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Comment: DOC-96 Templates now installed automatically. Simplify for applications

Introduction

PhixFlow provides

...

some standard layout templates and styles that you can use when building new applications.

Each time you import the formats or other templates the system will create new copies of the imported objects, which you can then modify and/or customise.

Once you have used the template formats / components, regardless of whether you have customised them or not, you should consider them to be part of the application(s) that  you have configured, and if you have more than  one PhixFlow instance you should use Export / Import to move the template formats / components package along with your application(s) from instance to instance.

Should I Import the Formats files or the Templates File?

You should import the formats and template files into your new PhixFlow instance if

  • this is your first or only PhixFlow instance, or
  • you expressly want to create new copies of the formats or components

Don't worry if you are unsure about this - you can return to this step at  any time.

How to Import the Formats or Templates file

This assumes that you have completed the installation to the point where you can login as an Administrator.

To import the templates file:

  1. Copy the templates file from the installation package (normally on the Tomcat server) to somewhere directly visible to the client browser
    1. The templates file is called $release/install/templates/phixflow_templates.xml
    2. Copy this file to somewhere local e.g. (on Windows) Downloads
  2. Login as an Administrator
  3. Configure the System Configuration Temporary Directory
  4. Click on Administration Menu / Import Configuration
    1. Choose the local copy of phixflow_templates
    2. Click Open
    3. Click OK
  5. Check that the Package PhixFlow Templates has been created

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When you use a layout template or style in an application, it becomes part of the application, even if you have not added any customisation. This means that if you move an application to a different PhixFlow instance, you must include the layout template and styles. Use the Administration menu options Export Full Configuration or Open Export Pane to include the templates and styles in your package.

See also: