The GovernanceBoolList is used in relation to a GovernanceWorkflow e.g. to specify a set of conditions for a GovernanceTransition to take place.
The GovernanceBoolList returns either true or false and can be used to tell:
A GovernanceBoolList can contain several GovernanceBoolMethods, and if just one returns false the Condition will return false.
The GovernanceActionList or a single GovernanceActionMethod is used in relation to a GovernanceWorkflow and can be activated when doing a transition (GovernanceTransition/GovernanceConditionalMessage) either before (pre) or after (post).
It can also be activated when an event happens (GovernanceEventMessage).
Short description: Here you give a short description of the GovernanceActionMethod. This should be able to give the user an overview of the feature.
Condition: Contains a GovernanceBoolList or GovernanceBoolMethod (the action will not run if it does not evaluate to true).
Verify: Verifies the Method. If the action is verified, today’s date, OK checkmark, and a “Method OK” will be filled out.
Is check method: Indicates if the action should check specified conditions on the object or if the action should be run on the object.
Method actual name: The name of the C# function to run. There is a set of predefined methods available.
It is also possible to define a custom function.
You can click the icon to get some help to the selected Method.
Level: In case an error occurs during action execution, this is the error level to be used to inform the user.
Parameter: Corresponding parameters – predefined for the current possible methods.
For most of the methods there are some parameters that can be set. Right click in the window and select: “Add Parameters…” to get the list of parameters.
The parameters are predefined for the GovernanceActionMethods in the standard GovernanceWorkFlow, but can be configured/customized.
For some methods Relations and Template filter and/or Attributes to be checked can be added as Parameters.
Each of the Predefined GovernanceCheckMethods – when the action is not a check method is explained in the following table. Where available the standard parameters are shown for each of the methods. Note that each of the Values needs to be specified, see below.
| Method | Description |
| SetObjectAttributeList | Set one or more attributes on the object. |
| SetAttributeListByRelation | Set one or more attributes on objects related to the current object. E.g. content of a diagram. |
| Approve | This will approve the object. Parameters control if content of models should be approved along with the parent model. If content will be approved along with the parent, it is also possible to define if content controlled by GWE will follow the parent or follow its own GovernanceWorkFlow. |
| Promote | This will promote the object. Parameters control if content of models should be promoted along with the parent model. If content will be promoted along with the parent, it is also possible to define if content controlled by GWE will follow the parent or follow its own GovernanceWorkFlow. |
| CreateNewRevision | This will create a new revision of the object. Parameters control if object should be published. |
| FreezeObject | Freezes the object (it will be readonly). (No parameters to be set) |
| CreateAcknowledgeList | Creates an AcknowledgeList for the object. (No parameters to be set) |
| CreateLanguageVariants | Creates a LanguageVariant for the object. (No parameters to be set) |
| ApproveByRelation | Performs approve routine according to the relations |
| PromoteByRelation | Performs promote routine according to the relations |
| NewRevisionByRelation | Creates a new revision for all objects according to the relations |
| FreezeByRelation | Freeze all objects in accordance to the relations |
| AcknowledgeListByRelation | Create acknowledge list or all objects according to the relations |
| PublishContent | Publish current content. |
| PostByRelation | Post for all objects according to the relations. |
| EventActionByRelation | Send an Event Action for all objects following relation. |
| ResetCanApprove | Reset CanApprove for the current object. (No parameters to be set) |
| ResetCanApproveByRelation | Reset CanApprove for all objects following relation. |
| EmailAllParticipants | Send an email to all participants. |
| GlobalUpdateParticipantList | Update the participants list |
| GlobalAcknowledgeListChange | Execute a global acknowledge list change |
| GlobalCheckAcknowledgementSLA | Perform a SLA check on acknowledgement |
When the check box ‘Is check method’ is enabled the predefined methods for a check are shown. See in the image below.
| Method | Description |
| CheckAttributeList | Performs a list of check in some attributes for the object. |
| CheckAttributeListByRelation | Performs a list of check in some attributes for all object following a relation for a specific template |
| CheckUnableToUpdateObject | Will give a message to the user, when the object cannot be updated (No parameters to be set) |
| CheckChangesOnAttrList | Returns error message if attribute is not changed with a change event. |
| CheckUnableToUpdateContent | Will give a message to the user, when some of the content on a diagram cannot be updated (No parameters to be set) |
| IsStateByRelation | Checks if object is in a target state and returns error if not. (TemplateFilter can be removed if not required.) |
| DoCompareDate | Returns an error message if the dates do not respect the condition. |
Some of the Method have parameters that can be specified.
Right click in the window to “Add Parameters…”
Once a parameter is added, you can click on the three dots in the Value column to choose from the menu.
The value can be a custom input or one of the predefined. Generic Content gives the choice of checking if the attribute is empty or not empty. Object Attribute gives you a list of attributes on the chosen object. Governance Attributes are governance specific values. explained in the table below.
Note the list of available Governance Attributes depends on the method.
| GovernanceAttribute | Description |
| GovernanceCurrentState | Check the current State-object that the object is in (returns the State object) |
| GovernanceStatus | Check the current status of the object (returns a string with the status) |
| GovernanceMessageComment | The message written when a user does the transition is returned |
| GovernanceNextApprover | Check the approver of the next governance state |
| GovernanceOnStatusSince | The date for when the object got into its current state (used for calculating how long it takes to changes states for analytics and governance history) |
| GovernanceDateLimitOnState | The limit on state is calculated from the set SLA and time limit set for each state |
| GovernanceCycleOwner | Checks the cycle owner of the object |
| GovernanceCycleCount | The cycle count of the governance flow |
| GovernanceRecyclingCount | The workflow can be setup to count the number of rewinds is being done (requires a configuration of the standard workflows) |
| GovernanceWarningDate | Checks the warning date |
| GovernanceLimitDate | Checks the limit date |
| GovernanceSLA | Checks the SLA value |
| GovernanceSignatureDone | Checks the number of signatures |
| GovernanceSignatureMissing | Checks the missing signatures |
| GovernanceSignal | Check the governance signal |
The GovernanceActionList or a single GovernanceActionMethod is used in relation to a GovernanceWorkflow and can be activated when doing a transition (GovernanceTransition/GovernanceConditionalMessage) either before (pre) or after (post).
