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This page is for application designers. It describes the properties of a component. It also lists the context menu options for components.

Overview

Components are the building blocks of dashboards. For information about the different types of component and how they can be combined into layouts, see Screen Structure.

Component Properties

Each component has the following properties. Some properties are only available for some types of component.

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. For components, this property is read-only. The parent is the application or package to which it belongs.

Live Search

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Table of Contents

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Basic Settings

Field

Description

Name

Enter the name of the component.

The names for data views, form fields and card components cannot include spaces.

Allow Empty Row

Available for drop-down list components.

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to allow empty rows in the drop-down list.

Cache Data

This field is only available if the component is a drop-down list.

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to cache the data in the field after it is loaded for the first time.

Parent

Available for button components. PhixFlow displays the name for the parent component.

The following options relate to actions.

Note

For new applications created in PhixFlow version 9.0 or later, we recommend you use new actionflows for configuring actions.

Set the Action Method to Actionflow.
Select or create an Actionflow.

For applications created in version 8.3 and earlier, we recommend that you continue to use stream actions combined with either an Action Type or an Action, not both.

Set the Action Method to Stream action.
Select:
- either an Action Type.
- or an Action from the appropriate stream.

If you specify both, the Action Type overwrites the type of the first stream-item-action rule that is configured in the action properties. The rest of the stream-item-action rule configuration remains the same. For example:

A button Action Type is Update.
Its Action has 3 stream-item-action rules, to:
1. insert
2. insert
3. update.

When the user clicks the button, PhixFlow runs the stream-item-action rules in turn, but runs the actions:

update
insert
update

Only the first insert stream-item-action rule type is replaced by the update type specified in the Action Type.

Action Type

Available for buttons.

Select one of the following action types that will run when the user clicks the button.

General
Insert
Clear All Fields
Close the current dashboard
Update
Delete

Alternatively, use the Action field to specify a stream action in which you can configure more details.

Action Method or
Double-click Action

Action Method is available for buttons. Double-click Action is available for grid views and cards.

Select whether or not an action runs when the user clicks the button or grid.

No Action
Stream Action: use when maintaining applications created in PhixFlow version 8.3 or earlier.
Actionflow: new in PhixFlow version 9.0.0. Use for new applications; see Wiring in Actionflows

Action

Available when Action Method is Stream Action.

Select the action to run when a user clicks the button or double-clicks a grid view or card. The drop-down list shows:

if your application is not loaded: a list of applications. Select the application on which you are working to see the available streams.
if your application is loaded: a list of streams.

Select a stream to see the list of actions associated with the stream.

Default Action

Available for grid and card data components, when Double-click Action is Stream Action.

Select an action to run when a grid row or card is double-clicked

Drag Type

Available for grid and card data components, when Double-click Action is Stream Action or Actionflow.

Select or add a drag type to use when the user drags a grid row or card; see Drag Types and Drop Targets.

Actionflow

Available when Action Method is Actionflow. Click:

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to create a new actionflow.

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to select an actionflow from a list. The drop-down list shows:

if your application is not loaded: scroll down the list of applications to find the application on which you are working and its actionflows.
if your application is loaded: a list of actionflows in your application.

End of options related to actions

Snap Grid Size

Todo-Fiona - waiting for adam

Available for container components:

form
area

Also available for basic layouts:

tab header
tab display area
labelled number field
labelled date field
labelled date-time field
labelled drop-down field
labelled true/false field.

Enter the grid size to use when components are snapped to the grid.

Composite Component

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to indicate this component is grouped with its parent component.

It can be useful to group components together, such as a dynamic text field and the static text field that acts as its label. To do this,

Create a component to act as the container, for example an area.
Add the components you want to treat as a single component.
Tick this option for each of the components within the container.

PhixFlow then treats the container and the components it contains, as a single, composite component. In a dashboard, when you select or drag a component, such as a text field, PhixFlow selects or moves the whole composite component.

Tip

To select a component that is part of a composite component:

Click once to select the composite component.
Click again to select the specific component.

Layout Category
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layout-cat

Available for container components:

areas
forms
card containers.

This property relates to configuring preferred parents for components; see Layout Categories and Preferred Parents.

Select a layout category to indicate the part of a screen that this component represents, such as a header, navigation, button-bar or footer. You can also add a new layout category. Layout categories are listed in the repository.

For other components and layouts, the property tab includes a Preferred Parent Categories section. Use this to select the layout categories that are suitable locations to drop a component. For example, a button could have button-bars as their preferred parent. When you drag a component or layout from the palette, PhixFlow can highlight parts of the dashboard where you can drop.

