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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

Customizing Your Site

Customizing Your Site

Customization Explained

Customization Explained

This page explains how to do basic customization of your Evolve Site. It does not cover more advanced topics such as how to create themes, or how to create custom layouts and behaviors.

If you are interested in bespoke customization, please speak with your Account Manager.

There are several ways you can customize Evolve.

You can:

oChange the logos of the top-level Evolve Site, or on your individual model Sites

oUse custom images for your Sites on the multi-sites page

oUse custom menu icons for pages in your Site.

In addition, some layouts or behaviors used in Evolve may also require some tasks that fall under the banner of customization in order to work - for example using the External Picture layout requires uploading images to a Custom Site folder.

Custom Sites

Most Evolve customizations, and some built-in layouts or behaviors, require that you publish your Site as a Custom Site. What this means is that you create a Custom Site folder on your Evolve web server, where you can store any CSS, images or other files you may need, and then ensure you reference this folder on your Deployment node settings before publishing your Site.

Depending on the particular customization, or the specific layout or behavior you plan to use, there may be special requirements for additional folders in this Custom Site folder structure. The help explaining those elements will detail any such requirements.

To create and use a basic Custom Site folder:

          1. On your Evolve server, browse to <your-evolve-install-path>/Site/bin/webDesigner/custom/

          2. Create a new folder

          The folder name must not have any special characters or spaces

          3. In your new folder, create a sub-folder and name it 'images'

          4. When you Publish your Site, ensure you select the folder in the Deploy Custom Site setting on the Deployment node

If Evolve Designer was already running when you created the new folders, close it and re-open it again for it to be able to see the new folder exists.

 

Basic Customization

Basic Customization

Customizing Styles using LESS variables

Customizing Styles using LESS variables

LESS variables are used to change the properties of various elements within Evolve easily and simultaneously. By changing the value of a single LESS variable, you can alter the appearance of multiple HTML elements within the Evolve webpage. This enables simple customization through only a small subset of variables.

The following sections detail what to be aware of when using LESS variables, particularly when upgrading between product versions. The Appendix also covers an overview of the key variables and what they impact.

Upgrading Custom Themes with LESS variables

Since Evolve 2016.2.1 the Themes (LESS variables) are automatically upgraded when performing an 'Update Meta Model & Themes' within Evolve Designer. However, if you find that the variables have not updated correctly, the following instructions will help you to diagnose the issues.

Should a theme still be incompatible with the installed version of Evolve, the following error can appear in Evolve Designer when you Deploy Dynamic/Static site:

To upgrade the theme to be compatible with the installed version, follow these steps.

          1. Ensure you know which default theme your custom theme was based on

          e.g. Evolve7, Grey, Blue

          2. Locate a copy of this theme in the new version of Evolve

          nb: This can be found in <Evolve-Install-Location>\Casewise\Evolve\Site\bin\webDesigner\themes\

          3. Using a comparison tool (e.g. WinMerge) compare your custom theme with the theme located in step 2

oThis will highlight the new variables which have been added since your custom theme was created.

oEach new variable will contain a comment (e.g. //v4.0.2) showing in which version it was added.

          4. Copy over the new variables so that the custom theme contains the same number of variables as the default theme.

          5. Restart Evolve Designer and Deploy Dynamic/Static Site

Theme File Labelling Convention

Evolve’s LESS variables are named using camelCase whereby the first letter of each word is capitalized – except for the first letter of the whole string. Evolve version numbers are commented out next to any variables that relate to specific Evolve versions. I.e: //v4.0

Appendix - LESS: Global Variables

Click the groups below to see the LESS variables that are available and the elements that they will affect. Note that for the sake of brevity, not all available variables are listed below - only the main variables that alter colors and fonts have been included.

Primary Colors

LESS Variable

Evolve Page Element(s)

Example

@cwColor1Shade

The primary color used for borders and shading.

-

@cwColor1

The primary color used for various backgrounds

-

@cwColor1Tint

The primary color used as a highlight

-

@cwColor2Shade

The secondary color used for borders and shading.

