Overview

Creating your own palette or adding your own templates to existing palette can help you save time and effort. PhixFlow is installed with two palettes that can be used to create your own palette items. Additional palettes can be installed, via Template Packages, for more detail on how to do this see About Template Packages.

Creating a Palette

1. In the repository navigate to your Application → Palette and select  Create New.
2. PhixFlow opens a properties tab for the palette. Name the palette and save it.
3. Click the  Templates icon to display the available templates that can be used in your palette.
   1. If you have not created any templates yet see Creating Layout Templates.
4. The templates can be dragged into into the Component list of your palette.
5. Optionally, define logical Palette Groups and drag templates into the components section.
6. Optionally, The palette and template components can be moved to a package where you will be able to define the Default Components.
   1. In the repository expand Packages and select  Create New
   2. Create your package and complete the details,
      1. If you want to define default components, tick Template
      2. In the Template Details section, define the defaults you want your palette to use.
      3. Note you only need to define these if you are creating a Palette that you will use as your default palette.
   3. When you create a new application and select your package it will automatically create all the associations to use your content. If you add your palette after you have created your application and want to set it as the default palette or just override some of the settings, you will need to:
      
      1. Open the properties for your application by double clicking on it
      2. Click the Styles tab.
      3. Scroll down to Default Components.
      4. Set the values as appropriate
      5. Save your changes and any defaults you have set will now be used. 

Adding to a Palette

If you have a component that you want to add to a palette, you must first copy it as a Template; see Creating Layout Templates.

To add a template to a palette:

1. Open the repository.
2. Navigate to the palette and right-click select edit.
3. Drag the Palette tab into the workspace to show the tabs side-by-side.
4. From the repository branch → Template, drag a template from the repository into a palette.

Removing Palettes Items

To remove items from a palette, right-click on the item in the palette and click  Delete. This removes the component from the palette, but does not remove it from the repository.

Can I Change the Styles of a Palette?

See Editing a Palette

Setting Default Components

For any screen that you design, there are common elements, such as forms, true/false fields, or fields for specific types of data, such as long strings or floating point numbers.

Default Component are set at the application or system level:

1. Application Level 
   1. Open the properties for your application by double clicking on it
   2. Click the Styles tab.
   3. Scroll down to Default Components.
   4. Set the require defaults.
2. System Level
   1. Open Administration Menu → System  → Configuration
   2. Scroll down to Default Components.
   3. Set the require defaults. Note that Application Level defaults will override system one.

Palette Groups 

Use palette groups to organise your templates.

Adding a Palette Group

1. Click  Create New.
2. PhixFlow opens the Palette Group properties.
3. Set the name and order. Add the components you require.
4.  Apply and Close.

Removing a Palette Group

To remove a group from the palette, use the  Delete in the toolbar.

Pallet Group Properties

Description

 Audit Tab

Audit Summary

See the Common Properties page, Audit Summary section.