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erwin Evolve 2024.0.0 - User Guide

erwin Evolve 2024.0.0 User Help Guide
erwin Evolve User Help Guide Legal Notices 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 Enhanced erwin Evolve Plugins Workflow Explained Social Interaction Features Questionnaires Reference Configuration and Administration Customizing Your Site Troubleshooting Upgrading

Create a Diagram Index Page

Create a Diagram Index Page

A Diagram Index Page is used to display either a single CW Modeler diagram, or a Visualization diagram.

Shapes in the diagram are clickable, linking through to the relevant Object Pages for the Object Type selected.

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In order to display diagrams in Evolve Sites, you must ensure you have a template diagram in your model which has the same Rule and Category as the diagram you want to display.

If you do not have an equivalent template diagram, the diagram will not be able to be displayed.

What do you want to do?

Display a CW Modeler Diagram on an Index Page.

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These instructions assume you know how to Create a basic Object List Index Page.

To display a CW Modeler Diagram on an Index Page:

1.Create a new Index Page for the Object Type 'Diagram'.

2.On the 'Diagram' node, use the Filter Properties area to specify exactly which diagram you want to show.

We recommend you use the ID property as the reference and specify the ID of the diagram you want.

Remember that any properties you reference in the Filter Properties area should also be selected in the Selected Properties area.

3.Right-click the Layout node and choose Switch Layout > CW > Diagram.

4.Right-click the Layout node and choose Add Behaviors > CW Modeler Diagram.

5.On the CW Modeler Diagram node, use the Full Screen setting to specify that the diagram is displayed in full-screen mode.

6.Save your Site.

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If you plan to publish your Site as a Static Site, you must ensure you use the Export Diagram Images option on the Site node settings toensure images of your diagrams are generated.

Create a Graphical Index Page

Create a Graphical Index Page

There are several different display options for graphical Index Pages, including:

Pie Charts (including Pie Charts based on Lookup Values and Recursive Pie Charts).

Bubble Charts.

Bar Charts - Simple (Limited) and Multi-Access.

Roadmaps - Basic and Lifecycle.

Cost-Benefit Chart.

Vector Maps for displaying locations.

Each of these different types of Graphical Index Pages start out as basic Index Pages.

Create Multiple Index Pages for an Object Type

Create Multiple Index Pages for an Object Type

While Index Pages are typically linked to a specific Object Type, you are not restricted to having just one page per type.

Evolve allows you to create as many Index Pages as you want for any given Object Type.

You might do this to have different Index Pages for different Categories of an Object Type, or to display only those objects associated with another object.

You can then use Sub-Menus to link to link to the different Index Pages you have.

If you do want to use more than one Index Page for an Object Type, there is one important factor you must be aware of:

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The Page Name of an Index Page must be unique.

When you create additional Index Pages for an Object Type, the default Page Name is always the same -index-[object type name], such as index-process.

You must ensure that you give a unique name to each page to avoid any conflicts.

When editing the Page Name, you can only use lower case letters, numbers, dashes and underscores, with no spaces.

Working with Object Pages

Working with Object Pages

Object Pages Explained

An Object Page is used to present the details of an Object Instance - a web user selects the object on an Index Page or Diagram, and the Object Page displays its properties.

You must have an Object Page configured for each type of Object you want to see the details of in your Evolve Site.

You can organize the information presented in an Object Page into Tabs, and you can present different views of the data using Object Page Views.

In addition to just an object's properties, Object Pages can be used to display Diagrams - both Visualization Diagrams and standard Diagrams that relate to the object - as well as Associated Objects in Lists or Tables.

What do you want to do?

Create a new Object Page

Create an Object from a Grid

Present your data using Tabs

Offer different perspectives with Object Page Views

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