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Displaying Custom Properties as Text on a Shape in Visio Technical

Often it can be useful to display text derived from a shape's custom properties. This provides a way of seeing the data on your drawing in addition to being able to use it as shape intelligence or make it available to external data users or procedures.

This article uses the  “process” shape from the flowchart stencil for illustration purposes. If an alternate shape is used, the user should make sure the shape has custom properties, and the user has entered values into the custom properties. The assumption is made that the user has used the ShapeSheet before and is familiar with adding sections and typing formulas. For further information regarding the creation of custom properties, please see Visio's online help.

Drag the “process” shape to the drawing page. Right click on the shape to enter values into the three custom properties (cost, duration, and resources). Each property will take only a numeric value.

  • While the shape is still selected, choose Field from the Insert menu.
  • From the Category menu, select Custom Formula.
  • Once chosen, the Custom Formula bar becomes active. Place the cursor in the field and type Prop.Cost.
  • Choose OK. The shape's text will now display the value of the Prop.Cost row in the Custom Properties section of the ShapeSheet.

Determining the valid row names
For a shape that already has custom properties, it is necessary to determine how to properly reference the custom property rows.

  • While the shape is selected, choose Show ShapeSheet from the Window menu.
  • Scroll to find the Custom Properties section of the ShapeSheet. If it is not visible, choose Sections from the View menu. Check custom properties.
  • The Custom Properties section will have named rows. The “process” shape has 3, Prop.Cost, Prop.Duration and Prop.Resources. The “Prop” in the name is added automatically by Visio.

 

 
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