Navigating PhixFlow (for Users)

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

Application Menu

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Opening an Application

In the header bar 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. 

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Opening an Application

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1. Double-click on the chosen application 
   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 toYou will also see a number of system settings, along with will load, and if configured 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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1. will show

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  : reopen the application menu to load a different applicationexcerpt-include_phixflow_logo_name_phixflow_logo_namenopaneltrue: 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 open the help from portal for the PhixFlow designated support team (if configured for your system).

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Display general information about your PhixFlow installation, such as the current version of the software.

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Support

Use this to email the designated support team.

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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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Display general information about your PhixFlow installation, such as the current version of the software.

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