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Visualize Complex Processes with Microsoft Visio

You're reading from   Visualize Complex Processes with Microsoft Visio A guide to visually creating, communicating, and collaborating business processes efficiently

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Product type Paperback
Published in May 2023
Publisher Packt
ISBN-13 9781837631926
Length 314 pages
Edition 1st Edition
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Authors (2):
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Senaj Lelic Senaj Lelic
Author Profile Icon Senaj Lelic
Senaj Lelic
David Parker David Parker
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David Parker
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Toc

Table of Contents (14) Chapters Close

Preface 1. Chapter 1: Choosing the Correct Business Process Diagram Type 2. Chapter 2: Choosing the Best Visio Edition for Our Needs FREE CHAPTER 3. Chapter 3: Learning to Manually Create Process Flow Diagrams 4. Chapter 4: Using Visio for Desktop with BPMN 5. Chapter 5: Utilizing Data Sources to Create and Enrich Business Process Diagrams 6. Chapter 6: Learn How to Diagram Efficiently 7. Chapter 7: Preparing Diagrams for Presentation and Collaboration 8. Chapter 8: Securing and Providing Access to Diagrams 9. Chapter 9: Integrating Visio with Other Microsoft Apps 10. Chapter 10: Customizing Master Shapes and Templates 11. Chapter 11: Improving the Provided Flowchart Shapes 12. Index 13. Other Books You May Enjoy

Sharing custom templates

We have now learned how to enhance the existing master shapes in Visio to add extra functionality and accessibility. Of course, we need to apply these enhancements to all of the master shapes in Document Stencil, which we can then hide and leave the Basic Flowchart Shapes and Cross-Functional Flowchart Shapes stencils visible and docked. We can then save our custom Visio document as a template, and give it to others to add to their Custom Office Templates folder, for example. They can then create new Visio diagrams from this template and will have all the enhanced features. These features, apart from the Configure Callout dialog, will also work in Visio for the web because they are just ShapeSheet functions.

Alternatively, the custom template can be added as a content type in SharePoint, which is beyond the scope of this book, or it can be added to the list of templates in Teams and SharePoint as described in Chapter 8.

However, in desktop Visio, we can...

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