erwin Evolve 2023.1.0 - User Guide

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.

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:

• Use 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

• Use 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.

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:

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'

Add a property-based filter

Filters based on association

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'

Add a filter based on association

Filters Properties

The following properties can be used to configure a filter:

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:

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'

Add a property-based filter

Filters based on association

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'

Add a filter based on association

Filters Properties

The following properties can be used to configure a filter:

Property Groups

Working with Property Groups

Property Groups are page elements that display the properties of the object in question. They are used on Index Pages, such as within an Accordion, or Table, or in Object Pages.

There are two ways you can enter Property Groups into your pages:

1. By using the Empty Group option

2. By using the From CM Panel option.

The Empty Group option creates one group within the page and then you can choose which of the object's properties to display within it - nothing is selected for you by default

The From CM Panel option allows you to choose a group based on one of the Panes in the object's properties, such as General, and automatically selects all the properties within that Pane to be displayed in the group.

Property Group Layouts

When you insert a Property Group there is a Layout setting which determines how the content within the group is displayed.

Certain layouts only work with certain types of properties. Please use the Property Group Layout Table to see which layout to use when.

Property Groups and Tables

The Property Group feature is also used when configuring a Table to specify which properties you want to be displayed as columns in the Table. The details for using Property Groups in this way are included in the instructions for creating a Table. See Working with Tables for further information.

What do you want to do?

Insert a Property Group on an Object Page

To insert a Property Group on an Object Page:

1. Expand the node for the Object Page you want to add the Property Group to

2. Right-click the node (Tab or Object Type) you want to add the Property Group to and choose 
   New Property Group > Empty Group, or New Property Group > From CM Panel > [Group Name]

See the beginning of this page for explanations of each option.

3. Configure the Property Group settings:

• Use Property Group Name to specify the name of the group as it is displayed in the web page.

• The Identifier setting holds a unique identifier for the Property Group. You should have no reason to change this setting.

• Use Layout to specify which layout to apply to your Property Group.

    See Property Group Layouts for explanations of each layout type.

• Use Selected Properties to specify all the properties that will be displayed in the Property Group.

4. Save your Site.

The Index Page's properties are saved.

Insert a Property Group inside an Index Page Accordion

To insert a Property Group inside an Index Page Accordion:

1. Expand the node for the Index Page you want to add the Property Group to

2. Right-click the node that is two steps above the Accordion you want the Property Group to be displayed in and choose 
   New Property Group > Empty Group, or New Property Group > From CM Panel > [Group Name]

    See the beginning of this page for explanations of each option

3. Configure the Property Group settings:

• Use Property Group Name to specify the name of the group as it is displayed in the web page.

• The Identifier setting holds a unique identifier for the Property Group. You should have no reason to change this setting.

• Use Layout to specify which layout to apply to your Property Group.

See Property Group Layouts for explanations of each layout type.

• Use Selected Properties to specify all the properties that will be displayed in the Property Group.

4. Save your Site.

The Index Page's properties are saved.