erwin Evolve 2024.0.0 - User Guide

Working with Accordions

Working with Accordions

This page describes how to create an Accordion within one of your Evolve Site.

Accordions are used on Index Pages to display a list of objects, and then for each object a set of related information, such as the object's properties, its associations, which diagrams it appears on, and so on.

Accordions are usually configured to contain other layouts and behaviors inside them, which are exposed when the user expands the node.

You can also nest Accordions inside other Accordions, typically for listing Associated Objects.

What do you want to do?

Display a top-level Accordion in an Index Page

To display a top-level Accordion in an Index Page:

1.Expand the node for the Index Page you want to add an Accordion to

2.Expand the Object Type node with the name of the Object Type, for example 'Process'

You should have a node representing the default layout 'Layout List (Simple)'. If not, right-click the layout node and select Switch Layout > CW > List (Simple)

3.Right-click the node 'Layout List (Simple)' and select Add Behaviors > Navigation > Accordion

A new sub-node is created under the layout node, titled 'Accordion'

4.Specify the settings for the Accordion

oRemove accordion header if empty is only relevant if you are displaying another Accordion, nested inside this one, so this setting can be ignored if you only have one level.

If you do plan to have another Accordion nested inside this one, such as to list some Associated Objects, you can switch off this check-box to specify that you want the top-level Accordion item to be omitted from the displayed list if it does not have any Associated Objects.

oUse Collapse by default to specify whether the Accordion is presented in a collapsed or expanded state when viewed.

5.Save your Site.

The changes are saved.

Display data inside an Accordion

Once you have an Accordion, you need to specify what you want to be displayed inside it when a user expands the node for each object.

You do this by adding one or more Property Groups to the parent node for the Accordion - this is usually the Object Type node for a top-level Accordion, or the Association Type node if the Accordion is nested.

The instructions below detail how to add a generic Property Group.

1.Right-click the parent node for the Accordion and select New Property Group> Empty Group

The Property Group node is added.

2.In the Property Group's properties, choose the Layout you want and use the Selected Properties area to choose which properties to display

3.Save your Site

The changes are saved.

Display an Accordion nested inside another Accordion

To display an Accordion nested inside another Accordion:

1.Expand the node for the Index Page you want to add a nested Accordion to

2.Expand the Object Type node with the name of the Object Type, for example 'Process'

You should have a node representing the default layout 'Layout List (Simple)', under which you should find the top-level Accordion.

3.Right-click the Object Type node and select New Association > [Object Type] > [Association Type] to create an Association node

If you already have a node representing the Association Type you want to use with your nested Accordion, skip this step

4.Expand the Association node

5.Right-click the Layout List (Simple) node and choose Add Behaviors > Navigation > Accordion

The new Accordion node is created.

6.Specify the settings for the Accordion

oIgnore Remove accordion header if empty as it cannot be used at this level.

oUse Collapse by default to specify whether the accordion is presented in a collapsed or expanded state when viewed.

7.Save your Site.

The changes are saved.

Working with Tables (Simple)

Working with Tables (Simple)

A Table (Simple) layout displays data in a simple tabular format. You can choose which columns you want to be displayed, representing properties of the objects, or Associated Objects, and you can link to the Object Page for the objects it shows.

However, unlike the Table (Complex) behavior, you cannot edit content in a Simple Table.

Why and how should you use one?

Use a Simple Table when you want to show more details for lists of objects than the other behaviors allow, but you are not interested in sorting the columns or editing the displayed data.

Where and when can you use one?

Use the table below to see where you can use a Simple Table:

What do you want to do?

Insert a Table (Simple) into your Index or Object Page

To insert a Simple Table into your page:

1.Select the parent node - Object Type node for Index Pages, Association Type node for Object Pages

2.Switch the Layout node beneath the parent node to Table (Simple)

To do this: Right-click the Layout node and choose Switch Layout > CW > Table (Simple)

3.Right-click the parent node and choose to add a New Property Group > Empty Group or From CM Panel.

This node is the parent node of the 'Layout Table (Simple)' node. For full details on Property Groups, see Working with Property Groups.

4.Select the Property Group and use the Selected Properties area to choose all the properties you want to be represented as columns in the Table

Add as many Property Groups as you want if you want complete control over the ordering of your columns.

5.Save and Publish your Site.

Show Associated Objects in a Simple Table

You can configure your Table to include one or more columns displaying Associated Objects.

To add a column showing Associated Objects:

1.Right-click the parent node - Object Type node for Index Pages, Association Type node for Object Pages - and select
New Association > [Object Type] > [Association Type] to create an Association node

A new node representing the Association Type is created at the bottom of the list.

2.Save and Publish your Site.

The Associated Objects column is displayed as the last column in your table.

Working with Tables (Complex)

Working with Tables (Complex)

A Table (Complex) behavior displays data in a gird format. It has columns that can be sorted or filtered, and optionally you can specify that users can edit the data presented in the Table, either inline, directly in the cells, or by using a pop-up window.

You can use Tables on Index Pages and Object Pages to display properties of Objects and Associated Objects, and on Object Pages only, you
can also show properties of Intersection Objects.

