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Managing Visio Shape Assignments to Categories

How to manage Visio shape assignments to categories and subcategories

A
Written by Ashok P
Updated this week

You can use the Manage Shape Assignments feature to pick shapes and page types and assign them to categories or subcategories. This feature also gives you visual feedback as to what shapes are assigned to which category or subcategory.

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

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

manage assignements shapes.png

This will open the Manage Shape Assignments form.

manage shapes form.png

2/ When you select a shape from a stencil in the Shapes section for the form, the associated categories and subcategories will be displayed in the Assigned Categories section of the form.

In this example, I selected the "Media Server" shape from the "Elevation Shapes" stencil.

selected shape.png

You can also choose to assign shapes to categories and subcategories.

In this example, I want to assign the "DVR" Shape from the "Elevation Shapes" stencil to a category or subcategory. So I select the shape and then click the Assign button.

assign button.png

This will open up the Assign Categories to Shapes form.

Here, I selected the Video Sources and DVR as the category and subcategory.

assign_categories_to_shapes.png

3/ Click the Assign button on the form, and you will be brought back to the Manage Shape Assignments form, where you will see that the category and subcategory have been assigned to the shape.

assigned shape.png

4/ Click Save and Close or Save if you want to continue managing your assignments.

save button.png
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