. Click on a shape on your canvas.
    2. Click on the lighting bolt icon in the properties bar.

      action_icon.png

      Note: You can also add an action by right-clicking on a shape and selecting Add Action.

      right_click_add_action.png

    3. Click Choose an Action, then select an action from the drop down menu.

      select_an_action.png

    4. Follow the prompts that correspond with the selected action. (See the section below for information about the supported actions).
    5. Click Done to apply the action to your shape.
Toggle Layers
Toggle the visibility of layers (i.e. hide/show).

Show Layers
Make layers visible.

Hide Layers
Hide layers from view.

Link to Page
Navigate to another page of the Lucidchart document.

External Link
Navigate to an external site.

Link to Email
Navigate to specified email account.

Transform your Lucidchart documents into interactive diagrams with actions and hotspots! Actions allow you to turn any shape on your canvas into a button. Read on to learn how actions can help you organize complex documents.

We’ll start with the company fact sheet template to demonstrate how you can improve any document with a few easy steps. The company fact sheet template sets up a brief visual summary of your company for prospective clients, investors, or employees. The template provides spaces for you to showcase your company’s history, products, and goals, as shown below:

ACTIONS-_Company_Fact_Sheet_Example.svg

Although this template acts as a great starting point, actions allow you to go the extra mile to really impress your audience. Instead of a simple text box with your company’s social media handles, add an action with an external link that sends them directly to your pages. By reducing your audience’s effort, you can increase engagement.

Similarly, don’t just add logos to show that your top clients are ING, Amazon, and CVS. Add an external link action to the logos that takes your audience directly to your clients’ corporate websites. Additionally, if you want to highlight specific accomplishments or projects completed for that client, you can add a page to your document by clicking the Screen_Shot_2019-09-13_at_4.51.58_PM.png icon at the bottom of your canvas. Then, showcase your best work on that page and add an action to the logo that opens the page, as shown here:

ActionEx.png
(You can learn more about how to use pages in this article.)

Whether you want to display client projects, connect photos to LinkedIn profiles, or toggle additional content with layers, actions help you organize your document to avoid overwhelming your audience. Try it out for yourself with the blank company fact sheet template, or any other Lucidchart document!

What’s the difference between actions and hotspots?
Hotspots are shapes to which you attach an action. You can drag hotspots from the standard shape library and drop them on your canvas, and they remain independent from any other shape. Actions, on the other hand, are attached to a specific shape.

Can I add multiple actions to the same shape?
Yes! You can add a second (or third, etc.) action to a shape by following the same steps you did to add the first action.

How can I trigger the action associated with a shape when I am in the Lucidchart editor?
To trigger the action associated with a shape from the Lucidchart editor, press command/ctrl > Shift, then click on the shape.


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