The Toolbar and Using the Tools

As you can see, the toolbar is packed with controls. From buttons to add new layers to a canvas—or an entirely new canvas—to tools for drawing and connecting objects together, the Toolbar has everything you need to get your job done.

On opposing ends of the toolbar you’ll find controls for hiding and showing the left and right sidebars. On the left is the Canvases and Contents sidebar, while on the right is the Inspectors sidebar which also includes the Stencils Library. Above those, you’ll find the standard OS X window controls for Closing, Hiding, and for taking OmniGraffle into Full Screen mode.

At the center of the toolbar along the top, you’ll see a Document Icon which you might assume does nothing other than tell you what type of file this is. But if you hold down the Command key (⌘) and click that icon, you’ll get a contextual menu that shows you where the file is stored on your Mac. This is sometimes handy for when you’re working on duplicated files and you can’t remember where you saved the last revision. Next to that is the filename, and if your OmniGraffle file has more than one Canvas, the filename is appended by a colon (:) followed by the name of the canvas you’re presently working on.

Beneath the Document icon and filename are buttons that let you interact and control the behavior of the objects on the canvas. You can flip objects to the back or bring them to the front, lock them in place (which is really, really handy), and for grouping and ungrouping objects.

But the big tools are coming up next: the Style Well and the Tool Palette.

Selection Tool (Arrow)

Used for selecting objects on the Canvas.

Shape Tool

Used for drawing shapes, such as squares, rectangles, and circles.

Line Tool

Used for drawing lines between objects on the Canvas.

Text Tool

Used for entering text labels to a Line or for adding a random blob of text on the Canvas.

Pen Tool

Used for creating custom shapes.

Expando-Collapso

OmniGraffle 6 includes advanced Expando-Collapso Technology. Okay, it’s really just a button after the Pen tool, but you can use this to collapse the tool palette down to just a core set of tools, or click it—Expando!— to gain access to a bunch more tools. Collapso lets you save precious toolbar space for other buttons, and Expando gives you the whole enchilada.

You can move the Expando-Collapso divider in the Drawing Tools preferences to change which tools are available in the palette’s collapsed state, or get rid of the button entirely.

Diagram

Used to rapidly create new objects on the canvas.

Style Brush

Used for copying the style of an object (including its shape, stroke, text style, and so on) so you can “paint” the style on other objects.

Rubber Stamp

Used for rapidly copying and pasting objects on the Canvas. To select a different object when the Rubber Stamp is in Persistent Tool mode, hold down the Option key and then click another object on the Canvas.

Magnet

Used to relocate the magnets that connect lines to objects.

Zoom Tool

Used to zoom in on the Canvas. When the Zoom Tool is in Persistent Tool mode, hold down the Option key and click on the canvas to zoom out.

Hand

Used to drag the canvas around.

Action Browse Tool

Used to interact with an object if an Action has been set in the Properties inspector.

See The Tool Palette for in-depth coverage on OmniGraffle’s tools.

However, if you double-click on a tool, it becomes the permanently active tool until you switch to another tool. The tool button takes on a dark gray background to indicate that the tool is persistent.

You can change this behavior in the Drawing Tools preferences, so that tools are always (or never) activated persistently.

Similarly, you can press the number keys to activate tools. Each key from 1 to 0 corresponds to a tool in the palette, from left to right. (The only exceptions are the Hand and Action Browse Tool, which don’t have a number assigned; instead, use the Space Bar or b key, respectively.) Pressing a number key twice makes that particular tool persistent.

You can configure each tool’s Hot Key in the Drawing Tools preferences.

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 Make Table or Start Presentation buttons to the toolbar if you’ve purchased OmniGraffle 6 Professional.

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. When you’ve finished making changes to the toolbar, click Done.

The very top item in the menu, Current Style, is the last style you set. Other sections you may see include:

• Canvas Styles, which is dependent upon the tool you have selected in the Tool Palette, shows related styles for that object type for everything on the canvas. For example, if you have selected the Line tool in the Tool Palette, the Canvas Styles section shows you the different styles for all of the lines you’ve drawn on your canvas.

  To use one of the Canvas Styles — First select one of the tools in the Tool Palette, and then click the Style Well and choose one of the available styles in the Canvas Styles section. The style you have selected now becomes the default style for that drawing tool.

• Favorite Styles, available with the upgrade to OmniGraffle Pro, is your personalized list of styles you intend to reuse from one project to another.

  To create a Favorite Style, Control-click an object on the canvas and choose Add to Favorite Shape Styles from the contextual menu. To remove a style from the Favorite Styles list, select any object on the canvas, click on the Style Well icon in the toolbar, and then Control-click on the style you would like to remove and select Remove from Favorites from the contextual menu.