It can also be activated when an event happens (GovernanceEventMessage).
A GovernanceActionList can be composed of one or more GovernanceActionMethod(s) and NoticationTemplate(s).
The Generic Table Interface enables import or export data to and from QualiWare.
It is possible to import data from multiple sources as instances of templates within QualiWare.
The GenericTableInterface template can import and export to Delimited text files such as a comma-separated values (CVS).
See Guide to Generic Table Interface for details.
The ActiveDirectorySyncSetup template is a system template previously used to synchronize objects between the active directory and QLM. This however is now done in QEF or via the tools menu:
The Acknowledge list function enables you to keep track of and document which of your employees have read which relevant documentation.
An acknowledge list is used to select a group of people who must digitally acknowledge that they have read or studied specific sets of documentation. This can for example be a diagram, a document, or a set of regulations. An acknowledge list can be a one to one or a many to many relationships between objects and people. This means that you can have several people, InterestGroups, OrganizationalUnits or several objects listed in the same acknowledge list.
Once a user is assigned to acknowledge an object, the user will get a govenance task, and an “Acknowledge” action-button is shown in relation to e.g. the Diagram:
The Acknowledge history can be seen on the “Acknowledge History” tab:
A user can access their ackowledge task(s) via their “My task” action button in the top right
And from their “To Do list” from the desktop.
Purpose: The purpose of the Governance Workflow template is to enable tailored governance solutions for the objects in your repository.
Core concerns: The Governance Workflow template enables you to model Governance Roles and Governance States. The Governance States are placed inside a Governance Role (just like a workflow diagram) and are connected by Governance Transitions, Governance Conditional Messages, and Governance Event Messages.
Below, you can see an example of a Governance Workflow:
The green arrows symbolize a Governance Transition towards the approval of an object while the red arrows symbolize a Governance Transition towards the development state of an object. The blue arrows are Governance Conditional Messages. While the broad, dark green arrows are the preferred Governance Transition, the lighter green colored arrows are alternate routes to the approved state.
Relation to other templates: The Governance Workflow template is a template that can be applied to any of the published objects or diagrams in the repository.
Properties and metadata: The Governance Workflow template can for example retain the following information:
Purpose: The purpose of the HTML Dialog Layout template is to enable the organization to tailor the objects Dialog Layout on the collaboration platform.
Core concerns: The HTML Dialog Layout template enables you to model HTML Dialog Layout, HTML Dialog Fields, HTML Dialog Groups and HTML Dialog Text. Using these elements, you can design the content of your dialogs. Below you can see an example of a Dialog Layout for a Business Process Network:
Relation to other templates: The HTML Dialog Layout template is, like the other HTML templates, a tool for creating a fully tailored collaboration platform that meet the needs of the specific organization. As such it is related to HTML Mega Menu, Generic Query and Query Design.
Properties and metadata: The HTML Dialog Layout template can for example retain the following information:
The above picture shows the properties dialogue window for the HTML Dialog Layout template, where you can view and edit the diagram’s properties in QualiWare Lifecycle Manager.
The access tab is used to specify which dialog description to use for any situation.
It is possible to set up multiple customization if needed.
From QualiWare 10.5 it is possible to have two versions of a form to edit objects from the web, a Simple and an Advanced form. If you specify the simple form, the advanced form will automatically be generated. The “advanced” form that has the full metamodel for our object (all tabs and all attributes). (see more details in the release note for QualiWare 10.5).
Purpose: The purpose of the HTML Mega Menu template is to enable the tailoring of the left menu on the collaboration platform.
Core concerns: The HTML Mega Menu template enables you to build the left menu using HTML Mega Menu Items, which can be layered. The example below shows how a menu looks in our modelling tool:
The screenshots below show how a menu can look on the collaboration platform and how the sub-menus are shown:
The left menu can be configured for differently for diffrent roles. The left menu can be modelled in 3 levels:
The HTMLMegaMenu is composed of HTML Mega Menu Items.
The Mega Menu is published to the Web via the HTML Publisher.
Relation to other templates: The HTML Mega Menu is related to the other HTML templates such as Generic Query, HTML Dialog Layout and Query Design.
Properties and metadata: The HTML Mega Menu template can for example retain the following information:
The above picture shows the properties dialogue window for the HTML Mega Menu template, where you can view and edit the diagram’s properties in QualiWare Lifecycle Manager.
Purpose: The purpose of the Query Design template is to enable easy design of Generic Queries.
Core concerns: The Query Design template enables you to model Object Queries and Relation Queries into Generic Queries. When creating a Query Design, a Generic Query will be generated automatically and appear graphically on the diagram as a white triangle in a green circle – see the model below:
Relation to other templates: The Query Design template is used to generate Generic Query templates which can be used in creating Report Definitions, Spreadsheets and HTMLQueryResultViews.
Properties and Metadata: The Query Design Template can for example rentain the following information:
The above pictures show the properties dialogue window for the Query Design Template where you can view and edit the diagram’s properties in QualiWare Lifecycle Manager
You can see an example of a Query Design in the QualiTube sections, where there is a video on Composity Query Design.
Read more about Query Design and GenericQuery here.