Stream

Available for card containers and forms.

The name of the stream or stream view bound to the form or card container.

For a card container, you can drag a stream or stream view from the repository into this property to bind data.

Stream View Name

Display Text

Available for static text fields.

Enter the text you want to display on the component. By default this field is an expression editor. For options to format the display text as HTML, tick Use HTML Formatting.

Use HTML Formatting

Available for static text fields.

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to change the Display Text field from an expression editor to an HTML editor. You can then use the toolbar to apply HTML formatting to the text.

Default Value

Available for data field components:

true/false field
date field
date-time field
number field
string field
dynamic text.

Select or enter a value to display in the field. PhixFlow uses this value if:

an action opens the dashboard to which this component belongs
and there are no context parameters or form mappings to populate this field.

Date/Time Format

Available for the data field components:

date field
date-time field
dynamic text
drop-down field.

Select the format in which to display the date or date time value.

Number Format

Available for the data field components:

number field
dynamic text
drop-down field.

Select the format in which to display the number value.

The drop-down list of Number Formats is populated from the formats defined for your:

PhixFlow instance
your application's theme
your application.

Type

Available for dynamic text and drop-down components.

Select one of the data types:

String
Integer
Float
Date
Datetime
HTML

The data type determines how the selected data will be formatted.

Integer or Float must have a number format
Date or Datetime must have a date-time format.

Decimal Places

Available for dynamic text components.

Enter the number of decimal places to display for numbers.

URL

Available for URL display components.

Specify the URL that you want to be displayed.

Expression

Available for URL display components.

Enter an expression which, if true, determines the URL.

Multi-line

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to allow the text to wrap over 2 lines.

The following options are only available for date, date-time, number, string and drop-down fields.

Use Field Name as Place Holder

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to automatically use the field name as the placeholder text in the empty field.

Place Holder Text

Enter text that PhixFlow will display when the input field is empty. Placeholder text is shown slightly greyed out to distinguish it from text that:

either is entered by the user
or is read-only text.

The following options are only available for a view or a card container.

Anchor

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Parent

The name of the form or area that this component is a part of.

Display Name

Enter a name to be displayed as the heading for this component. If no display name is set, the file name for the component is displayed.

Stream View Name

Select the view that backs this card container or form. This means you can have aggregated data in the background filter of the card container or form.

Select First Row By Default

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to automatically select the first grid row or card when the dashboard is opened.

Refresh If Not Active

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to refresh the data in the component even if the parent dashboard is not active. Use this option if a user selection elsewhere in the application can affect the data in this component.

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to refresh the data in the component when the dashboard becomes active.

Show Paging Bar

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to display the paging bar by default.

Default Page Size

Available for grid and card data components.

Specify the number of records to be displayed as:

rows in a grid
cards in a card component.

If not specified, PhixFlow uses the default page size set in System Configuration.

Use Custom Data Range

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to use the default data range, which is set in the Stream → Basic Settings → Data Range property. It determines whether this component displays stream-items (records) from:

either all stream-sets
or the latest stream-set only.

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to override the setting in the backing stream. PhixFlow shows the Data Range property.

Data Range

Available when Use Custom Data Range is ticked.

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This value is used instead of the data range specified on the backing stream.

Use Custom Default Filter

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to display the Default Filter field.

Default Filter

This field is available when Use Custom Default Filter is ticked. Select or add a filter. This overrides any default filter set in the original view.

Default Sort Order

Select or add a default order in which data will be displayed; see Sort Order.

Kanban Board
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kanban_board

This section is available when the Advanced → Type is Cards.

Kanban boards display stream-items as cards in columns, with headings. The columns usually represent the status of the stream-item. When a Kanban application user drags a card from one column to another, the default kanban drag action automatically updates these attributes to match those of the target column.

Example: a stream may stream-item information about status using the attributes StatusID and StatusName.

StatusID	StatusName	Data
Use this attribute to identify the columns	Use this attribute to name the columns
01	Planned	Yes
02	In Progress	No
03	In Review	No
04	Done	Yes

Table 1: Example attributes for a kanban board

Use the following properties to set the columns and headers for the kanban board. To specify the styles for the kanban board columns and headings, see 9711230837, below.

Field Description

Kanban Columns

This field is required. Select an attribute from the list.

PhixFlow uses this attribute to create the kanban columns. Each value found for the attribute in the stream data generates a column. PhixFlow displays the stream-item as cards in the column that represents the value of this attribute.

