Everyone has a different style of working, and for that, OmniGraffle offers many ways that you can customize and configure the way you use the app. This chapter covers how to:
Part FAQ, part tutorial, this chapter provides you with the assistance you need to customize your OmniGraffle user experience.
One of the most frequent questions our Support Humans receive is “How do I change the default template in OmniGraffle?”, so let’s get this one out of the way first.
The first way to change OmniGraffle’s default template is in the General Preferences pane (OmniGraffle ▸ Preferences ▸ General):
The next time you create a New Document, OmniGraffle will use your choice of template as the default.
The next way to set a default template in OmniGraffle is with the Resource Browser. To open the Resource Browser, choose File ▸ Resource Browser (Shift-Command-N):
To learn how to create a new template based on your own needs, see Creating a New Template, later in this guide.
If you ever need to switch OmniGraffle back to using the default Blank template, go to OmniGraffle ▸ Preferences ▸ General, and then click the Reset button in the General preference pane.
If you ever need to add a new stencil or template file to OmniGraffle, the easiest way to do this is with the Resource Browser:
OmniGraffle opens a window that you can use to find, select, and add OmniGraffle Stencil and Template files to make them available in OmniGraffle 7. Use the window’s Search field to search for stencil and template file extensions (.gstencil and .gtemplate, respectively).
Command-click the files you would like to import, and then click Open.
See Importing Microsoft Visio Files for information on how to open and export Microsoft Visio files with OmniGraffle Pro.
The most common way to configure any Mac app is by changing some of the default preferences. To open OmniGraffle’s preferences window, choose OmniGraffle ▸ Preferences, or use the standard Command-, keyboard shortcut.
Two features that all of the OmniGraffle preference panes offer are the ability to Reset () any changes you’ve made to their default state, and quick access to Help () documentation for that pane.
The following sections closely examine all of the preferences you’ll find in OmniGraffle.
The General preferences give you control over basic OmniGraffle settings, such as what OmniGraffle does at startup, whether new documents open with a blank canvas or you’re taken to the template chooser, and things like text editing and selection behaviors. You can also turn on Multi-Touch for trackpad support, and opt for OmniGraffle to only show you the inspectors you need when you’re working on the canvas.
Options include:
By default, OmniGraffle’s Stencil Browser is available in the right sidebar. However, you can use the Stencil Browser pop-up menu to change the default location to one of the following:
The Drawing Tools preferences provide you with a way to organize the tools you see in OmniGraffle’s toolbar. You can also define how you interact with the tools, and set the behaviors for line creation and editing.
Clicking the Customize Keyboard Shortcuts button opens the Keyboard Shortcuts window, which you can use to set, change, or remove any keyboard shortcut in OmniGraffle. Each menu item is represented in the Keyboard Shortcuts window, allowing you to set shortcuts for submenu and sub-submenu items as well.
You can change which tools are available on the left side of the Tool Palette by moving the dividing bar or dragging the tools into a different position.
For example, if you mostly use the Selection, Shape, Pen, and Point Editor tools, you can could set up your toolbar as follows:
Which results in the Tool Palette appearing as follows when collapsed:
The Canvas preferences pertain to how you work with things on the Canvas.
Decide how you would like the Return and Tab keys to behave when you are editing the label of an object or line, or when working with text blocks on the canvas:
Whichever way you choose, you can hold Option while pressing Return or Tab to do the reverse instead.
These three options further define the behavior of selected objects:
If you are using a laptop or touch-sensitive trackpad, you can enable Multi-Touch trackpad gestures. For example, you can use the two-finger touch gesture to zoom in or out on the Canvas, or to rotate a selected object.
OmniGraffle can also provide Haptic Feedback through the trackpad (on supported devices) for things such as guides, object rotation, and whenever you use a stepper control in one of the inspectors.
The Appearance preference panel allows you to change the default colors used for Ruler Guides, Smart Guides, and Bézier control handles.
You can also change the colors of Ruler Guides in the Sidebar (Option-Command-3). For more information on Ruler Guides, see The Guides Tab in Managing Canvases, Layers, and Objects in the Sidebar.
For those times when you need to make a presentation, say to show off the new user interface for an app you’re developing or when you’re showing a client how you plan to redesign their home, OmniGraffle Pro offers Presentation mode. Available by choosing View ▸ Start Presentation, OmniGraffle takes over your entire screen so you can easily show off your work to everyone in the room.
Use the Presentation preferences to configure your settings for making presentations.
To learn more about using OmniGraffle’s Presentation Mode, see Using OmniGraffle in Presentation Mode (PRO) later in this guide.
If you’ve purchased your copy of OmniGraffle 7 from The Omni Group’s website, OmniGraffle can automatically use your Internet connection to check for updated releases.
