The HTMLdesktop-template is used to configure the content shown on a desktop on the collaboration platform on the web.
The content on a desktop is composed of HTMLTiles, and it is possible to specify filters for role and configuration.
The HTMLdesktop(s) are published to the web via the HTMLPublisher when they are included on the “Personal Page” tab (see below). It is also in the publisher where it is possible to set filters for role and configuration for the desktops.
The HTML Dashboard template is used to configure the dashboards introduced in QualiWare 10.8.
The Dashboard is setup up through a HTMLTemplateDefinition’s Dashboard tab:
It is possible to have multiple Dashboards. In this case they will appear in the selection in the web:
The Dashboard-template contains a collection of DashBoardItems-templates.
Furthermore, the Dashboard contains a Settings tab where the Dashboard can be adjusted.
Each DashBoardItems contain 2 tabs relevant for configuring their behaviour.
HTMLDashboard tab:
… And Custom Configuration
The Dashboard Setting tab contains the setting following table:
Background: You can insert any HTML color, HEX or RGB. This field behaves like color in CSS.
Examples: rgb(204, 255, 229) #E5FFCC PaleGreen
minWidth and maxWidth: The dimensions of the dashboard.
minRow and column: minimum rows amount and columns
cellHeight and CellHeightThrottle: cellHeight- one cell height (default?: ‘auto’). Can be:
CellHeightThrottle: throttle time delay (in ms) used when cellHeight=’auto’ to improve performance vs usability (default?: 100).
marginTop, marginBottom, marginLeft, marginRight and marginUnit:
The margins can be set with integers or strings. Use marginUnit to define the unit. Example of units: “px” and “em”.
float: enable “floating” items (default: false). Enabling this allow items to be anywhere on the page.
When true:
When false, items “fall upwards” and stack:
animate: turns animation on to smooth transitions (default: true). This is used when editing the layout when items swap places.
placeholderText: placeholder default content (default: ‘MOVE HERE’). This is shown when user is in edit mode and dragging the items:
rtl: “Right To Left”, Possible values are true, false, ‘auto’. This value has no effect.
In QualiTube, you can find videos about how to configure the Dashboards
The HTML Dashboard Item template is used in the HTML Dashboard template to configure the dashboards introduced in QualiWare 10.8.
The DashboardItems can show many types of data in different ways which makes them a flexible tool.
The icon source attribute allows you to select from a predefined list of symbols that are available for use.
Please refer to the DashboardItem Icon Source Cheat Sheet in the Appendix (below) for the keyword mapping list. The Method attribute (combined with the Parameters and Reference Link(s) attributes) determine the behaviour of the DashboardItem.
It is possible to use a custom icon on a DashboardItem. The URL can be any image file supported by browsers and it must be fetched through HTTP/s protocol.
Put the image file in the GeneratedHTML folder in your IIS-application. In this example I have put the image into the Images-folder.
Using the ContexInfo-method will display information about the object.
It is set up in the following way:
Alternatively, it is possible to display the content of an already existing HTMLContentTable:
Using the ObjectLink will open the object directly.
Example of using the ObjectLink-method to open a report:
RASCI is not configurable.
Example of RASCI:
The TableOverView – Context-method is used to display a list of objects based on a GenericQuery.
Examples:
It is set up in the following way:
The reference Link(s)-object is a generic query showing data about a collection of objects.
The parameter is HTMLParameter containing a mapping string. The mapping will only change the label shown on the web page.
If the HTMLParameter is empty the count of different templates will be hidden:
Example of empty parameter:
The HierarchyView-method will show the Hierarchy based on the HierarchyView-object in the Reference Link(s).
Example:
It is not possible to configure the HierarchyViews presentation on the DashboardItem.
| (Empty) |  |
Ability |  |
Approve |  |
| Capability |  |
Change |  |
Chart |  |
| Collaboration |  |
Comment |  |
Context |  |
| Cost |  |
Cycle |  |
Dashboard |  |
| Deleted |  |
Edit |  |
Feedback |  |
| Heatmap |  |
Highlight |  |
Image |  |
| Improvement |  |
Information |  |
Items |  |
| Link |  |
List |  |
People |  |
| Plan |  |
Process |  |
Query |  |
| Rating |  |
Report |  |
Risk |  |
| Score |  |
Spreadsheet |  |
Visualization |  |
In QualiTube, you can find videos about how to configure the Dashboards
The HTMLVisualizerFilter template is used to create customized filter(s) to use in the 3D Visualizer on the web.
Click “Add Templates” to select the templates to be included in the filter.
Click “Add Relation” to insert the relation to be included in the filter.
Once a HTMLVisualizerFilter is created it becomes available in the Explore and Local Explore menu.
Settings for the HTMLContextMenuItem
(relevant from version 10.2)
HTMLContextMenuItem sample:
Context menu item
List of items to who in the context menu
Menu Image:
Not supported
Role access
General role access for all items in the context menu.
Context menu items
The context menu supports GovernanceStateFeature and HTMLContextMenuItem. Adding a GovernanceStateFeature means adding an action to the context menu. Adding a HTMLContextMenuItem will create a sub menu in the context menu.
Context
Role
Condition
Sample list of context menu items containing one sub menu and several items with conditions set:
Settings tab on HTMLContextMenuItem
The settings defined on this tab will apply to the whole context menu. If a HTMLContextMenuItem is used as a sub menu, then only Visual name is used.
