Foxboro Evo™

Process Automation System

Common Graphic Editor

Features User’s Guide

*B0750AG* *D*

B0750AG

Rev D
December 15, 2013
All rights reserved. No part of this documentation shall be
reproduced, stored in a retrieval system, or transmitted by any means,
electronic, mechanical, photocopying, recording, or otherwise,
without the prior written permission of the Invensys Systems, Inc. No
copyright or patent liability is assumed with respect to the use of the
information contained herein. Although every precaution has been
taken in the preparation of this documentation, the publisher and the
author assume no responsibility for errors or omissions. Neither is any
liability assumed for damages resulting from the use of the
information contained herein.
The information in this documentation is subject to change without
notice and does not represent a commitment on the part of Invensys
Systems, Inc. The software described in this documentation is
furnished under a license or nondisclosure agreement. This software
may be used or copied only in accordance with the terms of these
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© 2006-2013 Invensys Systems, Inc. All Rights Reserved.

Trademarks
Invensys, ArchestrA, FoxView, Foxboro, Foxboro Evo, I/A Series,
InFusion, InTouch, Wonderware, Foxboro Evo logo, and Invensys
logo are trademarks of Invensys plc, its subsidiaries and affiliates.
All other brand names may be trademarks of their respective owners.
 iii

Contents
Before You Begin ................................................v
About This Book .................................................................................... v
Revision Information.............................................................................. v
Reference Documents ............................................................................ v

Common Tools ....................................................1

Graphical Editor Layout......................................................................... 1
Drawing Canvas ................................................................................. 2
Stencil Window................................................................................... 3
Toolbars .............................................................................................. 4
Manipulating Graphical Elements.......................................................... 5
Standard Toolbar .................................................................................... 8
Drawing Toolbar .................................................................................... 9
Adding Text .......................................................................................11
Action Toolbar...................................................................................... 20
Font Toolbar ......................................................................................... 23
Formatting Toolbar............................................................................... 23
Specifying Color............................................................................... 25

Index ..................................................................29

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 v

Before You Begin

About This Book

This documents describes a variety of graphics and text editing tools that are
available in the following Foxboro Evo™ Control Editors (hereinafter referred
to as Control Editors).
• Appearance Object Editor
• PLB Ladder Logic Editor
• Sequence Block SFC Editor
• Strategy Editor
Some of the tools are available in text-based editors, such as the Sequence
Block HLBL Editor, for changing color, fonts and other display attributes.

Revision Information
For Revision D of this document, the following change was made:
Global
• Updated product names and references to support the release of the
Foxboro Evo Process Automation System.

Reference Documents
This guide is intended as a supplement to the user guides for the individual
editors. Refer to the following documents for specific information about the
editors and other configurators for Control Editors:
• Appearance Editor User’s Guide (B0750AE)
• Block Configurator, Control Edition (B0750AH)
• Bulk Data Editor User’s Guide (B0750AF)
• Control Database Deployment User’s Guide (B0750AJ)
• PLB Ladder Logic Editor (B0750AK)
• Sequence Block HLBL Editor User’s Guide (B0750AL)
• Sequence Block SFC Editor User’s Guide (B0750AM)
• Strategy Editor User’s Guide (B0750AN)

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vi Before You Begin

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 1

C H A P T E R 1

Common Tools

The Control Editors feature Microsoft Visio® based graphical editors that
enable users to insert graphical elements into an editor window to perform,
enhance or annotate the configuration activity supported by that editor.
The graphical element can be a control block, a square or circle, or a simple
piece of text. While all graphical elements respond fundamentally in the same
way, some elements (such as a block appearance objects) are controlled by the
editor to allow a specific configuration activity to occur.
This chapter describes the major components that are common to all the
graphical editors for Control Editors.

Contents
• Graphical Editor Layout
• Manipulating Graphical Elements
• Standard Toolbar
• Drawing Toolbar
• Action Toolbar
• Font Toolbar
• Formatting Toolbar

Graphical Editor Layout

The principal editing control for a Control Editors graphical editor is a tab
control consisting of:
• Drawing canvas, a pane in which controls are graphically configured
• One or more Visio stencils with various control elements specific to the
editor.
The Template Toolbox serves as a stencil of blocks and strategies for the
Strategy Editor.
• Two rows of toolbars
• Output pane that displays the results of validation or other editor
functions.

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The PLB Editor tab in Figure 1-1 is a typical layout for a Control Editors
graphical editor.

Toolbars

Drawing canvas

Stencil window

Output pane

Figure 1-1. Graphical Editor

Drawing Canvas
The drawing canvas is the work area in which the control is graphically
configured. In Figure 1-1 for example, a ladder logic diagram is being
constructed to configure a programmable logic block (PLB). Elements are
dragged from the stencil on the left and dropped into position on the drawing
canvas.

