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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

Working with an Advanced Matrix

Working with an Advanced Matrix

The Advanced Matrix is used to display associations between two Object Types, and can be used on either an Index Page or an Object Page.

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;
Add Index Page For Object Type

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

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;
New Intersection Object Type

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;
Add Bahaviors > Matrix > Matrix (Advanced)

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By default, the matrix cell will contain the {name} of the Intersection instance as its Display String, until Intersection Properties are added.  In this example the Reason for Involvement has had its Name property added, which Automatically Generates the Custom Display String {FUNCTIONSYNONYM}.

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The Intersection Node ID is automatically updated when the Intersection Object Type is established.

The Published Example Advanced Matrix:

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Both Application and Technology object types have been restricted to Include Objects Only If they Have Associations.  This will reduce the size of the matrix, and consequently the time it will take to refresh.

Objects with Associations Only
 

Example Application - Technology Matrix

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It might also prove useful to Add a Page Filter to enable the size of the matrix to be reduced. An active filter is likely to reduce the time to generate the matrix.

 

A Filtered Page
Filtered Application - Technology Matrix

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The Row and Column objects could be filtered to reduce the number of rows or columns. For example, the Applications could be filtered to only include those with a Category = ERP;

 

Filtering Objects
Filtered Application Properties

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A matrix with too many rows and columns could take an unacceptable amount of time to generate.

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

Filtered Application Properties

Number of Resources
Filtered Application Properties

To display an Advanced Matrix in an Object Page:

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The Advanced Matrix on an Object Page is similar to one created for an Index Page, but like the Simple Matrix on an Object Page, the focus is on a single object.

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;
Add Bahaviors > Matrix > Matrix (Advanced)

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The need to reduce the size of the Object Page matrix is less likely, as only the objects related to the selected object, and their related objects will be included in the matrix.

The Published Example Advanced Matrix:

An Application to Technology matrix for a selected Process;
Example Application - Technology Matrix

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.

Filtered Application Properties

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It is possible to create new relationships by clicking on the 'link' icon, or to delete existing relationships by clicking on the 'bin' icon.

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.

The Tabs based on Lookup Values display requires that you have drop-down properties in your model. It will work with the default drop-down Category, as well as any user-defined drop-down properties in your model.

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.

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Remember to add a Menu item for your new page.

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:

Operator

Function

Description

=

equals

Matches to any values that are equal to the inputted value.

!=

does not equal

Matches to any values that are not equal to the inputted value.

>

is greater than

Matches to any values that are greater than the inputted value.

<

is less than

Matches to any values that are less than the inputted value.

>=

is greater than or equal to

Matches to any values that are equal to or greater than the inputted value.

<=

is less than or equal to

Matches to any values that are equal to or less than the inputted value.

IN

is within

Matches to any values that are one of the inputted list of values. Operates with List, Text and Numeric values.

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'

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IMPORTANT: You can only use OR conditions with the following standard property types: Name, Category, UUID, ID. User-defined property types are not supported:

In addition, you can only use one OR condition in a filter set.

NOTE: The OR operator is shown as 'IN' in the Evolve Designer interface.

Add a property-based filter

Filters based on association

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IMPORTANT: You can only use a filter based on association when you are not already using an Association Type node for any other purpose in your Index or Object Page.

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'

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When filtering results by association on an Object Page, remember that the parent node will always be an Association, so the list you are filtering is a list of associated objects.

On an Object Page it is not possible to present a list of objects indirectly associated to the object that is the subject of the page. It is only possible to list objects that are indirectly associated to objects that are associated to the subject.

Add a filter based on association

Filters Properties

The following properties can be used to configure a filter:

Name

Notes

Average Rating

 

Category

 

Created By

Format: DD/MM/YYYY HH:MM:SS E.g.: 22/12/2015 14:34:42

Creation Date

Format: DD/MM/YYYYHH:MM:SS E.g.: 22/12/2015 14:34:42

Date Validated

 

Display Name

 

Freeze Level

 

Id

 

Name

 

Owner

 

Template

 

Total Comment

 

Unique Identifier

 

Updated By

 

Updated Date

Format: DD/YY/MMMM HH:MM:SS E.g.: 22/12/2015 14:34:42

Validated

 

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:

Operator

Function

Description

=

equals

Matches to any values that are equal to the inputted value.

!=

does not equal

Matches to any values that are not equal to the inputted value.

>

is greater than

Matches to any values that are greater than the inputted value.

<

is less than

Matches to any values that are less than the inputted value.

>=

is greater than or equal to

Matches to any values that are equal to or greater than the inputted value.

<=

is less than or equal to

Matches to any values that are equal to or less than the inputted value.

IN

is within

Matches to any values that are one of the inputted list of values. Operates with List, Text and Numeric values.

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'

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Description automatically generated

IMPORTANT: You can only use OR conditions with the following standard property types: Name, Category, UUID, ID. User-defined property types are not supported:

In addition, you can only use one OR condition in a filter set.

NOTE: The OR operator is shown as 'IN' in the Evolve Designer interface.

Add a property-based filter

Filters based on association

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Description automatically generated

IMPORTANT: You can only use a filter based on association when you are not already using an Association Type node for any other purpose in your Index or Object Page.

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'

Icon

Description automatically generated

When filtering results by association on an Object Page, remember that the parent node will always be an Association, so the list you are filtering is a list of associated objects.

On an Object Page it is not possible to present a list of objects indirectly associated to the object that is the subject of the page. It is only possible to list objects that are indirectly associated to objects that are associated to the subject.

Add a filter based on association

Filters Properties

The following properties can be used to configure a filter:

Name

Notes

Average Rating

 

Category

 

Created By

Format: DD/MM/YYYY HH:MM:SS E.g.: 22/12/2015 14:34:42

Creation Date

Format: DD/MM/YYYYHH:MM:SS E.g.: 22/12/2015 14:34:42

Date Validated

 

Display Name

 

Freeze Level

 

Id

 

Name

 

Owner

 

Template

 

Total Comment

 

Unique Identifier

 

Updated By

 

Updated Date

Format: DD/YY/MMMM HH:MM:SS E.g.: 22/12/2015 14:34:42

Validated

 

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