Page Comparison

1. Go to the repository browser, and create an application called Contact Manager
2. Under the new application, create an analysis model called Contacts
3. In the model, create a stream called Contacts
4. Set the period of the stream to Transactional

5. Add attributes to the stream:

   Name	Type
   UID*	Integer
   FirstName	String
   FamilyName	String
   ContactNumber	String
   Email	String
   DOB	Date
   JobTitle	String

   
   

   Tip
   *UID is a special field name. If you create an attribute with this name, PhixFlow knows that it must automatically increment this value when a new record is added to the stream. The UID is a unique identifier for each record, and it used to link the two views on the dashboard in this example.

   
   

6. Within the repository browser under the application Contact Manager, create a dashboard called Contacts
7. Open the configuration form for the stream Business Contacts, and bring the new dashboard back to the front (you may need to use the grey menu bar at the bottom of the application to do this)
8. Drag the stream icon from the configuration form onto the dashboard, to create a Grid View
9. Drag all attributes from the stream on to the header of the grid view
10. Split the dashboard by adding a Horizontal Bar
11. In the bottom pane, right click and select Create New Form
12. Click on the pane (now you are actually clicking on the form, but it is currently empty), in the form configuration that pops up, enter the form name: ContactDetails
13. Open the stream configuration:
    1. In the top pane, right click and select Show the Stream Configuration
    2. Drag all attributes from the stream into the lower half of the dashboard - for each one, an edit field will be created
14. Create an add button:
    1. In the lower form, right click and select Open Palette → Basic Components
    2. From the palette, drag a button onto the form
    3. Set the Name of the button to Add Contact
    4. Set the Action Type to Insert

    5. Save your changes

       Tip
       The Name of the button is internal - it is a good idea to make this as descriptive as possible, so that you can find this in your configuration and it is clear what this does.

       
       

15. Click over the text in the button - this will open the configuration form for the button label
16. Update the Display Text of the label to Add
17. Save your changes to the label
18. In the same way, add update and delete buttons:
19. Update button:
    1. Name: Update Contact
    2. Action Type: Update
    3. Display Text of button label: Update
20. Delete button:
    1. Name: Delete Contact
    2. Action Type: Delete
    3. Display Text of button label: Delete
21. Link the two views: drag the column heading for UID from the top grid view onto the bottom form.
    1. This automatically creates a Background Filter which determines the data that will be displayed. This filter can be access by
       • Right click the lower portion of the dashboard,
       • Select Show Element Details
       • Under Background Filter Rules, we can see the rule that has been create. This can be edited if necessary.

Go into App Mode, try adding some records, updating and deleting.