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This page is provides the reference information for dashboard properties.

Overview

Create application screens by starting with a dashboard; see Creating or Opening a Screen.

PhixFlow opens existing screens locked, to prevent accidental editing. To edit a screen,  Insert excerpt_layout_unlock_layout_unlocknopaneltrue it:
  • either using the toolbar 
  • or right-click anywhere in the screen to display the pop-up menu.
This page has the reference documentation for dashboard

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_Banners
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namescreen
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Open Maximised

This page is for application designers who want to create screens for application users.

Overview

Properties

This page explains the screen properties. For information on how to divide a screen into different panes, and how to add things components to a screen, see Drag-and-Drop Techniques.

See Also

it, see Splitting a Screen.

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 The toolbar includes the button to 

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display

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_

dashboard_display

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.

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livesearch

Basic Settings

spaceKey
Field
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Description
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Table of Contents
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Basic Settings

FieldDescriptionNameThe name of the screen.
NameThe name of the screen.
Open Maximised

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_check_box_tick
_check_box_tick
nopaneltrue
 to open the screen maximised.

Insert excerpt
_check_box_untick
_check_box_untick
nopaneltrue
 to open the screen as a popup window.

Allow User to Resize

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_check_box_tick
_check_box_tick
nopaneltrue
 to enable the application user, when running in 
Insert excerpt
_app_mode
_app_mode
nopaneltrue
, to resize the screen.

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_check_box_

tick

untick
_check_box_

tick

untick
nopaneltrue
 to

open the screen maximised.

keep the screen size fixed when running in in 

Insert excerpt

_check

_

box

app_

untick

mode
_

check

app_

box_untick

mode
nopaneltrue

 to open the screen as a pop-up window.Allow User to Resize

.

This option does not affect resizing the screen in 

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_

check

design_

box_tick

mode
_

check

design_

box_tick

mode
nopaneltrue

 to enable the application user, when running in 

.

Show Toolbar
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_
app
design_mode
_
app
design_mode
nopaneltrue
, to resize the screen.
 always has a toolbar with the screen name on the left and toolbar icons on the right. 

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_check_box_

untick

tick
_check_box_

untick

tick
nopaneltrue
 to

keep the screen size fixed when running in in 

also display the toolbar in 

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_app_mode
_app_mode
nopaneltrue
.

This option does not affect resizing the screen in 

The screen name is displayed. Toolbar icons are not displayed.

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_

design

check_box_

mode

untick
_check_

design

box_

mode

untick
nopaneltrue

.Show Toolbar 

 is the default as the toolbar is usually not required in 
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_app_mode
_app_mode
nopaneltrue

 always has a toolbar with the screen name on the left and toolbar icons on the right. 

.

Show Window Button Bar

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_check_box_tick
_check_box_tick
nopaneltrue
 to display

the toolbar in 

a Windows-style bar at the top of the screen. This has a maximise/restore button and a close button.

Image Added

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_check_

design

box_

mode

untick
_

design

check_box_

mode

untick
nopaneltrue

. The screen name is displayed. Toolbar icons are not displayed.

 to have no Windows-style bar at the top of the screen.

Always On Top

Insert excerpt
_check_box_

untick

tick
_check_box_

untick

tick
nopaneltrue

  is the default as the toolbar is not required in  Insert excerpt_design_mode_design_modenopaneltrue.Show Window Button Bar

 to keep the screen on top of other screens. This is useful for a popup window that you want a user to complete before returning to another screen.

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_check_box_

tick

untick
_check_box_

tick

untick
nopaneltrue
 to

display a Windows-style bar at the top of the screen. This has a maximise/restore button and a close button.Image Removed

allow other screens to be displayed in front. 

Keep Data

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_check_box_

untick

tick
_check_box_

untick

tick
nopaneltrue
 to

have no Windows-style bar at the top of the screen.Always On Top

allow screen data to be referenced even after the screen is closed. This is useful if an application user needs access to global data available in the system.

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_check_box_

tick

untick
_check_box_

ticknopaneltrue to keep the screen on top of other screens. This is useful for a pop-up window that you want a user to complete before returning to another screen. Insert excerpt_check_box_untick_check_box_unticknopaneltrue to allow other screens to be displayed in front. Keep Data

untick
nopaneltrue
 is the default. The screen data is not required once the screen is closed.

Preload

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.

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_check_box_tick
_check_box_tick
nopaneltrue
 to

allow screen data to be referenced even after

preload the screen

is closed. This is useful if an application user needs access to global data available in the system

when PhixFlow first starts.  When the user then opens the screen , it displays immediately. The data itself may still take time to load.

