Can't Find the FinalizeShape Option When Editing the AgileShape

Applies To

Symptoms

I am trying to follow the "Edit Visio Stencil Images for AgilePoint Shapes" document to create a customized stencil in a new stencil file. After adding some user-defined cell information, I could not find the Tools>Macros>ThisDocument>FinalizeShape. As a matter of fact, it listed other stencil files currently open in the menu as Tools>Macros>stencil files>ThisDocument>FinalizeShape. Do you know what I have missed?

Cause

The Tools > Macros > ThisDocument > FinalizeShape option is only available if your are editing a shape from an AgilePoint specific stencil.

Resolution

In order to get the Tools>Macros>ThisDocument>FinalizeShape option, you must be editing a shape in an AgilePoint based Stencil.

One suggestion is to copy one of the out-of-the-box Stencils (can be found under [Drive]:\Program Files\Microsoft Office\Visio11\1033\Solutions\Ascentn BPM folder) as your base stencil and rename it to your customized stencil. You can then copy all the customized shapes that you have into this stencil and delete the existing one that you don't need. After this you can use edit and convert the custom shapes into AgilePoint shape.

Here is an example:

For example, the following screen shot shows that AP Temp is a new stencil I copied from the Generic.vss file in the above folder. I can then File>Open and select this new vss file to edit. I then copied a shape (Generic object) from the Active Directory Objects stencil into this stencil.

Now right mouse on the Generic object shape and select Edit Master>Edit Master Shape

Now right mouse on the shape image and select Show ShapeSheet.

Now you will find the TooLs>Macros>ThisDocument>FinalizeShape option available in your menu.

Select that option will bring up the following dialog to convert to AgilePoint shape: