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Assign Shapes to Categories

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This feature allows you assign specific Shapes to Categories/Subcategories. This is primarily used for Elevation and Plan shapes. This is similar to the Assign Categories to Shapes feature but this allows you to customize the shape that drops for a specific Category/Subcategory.




To access this feature, within the Visio interface click on a page tab, e.g. Elevation View:




In the D-Tools SI 2017 window within Visio, click the View dropdown and choose to display by Category:


view by category.png


To get even more granular, click the View dropdown and select "Display Subcategory":


display subcategory.png


This will display the Product Tree by Category then by Subcategory then by Manufacturer then by Model if you expand all nodes. In this example I selected the "BLURAY" subcategory from the "Video Sources" Category. Right-click on the Subcategory and select Shape->Assign:


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This will open the Assign Shape to Category form:


assign shape form.png


Select the shape you want, in this case I chose the "Disc Player" Shape. If you wish to customize the Shape, leave the "Display shape data on assignment" option checked and click [OK].

Display Shape Data on Assignment


This form will allow you to make many customizations to the Shape you have chosen for the Category/Subcategory. For details of these settings, click here.



Assign Shapes to Products


You can also assign specific Shapes to individual Products. This is particularly useful if you want the faceplate to be silver vs. black for a specific Product, for example. The steps are the same as above, except instead of selecting a Category/Subcategory in the Product Tree, you would select a specific Product:


shape assign to product.png



If you want a "clean slate" to work from, you can choose to unassign all existing specific Product assignments. Be warned, this action can not be undone for any user assignments.


In the D-Tools SI 2017 window within Visio, click the Manage Shapes button and select Manage Assignments->Unassign Products:


unassign products.png


This will open the Delete Product Shape Assignments form.


delete prompt.png


Check Page Type for which you want to delete the assignments and click [Yes]. This will display the following warning:


delete confirmation.png

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