Visio 2013 with Tridion 2013 Workflow, File Block Settings

June 11th, 2013 | Posted by Robert Curlette in Tridion Workflow

Tridion 2013 works with both Visio 2010 and 2013, and removes support for older versions of Visio.  Today I tried to create a new Workflow using Visio 2013 and I would like to share an important tip that might save you some time.

The Tridion Visio Stencils are located in the ‘ADD-INS’ menu item.

However, attempting to create a new Workflow will be unsuccessful in your default Visio / Tridion workflow install.  You will see the following error message:

Visio blocks these ADD-INS for our own security (was there ever a problem with rampant Visio plugins??)

Solution:

1.  Go to File, Options
2.  Trust Center Settings


3.  File Block Settings 

4. UnCheck all checkboxes.  Yes, Uncheck them.   I know it seems unintuitive, but we are in the ‘Block’ settings and we do not want Visio to block us from opening or saving these item types.

5.  Select OK and then go back to your new Visio Workflow diagram.  It should allow you to create a new Workflow diagram now.

The icons all look almost the same, and the tooltips don’t give us any hints.  For me this was a struggle to figure out which save button to press.  Hopefully this will be fixed in a future SP.

You can follow any responses to this entry through the RSS 2.0 You can leave a response, or trackback.

2 Responses

  • kl says:

    Robert, thanks for the article. Updating the Trust Center Settings did the trick. Thanks!

  • Steve Sobol says:

    Robert, thank you for this. But I’m finding another problem. When I save from Visio 2013 to the Tridion 2013 CME I’m fine. But I can’t re-open the workflow diagram later. Visio says it can’t parse the XML, and I found out why – if you look at the cached copies of the diagrams in %APPDATA%\Roaming\Tridion\Workflow Designer\Temporary Files, they are saved with a .VDX file extension but are binary files. Renaming them to .VSD works. I suspect this has something to do with the fact that starting with 2013, Visio no longer supports the .VDX format, preferring the new .VSDX format instead. Any thoughts? Thanks.



Leave a Reply

Your email address will not be published. Required fields are marked *