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Microsoft Visio 2010 : Creating a New Diagram - Using AutoConnect and Quick Shapes

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6/16/2011 4:38:40 PM

AutoConnect was introduced in Visio 2007 and provides a fast means to connect shapes with dynamic connectors. Quick Shapes are a Visio 2010 innovation that builds on AutoConnect and lets you create drawings even more quickly.

In this exercise, you will use AutoConnect and Quick Shapes to create a new drawing.


Note:

Click the File tab, and then click New. In the Template Categories section, click Flowchart, and then double-click the Basic Flowchart thumbnail. Save the new drawing as Autoconnect and Quick Shapes.


  1. Drag a Start/End shape into the upper-left corner of the drawing page.

  2. Drag Process and Decision shapes onto the page to create a drawing like the one shown in the following graphic.

    Notice that when you point to any shape on the page, blue AutoConnect arrows appear on the sides that are not yet connected to another shape.


    Note:

    If the AutoConnect arrows don’t appear when you point to a shape, it is probably because AutoConnect is turned off for this drawing. To activate AutoConnect, on the View tab, in the Visual Aids group, select AutoConnect.


  3. Point to the AutoConnect arrow on the right side of the Start/End shape. The Live Preview feature of Visio shows a dynamic connector linking the start/end to the process shape.

  4. Click on the AutoConnect arrow to connect the shapes.

  5. Continue clicking the appropriate AutoConnect arrows until the diagram looks like the following graphic.

    As you can see, AutoConnect makes short work of adding dynamic connectors to existing shapes. Each AutoConnect arrow seeks out a neighboring shape in the direction that the arrow points.

    AutoConnect is also useful if the desired target shape is not in quite the right direction, as you’ll see in the next two steps.

  6. Point to the Decision shape until the AutoConnect arrows appear.

  7. Click the AutoConnect arrow on the right of the Decision shape and drag it to the lower of the two rectangles on the right side of the page.

    As you drag, the screen will look like the following graphic on the left. When you release the mouse button you’ll see the connected shapes shown on the right.

    Now that you’ve used AutoConnect, you will work with a closely related feature to learn another way to create certain types of drawings quickly.

    Before moving to the next step, look back at the picture in Step 3. In addition to the Live Preview image of a dynamic connector arrow, you also see four small shapes on a Mini Toolbar. These shapes are Quick Shapes. You will use Quick Shapes to create a drawing that is similar to the one you just built.


    Insert Page


  8. To the right of the Page-1 name tab below the drawing page, click the Insert Page button. Visio adds a new page called Page-2.

  9. Drag a Start/End shape into the upper-left corner of Page-2.

  10. Point to the AutoConnect arrow on the right side of the Start/End shape.

    Live Preview shows more than just an arrow: it also displays a preview of the shape that is currently selected in the stencil, along with a Mini Toolbar containing four shapes.

    If you want to add another Start/End shape to the current drawing, a single click will accomplish that and the new shape will be automatically spaced at the default interval for this page.

    However, if you want to add a different shape, Quick Shapes provide an instant solution. Every open stencil in Visio 2010 includes a Quick Shapes section at the top of the stencil window pane, and most stencils include preselected Quick Shapes. If you look closely, you’ll see a fine gray line that divides the Quick Shapes section from the rest of the stencil.

    The shapes that appear in the Mini Toolbar shown in the previous graphic are the first four shapes in the Quick Shapes section. If you want different shapes to appear in the Quick Shapes Mini Toolbar, simply drag them to be among the first four shapes in the Quick Shapes section of the stencil.


    Tip:

    You can change the order of appearance of shapes in either the Quick Shapes section or the main part of a stencil merely by dragging them to a new location.


  11. Point to any of the four shapes in the Quick Shapes Mini Toolbar and notice that the Live Preview image changes to reflect that shape.

  12. Click the Process shape in the Mini Toolbar to drop it on the page, then point to it to drop a Decision shape to its right.

  13. Point to the Decision shape on the page and drop a Process shape below it.

    When you click a Quick Shape in the Mini Toolbar, Visio always adds a dynamic connector and spaces the new shape at the default interval for the page. Consequently, to finish reproducing the pattern you created on Page-1, it is necessary to place and connect the final two shapes manually.

  14. Drag a Process shape from the stencil and drop it to the right of the Decision shape already on the page. Then drop another Process shape below it. Be sure to use the Dynamic Grid to ensure that spacing of the new shapes is consistent with the existing shapes.


    Connector


  15. On the Home tab, in the Tools group, click the Connector button, and then use the Connector Tool to link the Decision shape to the lower-right Process shape.


    Tip:

    You can also point to the Decision shape and drag a connector from the AutoConnect arrow to the Process shape as you did in Step 7.



Note:

Save your changes to the Autoconnect and Quick Shapes drawing but leave it open if you are continuing with the next exercise.

Tip:

You can turn AutoConnect off for all drawings if you prefer to operate without it. On the File tab, click Options, and then click Advanced. In the Editing options section, clear the Enable AutoConnect check box.

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