...
...
...
...
...
...
...
...
...
...
...
...
You can display the charts generated by stream views in dashboards. You can also generate some types of charts without using a dashboard. For example, you can view the contents of a stream set in a grid; see Stream Set List.
Chart type: Data Grid
A data grid displays the data in a table format. To open the properties for a data record in the grid, double-click on its row.
Details for an individual stream item can be viewed by double clicking on a row. This displays 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:
...
...
Refresh the chart.
...
...
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.
...
...
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.
...
...
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.
...
...
Display the number of records in the data, and the number of records currently being displayed.
Grid Context Menus
Right-click on a data grid to open the context menu. The options available depend on whether you right-click in the header row or in a grid row.
Header Context Menu
...
Use these options to expand or collapse grid columns in a dashboard.
Hidden columns do not appear in the grid. To re-show a hidden column, right-click any grid row and select Show Attributes for View <viewName> → Hide this column
...
Row Context Menu
...
Opens a list of all of the attributes (column headers) for this stream view. Attributes formatted in italics are present in the stream but are hidden in the grid.
To change whether an attribute is hidden or visible, right-click the attribute and select Show this column or Hide this column.
...
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.
...
Dashboard Properties
...
Basic Settings
...
If ticked, PhixFlow preloads the dashboard as it is setting up. Preloading adds to PhixFlow's setup time. When the user then opens the dashboard, the layout displays immediately. The data itself may still take time to load.
Use this option for dashboards that the user will always want to open when they use PhixFlow.
...
If ticked, PhixFlow does not preload the dashboard. Instead, when the user opens the dashboard for the first time, PhixFlow caches it on the client computer. When the user closes and reopens the dashboard, the layout loads immediately. The data itself may still loads from the server.
Use this option for dashboards that a user may want to open.
Dashboard Elements
A list of the dashboard elements on this dashboard.
Access Permissions
For details about how to control access to a dashboard, see Common Properties → Access Permissions.
User Groups
A list of the user groups which can view this dashboard. This tab is only shown if All Users Can View Data is not selected.
Using Dashboard Options
To edit a dashboard, right-click and select Unlock Layout.
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:
| Code Block |
|---|
AccountNum equals ACCTS.AccountNumber |
Where AccountNumber is an Attribute on the Driver view.
Dashboard Context Menu
...
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
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.
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Basic Settings
| Field | Description | ||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Name | The name of the screen. | ||||||||||||||||||||||||||||||||||||||||
| Description | We recommend that you always enter a description to explain the purpose of this item. | ||||||||||||||||||||||||||||||||||||||||
| Open Maximised |
| ||||||||||||||||||||||||||||||||||||||||
| Allow Manual Resizing |
This option does not affect resizing the screen in
| ||||||||||||||||||||||||||||||||||||||||
| Always On Top |
| ||||||||||||||||||||||||||||||||||||||||
| 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
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Advanced
| Field | Description | ||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Show Toolbar |
| ||||||||||||||||||||||||||||||||||||||||
| Show Window Button Bar |
| ||||||||||||||||||||||||||||||||||||||||
| Keep Data |
| ||||||||||||||||||||||||||||||||||||||||
| 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. |
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
Style Settings
| Field | Description |
|---|---|
| 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:
Use the Pinned options to create a permanently visible screen. This is useful for a navigation area or toolbar that you want to be visible for all other screens. Floating screens do not overlap with pinned screens. When the user maximises a Floating screen, it expands only to the remaining space. |
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:
|
| Left | |
| Right | |
| Bottom |
| Insert excerpt | ||||||||
|---|---|---|---|---|---|---|---|---|
|
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
.Insert excerpt _workflow _workflow nopanel true
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:
-
Show Table-actions Insert excerpt _filter _filter nopanel true
The grid contains a list of menu items. To add a menu item to the list, click
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
- Click
Insert excerpt _add _add nopanel true - Select
- 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
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
Menus and Toolbars
Screen Toolbar
There is a toolbar above the screen canvas. This provides the following options:
| List options | |||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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. | ||||||||||||||||
| Canvas options | |||||||||||||||||
| Open the properties tab for the screen. | ||||||||||||||||
or
| 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
| Insert excerpt | ||||||
|---|---|---|---|---|---|---|
|
| Menu option | Description |
|---|---|
|
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
...
Toggle whether or not the currently selected component is automatically autosized when an application window is resized by the user.
| Note |
|---|
Using this option, or manually resizing a component may change the state of the Layout → Style Settings → Auto Size property. |
...