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Overview

This

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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 

Drag-and-Drop Techniques

Properties

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 The toolbar includes the button to 

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.

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Basic Settings

FieldDescription
NameThe name of the
dashboard
screen.
Open Maximised

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 to open

the dashboard

the screen maximised.

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 to open the

dashboard

screen as a

pop-up

popup window.

Allow User to Resize

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 to enable the application user, when running in 
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, to resize the

dashboard

screen.

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 to keep the

dashboard

screen size fixed when running in in 

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.

This option does not affect resizing the

dashboard

screen in 

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.

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

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 to also display the toolbar in 
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. The

dashboard

screen name is displayed. Toolbar icons are not displayed.

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 is the default as the toolbar is usually not required in 
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.

Show Window Button Bar

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 to display a Windows-style bar at the top of the

dashboard

screen. This has a maximise/restore button and a close button.

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

dashboard

screen.

Always On Top

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 to keep the

dashboard

screen on top of other

dashboards

screens. This is useful for a

pop-up

popup window that you want a user to complete before returning to another

dashboard

screen.

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 to allow other

dashboards

screens to be displayed in front. 

Keep Data

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 to

allow dashboard

allow screen data to be referenced even after the

dashboard

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

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 is the default. The

dashboard

screen data is not required once the

dashboard

screen is closed.

Preload
Dashboards

screens , especially complex

dashboards

screens, can take some time to open, which can feel slow to the application user. Use this option when you need a

dashboard

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

dashboards

screens that an application user will always want to open.

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 to preload

the dashboard

the screen when PhixFlow first starts.  When the user then opens the

dashboard

screen , it displays immediately. The data itself may still take time to load.

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 is the default. The

dashboard

screen does not need to be preloaded.

Preloading relates to the

dashboard

screen itself. Any data backing the

dashboard

screen is only loaded when the

dashboard

screen opens, and this may also take time to load.

Cache Locally

If an application user is likely to require the same

dashboard

screen in different stages of a task. Use this option so that, when the user closes and reopens the

dashboard

screen, it loads immediately. 

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 to cache the

dashboard

screen on the application user's client computer when the

dashboard

screen first opens.

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 is the default. The

dashboard

screen does not need to be cached.

Caching relates to the

dashboard

screen itself. Any data backing the

dashboard

screen will be reload each time the

dashboard

screen is opened.

Position

By default, new

dashboards

screens are set to Floating. If you want a

dashboard

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
  • right
  • Floating

Use the Pinned options to create a permanently visible

dashboard

screen. This is useful for a navigation area or toolbar that you want to be visible for all other

dashboards

screens. Floating

dashboards

screens do not overlap with pinned

dashboards

screens. When the user maximises a Floating

dashboard

 screen, it expands only to the remaining space. 

Width

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

For

dashboards

screens that are not set to Open maximised, specify a

dashboard

screen height in pixels, for example 150px for a small confirmation window. The default size of a

pop-up dashboard

popup screen is approximately 500px. 

Top

Available when Position is Floating.

For

dashboards

screens that are not set to Open maximised, set an offset value in pixels to position the

dashboard

screen where it is required. For example, to display a

dashboard

screen as a

pop-up

popup window towards the top left of the screen, set:

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

Screen Elements

Dashboard 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 Screen Elements for

the elements for a specific screen, open the 

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available from the screen toolbar. For more information on Screen Elements and how to use them see: Screen Elements

available from the screen toolbar; see Screen Element.  

Menu Items

This section has a toolbar with standard buttons and:

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  • Table-actions
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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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click 
  1. Click 
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  2. Select 
    • either Add a new sub-menu
    • or Add a new menu item; see 
Menu
  1. PhixFlow opens a new properties tab for a menu item or sub-menu; see 
Menu
  1. Startup Actions for details.

To remove a menu, use the toolbar button 

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.

Mappings

This section has a toolbar with standard buttons

Components on the

dashboard

screen, such as buttons or data-components, can have

actions

actionflows or

stream

record-

item

actions.

 Stream

 Record-

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

the record-

item

action

recognises

 recognises the data. This grid contains a list of mappings for the components on this

dashboard

screen. 