Clipboard and Drop-and-drag Functions

The editors support clipboard and drop-and-drag functions to move and copy
elements within the diagram.

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The following table lists the clipboard functions available in various editor
from the context menu that pops up when you right-click on a selected element
and on the drawing canvas itself.

From a From the

Editor Selected Element Drawing Canvas
Appearance Object Editor Cut, Copy, Paste Copy, Paste, Copy Drawing
PLB Ladder Editor Cut, Copy, Paste Copy Drawing, Paste
Sequence Block SFC Editor Cut, Copy, Paste Cut, Copy, Paste
Strategy Editor Copy, Paste Paste, Delete

The editors also support keyboard shortcuts for Cut (Ctrl+X), Copy (Ctrl+C),
Paste (Ctrl+V), and Select All (Ctrl+A). Ctrl+X is not enabled in the Strategy
Editor.
Multiple elements in the drawing can be selected for a drop-and-drag move or
a clipboard action by doing one of the following:
• Drag the cursor diagonally over the area containing the elements to be
selected.
• Press the Ctrl key while clicking the elements to be selected. In some
instances, Ctrl+click selects intervening items.
• Select an element, and then press Shift when clicking a second element to
select the two items and those in between.

Scrolling and Panning

Horizontal and vertical scroll bars are used to scroll to other graphical elements
in the editor not visible on the canvas.
You can also pan the drawing to bring portions of a drawing into view:
1. Press Shift+Ctrl while holding down the right mouse button and move the
cursor to change the cursor to a hand symbol.
2. Continue to press Shift+Ctrl and the mouse button, and drag the drawing
surface in the desired direction.

Stencil Window
The window to the left of the drawing canvas in Figure 1-1 contains a Visio
stencil of PLB ladder elements that can be added to the ladder diagram in the
drawing canvas. When the PLB elements are dragged from the stencil and
dropped on the ladder, copies of the elements are pasted into the position on the
diagram. Each element can then be selected in the ladder diagram and
configured using a context menu.
Similar stencils are used in the other editors to build drawings or diagrams of
the control object.
The Strategy Editor does not have a stencil window but uses the Template
Toolbox and Applications Views as palettes of control objects. For example,
when a block template is dragged into a strategy from the Template Toolbox, a
copy of the block is placed on the drawing canvas represented by an

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appearance object, which is a Visio drawing similar to the elements in one of

the stencil windows. The appearance objects can then be graphically connected
to create block connections.

Toolbars
The two rows of buttons and pull-down menus above the drawing canvas
include features that are specific to the editor and a common set of toolbars,
which are described in this document. Figure 1-2 identifies the common
toolbars that are included in these rows.

Standard Drawing Action

Font Formatting
Figure 1-2. Common Toolbars in a Foxboro Evo Control Software
Editor

The common toolbars includes buttons for adding text boxes, drawing
elements, pictures and hyperlinks, and others for manipulating elements in the
drawing, both those added from a stencil and those added with a toolbar
button. The individual toolbars are described in the following sections:
• “Standard Toolbar” on page 8
• “Drawing Toolbar” on page 9
• “Action Toolbar” on page 20
• “Font Toolbar” on page 23
• “Formatting Toolbar” on page 23.
The toolbars are fixed in the Appearance Object Editor, PLB Ladder Logic
Editor, and the Sequence Block SFC Editor. In the Strategy Editor, the
Drawing, Action, Font and Formatting toolbars can be individually hidden or
re-enabled with a selection in the Views menu pulled down from the Standard
toolbar.
The drawing elements added from a stencil or the Template Toolbox are
generally protected from certain toolbar functions. For example, you can
change the color of ladder elements, but you cannot invert them as you would
be able to invert a picture that was added using the toolbar.
Use the toolbars to:
• Arrange and modify the drawing for clarity or emphasis
• Document the engineering
• Provide help for other users
• Prepare the drawing for printing.
In the Appearance Object Editor, the tools can also be used to create custom
appearance objects for blocks and strategies as alternatives to the appearance

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objects that are supplied with the Control Editors. See Appearance Object
Editor User’s Guide (B0750AE) for details.

Manipulating Graphical Elements

This section describes how to select and arrange elements that have been added
to the drawing canvas from the stencil window or added with a selection from
the toolbars.
Some editors may restrict the functionality of some of the activities that can be
performed on a graphical element.
Whenever a graphical element is selected, it is enclosed with a bounding
rectangle containing eight grab handles that can be used for selection and
resize operations. A circular handle outside the element (initially above the
element) is used to rotate element about its center of rotation. The circle
selected in Figure 1-3 shows the eight grab handles and the rotation handle.

