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Organize the components in your diagrams with layers in Visio for the web

Layers enable users to organize multiple elements of a diagram and control which ones are seen, hidden, locked, or unlocked with just a few clicks. The Visio desktop app has long supported layers, and now Visio for the web does, too. Users with a Visio Plan 1 or Visio Plan 2 license can now use layers to group a related set of shapes in a drawing and change properties of all the layer members at once.

 

Example user scenario: Network diagrams

Tomás, a network security architect for a global financial firm, is one of a dozen members of the firm’s enterprise architecture team in charge of meticulously designing network architectures that are efficient, reliable, and secure. Tomás frequently meets with other planners in the organization—such as database architects and firewall architects—to translate business needs into functional systems. To provide top-down planning and help eliminate inefficiencies, they design their highly complex network architecture diagrams in Visio for the web.

The complexity and various levels of detail included in each diagram often make it difficult to communicate system updates. But with the introduction of layers in Visio for the web, managing complex diagrams becomes more simple. Tomás and his team can now organize, categorize, and set properties for a related set of shapes in their diagrams. This enables them to show only information relevant to particular user groups; for example, they can show databases and their related systems to database admins, or the relevant communication ports to firewall admins. Furthermore, the new shape count provides useful at-a-glance information, such as the number of shapes in a specific layer (for this example scenario, we’ll call it the “Firewalls” layer) of the diagram.

Tomás and his team can use the Toggle Visibility property to show or hide annotations or shapes in a layer, or the Lock property to prevent accidental selection or movement of shapes. They can also use the Select Shapes property to quickly select and apply formatting changes to all the shapes in a layer at once.

Try it now! 

Getting started is simple. Select the new Layers menu button on the Home tab in the ribbon to open the Layers task pane.

01 Layers button highlighted.png
A cropped image of a network diagram in Visio for the web highlighting the new Layers menu button on the Home tab.

Upon selection, the new Layers pane will open to the right of the canvas.

02 Layers pane.png
An image of a network diagram in Visio for the web showing the new Layers pane open to the right of the canvas.

Here, you will see a list of any existing layers in the diagram, as well as the number of elements assigned to each layer. It’s important to note that, when starting from one of Visio’s dozens of starter diagrams, any flowchart shapes in your diagram are assigned to the “Flowchart” layer, any Azure shapes are assigned to the “Azure” layer, any connectors are assigned to the “Connector” layer, and all other shapes are “Unassigned” by default.

 

Create a new layer

To create a new layer, simply select the + Add New Layer button at the top of the Layers pane, then type anywhere in the Untitled Layer field. Repeat this process to add additional layers.

03 Add new layer highlighted.png
A cropped image of a network diagram in Visio for the web highlighting the + Add New Layer button at the top of the Layers pane.

04 Untitled layer.png
A cropped image of a network diagram in Visio for the web highlighting the Untitled Layer field.

 

Assign shapes to a layer

Once you’ve added your layers in the Layers pane, assigning shapes to a layer is simple. It’s important to note that shapes can only be assigned to a single layer at a time in Visio for the web.

First, select a shape on the canvas and then, in the Layers pane, select the radio button to the left of the layer name. In the example below, we assign the selected rectangular shape to the “Background” layer.

05 Assign shape to Background layer.png
An image of a network diagram in Visio for the web demonstrating how to assign a shape to a layer.

 

Assign multiple shapes to a layer

You can also change the assignment of multiple shapes at a time—or, in the example below, text boxes—to assign them to a layer. Here, we select the four text boxes and then, in the Layers pane, we select the radio button to the left of the layer name to assign them to the “Headings” layer.

06 Assign multiple shapes to a layer.png
An image of a network diagram in Visio for the web highlighting how to assign multiple shapes, or text boxes, to a layer.

 

Use the right-click menu to quickly create and assign shapes to layers

While the new Layers pane provides all the options you will need to create new layers and assign shapes to layers, we’ve also added a new option—Assign To Layer—in the right-click menu. This option is particularly useful if you’re working on a diagram and the Layers pane is not open, but you need to quickly reassign a shape to a different layer.

Simply right click the shape that needs to be reassigned, select Assign To Layer from the menu option, and then select the preferred layer name from the drop-down. If you want to assign the selected shapes to a new layer, you can also easily create a new layer and assign the shapes to that layer by selecting + New Layer in the drop-down.

It’s important to note that assigning a shape to a new layer removes any existing assignments from that shape. In the example below, we reassign the selected shape from the “Clients” layer to the “Overloaded” layer to help indicate which components need attention.

07 Assign to layer via right-click menu.png
An image of a network diagram in Visio for the web demonstrating how to reassign a shape to a different layer using the Assign To Layer option in the right-click menu.

 

Apply properties to shapes in a layer

Once the shapes are assigned to a layer, you can then use the grouping to perform bulk operations. You can quickly hide and unhide or lock and unlock all shapes within that layer by hovering over the layer name, and then selecting the Toggle Visibility (eye) or Lock/Unlock (closed/open padlock) icons to the right of the name.

08 Hide unhide lock and unlock.png

A cropped image of a network diagram in Visio for the web demonstrating where to find the Toggle Visibility and Lock/Unlock options in the Layers pane.

You can also select the More Options button (three vertical dots) to the far right of a layer name to access additional options, such as renaming or deleting a layer.

09 More options.png
A cropped image of a network diagram in Visio for the web demonstrating how to access more options for layers in the Layers pane.

When selecting Delete, you will receive a prompt confirming whether you want to delete not only the layer, but also all shapes assigned to that layer. Unchecking the box will allow you to keep the assigned shapes and reassign them to the “Unassigned” layer.

10 Delete layer.png
An image of a message prompt in Visio for the web asks a user, “Are you sure you want to delete this layer?”

Furthermore, the Select Shapes option enables users to quickly apply formatting changes to all the shapes included in a layer. In the example below, we use the Select Shapes option to select and change the color of the two overloaded clients, which we reassigned previously, to red—to call them out visually in the drawing.

11 Select shapes.png
An image of a network diagram in Visio for the web demonstrating how to reformat all shapes included in a layer using the Select Shapes option.

12 Reformat shapes.png
An image of a network diagram in Visio for the web.

Learn more about how to add a layer and use layers to set properties for multiple shapes in Visio for the web.

 

We are listening!

We look forward to hearing your feedback and learning more about how you utilize layers in Visio for the web. Please share some of your use cases in the comments below or let us know how we can help to improve the experience. You can also send feedback via the Visio Feedback Portal or directly in the Visio app in Teams using “Give Feedback to Microsoft” in the bottom right corner.

Did you know? The Microsoft 365 Roadmap is where you can get the latest updates on productivity apps and intelligent cloud services. Check out what features are in development and coming soon for Visio on the Microsoft 365 Roadmap.

This post was originally published on this site

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