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Assigning Visio Shapes to Categories

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Written by Ashok P
Updated over 12 months ago

This feature allows you to assign specific Shapes to Categories/Subcategories. This is primarily used 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/Subcategory.

Viewing/Assigning

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

In the D-Tools SI window within Visio, click the View dropdown and choose to display by Category.

view by category.png

To get even more granular, click the View dropdown and select "Display Subcategory."

display subcategory.png

This will display the Product Tree by Category, Subcategory, Manufacturer, and Model if you expand all nodes.

In this example, I selected the "BLURAY" subcategory from the "Video Sources" Category. Right-click on the Subcategory and select Shape > Assign.

assign shape right click.png

This will open the Assign Shape to Category form.

assign shape form.png

Select the shape you want, in this case, I chose the "Disc Player" Shape. If you wish to customize the Shape, leave the "Display shape data on assignment" option checked and click OK.

Display Shape Data on Assignment

This form will allow you to make many customizations to the Shape you have chosen for the Category/Subcategory. For details on these settings, click here.

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

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 specific Product, for example.

The steps are the same as above, except instead of selecting a Category/Subcategory in the Product Tree, you would select a specific Product.

shape assign to product.png

Unassigning

If you want a "clean slate" to work from, you can choose to unassign all existing specific Product assignments. Be warned, that this action can not be undone for any user assignments.

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

unassign products.png

This will open the Delete Product Shape Assignments form.

delete prompt.png

Check the Page Type for which you want to delete the assignments and click Yes. This will display the following warning.

delete confirmation.png
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