This page is is for application designers who need to create forms. It explains techniques for associating text with a data field, to label a field.
Opening the List of Attributes
Once a stream or view is bound to a form component, PhixFlow knows what attributes are available. To open the list of available attributes for a form component:
either right-click on the form in the dashboard and select
Insert excerpt _attributes_show _attributes_show nopanel true or open the properties tab for a stream or view and expand the Attributes section.
Creating a Form
There are two ways to design a form for a screen.
- From a list of attributes, drag an attribute onto a form component. PhixFlow adds a default labelled field that matches the data type of the attribute; see Showing Data on a Screen.
- Drag field components individually from the palette, as follows:
In the dashboard toolbar, click the
icon.Insert excerpt _palette _palette nopanel true
Expand a palette that has field or labelled field components, such as:
- Basic Components
- Labelled Fields
- Theme 1 - App Builder Base Components
- Theme 2 - App Builder Base Components
Drag components onto a form container.
Note Field or labelled fields must match the data type of the attribute that it will display.
Enter a name so that PhixFlow can save the component to the repository.
Adding a Static Text Label
Enter Your Own Text
Static text components display the text entered in their Display Text property.
- From the palette, drag a static text field component onto the dashboard
- .
- If this is a label for a data field
- , optionally group the data field and the static text field together; see Grouping Components.
- In the
- properties, in Basic Settings → Display Text, enter the fixed text you want to appear and save your changes.
To change a fixed text label:
Click on the label to select it.
If the label is a composite component, click on the data field, then click again to select its label.PhixFlow displays the static text properties. Edit Basic Settings → Display Text and save your changes.
Basic Components: individual data field and text components
Labelled fields: a composite component comprising a data field and a static text field
Use the Attribute Name
When designing a dashboard, you may want a field to have a label that indicates the data being displayed. Where the attribute name is a good reflection of it's data, you can use this to add a
label. For example, an attribute called Name has company name data:
To create a label from an attribute:
Open the list of available attributes.
Drag an attribute onto a form container on the dashboard.
PhixFlow adds a labelled field to the form.
A labelled field is a composite component that includes:
- a static text field, with properties → Basic Settings:
- Name is
Label
- Display Text is the name of the attribute.
- Name is
- a data field that displays data from the attribute.
For information about composite components, see Grouping Components.
The default component to use when you drag attributes onto a dashboard are set in the Application properties or in System Configuration.
Adding a Dynamic Text
Label
PhixFlow matches a dynamic text
component to an attribute by matching their names. This is shown in the following illustration.
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A dashboard has a form container that includes a dynamic text field component |
that looks like this:
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In the dashboard below, the first record, for the business Avaveo, is selected. |
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Dashboard with grid (top) and form (below) |
Both the data grid and the form are bound to a stream called Stream that is bound to the grid and the formIn the dynamic text field properties, the Name property is set to
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Editing a Form Field Label
To change the default name of a form field:
Click on the form field, then click again to select the label.
In the properties window on the right, update the
Display Text
to the desired value.Save your changes.
Manually Creating Form Fields
In the Screen's toolbar click theOpen the your desired palette e.g. Theme 2.1
Open the Labelled Fields section e.g.
Drag a labelled field onto your screen. Note, select a field that matches the type of data the attribute will display.
Provide a name when prompted.
Optional Steps
If you need your field to be backed by data it will need to be associated to an attribute on a stream.
Click on the broken link Icon.
Follow the wizard prompts.
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Setting Place Holder Text
Place holder text can be used to display a message to communicate information to the user. The value can be set manually or set to match the form field label.
- Select the Form Field on the dashboard.
- In the properties window on the right:
- Type a value in the Place Holder Text field to manually set a value.
- Tick Use Field Name as Place Holder to use the name of the field as the place holder text.
- Type a value in the Place Holder Text field to manually set a value.
Advanced Editing
In addition to a label, you may want additional text below the field. For example you might want to add
- static text, to explain what the user can do.
- dynamic text that depends on selected data.
- In a basic components palette, such as Basic Components, drag a Static Text or Dynamic Text layout onto a form area.
Right-click the new field and select Find. In the layouts list, find the container for the fields and double-click it to open its properties.
In the Advanced section, the View Type is Field container. Expand the drop-down list and select the empty row. Save the container component. This "opens" the container so you can add more components to it.
- In the layouts list, shift-click and drag the new component into the container. PhixFlow moves your component to be a child of the container component.
Important: Open the field container properties again and reset Advanced →View Type to Field container. All child components are now contained within the parent, which is also a composite component.
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Not yet implemented To bind the field to an attribute:
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