Overview

PhixFlow appears slightly different differently depending on whether you are using it as an Application User or Application Designer.

Application User

Perform all of their activity in PhixFlow application mode. They are not provided access to the design side of the applicationPhixFlow. A users access is set in their user profile, as configured by the System Administrator or Application Designer(s).

Application Designer

Use PhixFlow to configure applications. They design the screens, data structure and all elements that make up an application. We recommend that 

 Application Mode

Selecting Applications

Applications are shown as a set of cards on the welcome screen. You can use the grid and list buttons switch between a grid and a list view of the application cards or search for an application by name. Double click anywhere on a card to open the application.

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You can return to the Welcome window by clicking on the 

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 icon in the top left.

Opening Specific Application with a URL

To open a specific PhixFlow application using a URL , the address must include the following at the end. Note that APP is the name of your application.

?application=APP

To see the URL for any PhixFlow application simply open the application the application and copy the address from the address bar

On Mobile Devices

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

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   – option available depend user's permissions.

 Design Mode

PhixFlow is a powerful tool for creating applications that help automate business processes. Design mode is where the configuration is carried outtakes place.

Users can setup workflows, define data structures, design screens, configure the actions users can perform and create analysis models that process data and provide integration with external systems.

To switch between Design mode and Application mode click: 

PhixFlow Welcome Window

lists Lists all the applications available to you, To to return to the Welcome window at any time, click 

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PhixFlow Working Window

PhixFlow is a visual tool for configuring applications or modelling data. The arrangement of PhixFlow's window is consistent across designing screens and for the different diagrams that you can work on, all design elements 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 for 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 activities, 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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  .

Navigation Tabs

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

Context Toolbar

Contains all of the items required to configure and layout PhixFlow applications. Each toolbar is relevant to the area of the system they are in.

Right Panel

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

Context Help

Context help is available for all major activities within PhixFlow. They consist of a short video to help you get started and a set of links to key areas within the topic and further information. 

To configure whether or not the Help panel is displayed, use your User Details → Show Contextual Help Panes option.

Repository

List all of the items that you can use. See Using the Repository for more information. 

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 

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

Repository

List all of the items that you can use. see Using the Repository for more information. 

Click on the  Insert excerpt_help_helpnopaneltrue button to open the help panel. 

Left Panel

When you are working on screen design, PhixFlow displays a Layers panel on the left of the screen. This panel shows how the different items on the screen are related to each other, and highlights any element you have selected. Click the 

Accessing Help

There are several ways to get help in PhixFlow.

• On the Welcome page you can easily access the Learning Centre videos about new features in PhixFlow.
• Working in  Insert excerpt_design_mode_design_modenopaneltrue, as you use PhixFlow, the Help panel on the right provides simple instructions and short videos to help you with your current task. There are also links to more detailed tutorials and reference in the Learning Centre or PhixFlow's Confluence Help.
  To configure whether or not the Help panel is displayed, use your User Details → Show Contextual Help Panes optionThe help button in the header bar will take you to the learning centre where you will find, video tutorials, example data sets, template applications, as well as the ability search our extensive help library for your specific topic.
• Item properties and windows in PhixFlow include a 

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   icon on the toolbar. This goes directly to the relevant reference help page, which has details about each option.

Notifications and Errors

PhixFlow displays notification pop-ups on the screen. The different coloured notifications are:

• green Green - information
• blue Blue - warnings
• red Red - errors.

You can click Dismiss notifications to notifications in the header bar to close all green and blue notifications. You must close red error messages individually.

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

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

• in the repository: an item's name
• in a diagram: an item's icon on the canvas
• in a screen: a component.

Error Messages

In the Administration Menu → System Configuration it is possible to set the Notification Timeout to automatically close these popups.

If there is an error that prevents PhixFlow completing something, it will display the system error message. You must close red error messages individually. 

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.