-

@cwColor2

The secondary color used for various backgrounds

-

@cwColor2Tint

The secondary color used as a highlight

-

@cwShadowColor

The color used to add a shadow to elements

-

Global Variables

LESS Variable

Evolve Page Element(s)

Example

@cwFont

The font family used by a majority of text elements in Evolve

p, span, li, a

@cwFontTitle

The font family used by various titles in Evolve

h1, h2, h3, h4, h5, h6

@cwFontTextColor

The color used by a majority of text elements in Evolve

@cwGlobalLinkTextColor

The color of text links in Evolve

@cwPageTitleColor

The color of various titles in Evolve

@cwPageTitleBackGroundColor

The background color of the page title at the top of the screen.

@cwBodyBackgroundColor

The background color of the main content area

@cwLoginBackgroundColor

The background color of the login dialogue that appears on the login page

@cwLoginTextColor

The color of the text on the login dialogue that appears on the login page

@cwLoginSubmitButtonTextColor

 

@cwLoginSubmitButtonBackgroundColor

 

Diagrams

LESS Variable

Evolve Page Element(s)

Example

@cwDiagramBreadCrumbBackgroundColor

The color of the area surrounding the breadcrumbs

@cwDiagramBreadCrumbBoxBackgroundColor

The background color of the breadcrumbs themselves

@cwDiagramBreadCrumbBoxTextColor

The color of the text that appears on the breadcrumbs

@cwDiagramEditorIconColor

The color of the editor icons within eModeler

@cwDiagramEditorMenuBackgroundColor

The background color of the eModeler menu

@cwDiagramEditorMenuMainHeaderBackgroundColor

The background color of the eModeler menu's main header

@cwDiagramEditorMenuSubHeaderBackgroundColor

The background color of the eModeler menu's subheaders

@cwDiagramTileNameBackground

The background color of a tile im eModeler

@cwDiagramTileNameBackgroundHover

The background color of a tile in eModeler when you hover over it

@cwDiagramTileNameTextColor

The background color of a tile in eModeler

Left-Hand-Side Menu

LESS Variable

Evolve Page Element(s)

Example

@cwMenuLeftTabBackgroundColor

This is the background color of the pop-out tab

@cwMenuLeftTabTitleColor

This is the color of the title that appears on the top of the pop-out tab

@cwMenuLeftTabSelectedViewBackgroundColor

This is the background color of items that are selected in the pop-out tab

@cwMenuLeftMainNavigationBackgroundColor

This is the background color of the main navigation menu

@cwMenuLeftMainNavigationTextColor

This is the color of the text in the main navigation menu

@cwMenuLeftMainNavigationBackgroundColorHover

This is the background color of the menu item in the main navigation menu when the cursor is hovered over it

@cwMenuLeftMainNavigationTextColorHover

This is the color of the text in the main navigation menu when the cursor is hovered over it

@cwMenuLeftMainNavigationTextColorActive

This is the color of the text in the main navigation menu when the menu item or one of its sub-menus is active

@cwMenuLeftMainNavigationBackgroundColorActive

This is the background colour of the menu item in the main navigation menu when the menu item or one of its sub-menus is active

@cwMenuLeftSubNavigationBackgroundColor

This is the background color of the navigation sub-menu

@cwMenuLeftSubNavigationTextColor

This is the color of the text in the navigation sub-menu

@cwMenuLeftSubNavigationBackgroundColorHover

This is the background color of the menu item in the navigation sub-menu when the cursor is hovered over it.

@cwMenuLeftSubNavigationTextColorHover

This is the color of the text in the navigation sub-menu when the cursor is hovered over it.

