This page explains how to find your way around in PhixFlow. We designed PhixFlow to give you quick access to the features you will need at any time. This means you do not need to navigate complex menus. This page explains how to find your way around 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.
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
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:
- Create an Application
Easily create a new application and configure the settings for the project, see Creating an Application and Application Properties. - Define your Data
Create entity relationship diagrams (ERDs) to define the data that backs your application, see Entity Relationship Diagrams. - 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. - Setup Actionflows
Actionflows control the interactions users can perform with your application and its data, see Understanding Actionflows. - 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. - 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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Modes
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- desktop or laptop computers
- mobile device, such as tablet or smartphone.
- is how a user experiences the application. This can be enabled by clicking
in the top right-hand corner of PhixFlow.Insert excerpt _app_mode _app_mode nopanel true
is where application designers create and configure applications, andInsert excerpt _design_mode _design_mode nopanel true
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,
which opens the See also:
children- is only available to users with specific privileges. This mode can be enabled by clicking
in the top right-hand corner of PhixFlow.Insert excerpt _design_mode _design_mode nopanel true
Pinning and Unpinning Tabs
Tabs can be
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- Click the
icon on any tab to pin the content.Insert excerpt _pin _pin nopanel true - The icon will change to
.Insert excerpt _pinned _pinned nopanel true - Click the icon again to unpin the tab.
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.
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:
Accessing the Help
- Context Help: This opens on the right, and can be collapsed or opened by clicking the
toggle tab in the middle of the screen. To have this collapsed by default, see User Details → Show Contextual Help Panes.Insert excerpt _help _help nopanel true - Key Concepts links to a page that provides the key concepts associated to the area of PhixFlow you are in.
- Fundamentals Video links to the video of the area of PhixFlow that you are in.
- Guides links to pages that explain how to achieve key tasks for the area of PhixFlow you are in.
- Item Specific Help: This is available in the properties for any item. Click the
button to view the item specific help page. If you are unable to see this button, clickInsert excerpt _help _help nopanel true
.Insert excerpt _more_options _more_options nopanel true - Learning Centre: Click the
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.Insert excerpt _help _help nopanel true - 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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