Visual name
Active on
Icon on web
Target
A notification template is used for sending standard emails and notifications on the QualiWare app. – and with GovernanceGetMethods the data can be dynamically taken from the relevant object.
Type: Check if the notification is an email of notification in mobile App
Priority: Priority set on the email
Condition: It is possible to add a condition (or a list of conditions) that needs to evaluate to true before the notification is send.
To: Who is the receiver of the notification – it can be a static written email or use a GovernanceGetMethod
Subject: What is the subject header of the email notification – GovernanceGetMethod can be used again to retrieve data dynamic from the object
Message: Text of the email notification– GovernanceGetMethod can be used again to retrieve data dynamic from the object
Signature: Signature on the email
There is a whole set of Governance Get Methods included in the available standard governance workflows.
Right click to insert a governance get method in the text in an email field.
Once you have selected “Insert Dynamic Value” a list of GovernanceGetMetods come up, and you can select the method.
If you have expanded the text editor (F8), you can right-click and select “Insert Link” to choose the GovernanceGetMethod.
Mail Setup: You setup the mail in the QEF Admin Console and insert it into this field.
Email Domain Filter: If you want to filter which emails it is allowed to send to, select the Domains here.
Delivery Options:
The ModelPresentation is an attempt to make it easier for the end-user to understand the meaning of the model when viewing it on the Web.
The ModelPresentation consists of a series of models or model parts shown in a sequence on the web. The sequence may include pictures, sound, video or text to explain the view of the model.
From the main settings, you can configure the scope of the presentation:
Once the ModelPresentation is created and associated with e.g. a diagram in the “Relevant for”, the presentation becomes available on the web, as a tab in the classic view.
The presentation gives the user a standard set of “video control buttons”, so it is possible to jump forward, backward, stop the automatic sequencing of pictures and so on.
This example shows a definition of a ModelPresentation that fades through the all revisions of the BusinessProcessNetwork.
The custom selection is a selection of diffrent models, which can be shown in the model presententer in relation to content selected in the “Relevant for”:
Another example of a ModelPresentation is the illustrated walkthrough of a diagram. Here it is a CustomerJourneyMap that shows the journey of a persona interacting with our enterprise. Each interaction is illustrated by a TouchPoint, and the ModelPresentation includes real life explanation, photos, etc. to illustrate the journey.
As illustrated in the example above with the customer journey, it is possible to show pictures and video associated to the object.
You can specify what attributes should be shown where in the “Attributes” tab.
You specify the layout of the presenter on the “Layout” tab.
The HTMLTile template is used on one or more HTMLDesktop(s) on the collaboration platform.
It is possible to configure the appearance and nature of the tile via the HTMLTile-template.
Among many things you can specify the title, color, size, description text, as well as link it to other content in the repository, e.g. a diagram or a HTMLQueryResultView.
Example of a tile on the web:
The HTML template definition defines how and what information is displayed on the web for each template-type.
In QualiWare 10.8 a new Dashboard layout has been introduced. You can create one or multiple dashboard(s) for a diagram template-type. The dashboard(s) are associated on the Dashboard Tab:
The Dashboard are configured using the templates:
The “Left”, “Center” and “Right” tabs specifies the content on the classic diagram workspace, shown on the example below.
The left window (1) of a diagram workspace is configured on the Left tab, using HTMLContentBox and other HTML-templates:
The Center tabs (2) of a diagram workspace in configured on the Center tab, using HTMLContentTab and other HTML-templates :
The right window (3) of a diagram workspace is configured on the Right tab, using HTMLContentBox and other HTML-templates :
On the Analytics tab, you can configure which “Social Behavior Warehouse” tabs should be available on the model.
The Behavior tab, specifies the behavior of a template, e.g. how should a link to an object of the template behave when clicked.
Target: This is how the link will open when clicked.
Title: This specifies what should be shown as the title of the object being shown.
Popup settings:
JumpOnLink: JumpOnLink functionality can be used to forward the user if certain criteria are met. This is typically used when e.g. a BusinessProcess can be broken down in to subprocesses. It allows the user to jump directly to one of the subprocesses without having to open the properties of the BusinessProcess first.
Tooltip settings: The tooltip is used to display information about the object when a user hovers the object link.
Example of a BusinessProcessNetwork tooltip appearing when a BusinessProcessNetwork is hovered on the web.
App settings:
OnClick
On the Smart Capture tab, you can link Model Generator Settings to the template definition. The settings are used for the table to model feature in the web-modeler (introduced in QualiWare 10.8).
Table-to-model
Once you have made changes to the template, you should click “Apply” and “Publish” to implement the changes on the Web.
The HTMLTemplateDefinitions are included in the HTMLPublisher.
The HTMLPublisher Template contains all settings regarding the configuration of the Web. It collects all the settings for the collaboration platform on the web.
The HTML publisher setting can be accessed in QLM via the HTML icon on the Standard toolbar in QLM.
or by using the shortcut CTRL+H.
The HTMLPublisher collects all settings for the web.
From the HTMLPublisher tab, it is possible to specify:
The Model Generator Settings for the table to model feature in the web-modeler (introduced in QualiWare 10.8) is setup through Smart Capture Settings tab:
