Basic Settings
| Field | Description |
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| Name | The name of the dashboard. |
| Open Maximised | | Insert excerpt |
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| _check_box_tick |
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| _check_box_tick |
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| nopanel | true |
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|
to open the dashboard maximised. | Insert excerpt |
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| _check_box_untick |
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| _check_box_untick |
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| nopanel | true |
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|
to open the dashboard as a pop-up window. |
| Allow User to Resize | | Insert excerpt |
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| _check_box_tick |
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| _check_box_tick |
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| nopanel | true |
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|
to enable the application user, when running in | Insert excerpt |
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| _app_mode |
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| _app_mode |
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| nopanel | true |
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|
, to resize the dashboard. | Insert excerpt |
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| _check_box_untick |
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| _check_box_untick |
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| nopanel | true |
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|
to keep the dashboard size fixed when running in in | Insert excerpt |
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| _app_mode |
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| _app_mode |
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| nopanel | true |
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|
. This option does not affect resizing the dashboard in | Insert excerpt |
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| _design_mode |
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| _design_mode |
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| nopanel | true |
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|
. |
| Show Toolbar | | Insert excerpt |
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| _design_mode |
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| _design_mode |
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| nopanel | true |
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|
always has a toolbar with the dashboard name on the left and toolbar icons on the right. | Insert excerpt |
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| _check_box_tick |
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| _check_box_tick |
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| nopanel | true |
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|
to also display the toolbar in | Insert excerpt |
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| _app_mode |
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| _app_mode |
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| nopanel | true |
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|
. The dashboard name is displayed. Toolbar icons are not displayed.| Insert excerpt |
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| _check_box_untick |
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| _check_box_untick |
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| nopanel | true |
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|
is the default as the toolbar is usually not required in | Insert excerpt |
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| _app_mode |
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| _app_mode |
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| nopanel | true |
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|
. |
| Show Window Button Bar | | Insert excerpt |
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| _check_box_tick |
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| _check_box_tick |
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| nopanel | true |
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|
to display a Windows-style bar at the top of the dashboard. This has a maximise/restore button and a close button. 
| Insert excerpt |
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| _check_box_untick |
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| _check_box_untick |
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| nopanel | true |
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|
to have no Windows-style bar at the top of the dashboard. |
| Always On Top | | Insert excerpt |
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| _check_box_tick |
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| _check_box_tick |
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| nopanel | true |
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|
to keep the dashboard on top of other dashboards. This is useful for a pop-up window that you want a user to complete before returning to another dashboard. | Insert excerpt |
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| _check_box_untick |
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| _check_box_untick |
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| nopanel | true |
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|
to allow other dashboards to be displayed in front. |
| Keep Data | | Insert excerpt |
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| _check_box_tick |
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| _check_box_tick |
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| nopanel | true |
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|
to allow dashboard data to be referenced even after the dashboard is closed. This is useful if an application user needs access to global data available in the system. | Insert excerpt |
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| _check_box_untick |
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| _check_box_untick |
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| nopanel | true |
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|
is the default. The dashboard data is not required once the dashboard is closed. |