Drop-down Notifications

LESS Variable

Evolve Page Element(s)

Example

@cwNotificationMessageBackgroundColor

The background colour for notifications

@cwNotificationMessageTextColor

The text colour for notifications

@cwNotificationErrorBackgroundColor

The background colour for Error notifications

@cwNotificationErrorTextColor

The text colour for Error notifications

List Boxes

LESS Variable

Evolve Page Element(s)

Example

@cwListBoxPropertyHeaderBackgroundColor

The background color of the list box header

@cwListBoxPropertyHeaderTextColor

The color of the list box header text

@cwListBoxPropertyValueBorderColor

The color of the border surrounding the list box's content

Properties Group

LESS Variable

Evolve Page Element(s)

Example

 

@cwPropertiesTableHeaderBackgroundColor

The background color of the header on the Properties table

@cwPropertiesTableHeaderTextColor

The color of the text on the header on the Properties table

@cwPropertiesContainerBorderColor

The color of the Properties table's border

@cwEditPropertiesValueHoverBackgroundColor

The color of a data row in the properties table when the cursor is hovered over it

@cwEditPropertiesValueHoverTextColor

The color of text in a data row in the properties table when the cursor is hovered over it

 

Buttons

LESS Variable

Evolve Page Element(s)

Example

@cwButtonSubmitBackgroundColor

The background color of the submit button.

@cwButtonSubmitTextColor

The color of the text on the submit button.

@cwButtonSubmitBorderColor

The color of the submit button's border

@cwButtonTextColor

This isn't often used as the text on the buttons is hidden

@cwButtonBackgroundColor

The colour of the background for icons that appear in the top-right of the Evolve page

@cwButtonIconColor

The colour of icons that appear in the top-right of the Evolve page

@cwButtonBorderColor

The colour of the border for icons that appear in the top-right of the Evolve page

 

 

Accordions

LESS Variable

Evolve Page Element(s)

Example

@cwAccordionHeaderBackgroundColor

The background colour of accordion menu headers

@cwAccordionHeaderTextColor

The colour of the text on accordion menu headers

@cwAccordionHeaderHoverBackgroundColor

The background colour of accordion menu headers when a cursor hovers over it

@cwAccordionHeaderHoverTextColor

The colour of the text on accordion menu headers when a cursor hovers over it

Discussions

LESS Variable

Evolve Page Element(s)

Example

@cwDiscussionsBackgroundColor

The background color of the Discussions panel header

@cwDiscussionsTextColor

The text color of the Discussions panel header

World Map

LESS Variable

Evolve Page Element(s)

Example

@cwJVectorMapCircleBackgroundColor

The background color of circles that appear on vector maps

@cwJVectorMapCircleBorderColor

The border color of circles that appear on vector maps

@cwJVectorMapPathDefaultBackgroundColor

The default background color of a map vector

@cwJVectorMapPathDefaultBorderColor

The default border color of a map vector

@cwJVectorMapPathFilledBackgroundColor

The default background color of a filled map vector

@cwJVectorMapPathFilledBorderColor

The default border color of a filled map vector

@cwJVectorMapLabelTextColor

The color of the text on the map labels

@cwJVectorMapLabelBackgroundColor

The background color of the map labels

@cwJVectorMapIconLinesColor

The color of the + and - signs in the zoom icons

@cwJVectorMapIconBackgroundColor

The background color of the zoom icons

User Zone

LESS Variable

Evolve Page Element(s)

Example

@cwProfileTextColor

The color of the text in the user-area

Pop-ups

LESS Variable

Evolve Page Element(s)

Example

@cwPopupBackgroundColor

The background color of the left-hand-side pop-out menu

@cwPopupTitleBackgroundColor

The background color of the title on the left-hand-side pop-out menu

@cwPopupTitleTextColor

The color of the title text on the left-hand-side pop-out menu

Badges

LESS Variable

Evolve Page Element(s)

Example

@cwBadgeBackgroundColor

The background color of Badges

@cwBadgeTextColor

The color of the text that appears on Badges

Tasks & Notifications          

LESS Variable

Evolve Page Element(s)

