7.x Documentation

features description for

Updating diagrams to comply with edited master shapes

Master shapes are a group of page items in a stencil that create an instance of themselves (a concrete shape) when they are drawn on the page.

With the two functions described in this chapter, you can either: 

  1. update subsequent changes on a master shape only on a currently selected diagram (update instances).  Any user can call this feature on each individual diagram in the context menu of each master shape, by right-clicking on the shape or the blue-green background in the Graphical Visio Modeler. If you apply this function to a certain, marked master shape in the template, only the respective shapes are updated on the diagram.


  1. or transfer subsequent changes to all existing diagrams (update diagrams) in the Modeller. 

These adjustments may involve changes in the formats, the font or size of a shape or several shapes. Please note that the updates are transferred only to the shape of the top level in grouped shapes. 

When you select the option“Update instances” or “update diagrams to comply with edited master shapes”, the following dialogue box appears, where different formattings for shapes can be defined. This means that if for example you want to change only the color of the shape, all formatting should be checked (preserved) except for the fill format option.

Next, you can define whether the size or surface of the shape should be preserved or the master shape size should be used.


Here all the above functions are described in detail:

  • Line Format
    The line format of the shapes is preserved (line pattern, width, color, corner forms, etc.). When you have changed the line format for one or more selected shapes and started the Diagram Upgrade wizard, the line format is preserved on the shapes. 


  • Fill Format
    The fill format defined for the shapes is preserved. 


  • Text Fields
    The text fields added for one or more shapes are preserved.


  • Textbox position
    The text position defined for one or more shapes is preserved (i.e., the position in relation to the shape).


  • Text Format
    The paragraph and text block formats defined for one or more shapes are preserved. 


  • Font Size
    The font size defined for one or more shapes is preserved.


  • Font
    The font (bold, italic, etc.) defined for one or more shapes is preserved. 


  • Preserve sub-shape formatting as well
    This option allows you to preserve the formatting of sub-shapes. When this option is enabled, then not only the formatting of the grouped shape is preserved, but also the formatting of the individual sub-shapes. This means that if for example only one of the sub-shapes has been changed, these changes are preserved after the update.


  • Update 1-Dimensional Shapes
    If this option is enabled, 1-dimensional shapes (connectors) are updated when changed (color, text size, etc.)