Rotation handle
Grab handles

Dotted line encloses items selected

Figure 1-3. Graphical Element Handles

When the cursor is placed on a particular handle or on the selection, the cursor
symbol changes to indicate the function that can be performed:

Cursor Indication
Displayed when the cursor is placed over a handle that allows
resizing in a horizontal direction.
• Drag the handle to increase or decrease the width of the
selection.
• Press Shift while dragging the handle to increase or
decrease all dimensions proportionally so that the selected
element maintains its aspect ratio.
Displayed when the cursor is placed over a handle that allows
resizing in a vertical direction.
• Drag the handle to increase or decrease the height of the
selection.
• Press Shift while dragging the handle to increase or
decrease all dimensions proportionally so that the selected
element maintains its aspect ratio.

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Cursor Indication
Displayed when the cursor is placed over one of the corner
handles, which allow resizing in both the vertical and
horizontal directions. The boundaries of the image are
increased proportionally so that the element maintains its
aspect ratio.
Displayed when the cursor is placed over a graphical element
to indicate that the selection can now be dragged to a new
location on the canvas.
Displayed when the cursor is placed over a rotation handle
indicating that you can rotate the selected object by moving
the handle clockwise or counterclockwise.

To rotate the elements:

1. Click the rotation handle.
The cursor symbol is changed to a curved arrow and a dashed line
connects the rotation handle with the element’s center of rotation handle,
which consists of a circle with a dot in the middle (the triangle in
Figure 1-4).
2. Drag the rotation handle clockwise or counter clockwise to rotate the
image around the center of rotation.

Center of rotation

Figure 1-4. Rotation Handle and Center of Rotation

To rotate the image around a point outside the element:

1. Select the center of rotation handle and drag it to a new location (the
square in Figure 1-5).

Center of
rotation moved
outside the object

Figure 1-5. Moving Center of Rotation

2. Drag the rotation handle clockwise or counterclockwise.

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Manipulating Multiple Items

When multiple un-grouped elements are selected, a bounding rectangle with
eight grab handles and one rotation handle represent all elements within the
selection. Each element is enclosed in a solid rectangular border to indicate
that it is selected. One element in the selection is highlighted with a darker
border (the circle in Figure 1-6) indicating that it is the anchor element about
which various operations such as alignment are based.
The anchor element is determined as follows:
• The first element to be selected when Ctrl+click or Shift+click is used.
• The top, left-most image when the pointer cursor is dragged diagonally to
select all images in a area.

Figure 1-6. Multiple Ungrouped Elements Selected

When multiple un-grouped elements are resized, each element within the
selection is resized proportionally, and the objects retain their relative distance
from each other.
When un-grouped items are rotated using the rotation handle, all elements are
rotated as a group and the elements retain their relative orientation to each
other (Figure 1-7).

Figure 1-7. Rotating Multiple Ungrouped Elements

Note The outcome shown in Figure 1-7 is not the same as when a selection of
un-grouped elements is rotated 90° using or in the Formatting toolbar,
as illustrated in the table on page page 21.

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Standard Toolbar
The Standard toolbar, located on the left end of the first toolbar row, includes
the editor-specific Views menu and buttons for selecting the pointer cursor,
reversing edits and scaling the drawing canvas:

Icon Tool Description

Provides a pull-down menu of editor-specific functions.
• The Appearance Object View menu has a single
selection: Snap to Grid, which causes the top and left
sides of a shape to align with the nearest horizontal and
vertical line in the drawing canvas grid.
• The PLB Ladder Editor and Sequence Block SFC
Editor View menus have selections for toggling display
of their respective stencil windows and search options,
as well as selections for opening tools that are used in
the editor.
• Strategy Editor View menu includes submenus dealing
with block execution, naming, and connections, as well
as selection for opening the Strategies Library and
starting Live Data displays. The Toolbar selection
presents a submenu for toggling displays of the other
toolbars; these toolbars are always enabled in the other
editors.
Shows or hides the grid by toggling the grid button on the
editor toolbar.
• Grid lines crisscross each drawing page like those on
traditional graph paper. A grid helps you position
shapes visually on a drawing page, and you can snap
shapes to the grid.
• The supported editors are Strategy Editor, PLB Ladder
Editor, and Sequence Block SFC Editor.
Shows or hides the rulers by toggling the rulers button on
the editor toolbar.
• Rulers help you position shapes visually on a drawing
page, and provide a measured position on the drawing
page area that will be printed.
• The supported editors are Strategy Editor, PLB Ladder
Editor, and Sequence Block SFC Editor.
Changes the cursor to the pointer tool for selecting objects
and text.
• Click this button to return the cursor from other modes
such as pencil or comment.

