Application Mode

??Anthony to provide better version. Needs header bar label.  Will admin be visible?? There is now a flow for this: Flow 1.11. Admin will be available if you have privileges

Applications are shown as a set of cards. You can use the buttons on the right to switch between a card grid and a list view.

Click anywhere in a card to run open the application. PhixFlow always asks if you want to confirm any action, including opening an application. Click Yes to continue. When you load an application, all the window except the grey header bar, is an application designed by your company. It will have its own menus and navigation, to provide you with the options you need. Review this sentence I feel it is clunky and not sure it is accurate as the users will now be expected to create there own menus, what about when the properties editors open. Would it not be more accurate to state the users design everything on the canvas.

You can return to the Welcome window by clicking on the 

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 icon in the top left. The PhixFlow logo also returns to the Welcome window. However, this logo is not present if:

• you are running PhixFlow on a mobile device
• your administrator has configured the PhixFlow logo to display your company logo instead.

See also: Application Menu.

On Mobile Devices

??Anthony to provide mobile screenshot.?? See flow 1.11

PhixFlow applications are often deployed on mobile devices, such as tablets. This means team members can access and update data whilst in the field. As mobile devices have less screen space available, the header bar is simplified to show the icons:

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   –  the options available depend on your permissions.

Application Help

Application designers are responsible for providing help about how to use an application.

 Design Mode

The Welcome window lists all the applications available to you. 

Working on an Application

Applications are shown as a set of cards. You can use the buttons on the right to switch between a card grid and a list view. You can change the view from tile to list view repetition of previous sentence? or search for an application by name. This is also where you can find links to the latest videos from the learning centre.

You can return to the Welcome window at by clicking on

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 or, if it is present, the PhixFlow logo 

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 in the top left I believe any logo will return you to the home screen not just the phixflow logo. The PhixFlow logo is not present if your administrator has configured PhixFlow logo to display your company logo instead; see System Configuration.

If you do not want to work on something that is in an application, such as an analysis model, click the repository icon on the right. The repository list slides open and you can search for the item you want to work on.

When you select an application, PhixFlow opens the application Home window; see Building Applications for details.

PhixFlow Window Areas

PhixFlow is a visual tool for configuring applications or modelling data. The arrangement of PhixFlow's window is consistent for designing screens and for the different diagrams that you can work on, such as ERDs and analysis models. The following labelled screenshot shows the main areas of the PhixFlow window when you are working on a diagram, in this case an ERD.

The Header Bar 

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The header bar runs across the full width of the PhixFlow Window. It shows, from left to right:

• The Application list icon and, optionally the PhixFlow logo. Both these act as a home button, returning you to the Welcome window and list of applications
  
  
• Quick access to the main application aspects, Application Home, Data, Screens and Analysis models. 
• The name of the PhixFlow server 

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  . This provides access to your user account and the 

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   button

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   –  the options available to you depend on your permissions.
• either 

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   or 

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  .

Tabs for Open Diagrams

For every diagram or screen that you open, PhixFlow creates a new tab. You can easily switch between open items using the tabs.

Right Panel

On the right there are several things that PhixFlow can display. You can click 

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 to hide all the tabs open on the right. This is useful if you need more canvas to work on a diagram or screen.

Property Tabs 

Click on the name of an item to open its properties tab on the right. Usually PhixFlow opens each property tab in the same space and automatically closes any saved property tab. 

• To switch between tabs, click on the tab, which shows the name of the item.
• To keep a property tab open, click the 

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   icon in its tab. 
• To unpin a property tab, click the 

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   icon.
• To view tabs side-by-side, drag the property tab onto the workspace. This creates a second properties area. You can create several property areas and you can drag properties tabs between them.
• To close a property tab, click on the white cross on the tab.

Every properties tab has a toolbar at the top, next to the item name. If the item name is long, toolbar icons are condensed into a 

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 icon.

For information about the properties tabs and their toolbar options, see Menu Options and Toolbar Buttons.

