Creating an Editable Grid
Use a simple ERD and Screen setup to create an editable grid.
Step 1: Create a table
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On an Insert excerpt |
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| , either:Create a new table by dragging Insert excerpt |
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| from the toolbar onto your ERD canvas- Add an existing table by clicking
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| on the toolbar, then dragging a table from the Insert excerpt |
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| onto your ERD canvas - Import an Excel a CSV file by dragging it from your PC onto your ERD canvas
If you create a new table, PhixFlow automatically adds the following attributes to the table: Insert excerpt |
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| : UID Insert excerpt |
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| : Name Add as many new attributes to your table as - you need by clicking If you import a CSV file, add the above UID attribute to your table and set it as the
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| Add the attributes you require to your table by clicking Insert excerpt |
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| Add on the table, and give your attributes appropriate namesnames- New attributes only require a valid Name and Type
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Step 2: Create a Screen
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- To create a screen using your ERD data, click
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| on your table and choose Insert excerpt |
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| Create Screen - On the Create Screen wizard, enter the following:
- Name: give your screen an appropriate namename
- Open Maximised: toggle
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- Description: give your screen an appropriate description to indicate its purpose
- Template: choose Tile with Buttons, Tile no Buttons or Edit Form
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- Click Create Screen
- The Available Attributes selector will automatically appear, press the cross to close thisTo select the attributes you wish to see on your screen, select
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HELP100:_attributes | HELP100:_attributes | nopanel | true | in the toolbar - Click the tickbox next to each attribute, or click the top tickbox to select all of the attributes, and drag them onto your screen
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- PhixFlow will ask how you would like the attributes to be displayed, choose
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- PhixFlow will ask if you would like to add actions, choose Yes
- On the Grid Actions wizard, drag Delete Selected Records onto the Delete button on your screen - this is the only button you need
- Close the Grid Actions and Available Attribute wizards
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Step 3: Set up the Screen
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- Click Right-click on the grid on your screen to highlight it in the Layers panel on the left within the Body
- The View Component Properties will show on the right, click the View hyperlink
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- In the View Propertiesand select
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- On the
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| , toggle on Insert excerpt |
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| Auto Save- Note: Enabling Auto Save
Click- automatically saves any changes made to the data
- Click
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- In the Layers panel, click on the area FieldContainer to containing the grid to open its Properties on the right
- Click on the
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| and within the Style Settings section, change ensure the Width and Height to 100% Click- Click
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- Click on the Name attribute header on the grid to open the View Attribute Properties on the right
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- On the
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| , within in the Grid Settings section, untick Read Only- In PhixFlow version 11 and older, this option is on the
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- Click
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- Repeat this step for all of your attribute headers, except UID
- Note: Unticking Read Only will allow you to manually enter information into these columns on your grid
- Then clickclick
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- With Auto Save set up, the screen no longer requires a Save button
- To delete the Save button, click on it on the screen to highlight it in the Layers, right click it in Layers and select
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- Open the Palette by clicking
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| on the toolbar - Expand the Buttons - Primary section and drag the Add button onto your screen - the screen will highlight the areas where the button should be dropped
- Give your button a name
- Optional: In the Layers panel, expand the area Window CRUD Bar. Then, while holding
shift , drag and drop your Add button onto either the Left or Right area within the Window CRUD Bar
Check PointAt this point, your screen should look similar to this:
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Step 4: Add New Records via an Actionflow
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- Right-click on your new Add button and choose
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- Give your
actionflow - Actionflow a name
- To configure the input connection, within the Connections section on the left, click on Click to Connect
- Choose the On Click Action Event, then select Connect Input
- Drag the Calculate node from a
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| action from the toolbar onto the canvas- Give it a suitable name
- The Properties for the Calculate node will
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| for the Calculate action will show on the right- If these are not open, click the Calculate action to reopen them
- In the Output Attributes section, add a new attribute by selecting
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- Give it a name and set the expression to
"new"
- Drag the Save node from the a
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| action from the toolbar onto the canvas, give - Give it a name
, set - Set the Type to Auto Insert/Update
, and from - On the Table dropdown list, choose
your table- the table you made earlier on your ERD
- Connect the out pipe from the Calculate node to the Save node
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- Map across your Output Attribute from the Calculate node onto the Save node
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- Drag the Input Connection Point onto the Calculate node
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- Close the Actionflow and open the screen you created earlier
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| the screen, then select the Add button- The Actionflow will fire and a new record will be created on the grid, with a unique ID (UID)
- Double click on the fields to manually enter information
- Repeat these steps of adding a new record and updating the information as many times as required
- Each record will save automatically
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Check Point
At this point, your screen should look similar to this:
Using
Input and Output Multipliers External APIs
MultiplierMultiplier | Use a simple table configuration on an Analysis Model.
