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Managing Category Assignments to Visio Shapes

How to manage category assignments to Visio shapes

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Written by Ashok P
Updated over 2 weeks ago

You can use the Manage Category Assignments feature to pick a category, subcategory, and page type and assign these categories and subcategories to specific shapes. The feature also gives you visual feedback as to what shapes are assigned to which category and subcategory.

This is a good interface to assign or reassign multiple categories and subcategories to a single shape. This is the opposite of the Manage Shape Assignments feature.

View and Assign

1/ In the D-Tools SI window within Visio, click the Manage Shapes button and select Manage Assignments > Categories.

This will open the Manage Category Assignments form.

2/ Select the View Type in the ribbon.
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3/ On the left side of the interface, select Categories and/or Subcategories for which you want to assign a specific shape and click the right-arrow to add to the right side of the interface.

4/ Click Assign > All.

This will open up the Assign Shape for Categories form.

5/ Select a shape and click the Assign button.

The assigned shapes will display.

Unassign Category

If you want a "clean slate" to work from, you can choose to unassign all existing category assignments.

The Unassign action can not be undone for any user assignments. However, you can always reset to the default preassignments from D-Tools.

1/ In the D-Tools SI window within Visio, click the Manage Shapes button and select Manage Assignments > Unassign Categories.

unassign categories button.png

This will open the Delete Category and Shape Assignments form.

delete assignments prompt.png

2/ Select the page type(s) for which you want to delete the assignments and click Yes.

This will display the following warning.

confirmation prompt.png

If you ever want to restore the default preassignments from D-Tools, in the D-Tools SI window within Visio, click the Manage Shapes button and select Manage Assignments > Categories. On this form, click the Restore Defaults button.

restore.png
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