Versions Compared

Version Old Version 45 New Version 46
Changes made by

Anthony George

Anthony George

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

This page explains how to open a screen or create a new one, as well as how to add components to a screen.

Open an Existing Screen

To open an existing screen ready for editing:

In

  1. Click the Design menu item from the top menu
    Insert excerpt
    _screen
    _screen
    namescreen
     or In the repository, expand your application's Dashboards section.

Select one of the listed dashboards
  1. Double click the desired dashboard to open it.
  2. PhixFlow opens the dashboard on the left.
  3. Right-click anywhere on the dashboard to open the pop-up menu and select 
    Insert excerpt
    _layout_unlock
    _layout_unlock
    nopaneltrue
    .
  4. PhixFlow displays the toolbar for the screen
.In the toolbar (or in the pop-up menu), click 
  1. indicating it is ready to edit.
  2. Click 
    Insert excerpt
    _palette
    _palette
    nopaneltrue
     to display the palette on the right
.To add components to the screen, drag them into the canvas from the palette
  1. .
To edit layouts or components, select them to open their properties.

Live Search
spaceKey@self
additionalnone
placeholderSearch all help pages
typepage

Panel
borderColor#00374F
titleColorwhite
titleBGColor#00374F
borderStylesolid
titleSections on this page
Table of ContentsmaxLevel3indent12pxstylenone

Create a New Screen

  1. In the repository, expand your application's Dashboards section.
  2. Click 
    Insert excerpt
    _add
    _add
    nopaneltrue
    . PhixFlow opens the properties for a new dashboard.  
  3. Enter a name for the dashboard.
  4. Specify whether or not the screen should open full screen or as a pop-up window.
    • Pop-up properties: 
      • untick Open Maximised (default)
      • tick Always on top
      • tick Allow user to resize
    • Full-screen properties
      • untick Open Maximised
      • untick Always On Top
      • optionally, untick Allow user to resize
  5. We recommend you add description for the screen.
    Scroll down the properties and expand the Description section.
  6. In the properties toolbar, click
    Insert excerpt
    _finish
    _finish
    nopaneltrue
    .
  7. PhixFlow opens a new, unlocked, dashboard canvas on the left.
  8. In the toolbar (or in the pop-up menu), click 
    Insert excerpt
    _palette
    _palette
    nopaneltrue
     to display the palette on the right.
  9. To add components to the screen, drag them into the canvas from the palette.

The Screen Canvas and Options

PhixFlow has several areas of the screen with features to help you.

  • The central area is the canvas where you design your screen.
  • Along the top of the canvas is the toolbar
  • On the left is the layers panel, which shows how the components are nested; see Screen Design and Layers, below.
  • On the right is the palette. Drag components from the palette onto the canvas. 
  • Above the toolbar, you can find quick access to lists of:
    • other palettes
    • component categories
    • templates: components that can be added to a palette
    • styles
    • menus
    • images.

Unlock a Screen Canvas

To prevent accidental editing of a screen, PhixFlow opens an existing screen with the canvas locked:

  • when you first open an existing screen in 
    Insert excerpt
    _design_mode
    _design_mode
    nopaneltrue
  • when you switch between 
    Insert excerpt
    _design_mode
    _design_mode
    nopaneltrue
     and 
    Insert excerpt
    _app_mode
    _app_mode
    nopaneltrue
    .

To unlock the canvas, right-click on the canvas and select

Insert excerpt
_layout_unlock
_layout_unlock
nopaneltrue
. 

Using the Palette

The way a screen is made up of layered components is reflected in the way components are grouped in the palette. At the top level are the pre-built items, such as:

  • Complete Screens- drag in a single tile that has all the components to create a full screen. 
  • Form Elements - drag in several components or tiles to design your own screen. These have layers of components, such as an area with headers, fields and labels. 

If you want more control over the design of your screen, use partially prepared components:

  • Tile containers - drag these in to be the containers. Containers create distinct areas on the screen, with padding and margins so that child items can be automatically positioned.
  • Tiles - drag in composite components called tiles. 

If you want to go right back to the basic screen components and fields, use the last 2 palettes.

  • Base Components - build up the different things you want on the screen from the base up.
  • Data Components - add components designed to display data.

