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Dashboards can be created as either 'public' or 'private' – - a private dashboard is only visible to the owner. Users may also specify a personal 'default' dashboard which is opened automatically each time PhixFlow is started.

 

Form: Dashboard Details

FieldDescription
NameThe name of the dashboard.
OwnerUser that owns the dashboard.
PublicIf ticked, all users can view and edit the dashboard. If not ticked, only the owner can view or edit the dashboard.
All Users Can View DataIf checked, this specifies that all users can view this dashboard by default (provided they have the basic privilege to view dashboards). If this field is not checked, then access to the dashboard is controlled by dropping user groups onto the stream's "User Groups" tab.
Menu

This tab shows the Lists and Buttons which holds Stream Actions that can be applied for this Dashboard. Lists can hold Buttons and other Lists creating multi level menu.

There are two ways to add Lists and Buttons:

  • Click on the Actions icon at the top of the grid. A popup window will appear listing all the available actions. Drag an action from this popup form onto the grid. If you drop onto an existing Button you will be asked if you want to create a new Button or to create a list which will hold new Buttons and the Button the Actions you dropped onto. If you drop onto an existing List the selected Actions will be added to the List.
  • Use the '+' icon at the top of the grid. You can decide if you want to create a Button or a List.

 

You can add new Lists and Button to the existing List by following the same steps.

See the Action Button Details form for details of each Action Button.

DescriptionDescription of the dashboard.
User Groups

Adds a User Group to the User Group list. See the Role Details form.

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  • Add Vertical Bar
  • Add Horizontal Bar

 

Splitter bars can be removed by right clicking on an empty pane and selecting Delete Pane.

Layout Options

Right click any pane or element and select Layout Options to configure the following options:

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To make a Dashboard element dependent upon the Driver view, set it up with a Filter which uses at least one condition with an expression containing the drivers view name. i.e ACCTS. When the Filter is evaluated, the view name ACCTS notation will contain the rows selected on the Driver view. An example condition expression is:

AccountNum equals ACCTS.AccountNumber

Where AccountNumber is an Attribute on the Driver view.

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Display details for the Dashboard.

Toggles the ability for the Dashboard owner to modify layout of the Dashboard. By default, the layout is locked, i.e. elements cannot be moved or resized. Note, however, elements may still be maximised in this mode. Pressing this icon enables layouts to be changed. Pressing the button again locks the layout.

Prints the dashboard.

Refresh will update the dashboard in line with changes made elsewhere in PhixFlow.

See Also