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Microsoft Visio 2010 : Connecting Shapes - Understanding Visio Connectors (part 2) - Connecting to Shapes versus Points on Shapes

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5/4/2013 8:50:03 PM

2. Using the Connector Tool

You’ve just seen that you can connect Visio shapes using either the AutoConnect arrows or the Connector tool. AutoConnect is convenient because it saves you the trouble of switching tools. In some situations, though, you’ll want to use the Connector tool.

Using the Connector Tool Can Be Faster

Sometimes you want to connect a bunch of shapes that are already on the page. While you can drag connectors out of the blue arrows to do this, it can be slow, because you have to pause and wait for the AutoConnect arrows to appear each time. If you’ve been drinking a lot of coffee, the pausing can try your patience.

Switching to the Connector tool (Ctrl+3) allows you to work more quickly. With the Connector tool, you can create many connections very quickly, without pausing and waiting for the user interface to catch up. You can work faster and with less mouse precision—a perfect combination for the caffeinated!

AutoConnect Won’t Always Be There for You

If AutoConnect is turned off, you don’t see the blue arrows at all. AutoConnect can be turned on and off via the View menu, in the Visual Aids group. Because some templates have AutoConnect turned off by default, you might find it quicker to create a few connections with the Connector tool instead of switching AutoConnect on, making connections, and then switching it back off again.

A common scenario occurs when superimposing wiring schematics on top of space plans and office layouts. While drawing walls, windows, and doors and laying out furniture, you don’t want those AutoConnect arrows popping up all the time. For this reason, the Office Plan template has AutoConnect turned off by default. At some point, however, you might place PC and telephony icons on the plan and link them back to the server room. In this case, AutoConnect might come in handy, but it’s just as easy to get the Connector tool in this situation.

Also, if a shape is already connected, you don’t see any blue arrows on the sides where there are connectors. If you need to have multiple connectors to a shape, you have to get the Connector tool.

Multimode Tools Eliminate the Need for Switching

You might be concerned about having to switch tools a lot while creating connected drawings. This is one reason the AutoConnect arrows were invented in the first place, but most Visio tools have a bit of overlapping functionality.

With the Connector tool, you can move and resize shapes in addition to connecting to them. Pay attention to the cursor as you mouse over a shape. An S-shape with an arrow at the end means connect mode. Crosshairs indicate that you can move the shape. If you see the diagonal double-ended arrow while over a selection handle, you can resize the shape.

Similarly, the Pointer tool can be used to reconnect connectors, change the position of bends in the connector, or move the whole connector altogether. You do not have to use the Connector tool to modify existing connectors.

3. Connectors Are Shapes, Too!

Connectors straddle the line between built-in, special-purpose Visio features and plain old Visio shapes. Visio adds pizzazz to connectors by automatically assisting with inserting, deleting, splitting, gluing, and routing. And, of course, you have a dedicated Connector tool for creating them. The end result is still a shape on the page that you can manipulate just like other Visio shapes.

Here are a few ways in which connectors behave as regular shapes:

  • You can format the line color, weight, pattern, and arrowhead style of a connector, just as you would any other line in Visio.

  • When connectors are created, they are actually an instance of a master named Dynamic Connector. In fact, you might see it as a master in stencils, ready for dragging and dropping. If you’ve made a connection in your diagram, you will see the Dynamic Connector master in the local Document Stencil. Whether you use the Connector tool or the AutoConnect arrows, the result is that a connector shape is added to your drawing.

  • You can select connectors with the Pointer tool (or any tool) and manipulate their various handles. You can change the position of bends in the connector or drag the ends and glue them to other shapes.

  • You can add text to them by selecting and typing. When a connector has text, a little yellow control handle appears. It enables you to reposition the text easily without resorting to the Text Block tool. Flowchart fans can quickly label the connectors emanating from Decision shapes with “Yes” and “No” text, and the text follows along when the connectors reroute.

  • Connectors are shapes of the 1D variety. Remember that 1D shapes are adjusted by their begin and end handles.

  • You can copy, cut, paste, and duplicate connectors. They don’t even have to be glued to other shapes.

