Visio Online provides true anytime, anywhere, any device viewing of Visio diagrams. Join Visio MVP Scott Helmers in this online video as he demonstrates how to create threaded comments in a Visio diagram via a web browser. You’ll also learn that hyperlinks in Visio Online work the same way they do in Visio itself.
- [Instructor] The Visio Online experience isn't restricted solely to panning, zooming, and searching. There are several ways you can interact with a diagram starting with adding threaded comments. I happen to be working with this document in Firefox on a PC but I could be doing the same thing on a phone or with any other browser. To add a comment, click the More commands button in the upper right of the Visio window. Choose Comments. Select the shape to which you want to add a comment, in my case it's the Select a candidate shape, and then click the New Comment button.
Type my text, and click Post. With Visio Online, there's no explicit save, the save happens automatically that comment is now actually part of this Visio document. To prove that point, let's switch to a computer belonging to one of my colleagues. We're now on the computer used by Darla Branson. We have the same Visio document open and notice that it can be open in Visio on one computer while someone else is viewing the document in their web browser.
Darla sees a comment appear at the bottom of the window that says, Scott Helmers is Editing this Document. Also, in the status bar, notice the message that says, Updates Available. Darla clicks Updates Available and the updates get applied. Notice the comment balloon that appears on the upper right corner of the Select a candidate shape. Clicking that balloon causes Scott's comment to appear for Darla. Darla can now click Reply and type her response.
Pressing the Enter key includes her comment in the diagram. Clicking on the background makes the comment disappear, but it's always there as part of this threaded conversation that Scott and Darla are having. One important difference between Visio Online where Scott's comment was saved automatically and Visio itself, where Darla is working, it is necessary for Darla to explicitly click Save in order to include her comment as part of the document. In the Status line, you see Uploading to SharePoint, now that comment is locked in as part of the document.
Let's switch back to Scott's computer. Now that we're viewing this diagram in Firefox, I'm going to press F5 in order to refresh the diagram in the browser. I'll go back to the More commands button, click Comments, and now we see my original comment as well as Darla's reply. Let's add one more comment to this thread so that we can close out this particular conversation. I'm going to click the Reply button that appears when I click on Darla's comment, type my response, and click Post.
At this point, that third comment is part of the document we could go back to Darla's computer, she would see an update notification, click that and see my reply to her. A second interactive feature supported by Visio Online is the use of hyperlinks. In this diagram, the Subprocess shape labeled Hire candidate contains a hyperlink to the page containing the Subprocess definition. Let's follow the hyperlink and actually, if you notice in the upper right corner of the Hire candidate shape, there's a little chain link symbol. Let's click, and we've just followed the hyperlink to the Subprocess definition page.
On this page, you notice the Return shape has a hyperlink symbol. Let's click that and when we do watch what happens because this particular hyperlink was created not only to return to the previous page, but also to zoom in on the Subprocess shape. So click, and we now see the zoomed in view of the first page. Let's switch back to Darla's PC to work with this diagram in Visio one more time. Based on what you just saw in Visio online, you can see that the behavior in the Viewer is essentially the same as what we're about to see in Visio.
Here's the diagram in Visio. Let's Control + click which is the required keystroke and mouse click in Visio to follow the hyperlink. Sure enough, it takes us to the Subprocess page and when I Control + click to return, we are zoomed in and the Hire candidate shape is centered right on the screen. To complete our look at hyperlinks in Visio Online, let's create a hyperlink to a Word document for the HR Policy Manual. We'll start by getting the link we need from SharePoint, I've previously copied it to the clipboard.
I'll select the shape, right-click, choose Hyperlink, let's paste it here and also type a description: HR Policy Manual. Click OK. Let's follow the link to see that it works. When I hover, notice the description appears as part of the pop-up text and also the instructions Ctrl + Click to follow the link, so let's do that. Control + click. Now the target document is open in Word. I have access to all of their information in the document directly from the Process map.
Let's go back to the Visio diagram, save our changes, and then go back to My Computer, and take a look at this diagram in Visio online. I'm going to press F5 to refresh the diagram in the browser. Immediately you see a hyperlink symbol in the top right corner of the HR Policy Manual shape. Let's click to follow the hyperlink. Sure enough, the Word document opens for us in the browser here on my computer. When your Visio diagrams are stored in either the public cloud or a private cloud, you can collaborate in those diagrams by means of threaded comments.
In addition, the same powerful hyperlinking capabilities that work in the Visio client also work in Visio Online.
- Working with layers using Visio Viewer on iPad
- Sharing, copying, and printing with Visio Viewer on iPad
- Panning and zooming in Visio Viewer on iPhone or iPad
- Interacting with Visio diagrams in a browser
- Viewing Visio diagrams on a phone or tablet
- Refreshing data in Visio Online on a Mac, PC, or phone
- Sharing Visio diagrams from a browser