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Icon Tool Description

Undoes the most recent edit made to the drawing, including
insertion or removal of graphical elements, movement of
any graphical element within the editor, and modification of
graphical properties of any element.
Up to 99 actions can be undone (the function may be further
limited by the amount of memory resident on the platform).
Undoing an action places that action in a Redo buffer.
Undoing a graphical action that resulted in database activity
reverses the database activity in addition to the graphical
action itself.
The button does not undo zooming in or out, selection of
graphical elements, or scrolling to a different location on the
editor canvas.
Restores the most recently undone edit. Up to 99 actions can
be redone (the function may be further limited by the
amount of memory resident on the platform).
Enlarges the drawing to zoom in on the current center of the
display.
• Press Shift+Ctrl while clicking the left mouse button to
zoom in rapidly.
Reduces the drawing making more of the drawing page
visible.
• Press Shift+Ctrl while clicking the right mouse button
to zoom out rapidly.
Displays the current scale of the drawing.
• Use the pull-down menu on the right to zoom in or out
to a one of eight different levels of magnification.

Drawing Toolbar
Use the Drawing toolbar to insert text boxes, draw lines, arcs, rectangles and
ellipses, and add graphics and hyperlinks.
• Choose View > Toolbars > Draw from the Standard toolbar if the
Drawing toolbar is not displayed.

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Once these basic elements have been added to the drawing, you can use the
other toolbars, the object’s context menu, and the pointer cursor to arrange and
combine the elements and to change their properties.

Icon Tool Description

Activates the comment tool, enabling you to manually enter
text starting at the current cursor position. The type font, size,
style attributes (bold, italic and/or underlined), and alignment
are specified with the Font and Formatting tools in the second
row of the toolbar. See “Adding Text” on page 11.
Activates the line tool.
• Drag the cursor in the editor window to draw a straight
line. The object is added to the drawing when you release
the cursor.
• Hold the Shift key down while dragging the cursor to add
a horizontal, diagonal, or vertical line.
See “Drawing Straight Lines” on page 15.
Activates the pencil tool.
• Drag the cursor in the editor window to draw curved lines
and shapes. The object is added to the drawing when you
release the cursor.
See “Drawing Curved Lines” on page 16.
Changes the cursor into a tool for drawing rectangles.
• Drag the cursor diagonally in the editor window to draw a
rectangle. The object is added to the drawing when you
release the cursor.
• Hold the Shift key down while dragging the cursor to add
a square.
See “Rectangle Tool” on page 16.
Changes the cursor into a tool for drawing ellipses.
• Drag the cursor diagonally in the editor window to draw an
oval. The object is added to the drawing when you release
the cursor.
• Hold the Shift key down while dragging the cursor to add
a circle.
See “Drawing Ellipses” on page 17.

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Icon Tool Description

Opens the Insert Picture dialog box, which you can use to
browse for and select an image file to be inserted onto the
current page, as described in “Inserting Images” on page 17.
The editor supports all common graphics formats such as
JPEGs and bitmaps. The graphic is copied into the drawing; it
is not imported by reference.
Opens the Hyperlinks dialog box for inserting a hyperlink
between the object and a file. The connected file can contain
configuration instructions, project plans, plant standards, or
similar reference information. Because the drawing is only
used in configuration, the linked information is not available in
the deployed system.
Refer to “Inserting a Hyperlink” on page 18.

Adding Text
To add text to a drawing:
1. Click in the Drawing toolbar to select the text tool and place the
editor in text mode.
The editor remains in text mode until you select another tool or press Esc.
2. Click a position on the drawing page to create a text box, and enter the text
in the box.
The editor adds the typed characters using the default settings for font,
size, alignment and the other text attributes, and the text box expands to
accommodate the text.
3. Select all or a portion of the text, and change the text attributes using the
Font and Formatting toolbars.
4. Right-click the selected text and choose Format Text from the pop-up
menu to open the Text dialog box (Figure 1-8).

Figure 1-8. Text Dialog Box

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The dialog box is a multi-tab tool for setting type characteristics, spacing,
alignment, and special effects.

5. Click in the lower left corner of the dialog box to view context-
sensitive help for each tab.
6. Select the text properties, and click Apply to set the properties and keep
the dialog box open or click OK to set the properties and close the dialog
box.
To change the default text attributes:
1. Click in the Standard toolbar to select the pointer tool, and click in
an empty area in the drawing canvas to make sure that no drawing
elements are selected.
2. Do one of the following:
• Use the toolbar buttons to specify the attributes.
• Right-click on the drawing canvas, choose Format > Text from the
pop-menu and use the Text dialog box (Figure 1-8) to set the
attributes.
The changes are applied to all text from this point forward; they are not
applied to existing text elements.
To add a text box of a fixed width:
1. Click in the Drawing toolbar to select the text tool if the editor is not
already in text mode.
2. Drag the cursor diagonally across the area where you want the text box to
occur.
3. Right-click the box, choose Format Text from the pop-up menu, set the
width and other properties in the Text Block tab in the Text dialog box
(Figure 1-8), and click OK.
4. Enter the text in the box.
The text wraps automatically when the line would exceed the set width.
When the text fills the box, the box expands vertically to accommodate
additional text.
When you have finished entering and formatting the text, do the following:
1. Click in the Standard toolbar to select the pointer tool.
2. Select the text object to display the move, size and rotation tools on the
object.
3. Adjust the object using the handles on the object and the graphics buttons
in the toolbar.

