Template Panel: Difference between revisions
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A Template Panel is a special variant of a [[Panel]], which serves as a definition through which a large amount of [[Panel]]s can be created. They | A Template Panel is a special variant of a [[Panel]], which serves as a definition through which a large amount of [[Panel]]s can be created. They are not directly accessible to end-users, but allow for automation of [[Panel]] creation in the [[editor]]. | ||
==How Template Panels work== | |||
Template Panels are created like ordinary [[Panel]]s, and share most of their properties with those of ordinary [[Panel]]s. However, they cannot be displayed to or used by end-users directly. Instead, based on a Template Panel, an amount of [[Panel]]s can be generated automatically. These are known as Instanced Panels (or the Template Panel's instances), which function identically to regular [[Panels]], and have the same properties as the Template Panel at the time they are created. | |||
When a Template Panel is "applied", Instanced Panels are created for each [[Item]] of the specified type. Instanced Panels | A Template Panel is linked to a specific type of data, indicating for that data [[Panel]]s should be created. When a Template Panel is "applied", Instanced Panels are created for each [[Item]] of the specified type. Instanced Panels resulting from the Template Panel are placed in the [[3D Visualization]] matching the location of the [[Item]] it is applicable to. | ||
==When to use | When a Template Panel is linked to a specific type of data, filters can be added as well. This means Instanced Panels will only be created for the [[Item]]s matching the specified type which also have the specified [[Attribute]], or the specified relation to a [[Stakeholder]]. | ||
There are a number of use-cases for which Template Panels can be desirable. | |||
===Instanced Panels=== | |||
Instanced Panels are the automatically created [[Panel]]s resulting from applying Template Panels. They can be modified independently of their original Template Panels and of each other. A Template Panel can also be modified independently of its instances. It is only when the Template Panel is reapplied that its instances are affected. If the Template Panel had been applied before, any Instanced Panels previously created based on the same Template Panel are removed before creating the new Instanced Panels. This is also true if the Template Panel is changed to be applicable to a different type of data than its instances currently are. | |||
Note that it not recommended to edit individual Instanced Panels directly, nor to make changes to a Template Panel without applying it to create new Instanced Panels. | |||
==When to use== | |||
There are a number of use-cases for which the use of Template Panels can be desirable. Either to automate the process of [[Panel]] creation, or to provide multiple discrete [[Panel]]s where otherwise only a single could be defined. | |||
===Repeated data in project=== | ===Repeated data in project=== | ||
Individual [[Panel]]s can be created and | Individual [[Panel]]s can be created and made visible in the [[3D Visualization]], but depending on how many are desired this may be a lot of manual work. By using a Template Panel to automatically generate the desired [[Panel]]s, effort can be saved, changes can be applied to all instances more easily, and the appearance and effects of the [[Panel]]s remains more consistent. | ||
===Spatial data in Template Project=== | ===Spatial data in Template Project=== | ||
| Line 17: | Line 25: | ||
Template Panels can be used with the Web Interface to serve different information per user. | Template Panels can be used with the Web Interface to serve different information per user. | ||
When a Template Panel is used as part of a [[Web Interface]], either for a | When a Template Panel is used as part of a [[Web Interface]], either for a front-page or for custom HTML, an instance of the Template Panel is displayed. Specifically, the displayed instance is the one with an owner which matches the [[Stakeholder]] whom's [[Web Token]] was used to authenticate. | ||
==Types | ==Types== | ||
There are two types of template panels: | There are two types of template panels: | ||
{|class=wikitable | {|class=wikitable | ||
| Line 44: | Line 52: | ||
===Static properties=== | ===Static properties=== | ||
{{main|Panel#properties|Panel}} | {{main|Panel#properties|Panel}} | ||
Static properties are configured in the same way as for regular [[Panel]]s, and are used verbatim for the Template Panel's instances. | |||
; Dimensions and location | ; Dimensions and location | ||
: The dimensions and on-screen location of the Instanced Panel are identical to how the Template Panel is configured. | : The dimensions and on-screen location of the Instanced Panel are identical to how the Template Panel is configured. | ||
| Line 51: | Line 60: | ||
; Attributes | ; Attributes | ||
: The Instanced Panel has the same [[Attribute]]s as the Template Panel, which also includes the [[Attribute]]s affecting whether the [[Panel]] is {{linkappend|post= (Panel Attribute)|visible}}, requires {{linkappend|post= (Panel Attribute)|attention}}, and the {{linkappend|post= (Panel Attribute)|popup type}} model used to display the [[Popup]] of the [[Panel]] in the [[3D | : The Instanced Panel has the same [[Attribute]]s as the Template Panel, which also includes the [[Attribute]]s affecting whether the [[Panel]] is {{linkappend|post= (Panel Attribute)|visible}}, requires {{linkappend|post= (Panel Attribute)|attention}}, and the {{linkappend|post= (Panel Attribute)|popup type}} model used to display the [[Popup]] of the [[Panel]] in the [[3D Visualization]]. | ||
; Content | ; Content | ||
: The content of the Instanced Panel is the same as the Template Panel. If the content is text, the content is copied. If the content is an [[Excel]], the [[Panel]]s refer to same [[Excel]]. | : The content of the Instanced Panel is the same as the Template Panel. If the content is text, the content is copied. If the content is an [[Excel]], the [[Panel]]s refer to same [[Excel]]. Using [[Tag]]s or [[ID query (Excel)|ID queries]], the content of the panel can include data of the specific related [[Item]]. | ||
===Dynamic properties=== | ===Dynamic properties=== | ||
Dynamic properties of a Template Panel form a basis for how those properties are expressed in the resulting instances. | |||
[[File:panels-right-template-name.jpg|frame|right|Input field for the Template Panel name.]] | [[File:panels-right-template-name.jpg|frame|right|Input field for the Template Panel name.]] | ||
; Name | ; Name | ||
| Line 64: | Line 75: | ||
; Owner | ; Owner | ||
: If the Template Panel has no owner or a single specific owner, the Instanced Panels will all have no owner or the same owner respectively. By checking "Use Owner", rather than specifying a single [[Stakeholder]] for all instances, each [[Panel]] will be owned by the owner of the [[Item]] the Template Panel is applied to. | : If the Template Panel has no owner or a single specific owner, the Instanced Panels will all have no owner or the same owner respectively. By checking "Use Owner", rather than specifying a single [[Stakeholder]] for all instances, each [[Panel]] will be owned by the owner of the [[Item]] the Template Panel is applied to. | ||
{{clear}} | {{clear}} | ||
===Answers=== | ===Answers=== | ||
{{main|Answer (Panel)}} | {{main|Answer (Panel)}} | ||
Template Panels can be given {{linkappend|post= (Panel)|Answer}}s, which will cause its instances to also have the same {{linkappend|post= (Panel | Template Panels can be given {{linkappend|post= (Panel)|Answer}}s, which will cause its instances to also have the same {{linkappend|post= (Panel)|Answer}}s when the Template Panel is applied. However, if the {{linkappend|post= (Panel)|Answer}} has a related [[Event]] which has as a parameter the type of data which the Template Panel is applied on, the {{linkappend|post= (Panel)|Answer}} will automatically have the value for that parameter set to the [[Item]] which the instance is related to. For example, if the Template Panel is applied on [[Neighborhood]]s, and the {{linkappend|post= (Panel)|Answer}} features the NEIGHBORHOOD_SET_ATTRIBUTE [[Event]], each [[Neighborhood]] will have an Instanced Panel, the {{linkappend|post= (Panel)|Answer}} of which will affect that [[Neighborhood]]. | ||
==Targets== | ==Targets== | ||
[[File:panels-right-template-target.jpg|frame|right|Option for setting what type of [[Item]] to apply the [[Template Panel]] on.]] | |||
Template Panels can be applied to the following [[Item]]s: | Template Panels can be applied to the following [[Item]]s: | ||
* [[Area]]s | * [[Area]]s | ||
| Line 80: | Line 88: | ||
* [[Zone]]s | * [[Zone]]s | ||
* [[Building]]s | * [[Building]]s | ||
* [[Measure]]s | |||
* [[Net Cluster]]s | * [[Net Cluster]]s | ||
{{clear}} | |||
===Filters=== | ===Filters=== | ||
The creation of Template Panels can be restricted through the application of filters. Multiple filters are | The creation of Template Panels can be restricted through the application of filters. Multiple filters are available. | ||
====Relational filter==== | ====Relational filter==== | ||
For any given [[Item]], the [[Panel]] will only be created if the [[Stakeholder]] for the [[Panel]] also has the specified relation to the [[Item]]. | [[File:panels-right-template-relational.jpg|frame|right|Option for filtering based on the [[Item]]s relation to the [[Panel]]'s stakeholder.]] | ||
For any given [[Item]], the [[Panel]] will only be created if the [[Stakeholder]] for the resulting [[Panel]] also has the specified relation to the [[Item]]. This requires that the Template Panel has an owner configured. This can be either a specific [[Stakeholder]], or via the "Use owner" option. This can be used to selectively generate [[Panel]]s for only a specific [[Stakeholder]]. | |||
{{clear}} | |||
====Attribute filter==== | ====Attribute filter==== | ||
For any given [[Item]], the [[Panel]] will only be created if the [[Item]] has a specified [[Attribute]], regardless of the [[Attribute]]'s value. | [[File:panels-right-template-attribute.jpg|frame|right|Option for filtering relevant [[Item]]s based on the presence of an [[Attribute]].]] | ||
For any given [[Item]], the [[Panel]] will only be created if the [[Item]] has a specified [[Attribute]], regardless of the [[Attribute]]'s value. This can be used to create [[Panel]]s only for specifically indicated [[Item]]s. | |||
{{clear}} | |||
== | {{article end | ||
* [[How to add a Template Panel]] | |notes=* If the Template Panel has been applied previously, and instances of it exist in the [[Project]] which do not currently meet the configured filters, those instances will be removed as well when the Template Panel is reapplied. | ||
|howtos=* [[How to add a Template Panel]] | |||
* [[How to remove a Template Panel]] | * [[How to remove a Template Panel]] | ||
* [[How to configure a Template Panel]] | * [[How to configure a Template Panel]] | ||
| Line 104: | Line 116: | ||
* [[How to create a panel for each Item visible only to its owner]] | * [[How to create a panel for each Item visible only to its owner]] | ||
* [[How to create a panel for each Item owned by a specific stakeholder]] | * [[How to create a panel for each Item owned by a specific stakeholder]] | ||
|seealso= | |||
* [[Panel]] | |||
* [[ID query (Excel)]] | |||
* [[Tag]] | |||
}} | |||
{{Panel nav}} | |||
Latest revision as of 12:13, 23 February 2023
A Template Panel is a special variant of a Panel, which serves as a definition through which a large amount of Panels can be created. They are not directly accessible to end-users, but allow for automation of Panel creation in the editor.
How Template Panels work
Template Panels are created like ordinary Panels, and share most of their properties with those of ordinary Panels. However, they cannot be displayed to or used by end-users directly. Instead, based on a Template Panel, an amount of Panels can be generated automatically. These are known as Instanced Panels (or the Template Panel's instances), which function identically to regular Panels, and have the same properties as the Template Panel at the time they are created.
A Template Panel is linked to a specific type of data, indicating for that data Panels should be created. When a Template Panel is "applied", Instanced Panels are created for each Item of the specified type. Instanced Panels resulting from the Template Panel are placed in the 3D Visualization matching the location of the Item it is applicable to.
When a Template Panel is linked to a specific type of data, filters can be added as well. This means Instanced Panels will only be created for the Items matching the specified type which also have the specified Attribute, or the specified relation to a Stakeholder.
Instanced Panels
Instanced Panels are the automatically created Panels resulting from applying Template Panels. They can be modified independently of their original Template Panels and of each other. A Template Panel can also be modified independently of its instances. It is only when the Template Panel is reapplied that its instances are affected. If the Template Panel had been applied before, any Instanced Panels previously created based on the same Template Panel are removed before creating the new Instanced Panels. This is also true if the Template Panel is changed to be applicable to a different type of data than its instances currently are.
Note that it not recommended to edit individual Instanced Panels directly, nor to make changes to a Template Panel without applying it to create new Instanced Panels.
When to use
There are a number of use-cases for which the use of Template Panels can be desirable. Either to automate the process of Panel creation, or to provide multiple discrete Panels where otherwise only a single could be defined.
Repeated data in project
Individual Panels can be created and made visible in the 3D Visualization, but depending on how many are desired this may be a lot of manual work. By using a Template Panel to automatically generate the desired Panels, effort can be saved, changes can be applied to all instances more easily, and the appearance and effects of the Panels remains more consistent.
Spatial data in Template Project
When using the Project as a Template, Template Panels can be easily applied to data in the Project, reducing the amount of time it takes to configure a Project based on a Template "out-of-the-box". In fact, after creating a new Project based on a Template, Template Panels are applied automatically.
Web Interface
Template Panels can be used with the Web Interface to serve different information per user.
When a Template Panel is used as part of a Web Interface, either for a front-page or for custom HTML, an instance of the Template Panel is displayed. Specifically, the displayed instance is the one with an owner which matches the Stakeholder whom's Web Token was used to authenticate.
Types
There are two types of template panels:
| Type | Instantiates | Behavior |
|---|---|---|
| Text Template Panel | Text Panel | Each Instanced Panel has its own discrete copy of the text content of the Template Panel. When the text of the Template Panel or any of its instances are changed, it is only changed for that Panel, and not for any of the other Panels. |
| Excel Template Panel | Excel Panel | Each Instanced Panel is connected to the same Excel definition as the Template Panel. Each Instanced Panel has its own individual copy of the Excel, and when the definition of the Excel if updated, the Instanced Panels automatically have their copy of the Excel updated as well, if they still reference the definition which is now updated.. |
Properties
The properties of Template Panels are generally the same as the properties of regular Panels. When the Template Panel is applied, its instances are mostly given the same properties and values as the Template Panel. These are considered "static" properties. A number of properties of the Template Panel can cause the Instanced Panels to have differing properties. These properties are considered "dynamic" properties.
Properties are duplicated from the Template Panel to the Instanced Panel when the Template Panel is applied. After that, the properties of the Instanced Panels exist independantly of the Template Panel.
It is possible to edit the properties of Instanced Panels in the same manner as editing the properties of regular Panels. However, this is not recommended, as the changes will be undone when the Template Panel is reapplied.
Static properties
- Main article: Panel
Static properties are configured in the same way as for regular Panels, and are used verbatim for the Template Panel's instances.
- Dimensions and location
- The dimensions and on-screen location of the Instanced Panel are identical to how the Template Panel is configured.
- Overlay
- Which Overlay to display when the Panel is opened is identical to how the Template Panel is configured.
- Attributes
- The Instanced Panel has the same Attributes as the Template Panel, which also includes the Attributes affecting whether the Panel is visible, requires attention, and the popup type model used to display the Popup of the Panel in the 3D Visualization.
- Content
- The content of the Instanced Panel is the same as the Template Panel. If the content is text, the content is copied. If the content is an Excel, the Panels refer to same Excel. Using Tags or ID queries, the content of the panel can include data of the specific related Item.
Dynamic properties
Dynamic properties of a Template Panel form a basis for how those properties are expressed in the resulting instances.
- Name
- The name of the Instanced Panel is a combination of the Template Panel and the name of the data it is applied to, of the form "Template Panel Name: Item Name".
- Owner
- If the Template Panel has no owner or a single specific owner, the Instanced Panels will all have no owner or the same owner respectively. By checking "Use Owner", rather than specifying a single Stakeholder for all instances, each Panel will be owned by the owner of the Item the Template Panel is applied to.
Answers
- Main article: Answer (Panel)
Template Panels can be given Answers, which will cause its instances to also have the same Answers when the Template Panel is applied. However, if the Answer has a related Event which has as a parameter the type of data which the Template Panel is applied on, the Answer will automatically have the value for that parameter set to the Item which the instance is related to. For example, if the Template Panel is applied on Neighborhoods, and the Answer features the NEIGHBORHOOD_SET_ATTRIBUTE Event, each Neighborhood will have an Instanced Panel, the Answer of which will affect that Neighborhood.
Targets
Template Panels can be applied to the following Items:
Filters
The creation of Template Panels can be restricted through the application of filters. Multiple filters are available.
Relational filter
For any given Item, the Panel will only be created if the Stakeholder for the resulting Panel also has the specified relation to the Item. This requires that the Template Panel has an owner configured. This can be either a specific Stakeholder, or via the "Use owner" option. This can be used to selectively generate Panels for only a specific Stakeholder.
Attribute filter
For any given Item, the Panel will only be created if the Item has a specified Attribute, regardless of the Attribute's value. This can be used to create Panels only for specifically indicated Items.
Notes
- If the Template Panel has been applied previously, and instances of it exist in the Project which do not currently meet the configured filters, those instances will be removed as well when the Template Panel is reapplied.
How-to's
- How to add a Template Panel
- How to remove a Template Panel
- How to configure a Template Panel
- How to create deviating behavior for a single instance of a Template Panel
- How to create prevent the creation of a single instance of a Template Panel
- How to create a Panel for each of an Item type
- How to create a Panel for some of an Item type
- How to create a panel for each Item visible only to its owner
- How to create a panel for each Item owned by a specific stakeholder
See also