Visio 2007 Document Properties etc

Started by dgoogle, October 23, 2013, 04:29:50 AM

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dgoogle

Hi Team,
      I am in the middle of setting up a template to be used by my team.
My dilemma is that I would like to create some custom property fields.
In effect extending the ones presently available ( eg Title, Subject, Author etc).

The fields I would like to create for example are:
1. Project Name (Not a title name)
2. Project number
3. Document number
4. Version number (For version control)
5. Environment (Production or development)

Once these fields are defined I would like to use them in the same way as you would an "Insert field".
Taking this to the next level, I would like to integrate this with SharePoint.
That is, a field, such as, "Document number" would get automatically populated when I check the document into the SharePoint library.

I thought I was on the right track by looking at "User-defined" cells but I just can't see how they can be used.

Any thoughts or idea would be appreciated.

cheers,
dg

Jumpy

I think you should rather look at ShapeData fields as they can ba manipulated by the User via the UI. For user defined cells you always have to go through the shapesheet, which is cumbersome for the average user.

Surrogate

#2
Please try extend your document data using TheDoc.
1. Turn on DrawingExplorer Window

2. In this window, select first row and right-click. Select option Show Shapesheet

there you can add a set of shape-data or user-defined cells.
for example you add new user-defined cell named user.ProjectName. When you will add fields use syntax TheDoc!user.ProjectName

dgoogle

Jumpy / Surrogate,
   thanxs for the info.
   
I will try it out and let you know how it goes.

dg

dgoogle

Jumpy / Surrogate,
     unfortunately not much success with either approach. :-(
Can you suggest any online examples as I have not really been able to find anything suitable ?

cheers,
dg