Using Lucidchart for Confluence Cloud

This article will teach you how to use Lucidchart for Confluence Cloud.

The Lucidchart app for Confluence is only available for Team and Enterprise accounts. If you are an admin of a Lucidchart Team or Enterprise account, you can install the Lucidchart App to your Confluence Cloud instance.

If you do not have a Lucidchart account, a free team trial is available on the pricing page. If you have already completed a trial and currently have a Free, Personal, or Professional account, go to the Subscription Level page within your account and select the appropriate team license tier.

To add a diagram to a Confluence page, follow these steps:
  1. Begin editing a Confluence page by clicking the pencil at the top right corner.

    confluence_cloud_edit_page.png
  2. Click “+” from the menu at the top of the page and select "View More" to browse your applications.

  3. Search for and select the Lucidchart app.

    confluence_cloud_add_a_diagram_select_the_app.png
  4. From the Lucidchart documents list, click on the thumbnail of an existing document, then click "Insert."

    confluence_cloud_add_a_diagram_docs_list.png

    The document will display on your Confluence page.



    Note: From the docs list, you can also create a new document by clicking "+Document" or import a Visio, OmniGraffle, Draw.io, or Gliffy file. If you create a new document, it will open in the Lucidchart editor before displaying on your Confluence page. See the next section to learn how to edit Lucidchart documents and apply the edits to Confluence.
  5. Click "Publish" in the top right corner of your Confluence page to update the page with the inserted diagram.

    confluence_cloud_publish.png
If you have edit access to a Confluence page with inserted diagrams, you can edit those diagrams in Lucidchart and push those changes to Confluence.

To edit a diagram that has already been added to a Confluence page, follow these steps:
  1. Begin editing the Confluence page by clicking the pencil at the top right corner.

    confluence_cloud_edit_page.png
  2. Select the inserted diagram that you would like to edit and click the pencil icon in the menu that appears.

    confluence_cloud_edit_a_diagram.png
  3. A window titled “Edit Macro Settings” will open. Click “Edit diagram” to open the inserted diagram in the Lucidchart editor and modify it.

    confluence_cloud_edit_macro_settings_edit_diagram.png
  4. Make your desired changes to the Lucidchart diagram, then click "Back to Confluence."

    confluence_cloud_edit_a_diagram_back_to_confluence.png
  5. Back in the "Edit Macro Settings" window, click Update Now > Save to push the changes to the diagram to the Confluence page.

    confluence_cloud_edit_your_diagram_update_now.png
  6. Click "Publish" in the top right corner of your Confluence page to update the page with the edited diagram.

    confluence_cloud_publish.png
To delete a diagram that has already been added to a Confluence page, follow these steps:
  1. Begin editing the Confluence page by clicking the pencil at the top right corner.

    confluence_cloud_edit_page.png
  2. Hover over the inserted diagram that you would like to delete and click the trash icon in the menu that appears. The diagram will be removed from the page.

    confluence_cloud_remove_a_document.png
  3. Click "Publish" in the top right corner of your Confluence page to update the page.

    confluence_cloud_publish.png
Note: Removing a diagram from a Confluence page does not delete the diagram from the corresponding Lucidchart account.
Sharing permissions for documents in Confluence Cloud will be inherited from the Confluence page. This means that if you can view and edit a Confluence page, you will be able to view and edit the documents on that Confluence page.
To edit the macro settings of an embedded diagram, click the pencil icon in the top right of the Confluence page, then select the diagram and click the pencil icon in the menu that appears.

confluence_cloud_edit_page.png

confluence_cloud_edit_a_diagram.png

A window titled “Edit Macro Settings” will open.

confluence_cloud_edit_macro_settings.png

In this window, you can do the following:
  • Edit your diagram
  • Toggle between the Rich and Simple viewers
  • Enable Auto-Update for the selected diagram (see section below for more info)
  • Update your embedded diagram with recent changes
  • Adjust your Advanced viewer options (read on for more information)
Note: Make sure to click "Save" in the bottom right of the macro settings modal to push your changes to the selected diagram.

Advanced viewer options
Click the carrot next to "Advanced viewer options" in the macro settings modal to adjust the following display settings:
  • Displayed page range
  • Embedded diagram size
  • Embedded diagram alignment
confluence_cloud_edit_macro_settings_advanced_viewer_options.png

confluence_cloud_advanced_viewer_options.png
The Lucidchart app for Confluence allows you to automatically push changes from the Lucidchart editor to the diagrams displayed in Confluence. To enable auto-update for a specific diagram, follow these steps:
  1. Begin editing a Confluence page.
  2. Select the diagram.
  3. Click the pen icon in the menu that appears.
  4. In the "Edit Macro Settings" modal, check the box next to "Automatically update this diagram with changes made in Lucidchart."

    confluence_cloud_auto-update.png
  5. Click "Save."
There are two viewers available for displaying Lucidchart diagrams in Confluence Server: Simple and Rich. The Simple viewer provides a static PNG of the diagram, while the Rich viewer provides full interactivity with Lucidchart.

You can switch between the simple and rich viewers for a specific document in the macro settings modal.

The Simple Viewer
When viewing a diagram displayed with the Simple viewer, you will be able to zoom in and out of it using the magnifying glass icons in the bottom right, and pan through it by clicking and dragging your cursor over the embedded diagram. If the diagram contains multiple pages, you can scroll through them by clicking on the arrows that appear on the sides.

confluence_cloud_the_simple_viewer.png

The Rich Viewer
In addition to the functionality associated with the Simple viewer, the Rich viewer allows you to do see and interact with any pages, hotspots, and notes associated with the embedded diagram. You can disable these features from the viewer by clicking on the gear icon in the bottom right of the diagram and un-checking the option.

confluence_cloud_rich_viewer.png

confluence_cloud_viewer_options.png
Trouble Displaying
If you are having issues with the diagram viewer displaying or the documents list displaying when trying to insert a diagram, please check the following:
  • Your Confluence instance may be being blocked by some sort of extension. Please try opening Confluence in an incognito or private window to verify if this is the case.
  • You may need to enable 3rd party cookies.
  • If you recently migrated to Confluence Cloud from another instance, you will need to re-insert or select to update your previously inserted diagrams in order to have them display correctly.
  • If none of these steps work please Contact Support.
You are not on a team associated with this instance
If you receive the error: "You are not on a team associated with this instance."  In all likelihood your specific user is connected to the incorrect Lucidchart team.  To fix this, follow these steps:
  1. Log in to your Lucidchart account that is currently incorrectly linked to Confluence. If you do not know what email is linked stop here and let us know. We will be able to find the incorrect link and sever the connection.
  2. Go to the External Applications page under account settings.
  3. Check the box next to 'Confluence' and then click the 'Remove' button. This will disconnect the account.
  4. To re-establish the correct connection, logout of Lucidchart. You will then need to insert any diagram into a Confluence page. When prompted to log into Lucidchart, make sure you are logging in with the email associated with your organization's Lucidchart account (not the email you logged in with in step 1) that is linked to the Confluence account you are attempting to link to.