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todo - comments

This page is for application designers who want to start Create? This matches the terminology below a new application project. It explains how to create an application.

Overview

You create a new application project from the PhixFlow Welcome window or page? I would separate the additional tasks. Also do we create application projects or just applications?

From the Welcome window, you can also:

  • switch between card and list views using the buttons on the right: see List Views the details on this list page do not really add any value, can we create an example?
  • select an existing application from the list: see Building Applications I feel this link is unnecessary as I am not sure what it adds?
  • import an application using the button on the left. Do we need more information here?
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PhixFlow's Welcome Window
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How to Create a New Application

Click on the Create New button and When you create an application project, PhixFlow guides you through the process in 3 steps. This has now changed to a single step! Please review, most of this is still true with a few minor alterations. Note we have changed the way this works and we now include the creation of user groups and a change to the access permissions. See the creating applications flow in Adobe (Flow 2.5)

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Step 1  Name your application

On the left of the Welcome window, click  Insert excerpt_new_newnopaneltrue. PhixFlow prompts you to enter the following information for the application.
  • Name 
  • a development Version number, for example 1.
  • a Description. Consider including the purpose of the application and who is responsible for it.

Click Next.

At this point, PhixFlow creates all the items for your application.

This includes a menu, which you can find in the repository → Menus branch → application_name_Menu. You do not need to use this menu. However, when you add options to it, the menu is displayed on the right of the menu bar at the top of the PhixFlow window; see Menu.

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Step 2  Choose an icon

PhixFlow needs an icon to display in the application list. To keep the default application icon, click Next. You can change the icon later;  see Application properties. Are we calling it application properties or settings? We need to add this to the terminology document and also let me know so I can update the flow. We call it settings later on.

To change your application icon:

  • either expand the Image list to select an icon that has already been uploaded to PhixFlow
  • or click Add Image upload a new icon.
    In the file window, find and select the image file you want to use as an icon.
    PhixFlow uploads the file and sets it to be your application icon.
  • Recommend a size

PhixFlow shows the file name in the Image Name field and displays the icon in Icon Preview.

Click Next

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Step 3  Select a theme

PhixFlow comes with several design themes. The theme sets defaults styles for grids in your application. You can adapt and change your theme or it's defaults in the Application properties. For more information about themes and component palettes, see Understanding Palettes and Themes.

Use the arrows to scroll through the different themes until you find the one you like. 

When the theme you like is displayed, click Create.

PhixFlow sets the properties for the themes and styles, then opens the Application Home widow, which is described in Screen Design

More on Themes - We need to rewrite this section.

Themes are now called Templates and they come in the form of a Package that is set to template. See flow: 5.13.2 Marking a Package as a Template 

In PhixFlow, you can bundle items together into a package. Bundle? This makes it easy to share items across different applications.

A theme is a package . It has all the different palettes, components and styles that your application may need. When you select a theme for your application, PhixFlow adds the Theme package to it. You can see the theme package contents in the repository Packages folder

See also

Changing Application Settings

When you create your application project, you are setting up some defaults for the whole application.  We now also take them from a template package. To change or set additional options for your application:

  • either go the the application Home window and use the link in the top right of the window
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  • or open the repository and click on the application name.

PhixFlow opens the Application properties.

Your application may also be using defaults set in System ConfigurationFor example, you can optionally specify the formats for dates and times in your application using the settings:

  • Date
  • Date/Time
  • Number

If you do not specify formats, PhixFlow uses the formats specified in the system configuration.

We need to outline the hierarchy of this logic i.e. system properties are overridden by templates etc.
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Overview

Applications contain everything necessary for it to function, from its data and access permissions, to links with associated packages. Each application has a unique URL and associated styling.

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Open an Application

To open an existing application

  1. Double-click on the application's name from the application list that opens with PhixFlow.
    1. If the application list is not displayed, in the top left of the PhixFlow, click Image Added.

