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PhixFlow has been designed to provide quick access to the functions you are likely to need from the current view. This means you do not need to navigate complex menus. This page provides an overview of the navigation features and key screens in PhixFlow.

PhixFlow comprises two parts:

  • All the PhixFlow data and items (files) are stored in a database on a server
  • As a user, you run the PhixFlow client in a web browser using the URL provided by your administrator.

You can work with PhixFlow in two ways.

Insert excerpt_design_mode_design_modenopaneltrue: use this mode to work on data analysis models or design application screens.
We recommend that you use design mode on a desktop computer as you require screen space to build analysis models and design application screens.

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Overview

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PhixFlow is a low-code application development tool. PhixFlow's visual design process means you can use drag-and-drop techniques to easily create everything you need to make a fully-functional application. Here are the steps:

  1. Create an Application
    Easily create a new application and configure the settings for the project, see Creating an Application and Application Properties.
  2. Define your Data
    Create entity relationship diagrams (ERDs) to define the data that backs your application, see Entity Relationship Diagrams.
  3. Build the Screens
    Screens     allow application users to interact with your data. Simply drag-and-drop templates and components to design a screen, or customise your own using CSS, see Designing Screens.
  4. Setup Actionflows
    Actionflows control the interactions users can perform with your application and its data, see Understanding Actionflows.
  5. Analyse your Data
    Use analysis models to process large data sets and create integrations with your data sources, see Analysis Models for Batch Processing Data.
  6. Document the Workflow
    Workflows visually depict the detailed sequence of activities and information flows used to run your application, see Creating Workflows.

Navigating the System

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  1. App List: The 9 dot application list button opens a list of available applications. Double-click to open an application or right-click to open one in a new tab.
  2. Header Bar: Provides quick access to all of the key areas within your application.
  3. System Controls:
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       includes password changes and logout.
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       provides a number of options, including the ability to import or export content. See Administration Menu.
  4. Repository: Provides access to each individual item in your application. This area is also where properties windows will open.
  5. App/Design Mode: Design Mode is used for creating and configuring applications. Application Mode is used by application users to run and interact with PhixFlow applications. See Design and Application Mode.
  6. App Home Screen: Provides access to the Application Properties, Startup Actions, Learning Centre and the key areas of the application:
    1. ERDs, see Entity Relationship Diagrams.
    2. Screens, see Designing Screens.
    3. Actionflows, see Understanding Actionflows.
    4. Analysis, see Analysis Models for Batch Processing Data.
    5. Workflow, see Creating Workflows.

Modes

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: use this mode to run your PhixFlow applications. Applications can be designed to be used on:
  • desktop or laptop computers
  • mobile device, such as tablet or smartphone.
Administrators can set up PhixFlow so that application users never see 
  •  is how a user experiences the application. This can be enabled by clicking 
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     in the top right-hand corner of PhixFlow.
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     is where application designers create and configure applications, and
can access only the applications and data that they need.

When you run the PhixFlow client in a browser, the PhixFlow window has:

Optionally, a menu bar at the top of the screen. The menu bar includes:the PhixFlow name and logo, Image Removed which opens the Insert excerpt_app_menu_app_menunopaneltrue; see 9106735878, below.
  • any menu options for the loaded application
  • A grey task bar at the bottom of the screen; see 9106735878, below.

    • See also:

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    • is only available to users with specific privileges. This mode can be enabled by clicking 
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       in the top right-hand corner of PhixFlow.

    Pinning and Unpinning Tabs

    Tabs can be

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     so that they remain open while you are working with them.

    1. Click the 
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       icon on any tab to pin the content.
    2. The icon will change to 
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      .
    3. Click the icon again to unpin the tab.

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    Selected Component Tab Highlight

    When a component is selected on a screen, it is highlighted blue and its parent component is highlighted yellow. The selected components properties open and the tab header is highlighted blue to indicate which tab corresponds to the selected component.

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    Dragging Tabs

    Properties and information lists open in tabs on the right. These tabs can be moved by dragging the tab header to the left or right of the current column, as illustrated below:

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    Accessing the Help

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    1. Context Help: This opens on the right, and can be collapsed or opened by clicking the
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       toggle tab in the middle of the screen. To have this collapsed by default, see User Details → Show Contextual Help Panes. 
      1. Key Concepts links to a page that provides the key concepts associated to the area of PhixFlow you are in.
      2. Fundamentals Video links to the video of the area of PhixFlow that you are in.
      3. Guides links to pages that explain how to achieve key tasks for the area of PhixFlow you are in.
    2. Item Specific Help: This is available in the properties for any item. Click the 
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       button to view the item specific help page. If you are unable to see this button, click 
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      .
    3. Learning Centre: Click the 
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       button within the system controls to open the Learning Centre. Here you will find access to all courses, as well as a host of resources, such as sample data sets. The Learning Centre also enables you to search the help for specific topics, such as Functions or API integrations.
    4. ChatBot: The ChatBot is available in Design Mode from the system controls in the top right. This chat facility provides direct access to PhixFlow Support, who will answer any questions you have.

    What's Next?

    The PhixFlow Fundamentals course provides a practical guide to using PhixFlow, including the design and creation of screens in our applications.

    Further Reading

    To find out how to get started with using PhixFlow, see:

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