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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

Static Pages in a Dynamic Site [2018.0.2+]

Static Pages in a Dynamic Site [2018.0.2+]

What does this mean?

A Dynamic Site offers a read, write access to your model, which means that content is generated as it is requested by users. This generation, whilst highly efficient, can be slow when large volumes of data are requested. Often pages which have large amounts of information, do not contain data which changes often. Such pages could therefore be pre-generated, saving much server time, and make the user's experience much more desirable.
The disadvantages to this method of generation are that the content is not modified until the page is regenerated. Also the page is not access controlled by Roles, so is available to all users.
None the less, this is often a tradeoff worth making for complex pages.

How to make a page Static?

1.Define a page in your site as usual.

2.From the page settings, tick the checkbox, 'Display as Static Page'

3.You will be warned that new content will not appear in the site, until the static page is regenerated.

Fig. Set a page to contain static content

4.To generate (and regenerate) content for this page, right click on the page in tree

5.Choose the option 'Generate Content - Static Mode Only'

6.The page will be regenerated.
OR allow your end users to regenerate the page themselves with 'in-page refresh'.

Fig. Generate Static Content

In-Page Static Content Refresh

In-Page Static Content Refresh

 

Allow Users to Refresh Static Pages in a Dynamic Site [2018.1.0+]

 

What does this mean?

As the name suggests, a Static Page is generated at a point in time, and then made available. Its content does not change. Why would you want a static page?

Sometimes a page is made static because it is a baseline, other times it is static to improve load performance, as it changes less frequently.
If the page is static for performance, it might be nice to allow a user to refresh the page themselves. So Evolve offers an In-Page refresh button.

Enabling In-page Refresh

1.First configure the page to be static

2.You will now be able to access the 'Allow refresh' options; "Disabled", "Everyone" or Roles. that exist in your site.

Fig. Refresh static content settings

3.Choosing "Disabled", which is default, will ensure that no-one can refresh the page from the site.
Choosing "Everyone", will enable the refresh button for all users of the site.
Choosing a specific Role, will enable the refresh button for users who are members of that Role.

Each static page has a "Last generated" time stamp, to indicate when it was last refreshed. A user can then press the regenerate button and have the server make the refresh.
Once refreshed, the page will reload with the updated content. This content will be available for all users who subsequently visit the page.

Fig. Refresh static content, end user view

Help me choose an option

When a page is a baseline, it may be most appropriate to disable the ability for end users to refresh the content. This means the site administrator would be required to use Evolve Designer to regenerate the content when a new version is released. Often this is done with a batch run, overnight, or on another trigger. However, it may be that the page could change throughout the day, and you'd like an administrator to control when this happens. Going to Evolve Designer each time, can be time consuming, so choosing a Role that your Administrators are a member of, will ensure only they can refresh the page from within the site.

Perhaps the page is owned by a particular department, and they like to make changes behind the scenes, and then publish them. Again using the Role restriction will ensure only the owners can update the page.

In some environments the flexibility of allowing Everyone to refresh pages, is fine. If someone visits a page, and would like to see the most up-to-date details, they can tap refresh and everyone will now see the latest and greatest, when they visit.

Caveats

In 2018.1.0 this feature updates ALL object pages of the same type, and not just the page you are viewing. While this could be useful, it was not intended. We plan to reduce the scope in subsequent releases, to just the page you are viewing.
Also, it is not possible to make a page both static AND editable. So the page would need to be duplicated in Evolve Designer, with one page static, and one page dynamic. The dynamic page would be made available, only to roles who are contributors. In this way a contributor would see the page twice. If they were to edit, the editable version and save the changes, these changes would not be seen on the static page, until that page was also refreshed.
This feature is in an early adopter stage, and we welcome comments and suggestions for improvement.

Data Layout Options

Working with List (Simple)

The List (Simple) layout is the most basic display option for showing a list of objects.

It is the default Layout for all new Index Pages and displays objects in a simple bulleted list.

When used on an Object Page, a Simple List shows related objects, such as Associations or Diagrams the object appears on.

What do you want to do?

Use the List (Simple) layout on an Index Page:

You can use a Simple List in more than one way on an Index Page.

To use as the main element of the page or Tab to list the objects returned:

Ensure the Layout node beneath the parent node is set to Layout List (Simple). No other controls, layouts or behaviors are required.

To use inside an Accordion to list Associated Objects:

Ensure the Layout node beneath the Association node is set to Layout List (Simple).

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Description automatically generated

Read more about Working with Accordions.

Use the List (Simple) layout on an Object Page

The Simple List layout can only be used on an Object Page to show objects that are related to the object which is in focus.

You must therefore have an Association node in your Object Page before you can use it.

You can add an Association node at the top-level of the page - with an Object Page Layout, or inside a Tab, where the top-level node in the Tab is an Association node.

To use a Simple List to display your Associated Objects:

Ensure the Layout node immediately beneath the Association node is set to Layout List (Simple).

Display a title above your list

To display a title above your list, wherever you use it:

1.Select the Layout List (Simple) node you want to have a title

2.Enter the title you want to use in the Node Name field

3.Select the Display Title check box.

Working with List (Simple)

Working with List (Simple)

The List (Simple) layout is the most basic display option for showing a list of objects.

It is the default Layout for all new Index Pages and displays objects in a simple bulleted list.

When used on an Object Page, a Simple List shows related objects, such as Associations or Diagrams the object appears on.

What do you want to do?

Use the List (Simple) layout on an Index Page:

You can use a Simple List in more than one way on an Index Page.

To use as the main element of the page or Tab to list the objects returned:

Ensure the Layout node beneath the parent node is set to Layout List (Simple). No other controls, layouts or behaviors are required.

To use inside an Accordion to list Associated Objects:

Ensure the Layout node beneath the Association node is set to Layout List (Simple).

Icon

Description automatically generated

Read more about Working with Accordions.

Use the List (Simple) layout on an Object Page

The Simple List layout can only be used on an Object Page to show objects that are related to the object which is in focus.

You must therefore have an Association node in your Object Page before you can use it.

You can add an Association node at the top-level of the page - with an Object Page Layout, or inside a Tab, where the top-level node in the Tab is an Association node.

To use a Simple List to display your Associated Objects:

Ensure the Layout node immediately beneath the Association node is set to Layout List (Simple).

Display a title above your list

To display a title above your list, wherever you use it:

1.Select the Layout List (Simple) node you want to have a title

2.Enter the title you want to use in the Node Name field

3.Select the Display Title check box.

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