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erwin Evolve 2022.0.1 - User Guide

erwin Evolve 2022.0.1 User Help 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 Evolve Suite Addendum

Social Interaction Features

Social Interaction Features

Social Interaction Features Explained

Social Interaction Features Explained

There are several social interaction features available in Evolve Sites which encourage your users to collaborate and share information.

Comments

The Comments feature is added automatically to every Object Page in a Dynamic Site. It allows up to two-levels of comments by users discussing the data.

Ratings

Ratings are available on all pages by default and enable users to rate any page on a scale of one to five.

Favorites

Users can make any page they visit a Favorite by clicking the Add to Favorites icon which is displayed on all Object Pages by default.

Users can view links to their Favorites directly on the Home page, or by using the Favorites link that appears when you click the user picture in the top-right of the interface.

If there are new comments or discussions added to a page you have made a Favorite, then a highlight is displayed next to the Favorites menu link.

Share

The Share button is displayed on all Index and Object Pages by default. When a user clicks the Share button, a pop-out window allows them to share the page with another user by email, or - if Workflow is enabled - share the page with a Role.

If the user chooses Share by email, they can optionally enter a Subject and Message, before a New Email window is opened from the Email client installed on the local machine, containing a link to the page being viewed.

In deployments with Workflow enabled, if the user chooses Share with roles, they are prompted to select a Role to share the page with, and that starts a workflow process which means all members of the Role are assigned Tasks to review the page, and must confirm that they have done so.

Disabling Social Features

Social features can be disabled on the Model node in Evolve Designer.

Questionnaires

Questionnaires

Questionnaires Explained

Questionnaires Explained

Questionnaires enable you to get feedback and opinion from your users. In Evolve you can create simple questionnaires that gather users' answers, or you can weight questions and answers to determine business values of responses.

There are two types of questionnaire available in Evolve:

1.Standalone questionnaires that gather the answers each user provides

2.Object questionnaires that are displayed as a Page View on all Object Pages for a specified Object Type, such as Application, and can aggregate the responses from users and work out a Business Value.

Whether a questionnaire is standalone or tied to an object is a simple setting in the questionnaire itself which can be edited after it is created - so the process for creating a questionnaire is the same for both types.

Object questionnaires require a specific property to be created on the Object Type itself to store the aggregated Business Value against the object in question.

This should be a Decimal Number property.

What do you want to do?

Create a questionnaire

Edit a questionnaire

Delete a questionnaire

View questionnaire responses

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