When you select an object on the Canvas, the inspector sidebar switches over to the Object inspector automatically. From there, you can use the inspectors to change anything about the selected object.

To select several objects at once, click in an empty area of the canvas and drag a box around the objects. If you hold Option, only objects entirely inside the rectangle are selected. You can also Command- or Shift-click an object to add it to or remove it from the selection.

To select a member of a group, table, or subgraph, click once to select the group as a whole, then click again to select the member. The rest of the canvas dims to show that you are in group editing mode. Click anywhere outside the group to leave group editing mode.

If you’re using a Mac with a touch-sensitive trackpad, you can use the rotate gesture with two fingers to rotate the selected objects (be sure that Multi-Touch gestures are enabled in OmniGraffle ▸ Preferences ▸ General ▸ Multi-Touch).

To move the selected object very precisely, press the Arrow keys. Hold Option or Shift to move by larger steps.

With Smart Guides enabled (Arrange ▸ Guides ▸ Smart Alignment Guides and Smart Distance Guides), you can line up objects and space them on the Canvas precisely. Hold Command after you start dragging to temporarily enable or disable Smart Guides.

To drag a copy of an object instead of the object itself, hold Option as you drag.

To change the shape’s size, use the Selection tool to click and drag one of the resize controls. As you click and drag on one of the handles, you’ll notice that the object is anchored by the opposing handle, and the object resizes in the direction you are moving the mouse.

The following keys provide additional functionality when interacting with the resizing handles:

• Hold Shift while resizing to maintain the aspect ratio of the original object.
• Hold Option to resize an object with its center point being anchored.
• Hold Shift-Option while resizing to maintain the aspect ratio and resize the object based on its center point.
• Hold Command, and the resize control changes to a rotate control so you can rotate the object.

If you have objects of different sizes on the canvas, but would like them to be the same size, first select the object that has the dimensions you’d like the others to emulate, choose Arrange ▸ Size and then choose one of the resizing options.

If you select a table, the edge handles look like little grids. You can drag them to change the number of rows or columns in the table. Drag the corner handles to resize the table normally.

Any line (created with the Line tool) has two points: a red one at its source and a green one at its destination. A line may also pass through any number of blue midpoints. Drag one of the points to move it; by dragging the source or destination point you can make the line connect to or disconnect from other objects.

Custom shapes (created with the Pen tool) and Bézier-type lines have control points at each vertex. Click a control point to select it; if a control point is hiding behind a selection handle, Option-Command-click to select it, or just select a different control point first to make the handles go away. If a control point has Bézier handles, they appear when you select the point:

• Drag either of the two handles to adjust both, or Option-drag to adjust them one at a time.
• Shift-drag to constrain the handle’s angle to 45-degree increments.
• Command-drag a point to give it handles.
• If you drag a handle close enough to the point itself, the handle disappears entirely.

The default way to add points to an existing line is to double-click the line, but this can be changed in the General preferences (OmniGraffle ▸ Preferences ▸ General).

To add a point to a custom shape, double-click somewhere along the shape’s stroke.

To delete a point from a line or a custom shape, select it and then either press the Delete key or select Edit ▸ Delete from the menu bar.

To create a shape:

• Drag across the canvas until you get the size you want.
• Hold Shift while dragging to make a shape of equal width and height (a perfect square, a perfect circle, and so on).

Once you have created a shape, you can select it and change its attributes with the Object, Type, and Properties inspectors.

To create a new line:

• Click where you would like the source of the line; this can be an object (to which the line will stay attached) or an empty spot on the canvas (so the beginning of the line remains unattached).
• Click as many empty spots on the canvas as you like to give the line midpoints.
• End the line at an object by clicking the object (to which the line will stay attached), or end the line at an empty spot on the canvas by double-clicking there; this can be changed in the Drawing Tools preferences (OmniGraffle ▸ Preferences ▸ Drawing Tools ▸ Line Editing).

Hold Shift while drawing a line to constrain the next point to angles at 45-degree increments from the previous point. Hold Option while drawing a line to prevent it from connecting to objects.

When two objects are connected by a line, the object at the source is considered the parent of the object at the destination. This defines the objects’ relationship in the outline view and when you use automatic layout.

Lines can have line labels attached to them. Click a line with the Text tool to create a new text label. Or, drag an existing blob of text to the line until the line is highlighted, then drop it to attach it as a label.

Click a shape to start editing its text. While you are in text editing mode, the top ruler becomes a text ruler, and you can use standard OS X text editing commands (for example, you can use the arrow keys to move the insertion point around).

