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Assigning Visio Shapes to Categories and Products

How to assign a Visio shape to a category and product

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Written by Ashok P
Updated over 2 weeks ago

You can use the Assign Shape to Category feature to assign specific shapes to categories and subcategories. This is used mainly for Elevation and Plan shapes.

This is similar to the Assign Categories to Shapes feature, but this allows you to customize the shape that drops for a specific category or subcategory.

View and Assign

To access this feature, within the Visio interface, click on a page tab, e.g., Elevation View.

File:SIX_Guide/007_Projects/003_Visio_Interface/Visio_Shapes_for_SIX/Assign_Shapes_to_Categories/elevation_tab.jpg

1/ In the D-Tools SI window within Visio, click the View dropdown and select By Category, and select Display Subcategory for an even more granular view.

This will display the Product Tree by category, subcategory, manufacturer, and model if you expand all nodes.

In this example, I selected the "LED TV" subcategory from the "Display Devices" Category.

3/ Right-click on the subcategory and select Shape > Assign.

This will open the Assign Shape to Category form.

4/ Select the shape you want; in this case, I chose the "Flat Panel TV" Shape.

5/ If you wish to customize the shape, leave the Display shape data on assignment option selected and click OK.

Display Shape Data on Assignment

This form allows you to make numerous customizations to the shape you have chosen for the category or subcategory.

Check out this article for more details.

Assign Shapes to Products

You can also assign specific shapes to individual products. This is particularly useful if you want the faceplate to be silver vs. black for a particular product, for example.

The steps are the same as above, except instead of selecting a category or subcategory in the Product Tree, you would select a specific product.

Unassign Products

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

The Unassign action can not be undone for any user assignments.

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

This will open the Delete Product Shape Assignments form.

2/ Check the page types for which you want to delete the assignments and click Yes. This will display the following warning.

delete confirmation.png
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