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erwin Evolve 2020.1.1 - User Guide

erwin_Evolve_User_Guide
erwin_Evolve_User_Guide
Getting Started Creating Sites and Pages Data Layout Options Filtering Data Property Groups Data Visualizations Displaying Diagrams Using Web Modeler Automatic Diagrams (Diagram Designer) Navigating your Site Workflow Explained Social Interaction Features Questionnaires Reference Configuration and Administration Customizing Your Site Troubleshooting Upgrading

Property Group Layouts

Property Group Layouts

When you use Property Groups to display object properties within your Site Pages, you must choose a Layout to apply to the group.

The layout controls how the properties are displayed, but some layouts are only to be used with certain types of property.

The table below details each layout and in which case it should be used:

Layout

Description

Used for

table

This is the default layout which can be used with any type of property. Properties are displayed in a tabbed format with property name > property value.

Any type of property, except multi-line text fields.

FlatList

The FlatList layout is especially useful on Diagram Popouts as it can be used to combine multiple properties, including multi-line texts, in one simple 'flat' layout.

Any type of property - especially on Diagram Popouts

memotext

This layout is especially for multi-line text properties, such as 'Description'. It is better at presenting potentially longer pieces of text than the standard table.

The use of Enhanced Multi-line Text Control will enable the use of rich text formatting for HTML content.

Multi-line text fields with plain text content.

htmlbox

This layout is has been deprecated in version 3.0 and replaced with the Memotext Layout (above).

n/a

helptext

This layout allows users to proceed without selecting any properties. The Property Group Name can then be used to display help text

Displaying help text

gauge

The gauge layout displays a visual gauge on a scale of 0 to 100. The pointer represents the value of the property. This type of layout is especially useful for displaying percentages in a visual way.

Number fields where the value is between 0 and 100. Text fields which include just a number will also work.

embedURL

The embedURL layout creates a frame within your page that can open and display the target of a URL property - as long as it is properly formatted and starts with 'http://'. Therefore, if you have a URL property which contains a link to your corporate website, you can display the web site within the frame in your object page.

If you want to use this layout in your Property Group, you can only use the group to reference one property.

Note: In order for URLs to work in this way, the URL property on your object must be on its own Pane. See the CW Suite help for positioning Property Types on Panes.

Note 2: You cannot edit the URL Property using the embedURL layout. To make a URL property editable in Evolve you must expose the property on another part of the Object Page.

[Note 3:] If you reference a PDF document, ensure that if your users are accessing your Site using Internet Explorer that they have a PDF reader plugin installed.

URL property types only.

image

The image layout is used to display properties that are image files, and result in the image being displayed in the web page. Images are not commonly used as properties.

Image property types only.

imageFromURL

The imageFromURL layout is used to display an image for an object which uses a Single-Line Text or URL Property Type to store an HTTP reference to an image file.

If you want to use the imageFromURL layout in your Property Group, you can only use it to reference one property.

URL or Single-Line Text properties used to store HTTP references to an image file.

radar

The radar layout is used to create a chart that displays three or more Object properties on different axes which start from the same central point.

Number fields

 

Property Group Name

The property group name is displayed in the title bar of the property group. In the case of options such as 'embeddedURL' or 'imagefromURL' the default title is the full URL.

Since Evolve 2016.1.1 the ability to use a 'Custom Display String' means it is now possible to use any text, or property variables in this display.

For example: The default use of an embeddedURL may look like this:

 

However the URL is seldom a useful attribute. So using the 'Custom Display String' to display some simple text, and optionally a variable (e.g. Name), it is possible to adjust the configuration like this:

 

Data Visualizations

Data Visualizations

Visualizing Data in Evolve

Visualizing Data in Evolve

There are a number of ways you can use Evolve to visualize the data in your model.

Use Diagram Designer visualizations

Use dedicated behaviors like Pie Charts, Bubble Charts, Bar Charts, Roadmaps, Cost-Benefit Charts and Vector Maps

Use Visual Indicators

These features each offer different ways of allowing you to present your data in a visual way, from giving high-level dashboard views, to exposing the details behind individual objects.


 

Working with Pie Charts based on Lookup Values

Working with Pie Charts based on Lookup Values

Pie Chart based on Lookup Values gives you a percentage view of the number of objects of a specified Object Type that are set to the different values for a specified Lookup (drop-down) property, such as Category.

It creates the same pie chart as the one displayed on the optional Overview Chart created by the Tabs based on Lookup Values behavior.

To create an Index Page using Pie Chart based on Lookup Values:

          1. Create a new Index Page

          2. Right-click the Layout node and choose Switch Layout > CW > Empty

          3. On the Object Type node, ensure you select 'Category' in the Selected Properties area

          4. Right-click the Layout Empty node and choose Add Behaviors > Pie Charts > Pie Chart (On Lookup Value)

          A Pie Chart (On Lookup Value) node is added below the Layout node.

          5. Select the Pie Chart (On Lookup Values) node and enter the Scriptname of the drop-down property you want to refer to in the Group By field

          You can find the Scriptname in Model Explorer's Design View. The Scriptname for the default Category drop-downs on objects is always 'type'. Scriptnames must           always be entered in lower case.

          6. Save your Site.

Remember to add a Menu item for your new page.

 

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