In some cases, the attribute that you use to create the columns will have a data form that is not useful as a column heading. For example it may be a identifier, rather than a name. In this case, specify Kanban Column Headings.

Note
The columns are restricted to those found in the data.

Panel

title	Example

Example using the attributes from Stream 1, above.

Select the attribute:

StatusID to create the kanban columns
StatusName to name the kanban columns

Recirds include StatusID values of 01 and 04. No stream-items include the values 03 and 04. Therefore the kanban board has just two columns:

01, with the heading Planned
and 04, with the heading Done.

To display kanban columns for all possible values of the selected attribute, tick Evaluate Kanban Columns as Expression. PhixFlow adds the expression fields:

Kanban Column Expression
Kanban Column Headings Expression, when you select a Kanban Column Headings attribute.

Enter an expression that defines all the columns and (optionally) their headings.

Kanban Column Headings

Optionally, specify the attribute to create the kanban column headings. Select an attribute from the list.

This attribute must have values that correspond to the values in the Kanban Columns attribute. For example, if you select a Kanban Columns attribute of StatusID, the corresponding attribute for column headings is StatusName, as shown in the Stream 1 above.

Evaluate Kanban Columns as Expression

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to display expression fields. Enter expressions to specify the full set of columns and headings that you require. Columns remain visible on the board even when there are no stream-items to display in them.

To ensure kanban boards are responsive, expressions can only take a subset of functions; see Responsive Functions.

Kanban Column Expression

Available when a Kanban Columns is selected and Evaluate Kanban Columns as Expression is ticked.

Enter an expression to specify which columns appear on the board.

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title	Example

Example using the attributes from Stream 1, above.

Select the attribute:
- StatusID to create the kanban columns
- StatusName to name the kanban columns
Tick Evaluate Kanban Columns as Expression
Enter an expression for all 4 columns: 01, 02, 03 and 04.
Enter an expression for all 4 column names: Planned, In Progress, In Review and Done.

The kanban board has just four columns. The In Progress and In Review columns do not contain any cards.

Your expression can directly specify all the columns/headings.

If you want the flexibility of changing the kanban columns over time, consider having a stream in which all the attributes for the kanban columns and their headings are defined. Use the expression to refer to the stream. When you update the stream, the kanban board will automatically be updated.

To ensure kanban boards are responsive, expressions can only take a subset of functions; see Responsive Functions.

Kanban Column Headings Expression

Available when a Kanban Column Headings is selected and Evaluate Kanban Columns as Expression is ticked.

Enter an expression to specify which column names appear on the board.

Background Filter Rules

Available for data view components and card containers. Specify a background filter that PhixFlow applies to the stream data before it is displayed in the component.

Field

Description

Evaluate These Filter Rules as an Or

Specify how to combine the Background Filter Rules.

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to combine the background filter rules as an AND filter.

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to combine the background filter rules as an OR filter.

Background Filter Rules

This section has a toolbar with standard buttons.

The grid contains a list of the background filter rules that are combined together to create the background filter for the component. To add a filter rule to the list, click

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. PhixFlow opens the filter rule properties. To remove a filter rule, use the toolbar button

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.

For information about the details shown in the grid, see Filter Rule.

Drop Targets

A list of rules of the action drop-targets on this component. Click

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to add a new drop-target; see Drag Types and Drop Targets and /wiki/spaces/HELP11/pages/9711192182.

Style Settings

Select formatting properties for the current component; see Style Reference Information properties, as they are the same as the Style Settings here.

PhixFlow uses the style settings to construct CSS for the component; see w3schools.com CSS for details of CSS. If the formatting you require is not available in this section, you can also create custom styling, see CSS Properties Reference Information. PhixFlow applies the style to the component when you save changes to the properties tab.

In addition to the standard style properties, this section includes the following settings related to kanban boards.

Field

Description

Kanban Column Style

Available when a Kanban Board → Kanban Column attribute is selected.

Select a Style Reference Information to format the kanban board columns and their headers.

Either select a style from the drop-down list.
Or click
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to show the list of styles available in the repository
Or click
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to create a new style to use.

Kanban Header Style

Header Style

Remaining properties

The rest of the Style Settings properties are the same as those that you can set in a Style Reference Information.

Tip

Style settings include adding scrollbars.

Grid and card container components that have scrollbars can also scroll automatically. This means users can drag cards or grid items to targets that are currently off-screen.

