This page is for application designers who want different parts of the screen backed by different data views.

Overview

For new features related to binding data to parts of a screen, see Showing Data on a Screen.

To bind different parts of the screen with different data views, you can:

either add data-backed components, such as a form, card, chart, graph or grid
or create dashboard elements that act as the parent to other components, such as areas or fields.

To create dashboard elements:

Right-click the screen to show the context menu
Use the Add Area... options. PhixFlow automatically creates dividers on the dashboard.
From the palette, drag in the components you require. PhixFlow automatically creates dashboard elements as a container for the components.

In the repository, the components you drag in are listed both:

as children of the Dashboard (dashboard elements)
as parents in the list of Components.

Data views that are bound to a dashboard have parameters like short names (aliases). You can use these parameters in expressions to refer to stream-items (records) or data points selected on those views. You can also refer to a data range and or filter to control the list of stream-items (records) shown by the view. Use the dashboard element properties to change those parameters from their default values, which are taken from the original view.

Property Pane Toolbar

For information about the toolbar options, see the Common Properties page, Toolbars and Controls section.

Properties Tab

Parent Details

If this item is within or belongs to another, it's parent name is shown here. See the Common Properties page, Parent Details section for more details.

Field	Description
Name	Name of the dashboard element.
Name of target	Name of the view backing this dashboard element.

Data Retrieval Options

Field	Description
Refresh If Not Active	If ticked, the screen will refresh even if not active. This means a change in the selection in a driving view causes this screen to refresh. Otherwise it will refresh as soon as it becomes active.
Use Custom Data Range	Untick to use the default data range, which is set in the Stream → Basic Settings → Data Range property. Tick to override the setting in the backing stream. PhixFlow shows the Data Range property.
Data Range	Available when Use Custom Data Range is ticked. Select which recordset data is displayed. Latest: displays the records from the latest recordset only. Recommended when recordsets are updated by batch process, and therefore have a Period of Daily or Monthly. All: displays the records from all recordsets. Recommended when recordsets are updated incrementally and therefore have a Period of Transactional or Variable. This value is used instead of the data range specified on the stream that is bound to the dashboard element.
Use Custom Default Filter	If you tick the check box, you can choose a default filter. This will override the default filter set in the original view, if one has been set.
Default Filter	The default filter applies to this screen view.
Refresh When Screen Refreshes?	Select one of: Always Never Always except on first load

Header Options

Field	Description
Display Export Button	Toggle the export button on the view in the screen.
Display Filter Button	Toggle the filter button on the view in the screen.
Display Paging Button	Toggle the paging button on the view in the screen.
Display Refresh Button	Toggle the refresh button on the view in the screen.
Display Sort Order Button	Toggle the sort order button on the view in the screen.

Background Filter Rules

Field	Description
Evaluate These Filter Rules as an Or	Ticking this field means that the background filter rules will be combined as an "or" filter as opposed to an "and" filter
Background Filter Rules	A grid of background filter rules which are combined together (usually as an and conjunction) to create the background filter for the dashboard element.
Background Filter Rules have the Following attributes:
Rule Expression	The Expression for this Filter rule, if it evaluates to true then the filter associated with this filter rule will be used.
Filter	The Filter that will be used should the Rule Expression evaluate to true.
Order	The order in which the filter rules for this dashboard element will be evaluated.
Enabled	If not true, this filter will not be used.
Stop If True	If true and the Rule Expression evaluates to true then any subsequent filter rules will not evaluated.
Description	A description of the filter rule.

Audit Tab

Audit Summary

See the Common Properties page, Audit Summary section.

Sections on this page

Learn More

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

Terminology changes in progress

As part of the redesign of PhixFlow, we are changing the following terms:

dashboard → screen
stream → table
stream attributes → attributes
stream item → record
stream set → recordset
stream view → view
stream item action → record-action
stream action → table-action
driver class → database driver

Screen Element