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| Field | Description | ||||
|---|---|---|---|---|---|
| Basic Settings | |||||
| Name | The name of the stream view. By default, a space will be included before each capital letter. For example, the name CustSpendAverage will be displayed in the column heading as Cust Spend Average. | ||||
| Display Type | A number of chart types are available:
| ||||
| Default Sort Order | If specified, the default order in which data should be displayed. See Stream View Sort Order. | ||||
| Default Filter | Any filter on the stream can be selected as the default filter for this view. | ||||
| Background Filter | Any filter on the stream can be selected as the background filter for this view. When the user opens this view the background filter is applied first and any other filter applied to the view (either specifically created/selected by the user or automatically applied as the default filter described above) applied on top of the background filter. | ||||
| Default Action | The action that will be applied when users double-click on a row in a data grid. Often this is an update action - that allows users (if they have permissions to run the action) to update the record. But you can make this open a read-only detailed view of the record if that is more useful for most users. See Action. | ||||
| Drag Type | The drag type that will be used when dragging data from this stream view. See Drag Type. | ||||
| Enable Filter Picker | Tick this box to allow the filter picker to be used for filters created for this stream view. See Using Filters. | ||||
| Form View | Tick this box to make this a form view. This can be used to accepting input from a user, for an insert or update action. | ||||
| Include History Records | Tick this box to include audit records in the Stream View data. If set, superseded records will be identified by a grey background on the grid row. If not set, superseded records will be filtered out. | ||||
| Pivot Details | |||||
| This section only appears for pivot views. See 1456963891 Pivot Views, below. | |||||
| View Attributes | |||||
A list of attributes displayed in the view, or to build a chart. Press For each attribute, the following fields are shown: | |||||
| Order | The order in which the attributes will appear in the view. For a grid view, this is the order of columns. | ||||
| Name | The display name of the attribute in the view. By default, this is the same as the name of the attribute in the underlying stream. Remember that if you are applying an Aggregate Function to the attribute, it is often useful to reflect that in the display name. For example: you are going to display the average monthly spend for each customer, by applying the aggregate function Average to the attribute | ||||
| Stream Function | You can specify an Aggregate Function on this attribute. As soon as you have specified a single aggregate attribute in your view, any other fields will be either aggregate attributes - if you also specify an aggregate function for them - or used as grouping attributes. | ||||
| Role | This setting only shows if the view is a chart, i.e. not a data grid. This is the role that the field has in generating the chart. You can set the role manually in the stream view attribute editor - but it is generally better to create charts using the visual editor. To do this:
You will see a visual chart editor. You can drag stream attributes onto this editor to create your chart. See 1456963891 and 1456963891Pivot Views and Charts, below. | ||||
| Action | With this setting you can specify a Stream Action for this Stream View Attribute. If this is a grid view then hovering the mouse over a cell a column created from this Stream View Attribute will cause a cog to appear. Clicking the cog select the row which contains the cell you have clicked, then will run this action. | ||||
| Stream Attribute Details | |||||
Name | The name of the underlying stream attribute. | ||||
| Type | The type of the underlying stream attribute. This cannot be edited here. It must be edited in the stream. See Stream. | ||||
| Number Format | This field will only show if the underlying stream attribute has type Float or Integer. See Number Format. | ||||
| Date/Time Format | This field will only show if the underlying stream attribute has type Date or Datetime. See Date Time Format. | ||||
| Drop-Down Settings | |||||
| Allow Empty Row | If ticked, the drop-down displays an empty row which allows to empty the cell value. | ||||
| Cache Data | If ticked, the drop-down rows will be cached after the first load. | ||||
| Selection Stream View | Stream View which will be displayed as a drop-down for the table cell. | ||||
| Drop-Down Value Field | A custom field to be used for getting cell value from the drop-down. | ||||
| Mappings | A list of additional mappings which can be used to set values of more table cells (columns) using this drop-down. | ||||
| Grid Settings | |||||
| These settings are only available for view attributes for grid and pivot views. | |||||
| Grid Default Width (pixels) | Set the default width of the column for this attribute. PhixFlow will create the grid with default column widths - you only need to specify a value in this field if the width you want is different from this default. | ||||
