In this blog post I will explain you how easy it is to use Visio to create different flowcharts, and how to attach the main processes together with the subprocesses. In the end I will link up a document library to the subprocessess to show how you could use Visio and drawings to navigate and filter at document library, to give the end users another way of filter the data which is more graphical.
1. First open Visio 2013
2. Click NEW -> Type Flowchart -> Search -> Basic Flowchart -> Create
Draw your main processes on the main canvas.
In this example I have created 5 processes, define, measure, analyze, improve, and control. To create a process just drag and drop the process to the canvas, and then add text, different color and re size it as you wish.
As you can see I have also named the page Main.
We have two options to connect the processes, I’ll explain you both.
Now create a new FlowChart Drawing inside Visio for the subprocesses.
On the sub-process diagram, add a page for each subprocess, and name the page names accordingly to the names of the main processes. In my example I named the page Measure. Make sure it’s written exactly the same way.
Save the files as subprocess.vsdx
In the main diagram,
Select the whole process, and right click on it.
Select Data, and define data.
On the popup window that opens, Click New to create a new property. Set the label to “subprocess” and the type to string
Then right click on the different processes, and select data -> define shape data
Set the subprocess variable to the page name of the sub-process. In my example the value should be Measure.
Repeat this steps for all the other shapes in the main diagram as well. Define, Analyze, Improve, and control.
Open your SharePoint Site (Either SharePoint 2013 OnPrem, or SharePoint Online) that you want to display these diagrams
Upload both visio files to a document library of your choice.
Add two Visio Web Access web parts to the page you just created.
Edit the main process Visio Web Part, and set the web drawing URL to the main process Visio File URL
In the expose the following Shape Data field type the name of the label you created inside Visio 2013 (Subprocess)
Click save to save the web part.
Click edit on the other Visio Web Part, and set the drawing URL to the Sub-Process Visio file Url.
Save the changes made to the sub-process web part.
On the Sub-process visio web part – click edit -> connections -> get web drawing url and Page Name From .-> (the main process visio Web part (Visio Web Access )).
On the window that pops up choose:
Provider field name: Subprocess (or whatever name you exposed)
Consumer field name: Page Name.
Now we have connected the two visio web parts, and also we have connected the processes.
Stay tuned and get back to my next post, and I’ll show you another way of connecting this processes, which will result in an even better user experience as far as I’m thinking.
Happy SharePointing everyone.
If you have some questions about Visio Services, or SharePoint don’t hesitate to ask me.
My contact details:
Phone: (0047) – 98224609