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Save any changes and close the form. Note that an error message will pop up if there are any problems and the form will remain open with each problem field flagged with | |
Save any changes but keep the form open. Again any errors will be reported. | |
Cancel any changes (but leave the form open).
Shows a full Audit trail for all changes to this object i.e. who changed it, when and what they changed. | |
Print the form details. On the majority of forms this will launch a browser window with the object formatted for printing. | |
Open the help page for the form. |
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.
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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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File lists have the following functional icons:
Remove the reference to this file from this form. | |
Refresh the file list. | |
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.