On an Configure an
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, create a Calculate Insert excerpt |
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by dragging the to import data stored outside of PhixFlow using an API.Create a Multi-Record Table using an API
This example uses the below three elements to create dynamic data. The table in this example will pull across data, as stipulated by the attributes, and this data will change each time the user clicks
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icon from the toolbar onto the canvas.Create a Single Record Table
This example uses one number to prevent the need for input pipes. The table in this example will produce one record.
The HTTP Datasource is used to connect to the external source, the HTTP Collector then reads the data, and the Table stores the data in PhixFlow.
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For more information on how these three elements work and for a detailed example, see Importing Data Through an API.
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- Within the Table's Prepare your API data and ensure it is in JSON format. For this example, we have created a data schema and mock API using https://www.mockaroo.com/mock_apis
- On an HELP100:property_tabsHELP100:property_tabs, add create a new HELP100:attributesHELP100:attributes to the table, which will act as column headers
- The Expression for one of your attributes must be _inputMultiplier
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In the Analysis Options section, in the Input Multiplier box, add any numberImage Removed - Set up your
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| Properties to look similar to the below settings, and ensure your URL matches your API source- Image Added
- Hover over your
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| the Properties, then and select Insert excerpt |
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| on the tableHover over the table and select hover menu - Set up the HELP100:viewshowHELP100:viewshow
- For this example, the data will show one record, with the number 3 recorded against the attribute Region Number, as this was the Input Multiplier attribute
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To create a table with no records, follow the above steps but instead of adding a number to the Input Multiplier box, instead write _NULL |
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Create a Multi-Record Table using the Syntax 1..n
This example uses the syntax 1..n to run a table multiples times. The numerical difference between the two numbers will determine the number of records returned. For example, using the Input Multiplier 1..10 will return ten records.
Within the Table's Insert excerpt |
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HELP100:_attributes | HELP100:_attributes | nopanel | true | to the table, which will act as column headers- The Expression for one of your attributes must be _inputMultiplier
- In the Analysis Options section, in the Input Multiplier box, add any 2 numbers separated by .. e.g. 1..10
- Remember, the first number must be smaller than the second number
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- Hover over your
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| and select Insert excerpt |
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- Set up the
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| Properties to look similar to the below settings, and ensure the Insert excerpt |
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| on the tableHover over the table and select your Insert excerpt |
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Use a simple table configuration on an
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.Create a Multi-Record Table using an Array
This example uses an array to create static data. The table in this example will produce the exact records as stipulated in the Input Multiplier.
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- On an
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| to the table, which will act as column headers- The Expression for all of your attributes must be Add the Expression _inputMultiplier, followed by .1, .2, .3, etc. to the relevant attributes
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- In the Analysis Options section, in the Input Multiplier box, add an array, like the example here
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[1,'CHAIR',100],
[2,'TABLE',430],
[3,'MONITOR',800]
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| on the table- Hover over the table and select
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- For this example, the data will show shows three records, with each record assigned the UID, Item name and Quantity as specified by the Input Multiplier Multiplier, along with the Last Updated date
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Alternatively, an Output Multiplier can be used to create data. Repeat the steps above, but with the following changes: - The Expression for all of your attributes must be _outputMultiplier, followed by .1, .2, .3, etc.
- Add the same array as above, but to the Output Multiplier box
- Add 1 in the Input Multiplier box to indicate the number of times the table should run
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Using External APIs Anchor |
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API | API | Coming soonImage Added |
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