Repository

For any task, PhixFlow provides list of the relevant items that you can use.  If you want to see all the items in your application click the

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button; see Using the Repository. We want to avoid people going into the respository, so we have placed buttons in the in context toolbars that will open a filtered list of the items you need e.g. Tables. Should we highlight this?

Help Panel is this still true?

Click on the 

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 button to open the help panel. Should be just add this section to the accessing help section below?

What about the layers section on the left?

Notifications

PhixFlow displays green, blue or red notification pop-ups on screen. You can click Dismiss notifications to close all green and blue notifications. You must close red error messages individually. Do the colours have meaning?

You may also see a small notification about the number of running actions in the bottom right of the PhixFlow window: 

Accessing Help

There are several ways to get help in PhixFlow.

• From the Welcome page.
  This provides quick access to Learning Centre videos about new features in PhixFlow
• At any time.
  In 

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  , you can click on the 

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   button, on the right edge to show or hide the Help panel. This provides simple instructions and short videos to help you with your current task.
  It also links to more detailed tutorials and reference in the Learning Centre.
  To close the help panel, tick the check box at the bottom of the panel.
  To set your preference for having the help panel open or closed, see User Details.
• From any item properties.
  The property toolbar includes the 

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   icon. This goes directly to the reference page for the properties, which has details about each option.

Selecting and Deleting Items

Either in the repository or in diagrams, you can click an item to select it. A selected item is highlighted. Also the highlighting on any previously selected items is cleared.

There are several places in PhixFlow where you can make a change to several items at the same time, for example deleting items. To select a continuous subset of items in a list,

1. Select the first item on the list.
2. Hold down the Shift key.
3. Then select the last item.

To select several items separately, press the Control (Ctrl) key as you click the different items. This will add each item to the list of selected items. If you click on an item that is already selected, it is removed from the selection list. 

Remove from or Delete Everywhere

When you are working in diagrams and you no longer want an item to appear, you can:

• either remove it from the diagram. Use this option if you added an item that already existed in the repository and now you do not need it in your diagram. This feel clunky to me, I had to reread it a few times
• or delete it from this diagram and from the repository. You may want to do this if you created the item for this diagram only, and now no longer need it. Why do we need to explain this?

When you use Delete Everywhere, the item is deleted from the repository and from any model or dashboard that contains it. Deleting cannot be undone. For this reason, PhixFlow: As we are moving away from using the repository should we say deleted from the application?

• always asks for confirmation that you really do want to delete an item before actually deleting it. 
• will not delete an item when another object within PhixFlow still refers to it.
  PhixFlow notifies you about how many and what type of items still refer to the item you are trying to delete.

Drag-and-Drop

The user can drag-and-drop many of the items in PhixFlow. What happens when you drag items depends on the context. In general:

• Items can only be dragged onto a compatible location. PhixFlow does not let you drop an item if it makes no sense for the item to be in that location.
• You can often drag multiple selected items to/from lists.
• Items can be reordered when dragged into ordered lists. For example, the order of the items is important in the Stream Attributes.
• In model windows, you can drag single or multiple modelling objects around the model; see Using the Model Window. we are introducing models here, and they were referred to as diagrams earlier?
  To drag objects off the model and onto another location, select the object and then use Shift-drag. Can you show me this please? I have not seen this. Also we should provide a real example as t is very abstract for a new user.
• One or more Stream Views can be dragged onto Dashboards to display data. Stream Views and Dashboards are old terms.

Context Menus

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Right-click any item to display its context menu. You can display a context menu when you right-click:

• an item's name in the repository
• for diagrams, an item's icon on the canvas
• for screens, a components. not sure this reds correctly?

Analysis Model objects always have the context menu entry 

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. This displays a list of all the models in which the current object exists.

Error Messages

If you are using a PhixFlow application, the messages you see related to actions within the application are written by application designers using the Action → Confirmation Message. No longer entirely true in the new world. Not sure this should be included on the interface page? but if it is then we have a new means of generating errors and confirmations which we should include here. See actionflow validation

If there is an error that prevents PhixFlow completing something, it will display the system error message.

Administrators monitor the details of what PhixFlow is doing using the System Console and can configure how much detail is logged; see System Monitoring and System Logging Configuration.