| Label | An optional label for the resulting column header. If left blank, this is the Name of the stream view attribute, formatted with a space before each capital letter. The label gives you more options for setting the column header - for example, control over the white space in the column heading - but you can also make this an expression. For example, to that the column contains transactions for the currently logged in user, you could use:
For user
To use an expression in this field, tick the box Label is Expression. Multi-level labels can be generated by configuring the Label to return a list of values. | ||||
| Label is Expression | Tick this box if you want to set the Label using an expression. | ||||
| Changes Row Colour | If ticked, the row colour changes whenever the value in this field changes. | ||||
| Hidden | Whether the field is shown on the view. Sometimes you need to include fields in views so that they can be used in filters and Actions, but displaying them would make the view cluttered. Make the field hidden. | ||||
| Alignment | Set the alignment of values in this column to:
| ||||
| Form Settings | |||||
| These settings are only available for form views - that is, grid views that have Form View ticked. | |||||
| Read Only | This makes the field read-only in the form view. | ||||
| Height On Form (pixels) | Sets the height of the form field for this attribute. PhixFlow will create the form field with a default height - you only need to specify a value in this field if the height you want is different from this default. | ||||
| Width On Form (pixels) | Sets the width of the form field for this attribute. PhixFlow will create the form field with a default width - you only need to specify a value in this field if the width you want is different from this default. | ||||
| Multiline on Form | If ticked, users can press the Enter key to create multiple lines in this field, or copy multi-line text into this field. | ||||
| Selection View Attribute | This sets the drop-down list from which the user can pick a value. Drag the stream view attribute that you want to use for the drop-down list into this field. The Show the drop-down button option must be ticked to display the drop-down. When a user is entering or updating data using a form view, you can use the internal variable _form to use a value already entered in the form in the filter on a selection view. That is, the values that appear in a drop-down list will be governed by values they have entered so far in the form. See 1456963891Pivot Views below, for an example of configuring selection view attributes. If another stream view attribute has a Selection View Attribute set and has Show the drop-down button set to yes, then it is possible to set the current stream view attribute from the same selection view without a further drop-down list. Drag the stream view attribute that you want to use to set this stream view attribute into this field Drag the attribute out of the field to delete the contents of the Selection View Attribute. | ||||
| Show the drop-down button | See Selection View Attribute above. | ||||
| Formatting Rules | |||||
A list of the formatting rules that apply to this field in the view. This section only appears when you are configuring a grid or pivot view. All formatting rules whose Rule Expression evaluates to true will be applied to the field in the grid. However, you can tick Stop if True so that, if a rule evaluates to true, no styles that follow this in the list of rules will be applied - regardless of the result of their Rule Expression. For each formatting rule, set the following fields: | |||||
| Rule Expression | An expression to govern whether this rule will be applied to this field in the grid. If this expression evaluates to true, the rule will be applied. | ||||
| Style | Select a style from the drop-down list, or create a new style. | ||||
| Order | The order in which the formatting rules are applied. | ||||
| Enabled | Whether the rule is currently active. | ||||
| Stop if True | If ticked, if this rule evaluates to true, no styles that follow this will be applies, regardless of the result of their Rule Expression. | ||||
| Description | A description of the formatting rule. | ||||
| Refresh Actions | |||||
A list of Refresh Actions which are all the actions that, following their execution, will cause this view to be refreshed. To add a Refresh Action go to a Stream's Actions tab and drag actions into this tab. The stream does not have to be the parent of this stream view. | |||||
| Menu Items | |||||
A list of the buttons, menus and sub-menus that will be presented on this view - which buttons are available to users depends on whether they have permissions to run these actions. Only actions that belong to the parent stream can be added to a view. There are three ways to add Lists and Buttons:
For each button you set the following fields: | |||||
| Name | The internal name of the action button. This name will be used to refer to this button in other configuration objects | ||||
| Display Name | The name that will be presented to users when they open the form. | ||||
| Order | The order that the button will be shown in the banner of the form, or, if the button is on a list (a menu or sub-menu), the order the button will appear in that list. | ||||
| Description | A description of the action button. | ||||