Insert excerpt
_check_box_untick
_check_box_untick
nopaneltrue
 is the default. The

screen data is not required once the screen is closed.PreloadScreens, 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.

screen does not need to be preloaded.

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.

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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_check_box_tick
_check_box_tick
nopaneltrue
 to

preload

cache the screen

when PhixFlow first starts.  When the user then opens the screen, it displays immediately. The data itself may still take time to load

on the application user's client computer when the screen first opens.

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_check_box_untick
_check_box_untick
nopaneltrue
 is the default. The screen does not need to be

preloaded

cached.

Preloading

Caching 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. 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. 

Insert excerpt_check_box_tick_check_box_ticknopaneltrue to cache the screen on the application user's client computer when the screen first opens. Insert excerpt_check_box_untick_check_box_unticknopaneltrue is the default. The screen does not need to be cached.

Caching relates to the screen itself. Any data backing the screen will be reload each time the screen is opened.

Open on Startup

Todo - not yet implemented

You may have a screen that acts as your application's welcome window. Use this option to open a screen whenever the application starts.

Insert excerpt_check_box_tick_check_box_ticknopaneltrue to open the screen when the application starts. Insert excerpt_check_box_untick_check_box_unticknopaneltrue is the default. The screen is opened by a user action within the application. Position

For screens that are not set to Open maximised.

By default, pop-up screens are opened floating centrally. If you want a screen to open with a fixed position, select one of the drop-down options:

  • Pinned to top
  • Pinned to bottom
  • Pinned to left
  • Pinned to right
  • Floating (default)

Width

For screens that are not set to Open maximised, specify a screen width in pixels, for example 500px for a small confirmation window. The default size for a pop-up screen approximately 800px.Height

For screens that are not set to Open maximised, specify a screen height in pixels, for example 150px for a small confirmation window. The default size of a pop-up screen is approximately 500px. 

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 pop-up window towards the top left of the screen set:

  • Top: 60px
  • Left: 60px
LeftRightBottom

Dashboard Elements

This section lists the Dashboard Elements on this screen.

PhixFlow creates dashboard elements when you use the pop-up menu Add Area... options to divide up the screen. In PhixFlow version 8.3 and earlier, dashboard elements enabled different parts of the screen to be bound to different sources of data, either a stream (table) or view.

Where dashboard elements are bound to data, you can link them, so that the data in one dashboard element drives the data in another; see Linked and Driving Views.

Menu Items

This section has a toolbar with standard buttons and:

  •  Image Removed Show stream actions (record-actions)
  • Insert excerpt_filter_filternopaneltrueThe grid contains a list of menu items. To add a menu item to the list, click  Insert excerpt_add_addnopaneltrueclick  Insert excerpt_add_addnopaneltrue
  • Select 
    • either Add a new sub-menu
    • or Add a new menu item; see Menu
  • PhixFlow opens a new properties tab for a menu item or sub-menu; see Menu for details.
  • To remove a menu, use the toolbar button  Insert excerpt_delete_deletenopaneltrue.

    Mappings

    This section has a toolbar with standard buttons

    Components on the screen, such as buttons or data-components, can have actions or stream-item actions. Stream-item actions can take data from attributes in different streams (tables) or views. Where the attributes have different names, you must map the attribute, so that the stream-item action recognises the data. This grid contains a list of mappings for the components on this screen. 

    To configure a mapping, in the screen, right-click a component and select  Insert excerpt_mapping_mappingnopaneltrue.

    Actions

    This section has a toolbar with standard buttons. The grid displays a list of actions and  stream item actions (record-actions) that are linked to the screen.

    Insert excerpt_access_accessnopaneltrue Insert excerpt_description_descriptionnopaneltrue Insert excerpt_audit_auditnopaneltrue

    Menus and Toolbars

    Screen Toolbar

    There is a toolbar above the screen canvas. This provides the following options:

    List options Insert excerpt_tables_tablesnopaneltrue

    Open the repository showing the list of available tables for your application.

    Insert excerpt_screen_toolbar_screen_toolbarnopaneltrueOpen the repository showing the list of available screens for your application. Insert excerpt_actionflow_actionflownopaneltrueOpen the repository showing the list of available actionflows for your application. Insert excerpt_palette_palettenopaneltrueOpen the list of palettes. Insert excerpt_styles_stylesnopaneltrueOpen the repository showing the list of available styles for your application.Canvas options Insert excerpt_help_helpnopaneltrueOpen the help topic with details about working with screens. Insert excerpt_property_settings_property_settingsnopaneltrueOpen the properties tab for the screen. Insert excerpt_layout_unlock_layout_unlocknopaneltrueor  Insert excerpt_layout_lock_layout_locknopaneltrue

    Unlock a screen to edit its layout.