| Preload | Dashboards, especially complex dashboards, can take some time to open, which can feel slow to the application user. Use this option when you need a dashboard to open quickly. Preloading screens adds to the time it takes PhixFlow to initially start up. For this reason we recommend you only preload dashboards that an application user will always want to open. | Insert excerpt |
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| _check_box_tick |
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| _check_box_tick |
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| nopanel | true |
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|
to preload the dashboard when PhixFlow first starts. When the user then opens the dashboard, it displays immediately. The data itself may still take time to load.| Insert excerpt |
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| _check_box_untick |
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| _check_box_untick |
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| nopanel | true |
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|
is the default. The dashboard does not need to be preloaded. Preloading relates to the dashboard itself. Any data backing the dashboard is only loaded when the dashboard opens, and this may also take time to load. |
| Cache Locally | If an application user is likely to require the same dashboard in different stages of a task. Use this option so that, when the user closes and reopens the dashboard, it loads immediately. | Insert excerpt |
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| _check_box_tick |
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| _check_box_tick |
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| nopanel | true |
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|
to cache the dashboard on the application user's client computer when the dashboard first opens. | Insert excerpt |
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| _check_box_untick |
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| _check_box_untick |
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| nopanel | true |
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|
is the default. The dashboard does not need to be cached. Caching relates to the dashboard itself. Any data backing the dashboard will be reload each time the dashboard is opened. |
| Position | By default, new dashboards are set to Floating. If you want a dashboard to open with a fixed position, select one of the Pinned drop-down options: - Pinned to top
- Pinned to bottom
- Pinned to left
- Pinned to right
Use the Pinned options to create a permanently visible dashboard. This is useful for a navigation area or toolbar that you want to be visible for all other dashboards. Floating dashboards do not overlap with pinned dashboards. When the user maximises a Floating dashboard, it expands only to the remaining space. |
Width | For dashboards that are not set to Open maximised, specify a dashboard width in pixels, for example 500px for a small confirmation window. The default size for a pop-up dashboard approximately 800px. |
| Height | For dashboards that are not set to Open maximised, specify a dashboard height in pixels, for example 150px for a small confirmation window. The default size of a pop-up dashboard is approximately 500px. |
| Top | Available when Position is Floating. For dashboards that are not set to Open maximised, set an offset value in pixels to position the dashboard where it is required. For example, to display a dashboard as a pop-up window towards the top left of the screen, set: |
| Left |
| Right |
| Bottom |
Dashboard Elements
This section has a toolbar with standard buttons. The grid contains a list of the Dashboard Elements on this dashboard.
To add dashboard elements, on the dashboard, use the pop-up menu Add Area... options to divide up the dashboard. When you add a component to a part of the dashboard, PhixFlow automatically creates a container dashboard element for it. This means different parts of the dashboard can be bound to different data views.
Where dashboard elements are bound to data, you can link them, so that the data in one dashboard element drives the data in another; see Linked and Driving Views or Forms.
To delete a dashboard element, on the dashboard right-click components on part of the dashboard and select Delete. When the dashboard element is empty, right-click it and select | Insert excerpt |
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| _delete_item |
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| _delete_item |
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| nopanel | true |
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|
Element.
This section has a toolbar with standard buttons and:
-
Image Modified Show stream-actions | Insert excerpt |
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| _filter |
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| _filter |
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| nopanel | true |
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|
The grid contains a list of menu items. To add a menu item to the list, click
- click
- Select
- either Add a new sub-menu
- or Add a new menu item; see Menu
- PhixFlow opens a new properties tab for a menu item or sub-menu; see Menu for details.
To remove a menu, use the toolbar button
| Insert excerpt |
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| _delete |
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| _delete |
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| nopanel | true |
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|
.
Mappings
This section has a toolbar with standard buttons.
Components on the dashboard, such as buttons or data-components, can have actions or stream-item actions. Stream-item actions can take data from attributes in different streams (tables) or views. Where the attributes have different names, you must map the attribute, so that the stream-item action recognises the data. This grid contains a list of mappings for the components on this dashboard.
To configure a mapping, in the dashboard, right-click a component and select | Insert excerpt |
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| _mapping |
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| _mapping |
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| nopanel | true |
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|
.
Unreachable Actions
This section has a toolbar with standard buttons. The grid displays a list of actionflows that are linked to components on the dashboard, but do not exist yet.