Editing content in a Table

When you edit data in a Table you can edit the object's properties and associations (if you have associations displayed).
You can choose whether to edit data inline or using a pop-up dialog. You must use a pop-up if you want to edit associations.

You can also allow users to create new objects on a Table page, by using the Add Object setting.

Why and how should you use one?

Use a Table when you want to show more details for lists of objects than the other behaviors allow - and if you want users to be able to edit the data.

Where and when can you use one?

Use the table below to see where you can use a Table:

What do you want to do?

Insert a Table (Complex) into your Index or Object Page

To insert a Table into your page:

1.Select the parent node - Object Type node for Index Pages, Association Type node for Object Pages - and use the Filter Properties area to apply any filtering

2.Switch the Layout node beneath the parent node to Empty

To do this: Right-click the Layout node and choose Switch Layout > CW > Empty

3.Right-click the Layout node and choose Add Behaviours > Tables > Table (Complex)

A new node is added below the Layout node, titled 'Table (Complex)'

4.Select the new Table (Complex) node

The Table's settings are displayed

5.Edit the Table's settings:

oUse Add Object to place an Add Object button on the page so users can create new objects

oUse Edit Mode to specify if you want the objects listed to be editable, and whether you prefer inline editing in the Table or to use a pop-up window

Leave Edit Mode unset if you do not want to allow editing.

oUse Intersection Object Grid if you want to be able to display the value of an Intersection Object

See Display data from an Intersection Object in a Table (below) for further details.

6.Right-click the parent node and choose to add a New Property Group > Empty Group or From CM Panel

This node is the parent node of the 'Layout Empty' node referenced in step 3. For full details on Property Groups, see Working with Property Groups.

7.Select the Property Group and use the Selected Properties area to choose all the properties you want to be represented as columns in the Table

Leave the Layout setting as 'table'.

8.Save your Site.

The changes are saved.

Include a Table column showing Associated Objects

You can configure your Table to include one or more columns displaying Associated Objects.

When you display Associated Objects in a Table, they can only be displayed as a simple List, showing just the Name of the Associated Object.

To add a column showing Associated Objects:

1.Right-click the parent node - Object Type node for Index Pages, Association Type node for Object Pages - and select
New Association > [Object Type] > [Association Type] to create an Association node

A new node representing the Association Type is created at the bottom of the list. By default it is given a List (Simple) layout - which is the only layout you can use.

2.If your Table is editable, or you plan to make it editable, you must choose which properties of the Associated Objects to display on the pop-up edit dialog by adding a Property Group to the Association node and selecting the properties to display, as nothing is displayed by default:

i.Right-click on the Association node and choose New Property Group >Empty Group or From CM Panel > [Pane Name]

ii.Use the Selected Properties area to choose which properties to display in the edit dialog

For full details on Property Groups, see Working with Property Groups.

3.Save your Site.

The changes are saved.

Display data from an Intersection Object in a Table

You can configure a Table, based on an Association Type, to display data from an Intersection Object.

A Table configured in this way will only show the Name of the Associated Object and then any properties of the Intersection Object you choose.

To do this:

1.Follow the instructions above to create a Table for your Index or Object Page, basing it on an Association Type node

Your tree should look like this: Association Type node > Layout Empty > Table (Complex)

You do not need to add a Property Group to control which properties of the Associated Objects are displayed, as Name is displayed by default.

2.Right-click the Association Type node and choose New Intersection Object

A new node is added for the Intersection Object, and it is given a List (Simple) layout by default

3.Right-click the Association Type node and choose New Property Group >Empty Group or From CM Panel > [Pane Name]

4.Use the Selected Properties area to choose which Property Types are shown in the Table

Each property you select is shown in a separate column in the Table.

5.Save your Site.

Your Table is configured. When the page is viewed, you should see a Table showing the Name of Associated Objects in the first column, followed by the
properties of the Intersection Objects in the following columns.

Working with a Simple Matrix

Working with a Simple Matrix

A Simple Matrix can only be used on an Object Page, where one object is therefore the focus.

It creates a table which shows Associated Objects for the object in question as column headings, and then within the cells shows other objects that are also associated to those Associated Objects.

For example, if your Object Page was focused on a Process, you could use the Simple Matrix to show which Risk objects your Process is associated to, and then beneath each Risk also show which other Processes are also associated to those Risks.

To display a Simple Matrix in your Object Page:

1.Right-click the Tab you want to add the Simple Matrix to, and choose New Association > [object-type] > [association-type]

This is to choose the Association Type you want to use to populate the column headings

An Association Type node is added.

2.Expand the Association Type node and switch the Layout to Empty.

To do this: Right-click the Layout and choose Switch Layout > CW > Empty

3.Right-click the Layout Empty node and choose Add Behaviors > Matrix > Matrix (Simple)

4.Right-click the Association Type node created at step 1 and choose New Association > [object-type] > [association-type]

This is to choose the Association Type you want to use to find out which other objects are associated to each Associated Object returned by the parent node.

An Association Type node is added.

5.Save your Site.