  • You can alter a connector’s style by right-clicking. You’ll see options for right-angle, straight, curved geometry, plus an option for resetting to the drawing’s default connector style.

Where Does the Text Go When a Connector is Rerouted?

You can easily type text on a connector and reposition it using the yellow control handle. But what happens to the text when the connector gets rerouted? Depending on the position of the shapes at either end, a connector might be horizontal, vertical, or all bent up!

When you reposition the text block on a connector, Visio makes a note of how far along the connector the text is, from beginning to the end. Say you position the text near the arrowhead, 90% along the way from beginning to the end. When the connector gets rerouted, even if it has a bunch of turns, Visio preserves the location, placing it at 90% of the way along the line.


4. Connecting to Shapes versus Points on Shapes

You’ve briefly seen how connectors can be glued to shapes or points on shapes. With dynamic glue, connectors attach to a shape in general, and find the side of a shape that is nearest to the other end of the connector. With point-to-point glue, the connector is glued to a specific point on the shape, which may result in more complicated, less efficient routing.

Figure 5 contrasts the behavior of these two types of glue, which becomes apparent when shapes are rearranged. The open and filled dots were added to indicate point-to-point glue and dynamic glue, respectively.

Figure 5. Connector behavior for different types of glue. As shapes are moved around, dynamic glue (black dot) wanders around the Start/End shape. Point-to-point glue (open dot) stays fixed to the top-center of the Decision diamond.

If you are creating a connector with the Pointer tool, or reconnecting an end of a connector, Visio provides red box highlights to help you decide which type of glue to create.

Creating Dynamic Glue

When you mouse over a shape with the Connector tool, or drag an end of a connector over the middle of a shape, you see a bright red box around the entire shape, as shown at left in Figure 6.

Figure 6. Highlights around the decision shape indicated different types of glue as a connector is dragged toward it. At left, you see the highlight for dynamic glue. At right, the smaller box indicates a point-to-point connection.


Note that when you use the AutoConnect arrows to create connections, the connectors are dynamically glued by default.

Creating Point-to-Point Glue

Some shapes come prebuilt with connection points to help you connect to specific points. They are often found at the midpoints on each side and in the center of a shape.

Connection points aren’t always visible, but they are easy to locate while connecting. If you mouse around a shape while making a connection, you discover small red squares, as shown on the right in Figure 4.6. If you don’t find them, then the target shape probably doesn’t have any predefined connection points.

You can make connection points more visible by going to View, Visual Aids, Connection Points and checking the check box. Now, when you connect to a shape, the connection points for that shape appear. They are small, hard-to-see blue Xs. You might just be able to make them out in Figure 4.6.

Forcing a Dynamic Glue Connection

Sometimes you want to dynamically glue, but it seems as though Visio won’t let you! The mouse cursor needs to be far enough away from a connection point so that Visio knows you want to make a dynamic glue connection. If a shape has a lot of points, or you are zoomed way out, however, finding a clear area of the shape can be difficult and frustrating.

If the little red squares are getting in the way of the big red rectangle, just hold down the Ctrl key while connecting. This tells Visio to ignore the connection points altogether and makes dynamic gluing possible.


Deciding Between Dynamic Glue and Point-to-Point Glue

Dynamic glue keeps your diagrams cleaner because it minimizes the routing paths of connectors. Dynamically glued shapes are more easily laid out in different arrangements.

Connectors establish relationships and give specific meaning to diagrams. For some shapes, connection points represent particular inputs and outputs, as shown in Figure 7.

Figure 7. Schematic wiring shapes demonstrate the undesirable effects of dynamic glue (top) versus appropriate point-to-point glue (bottom).

Dynamic glue is used in the top example, and you can see that it is very bad: it connects both the power source and the USB hard drive to the video-input terminal.

Convention might also play a part in your connected diagrams. Most of the flowcharts that I’ve seen run from top to bottom, and decision shapes often send the “Yes” and “No” branches off to the right or down. To enforce this convention, you might want to use point-to-point glue when connecting Decision diamonds in your flowcharts.

 
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