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- Objects can only be dragged/dropped between compatible forms i.e. only if it makes sense for the object to be dropped onto the target location.
- Many forms support drag/drop for multiple selected items.
- Items can be reordered by dragging and dropping on ordered lists i.e. lists where the order of the items is important e.g. the list of Stream Attributes for a Stream. Note that the list should be ordered in the (default) ordered state.
- On Analysis Model panes, single or multiple objects can be dragged off the modelling pane and onto another object by selecting the objects you want to drag and then holding down the Shift key and dragging the item(s). If the Shift key is not held down, the selected objects are just moved on the modelling pane.
- Stream Views can be dragged onto Dashboards to create your own layout.
Multiple object
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These concepts are explained in a little more detail below, but to start watch this short video:
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Undocking - creating floating windows
It is often useful to create a stand-alone window, outside of the main repository browser. To do this, simply select the tab of the object you want to pull out, and drag it to somewhere on the PhixFlow background. A new floating window will appear.
Re-docking windows
If you open a new repository browser for an object, but want to re-dock it in the main repository browser area:
- hold the shift key down
- drag the banner of the window over the banner of the main repository browser
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windows
To open a form in a new tab, drag the tab header onto the modelling pane. This will create a new pane for the form. To move a form to another pane, drag the header tab onto the destination pane.
Deleting Items
PhixFlow will always ask for confirmation that you really do want to delete an item or selected list of items before actually deleting it. Note that you will not be able to delete an item that is referenced by other objects within PhixFlow (an message box will appear indicating the number and types of referencing items).
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Note that all objects that appear on Analysis Models have a context menu entry "Show Models" which will display a list of all the models that contain that object.
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Forms
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Save any changes and close the form. Note that an error message will pop up if there are any problems and the form will remain open with each problem field flagged with | |
Save any changes but keep the form open. Again any errors will be reported. | |
Shows a full Audit trail for all changes to this object i.e. who changed it, when and what they changed. | |
Print the form details. On the majority of forms this will launch a browser window with the object formatted for printing. | |
Back - go back to the previous object | |
| Forward - return to the next object (after going back one or more objects) | |
| Find in Explorer - show the object within the object hierarchy, in a repository browser. | |
Open the help page for the form. | |
 | Show hidden icons - if the pane is not wide enough to display all icons in the header. |
Note that the Audit trail is a useful way of reversing changes made by mistake as each audit entry shows both the new and old values. In the case of text fields, simply copy the old value and paste it into the form field.
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Select an existing (or predefined) Filter or create, delete and modify Filters. This causes the grid to refresh and display only those entries which match the selected Filter. | |||
Select an existing (or predefined) multi-column Sort Order or create, delete and modify Sort Orders. Note that data is ordered across all records which are implied by the Filter, not just the current page of data. | |||
Pressing this icon toggles the display of additional icons for the form. | Export the data being shown to an Excel spreadsheet. However, please note that when viewing Stream Data, pressing this button causes an option form to open which amongst other things allows you to choose to export the data to Excel, CSV or HTML. Note also that this will export all data implied by the Filter, not just the current paged result. When viewing data in a Chart, an Excel template can be configured on the Stream View that is used to specify the settings for the Chart. | ||
Delete the currently selected items. A form will appear to confirm that you wish to proceed. | |||
Refresh the contents of the current grid. | |||
Open the help page for the grid. | |||
| Show or hide the paging bar |
Tooltip Descriptions
Most configured PhixFlow objects have an optional description field. PhixFlow will display this description as you hover over the item whether the item is on a list or on a model pane. We highly recommend that you provide descriptions for all your objects to help document your work for both yourself and colleagues.