Click or drag in an empty area of the canvas to create a new shape with settings particularly suited to containing text. A single click creates an object that expands horizontally to fit the text you enter; a drag creates an object of a specific width. Remember that the objects you create in this way are not fundamentally different from other shapes; they just start with certain settings in the Text inspector which make them convenient for containing text.

Click a connection line to add a new label to it. This label is just like the object created when you click an empty area of the canvas, except it is attached as a line label.

Text inside objects can be found by OS X’s Spotlight search feature, in case you need to find your OmniGraffle diagrams that contain certain words.

To start a new shape, click anywhere on the canvas. Each subsequent click adds a new point to the shape, until you double-click or press Return to make the final point. At any step along the way, instead of just clicking, click and drag to create a point with Bézier handles. While creating a shape, you can press Delete to remove the last point you added.

Bézier handles can define any shape, once you get the hang of them. Each point can have a handle facing the next point, and a handle facing the previous point. The line between two points is defined by the first point’s forward-facing handle and the second point’s backward-facing handle. With no handles at all, you get a perfectly straight line. With handles, the line between them is a curve that tries to compromise between the handles’ length and direction. This is truly one of those things that makes a ton more sense once you try it for yourself, so please do.

Once you have created a shape, you can select it with the Selection tool and edit its points, adjust existing handles, add handles to points without them, or change the shape’s attributes with the Object, Type, and Properties inspectors.

With nothing selected, click any empty spot on the Canvas to create a new generic shape there and select it. Once you have a shape selected, try some of these combinations:

• Click any empty spot on the canvas to create a new shape connected to the original one.
• Hold Option to create a sibling (connected to the same parent as the selected shape) instead.
• Hold Shift to add an aunt (essentially reversing the connection line of the new object).
• Hold Command to create a completely disconnected shape.

If you already have an object on the Canvas, first select it with the Selection Tool so that you can use it as a starting point for creating more connected shapes, and then switch to the Diagram Tool by pressing and holding the d key.

Once you get the hang of the modifier keys, you can create really complex diagrams with just a few clicks.

The tool’s popup menu contains a list of styles that can be absorbed; select whichever ones you like, and the brush will only absorb or apply those styles. For example, if you only select Fill, you can apply a certain fill style to objects without affecting any of their other styles.

To reset the contents of the brush, select Clear Contents from the Brush tool’s popup menu; you can then absorb a new style. You can also Option-click a different object to replace the brush’s contents.

If you hold the Shift key down, the Rubber Stamp tool will align the soon-to-be-pasted object along the centerline (either horizontally or vertically) of the original or previously pasted copy.

To reset the contents of the stamp, select Clear Contents from the tool’s popup menu; you can then grab a new object. You can also Option-click a different object to replace the stamp’s contents.

Magnets are special spots on a shape that attract connection lines. If there are no magnets on a shape, all lines connect to the shape’s center by default. If there is at least one magnet, each connected line is attracted to the nearest one. You can also connect lines directly to magnets, to make sure they stay connected to the same magnet regardless of how the shape is moved.

You can view the magnet presets in the Connections inspector (Command–3). However, if you want to place magnets in very specific places on a shape, click the Magnet Tool and then click anywhere on the object.

To change a magnet’s position on the object, click and drag an existing magnet to another location. If an object has more than one magnet, Smart Guides will appear so you can align the magnets as well. To delete a magnet, Shift- or Option-click on a magnet.

• Click and drag a box across the canvas to specify the rectangle you would like to zoom to; the shading shows the area that will be visible in the window when you release the mouse button.

• If you Option-drag, the rectangle is centered on the spot where you start dragging. This is particularly useful for when you need to focus on a single element on the canvas.

• While dragging, press and hold Shift to move the zoom selection area around instead of resizing it.

• Shift-click the zoom tool in the tool palette to return to 100 percent zoom, or actual size.

You can always zoom to a specific percentage with the zoom menu in the lower-right of the Bottom Bar, just beneath the Canvas.

If your Mac has a Multi-Touch–capable trackpad, you can use it to change the zoom level using the pinch gesture. To enable Multi-Touch, go to OmniGraffle ▸ Preferences ▸ General ▸ Multi-Touch and turn on Enable Multi-Touch trackpad gestures. Now you can pinch open to zoom in, or pinch close to zoom out. Multi-Touch zoom makes it much easier for you to zoom-in and -out on the objects on the Canvas.

You’ll mostly use the Hand tool when you’re zoomed in on the canvas and want to move to a different location. For this, use the Hand tool’s quick access key, the Space Bar, to switch the mouse pointer to a hand, and then click and drag to move the canvas around.

As you drag, you’ll notice that the open hand changes to a clutched fist to indicate that you’re grabbing onto the Canvas.