Actions
This section has a toolbar with standard buttons. The grid displays a list of actions and stream-item-actions that are linked to the dashboard.
| Insert excerpt |
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| _access |
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| _access |
|---|
| nopanel | true |
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|
| Insert excerpt |
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| _description |
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| _description |
|---|
| nopanel | true |
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|
There is a toolbar above the screen canvas. This provides the following options:
| List options |
|---|
| Insert excerpt |
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| _tables |
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| _tables |
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| nopanel | true |
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|
| Open the repository showing the list of available tables streams for your application. |
| Insert excerpt |
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| _screen_toolbar |
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| _screen_toolbar |
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| nopanel | true |
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|
| Open the repository showing the list of available dashboards for your application. |
| Insert excerpt |
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| _actionflow |
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| _actionflow |
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| nopanel | true |
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|
| Open the repository showing the list of available actionflows for your application. |
| Insert excerpt |
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| _palette |
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| _palette |
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| nopanel | true |
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|
| Open the list of palettes. |
| Insert excerpt |
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| _styles |
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| _styles |
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| nopanel | true |
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|
| Open the repository showing the list of available styles for your application. |
| Canvas options |
|---|
| Open the help topic with details about working with dashboards. |
| Insert excerpt |
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| _property_settings |
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| _property_settings |
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| nopanel | true |
|---|
|
| Open the properties tab for the dashboard. |
| Insert excerpt |
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| _layout_unlock |
|---|
| _layout_unlock |
|---|
| nopanel | true |
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|
or | Insert excerpt |
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| _layout_lock |
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| _layout_lock |
|---|
| nopanel | true |
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|
| Unlock a dashboard to edit its layout. Lock a dashboard to prevent accidental edits and to display the data content. |
| Insert excerpt |
|---|
| _refresh |
|---|
| _refresh |
|---|
| nopanel | true |
|---|
|
| Update the dashboard to reflect changes made elsewhere in PhixFlow, such as the dashboard properties, layer orders or shared styles. |
Right-click on a screen to display its pop-up menu. The options available depend on where you click. If there are many options, some are moved onto the sub-menu
| Insert excerpt |
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| _screen |
|---|
| _screen |
|---|
| nopanel | true |
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|
Options.
| Menu option | Description |
|---|
| Insert excerpt |
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| _layout_unlock |
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| _layout_unlock |
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| nopanel | true |
|---|
|
| Unlock a dashboard to edit its layout. |
| Insert excerpt |
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| _layout_lock |
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| _layout_lock |
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| nopanel | true |
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|
| Lock a dashboard to prevent accidental edits and to display the data content. |
| Insert excerpt |
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| _context_parameters |
|---|
| _context_parameters |
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| nopanel | true |
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|
| For dashboards created in PhixFlow versions 8.3 and earlier, open a window listing the context parameters in alphabetical order. |
| Insert excerpt |
|---|
| _element_show |
|---|
| _element_show |
|---|
| nopanel | true |
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|
| For dashboards created in PhixFlow versions 8.3 and earlier, open the properties for the dashboard element. |
| Insert excerpt |
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| _area_above |
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| _area_above |
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| nopanel | true |
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|
| Use these options to divide a dashboard into multiple, resizable panes. Select the option to add a pane relative to the currently selected pane. To remove a pane, use the pop-up menu options | Insert excerpt |
|---|
| _delete |
|---|
| _delete |
|---|
| nopanel | true |
|---|
|
Pane. |
| Insert excerpt |
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| _area_right |
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| _area_right |
|---|
| nopanel | true |
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|
|
| Insert excerpt |
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| _area_below |
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| _area_below |
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| nopanel | true |
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|
|
| Insert excerpt |
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| _area_left |
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| _area_left |
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| nopanel | true |
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|
|
| Insert excerpt |
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| _area_lock_width |
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| _area_lock_width |
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| nopanel | true |
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|
| Fix the height or width of the selected pane. You will no longer be able to resize a pane by dragging its dividing line. |
| Insert excerpt |
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| _area_lock_height |
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| _area_lock_height |
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| nopanel | true |
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|
|
| Insert excerpt |
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| _delete |
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| _delete |
|---|
| nopanel | true |
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|
| When a specific component is selected, delete the component. Other delete options that may be available relate to specific types of component in the selected pane. |
| Insert excerpt |
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| _delete_item |
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| _delete_item |
