Creating Managed Graphs


Managed Graphs allow business logic to be shared with users within your organization and within child organizations. The content within a managed graph is locked and cannot be edited by users of the graph. If you are building a managed graph, please ensure to follow the below best practice: 

  1. The Managed Graph need to be built in a separate project from any of the projects in which it is going to be used
  2. There cannot be any schema overlap by name in the Managed Graph. Xponent will be rolling out the fix to separate the Managed Graph schema and the Calling Graph schema in Q1 2020
  3. In the January 2020 release, Xponent has addressed the separation of Public Variables between the Managed Graph and the Calling Graph. It is advisable for you to review your current use of Managed Graph and ensure that you are separating out the Public Variable as a result of this fix 

Managed Graphs are graphs with parameters which may or may not have connections. Managed Graphs have multiple versions and new versions can be published at any time. Any user of a Managed Graph will be given the option to update - Managed Graphs will not change automatically in projects without a user action. This allows testing to be performed as the user is conscious of the change. 

In order to be able to create a Managed Graph you need to be a Xponent OEM partner. Please contact your Xponent representative if you are interested in using this feature. Anyone can use a Managed Graph that is available to them in the Create New window.

Creating a Managed Graph 

Managed Graphs are created via the Share button in the top right of the graph window. 

The Share Graph window gives the option to share as a Graph Templates or as a Managed Graph.  

  • Choose Managed Graph from the Type menu
  • Enter a name for the Managed Graph 
  • Choose a single graph from the graphs shown below
  • Enter the Description and Change Log texts in the right hand panel - you can also edit this later in the Admin window

The Description and Change Log windows accept Git Hub style Markdown Syntax which is a simple way to use plain text to create structured documentation. 

In the Description box it is best to use a smaller heading level. Heading level 3 ```###``` is small enough to ensure that the text is not too large. In the Change Log box no heading is usually required. 

The Description and Change Log information will be shown as hover text over a Managed Graph node. 

Updating A Managed Graph 

To update a Managed Graph choose the Share Graph menu item and then: 

  • Choose Managed Graph from the Type menu
  • Choose the existing Managed Graph from the Select the Managed Graph to Update menu 
  • Choose a single graph from the graphs shown below
  • Update the Description and Change Log texts in the right hand panel - you can also edit this later in the Admin window

This will publish a new version of the managed graph. The Change Log should be used to convey the changes that have been made in this version of the graph. 

Updating A Managed Graph in the Admin Screen

The Managed Graph Description and Change Log information can also be edited in the Admin screen under the Managed Graph's section for the organization: 

This route also allows the icon to be changed as with Graph Templates

Viewing a Managed Graph

Manage Your Graph Templates

There are two areas within Journey Hub where you can manage your journey map and graph templates and managed graphs: Admin and Library tabs.

Library

Library houses all the journey and graph templates and managed graphs that are created in your organization. Clicking into Library, there are two sections - Templates and Managed Graphs.

Templates is where all the created journey map templates and graph templates exist. Journey Map templates will be at the top, followed by the Graph templates. These templates are viewable only. Managed Graphs section is where you will find all the managed graphs created in your organization. This is a read only view.


Privacy Policy
© 2022 CSG International, Inc.