Chat now with support
Chat with Support

erwin Evolve 2020.1.1 - User Guide

erwin_Evolve_User_Guide
erwin_Evolve_User_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

Data Layout Options

Data Layout Options

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).

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 Accordions

 Working with Accordions

This page describes how to create an Accordion within one of your Evolve Site.

Accordions are used on Index Pages to display a list of objects, and then for each object a set of related information, such as the object's properties, its associations, which diagrams it appears on, and so on.

Accordions are usually configured to contain other layouts and behaviors inside them, which are exposed when the user expands the node.

You can also nest Accordions inside other Accordions, typically for listing Associated Objects.

What do you want to do?

Display a top-level Accordion in an Index Page

These instructions assume that you have already created a basic Object List Index Page which displays the list of objects you want to appear in your Accordion.

To display a top-level Accordion in an Index Page:

          1. Expand the node for the Index Page you want to add an Accordion to

          2. Expand the Object Type node with the name of the Object Type, for example 'Process'

          You should have a node representing the default layout 'Layout List (Simple)'. If not, right-click the layout node and select Switch Layout > CW > List (Simple)

          3. Right-click the node 'Layout List (Simple)' and select Add Behaviors > Navigation > Accordion

          A new sub-node is created under the layout node, titled 'Accordion'

          4. Specify the settings for the Accordion

oRemove accordion header if empty is only relevant if you are displaying another Accordion, nested inside this one, so this setting can be ignored if you only have one level.

If you do plan to have another Accordion nested inside this one, such as to list some Associated Objects, you can switch off this check-box to specify that you want the top-level Accordion item to be omitted from the displayed list if it does not have any Associated Objects.

oUse Collapse by default to specify whether the Accordion is presented in a collapsed or expanded state when viewed.

          5. Save your Site.

The changes are saved.

Display data inside an Accordion

Once you have an Accordion, you need to specify what you want to be displayed inside it when a user expands the node for each object.

You do this by adding one or more Property Groups to the parent node for the Accordion - this is usually the Object Type node for a top-level Accordion, or the Association Type node if the Accordion is nested.

For a full explanation of using Property Groups, see: Working with Property Groups.

The instructions below detail how to add a generic Property Group.

          1. Right-click the parent node for the Accordion and select New Property Group> Empty Group

          The Property Group node is added.

          2. In the Property Group's properties, choose the Layout you want and use the Selected Properties area to choose which properties to display

          3. Save your Site

          The changes are saved.

Display an Accordion nested inside another Accordion

These instructions assume that you have already created an Object List Index Page which includes a top-level Accordion displaying a list of objects, and that these objects have Associated Objects.

To display an Accordion nested inside another Accordion:

          1. Expand the node for the Index Page you want to add a nested Accordion to

          2. Expand the Object Type node with the name of the Object Type, for example 'Process'

          You should have a node representing the default layout 'Layout List (Simple)', under which you should find the top-level Accordion.

          3. Right-click the Object Type node and select New Association > [Object Type] > [Association Type] to create an Association node

          If you already have a node representing the Association Type you want to use with your nested Accordion, skip this step

          4. Expand the Association node

          5. Right-click the Layout List (Simple) node and choose Add Behaviors > Navigation > Accordion

          The new Accordion node is created.

          6. Specify the settings for the Accordion

oIgnore Remove accordion header if empty as it cannot be used at this level.

oUse Collapse by default to specify whether the accordion is presented in a collapsed or expanded state when viewed.

          7. Save your Site.

          The changes are saved.

Working with Tables (Simple)

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:

Page Type

Parent node

Tabs

Number on page

Editable

Index Page

Object Type node

Yes - optional

1 - the Table must be the only element on the page

No

Object Page

Association Type node

Yes - mandatory

1

No

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.

Related Documents

The document was helpful.

Select Rating

I easily found the information I needed.

Select Rating