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| nopanel | true |
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|
| Delete options depend on the selected item. Examples are: | Insert excerpt |
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| _delete_item |
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| _delete_item |
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| nopanel | true |
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|
selected objects| Insert excerpt |
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| _delete_item |
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| _delete_item |
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| nopanel | true |
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|
pane| Insert excerpt |
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| _delete_item |
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| _delete_item |
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| nopanel | true |
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|
form
|
| Insert excerpt |
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| _element_delete |
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| _element_delete |
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| nopanel | true |
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|
| Delete a dashboard element. |
| Insert excerpt |
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| _form_new |
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| _form_new |
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| nopanel | true |
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|
| Create a new form in the current area. |
| Insert excerpt |
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| _pin_unpin |
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| _pin_unpin |
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| nopanel | true |
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|
| Pin a component to fix its position; see Pinning and Unpinning. |
| Insert excerpt |
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| _palette |
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| _palette |
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| nopanel | true |
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|
| Open the palette to drag in components. |
| Insert excerpt |
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| _autosize |
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| _autosize |
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| nopanel | true |
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|
| Toggle whether or not the currently selected component is automatically auto sized when an application window is resized by the user. | Note |
|---|
Using this option, or manually resizing a component may change the state of the Layout → Style Settings → Auto Size property. |
|
| Insert excerpt |
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| _arrange_components |
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| _arrange_components |
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| nopanel | true |
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|
| Options to arrange the selected components within a pane: | Insert excerpt |
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| _align_left |
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| _align_left |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
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| _align_right |
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| _align_right |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
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| _align_top |
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| _align_top |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
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| _align_bottom |
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| _align_bottom |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
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| _distribute_horizontal |
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| _distribute_horizontal |
|---|
| nopanel | true |
|---|
|
| Insert excerpt |
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| _distribute_vertical |
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| _distribute_vertical |
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| nopanel | true |
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|
|
| Insert excerpt |
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| _repository_find |
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| _repository_find |
|---|
| nopanel | true |
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|
| Open the repository with to see the selected component in the list. This can be useful if you want to move a component. |
| Insert excerpt |
|---|
| _screen_properties |
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| _screen_properties |
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| nopanel | true |
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|
| Open the properties tab for the dashboard. |
| Insert excerpt |
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| _record_show |
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| _record_show |
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| nopanel | true |
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|
| Display information about the stream and its stream-items. | Insert excerpt |
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| _terms_changing |
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| _terms_changing |
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| nopanel | true |
|---|
|
|
| Insert excerpt |
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| _mapping |
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| _mapping |
|---|
| nopanel | true |
|---|
|
| Opens a new mapping element properties tab where you can map attributes with different names to components. |
| Insert excerpt |
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| _children |
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| _children |
|---|
| nopanel | true |
|---|
|
| For the selected parent container, select all the child components. |
| Insert excerpt |
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| _table_properties |
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| _table_properties |
|---|
| nopanel | true |
|---|
|
or Show the Stream Configuration | Open the properties for the stream (table). |
| Insert excerpt |
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| _attributes_show |
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| _attributes_show |
|---|
| nopanel | true |
|---|
|
...
| Show the list of attributes that are bound to the component. The attributes can be from a stream or view. This is shown in the option: | Insert excerpt |
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| _attributes_show |
|---|
| _attributes_show |
|---|
| nopanel | true |
|---|
|
for stream (table) <name>| Insert excerpt |
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| _attributes_show |
|---|
| _attributes_show |
|---|
| nopanel | true |
|---|
|
for view <name>
|
| HTML Comment |
|---|
Unreachable ActionsA workflow can have placeholder actionflows linked to a dashboard. If the actionflow has not been wired then it is listed here. Open on Startup You may have a screen that acts as your application's welcome window. Use this option to open a screen whenever the application starts. | Insert excerpt |
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| _check_box_tick |
|---|
| _check_box_tick |
|---|
| nopanel | true |
|---|
|
to open the screen when the application starts. | Insert excerpt |
|---|
| _check_box_untick |
|---|
| _check_box_untick |
|---|
| nopanel | true |
|---|
|
is the default. The screen is opened by a user action within the application. |