Microsoft Visio 2010 - Module 1

CHAPTER 5 WORKING WITH CONNECTORS

INFOCUS

WPL_V505

In some drawings, like flowcharts and organisational charts, you

need to connect shapes to indicate the flow of the operation,
procedure or logic.
In Visio, the lines connecting two objects are called connectors. A
connector attaches itself to a connector point on a shape or to the
shape itself.
Shapes can be connected as they are drawn or you can place the
shapes on the page first and then draw the connectors at a later
stage.

In this session you will:

 gain an understanding of how to connect shapes in Visio

 learn how to automatically add connected shapes
 learn how to connect exisiting shapes
 learn how to insert and delete shapes in a connected
diagram
 learn how to add text to connectors
 learn how to change connectors
 learn how to work with connection points
 learn how to format connectors.

© Watsonia Publishing Page 49 Chapter 5 - Working With Connectors

 Microsoft Visio 2010 - Module 1

CONNECTING SHAPES
The shapes drawn from some stencils (e.g. The connectors can be attached to the shapes
flowcharts) have connection points. These using either dynamic or point glue. Glue is a
points enable you to draw connectors between property that keeps shapes connected even when
shapes to display a relationship between them. they are moved to new positions.

Connection Points
A connection point is a special point on some shapes to which you can attach (or glue)
connectors and other shapes. A connection point appears as a blue x – for example, the Create
request and Decision shapes below each have four connection points.
When you glue a connector to a connection point on a shape, the shape and connector will stay
connected even if you move the shape as you can see in the example below.
In Visio 2010, connection points only become visible when you attempt to connect a shape to
another shape. You will see a shape’s connection points when you hover near a shape using the
Connector tool or drag the endpoint of a connector or line near a shape that has connection
points.

Connection point

Connector

Connections
There are two main types of connections in Visio: dynamic and point. What differentiates these
two connections is whether or not a connector remains glued to a specific connection point when
you move the attached shape.
A dynamic connection is one where the connector will move around the shape as you move the
shape. Visio will always ensure the connector is the shortest, most direct line possible. You create
a dynamic connection by selecting the entire shape (rather than the connection point) and connect
it to another shape (rather than to a connection point).
A point connection is one where the connector is glued on a connection point of a shape. When
you move this shape, the connector may change shape (i.e. to allow for other shapes in its way)
but the connector will always remain attached to the same connection point. You create a point
connection by connecting a specific connection point on one shape to another connection point on
another shape.
Until you select a connector or move one of the attached shapes, you cannot differentiate a
dynamic connector from a point connector. Below, we have selected both connectors so you can
see how they differ. Both ends in a dynamic connector are surrounded by a blue box, while the
start point of a point connector is a hollow red box and its end point is a solid red square.

Dynamic connection Point connection

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 Microsoft Visio 2010 - Module 1

AUTOMATICALLY ADDING CONNECTED SHAPES

The AutoConnect feature in Visio lets you Quick Shapes in the mini toolbar, or you can
quickly add connected shapes to your drawing pre-select the desired shape in the Shapes window
that are evenly spaced and aligned. You can and simply click on the AutoConnect arrow pointing
either add the shapes by selecting one of the four in the direction where you want to add the shape.

1
Try This Yourself:
Before starting this exercise you
Open
File

MUST open V505 Working With

Connectors_1.vsd...

 Hover over the Build model

Process (rectangle) shape until
the blue AutoConnect arrows 2
appear around the shape

 Hover over the bottom

AutoConnect arrow to display a
mini toolbar with the top four
Quick Shapes from the open
Basic Flowchart Shapes
stencil
A preview of the shape that is
currently selected in the stencil
appears on the page…

 Move the pointer over the four

shapes to see a live preview of
each shape on the page 7

 Click on the Decision

(diamond) shape, then type
accepted and click outside the
shape
Let’s add another shape…

 Click on Document in the

Shapes window to select this
shape in the stencil

 Hover over the first Decision

shape, then hover over the
bottom AutoConnect arrow

 Click on the AutoConnect arrow

to add the Document, then Connections created using AutoConnect are
type Write problem report dynamic connections.

For Your Reference… Handy to Know…

To automatically add connected shapes:  You can turn AutoConnect on or off in the
1. Click on the shape in the stencil to be added active drawing by ticking or clearing
2. Hover over the shape in the drawing, then AutoConnect in the Visual Aids group on
hover over the desired AutoConnect arrow the View tab. You can turn it on or off for all
drawings in the Options dialog box. Click on
3. Click on the Quick Shape in the mini toolbar
File, Options, Advanced and tick or clear
or click on the AutoConnect arrow to add the
Enable AutoConnect in Editing options.
selected shape

© Watsonia Publishing Page 51 Chapter 5 - Working With Connectors

 Microsoft Visio 2010 - Module 1

CONNECTING EXISTING SHAPES

You can connect existing shapes in a drawing from a connection point to another point or shape),
using AutoConnect (with the Pointer tool) or you must use the Connector tool. By default,
manually with the Connector tool. To create a AutoConnect creates a dynamic connection
point connection on the first shape (connecting glueing the start of a connector to the shape.

