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Fiona Sargeant

Fiona Sargeant

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  1. Now go back to your stream tab - which should be pinned. If the tab is not there, you can right-click on the top of the dashboard and select Show the Stream Configuration
  2. In the stream properties, select the attributes UID through to Active
  3. Shift-Drag the selected list onto the left of the form body.
  4. Shift-drag Description into the right side of the form body.

Your form should now look like this:

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titleDetails


  • Now go back to your stream tab - which should be pinned. If the tab is not there, you can right-click on the top of the dashboard and select Show the Stream Configuration
  • In the list, click to select attributes you want to show on the form, In this case UID through to Active. Shift-Drag the selected list onto the left of the form body.
  • If you just drag and drop then PhixFlow does not know which area you want the data to be added to.
  • Notice that you can drag the horizontal splitter up and down to adjust the size of the the top and bottom panels of the dashboard. PhixFlow adds scroll bars if they are needed.
  • Now Shift Drag Description into the right side of the form body. PhixFlow automatically adds an editing toolbar.






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To change the header:

  1. In the Dashboard, double-click on Header Fixed.
  2. In the text properties → Display Text field, change the name to Business Details: and 
    Insert excerpt
    _save
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    nopaneltrue
    .
  3. In the dashboard, double-click on Dynamic
  4. In the text properties → Name field, change the name to be the same as business name attribute: Name

To change the fixed 50/50 split for the form:

  1. Look in the repository, to see all the components of the dashboard Layout.
    Image Added
  2. Expand Business Editor Form → Business Body → Form Content Container.
  3. Double-click Form Column Container 1x2 to open its properties.
  4. Expand the Style Settings section
  5. Untick AutoSize


Now PhixFlow sets the size of area showing the fields based on their  field width,  leaving more space for the description.


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titleDetails
  • You can change things
  • Names - double click on the dashboard or find them in the repository.Image Added
  • All the "bits" you have added to the dashboard are stored in the repository, in a branch called Layouts.
  • If you expand the Business Editor Form > Business Body > Form Content Container > Form Column Container 1x2, you can see how  different parts of the dashboard are repository items that are nested. These items and their container-contained relationships have been created automatically when you drag in the components from the palette. 
  • From the palette, the form body is fixed at a 50-50 split.  Double-click on Column 1 to open its properties.
  • Expand the Style Settings section
  • untick AutoSize
  • Now PhixFlow sets the size of area showing the fields based on their  field width,  leaving more space for the description




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Connecting the data in the grid at the top  to the form at the bottom of the dashboard.

At the moment, the data at the top of screen is in a random order.

  • we want to sort the data

The bottom screen only shows the first record

we want the form to show the record we have selected

In the grid at the top, hover to show the filter icon. Drag it onto the blue background of the form in the bottom and confirm.

 PhixFlow opens a properties tab with Filter Details that shows how the filter works.

You can rename it to something more meaningful, such as By_UID.

Where does this filter get stored in the repository????


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