Overview

Creating your own palette or adding your own templates to existing palette can help you save time and effort. PhixFlow is installed with two palettes that can be used to create your own palette items. Additional palettes can be installed, via Template Packages, for more detail on how to do this see About Template Packages.

Creating a Palette

You can make changes to the palettes, by adding components or removing them. You can also change the appearance of components in a palette, for example to use corporate colours.

You may prefer to leave the palettes supplied by PhixFlow unchanged and instead create your own palette.

Changing Styles

To change a palette component without affecting any existing uses of it, create a style that overrides the existing style.

1.  In the palette, right-click on a component and select  

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2. PhixFlow opens a properties tab for the palette. Name the palette and save it.
3. Click If you need to find a child component, such as a header on a complete screen, right-click on the parent and select 

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   This lists all the child components. Double-click the specific component to open its properties.
4. In the component properties, click on the 

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    icon to display the available templates that can be used in your palette.
   1. If you have not created any templates yet see Creating Templates.
5. The templates can be dragged into into the Component list of your palette.
6. Optionally, define logical Palette Groups and drag templates into the components section.
7. Optionally, The palette and template components can be moved to a package where you will be able to define the Default Components.In the repository expand Packages and select .
8. Edit the style properties to have the required settings; see Style properties.

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    your changes.

To change an aspect of the style of all components in a palette, for example to add a company logo or change the colour scheme to that of your company:

1.  In the palette, right-click on a component and select  

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2. Create your package and complete the details,
   1. If you want to define default components, tick Template
   2. In the Template Details section, define the defaults you want your palette to use.
   3. Note you only need to define these if you are creating a Palette that you will use as your default palette.
3. When you create a new application and select your package it will automatically create all the associations to use your content. If you add your palette after you have created your application and want to set it as the default palette or just override some of the settings, you will need to:
   
   1. Open the properties for your application by double clicking on it
   2. Click the Styles tab.
   3. Scroll down to Default Components.
   4. Set the values as appropriate
   5. Save your changes and any defaults you have set will now be used. 

1. .
2. In the component properties, click on the 

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3. In the Shared Styles section, click

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4. Edit the shared style properties to have the required settings; see Style properties.

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    your changes.

The following video shows how to do this.

Adding Components

If you have a component that you want to add to a palette, you must first save a copy it as a Template template component; see Creating TemplatesMaking Template Components.

To add a template component to a palette:

1. Open the repository.
2. Navigate to the palette and right-click select edit.
3. Drag the Palette tab into the workspace to show the tabs side-by-side.
4. From the repository branch → Template, drag a template from the repository into a palette or open one of the groups and add it there.

Removing

Components

To remove items components from a palette, right-click on the item in the palette and click 

Creating a New Palette

1. In the repository navigate to your Application → Palette section and select 

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2. PhixFlow opens a properties tab for the palette

Can I Change the Styles of a Palette?

See Editing a Palette

Setting Default Components

1. . Name the palette and save it.
2. Click the 

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    icon to display the available templates. If you have not created any templates yet see Making Template Components.
3. Drag the templates into the palette properties →  Component section.
4. Optionally, define Palette Groups and drag templates into the groups.

This creates a palette to which you can add components. This is only available to your application.

Sharing a Palette

If you want to share your palette with other applications, move the palette and template components from your application into a package that the other applications use. You can then set some components to be defaults.

1. In the repository expand Packages and select 

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2. Create your package and complete the details.

3. Optionally, to make this a template package, tick Template; see Understanding Template Packages. Then specify the components you want to use as default components in the Template Details section.

Setting Default Components

When you create a new application you select a template package. PhixFlow uses the information in the template package to configure the default components. When creating a screen, if you drag in a table or attribute, PhixFlow uses the default component for forms, true/false fields, or fields for specific types of data, such as long strings or floating point numbers.

Default Component are set at the application or system level:

You can see which default components have been set in Application Properties → 

To change the default palette or components for your application:

1. In the repository, expand Applications.
2. Double-click on the application name. 
3. Click the

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   .
4. Scroll down to Default Components.
5. Set the require defaults. Note that Application Level defaults will override system one.

Learn More

1. Select the palette or components you want to use.
2. Save your changes

Next time you drag a table or attribute onto a screen canvas, PhixFlow uses the default components you have set.