    Lock a screen to

    will be reload each time the screen is opened.

    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:

    • Pinned to top
    • Pinned to bottom
    • Pinned to left
    • Pinned to right
    • Floating

    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 500px for a small confirmation window. The default size for a popup screen approximately 800px.
    Height

    For screens that are not set to Open maximised, specify a screen height in pixels, for example 150px for a small confirmation window. The default size of a popup screen is approximately 500px. 

    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:

    • Top: 60px
    • Left: 60px
    Left
    Right
    Bottom

    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 

    Insert excerpt
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    _property_settings
    nopaneltrue
    available from the screen toolbar; see Screen Element.  

    Menu Items

    This section has a toolbar with standard buttons and:

    •  Image Added Show Table-actions
    • Insert excerpt
      _filter
      _filter
      nopaneltrue

    The grid contains a list of menu items. To add a menu item to the list, click 

    Insert excerpt
    _add
    _add
    nopaneltrue

    1. Click 
      Insert excerpt
      _add
      _add
      nopaneltrue
    2. Select 
    3. PhixFlow opens a new properties tab for a menu item or sub-menu; see Startup Actions for details.

    To remove a menu, use the toolbar button 

    Insert excerpt
    _delete
    _delete
    nopaneltrue
    .

    Mappings

    This section has a toolbar with standard buttons

    Components on the screen, such as buttons or data-components, can have actionflows or record-actions. Record-actions can take data from attributes in different tables  or views. Where the attributes have different names, you must map the attribute, so that the record-action recognises the data. This grid contains a list of mappings for the components on this screen. 

    To configure a mapping, in the screen, right-click a component and select 

    Insert excerpt
    _mapping
    _mapping
    nopaneltrue
    .

    Unreachable Actions

    This section has a toolbar with standard buttons. The grid displays a list of actionflows that are linked to components on the screen, but do not exist yet.

    Tip

    Actionflows are a new way to configure actions, introduced in PhixFlow version 9.0.0; see Understanding Actionflows.

    Actions

    This section has a toolbar with standard buttons. The grid displays a list of actions and record-actions that are linked to the screen.

    Tip

    Actions and record-actions were the way to configure screen functionality before PhixFlow version 9.0.0; see Using Table-Actions and Record-Action

    Insert excerpt
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    _description
    nopaneltrue

    Insert excerpt
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    _access
    nopaneltrue


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    _audit
    _audit
    nopaneltrue

    Menus and Toolbars

    Screen Toolbar

    There is a toolbar above the screen canvas. This provides the following options:

    List options

    Insert excerpt
    _tables
    _tables
    nopaneltrue

    Open the repository showing the list of available tables for your application.

    Insert excerpt
    _screen_toolbar
    _screen_toolbar
    nopaneltrue
    Open the repository showing the list of available screens for your application.
    Insert excerpt
    _actionflow
    _actionflow
    nopaneltrue
    Open the repository showing the list of available actionflows for your application.
    Insert excerpt
    _palette
    _palette
    nopaneltrue
    Open the list of palettes.
    Insert excerpt
    _styles
    _styles
    nopaneltrue
    Open the repository showing the list of available styles for your application.
    Canvas options
    Insert excerpt
    _help
    _help
    nopaneltrue
    Open the help topic with details about working with screens.
    Insert excerpt
    _property_settings
    _property_settings
    nopaneltrue
    Open the properties tab for the screen.

    Insert excerpt
    _unlock
    _unlock
    nopaneltrue

    or 

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    _lock
    _lock
    nopaneltrue

    Unlock a screen to edit its layout.

    Lock a screen to prevent accidental edits and to display the data content.

    Insert excerpt
    _refresh
    _refresh
    nopaneltrue

    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

    Insert excerpt
    _screen
    _screen
    nopaneltrue
     Options.

    Menu optionDescription
    Insert excerpt
    _unlock
    _unlock
    nopaneltrue
    Unlock a screen to edit its layout.
    Insert excerpt
    _lock
    _lock
    nopaneltrue
    Lock a  screen to prevent accidental edits and to display the data content.
    Insert excerpt
    _refresh_refresh

    Screen Pop-up Menu

    Right-click on a screen to display its pop-up menu. The options available depend on where you click. If there are many options, some are moved onto the sub-menu
    _context_parameters
    _context_parameters
    nopaneltrue
    For screens created in PhixFlow versions 8.3 and earlier, open a window listing the context parameters in alphabetical order.
    Insert excerpt
    _element_show
    _element_show
    nopaneltrue

    Update the screen to reflect changes made elsewhere in PhixFlow, such as the screen properties, layer orders or shared styles.