2
Try This Yourself:
Continue using the previous file or
Same
File

open V505 Working With

Connectors_2.vsd...

 Hover over the Start shape to

display the AutoConnect arrows,
then hover over the bottom arrow to
display a preview of a connector

 Click on the AutoConnect arrow to

insert the connector, then drag the 3
shape to a location similar to as
shown to see that the connector can
move to a different connection point
– this is a dynamic (shape to shape)
connection

 Hover over the Develop Process

shape, then click and drag the
bottom AutoConnect arrow until the
connection point is highlighted, as
shown, then release the mouse
button – this is a shape to point 5
connection

 Drag the Develop Process shape

back to its original position – the
connector will attach to the
connection point closest to the
Decision shape


6
Click on the Connector tool in
the Tools group, then hover over the
right connector point of the top
Decision shape to select it

 Click on the connector point, then

drag to the centre of the Build
You can use the Connector tool to create all four connector
Process shape, as shown, then
types: shape to shape, shape to point, point to shape, and point to
release the mouse button to create a point. Using the Pointer tool and AutoConnect, you can only
point to shape connection create shape to shape and shape to point connectors.

For Your Reference… Handy to Know…

To connect existing shapes with a point to  You can connect shapes using a connector
shape/point connection: shape from a stencil. Once you have
1. Click on the Connector tool dragged the connector onto the page, drag
each end of the connector to the desired
2. Click on the connection point and drag to
connection point and glue it in position. If you
either the shape or connection point
are using a dynamic connector shape, you
3. Release the mouse button can glue it to the shape or connection point.

© Watsonia Publishing Page 52 Chapter 5 - Working With Connectors

 Microsoft Visio 2010 - Module 1

INSERTING AND DELETING SHAPES

If you have already created much of your necessary. When you delete a shape, Visio will
flowchart but you need to add or remove shapes, automatically connect the remaining shapes but
it’s no problem. As you insert a shape, Visio will without repositioning them. However, using Auto
connect the shapes, repositioning shapes as Align & Space you can correct this with a click.

Try This Yourself:

Continue using the previous
Same
File

file or open V505 Working With

Connectors_3.vsd...

 Drag the Document shape

from the Basic Flowchart
Shapes stencil onto the
connector between the Start
and Develop Process shapes
until the two red connection 1
handles appear


2
Release the mouse button
The surrounding shapes will 3 If you want to
move automatically making ensure that the
room for the shape and a new spacing between
connector will be added. every shape in a
drawing is
You can easily remove shapes consistent, click on
as well… Position in the


Arrange group
Ensure the new Document and select Auto
shape is selected, then press Space.

The two connectors will be You can change

the layout of a
replaced by a single connector flowchart
between the remaining automatically in
shapes. Let’s correct the Visio. To do this,
spacing now… click on Re-


4 Layout Page
Click on the Pointer tool ,
in the Layout
then select both the Start and group on the
Develop Process shapes, Design tab and
then click on Auto Align & hover over the
Space in the Arrange various options to
group see a Live Preview
of the diagram.
Click on the
desired option.

For Your Reference… Handy to Know…

To insert a shape with automatic adjustment:  Visio does not automatically close up the
1. Drag a shape to be inserted onto a space when you delete a shape from a linked
connector sequence of shapes as this might not be the
To delete a shape with automatic adjustment: action you desire.
1. Select the shape and press  You can adjust all shapes in a diagram at the
2. Select the shapes then click on Auto Align same time by selecting them and then
& Space to correct the spacing clicking on Auto Align & Space .

© Watsonia Publishing Page 53 Chapter 5 - Working With Connectors

 Microsoft Visio 2010 - Module 1

ADDING TEXT TO CONNECTORS

In some instances, you may need to add text to a positive, the flow will continue in one direction but if
connector. In a flowchart, for example, you might the outcome is negative, then the flow will be
need to indicate the direction of flow based on redirected elsewhere.
the outcome of a decision. If the outcome is

2
Try This Yourself:
Continue using the previous
Same

file with this exercise, or open

File

the file V505 Working With

Connectors_4.vsd...

 Click on the Pointer tool

the Tools group
in
3

 Click on the connector

between the accepted
Decision shape and the Build
Process shape to select it

 Type Yes
Visio will automatically add the
text to the selected connector. 4
Visio may also zoom in if you
are working at a magnification
less than 100% so that you
can see what you are typing…

 Click outside the text to

indicate that you have finished
entering the text
You could have also pressed 5
…

 Repeat the above steps to add

No between the Decision
shape and the Document
shape

For Your Reference… Handy to Know…

To add text to a connector:  You can format or edit the text on a
1. Click on the connector using the Pointer connector. To do this, select the connector
tool by clicking on it with the Pointer tool then
click on the Text tool in the Tools group
2. Type the desired text
to select the text.

