Navigating PhixFlow (for Users)

When you log in, PhixFlow displays the Welcome window and the application menu. Anytime you want to return to the application menu, in the top left corner of the PhixFlow window, click 

Application Menu

You can change the layout of the application menu, using icons in the top right of the application window. 

Opening an Application

1. On the Applications menu (see above), double-click anywhere on the chosen application card or on a list line
   1. Alternatively, right-click and choose to open in a new tab or window
2. The application's Home window will open where you can select a screen to navigate to
3. You will also see a number of system settings, along with a landing screen and/or menu, depending on your individual system configuration

Here are the key areas when first logging in:

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  : reopen the application menu to load a different application

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  : also opens the application menu
  • Depending on the way your administrator has configured PhixFlow, this logo may be replaced by your company logo

App Home Screen

Here you may see a landing screen and/or menu, depending on your individual system configuration.

Header Bar

Here you will see the name of the PhixFlow server on which you are working. This is particularly important where you have multiple environments, such as a development, UAT and production environment. 

User Details

Hover over this to see the options:

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  : manage your user details, including name, email and phone number, and see the user groups you are part of, e.g. Administrator, Superuser - see User Details

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  : enter a new password

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The Learning Centre provides access to all courses, video tutorials and example data sets, as well as the ability search our extensive help library for your specific topic, such as Functions or API integrations.

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The

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The download area displays files created by an export process that are ready to download. See Using the Download Area.

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The System Console displays currently running tasks and log messages from PhixFlow processes. Access to the console is dependent on your access privileges. 

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Use this option to get help from the PhixFlow support team.

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/

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Design Mode is used for creating and configuring applications and is only available to users with specific privileges. Application Mode is used by application users to run and interact with PhixFlow applications. See Design and Application Mode.

Using Applications on Mobile Devices

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

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   – option available depending on user's permissions

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