Screens Page Layout

When you are designing an application screen, the PhixFlow window has the following areas: 

Image Removed

Overview

Screens allow users to interact with an application, such as viewing data or being guided through a process. They can be anything from simple data entry forms, through to fully interactive screens with dynamic layouts. PhixFlow makes it quick and easy to create screens by providing a palette of preconfigured items that can be customised and combined to create the screen you need. Simply drag palette items or data tables onto the screen canvas to start creating a screen.

Screen Window Layout

Image Added

Screens Overview

Screens (formerly known as Dashboards) allow you, and your users, to interact with the data in your application, performing actions such as creating, reading, updating and deleting records.

PhixFlow provides a complete suite of tools that utilise drag and drop for building beautiful screens quickly and easily, from simple data entry screens to fully interactive screens which display content dynamically based on the users activity. To help supercharge the screen building process templates are available, in a number of different styles, giving you instant access to a host of prebuilt screens and components, all of which are fully customisable.

Example Screen

Opening and Creating Screens

• On your application's home page, click the Screen tile.
  • Alternatively, click

    Insert excerpt
    _screen _screen nopanel true

     from the header bar.

Image Added

• To create a new screen, click the 

  Insert excerpt
  _add_screen _add_screen nopanel true

   button.
• To open an screen, double-click it.

Insert excerpt
_palette_icon_only _palette_icon_only nopanel true

Palette

Palettes contain templates (reusable Components and Layouts) for creating screens. PhixFlow provides a template package called Serene Grey, which contains a complete palette containing all you need to create your screens. Alternatively, custom palettes can be created. See Using a Palette and Changing or Creating a Palette.

To open the palette, click 

Customising Default Templates

You can customise a palette by adding new components and changing the appearance of existing templates, for example, to use corporate colours. When making customisations, consider:

1. Should this change affect all existing instances of this template?
   1. For example, applying a corporate logo and colour scheme using a shared style. 
2. Should this change only affect future instances of this template?
   1. For example, altering the layout of a contact card without breaking any existing instances. 
3. Do we want an entirely new template added to our palette?
   
   1. For example, a new template with an amended colour scheme. 

See Changing or Creating a Palette which explores these issues and provide solutions.

Screen Position

You can position your screen so that it is Floating, or Pinned (to the top, bottom, left or right of your window). For example, you may want to fix your screen to the top of the window to make it the main menu of an application. If you choose to pin your screen to the top or bottom, a height can also be set. If pinning to the left or right, a width can be set. If you choose a floating position, then a width, height, etc. can be set. 

This is set by clicking 

Components and Layouts

Typically, components are combined together to create more complex items referred to as Layouts. You can create your own layouts or you can use the template layouts from a palette (recommended) which can be found in any of the palette sections. See 5. Adding Content to a Screen.

Screen Structure

Screen structure defines how items are laid out on a screen, where they are placed and how the screen displays on different devices. The structure of any screen is displayed in the  

Sizing and Position

Setting the size and position of content on a screen is key to producing a great screen. When designing a screen, we must consider how we want it to respond to the device it is being viewed on and the content it is displaying:

1. Do we want items to be a fixed size? 
2. Do we want our content to expand to take the space available on a screen?
3. Do we want the items on the screen to expand to the size of their content?
4. Do we want our screen fixed to the top or edge to make it the main menu of an application?

This topic is explored in Sizing and Positioning Screen Content.

Image Added

Directions/Flow

The direction items are laid out on a screen is control by the direction of flow. If you are familiar with CSS this is the Flexbox model. Where applicable, palette items have a direction applied already and this is typically indicated in its name and/or by an arrow showing the direction of flow on its icon. For example, the Button- Column tile, adds content in a vertical column: 

Image Added 

The direction of flow is set in the

Image Added

Styles

Styles affect the look and feel of components and layouts on a screen, from simple colour changes to how a screen dynamically responds to user interactions. Styles can be applied in several places, and each has a different impact:

• Shared 

  Insert excerpt
  _styles_ccs _styles_ccs nopanel true

   (Recommended) - a style that can be applied to multiple components to give your application a consistent look and feel. To change an aspect of styling, you only need to change the shared style. All components that use the style are automatically updated when the style is updated. It is recommended that all styles be applied using a shared style, where possible.
• Style Settings - set common formatting options for the component. This is component-level styling. It is useful to use this when you are experimenting with styles or you want to apply a one-off style.
• CSS Properties - a set of specific styles, defined using CSS tags and their associated values. This is component-level styling. This is more advanced styling and is useful if you have previous CSS knowledge.
• Formatting Rules - apply a shared style when the conditions of a rule are satisfied. Formatting Rules are applied at the component-level. See Applying Formatting Rules

See Screen Styling.