Click to select the item and start to drag it in the direction of the target.
At the edge of the component, pause the mouse pointer.
PhixFlow then starts to scroll in the direction of your drag.

Automatic scrolling can be:

left or right
up or down
diagonal.

CSS Properties

A list of CSS properties. Click

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to add a new CSS style; see CSS Properties Reference Information.

Shared Styles

A list of shared styles. Click Show the List of Styles to see the styles available in the repository. You can drag styles from the repository into the grid to add a shared style to this component.

Formatting Rules

A list of rules about when to apply formatting. Click

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to add a new rule; see Formatting Rules.

Event Handlers

This section has a toolbar with standard buttons.

The grid contains a list of event handlers configured for this component. Event handlers use a user action, such as a mouse-click, to trigger a stream-action or actionflow to run. To add an event handler:

Click
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PhixFlow opens a new properties tab for the event handler.
Select the Event Type, Action Method and specific stream-action or actionflow you require; see Event Handlers properties.

To remove an event handler, use the toolbar button

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.

Position Settings

Field

Description

Order

The order of the component.

Tab Index

The order of the tab.

Width

The width of the component; https://www.w3schools.com/cssref/pr_dim_width.asp

Height

The height of the component; https://www.w3schools.com/cssref/pr_dim_height.asp

Top

The top of the component; https://www.w3schools.com/cssref/pr_pos_top.asp

Left

The left of the component; https://www.w3schools.com/cssref/pr_pos_left.asp

Right

The right of the component; https://www.w3schools.com/cssref/pr_pos_right.asp

Bottom

The bottom of the component; https://www.w3schools.com/cssref/pr_pos_bottom.asp

Prevent Dragging

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to prevent a component from being dragged or resized when a dashboard is in edit mode. This means you cannot accidentally move a component that you want to stay in a fixed position, such as a header or footer.

Preferred Parent Categories
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This property relates to configuring preferred parents for components; see Layout Categories and Preferred Parents. For container components, the property tab includes a Layout Category property in which you can create layout categories and assign container components to them.

This section includes a list of the layout categories, that this component can be dragged onto. For example, you can set a button-bar as the preferred parent for a button. When you drag a component or layout from the palette, PhixFlow can highlight parts of the dashboard where you can drop it.

To add a category, open the repository Layout Categories section and drag one into the list.

Mappings

This section is only available for components that can have actions, such as buttons, views and cards. This means you can map attributes that have different names. PhixFlow will evaluate all the mapped datasets when it runs the action.

Advanced

Field

Description

Type

PhixFlow populates this property with the type of component.

View Type

Available for area components. Optionally select one of the following to set additional behaviour for an area.

Field Container: indicates the area is acting as a container for a data field and associated text field.
PhixFlow uses the container name as the text in the field,
Dashboard Drag Handle: the area acts as a drag handle.
The application user can click in the area and drag to move the whole dashboard.

Drag in an attribute.
PhixFlow adds a labelled field component that matches the data type.
PhixFlow uses the attribute name as the name of the area.
PhixFlow adds the attribute name as the content of the text field, which has the name Label

todo-Fiona - data associations

Internal Icon Source

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Select an image from the list of uploaded images.

Optionally specify either an internal or an external icon source. If you specify both, PhixFlow will use the Internal Icon Source.

When you add a component to the palette, PhixFlow uses the image as the icon in the palette. If you do not specify an image, PhixFlow uses a default icon based on the component type.

External Icon Source

Enter the path to an icon that is stored in your file system.

Test Handle

Enter a name that you can use for this component, when you are running automated tests on your application.

Template

Read-only. Available for components that have been added to a palette.

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indicates this is a template component that has been added to a palette.

Palette Label

Available for components and layouts that have been added to a palette.

Optionally, enter a label that will appear below this component when it is displayed in the palette. This is useful if you want a shorter or more descriptive label than the component name, which is displayed by default.

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Description

Field

Description

Tooltip

Enter tooltip text. When using the application, if the user hovers their mouse over this component, PhixFlow displays this text.

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Description

Enter a description to explain the purpose of this component.

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Creating Background Filters Within a Component

As well as using the properties tab to set up background filters, you can apply them within an unlocked dashboard or component that contains a grid view.

In the component, drag the column header from a grid view onto a form or card. This creates a background filter using the backing attribute. When you then select a different row in the grid view, the contents of the form or card is updated to show the details for the selected row.

If the backing stream no longer contains an attribute that appears as a column header in the grid view, PhixFlow prompts you to select an alternative attribute of the same type, if one is available. If the backing stream has no attributes of the same type, PhixFlow reports and error.

