I would like to document a process/workflow that we follow for a task. And I think Visio would be better.

But I want the default view of the workflow as a collapsed/summarized view and provide a description upon clicking on a shape. Is there any software that could do that?

Image below for reference

enter image description here


There is no collapsed/expanded view option in Visio.


Yes, there is no such settings. Consider to use another drawing for sub-process to workaround it as "expanded". For example:

  1. Create two pages: Page 1 for main process, and page 2 for sub-process.
  2. Select one shape which you want to expand in Page 1, click Developer tab, in the Shape Design group, click Behavior.
  3. In Behavior window, select Double-click tab, select Go to page: Page 2. enter image description here

  4. Click OK.

Double click the shape in Page 1 to expand details in page 2.

  • Thank you for the suggestion. This might come in hand, some other time. But in this case, I just want it to be expanded when clicked, as this is not a sub-process, it's just a brief description of the step/task for anyone looking at it for the first time. – Gangula Apr 25 '18 at 6:49
  • ok..Unfortunately, there is no "expanded" feature available in Visio app currently. So sad :( Maybe you can submit a feedback in Visio uservoice. – WinniL Apr 25 '18 at 6:51

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