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The charts generated by stream views are presented in dashboards. Certain kinds of chart can also be generated ad-hoc, for example, to view the contents of a stream set from a stream set form, a Data Grid is produced.
Chart type: Data Grid
A Data Grid is a simple chart type, displaying the data in a table format.
Details for an individual Stream Item can be viewed by double clicking on a row. This bring up the Stream Item Form with details of the Stream Item selected.
Chart buttons
Charts provides the standard grid icons.
They also provides the following icons:
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Refresh the chart.
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Select an existing (or predefined) Filter or create, delete and modify Filters. This causes the chart to refresh and display only those entries which match the selected Filter.
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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.
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Opens the download data form allowing the user to export just the selected items or all data on the chart as either an Excel file, a CSV (comma separated) file or as an HTML document.
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Display the number of records in the data, and the number of records currently being displayed.
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A dashboard allows you to gather into a single view a set of charts.
This grouping of related reports and statistics provides the users with pre-configured overviews of selected areas, making all the data that is required to view and monitor the health of the system both accessible and easy to read.
Any number of dashboards can be constructed by dragging predefined Stream Views onto a dashboard pane.
Things added to the dashboard in this way are known as dashboard elements. Dashboard elements are given short names which can then be used in expressions to refer to items selected in those Stream Views.
Form: Dashboard Details
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Access Permissions
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Form Icons
The form provides the standard form icons, as well as:
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Configuration
Dashboards open locked by default (elements cannot be moved or edited and buttons carry out updates even in design mode). In design mode, right click on the dashboard area to unlock it. The previous locked status is remembered when switching back to design mode from app mode.
Splitter Bars
The Dashboard area can be divided into multiple, resizing panes by adding vertical or horizontal splitter bars. Right click the pane or any element on the pane to:
- Add Vertical Bar
- Add Horizontal Bar
Splitter bars can be removed by right clicking on an empty pane and selecting Delete Pane.
Add Element
An element can be added to a dashboard by dragging predefined Stream Views onto the dashboard pane.
Remove Element
You can remove an element from the dashboard by right clicking on the view and going to Dashboard Options → Remove Element From Dashboard
Link Dashboard Elements
You can link Dashboard views together so that the contents of one view are filtered based on items selected in a "Driver" view.
A grid view (grids only) will be automatically made a "Driver", if any of the filter expressions in any of the dashboard elements reference the view by name.
To make a Dashboard element dependent upon the Driver view, set it up with a Filter which uses at least one condition with an expression containing the drivers view name. i.e ACCTS. When the Filter is evaluated, the view name ACCTS notation will contain the rows selected on the Driver view. An example condition expression is:
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AccountNum equals ACCTS.AccountNumber |
Where AccountNumber is an Attribute on the Driver view.
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Stream views on a Dashboard have parameters like short names (aliases) which can be used in expressions when referring to items selected on those views, data range and filter which can be used to control the list of records shown by the Dashboard Chart. This form allows you to change those parameters from their default values, which are taken from the original view.
The following fields are configured on the form:
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If you tick the checkbox, you can choose a default filter. This will override the default filter set in the original view, if one has been set.
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Select one of:
- Always
- Never
- Always except on first load
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If not true, this filter will not be used
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Dashboard Context Menu
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This page is for application designers who want to create screens for application users.
Overview
This page explains the screen properties. For information on how to divide a screen into different panes, and how to add components to it, see Splitting a Screen.
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Basic Settings
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| Name | The name of the screen. | ||||||||||||||||||||||||||||||||||||||||
| Description | We recommend that you always enter a description to explain the purpose of this item. | ||||||||||||||||||||||||||||||||||||||||
| Open Maximised |
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| Allow Manual Resizing |
This option does not affect resizing the screen in
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| Always On Top |
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| Preload | Some screens, especially complex screens, can take some time to open, which can feel slow to the application user. Use this option when you need a screen to open quickly. Preloading screens adds to the time it takes PhixFlow to initially start up. For this reason we recommend you only preload screens that an application user will always want to open.
Preloading relates to the screen itself. Any data backing the screen is only loaded when the screen opens, and this may also take time to load. |
Screen Elements
Screen elements are specific sections on a screen that posses their own properties, specifically each element can be backed by a different table.
To view a list of the elements for a specific screen, open the
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Advanced
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| Cache Locally | If an application user is likely to require the same screen in different stages of a task. Use this option so that, when the user closes and reopens the screen, it loads immediately.
Caching relates to the screen itself. Any data backing the screen will be reload each time the screen is opened. |
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Style Settings
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| Position | By default, new screens are set to Floating. If you want a screen to open with a fixed position, select one of the Pinned drop-down options:
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Width | For screens that are not set to Open maximised, specify a screen width in pixels, for example If this is left blank, the screen will adjust its width to the content automatically. |
| Height | For screens that are not set to Open maximised, specify a screen height in pixels, for example If this is left blank, the screen will adjust its height to the content automatically. |
| Top | Available when Position is Floating. For screens that are not set to Open maximised, set an offset value in pixels to position the screen where it is required. For example, to display a screen as a popup window towards the top left of the screen, set:
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Unconnected Actions
This section has a toolbar with standard buttons, see Common Properties. The grid displays a list of Actionflows that are linked to components on the screen that are not connected to a component. These can occur when Actionflows are created in a
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Actions
This section has a toolbar with standard buttons, see Common Properties. The grid displays a list of Actionflows or Table-Actions (Legacy) that are linked to the screen.
Menu Items
This section has a toolbar with standard buttons, see Common Properties and:
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The grid contains a list of menu items. To add a menu item to the list, click
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- Click
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- either Add a new sub-menu
- or Add a new menu item; see Startup Actions Properties
- PhixFlow opens a new properties tab for a menu item or sub-menu; see Startup Actions Properties for details.
To remove a menu, use the toolbar button
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Menus and Toolbars
Screen Toolbar
There is a toolbar above the screen canvas. This provides the following options:
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| Opens the Available Attributes Window. | ||||||||||||||||
| Opens the repository showing the list of available tables for your application. | ||||||||||||||||
| Opens the repository showing the list of available screens for your application. | ||||||||||||||||
| Opens the repository showing the list of available Actionflows for your application. | ||||||||||||||||
| Open the list of palettes. | ||||||||||||||||
| Opens the repository showing the list of available templates for your application. | ||||||||||||||||
| Open the repository showing the list of available styles for your application. | ||||||||||||||||
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| Open the properties tab for the screen. | ||||||||||||||||
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| Unlock a screen to edit its layout. Lock a screen to prevent accidental edits and to display the data content. | ||||||||||||||||
| Update the screen to reflect changes made elsewhere in PhixFlow, such as the screen properties, layer orders or shared styles. | ||||||||||||||||
Screen Popup Menu
Right-click on a screen to display its popup menu. The options available depend on where you click. If there are many options, some are moved onto the sub-menu
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Form Icons
The form provides the standard form icons.
See Also
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