erwin Evolve 2023.1.0 - User Guide

Working with Tables (Simple)

A Table (Simple) layout displays data in a simple tabular format. You can choose which columns you want to be displayed, representing properties of the objects, or Associated Objects, and you can link to the Object Page for the objects it shows.

However, unlike the Table (Complex) behavior, you cannot edit content in a Simple Table.

Why and how should you use one?

Use a Simple Table when you want to show more details for lists of objects than the other behaviors allow, but you are not interested in sorting the columns or editing the displayed data.

Where and when can you use one?

Use the table below to see where you can use a Simple Table:

What do you want to do?

Insert a Table (Simple) into your Index or Object Page

To insert a Simple Table into your page:

1. Select the parent node - Object Type node for Index Pages, Association Type node for Object Pages

2. Switch the Layout node beneath the parent node to Table (Simple)

To do this: Right-click the Layout node and choose Switch Layout > CW > Table (Simple)

3. Right-click the parent node and choose to add a New Property Group > Empty Group or From CM Panel.

This node is the parent node of the 'Layout Table (Simple)' node. For full details on Property Groups, see Working with Property Groups.

4. Select the Property Group and use the Selected Properties area to choose all the properties you want to be represented as columns in the Table

Add as many Property Groups as you want if you want complete control over the ordering of your columns.

5. Save and Publish your Site.

Show Associated Objects in a Simple Table

You can configure your Table to include one or more columns displaying Associated Objects.

To add a column showing Associated Objects:

1. Right-click the parent node - Object Type node for Index Pages, Association Type node for Object Pages - and select 
   New Association > [Object Type] > [Association Type] to create an Association node

A new node representing the Association Type is created at the bottom of the list.

2. Save and Publish your Site.

The Associated Objects column is displayed as the last column in your table.

Working with Tables (Complex)

A Table (Complex) behavior displays data in a gird format. It has columns that can be sorted or filtered, and optionally you can specify that users can edit the data presented in the Table, either inline, directly in the cells, or by using a pop-up window.

You can use Tables on Index Pages and Object Pages to display properties of Objects and Associated Objects, and on Object Pages only, you
can also show properties of Intersection Objects.

Editing content in a Table

When you edit data in a Table you can edit the object's properties and associations (if you have associations displayed).
You can choose whether to edit data inline or using a pop-up dialog. You must use a pop-up if you want to edit associations.

You can also allow users to create new objects on a Table page, by using the Add Object setting.

Why and how should you use one?

Use a Table when you want to show more details for lists of objects than the other behaviors allow - and if you want users to be able to edit the data.

Where and when can you use one?

Use the table below to see where you can use a Table:

What do you want to do?

Insert a Table (Complex) into your Index or Object Page

To insert a Table into your page:

1. Select the parent node - Object Type node for Index Pages, Association Type node for Object Pages - and use the Filter Properties area to apply any filtering

2. Switch the Layout node beneath the parent node to Empty

To do this: Right-click the Layout node and choose Switch Layout > CW > Empty

3. Right-click the Layout node and choose Add Behaviours > Tables > Table (Complex)

A new node is added below the Layout node, titled 'Table (Complex)'

4. Select the new Table (Complex) node

The Table's settings are displayed

5. Edit the Table's settings:

• Use Add Object to place an Add Object button on the page so users can create new objects

• Use Edit Mode to specify if you want the objects listed to be editable, and whether you prefer inline editing in the Table or to use a pop-up window

Leave Edit Mode unset if you do not want to allow editing.

• Use Intersection Object Grid if you want to be able to display the value of an Intersection Object

See Display data from an Intersection Object in a Table (below) for further details.

6. Right-click the parent node and choose to add a New Property Group > Empty Group or From CM Panel

This node is the parent node of the 'Layout Empty' node referenced in step 3. For full details on Property Groups, see Working with Property Groups.

7. Select the Property Group and use the Selected Properties area to choose all the properties you want to be represented as columns in the Table

Leave the Layout setting as 'table'.

8. Save your Site.

The changes are saved.

Include a Table column showing Associated Objects

You can configure your Table to include one or more columns displaying Associated Objects.

When you display Associated Objects in a Table, they can only be displayed as a simple List, showing just the Name of the Associated Object.

To add a column showing Associated Objects:

1. Right-click the parent node - Object Type node for Index Pages, Association Type node for Object Pages - and select 
   New Association > [Object Type] > [Association Type] to create an Association node

A new node representing the Association Type is created at the bottom of the list. By default it is given a List (Simple) layout - which is the only layout you can use.

2. If your Table is editable, or you plan to make it editable, you must choose which properties of the Associated Objects to display on the pop-up edit dialog by adding a Property Group to the Association node and selecting the properties to display, as nothing is displayed by default:

1. Right-click on the Association node and choose New Property Group >Empty Group or From CM Panel > [Pane Name]

2. Use the Selected Properties area to choose which properties to display in the edit dialog

For full details on Property Groups, see Working with Property Groups.

3. Save your Site.

The changes are saved.

Display data from an Intersection Object in a Table

You can configure a Table, based on an Association Type, to display data from an Intersection Object.

A Table configured in this way will only show the Name of the Associated Object and then any properties of the Intersection Object you choose.

To do this:

1. Follow the instructions above to create a Table for your Index or Object Page, basing it on an Association Type node

Your tree should look like this: Association Type node > Layout Empty > Table (Complex)

You do not need to add a Property Group to control which properties of the Associated Objects are displayed, as Name is displayed by default.

2. Right-click the Association Type node and choose New Intersection Object

A new node is added for the Intersection Object, and it is given a List (Simple) layout by default

3. Right-click the Association Type node and choose New Property Group >Empty Group or From CM Panel > [Pane Name]

4. Use the Selected Properties area to choose which Property Types are shown in the Table

Each property you select is shown in a separate column in the Table.

5. Save your Site.

Your Table is configured. When the page is viewed, you should see a Table showing the Name of Associated Objects in the first column, followed by the
properties of the Intersection Objects in the following columns.

Working with a Simple Matrix

A Simple Matrix can only be used on an Object Page, where one object is therefore the focus.

It creates a table which shows Associated Objects for the object in question as column headings, and then within the cells shows other objects that are also associated to those Associated Objects.

For example, if your Object Page was focused on a Process, you could use the Simple Matrix to show which Risk objects your Process is associated to, and then beneath each Risk also show which other Processes are also associated to those Risks.

To display a Simple Matrix in your Object Page:

1. Right-click the Tab you want to add the Simple Matrix to, and choose New Association > [object-type] > [association-type]

This is to choose the Association Type you want to use to populate the column headings

An Association Type node is added.

2. Expand the Association Type node and switch the Layout to Empty.

To do this: Right-click the Layout and choose Switch Layout > CW > Empty

3. Right-click the Layout Empty node and choose Add Behaviors > Matrix > Matrix (Simple)

4. Right-click the Association Type node created at step 1 and choose New Association > [object-type] > [association-type]

This is to choose the Association Type you want to use to find out which other objects are associated to each Associated Object returned by the parent node.

An Association Type node is added.

5. Save your Site.

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.