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Table of Contents

User Menu

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Opens a User Details Form allowing the user to change their own account settings (including their password).

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Returns PhixFlow to the startup screen so that the user must log back in to resume work.

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The status bar is at the bottom of the PhixFlow window. On the left the number of currently running actions is shown. There is also the button to show/hide the windows bar. If there are any notifications on screen, they can all be dismissed in one go by clicking 'Dismiss notifications'. This will dismiss the green notification pop ups but not red error/failure messages.

On the right are icons which can be used to access different features:

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The Windows bar appears in the bottom of the screen if 'Show Windows Bar' is selected from the footer bar. The Windows bar contains links to all open windows (both open and minimised). Click on a link to restore the window (if needed) and bring the window to the front of the screen. Each window link also has a context menu which allows you to close it directly.

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Import stream data

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When you open the settings for a model or one of its modelling objects, the settings tab has a toolbar at the top. 

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Save the current settings and close the tab.

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Save the current settings and keep the tab open.

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Toggle between the current settings tab and one that was previously open.

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Find in Explorer.  This icon will bring the repository browser tab to the front and will close all nodes except those leading to this object.  You may need to scroll the explorer to see the selected object.

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Context sensitive help.

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If there is insufficient space on the header bar then some buttons are moved into this drop-down menu. The following options are always on the drop-down menu:

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  • permanent as there is no "undo" option
  • everywhere, so if the object is used by other models, it is also deleted there.

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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.

Settings Section Toolbars

Each settings tab can contain a number of sections.  Each section has a header represented by a green bar with a small arrow before the section label which can be clicked to collapse and open the section. 

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Some sections contain fields whereas other sections can contain grids.  Sections which contain grids may have a number of icons on them to allow you to add and delete records, see a more detailed grid with more columns or refresh the current grid.

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Open up a grid showing more details about each item.

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Delete the selected item or items.

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Refresh the list (e.g. if the list has been updated on another computer by another user).

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Create and insert a new item into the list.

Model Toolbar

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This page is for PhixFlow data modellers and application developers. It describes the different menu and toolbar options available in the PhixFlow interface.

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Filter by label (Content by label)
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titleMore PhixFlow Menus
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Filter by label (Content by label)
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There are several places where you can switch how PhixFlow displays list items. 

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You can also set your preference for the application menu in User Details.

Most PhixFlow objects have an optional description field. PhixFlow will display this description as you hover over the object in a list or on a model. We recommend that you provide descriptions for all your objects to help document your work for both yourself and colleagues.

The Header bar is the grey bar at the top of the PhixFlow window.

Option

Description

Left Side

Running Actions: n

Information about the number of actions that are currently running.

Dismiss Notifications

Only available when there are open notifications. Close any green or blue notification messages that are open.

Show/Hide Windows Bar

Toggle between showing or hiding the windows bar. This bar displays icons for all the items, such as models, views and screens, that are open in the workspace.

Right Side

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_user_options
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Open user options menu, which includes access to the User Details window.

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_logout
_logout
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Logout of PhixFlow. Returns PhixFlow to the startup screen so that you must log back in to resume work.

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_console
_console
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Show the System Console. This displays currently running tasks and log messages from PhixFlow processes.

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_download_area
_download_area
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Show the download area. This displays files created by an export process that are ready to download; see Using the Download Area.

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Open the Changing or Creating a Palette tab on the right. You can drag preconfigured layout components from the palette into screens.

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_repository
_repository
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Open Using the Repository. This shows all of the available items in your PhixFlow instance.

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_administration
_administration
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Select options related to importing or exporting applications, packages or table data. Also contact PhixFlow for support. See Administration menu, below.

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_design_mode
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The icon indicates the view or mode you are currently using.

In 

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 you can create data analysis models and design applications. In
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 you can run your application. Click the icon to switch between the views.

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_help
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Open the PhixFlow Help Overview page in a browser window.



Right-click any object to open its popup menu. One key popup option is Permanently Delete which is always the last item on the list (to help ensure it is not pressed accidentally)! 

Note that all objects that appear on Analysis Models have a

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popup option Show Models

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which will display a list of all the models that contain that object.

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There are two types of grid display. The first are simply lists of the configuration objects but showing more details than the repository

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. The second type of grid shows a data

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record.

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The operations on configuration object grids are all very similar (e.g. add, delete, refresh etc.) however data grids will have additional operations which are all described on the help page for that object.

The following general features of grids are worth noting:

The items on grids are paged which means that PhixFlow fetches a batch of data at a time to populate the grid. The grid footer bar indicates which items are being shown, how many items there are in total and the page size. The user can page forwards and backwards using Image Modified and Image Modified. Note that the user can also change the page size (the number of rows brought back from the PhixFlow Database). Please note that with very large datasets it will be more efficient to filter the the data rather than page through it!

Columns can be ordered by clicking the column header. Each click reverses the order direction. Please note that only the items currently paged in the display are ordered.

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The following functional icons are common to many grids:

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_filter
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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.

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_sort_order
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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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_excel_export
_excel_export
nopaneltrue

Export the data being shown to an Excel spreadsheet

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or CSV file.

Note

For views, this option opens the Download CSV or Excel Data window. If the data is filtered, all data selected by the filter will be exported, not just the current paged result.

When viewing data in a Chart, an Excel template can be configured on the

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View that is used to specify the

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properties for the Chart.

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_delete
_delete
nopaneltrue

Delete the currently selected items. A form will appear to confirm that you wish to proceed.

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_refresh
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Refresh the contents of the current grid.

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Open the help page for the grid.

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Show or hide the paging bar

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When you drag attributes onto a layout, such as a screen or form, PhixFlow prompts how to display the data.

Icon

Type

Description

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Grid

Display the data laid out in a table.

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Line Chart

Plot a line or lines to represent quantities against a horizontal axis of categories. 

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Barcharts

Plot a quantity as a set of bars aligned vertically against a set of categories along the horizontal axis.

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Plot a quantity as a set of bars aligned horizontally against a set of categories along the vertical axis.

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Pie Chart

Plot a quantity as a pie chart, grouped by a category.

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Form

Layout the attributes as a form.