    For screens created in PhixFlow versions 8.3 and earlier, open the properties for the screen element.
    Insert excerpt
    _area_
    screen
    above
    _
    screenMenu optionDescription
    area_above
    nopaneltrue
     Options.

    Use these options to divide a screen into multiple, resizable panes. Select the option to add a pane relative to the currently selected pane.

    To remove a pane, use the popup menu options 

    Insert excerpt
    _

    layout_unlock

    delete
    _

    layout_unlock

    delete
    nopaneltrue

    Unlock a screen to edit its layout

     Pane.

    Insert excerpt
    _
    layout
    area_
    lock
    right
    _
    layout
    area_
    lock
    right
    nopaneltrue
    Lock a screen to prevent accidental edits and to display the data content.
    Insert excerpt
    _
    context
    area_
    parameters
    below
    _
    context
    area_
    parameters
    below
    nopaneltrue
    For dashboards created in PhixFlow versions 8.3 and earlier, open a window listing the context parameters in alphabetical order.
    Insert excerpt
    _area_left
    _area_left
    nopaneltrue
    Insert excerpt
    _area_
    element
    lock_
    show
    width
    _
    element
    area_lock_
    show
    width
    nopaneltrue
    For dashboards created in PhixFlow versions 8.3 and earlier, open the properties for the dashboard element
    Fix the height or width of the selected pane. You will no longer be able to resize a pane by dragging its dividing line.
    Insert excerpt
    _area_
    above
    lock_height
    _area
    _aboveTo remove a pane, use the pop-up menu options 
    _lock_height
    nopaneltrue
    Insert excerpt
    _delete
    _delete
    nopaneltrue

    Use these options to divide a screen into multiple, resizable panes. Select the option to add a pane relative to the currently selected pane.

    When a specific component is selected, delete the component.

    Delete options depend on the selected item, for example:

    • Delete Selected Objects
    • Delete Pane
    • Delete Form 

    Insert excerpt
    _

    delete

    remove
    _

    delete

    remove
    nopaneltrue
     

    Pane

    Element

    Remove the selected item from the screen, whilst leaving it in the repository.
    Insert excerpt
    _
    area
    element_
    right
    delete
    _
    area
    element_
    right_area_belownopaneltrue
    delete
    nopaneltrue
    Insert excerpt_area_below
    Delete a screen element.
    Insert excerpt
    _
    area
    form_
    left
    new
    _
    area
    form_
    left
    new
    nopaneltrue
    Create a new form in the current area.
    Insert excerpt
    _
    area
    pin_
    lock_width
    unpin
    _
    area
    pin_
    lock_width
    unpin
    nopaneltrue
    Fix the height or width of the selected pane. You will no longer be able to resize a pane by dragging its dividing line

    Pin a component to fix its position; see Pinning and Unpinning.

    Insert excerpt

    _area_lock_height_area_lock_height

    _palette
    _palette
    nopaneltrue

    Open the palette to drag in components.
    Insert excerpt
    _
    delete
    autosize
    _
    deleteOther delete options that may be available relate to specific types of component in the selected pane
    autosize
    nopaneltrue

    When a specific component is selected, delete the component.

    Toggle whether or not the currently selected component is automatically auto sized when an application window is resized by the user.

    Note

    Using this option, or manually resizing a component may change the state of the Layout → Style Settings → Auto Size property.


    Insert excerpt
    _
    delete_item
    align
    _
    delete_item
    align
    nopaneltrue
     Delete options depend on

    Options to arrange the selected

    item. Examples are

    components:

    Insert excerpt
    _

    delete

    align_

    item

    left
    _

    delete

    align_

    item

    left
    nopaneltrue

     selected objects

    : Align the left edges of all the selected components to the component that is furthest to the left.

    Insert excerpt
    _

    delete

    align_

    item

    right
    _

    delete

    align_

    item

    right
    nopaneltrue

     pane

    : Align the right edges of all the selected components to the component that is furthest to the right.

    Insert excerpt
    _

    delete

    align_

    item

    top
    _

    delete

    align_

    item

    top
    nopaneltrue

     form  Insert excerpt_element_delete_element_deletenopaneltrueDelete a dashboard element

    : Align the top edges of the selected components to the component that is positioned highest.