© Watsonia Publishing Page 54 Chapter 5 - Working With Connectors

 Microsoft Visio 2010 - Module 1

CHANGING CONNECTORS
Sometimes, the path that a connector makes connector from being right-angled to either curved
between two shapes is not quite right. You can or straight. If you have connectors crossing other
manipulate a connector to reshape it. You can connectors in more complex flowcharts, you can
also change the type of line that is used for a change the way the lines appear where they cross.

Try This Yourself:

Continue using the previous
Same
File

file or open V505 Working With

Connectors_5.vsd...

 Use the Connector tool

create a point to point
to

connection as shown
You can manipulate a
connector…


1
Click on the Pointer tool
2
then drag the two midpoints
(the blue squares) and vertex
3 You can create a new
(blue diamond) on the vertex in a connector
connector as desired by holding while
You can change the connector dragging a midpoint.
to a different type of line… You can add extra


sections to a
Click on the Design tab, then connector by holding
click on Connectors in the while dragging a
Layout group and select vertex or midpoint.
Straight Lines

 Repeat step 3 but select

Curved Lines and then
manipulate it as desired
Using the Connectors menu 6
you can also add line jumps…

 Using AutoConnect, create a

connector from the bottom of
the Develop Process and glue
it to the bottom of the Build
model Process

 Repeat step 3 and select

Show Line Jumps, then press

For Your Reference… Handy to Know…

To manipulate a connector:  If you want to reverse the direction of a
1. Click on the connector (Pointer tool ) connector, select the connector, press
to delete it, and then create a new connector
2. Click on Connectors in the Layout
in the correct direction.
group and selected the desired line type
 You can use different Line jumps settings by
3. Drag the vertices and midpoints as needed
clicking on the dialog box launcher for
Layout (on the Design tab).

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 Microsoft Visio 2010 - Module 1

WORKING WITH CONNECTION POINTS

A connection point is a special point on some you can easily add additional points if you want to
shapes to which you can glue connectors and glue a connector in a non-standard location. You
other shapes. Although Visio provides a specific can also move and delete unwanted connection
number of connection points in default locations, points.

2
Try This Yourself:
Continue using the previous
Same
File

file or open V505 Working With

Connectors_6.vsd...

 Click on the Connection Point

tool in the Tools group on
the Home tab
The existing connection points
will display. Let’s add a new
connection point…

 Click on the Develop Process

shape to select it, then hold
3

and click to the right of the

bottom connection point
The connector will
automatically move to the new
connection point…

 Repeat step 2 to add a new

connection point to the left of
the bottom point on the Build
Process shape
Let’s move the connector to
the new connection point… 5

 Click on the Pointer tool ,

then click on the connector
between the two Processes

 Drag the far right midpoint until

it is to the left of the other
vertical connector, then drag
the red endpoint over your new
connection point – it will be
highlighted in red as shown –
then release the mouse button

For Your Reference… Handy to Know…

To add a connection point:  You can move a selection point. Select the
1. Click on the shape shape, click on the Connection Point tool
and drag the connection point as desired.
2. Click on the Connection Point tool
 To delete a connection point, select the
3. Press and click where desired shape, click on the Connection Point tool
, click on the connection point and press
.

© Watsonia Publishing Page 56 Chapter 5 - Working With Connectors

 Microsoft Visio 2010 - Module 1

FORMATTING CONNECTORS
There are multitudes of styles that you can apply rather than straight ones. You can also change the
to connectors to differentiate or highlight them. beginning and ending styles of connectors. These
You may choose to alter the line width, colour or detailed formats mean that drawings can meet
pattern, or you might want to have rounded lines even the most stringent of design criteria.

2
Try This Yourself:
Continue using the previous
Same
File

file or open V505 Working With

Connectors_7.vsd...

 Click on the Pointer tool ,

then click on the connector
between the Document and
the Develop Process

 Click on the drop arrow

Line
for
in the Shape group
and select Line Options to
open the Line dialog box

 Click on the drop arrow

Dash type and select 02
for

 Click on the drop arrow

Weight and select 3 pt
for

5 6
 Click on the drop arrow for
Colour and click on the first
colour under Standard
Colours (Dark Red)

 Click on the bottom left Round

corners option

 Click on [OK], then press

to deselect the line 7

For Your Reference… Handy to Know…

To format a connector:  You can change a connection from being
1. Select the connector/s dynamic to point and vice versa. To do this,
select the connector and then drag the
2. Click on the drop arrow for Line and
connector end point away from the shape.
select Line Options
Drag and drop the connector on a connection
3. Select the required options point for a point connection, or on the middle
4. Click on [OK] of the shape for a dynamic connection.

© Watsonia Publishing Page 57 Chapter 5 - Working With Connectors

 Microsoft Visio 2010 - Module 1

NOTES:

© Watsonia Publishing Page 58 Chapter 5 - Working With Connectors