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Microsoft Visio 2010 : Connecting Shapes - Understanding Visio Connectors (part 1) - Connecting Basics

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5/4/2013 8:48:34 PM

In Visio, lines between boxes are called connectors. Connectors are a special class of shape, with special behaviors. They stay glued to shapes, so when you reposition objects, the connectors follow along. Connectors are smart enough to route around objects, as shown in Figure 1. They can be split to allow the insertion of new shapes, and they are deleted along with the shapes to which they are connected.

Figure 1. Visio connectors showing off—avoiding the Process shapes at all costs.


1. Connecting Basics

There are many ways to connect shapes in Visio 2010. To learn them all at once can be overwhelming, so let’s look at a few of them right now.

Basic Connecting
1.
Start a new Basic Flowchart drawing.

2.
Drag a Start/End shape onto the drawing page. You can enter some text, such as Start.

3.
Notice that when your mouse cursor hovers over the shape, four blue AutoConnect arrows appear around the edges. If you move your mouse cursor over one of these arrows, you see the mini-toolbar, as shown in Figure 2. This feature enables you to insert one of the top four Quick Shapes from the currently visible stencil.

Figure 2. Hovering over an AutoConnect arrow reveals the mini-toolbar, which helps you to insert and connect Quick Shapes quickly.


4.
Click on one of the shapes in the mini-toolbar. Notice that the shape is added to your diagram, aligned with the previous shape, and automatically connected.

5.
Move your new shape around. Notice that the connector stays glued to both shapes. Notice also that the connector wanders around the edges of the shapes so that the nearest sides are connected.

6.
Select the connector. Notice that it has two endpoint handles instead of the eight blue resizing handles that the Start/End shape and other 2D shapes have. The endpoint handles are red, indicating that the connector is glued at both ends to the other flowchart shapes. The connector also has some smaller blue handles that allow you to reposition bends and corners.

Figure 3. The connector is positioned by a begin handle and an end handle, both of which can be glued to 2D shapes.


7.
Drag a Custom 2 shape onto the page, away from the other two shapes. It is below the Quick Shapes line in the Basic Flowchart Shapes stencil, so you might have to scroll the stencil window to see it. Since it isn’t connected to any shapes, let’s connect it to the flow using a more manual method in the next few steps.

8.
On the Home tab, select the Connector tool from the Tools group.

9.
Connect the Custom 2 shape to the process by clicking on one shape, dragging over another, and then releasing the mouse button. Notice the red highlights when the mouse cursor is positioned over a shape.

A red box around the entire shape means glue dynamically: the connector wanders around the shape to find the nearest side. Mousing near the edges of the shape reveals small red squares with blue Xs inside, shown in Figure 4. Connecting to these makes point-to-point glue, where the connector stays attached to this point, no matter where you position the flowchart shapes.



Figure 4. Using the Connector tool to connect two shapes together. Little Xs indicate connection points for connecting to discrete points on a shape.


10.
Switch back to the Pointer tool, located just above the Connector tool (or just press Ctrl+1).

11.
Select and delete the Custom 2 shape that you added in step 7. Notice that the connector is automatically deleted along with it!

12.
Drag another shape from the stencil and drop it on the connector between the two remaining shapes. Don’t drop the shape until you see red highlights on both ends of the connector.

This highlighting tells you that Visio will automatically help you with the insertion of the step. When you let go, Visio splits the connector in two and glues the new shape to the pieces. It also dynamically slides the existing shapes out of the way to make room for the newcomer.

13.
Delete the shape you just added in the preceding step. Notice that the two connectors heal to become just one. However, they do not automatically slide closer together to close the gap.

14.
Drop another shape onto the page, unconnected to the others.

15.
To connect it to another shape, pause the mouse cursor over the shape until the AutoConnect arrows appear. Now click and drag from one of the arrows. You can actually drag a connector out of the arrow and connect it to another shape.

16.
Experiment with gluing the dangling end to a target shape using dynamic or point to point glue. Once the connector is glued, you can still select it and then grab a handle and move it to another shape or another connection point on the same shape. Try re-connecting ends of the connector to other shapes and connection points on other shapes.
 
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