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How to Insert a Date Field in Visio

Published in Visio Dates 2 mins read

Inserting a date field in Visio, especially one that updates automatically, is straightforward using the Insert Field feature. This method allows you to add dynamic date and time information to your diagrams.

Inserting a Date Field That Updates Automatically

A practical way to include a date in your Visio diagram is to use a field that automatically updates whenever the drawing is saved or printed. This ensures the date displayed is always current.

Step-by-Step Guide

Based on the provided guidance, follow these steps to insert a date field that updates automatically:

  1. Locate or Create Text Area: Identify where you want the date to appear. This could be within a shape's text box, a callout, or the drawing border.
  2. Activate Text Editing: Double-click the text area where you want to insert the date. This puts you in text editing mode.
  3. Open Field Options: Right-click within the active text area.
  4. Select 'Insert Field': From the context menu that appears, click Insert Field. This opens the Field dialog box.
  5. Choose Category: In the Field dialog box, locate the Category list. Click Date/Time.
  6. Select Field Name: In the Field name box, you will see various date and time formats and update types. Choose which update type you want to appear (e.g., current date, create date, print date).
  7. Insert Field: Click OK to insert the selected date field into your text area.

The inserted field will initially display the date based on your selection and will update according to the chosen update type (like on save or print).

Using the Insert Field command provides a reliable way to include dynamic information like the current date directly within your Visio drawings, keeping them accurate over time.

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