Moving Content

Move an item by dragging it onto another component in the Layers section. This will place the component next to the component on which you dropped onto, creating a sibling relationship.
To move a component into another component, or out of one component and into another component, creating parent-child relationship, hold shift while dragging and dropping.

Data Bound Components

These are special components designed to display data:

• form: a container bound to a table. Add fields and select the data you want to display. Fields can display dynamic text depending on what the application user has selected.
  • if a form does not have a backing table set, the 

    Insert excerpt
    _add_backing_table _add_backing_table name icon nopanel true

     icon will show in the 

    Insert excerpt
    _layers _layers nopanel true

     (PhixFlow version 11.1.1+)
  • Image Added   
• card: a container that displays an individual card for each record in its backing table. Each card can show data using dynamic text or form fields, see Making a Card Container.
• grid: displays data in columns and rows. Each column corresponds to an attribute, for example, Name, Address, Phone number. Each row is a data record, see Creating a Grid.
• chart: displays data in a chart or graph, see Creating Dashboards and Reports.

Adding Data to a Screen

Data is added to a screen by dragging a table or table attributes onto it. This initiates the process of how to display the data and what data to display, for example as a grid, chart or form fields.

Image Added

Presenting Data

How data is presented, filtered and sorted depends on your objectives. The following are useful resources that will help guide you in setting up different types of views, such as grids and charts:

1. Designing Views and Reports: See Creating Dashboards and Reports.
2. Filtering and Sorting: See Filtering and Sorting Grids and Charts.

Locking and Unlocking

When a screen is 

• To

  Insert excerpt
  _lock _lock nopanel true

   a screen, click the 

  Insert excerpt
  _lock _lock nopanel true

   button on the toolbar.
  • If this is not visible the screen is already locked.
• To

  Insert excerpt
  _unlock _unlock nopanel true

   a screen, right-click on the canvas and select 

  Insert excerpt
  _unlock _unlock nopanel true

   from the popup menu. 
  • If there is no toolbar visible this indicates a screen is locked.

Actionflows

Startup Actions

Startup actions are actionflows which run when your application initially opens. They can be used to open the default navigation menu and a specific screen, such as a landing page.

1. From the Screens home page, right-click on a screen and select Open Screen on Startup. 
   1. To remove a screen from the Startup action, right click on a screen and select Remove from the Application Startup Action.

See Startup Actions.

Tabs for Screens

In the header menu there is a chevron which will show or hide tabs that allow you to switch between open screens in your application. This is available in both Design and App mode.

Image Added

1. Hide: Tabs can be hidden by default, see Application properties → Basic Settings → Hide Window Tabs.
2. Display: Tabs to be visible by default, see Application properties → Basic Settings → Display Window Tabs by Default.

Example Screen

The following screenshot shows the type of screen that you can create in PhixFlow. Everything you see is a prebuilt layout from palettes in the Serene Grey package. It is worth spending some time familiarising yourself with the palettes to see what is available. You can build your own layouts but it is recommended to begin with a template.

Example screens like this are provided in the template packages in the repository. For example. See the Repository → Packages → Theme 2.1 → Dashboards. 

Image Removed

should find that the palettes include everything you need. Later you can learn how to modify a layout or its styles, or even design your own from basic components.

You can find some example screens in the package associated with your application. Look in the repository → Packages, for example repository → Packages → Serene Grey → Screens. 

Image Added

Glossary

What's Next?

The PhixFlow Fundamentals course provides a practical guide to using PhixFlow, including the design and creation of screens in our applications.

Already started PhixFlow Fundamentals?

Return to Screens Fundamentals

Further Reading