| Drop Targets | |||||
A list of the Drop Targets that this view will contain. To add a drop target, click on the + button at the top of the grid. For each Drop Target you set the following fields: | |||||
| Name | The name of the drop target | ||||
| Drag Type | The drag type that this drop type is listening for | ||||
| Action | The action that will run when something of the chosen drag type is dropped onto this stream view | ||||
| Filters | |||||
The list of filters which will be available to users in the drop-down list of filters on the view. There are two ways to add a filter to this list:
| |||||
| Access Permissions | |||||
| All Users Can View Data | If ticked, all users will be able to see data in this view (provided they have the basic privilege to view stream views). If this field is unticked, a list of user groups will appear: | ||||
| User Groups | |||||
| A list of the user groups whose users can see data in this view. This list only appears if All Users Can View Data is unticked. | |||||
| Advanced | |||||
| Selection Attribute | This attribute will be used to determine the record selected. This is important when the data will be refreshed while users are looking at it - for example, if they run actions that run task plans to update the data, and which are set as refresh actions (see above). Setting this using a key field of the data means that after the refresh, the same record will be selected as before. | ||||
| Auto Save | If ticked, the edited row will be saved after an other row is clicked. | ||||
| Auto Save Action | Visible only if the 'Auto Save' flag is ticked. Allows the user to define custom Auto Save action which is fired after an another row is clicked. | ||||
Row Selection Style | The style that will applied to rows in this view when they are selected. If set, this will override the default selected row style set in the System Configuration. | ||||
| Select First Row By Default | If ticked, the first row shown in the view will be selected when the view is opened. | ||||
| Show Paging Bar | If ticked, the paging bar is shown by default. | ||||
| Show Records Count | If ticked, the total number of rows is calculated without a need of clicking the '...' symbol. | ||||
| Show Row Number | If ticked, the row number is displayed on the grid. | ||||
| Always Show the Quick Filter Icon | If ticked, the quick filter icon will always be displayed on this grid's column headers. | ||||
| Periods | Number of processing periods from the stream to display on the chart. If a full set of data is generated in each period, then this will be 1. If the data is spread across processing periods in the stream - for example, each processing period only contains new data for that day, but we want to plot data across a number of days - then this number must be high enough to include all data of interest to show on a chart. | ||||
| Default Width | The default width of the view. If empty, the view's width will be set to the system default value. | ||||
| Default Height | The default height of the view. If empty, the view's height will be set to the system default value. | ||||
| Allow Multi-Select | If ticked, users will be able to select more than one row in the grid. | ||||
| Frozen Columns | Number of columns frozen while scrolling the View horizontally. | ||||
| Excel Template | An excel template can be linked to the view to specify the format the chart data should be exported in. The location that excel templates must be saved to is specified in the System Configuration. | ||||
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| Role | Description |
|---|---|
| Pivot Column | This field will be used to generate columns in the pivot table. See 1456963891Configuring Pivot Details on the View below. Formatting of the column headings will be controlled by the formatting options set on this view attribute. A Pivot view must have one and only one Pivot Column attribute. |
| Pivot Row | This field will be used to generate the rows of the pivot. A Pivot View can have any number of Pivot Row attributes. |
| Pivot Label | If Pivot Column Source == View Data, this attribute provides the pivot column headings. In most cases, the number of values for the pivot label should be exactly the same as the number of values for the pivot column. A Pivot View can have at most one Pivot Column attribute. See 1456963891Configuring Pivot Details on the View below. |
| Pivot Value | The values in this field will be used to generate the data values in the pivot. You must apply an aggregate function (Stream Function) to this attribute - to provide the sum, max, min, etc. of these values for each row and column. A Pivot view must have one and only one Pivot Value attribute. |
| Pivot Row Total | Each Pivot Row Total attribute generates a value for each row calculated as an aggregate of the individual pivot column values. The aggregate function can be any single-valued Aggregate Function (Sum, Minimum, Maximum, Average, Count). A Pivot View can have any number of Pivot Row Total attributes. |
| Anchor | ||||
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Pivot Details on the
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View
For pivot views, the following section will appear in the view details:
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