Access an application using its URL

Every application has a URL which allows you to access it directly. 

  1. To obtain the URL for the application, the most reliable method is to open the application and copy the value from the address bar:
    1. For example: https://bigcorp.com/phixflow/?application=Data%20Analysis
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titleMore Detail

The URL is made up of: Server Address + Application Name + Menu Name

For example: 

Server addresshttps://bigcorp.com/phixflow/start?

Application NameData Analysis. Spaces must be replaced by %20 in a URL.

Menu Name: navigation

Result:

https://bigcorp.com/phixflow/?application=Data%20Analysis&menu=navigation

Creating a New Application

  1. Click
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     Add New from the PhixFlow Landing Screen.
    • If this is not open, click the 
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      .

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2. PhixFlow opens the Create Application wizard.

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3. Set the following properties for your application:

    • Name: enter a name.

    • Version (Optional): enter a version number if applicable.

    • Description (Optional): we recommend entering a useful description of the application, potentially the data owner and app creators.

    • Template: Template Packages define the styling, default settings and templates used to create your application. We recommend selecting a PhixFlow template, such as Serene Grey, as this comes complete with everything you need to start creating your application. 

    • Application Icon (Optional): select an image to be used as the icon for your application on the selection screen.

      Tip

      Icons for the application menu should be:

      • up to 100 pixels high
      • between 100 to 150 pixels wide


4. Click Create Application.

Templates Packages

Template Packages contain predefined options to specify a palette and other default properties; these include styling, default settings and templates used to create the content of your application. A Template package is selected when an application is created. See Understanding Template Packages.

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In PhixFlow you can share the same resources, such as data connectors and styles, with multiple applications by adding them to a package and then adding the package to different applications. A package can contain anything in an application.

To associate a package to an application:

  1. Open the Application's
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    1. Click the Home button from the header menu and then click the properties button.
  2. Scroll down to the 
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     section in the properties.
  3. Click the 
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     button to open the available packages list.
    1. Tip: If the available packages list opens over the top of the application properties, drag the tab header to the left so that both open tabs can be seen next to each other.
  4. Drag the required package into the packages area for your application and  
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     your changes.

Application Properties

To access the application properties, click the

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 button on the application home page. 

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The default properties used by your application are based on the template package you selected when you created it. You can see the default properties or set them in the Application PropertiesThese include:

  1. Grid Styling for headers, fonts and row sizes applied to grids by default.
    1. Set in the 
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      namestyle
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      .
  2. Default Components, such as the Form Fields template used when creating input forms.
    1. Set in the 
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      .
  3. Formats for numbers and dates, including the number of decimal places.
    1. Set in the 
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      .
  4. The Application Icon used in the application list to identify your application.
    1. Set in the 
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      .

If a default style or number/date format is not set in the application properties, PhixFlow uses defaults set in System Configuration. If the latter is not set, PhixFlow will prompt you to set them.

For more detail on this topic see Editing Application Properties.

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. See Designing Screens and Startup Actions.

Server Properties

The instance of PhixFlow can be labelled and a colour set. This is useful when you have multiple environments such as Development, UAT and Production.

  • Server Properties
    • From the header menu, click 
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       → System → Configuration.
    • Click on the 
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      .
  • Set the Label
    • Set a value in PhixFlow Instance. This will appear in the banner at the top of PhixFlow. For Example, Testing.
  • Banner Colour
    • Choose a colour by clicking the coloured box next to this field. You can pick a specific using the colour picker and set this as the banner colour.

Security

There are two elements of security:

  • Controlling who can access an application.
  • Controlling their privileges within an application.

To find out more on this topic see, 21. Security and Access.

What's Next?

The PhixFlow Fundamentals course provides a practical guide to using PhixFlow, including setting up the application properties. 

Already started PhixFlow Fundamentals?

Return to Application Fundamentals

Further Reading

Child pages (Children Display)