Page Comparison

By the end of this section you will be able to:

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• Open the configuration form for the view Overall Debt Levels. 
  You can do this directly from the stream configuration form for Overall Debt Levels by double-clicking on the view
  • In the Basic Settings section, set the Background Filter to Last 40 days
  • Save your changes to the view
• Create a new dashboard, called Debt Investigation
  • Drag the view Overall Debt Levels onto it
  • You will see that the data has the Last 40 days filter applied.
    The chart on the left shows the filtered data. The chart on the right shows the unfiltered data.
          
• In the dashboard, press and add a new filter:
  • Name: Cash Only
  • Conditions: PaymentMeans equals CASH
• The resulting data set will contain records with PaymentMeans = CASH and within the last 40 days (34 records showing)

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To complete the dashboard for investigating debt issues, you will now create a filter that will allow users to enter a value in a pop up form:display one of the types of payment (cash, direct debit or cheque). To do this you will set the filter to prompt for a value.

Step 1  Create the filter

1. In the workspace, open the  Debt Investigation dashboard.
2. Add a filter to

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1. the dashboard Debt Investigation:
   • Name: select Payment Means
   • Conditions: 
     • Where ALL the following are true
     • PaymentMeans equals _prompt.PaymentMeans
     • Press the ABC button - this will now say fx

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1. • Press Image Added to save your changes.
2. Creating the filter also applies it, so in the dashboard, PhixFlow displays a box prompting you to enter a value

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1. .
2. Enter CHQ and press Image Added.
   The prompt is case-sensitive, so make sure you enter capital letters.
3. The data will refresh to show

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1. one blue data line for cheques (34 records

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1. ).

Step 2  Apply the filter by default

Anyone using this dashboard can now apply the select Payment Means filter. However, we want PhixFlow to automatically use this filter and prompt a user to enter a payment means, e.g. CHQ, CASH or DD.

• In the workspace, open the  Debt Investigation dashboard.
• Right-click the dashboard  and select Unlock the layout.
• Right-click the dashboard again and select Image AddedShow the Stream View Configuration.
  PhixFlow opens the stream view configuration form for Overall Debt Levels:
  • In the Basic settings section, in the Default Filter drop-down list, select the option select Payment Means.
  • Press Image Added to save your changes.
• In the workspace, PhixFlow displays the prompt.

Step 3  Check the setting works

• In the workspace, close the dashboard.
• In the repository list, find the  Debt Investigation dashboard and double-click the name to open its configuration form.
• In the form toolbar, click Image Added Display to open the dashboard in the workspace.
• The dashboard opens and PhixFlow opens the filter prompt.

Every time that this dashboard is opened the user will be is prompted to enter a value. If you enter a value and want to change this, you can re-select the filter and you will be prompted to enter a new valueTo change the filtered data,  CHQ, CASH or DD click the filter icon to redisplay the prompt.