7.x Documentation

features description for

Creating new Master-Shapes

In, all Stencils and Master Shapes available in Visio can be used. In addition, new master shapes can be created or existing shapes can be adapted according to your preferences.

The basic delivery of and the demo database, usually involves the Stencils for the methods EPK, CATALYST ™, EAM, RACI and BPMN, and optionally matching stencils for reference models.

Create New Master-Shapes

To add a new Master-Shape to a stencil, proceed as follows:

  1. Open an existing template (=stencil) in Visio, by opening a template or a diagram.

  2. Turn the template to the edit mode.


    Stencils and templates that are saved as Visio files not on the hard drive, but in the SQL Server database, must first be checked out from the database. See: Shapes, Stencils & Templates

    ![](//*Edit a Stencil*

    328716 Drag a shape from a diagram in the Stencil

  3. To create a new or edit an existing Master-Shape, select the appropriate function from the context menu (for this tutorial we chose New Master).

  4. Fill the fields in the dialogue box (for detailed information, see Visio documentation)
    The hook (in the Behavior properties group) “Match master by name on drop”, should not be set, so that the Diagram Update Wizard can update modified Master Shapes on the diagrams.

  5. Clicking OK adds a new (empty) shape to the stencil.

  6. Open the added Shape via its context menu for shape editing (context menu Edit Master > Edit Master Shape).

  7. Draw a new shape; you can use all functions offered by Visio.

  8. After completing the design, close the window, and save the new Master-Shape.


Insert new “User-defined cells” Section in order to automatically connect mastershape with process4biz object


Alternatively, you can create the shape on a diagram (or use an existing one) and then drag it to the stencil. If the template is not in edit mode, you will be prompted to activate it.
Then enter the name for the new Master-Shape, save the template and turn off the edit mode again.

If you want to edit existing master shapes, e.g. to add or change data graphics, you should put an object with this master shape on the diagram, edit the shape accordingly and then drag it back to the templates. You can select the name of the future master shapes with reference to the existing classes during the procedure. In addition, you can decide whether the temporarily used object should be deleted only from the respective diagram or from the database. Finally, deactivate the edit mode.

Automatically Connect Master-Shapes With Process4bIz Object On Drag & Drop

  1. Open template and choose “Edit Stencil”
  2. Choose Mastershape you wish to edit: Right-click on the mastershape > Edit Master > Edit Master Shape
  3. Right-click anywhere on the shape and choose Show ShapeSheet
  4. Right-click and choose Insert Section… > User-defined cells > OK
  5. Rename user-defined cell User.Row_1 to User.P4BClass
  6. Set value column to the name (in quotation marks) of the class you wish to connect this mastershape to, in this example it is “Information”:


Equip master shapes with properties

It is possible to show properties on the shapes that represent graphically the objects of a class. This means, for example, that  instead of the name of the object, a value of another property is displayed on the configured shapes of the objects on a diagram. In addition, this function can be used to display properties as Visio Data Graphics.

To equip master shapes with properties, proceed as follows:

  1. Select the Master-Shape in the template

  2. From context menu select Equip with > Select a object… and select desired object, whose property (-ies) will be displayed on shape.

  3. Select option “Equip the shape with object-properties of…” from the context menu of shapes.

  4. Select the desired property.
    You can also create new properties in this window, as well as editing existing properties and system properties (Caution: design rights are required).

  5. Open the Master-shape for editing (see above) and edit. a. To display the selected property as a text field on a shape, add a field to the corresponding shape:


    In the next window, select then the category in "shape data" (=
    the added property).

    b. If you want to add a data diagram to the master shape, you can find the necessary information here: Displaying Properties as Visio Data Graphics

  6. Save the template with the modified Master Shape.

  7. Now create a new object on the diagram by dragging the modified shape. Enter a value for the defined property in the Properties window and click OK. As a result, the property value is displayed on the shape.

If you open the master shape to edit it on a diagram, select the shape and right-click on it, you can use the context menu to equip the master shape directly on a diagram with a property.


Equip a master shape with a property