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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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Repository Context Menu

In the repository browser, you can right-click on an item to display its context menu.

User Menu

On the top right of the PhixFlow screen is the  Insert excerpt_user_usernopaneltrue menu, which has the following options:OptionDescription Insert excerpt_user_details_user_detailsnopaneltrue

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

Online SupportOpens a browser window into PhixFlow's online support desk. Your designated support contacts will have login details.Send Feedback EmailOpens a new email window.About PhixFlowShows general information about PhixFlow, in particular the current version that you are using.


Insert excerpt_help_helpnopaneltrueOpens this online help system. Insert excerpt_logout_logoutnopaneltrue

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

Status Bar

Filter by label (Content by label)
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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

status

Header bar is the grey bar at the

bottom

top of the PhixFlow window.

On the left

Option

Description

Left Side

Running Actions: n

Information about the number of actions that are 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:

Insert excerpt_palette_palettenopaneltrueOpen the palette panel on the right. You can drag preconfigured layout components from the palette into dashboards.
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Show the System Console. This shows currently running tasks and log messages from processes run in PhixFlow.
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Open Using the Repository. This shows all of the available objects in your PhixFlow instance.
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Administration Menu. Options to Import Configuration, Export Full Configuration or Open Export Pane Insert excerpt_design_mode_design_modenopaneltrue Insert excerpt_app_mode_app_modenopaneltrueThe icon indicates which mode you are currently running. Click it to switch between App Mode and Design Mode.Windows Bar  AnchorformBarformBar

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.

On the bottom right of the PhixFlow screen is the  Insert excerpt_administration_administrationnopaneltrue menu, which has the following options:OptionDescription Insert excerpt_admin_import_admin_importnopaneltrueImport Insert excerpt_admin_import_stream_admin_import_streamnopaneltrueImport stream data Insert excerpt_admin_export_admin_exportnopaneltrueExport Insert excerpt_admin_export_open_admin_export_opennopaneltrueOpens a window with export options Insert excerpt_admin_stream_open_admin_stream_opennopaneltrueOpens  window with stream export options
Tip

Whether or not these options are visible in the menu depends on your privileges. Administrators configure privileges in roles; see Managing User Groups and Privileges.

Administrators can configure whether or not these options are visible to users via the associated role privileges; see Managing User Groups and Privileges

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

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Save the current properties and close the tab.

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Save the current properties and keep the tab open.

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

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.

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

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

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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
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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

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

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help

administration
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Context sensitive help

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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toolbar

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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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delete_deletenopaneltrue Delete the current object. Delete is:
  • permanent as there is no "undo" option
  • everywhere, so if the object is used by other models, it is also deleted there.
Insert excerpt_delete_deletenopaneltrue Close the current property tab. You can also use the X on the tab itself. Image Removed

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.

Property Section Toolbars

Each property 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.

Insert excerpt_add_addnopaneltrueCreate and insert a new item into the list. Insert excerpt_detailed_list_detailed_listnopaneltrueOpen up a grid showing more details about each item.

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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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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)

 you can run your application. Click the icon to switch between the views.

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add
help
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Create and insert a new item into the list
Open the PhixFlow Help Overview page in a browser window.


ToolbarContext
All objects have context menus associated with them which are accessed by right-clicking the mouse button. One key context menu item

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

context menu entry "

popup option Show Models

"

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

Grid

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

explorer

. The second type of grid shows

data e.g. Stream Items

a data record. 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.

The following functional icons are common to many grids:

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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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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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Export the data being shown to an Excel spreadsheet

. However, please note that when viewing Stream Data, pressing this button causes an option form to open which amongst other things allows you to choose to export the data to Excel, CSV or HTML. Note also that this will export all data implied by the Filter

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

Stream

View that is used to specify the properties for the Chart.

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

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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

Stream Views Pop-Up

When you drag

stream

attributes onto a layout, such as a

dashboard

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

stream

attributes as a form

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

.

  • Repository Context Menu
    • Dashboard Context Menu