Adding Text to Another Drawing Element

Text can be inserted into any other drawing element such as a line, rectangle or
ellipse to add a label, comment or instructions. The text is added without
switching to comment mode.

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For example, to label an arrow:

1. Draw a straight line and set the line attributes as described in the next
section (Figure 1-9).

Figure 1-9. Adding Text to a Line

2. Double-click the line to place the text cursor in the middle of the element.
3. Type the arrow label.
4. Right-click a portion of the type or the line itself, and modify the text
attributes using either the toolbars or the Text dialog box.

Drawing Primitives
Use the line, pencil, rectangle and ellipse tools to add drawing primitives to
canvas. When you click one of these tools, the editor enters the mode for that
tool until you select another tool. For example, when you click the editor
enters line mode and draws a line with each click and release of the mouse
button.
The drawing primitives are added to canvas using the default selections for line
weight and color, fill patterns, and variety of other graphic properties.
To change the line properties of a specific element such as a straight line or an
arc:
1. Right-click the element and choose Format > Line to open the Line
dialog box (Figure 1-10).

Figure 1-10. Line Dialog Box

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2. Use the controls in the dialog to specify the line thickness, pattern, and
color, as well as special effects such as transparency.
3. Observe the effects of the change in the dialog box Preview window.

4. Click in the lower left corner of the dialog box to view context-
sensitive help for the dialog box.
5. Click Apply to set the properties and keep the dialog box open, or click
OK to set the properties and close the dialog box.
You can also change line properties by selecting the drawing elements and
clicking one of the following pull-down lists in the Formatting toolbar (as
described in the table on page page 24):
• to change the line color
• to specify the line thickness
• to specifying the line pattern (solid line, dashes, dots and so on).
To change the default line attributes:
1. Click in the Standard toolbar to select the pointer tool, and click in
an empty area in the drawing canvas to make sure that no drawing
elements are selected.
2. Do one of the following:
• Use the toolbar buttons to specify the attributes.
• Right-click on the drawing canvas and choose Format > Line from
the pop-menu and use the Line dialog box (Figure 1-10) to set the
attributes.
The changes are applied to all items from this point forward; they are not
applied to existing graphics.
To change the fill properties of a specific element such as an arc or a circle:
1. Right-click the element and choose Format > Fill to open the Fill dialog
box (Figure 1-11).

Figure 1-11. Fill Dialog Box

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2. Use the controls in the dialog to specify the fill color and pattern, and
special effects such as drop shadows and transparency.
3. Observe the effects of the change in the dialog box Preview window.

4. Click in the lower left corner of the dialog box to view context-
sensitive help for the dialog box.
5. Click Apply to set the properties and keep the dialog box open, or click
OK to set the properties and close the dialog box.
You can also change the fill color of an element by clicking in the
Formatting toolbar when the element is selected.
To change the default fill attributes:
1. Click in the Standard toolbar to select the pointer tool, and click in
an empty area in the drawing canvas to make sure that no drawing
elements are selected.
2. Do one of the following:
• Pull down the palette from in the Formatting toolbar to specify
the fill color.
• Right-click on the drawing canvas and choose Format > Fill from the
pop-up menu and use the Fill dialog box (Figure 1-11) to set the
attributes.
The changes are applied to all items from this point forward; they are not
applied to existing graphics.

Drawing Straight Lines

To draw straight lines:
1. Click in the Drawing toolbar to place the editor in line mode.
2. Place the cursor at the desired start of the line, drag it to the desired
endpoint, and release the mouse button.
The line is created when you release the cursor. At any point before
releasing the mouse button, you can swivel the line to change its direction
or backtrack to shorten the line.
Press Shift as you drag the line to draw a vertical, horizontal or diagonal
(45° to the horizontal) line.
Do the following to draw connecting lines:
1. Click at or near the end point of an existing line.
The selected end point is marked with a blue cross-hair to indicate the start
of the new line will snap to that point.
2. Drag the cursor to the end of the second line and release the mouse button.
To draw an enclosed irregular shape, or polygon:
1. Draw successive lines connected end to end, ensuring that the end of the
last line coincides with the beginning of the first line.

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2. Right-click the element and choose Format Line or Format Fill to

modify the image.