Understanding Kanban Boards

A kanban board is a project tracking tool that shows work at various stages of a process. Each column represents a stage in the process. Each piece of work is represented by a card.

Card components have properties so that you can easily create kanban boards. In the Kanban Board section, select an attribute from the backing stream to define kanban columns, and optionally their headings. PhixFlow creates one card for each stream-item in the stream, and displays it in the appropriate column. To define the styles for the columns and headings, use the options in 9711230837.

There are two ways to move cards to different columns.

Either update the backing stream. When you refresh the kanban board, PhixFlow automatically moves the cards to the columns that reflect their stage in the process.
Or drag a card from one column to another. PhixFlow automatically updates the values of its kanban attributes to reflect the target column.

Example

The backing stream for a component has the attribute Status, which can have the values:

Not started
In progress
Blocked
Done

PhixFlow uses these values to create 4 columns, and uses the status values as the headings. Each stream-item is displayed as a card. The Status attribute determines which column the card is in. You can drag a card between columns, for example from Not started to In progress. In the backing stream, PhixFlow updates the Status of the stream-item to In Progress.

Component Pop-up Menu

The context menu options vary for different types of component. Options for dashboards will be listed:

either in the context menu itself
or in the
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Options sub-menu.

In the following stream, the menu options are grouped according to purpose. This may not be the order in which the options appear in the menu.

Menu option

Description

Fixing and Moving

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When a dashboard is locked, unlock to make changes.

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nopanel	true

Lock a dashboard to display the data content.

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	_pin_unpin
nopanel	true

Pin or unpin a component. You can drag unpinned components to different locations in the dashboard. Unpinned components will move if another component is dropped on or near them.

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	_lock_height
nopanel	true

Fix the height of the selected component.

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	_autosize
nopanel	true

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 Component → Style Settings → Auto Size property; see Style Reference Information.

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 sub-menu

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	_align_left
nopanel	true

Align the left edges of all the selected components to the component that is furthest to the left.

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	_align_right
nopanel	true

Align the right edges of all the selected components to the component that is furthest to the right.

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	_align_top
nopanel	true

Align the top edges of the selected components to the component that is positioned highest.

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	_align_bottom
nopanel	true

Align the bottom edges of the selected components to the component that is positioned lowest.

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	_distribute_horizontal
nopanel	true

Equally distribute the selected components horizontally in the available space.

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nopanel	true

Equally distribute the selected components vertically in the available space.

Information

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nopanel	true

Open the properties tab for the component.

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nopanel	true

Open the properties tab for the dashboard.

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nopanel	true

Open the properties tab for the stream.

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nopanel	true

Open the list of context parameters.

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nopanel	true

Open the list of attributes for the stream. This option is available when a dashboard or component has a backing stream or view

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nopanel	true

Open the list of attributes for the stream. This option is available when a dashboard or component has a backing view as well as a backing stream or view.

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nopanel	true

Open a window showing the stream-item.

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nopanel	true

Open the repository with the component's name highlighted.

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nopanel	true

Open a new mapping properties tab.

Adding

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For new dashboards, add a form container.

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nopanel	true

Open the palette to drag in templates.

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nopanel	true

Add a vertical bar to the current area.

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nopanel	true

Add a horizontal bar to the current area.

Selecting

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For the selected area or container, select all the components contained in it.

Copy as Template

Use the selected item as a template. This also copies any background filter rules and data mapping to the template.

Deleting

Insert excerpt

	_delete_item
	_delete_item
nopanel	true

Delete the selected component from the dashboard.

Insert excerpt

	_delete
	_delete
nopanel	true

<component>

Delete the selected component from the dashboard, and everywhere it is used.

Version	Old Version 167	New Version 168
Changes made by	David Coales	Anthony George
Saved on	Jan 18, 2022	Feb 02, 2022

Page Comparison

Versions Compared

Key

Overview

Component Properties

Basic Settings

Kanban Board Anchorkanban_boardkanban_board

Background Filter Rules

Drop Targets

Style Settings

CSS Properties

Shared Styles

Formatting Rules

Event Handlers

Position Settings

Preferred Parent Categories Anchorpref-parentpref-parent

Mappings

Advanced

Description

Creating Background Filters Within a Component

Understanding Kanban Boards

Component Pop-up Menu

Fixing and Moving

Information

Adding

Selecting

Deleting

Kanban Board
Anchor
kanban_board
kanban_board

Preferred Parent Categories
Anchor
pref-parent
pref-parent