Before you start any PhixFlow project, it is important to take time to understand your data and what you need to do with it. For large projects this means detailed analysis using an Entity-Relationship Diagram (ERD).
For this example, a sales team is using an Excel spreadsheet to manage a list of customer businesses and associated contacts. You want to make it easy for the team to to access and maintain the data. You also want to add some simple CRM functions, for example, to add descriptions about the business.
...
| Expand |
|---|
| title | Step 2 Set the data properties |
|---|
|
In the stream properties on the right, set: Basic Settings → Period to Transactional
| Expand |
|---|
| Usually PhixFlow is optimised for processing large volumes of data. You are aiming to create a form for users to update individual data records (transactions). This tells PhixFlow how you want to manage the data. |
Tick Audit Manual Changes dd | Expand |
|---|
| This data will be updated manually by individuals. By ticking this box, PhixFlow will add a set of attributes to automatically record audit information about changes. |
- Click and then click on the to keep the stream properties open.
In the Attributes section, double-click Description and change its Type to Bigstring then click | Insert excerpt |
|---|
| _finish |
|---|
| _finish |
|---|
| nopanel | true |
|---|
|
.
| Expand |
|---|
| When you create a form for the data, PhixFlow recognises that data with the type Bigstring needs field edit tools. |
| |
| Expand |
|---|
| title | Explore the possibilities |
|---|
| Look in the Attributes section. When you connect PhixFlow to the Excel spreadsheet, it automatically identifies the properties of the data columns (attributes) such as their type (string, numerical) and length. This also happens when you connect PhixFlow to data stored in databases. |
|
...
