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Note that the Audit trail is a useful way of reversing changes made by mistake as each audit entry shows both the new and old values. In the case of text fields, simply copy the old value and paste it into the form field.

Object Lists

Many forms include lists of objects that are associated with the object edited by that form. E.g. the list of stream attributes belonging to a stream.

Object lists have the following buttons:

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Remove the reference to this file from this form.

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Refresh the file list.

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Import a file and link it to the current form.

Drop down lists

Many forms have fields which are set using drop down lists (also known as combo boxes). These drop down lists also have context menus to provide a quick way to open up the form describing that item or even to add or delete items from the list.

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Select an existing (or predefined) Filter or create, delete and modify Filters. This causes the grid to refresh and display only those entries which match the selected Filter.

Select an existing (or predefined) multi-column Sort Order or create, delete and modify Sort Orders. Note that data is ordered across all records which are implied by the Filter, not just the current page of data.

Pressing this icon toggles the display of additional icons for the form.

Export the data being shown to an Excel spreadsheet. However, please note that when viewing Stream Data, pressing this button causes an option form to open which amongst other things allows you to choose to export the data to Excel, CSV or HTML. Note also that this will export all data implied by the Filter, not just the current paged result.

When viewing data in a Chart, an Excel template can be configured on the Stream View that is used to specify the settings for the Chart.

Delete the currently selected items. A form will appear to confirm that you wish to proceed.

Refresh the contents the current grid.

Open the help page for the grid.

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Several forms include lists of files that have been imported manually into the current form. The files can be of any type e.g. Microsoft Word, Excel and PowerPoint, data files etc. Double Clicking an entry on this list will attempt to launch the application associated with the file type.

File lists have the following functional icons:

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Remove the reference to this file from this form.

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Refresh the file list.

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Import a file and link it to the current form.

Tooltip Descriptions

Most configured PhixFlow objects have an optional description field. PhixFlow will display this description as you hover over the item whether the item is on a list or on a model pane. We highly recommend that you provide descriptions for all your objects to help document your work for both yourself and colleagues.