Drawing Curved Lines

To draw curved lines:
1. Click in the Drawing toolbar to place the editor in pencil mode.
2. Place the cursor at the desired start of the line, drag it to the desired
endpoint, and release the mouse button.
Press Shift as you drag the line to draw a vertical, horizontal or diagonal
(45° to the horizontal) line.
A straight line is placed between the two points, with a grab handle at the
center of the line and one at each end point (Figure 1-12).

Drag this point to

rotate and reshape
the arc
Figure 1-12. Drawing a Curved Line

3. Drag the middle grab handle away from the line to create a curved line.
When one endpoint is selected, the other end point becomes the center of
rotation and remains fixed for reshaping the arc.
4. Drag the grab handle at either end point to rotate the curve or to change the
distance between the two end points.
To create an enclosed shape:
1. Place the cursor at or near the end point of the arc.
The selected end point is marked with a blue cross-hair to indicate the new
line will snap to that point.
2. Drag the cursor to other end of the arc to enclose the figure.

Rectangle Tool
To insert a rectangle in the drawing:
1. Click in the Drawing toolbar to place the editor in rectangle mode.
2. Place the cursor on the drawing canvas to select a location for one of the
rectangle corners, drag the cursor to the location of the opposite corner,
and release the mouse button.
Press Shift as you drag the cursor to draw a square.

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The rectangle is placed between the two points with eight grab handles
and a rotation handle.
3. Use the grab handles to resize the image and the rotation handle to turn the
clockwise or counterclockwise.
When a square is resized, all sides are increased or decreased to maintain
the aspect ratio.

Drawing Ellipses
To insert an ellipse in the drawing:
1. Click in the Drawing toolbar to place the editor in ellipse mode.
2. Drag the cursor across the area where it is to inserted and release the
cursor to complete the drawing.
Press Shift as you drag the cursor to draw a circle.
The ellipse is placed between the two points and enclosed in a rectangle
with eight grab handles and a rotation handle.
3. Use the grab handles to resize and reshape the image and the rotation
handle to turn the ellipse clockwise or counterclockwise.
Circles can be resized and moved, but not reshaped.

Inserting Images
To insert an image into the drawing:
1. Click in the Standard toolbar to select the pointer cursor.

2. Click in the Drawing toolbar to open the Insert Picture dialog box
(Figure 1-13).

Figure 1-13. Insert Picture Dialog

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The Field of type filter is set for the image formats that are supported by
the editor:

Extension Format
.bmp Bitmap graphics
.dib Device Independent Bitmap
.emz Enhanced Metafile (zipped)
.emf Enhanced Metafile Graphics
.gif Graphical Interchange Format
.jpg Joint Photographic Expert Group
.png Portable Network Graphics
.svg Scalable Vector Graphics
.svgz Scalable Vector Graphics (zipped)
.tif Tagged Image File
.tiff Tagged Image File Format
.wmf Windows Metafile Format

3. Use the dialog box to browse for and select the image.
4. Click Open when the File name field shows the correct file name.
The image is pasted in the drawing in the center of the drawing window.
When the image is selected, it is enclosed in a rectangle with eight grab
handles on its perimeter and a rotation handle above it.
5. Drag the image to position it relative to other drawing elements, and use
the handles surrounding the image to scale, reshape and/or rotate the
image.
The image can be placed inside of or next to other elements and grouped
with them to form a single image and otherwise manipulated using either
the toolbar buttons or the image’s context menu.

Note The image is pasted into the drawing, not inserted by reference. If the
original image is modified, it must be re-imported for the drawing copy to be
updated.

Inserting a Hyperlink
Use the Hyperlink button in the Drawing toolbar to link a drawing element (or
the drawing itself) to a local file or Web page. The linked file or page can then
be accessed from the context menu of the selected drawing element.
To insert a hyperlink:
1. Click in the Standard toolbar to select the pointer cursor, and then
select the drawing element to be linked with the file.
• Click in an unused area of the drawing canvas to link the drawing
itself.

2. Click in the Drawing toolbar to open the Hyperlinks dialog box

(Figure 1-14).

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 1. Common Tools 19

Figure 1-14. Hyperlinks Dialog Box

The dialog box displays the existing hyperlinks. When a link is selected,
its address and name are shown in the upper half of the dialog box. If no
link has been specified, the dialog box displays Hyperlink1 and the
address and description fields are empty.
3. Click New to add a link or select one of the existing links.
4. Click Browse to the right of the first address field, and choose either
Internet Address or Local File.
For an Internet file, the editor opens the workstation’s default internet
browser:
a. Use the browser to navigate to the target site and click the jump point
for the desired page.
b. Leave the browser open and switch back to the editor.
The URL of the Web site is entered into the Address field and the selected
page in the Sub-address field.
For a local file, the editor opens the Link to File dialog box.
• Use the dialog box to browse for and select the file to be linked, and
the click OK.
The full pathname of the local file is displayed in both the Address field
and the Description field.
• If the selected file is a multi-page Visio drawing, click Browse to the
right of Sub-address and specify the starting page.
5. Optionally, use the Description field to the provide an alias for the link in
the drawing.
6. Add other hyperlinks, select and modify existing ones, or select existing
links and click Delete to remove them from the drawing, and then click
OK to close the dialog box.
7. Right-click on the drawing element and choose the link description from
the pop-up menu to test the hyperlink.