Creating Forms Easily

If your screen is going to be a form to display individual data records for a user to edit, it's easier to start with the data rather than creating lots of individual fields. The page see Showing Data on a Screen explains how to:

  1. Select the attributes you want to appear in a form. 
  2. Drag the attributes onto the parent container.
  3. Let PhixFlow create default form fields in which to display data records.

If you have already created form fields fields, they are displayed with a broken link icon. Drag on attributes to bind them to the field.

For your selected template, PhixFlow displays a palette. This has all the components you need to build a screen.

Tip

The easiest way to move components around is in the layers panel, rather than in the screen itself. This means you can be specific about how the component relates to other components on the screen.  In the layers panel you can drag a component:

  • into another component, creating a parent-child relationship 
  • next to another component, creating a sibling relationship.

If you are using PhixFlow's palette, most components will resize into the space that is available to them; see Using Size and Position for Responsive Design.



Screen Design and Layers :
Anchor
layer
layer

A typical screen has a nested structure, in which the main areas are the parents for other components. This structure, combined with appropriate styling, can create a responsive design that can adapt to both desktop and mobile devices. The nested structure is illustrated below:

Image Modified
Another way to show these layers is as a heirarchy. For example:
Screen
Controls area
Menu 1
Menu 2
Main area
Header
Tile container area
Sub-header
Tile Body
Area 1
Grid
Area 2
Form
Button Bar
Footer area
Button 1
Button 2

To show the parent/child hierarchy for a screen, click 

Insert excerpt
_layer_slider
_layer_slider
nopaneltrue
. There is an example on the right.

You can

  • Select something on your screen to see it/them highlighted in the layers list.
    • Selected items outlined in blue
    • Parent item outlined in orange.
  • In the layers panel, drag components around to change their position on the screen. 
See Also


Where Can I Drop This?

Whenever you start to drag a component from the palette, or an attribute, PhixFlow highlights the area onto which you can drop something using light blue, as shown below.


Testing Screens

To test an application screen, click 

Insert excerpt
_app_mode
_app_mode
nopaneltrue
 to interact with the screen as if you are an application user.

HTML Comment
hiddentrue

Features to be implemented:

Select an Existing Screen

  1. From the application Home window, select Design Screens.

  2. Select one of the listed screens.

PhixFlow opens the screen canvas on the left and the palette on the right.

Insert excerpt
_home_screen
_home_screen
nopaneltrue

Create a New Screen

If you have defined your data in an ERD, you can create a screen and its components based on that data; see Create a Screen From ERD Data. To create the screen first:

  1. Click 
    Insert excerpt
    _new
    _new
    nopaneltrue
     Create New to create a new screen.
  2. Select a screen template. This will give you pre-set layouts such as: 
    • desktop or mobile dimensions
    • full screen or pop-up
    • a data grid or form.
  3. PhixFlow prompts you to:
    • Enter the name and description for the screen.
    • Select whether or not the screen will Open Maximised.
      When you select this option, the screen will open "full screen" for the application user.
      Otherwise, PhixFlow assumes the screen will be a pop-up window. It automatically selects the following options: 
      • Always on top
      • Allow user to resize
  4. Click Confirm.
  5. PhixFlow opens a new screen canvas on the left and the palette on the right.

To add components to the screen, drag them into the canvas from the palette.

The Screen Canvas and Options

PhixFlow has several areas of the screen with features to help you. -Screenshot-

  • The central area is the canvas where you design your screen.
  • Along the top of the canvas is the toolbar
  • On the left is the layers panel, which shows how the components are nested; see Us L8213987396, below.
  • On the right is the palette. Drag components from the palette onto the canvas. 
  • Above the toolbar, you can find quick access to lists of:
    • other palettes
    • component categories
    • templates: components that can be added to a palette
    • styles
    • menus
    • images.

Unlock a Screen Canvas

To prevent accidental editing of a screen, PhixFlow opens an existing screen with the canvas locked:

  • when you first open an existing screen in 
    Insert excerpt
    _design_mode
    _design_mode
    nopaneltrue
  • when you switch between 
    Insert excerpt
    _design_mode
    _design_mode
    nopaneltrue
     and 
    Insert excerpt
    _app_mode
    _app_mode
    nopaneltrue
    .

To unlock the canvas, right-click on the canvas and select

Insert excerpt
_layout_unlock
_layout_unlock
nopaneltrue
.