Author Topic: Automatic shape selection on import  (Read 5055 times)

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Automatic shape selection on import
« on: December 29, 2015, 02:05:27 PM »
Forgive me if this has been asked before, as I am new to the forum and to Visio in general.

I have a large org chart to build, about 800 people. I have gone in and forced Visio to use my custom shapes when I import my data, though we won't get into how I managed that.

The last frustration that I can't seem to overcome being that it is assigning the wrong position types to everyone despite the addition of a column in my database which identifies what "position" type I want Visio to use (not necessarily reflective of actual positions, but rather of the corresponding shape type I want it to use). I have narrowed down the key words and selected the box to have it match on drop, but to no avail. Also, when I change the position type, Visio isn't updating the formatting on the shape.

I am at my wit's end. The things I've already managed to force it to do were things that our IT department didn't think I could do. Luckily, I'm quite creative.


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Re: Automatic shape selection on import
« Reply #1 on: December 29, 2015, 02:46:37 PM »
Hi Jennifer,
The Google search "visio org chart custom shapes" brought amongst others a nice page from David Parker:
Would that help?