How to share Presentation Options between different diagrams


#1

Hi,

is there a way to share the same presentation options between different diagrams ?
I’m finding quite annoying having to set up every new diagram with the same presentation options by hand.
I’ve also looked for a way to override the defaults at a global or project level, but couldn’t find a way to do that.


#2

Good question! Yes there is but I definitely agree with you that it can be a little hidden. There are actually 2 ways to achieve this.

If you want a presentation option to apply to your entire project then check your project options; see the ‘Window’ tab:

See what I mean? By default your diagram options are set to “follow diagram” which basically means “follow the global standard”. So if you then change certain behavior here then this will apply to all your diagrams.

However… I just noticed that changed options do apply to your new diagrams but not necessarily to the ones you already made. I suspect that to be a bug but I need to do some proper testing first (my environment is heavily customized).

I can well imagine, hope this can help you out so far.

So here’s a bonus tip but it may be a little bit complicated… If I confuse you just let me know!

What I showed you above can help you with setting default options for a specific project, but what if you start a new project? Then you’re basically back to square one: you’d have to change your project options again before you can get to work. That can also get annoying over time I think.

But you can do something about that as well: by using the so called “anonymous project” (please note: this is the name which I gave it, it’s not something official).

For example: let’s say that I want my connectors to always use line jumps. This is my current situation:

image

Apologies for a somewhat cheesy diagram, but this is just a quick example :slight_smile:

So: within VP open the ‘Project’ tab and then click “close”. Now you’re in the so called “anonymous project”. Go to the project options as I showed you above and then apply some changes which you want applied on all new projects. In my example I’m going to change the line jumps to ‘arc’.

Just make your changes and click ‘ok’, you don’t have to do anything else.

Now: Start a new project (Project tab => new), don’t save your current project. Just start a new one and then make a diagram. You’ll notice something new :wink:

Here I started a new project after following up on my own steps, once again you’ll have to forgive me for a rather silly diagram, but I think you’ll see what I mean:

image

All connectors now use arcs. And they will continue to do so for every new project you create.

Hope this can help, if you have more questions don’t hesitate to let me know!


#3

Your tip turns out to be really handy, albeit a bit on the tricky side. Thanks a lot!


#4

I never fail to learn something when I read your posts. Thank you for taking time to do this!


#5

Thanks for the kind responses you guys, I really appreciate it!

So, in my previous post I mentioned the following:

In the mean time have done those tests and decided to ask Visual Paradigm themselves, and I stand corrected on the above :slight_smile:

This is intended behavior in order to protect the consistency of your existing diagrams. It prevents your diagrams from ‘automagically’ changing based on 1 single change in the options, also because there’s no guarantee that such an option change would be useful all your current diagrams.

So for existing diagrams you’d need to use the ‘Presentation options’ section in the pop-up menu, for new diagrams you can change the project options (in the settings) and for new projects you can apply changes to the ‘anonymous project’.

Figured I’d also share this update :slight_smile: