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Microsoft Visio 2010 : Connecting Shapes in Multiple Ways

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5/16/2013 4:37:25 AM

You’ve already seen a few different ways to connect shapes. Between the Connector tool and AutoConnect arrows, you should be able to get the job done.

There is, however, an astonishing variety of ways to connect shapes. Let’s look at the full laundry list, and point out each method’s advantages and disadvantages. Depending on your working style, you might like some methods more than others.

How Do I Connect Thee? Let Me Count the Ways

1.
Start a new drawing from the Basic Flowchart template.

2.
Drop several shapes on the page.

3.
Work through the methods of creating connections described in the rest of this section .

Connector Tool

You’ve seen the Connector tool in action a few times by now. Located in the Tools group on the Home tab, you simply click on one shape and drag to another to create a connection. Red highlights help you to choose between dynamic glue or point-to-point glue connections.

AutoConnect Arrows

AutoConnect arrows that appear around a shape are subtle and unassuming, but they pack quite a punch when it comes to connection features. You’ll be amazed how many different ways you can use them to create connections!

Connecting to Shapes in the Mini-Toolbar

Pausing over an AutoConnect arrow reveals the top four shapes in the active stencil. Click one of the four shapes, and it is immediately dropped and connected.

If the active stencil has no shapes appropriate for connecting, you don’t see the mini-toolbar. If it has no Quick Shapes, then the first four masters will be displayed.

If no stencils are open, then you won’t see the mini-toolbar at all when hovering the cursor over an AutoConnect arrow.

Clicking an AutoConnect Arrow

Clicking an arrow causes one of two things to happen:

  • If there is empty space in the direction the arrow points, a new shape is dropped and connected. If a master is selected in the stencil, it is added. Otherwise, the first shape in the stencil is used.

  • If there is a neighboring shape, a connection is made from the current shape to the neighbor.

Dragging from an AutoConnect Arrow

You can click and drag from an AutoConnect arrow, and pull a connector out of the shape. While you drag, it is as if you were using the Connector tool. Just drag to any target shape to complete the connection. When you release the mouse button, there’s a shiny new connector, and your cursor reverts to whatever tool you were using.

Drop on AutoConnect Arrow

You can drop shapes on AutoConnect arrows to create connections. Just drag shapes from a stencil or elsewhere on the page, and pause over the shape to which you want to connect. When the AutoConnect arrows appear, you can release your shape over one of them.

The shape you dragged gets connected to the shape that you dropped it on. Plus, Visio neatly offsets it in the direction of the blue arrow that you targeted so your diagram stays orderly and organized.

Dragging, Splitting, and Deleting

There are several interesting operations that affect how connectors already on the page behave.

Dragging Connectors to Shapes

Just like any other Visio shape, you can drag an entire connector around the page by clicking on its line and dragging. Instead of just one end being repositioned, the whole connector moves, and any existing glue is broken.

While you drag, if either of the connector’s ends passes over other shapes or other shapes’ connection points, you see red highlighting. This lets you know that you can glue the connector to these shapes.

Dragging Shapes to Connectors

You can also drag shapes to unconnected connectors, which is the reverse of dragging connectors to shapes. If you have a connector with a free end, you can drag a shape to the free end of the connector and create a glued connection. While you drag, you see red highlighting on the connector as your shape nears the unconnected end. If the connector’s end is over the middle of the shape, you see solid red squares on the connector. These indicate that a dynamic glue connection will be made. If the connector’s end is near a connection point on the shape, you see open red squares, indicating imminent point-to-point glue.

Splitting Connectors

If you need to insert a step into a flowchart, Visio 2010 helps. Drag a new shape over a connector between two steps. You see solid red squares at either end of the connector, which indicate that the shape can split the connector. Figure 1 shows how this looks during the drop and afterward.

Figure 1. A connector shows solid square highlights at either end (above) when it is about to be split by an incoming shape. Visio then creates two connectors from one, glues both to the new shape, and slides existing shapes out of the way to make room for the newcomer (below).


Not all templates have connector splitting enabled. For example, the shapes in the Basic Network Diagram template do not split connectors.

For power users interested in enabling connector splitting, note that both the page and shapes need to be configured for splitting to work.


Deleting Connected Shapes

When you delete a shape that is connected, any connectors glued to it are also deleted. However, existing connectors that have text are not automatically deleted. Visio assumes they have special status since you have added text to them, and doesn’t presume to eliminate your hard work!

If you delete a shape in the middle of a process flow, then Visio heals the gap for you automatically: the previous and next shapes are connected.

For some, auto deletion of connectors might be an annoyance. Not to worry, you can turn it off by going to File, Options, Advanced, Editing options, and unchecking Delete Connectors When Deleting Shapes.

 
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