erwin Evolve 2024.0.0 - User Guide

Working with an Advanced Matrix

Working with an Advanced Matrix

To display an Advanced Matrix in an Index Page:

1.An Index Page can be added for an Object Type. In this example an Application has been added;

2.A related Object Type can also be added to the same Index Page. In this example a Technology has been added;

3.The first object type should have its Layout switched to Casewise > Empty, to allow a Matrix > Matrix (Advanced) Behaviour to be added. The second object type should have its Layout switched to Casewise > Empty, to prevent a list of these objects from being output.

The first object type will be the Row of the matrix, the second object type will be the Column.

4.The first object type should identify the relationship to be represented in the Matrix.  A New Association allows the relationship to the second object type to be selected.  In this example the Application – Technology () has been selected;

5.The Association should identify its Intersection Object Type. In this example it is a Reason for Involvement;

6.The Matrix (Advanced) behavior can now have its Intersection Properties added, and the Row Object Group ID and Column Object Group ID updated from the Application and Technology object types;

The Published Example Advanced Matrix:

•Objects with Associations Only
 

•A Filtered Page

•Filtering Objects

Displaying Intersection Properties:

In the example output above, the Custom Display String for each cell has been set to the Name of the Intersection object. None of the Reason for Involvement associations have been given a name, as a consequence the shaded cell contains no detail. The following example has the Number of Resources displayed in each cell:

•Intersection Property

•Number of Resources

To display an Advanced Matrix in an Object Page:

1.An Object Page can be added for an Object Type. In this example a Process is to be added.

2.This object type should identify a relationship to the objects to be represented in the matrix rows. A New Association is added under the object type. In this example a

Process - Application () is to be added.

3.The related object type should have its Layout switched to Casewise > Empty, to allow a Matrix > Matrix (Advanced) Behaviour to be added.

4.The first related object type should now identify the relationship to be represented in the Matrix.  A New Association allows the relationship to a second related object type to be selected.  In this example the Application – Technology () is to be selected.

5.The Association should identify its Intersection Object Type.  In this example it is to be a Reason for Involvement.

6.The Matrix (Advanced) behavior can then have its Intersection Properties added, and the Row Object Group ID and Column Object Group ID updated from theProcess – Application () and Application - Technology () nodes;

The Published Example Advanced Matrix:

•An Application to Technology matrix for a selected Process;

Editing Intersection Properties:

In the example output above, the Custom Display String for each cell has been set to the Name of the Intersection object. None of the Reason for Involvement associations have been given a name, as a consequence the shaded cell contains no detail. It is possible to Edit the Intersection Properties, by clicking on the Edit button above the matrix;

•Editing the Name of an Intersection.

Working with Tabs based on Lookup Values

Working with Tabs based on Lookup Values

Tabs based on Lookup Values is a list-based display that organizes your objects into groups based on the value of 'Lookup' (drop-down) properties such as Category.

Vertical tabs on the left side of the page are used to represent the values, while the objects themselves in each tab are displayed in simple lists.

Objects listed using this display type cannot be edited directly.

You can optionally include an Overview Chart which creates an 'Overview' tab displaying a Pie Chart showing the proportion of each value. The Overview Chart is identical to the chart displayed when using the Pie Chart based on Lookup Value behavior.

To create an Index Page using Tabs based on Lookup Values:

1.Create a New Index Page with a List (Simple) layout

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

3.Right-click the Layout List (Simple) node and choose Add Behaviors > Navigation > Tabs on Lookup Values

A Tabs on Lookup Values node is added below the Layout node.

4.Select the Tabs on Lookup Values node and enter the Scriptname of the drop-down property you want to refer to in the Filter Lookup 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'.

5.Use the following optional settings:

oUse Overview Chart to specify that you want the first tab to be an Overview tab showing a Pie Chart summarizing the distribution of the values

oUse Not Display Undefined to specify that the page should not include or display any objects that has a value of 'Undefined'.

6.Save your Site.

Filtering Data

Page Queries and Filters

This page explains how to use page queries and filters so that your pages only display objects that match certain conditions that you specify.

By default Index Pages, and Association Type nodes on Object Pages, list all the instances of the Object Type you specified - for example all Processes in your model.

However, you can create association queries and conditional filters which result in only a restricted list. For example, you might want an Index Page which shows a list of Processes, but you only want to see Processes of a certain Category, or that are associated to another object.

These queries and conditional filters can be applied to most Index Pages, as well as most Object Pages which use Association Type nodes to display Associated Objects.

