Overview

You can make changes to the palettes, by adding components or removing them. You can also change the appearance of components in a palette, for example to use corporate colours; see Editing a Palette.

You may prefer to leave the palettes supplied by PhixFlow unchanged and instead create your own palette.

Adding Components to a Palette

If you have a component that you want to add to a palette, you must first copy it as a Template; see Making Template Components.

To add a template to a palette:

1. Open the repository.
2. Navigate to the palette and right-click select edit.
3. Drag the Palette tab into the workspace to show the tabs side-by-side.
4. From the repository branch → Template, drag a template from the repository into a palette or open one of the groups and add it there.

Removing Components

To remove components from a palette, right-click on the item in the palette and click 

Creating a Palette

1. In the repository navigate to your Application → Palette section and select 

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   _new _new nopanel true

   .
2. PhixFlow opens a properties tab for the palette. Name the palette and save it.
3. Click the 

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   _template _template nopanel true

    icon to display the available templates that can be used in your palette. If you have not created any templates yet see Making Template Components.
4. The Drag the templates can be dragged into into the Component list of your palettepalette properties →  Component section.
5. Optionally, define logical define Palette Groups and drag templates into the components section.Optionally, The groups.

This creates a palette to which you can add components. This is only available to your application.

Sharing A Palette

If you want to share your palette with other applications, move the palette and template components

from your application into a package that the other applications use. You can then set some components to be defaults.

1. In the repository expand Packages and select 

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   _new _new nopanel true

   .
2. Create your package and complete the details,
   1. If you want to define default components, tick Template
   2. In the Template Details section, define the defaults you want your palette to use.
   3. Note you only need to define these if you are creating a Palette that you will use as your default palette.
3. When you create a new application and select your package it will automatically create all the associations to use your content. If you add your palette after you have created your application and want to set it as the default palette or just override some of the settings, you will need to:
   
   1. Open the properties for your application by double clicking on it.
   2. Click the Styles tab.
   3. Scroll down to Default Components.
   4. Set the values as appropriate
   5. Save your changes and any defaults you have set will now be used going forward. 

Adding to a Palette

If you have a component that you want to add to a palette, you must first copy it as a Template; see Making Template Components.

To add a template to a palette:

1. Open the repository.
2. Navigate to the palette and right-click select edit.
3. Drag the Palette tab into the workspace to show the tabs side-by-side.
4. From the repository branch → Template, drag a template from the repository into a palette or open one of the groups and add it there.

Removing Palettes Items

Can I Change the Styles of a Palette?

See Editing a Palette

Setting Default Components

1. .

2. Optionally, to make this a template package, tick Template; see Understanding Template Packages. Then specify the components you want to use as default components in the Template Details section.

Setting Default Components

From version 9.0 onward, when you create a new application you select a template package. PhixFlow uses the information in the template package to configure the default components. When creating a screen, if you drag in a table or attribute, PhixFlow uses the default component for forms, true/false fields, or fields for specific types of data, such as long strings or floating point numbers.

Default Component are set in an application:

You can see which default components have been set in Application Properties → 

To change the default palette or components for your application:

1. In the repository, expand Applications.
2. Double-click on the application name. 
3. Click the

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   _property_tabs _property_tabs name style nopanel true

   .
4. Scroll down to Default Components.
5. Set the require defaults.
6. Save your changes Select the palette or components you want to use.
7. Save your changes

Next time you drag a table or attribute onto a screen canvas, PhixFlow uses the default components you have set.

Learn More

Palette: for palette and palette group properties.