A dashboard allows a User to gather into a single view a set of charts.
This grouping of related reports and statistics provides the User with preconfigured overviews of selected areas, making all the data that is required to view and monitor the health of the system both accessible and easy to read.
Any number of dashboards can be constructed by dragging predefined Stream Views onto a dashboard pane.
Things added to the dashboard in this way are known as dashboard elements. Dashboard elements are given short names which can then be used in expressions to refer to items selected in those Stream Views.
Dashboards can be created as either 'public' or 'private' - a private dashboard is only visible to the owner. Users may also specify a personal 'default' dashboard which is opened automatically each time PhixFlow is started.
Form: Dashboard Details
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Form Icons
The form provides the standard form icons, as well as:
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Configuration
Splitter Bars
The Dashboard area can be divided into multiple, resizing panes by adding vertical or horizontal splitter bars. Right click the pane or any element on the pane to:
- Add Vertical Bar
- Add Horizontal Bar
Splitter bars can be removed by right clicking on an empty pane and selecting Delete Pane.
Layout Options
Right click any pane or element and select Layout Options to configure the following options:
- Maximize contents
- Set a fixed width
- Set a fixed height
Add Element
An element can be added to a dashboard by dragging predefined Stream Views onto the dashboard pane.
Remove Element
You can remove an element from the dashboard by selecting from the element icon bar. This removes the object from the Dashboard view but will not delete the object from PhixFlow.
Link Dashboard Elements
You can link Dashboard views together so that the contents of one view are filtered based on items selected in a "Driver" view.
A grid view (grids only) will be automatically made a "Driver", if any of the filter expressions in any of the dashboard elements reference the view by name. Any views that are drivers can be identified by the existence of the icon appearing in the top right of the view. Clicking on this icon will cause any dependent views and charts to refresh themselves.
To make a Dashboard element dependent upon the Driver view, set it up with a Filter which uses at least one condition with an expression containing the drivers view name. i.e ACCTS. When the Filter is evaluated, the view name ACCTS notation will contain the rows selected on the Driver view. An example condition expression is:
AccountNum equals ACCTS.AccountNumber
Where AccountNumber is an Attribute on the Driver view.
Dashboard Pane Toolbar
This is found in the top, right-hand corner of the dashboard pane. This provides the following options:
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Toggles the ability for the Dashboard owner to modify layout of the Dashboard. By default, the layout is locked, i.e. elements cannot be moved or resized. Note, however, elements may still be maximised in this mode. Pressing this icon enables layouts to be changed. Pressing the button again locks the layout.
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Refresh will update the dashboard in line with changes made elsewhere in PhixFlow.
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Stream views on a Dashboard have parameters like short names (aliases) which can be used in expressions when referring to items selected on those views, data range and filter which can be used to control the list of records shown by the Dashboard Chart. This form allows you to change those parameters from their default values, which are taken from the original view.
The following fields are configured on the form:
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If you tick the checkbox, you can choose a default filter. This will override the default filter set in the original view, if one has been set.
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The background filter of this dashboard element. This will be applied in addition to the background filter of the original view, if one has been set.
A default filter, if set, or user selected filters are applied on top of this background filter, and the view background filter.
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Select one of:
- Always
- Never
- Always except on first load
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HELPDEVTODO not yet added
Apply Selections Mode
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Form Icons
The form provides the standard form icons.
See Also
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This page is for application designers who want to create screens for application users.
Overview
This page explains the screen properties. For information on how to divide a screen into different panes, and how to add components to it, see Splitting a Screen.
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Basic Settings
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| Description | We recommend that you always enter a description to explain the purpose of this item. | ||||||||||||||||||||||||||||||||||||||||
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| Preload | Some screens, especially complex screens, can take some time to open, which can feel slow to the application user. Use this option when you need a screen to open quickly. Preloading screens adds to the time it takes PhixFlow to initially start up. For this reason we recommend you only preload screens that an application user will always want to open.
Preloading relates to the screen itself. Any data backing the screen is only loaded when the screen opens, and this may also take time to load. |
Screen Elements
Screen elements are specific sections on a screen that posses their own properties, specifically each element can be backed by a different table.
To view a list of the elements for a specific screen, open the
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Advanced
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| Cache Locally | If an application user is likely to require the same screen in different stages of a task. Use this option so that, when the user closes and reopens the screen, it loads immediately.
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Style Settings
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| Position | By default, new screens are set to Floating. If you want a screen to open with a fixed position, select one of the Pinned drop-down options:
Use the Pinned options to create a permanently visible screen. This is useful for a navigation area or toolbar that you want to be visible for all other screens. Floating screens do not overlap with pinned screens. When the user maximises a Floating screen, it expands only to the remaining space. |
Width | For screens that are not set to Open maximised, specify a screen width in pixels, for example If this is left blank, the screen will adjust its width to the content automatically. |
| Height | For screens that are not set to Open maximised, specify a screen height in pixels, for example If this is left blank, the screen will adjust its height to the content automatically. |
| Top | Available when Position is Floating. For screens that are not set to Open maximised, set an offset value in pixels to position the screen where it is required. For example, to display a screen as a popup window towards the top left of the screen, set:
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Unconnected Actions
This section has a toolbar with standard buttons, see Common Properties. The grid displays a list of Actionflows that are linked to components on the screen that are not connected to a component. These can occur when Actionflows are created in a
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Actions
This section has a toolbar with standard buttons, see Common Properties. The grid displays a list of Actionflows or Table-Actions (Legacy) that are linked to the screen.
Menu Items
This section has a toolbar with standard buttons, see Common Properties and:
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The grid contains a list of menu items. To add a menu item to the list, click
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- either Add a new sub-menu
- or Add a new menu item; see Startup Actions Properties
- PhixFlow opens a new properties tab for a menu item or sub-menu; see Startup Actions Properties for details.
To remove a menu, use the toolbar button
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Menus and Toolbars
Screen Toolbar
There is a toolbar above the screen canvas. This provides the following options:
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| Opens the repository showing the list of available tables for your application. | ||||||||||||||||
| Opens the repository showing the list of available screens for your application. | ||||||||||||||||
| Opens the repository showing the list of available Actionflows for your application. | ||||||||||||||||
| Open the list of palettes. | ||||||||||||||||
| Opens the repository showing the list of available templates for your application. | ||||||||||||||||
| Open the repository showing the list of available styles for your application. | ||||||||||||||||
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| Open the properties tab for the screen. | ||||||||||||||||
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| Unlock a screen to edit its layout. Lock a screen to prevent accidental edits and to display the data content. | ||||||||||||||||
| Update the screen to reflect changes made elsewhere in PhixFlow, such as the screen properties, layer orders or shared styles. | ||||||||||||||||
Screen Popup Menu
Right-click on a screen to display its popup menu. The options available depend on where you click. If there are many options, some are moved onto the sub-menu
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| Open a window listing the context parameters in alphabetical order, if applicable. | ||||||||
| Open the properties for the screen element. | ||||||||
| When a specific component is selected, delete the component. Delete options depend on the selected item, for example:
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| Open the palette to drag in components. | ||||||||
| Open the repository with to see the selected component in the list. This can be useful if you want to move a component. | ||||||||
| Open the properties tab for the screen. | ||||||||
| Display information about the table and its records. | ||||||||
| Open the properties for the table. | ||||||||
| Opens the Available Attributes Window. |
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Unreachable ActionsA workflow can have placeholder actionflows linked to a screen. If the actionflow has not been wired then it is listed here. Open on Startup You may have a screen that acts as your application's welcome window. Use this option to open a screen whenever the application starts.
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Learn More
For links to all pages in this topic, see Screens.