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20 1. Common Tools

The file is opened in a separate window using either the default internet
browser or the local file’s native application.

Action Toolbar
The tools in the Action toolbar are used to arrange items selected in the
drawing.
• Choose View > Toolbars > Action from the Standard toolbar if the Action
toolbar is not displayed.

Icon Tool Description

Aligns the selected objects on the horizontal or vertical axis.
• Use the pull-down menu to choose one of the illustrated
alignment schemes.
Distributes the selected objects evenly (equal distance either
between the sides or between the object centers) on the
horizontal or vertical axis.
• Use the pull-down menu to choose one of the illustrated
arrangements.
Flips the selected objects horizontally.

When an Invensys block or strategy appearance object is

selected, clicking the button switches left and right port areas.

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Icon Tool Description

Flips the selected objects vertically.

When an Invensys block or strategy appearance object is

selected, clicking the button inverts the top-to-bottom order of
the title, port and information areas.

Rotates the selected objects 90° clockwise:

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Icon Tool Description

Rotates the selected objects 90° counterclockwise:

Brings the selected objects to the front so that they are not
covered by other objects:

Sends the selected object to the back and behind other objects:

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Icon Tool Description

Groups the selected objects:

Grouped objects behave as a single object.

Un-groups the selected object:

Font Toolbar
Use the Font toolbar to set the default font and type size for text elements, or
for a selected text.
• Choose View > Toolbars > Font from the Standard toolbar if the Font
toolbar is not displayed.

Icon Tool Description

Displays the currently selected font family for comments and

labels. The default is Arial.
• Use the pull-down menu to choose a different font from a
list of those available on the workstation.
When a text object is selected, the change of font is applied
only to the selected object.
Displays the currently selected type size for comments and
labels. The default is 10 points.
• Use the pull-down menu to choose a different point size for
text to be added.
When a text object is selected, the change of type size is applied
only to the selected object.

Formatting Toolbar
Use the buttons and pull-down menus in the Formatting toolbar to change the
display characteristics of the selected text and graphics, or reset default display
properties.

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24 1. Common Tools

The toolbar provides quick access to the more frequently changed attributes
that are set in the Text, Line and Fill dialog boxes.
• Choose View > Toolbars > Formatting from the Standard toolbar if the
Formatting Action toolbar is not displayed.

Icon Tool Description

Changes the selected plain text to bold type. When the selected
text is already bold, the button toggles the bold attribute off.
When no text is selected, the bold attribute is toggled on or off
for the default text style.
Changes the selected text to Italic type. When the selected text
is already Italic, the button toggles the Italic attribute off.
When no text is selected, the Italic attribute is toggled on or off
for the default text style.
Underlines the selected text. When the selected text is already
underlined, the button toggles the underline attribute off. When
no text is selected, the underline attribute is toggled on or off
for the default text style.
Aligns the selected text to the left side of the text box. When
no text is selected, the left alignment is specified for the default
text style.
Aligns the selected text on center. When no text is selected, the
centering is specified for the default text style.
Aligns the selected text to the right side of the text box. When
no text is selected, the right alignment is specified for the
default text style.
Changes the selected text to color displayed in the button.
• Click the arrow to the right to choose a different color
from a pull-down palette. When no text is selected, the
color is specified for the default text style.
See “Specifying Color” on page 25.
Fills the selected object with the color displayed in the button.
• Click the arrow to the right to choose a different color
from a pull-down palette. When no object is selected, the
chosen color becomes the default fill color for rectangles,
ovals and other two dimensional objects.
See “Specifying Color” on page 25.
Changes the selected line to the color displayed in the button.
• Click the arrow to the right to choose a different color
from a pull-down palette. When no object is selected, the
button specifies the default line color.
See “Specifying Color” on page 25.

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 1. Common Tools 25

Icon Tool Description

Provides a pull-down menu for specifying the thickness of the
selected line:

To specify a thickness not included in the menu:

1. Select More Line Weights at the bottom of the menu to
open the Line dialog box (Figure 1-10).
2. Select Custom at the bottom of the Weight pull-down list
and set a thickness in points in the Custom Line Weight
dialog box.
When no object is selected, the button specifies the default line
thickness.
Provides a pull-down menu for specifying the pattern (solid
line, dashes, dots and so on) of the selected line:

To specify a pattern not included in the menu:

1. Select More Line Patterns at the bottom of the menu to
open the Line dialog box (Figure 1-10).
2. Select Custom at the bottom of the Pattern pull-down list
and select one of the illustrated patterns.
When no object is selected, the button specifies the default line
pattern.

