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todo-Anthony

  • outstanding comments
  • this still describes the ideal GUI. It needs to be revised to match the final implementation of feature

This page is for application designers who want to create new application project. It explains how to create an application.

Overview

You create a new application project from the PhixFlow Welcome window.

 I would separate the additional tasks. Also do we create application projects or just applications? I used "project" here because we talk about creating applications as being all the stuff you do to create a functional app for users. This particular task is setting up all the config around the application. Options: Setting up an Application or, with your noun-first approach, Application Setup.

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.
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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? Properties. In this case you are using a pop-up window to set specific properties, but it would be good to keep this consistent. Also, the devs have used lots of different terms in the GUI where clicking an option opens its properties (e.g. Show stream configuration or Show dashboard details). The options should be simplified and made consistent: "Properties" or "Open properties"

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. It was already in.

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.
    For information about recommended image size, see the Application Icon property.

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

The starting point for any application is creating everything you need for your project within PhixFlow. The Create Application window prompts you for the essential information PhixFlow needs to:

  • set up all the folders in the repository that your project will need.
  • create a default menu.
    You can find the menu in the repository → Menus branch → application_name_Menu.
    When you add the first option to the menu, it is automatically displayed in the menu bar; see Startup Actions → Static Menu Creation.
  • add a template to your application's Packages folder.
    The template includes the palettes that will give your application a consistent design; see 
    Understanding Template Packages and Package.
  • set default properties based on the template. Default properties include:
    • formats for dates and numbers
    • the palette and components to use for forms, data fields and cards
    • the styles for data grids
    • the default action which should run when your application is opened. For example, an actionflow to open a navigation window and landing page.

Creating a New Application

To create a new application:

1. Click Add New from the PhixFlow Landing Screen.

  • If this is not open click 
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    ; see Application Menu, below.

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2. PhixFlow opens the Create Application window.

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3. Set the following properties for your application:

    • Name: enter a name.

    • Version: enter a development version number, for example 1.

    • Description: we recommend that you enter the purpose of this application and who is responsible for it.

    • Template: select a template to provide a design theme and to set key properties.

    • Application Icon: select an image that PhixFlow displays in the card on the application menu. If you do not select an icon, PhixFlow uses a default image.

      • Either use the drop-down to select an icon that has already been loaded into PhixFlow

      • Or click  Image Added to find an image saved on your computer to load it into PhixFlow.

        Tip

        Icons for the application menu should be:

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


4. Click Create ApplicationPhixFlow prompts you to load the application, we recommend you do this as this displays the application home options.

Default Properties

PhixFlow sets default style or number/date formats for your application based on your template. You can see or change these in the Application PropertiesIf a default style or number/date format is not set in the application properties, PhixFlow uses defaults set in System Configuration.

Application Menu 
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Applications are listed as cards.

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Tip

The 

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 displays the applications:

  • that have been configured to appear on  this menu. This is the default setting.
  • and that you have permission to use.

The repository → Applications branch displays the applications that you have permission to use.

 To redisplay the application menu, in the top left of the PhixFlow window click:

  • either the Image Added Application menu
  • or the Image Added, if it is present.

Each application card also has a 

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  popup menu; see Application Properties for details.

Learn More

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