To configure a mapping, in the

dashboard

screen, right-click a component and select 

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.

Unreachable Actions

This section has a toolbar with standard buttons. The grid displays a list of actionflows that are linked to components on the

dashboard

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 stream-item

and record-actions that are linked to the

dashboard

screen.

Tip

Actions

and stream-item

and record-actions were the way to

configure dashboard

configure screen functionality before PhixFlow version 9.0.0; see Using

Stream Streamitem-actions

Action

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Menus and Toolbars

Screen Toolbar

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

List options

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Open the repository showing the list of available

streams

tables for your application.

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Open the repository showing the list of available
dashboards
screens for your application.
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_actionflow
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Open the repository showing the list of available actionflows for your application.
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Open the list of palettes.
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Open the repository showing the list of available styles for your application.
Canvas options
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Open the help topic with details about working with
dashboards
screens.
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_property_settings
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Open the properties tab for the
dashboard
screen.

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_layout

_unlock

_layout

_unlock
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or 

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lock
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layout_

lock
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Unlock a

dashboard

screen to edit its layout.

Lock a

dashboard

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

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Update the

dashboard

screen to reflect changes made elsewhere in PhixFlow, such as the

dashboard

screen properties, layer orders or shared styles.

Screen

Pop-up

Popup Menu

Right-click on a screen to display its

pop-up

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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 Options.

Menu optionDescription
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_layout
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Unlock a
dashboard
screen to edit its layout.
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_lock
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_lock
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Lock a 
dashboard
screen to prevent accidental edits and to display the data content.
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For
dashboards
screens created in PhixFlow versions 8.3 and earlier, open a window listing the context parameters in alphabetical order.
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For
dashboards
screens created in PhixFlow versions 8.3 and earlier, open the properties for the
dashboard
screen element.
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_area_above
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Use these options to divide a

dashboard

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

.To remove a pane, use the pop-up menu options 

.

To remove a pane, use the popup menu options 

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 Pane.

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 Pane.
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right
width
_area_
right
lock_width
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Fix the height or width of the selected pane. You will no longer be able to resize a pane by dragging its dividing line.
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below
height
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below
lock_height
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area_left
delete
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delete
nopaneltrue

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 

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remove
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remove
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

 Element

Remove the selected item from the screen, whilst leaving it in the repository.
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Delete a screen element.
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new
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When a specific component is selected, delete the component.

Other delete options that may be available relate to specific types of component in the selected pane
Create a new form in the current area.
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 Delete options depend on the selected item. Examples are:

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

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true selected objects

true

Open the palette to drag in components.
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autosize
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 pane

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.


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 form 

Options to arrange the selected components:

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left
_

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align_

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left
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Delete a dashboard element

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

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align_

new

right
_

form

align_

newnopaneltrueCreate a new form in the current area

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

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top
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pin

align_

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

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

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palette

bottom
_align_

palette

bottom
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Open the palette to drag in components

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

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autosize

horizontal
_align_

autosize

horizontal
nopaneltrue

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

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

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

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align_

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Options to arrange

: Equally distribute the selected components

within a pane:

vertically in the available space.

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left

find
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align

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left

find
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true

true

Open the repository with to see the selected component in the list. This can be useful if you want to move a component.
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properties
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right
properties
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Open the properties tab for the screen.
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top
show
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top
show
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Display information about the table and its records.

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

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find

properties
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find

properties
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Open the repository with to see the selected component in the list. This can be useful if you want to move a component


or Show the Table Configuration

Open the properties for the table.

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show
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show
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Open the properties tab for the dashboard.

...

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:

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Display information about the stream and its stream-items.
  •  
    for table 
    <name>
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mapping
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    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
  •  for view <name>


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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.

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tick
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properties

tick
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or Show the Stream ConfigurationOpen the properties for the stream

 to open the screen when the application starts.

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attributes

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show

untick
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attributes

box_

show

untick
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...

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:

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Unreachable Actions

A workflow can have placeholder actionflows linked to a dashboard. 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_check_box_tick_check_box_ticknopaneltrue to open the screen when the application starts

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


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Learn More

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

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 is the default. The screen is opened by a user action within the application.