    Insert excerpt
    _

    form

    align_

    new

    bottom
    _

    form

    align_

    new

    bottom
    nopaneltrue

    Create a new form in the current area

    : Align the bottom edges of the selected components to the component that is positioned lowest.

    Insert excerpt
    _

    pin

    align_

    unpin

    horizontal
    _

    pin

    align_

    unpin

    horizontal
    nopaneltrue

    Pin a component to fix its position; see Pinning and Unpinning

    : Equally distribute the selected components horizontally in the available space.

    Insert excerpt
    _

    palette

    align_vertical
    _

    palette

    align_vertical
    nopaneltrue

    Open the palette to drag in components

    : Equally distribute the selected components vertically in the available space.

    Insert excerpt
    _

    autosize

    repository_find
    _repository_

    autosize NoteUsing this option, or manually resizing a component may change the state of the Layout → Style Settings → Auto Size property

    find
    nopaneltrue

    Toggle whether or not the currently selected component is automatically auto sized when an application window is resized by the user.

    Open the repository with to see the selected component in the list. This can be useful if you want to move a component.
    Insert excerpt
    _
    arrange
    screen_
    components
    properties
    _
    arrange
    screen_
    components
    properties
    nopaneltrue
    Options to arrange the selected components within a pane:
    Open the properties tab for the screen.
    Insert excerpt
    _
    align
    record_
    left
    show
    _
    align
    record_
    left
    show
    nopanel
    true
    true

    Display information about the table and its records.

    Insert excerpt
    _
    align_right
    mapping
    _
    align_right
    mapping
    nopaneltrue
    Opens a new mapping element properties tab where you can map attributes with different names to components.
    Insert excerpt
    _
    align_top
    children
    _
    align_top
    children
    nopaneltrue
    For the selected parent container, select all the child components.

    Insert excerpt
    _

    align

    table_

    bottom

    properties
    _

    align_bottomnopaneltrue

    table_properties
    nopaneltrue

    or Show the Table Configuration

    Open the properties for the table.

    Insert excerpt
    _

    distribute

    attributes_

    horizontal

    show
    _

    distribute

    attributes_

    horizontal

    show
    nopaneltrue
    ...

    Show the list of attributes that are bound to the component. The attributes can be from a table or view. This is shown in the option:

    • Insert excerpt
      _
    distribute
    • attributes_
    vertical
    • show
      _
    distribute
    • attributes_
    vertical
    • show
      nopanel
    true
    • true
       
      for table 
      <name>
    • Insert excerpt
      _
    repository
    • attributes_
    find
    • show
      _
    repository
    • attributes_
    find
    • show
      nopaneltrue
    Open the repository with to see the selected component in the list. This can be useful if you want to move a component
    •  
      for view <name>


    HTML Comment

    Unreachable Actions

    A 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.

    Insert excerpt
    _

    screen

    check_

    properties_screen_propertiesnopaneltrueOpen the properties tab for the screen. Insert excerpt_record_show_record_show

    box_tick
    _check_box_tick
    nopaneltrue

    Display information about the stream (table) and its (stream items) records

     to open the screen when the application starts.

    Insert excerpt
    _check_box_

    mapping

    untick
    _check_

    mapping

    box_untick
    nopaneltrue

    Opens a new mapping element properties tab where you can map attributes with different names to components. Insert excerpt_children_childrennopaneltrueFor the selected parent container, select all the child components. Insert excerpt_table_properties_table_propertiesnopaneltrueor Show the Stream ConfigurationOpen the properties for the stream (table). Insert excerpt_attributes_show_attributes_shownopaneltrue...

    Show the list of attributes that are bound to the component. The attributes can be from a stream or view. This is shown in the option:

    Insert excerpt_attributes_show_attributes_shownopaneltrue for stream (table)<name>

     is the default. The screen is opened by a user interacting with the application. 


    Live Search
    spaceKey@self
    additionalnone
    placeholderSearch all help pages
    typepage

    Panel
    borderColor#00374F
    titleColorwhite
    titleBGColor#00374F
    borderStylesolid
    titleSections on this page

    Table of Contents
    maxLevel3
    indent12px
    stylenone


    Learn More

    For links to all pages in this topic, see Designing Screens.

    Insert excerpt
    _

    attributes

    terms_

    show

    changing
    _

    attributes

    terms_

    show

    changing
    nopaneltrue

     for view <name> HTML Comment

    Unreachable Actions

    A workflow can have placeholder actionflows linked to a dashboard. If the actionflow has not been wired then it is listed here.