Example

@cwWorkflowTaskListTaskActionsColor

The background color of the action panel associated with pending tasks

@cwWorkflowTaskApprovalApproved

The color of the task's approved tag

@cwWorkflowTaskApprovalRejected

The color of the task's rejected tag

@cwWorkflowDelegatedTaskColor

The color that highlights a task to signify that it has been delegated to you

@cwWorflowTaskBackgroundColor

The background color of a task

@cwWorflowTaskTextColor

The text color of a task

@cwWorflowNotificationBackgroundColor

The background color of workflow notifications

@cwWorflowNotificationTextColor

The text color of workflow notifications

@cwWorflowDueDateCalendarBackgroundColor

The background colour for calendars that appear next to tasks

@cwWorflowDueDateCalendarOverdueMonthTextColor

The colour of the month that appears on the calendar for tasks that are overdue

@cwWorflowDueDateCalendarDueBackgroundColor

The background colour on the calendar for tasks that are due

@cwWorflowDueDateCalendarOverdueBackgroundColor

The background colour on the calendar for tasks that are overdue

Global Search

LESS Variable

Evolve Page Element(s)

Example

@cwGlobalSearchFocusColor

The color of the text in the global search input field when the cursor is focused on it

 

@cwGlobalSearchTextColor

The color of the text in the global search input field

 

@cwGlobalSearchBackgroundColor

The background color of the global search input field

 

@cwGlobalSearchResultsTextColor

The color of the search results text

 

@cwGlobalSearchResultsBackgroundColor

The background color of the search results

@cwGlobalSearchResultShadowColor

The color of the shadow on the search results box

Top Bar

LESS Variable

Evolve Page Element(s)

Example

@cwTopBarHeight

The height of the top bar

@cwTopBarBackgroundColor

The background color of the top bar

@cwTopBarProfileLinkColor

The color of the profile links within the top bar

@cwTopBarProfileLinkHoverColor

The color of the profile links within the top bar when you hover over it

Home Page

LESS Variable

Evolve Page Element(s)

Example

@cwHomePageFavoriteIconBackgroundColor

The color of the favorite icons on the home page. Note that a 'lighten' filter is applied to each row of icons so it is recommended to choose a slightly darker color to begin with.

 

@cwHomePageFavoriteTextColor

The color of the text that appears on the favorite icons.

@cwHomePageRoleIconBackgroundColorHover

The color of the icon that appears on the favorite icons.

Side Menu

LESS Variable

Evolve Page Element(s)

Example

@cwMenuLeftSubNavigationBackgroundColorHover

The background color a sub-menu menu item when the cursor is hovered over it

@cwMenuLeftTabSelectedViewTextColor

The text color of a selected menu item

@cwMenuLeftTabSelectedViewTabSelectedTextColor

The text color of a selected tabmenu item

@cwMenuLeftTabSelectedViewTabSelectedBackgroundColor

The background color of a selected tab menu item

@cwMenuLeftTabSelectedViewTabTextColorHover

The text color of a selected tab menu item when the cursor is hovered over it

@cwMenuLeftTabSelectedViewTabBackgroundColorHover

The background color of a selected menu item when the cursor is hovered over it

@cwMenuLeftBorderColor

The color of the border that separates menu items on the left hand menu

@cwMenuLeftTabBorderColor

The background color of the left-hand menu pop-out tab

@cwMenuLeftToggleZoneBackgroundColor

The background color of the 'hamburger' menu-toggle icon

@cwSocialRatingStarBackgroundAndBorder

The background & border color of the Social Ratings section

Grids

LESS Variable

Evolve Page Element(s)

Example

@cwGridButtonsColor

The color of the grid buttons

@cwGridPaginationBackgroundColor

The background color of the pagination section of the grid

@cwGridColumnHeaderText

The color of the text in the grid header

@cwGridColumnHeaderBackground

The color of the grid header's background

Miscellaneous

LESS Variable

Evolve Page Element(s)

Example

@cwSiteSelectionTextColor

The color of the text that displays the site name

@cwButtonSelectedBackgroundColor

 

@cwButtonBoxShadowColor

The color of the shadow on the rounded buttons

@cwAccordionHeaderTextColor

The color of the title text on accordion menus

@cwDiscussionsBackgroundColorHover

The background color of the discussions icon when you hover the cursor over it

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