Specifying Color
There are two methods for specifying the color of text and drawing elements:
• Make the color selection using a pull-down list in the Text, Line or Fill
dialog box.
• Use the color buttons in the Formatting toolbar:

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26 1. Common Tools

to specify color for text

to specify color for text and lines
to select a fill color for enclosed drawing objects and drop shadows.
Both methods enable selection of standard and custom colors. And both
methods change the default color for the object type when there are no objects
selected in the drawing.

Setting Color from the Formatting Toolbar

To specify a standard color using the Formatting toolbar:
1. Select one or more elements in the drawing, or select an unused space in
the drawing to set a new default color.

2. Click to the right of the color button to pull down a palette of standard
colors (Figure 1-15).

Figure 1-15. Color Palette from a Formatting Toolbar Button

3. Click one of the tiles in the palette to select the color and click Close.

Setting Color in a Dialog Box

To specify a standard color using the Text, Line or Format dialog box:
1. Select one or more elements in the drawing, or select an unused space in
the drawing to set a new default color.
2. Right-click the selection and choose Format > Text, Format > Line or
Format > Fill from the pop-up menu.
Figure 1-16 shows the color selection controls in the Fill dialog box.

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 1. Common Tools 27

Figure 1-16. Selecting a Fill Color

3. Click in the Color field to pull down a palette of available colors.

The selected color is shown in the Preview window.
4. Click Apply to change the color in the drawing but keep the dialog box
open, or click OK to apply the new color and close the dialog box.

Defining a Custom Color

To set a custom color:
1. Click More Colors in the palette pulled down from a toolbar button
(Figure 1-15) or More Colors at the bottom of a dialog box color list
(Figure 1-16) to open the Color dialog box.
The dialog box displays 48 Basic colors in a matrix in the upper half of
the dialog box and the already defined Custom colors below
(Figure 1-17).

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28 1. Common Tools

Figure 1-17. Color Dialog Box

2. Click Define Custom Colors to extend dialog box and display controls
for defining a new color (Figure 1-18).

Move these controls to change

hue, saturation and luminosity

Preview

Click to add
previewed
color to
Custom colors

Figure 1-18. Extended Color Dialog Box

3. Adjust the color in the ColorSolid preview window by doing any of the
following:
• Drag horizontally in the spectrum to change the hue.
• Drag vertically in the spectrum to change the color saturation.
• Drag the slider on the right to increase or decrease the luminosity.
• Enter values in any of the six specification fields.
4. Click Add to Custom Colors when the desired color is shown in the
ColorSolid preview window.
5. Select a Basic or Custom color, and click OK.

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Index
A
Action toolbar 20
alignment 20
alignment buttons in the Formatting toolbar 24
arcs 16

B
bring forward button 22

C
circles 17
color
defining a custom color 27
setting color with the Formatting toolbar buttons 26
specifying color for text and drawings 25
specifying color using a dialog box 26
comment tool 10
cursor symbols 5
custom colors 27

D
distributing drawing elements 20
drawing
circles and ellipses 17
curved lines 16
rectangles 16
straight lines 15
drawing canvas 2
drawing primitives 13
Drawing toolbar 9
drop-and-drag operation 7

E
editor components and layout 1
ellipses 10

F
fill color pull-down 24
Fill dialog box 13
flip horizontally 20
flip vertically 21
Font toolbar 23
Formatting toolbar 23

G
grab handles 5
group 23

H
hyperlinks 18
toolbar button 11

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I
images
Insert Picture button 11
inserting a hyperlink 18
inserting images 17
introduction v
Italic button 24

L
line attribute buttons 24
Line dialog box 13
line tool 10
lines
drawing curved lines 16
drawing straight lines 15
setting color in the Line dialog box 26

M
moving objects 5
multi-selecting drawing elements 7

P
pencil tool 10
pictures
inserting an image 17
pointer cursor 8

R
rectangles 10
resizing objects 5
rotation buttons 21
rotation handles 5

S
selecting drawing elements 7
send back button 22
setting default text attributes 11
setting graphic attributes 13
shapes
drawing a rectangle 16
drawing an ellipse 17
setting color in the Line and Fill dialog boxes 26
Standard toolbar 8
stencil window 3

T
text
adding text to another drawing element 12
aligning text 24
attribute buttons 24
changing default text attributes 12, 14, 15
setting color in the Text dialog box 26
setting the font and size 23
Text dialog box 11
text tools 11
toolbars 4
type size 23

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U
Underline button 24
Undo and Redo buttons 9
ungroup 23

V
View button 8
view scaling 9

Z
zoom 9

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