The Update Preferences panel doesn’t exist if you have purchased OmniGraffle 7 from the Mac App Store. When a new version of OmniGraffle is available, the Mac App Store will alert you to download and install that on your Mac.
If Check for updates is turned on, you will be automatically notified when there is a new version of OmniGraffle ready for you to download and enjoy. Click Check for Updates Now to look for the newest version manually; you can also choose OmniGraffle ▸ Check for Updates from the menu bar. This is particularly helpful if you have Check for updates set to check Monthly and you’ve recently heard that a new update is available.
Additionally, you can opt in to Include system information when OmniGraffle checks for updates. This sends basic information about your system to us, which we only use to better support various systems with future releases of OmniGraffle. And, as the Update preferences pane says: “This information is kept entirely anonymous,” which means that the information we receive about your system stays with us and is only used by us as we work on future updates of OmniGraffle.
The Keyboard Shortcuts window is divided into two sections: Tools and Menus:
You can hide and show each section by clicking to the right of those sections (the Hide button text appears on mouseover). You can also expand and collapse the menu subsections by clicking the disclosure triangles ( ) along the left.
Keyboard shortcuts for Tools can either be a single letter or number without the use of special key combinations, such as the Control, Option, Shift, or Command keys. This makes it really easy for you to access and use the Tool you need with just a single key press.
With keyboard access to OmniGraffle’s tools, a single press of the keyboard shortcut (for example, pressing the s key for the Shape tool) activates the tool.
To make the tool active, you can either press and hold the tool’s shortcut key, or press the key a second time to make it sticky.
Use the Search field to search for a Tool or Menu option. This makes it easy for you to see how the assigned keyboard shortcuts relate to each other, and to reassign or set keys, if desired.
Changing a keyboard shortcut is easy; simply click the field to the right of a Tool or Menu item and enter a new shortcut. The changes are automatically available for use, without requiring you to quit and restart OmniGraffle.
If you enter a shortcut that is used by another Tool or Menu item, the Keyboard Shortcuts window displays a warning symbol within both shortcut fields, and the normally-grayed out warning button at the top of the window becomes available. This makes it easy for you to identify, and correct, the conflict.
Pressing the Warning button at the top of the Keyboard Shortcuts window focuses on the conflicting items, and a revert arrow is placed to the right of the item that’s causing the conflict. Clicking changes that particular item back to its default keyboard shortcut, or no shortcut if none was previously assigned.
To remove a keyboard shortcut for an item, click the field to the right of a Tool or Menu item and press the Delete key. This removes the keyboard shortcut for that item, which can be useful if the revert arrow sets the key binding to a conflicting value.
The moment you make a change to the Default keyboard set, the name of the current keyboard set used in the drop-down menu becomes editable. By default, OmniGraffle places your user account name in the field, but you can change this to whatever you’d like; for example, Design Set or Diagramming.
If you later decide that you want to change the name of a keyboard set, do the following:
Click next to the drop-down menu and choose the Rename option from the menu:
The name of the keyboard set in the drop-down menu becomes editable. Enter a new name, and press Return to apply the new name.
Because we know designers have many tools in their toolbox, OmniGraffle 7 also ships with keyboard shortcut sets based on Adobe Illustrator® and Sketch. If you use one of those apps alongside OmniGraffle, you can use the drop-down menu at the top of the Keyboard Shortcuts window to choose the set that most closely matches your workflow in other applications.
To revert the shortcuts back to OmniGraffle’s default set, choose OmniGraffle ▸ Keyboard Shortcuts and then select Default in the drop-down menu.
After changing some keys and setting the name for your new keyboard set, you can export your keyboard set by clicking and choosing Export Shortcuts. When you export a keyboard set, OmniGraffle uses the name of the set by default, paired with a .graffle-shortcuts file extension.
You can change the first part—the filename—but do not change the file extension. OmniGraffle expects the .graffle-shortcuts file extension on keyboard sets you import.
Similarly, you can also import a keyboard set, using one of the following methods:
Along the top of OmniGraffle’s window is the Toolbar, packed with buttons that can be customized to suit the needs of your workflow and most common interactions.
Like most Toolbars, OmniGraffle’s comes with a default set of buttons, based on what we believe are common things you’d want to do. However, you can customize the toolbar by adding additional buttons or rearranging their order, to suit your needs.
To customize the toolbar, choose View ▸ Customize Toolbar or Control-click on the toolbar and select Customize Toolbar. When you do, a sheet slides down from under the toolbar, revealing a slew of function-related buttons that you can drag up to the toolbar. For example, you could add the New Artboard Layer or Start Presentation buttons to the toolbar if you’ve purchased OmniGraffle 7 Pro.
If you don’t like the changes you’ve made, or if you ever want to reset the toolbar to it’s default state, all you need to do is drag the bottom row up to the toolbar.
Click Done when you’ve finished making changes to the toolbar.