There are two types of conditional filters that can be applied to the results to form a query:

1.Filters based on object properties

2.Filters based on associations.

Filter Operators

Text-string filters and select-list filters can be combined in a formula using filter operators. This allows for greater versatility when filtering objects.

The filter operators and their functions are listed below:

Filter based on object properties

Filters based on object properties can be applied to any Layout or Behaviour on any Index Page or Association Type node on an Object Page.

These filters restrict the results based on one or more properties of the objects to be displayed.

You can add multiple property filters, which combine to form a single query where each condition must be met for the object to be included in the results, so for example:

Display all Processes where:
Category = 'X'
AND Validated = 'TRUE'

While individual conditions are joined with the AND operator in your complete filter query, when you add a condition referencing a Drop-down, ID or Single Line Text property, you can specify multiple values which are treated as OR within that particular condition. So, for example, you could create a filter query like:

Display all Processes where
Category = 'X' OR 'Y' OR 'Z'
AND Validated = 'TRUE'

Add a property-based filter

Filters based on association

In addition to property based filters, you can restrict the list of objects displayed on a page by way of association. This could be by association to any object of a specified type, or to a specific object or objects of a specified type.

For example, you could create a filter like:

Display all Processes where Category = 'X'
AND Process Is Associated To any Location.

You could extend the filter to reference a specific associated object, such as:

Display all Processes where Category = 'Y'
AND Process Is Associated To Location 'Z'.

You can even extend these basic examples to add multiple nested association conditions to filter the results by way of indirect association. For example:

Display all Processes where Process Is Associated To any Location
AND where Location Is Associated To Organization 'UK'.

Finally, you can of course add property-based filters to any association filter, enabling you to create sophisticated page queries such as:

Display all Applications where Date for Review > 'date'
AND Application Is Associated To an Organization
where Organization Category = 'X' OR 'Y'
AND Organization Is Associated To the Location 'US'

Add a filter based on association

Filters Properties

The following properties can be used to configure a filter:

Page Queries and Filters

Page Queries and Filters

This page explains how to use page queries and filters so that your pages only display objects that match certain conditions that you specify.

By default Index Pages, and Association Type nodes on Object Pages, list all the instances of the Object Type you specified - for example all Processes in your model.

However, you can create association queries and conditional filters which result in only a restricted list. For example, you might want an Index Page which shows a list of Processes, but you only want to see Processes of a certain Category, or that are associated to another object.

These queries and conditional filters can be applied to most Index Pages, as well as most Object Pages which use Association Type nodes to display Associated Objects.

There are two types of conditional filters that can be applied to the results to form a query:

1.Filters based on object properties

2.Filters based on associations.

Filter Operators

Text-string filters and select-list filters can be combined in a formula using filter operators. This allows for greater versatility when filtering objects.

The filter operators and their functions are listed below:

Filter based on object properties

Filters based on object properties can be applied to any Layout or Behaviour on any Index Page or Association Type node on an Object Page.

These filters restrict the results based on one or more properties of the objects to be displayed.

You can add multiple property filters, which combine to form a single query where each condition must be met for the object to be included in the results, so for example:

Display all Processes where:
Category = 'X'
AND Validated = 'TRUE'

While individual conditions are joined with the AND operator in your complete filter query, when you add a condition referencing a Drop-down, ID or Single Line Text property, you can specify multiple values which are treated as OR within that particular condition. So, for example, you could create a filter query like:

Display all Processes where
Category = 'X' OR 'Y' OR 'Z'
AND Validated = 'TRUE'

Add a property-based filter

Filters based on association

In addition to property based filters, you can restrict the list of objects displayed on a page by way of association. This could be by association to any object of a specified type, or to a specific object or objects of a specified type.

For example, you could create a filter like:

Display all Processes where Category = 'X'
AND Process Is Associated To any Location.

You could extend the filter to reference a specific associated object, such as:

Display all Processes where Category = 'Y'
AND Process Is Associated To Location 'Z'.

You can even extend these basic examples to add multiple nested association conditions to filter the results by way of indirect association. For example:

Display all Processes where Process Is Associated To any Location
AND where Location Is Associated To Organization 'UK'.

Finally, you can of course add property-based filters to any association filter, enabling you to create sophisticated page queries such as:

Display all Applications where Date for Review > 'date'
AND Application Is Associated To an Organization
where Organization Category = 'X' OR 'Y'
AND Organization Is Associated To the Location 'US'

Add a filter based on association

Filters Properties

The following properties can be used to configure a filter: