The Ontology feature is one of the most powerful features in WEM. It is very easy to use. The most common way the Ontology feature is used, is to define static pick lists. For example: if you need a field in your WEM application from which you need to select pre-defined options (a single- or multi-select data field), you can create a list of values that is stored in the Ontology. For more detailed information check our online documentation.

In this section we are going to add two fields to the CRM application:

  • One field that stores the ‘Business entity’ (e.g. Corporation (Corp.), Limited Liability Company (LLC), Limited Company (Ltd.), Besloten Vennootschap (BV).
  • One field that stores the ‘Industry’ a company operates in (e.g. Automotive, Banking, Information technology, Transport)

Create Ontology concepts

First go back to the Home tab of the modeler and click on Ontology.

Next click on New sibling in the top menu of the modeler. A new blue line below ‘Ontology’ appears with the cursor in it.

screenshot-ontology-2

Now enter the name ‘Business entity’.

Note: don’t press [Enter] at this point. Pressing [Enter] will create a new sibling and that is not the intention at this point. Pressing [Enter] when standing on a blue line, will create a new line at the same hierarchical level.

Next click on New child in the top menu of the modeler. A new blue line for a child appears. Here you can enter ‘Corporation (Corp.)’.

screenshot-ontology-3

Next create the following childs:

  • Limited Liability Company (LLC)
  • Limited Company (Ltd.)
  • Besloten Vennootschap (BV)
Note: now you can press [Enter] to create a new line at the same hierarchical level.

The result should look something like this:

screenshot-ontology-4

Use Ontology as a root concept in list

Next we are going to use the Ontology concept ‘Business entity’ from the previous section in the ‘Company’ Data model list.

Unfold the Data model by clicking on the [+] and click on the ‘Company’ list.

Create a New field of type ‘Single select’ by clicking on the New field button in the top menu of the modeler.

screenshot-ontology-5

Give the field the same name as the Ontology concept, so name the field ‘Business enitity’. Enter the technical name ‘Company.Business entity’.

screenshot-ontology-6

Next click on the Root concept (rootconceptbutton) button. A concepts window appears.

screenshot-ontology-7

Select the Ontology root concept ‘Business enitity’ and clickOk. The result should look something like this:

screenshot-ontology-8
screenshot-ontology-9

Use field with Ontology root concept in user interaction screen

We are going to use the previous created ‘Business entity’ field in the user interaction screens ‘Company overview’ and ‘Company details’.

Return to the ‘Company overview’ user interaction screen and add the ‘Business entity’ field to the datagrid. Move the field to column 5, so that the Delete button always stays in the last column (in this case column 6). To do so, click on the column of the ‘Business entity’ field and click on the green arrow to the left.

screenshot-ontology-10

The result should look something like this:

screenshot-ontology-11

Don’t forget to Save the template!

Next go to the ‘Company details’ user interaction screen and add the ‘Business entity’ field to the form. You can optionally move the field up or down the form with the green arrow in the properties pane of the form.

The result should look something like this:

screenshot-ontology-12

Note that the `Ontology’ concept items of the ‘Business entity’ are already visible in the template editor.

Save your template and preview your project.

Create ‘Industry’ pick list

In the previous sections we have created the Ontology concept ‘Business entity’. and used it within a Data model list and user interaction screens. We now can create a second field that stores the ‘Industry’ a company operates in (e.g. Automotive, Banking, Information technology, Transport), the same way as we did in the previous sections.

Follow the next steps:

  1. Create an Ontology root concept sibling named ‘Industry’. To do so, go to Ontology and click on New sibling in the top menu of the modeler.
  2. Create 4 childs beneath the root sibling: Automotive, Banking, Information technology, Transport. To do so, click on New child in the top menu of the modeler. You can press [Enter] to create a new child.
  3. Create a single select field in the ‘Company’ Data model list based on the Ontology root concept ‘Industry’. Give the field the same name as the Ontology root concept. Give a technical name ‘Company.Industry’.
  4. Add the ‘Industry’ field to the user interaction screens ‘Company overview’ and ‘Company details’.
refresh-button

Note: when the just added field is not visible in the `Data properties’ pane of the template editor, then you have to refresh the properties pane with the refresh () button on the top right side of the panel.

The results of the steps should look something like this:

screenshot-ontology-13
screenshot-ontology-14
screenshot-ontology-15
screenshot-ontology-16

 

screenshot-ontology-17
Don’t forget to Save the templates!

Test your application by previewing your project.

Next

In the next section we are going to integrate the application with external data. This is done by the Web services (consume) feature of WEM.

Back

You can also return to the tutorial of the basic application.

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Videos and images courtesy of WEM Modeler. © 2019. WEM Modeler.
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 +31 (0)20 240 21 20       


Videos and images courtesy of WEM Modeler.
© 2019 WEM Modeler.
SitemapPrivacy - Terms - Company