Overview

When you are running PhixFlow in Design Mode, for any task, PhixFlow provides list of the relevant items that you can use.

If you want to find items at other times, you will find them listed in the repository. To show or hide the repository

either click the repository icon on the right edge
or click the repository icon in the header bar.

Items are grouped into the following main branches which you can expand and collapse.

Applications: This branch lists PhixFlow applications. Expand an application to see the items contained in it.
Packages: Items in a package can be shared by different applications.
Full Repository: This branch lists all items from any application or package.
Unallocated: This branch lists the items that are not included in any application or package.
System Configuration: Opens a properties tab where administrators can set defaults for the whole PhixFlow system
System Logging: Opens a properties tab where administrators can set defaults for logging system data.

When you are looking for items in the repository, it is important to check whether you are looking in an Application branch, or in the Full Repository. In both branches, items are listed in collection headers, in alphanumeric order. By default, items in packages are not listed under collection headers. To use collection headers in a package, right-click on the package name and select Show the collection headers.

When any branches of the repository are open, you can quickly collapse them all. In the repository toolbar, click Collapse All.

When you are editing the properties for some items, you can open a repository tab containing a filtered list of items. You can then drag selected items from the repository into the properties. For example, this makes it easy to add a task plan to an action.

Tooltips

If you hover your mouse pointer over an item in the repository, PhixFlow displays a tooltip for it, if one is available. The tooltip comes from the item's Description property; see Common Properties.

Selecting Items and Opening Properties

To select a group of items, use Shift+click. To select several items individually, use Ctrl+click.

Double-click on an item in the repository to open its properties tab. Here you can set the properties for modelling objects and application components.

In addition to having properties, you can open and edit some items in the workspace on the left. These are:

Analysis models represent the flow and transformation of data; see Analysis Models for Batch Processing Data.
Views display the data in streams in grids and charts; see Understanding Data Views.
Screens combine several views. Application screens are made up of different components, including data, form fields, cards, and menus; see Designing Screens.

To display and update these items:

From the repository, open the item's properties.
From the toolbar on the properties tab, click the icon for the item, which is its Display option.
PhixFlow opens the item in the workspace on the left.

Sections on this page

The repository:

Some of the collection headers in the Full Repository branch:

Finding Repository Items

In the repository, most items are sorted by type under a collection header. For example all the analysis models are stored together. To find an item of a specific type, expand the collection header. You can then either scroll down the list or, to help you find items in long lists, use the search box. When you type into the search box, PhixFlow filters the list to show only the names that contain the string you have typed so far.

To clear the search, click the x on the right of the search box.

Some types of item "belong" to another item. For example you can expand any stream to see that it can potentially have actions, stream item actions, attributes, views, filters, sort orders and inputs. You can also search within these sub-collections.

Searching for an item:

Clearing a search:

Applications and Packages

Each item can only be part of one application or package. To move an item to another application or package, drag it onto the new application or package in the repository. When objects are moved into a package they are no longer included in the application. See Package for more details.

To remove an item from an application or package, right-click on it in the repository and select Remove from Container. This removes the item from the application or package, but it remains in the repository.

To add stream attributes to application components, such as screens or forms, simply drag in the attribute. As you are dragging, PhixFlow changes the cursor to show where you can drop the attribute:

you can drop the attribute
you cannot drop the attribute.

Rollback Streams

You can rollback the data changes in one or more streams using the repository context menu. Select the streams, then right-click to display the context menu and select Rollback Selected Objects.

Add Stream Attributes

In Design Mode, you can drag a stream attribute from a list and drop it onto an component, such as an area or form, to add it as a field.

Context Menu

In the repository, you can right-click on an item to display its context menu.

The context menu for dashboards:

Option	Description
Create New	Creates a new item of the selected type. When you create a new application, PhixFlow automatically shows only this application in the repository list and asks if you want to load the application into Application Mode. To see the full list of applications again, clear the application's name from the Applications search field.
Show a Detailed List	Opens a new window listing all the items with the selected. The window includes information about the key properties for each item.
Display icon depends on item type	Opens a model, screen, ERD, workflow or actionflow diagram in the workspace. A palette opens in a pop-up.
Show Models	Opens a new window listing all the models that contain the item.
Enable	The icon depends on the item. Enables the item without having to open its properties.
Disable	The icon depends on the item and is overlayed with the stop icon. Disables the item without having to open its properties.
Copy as template	For components, copies an existing component and saves it as a template.
Edit	Opens the properties tab for the item, where you can change its settings.
Delete	Deletes the item from the repository and from all the items that contain it. This option: cannot be undone deletes the item from the repository and from any application, package, model or component that uses it.
Remove from container	Removes an item from the current container, but keeps it in the repository.
Set Audit Required	Sets whether or not PhixFlow records actions on this item in the audit log.
Set Audit Not Required
Show Recordsets	Opens a list of the stream sets.
Show view	Opens the default view of a stream's data.
Run Analysis	Runs analysis on a stream.
Load Application	In Design Mode, shows only the selected application in the repository and automatically loads it into Application Mode.
Filter by Name	Shows only the selected application in the repository. To see the full list of applications again, clear the application's name from the Applications search field.