Creating a Palette

To create a palette:

1. Right-click the repository branch → Application → Palette and select  Add New.
2. PhixFlow opens a properties tab for the palette. Name the palette and save it.
3. In the Layouts section, click the 
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    button to see all the layout templates in the repository.
4. Drag layouts into the Layout list.
5. Optionally set up Default Components.
6. Optionally define Palette Groups.
7. Save your palette.

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

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. After you have added these to the Layouts section of the palette properties, use the Default Component section to select which of the layout components you want to use for the base components. PhixFlow displays these in a "Base Component" palette. 

Adding a Layout Template to a Palette

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

To add a layout template to a palette:

1. Open the repository tab and palette tab.
2. Drag one of the tabs into the workspace to show the tabs side-by-side.
3. From the repository branch → Layout Template, drag a template from the repository into a palette.

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

You can group layout components into sub-sections of a palette; see Palette Groups, below.

Palette Properties

For information about the properties toolbar, and about the sections Parent Details, Analysis Models, Description and Audit Summary, see Common Properties.  We recommend you always add a Description that explains the purpose of the item you are creating. 

For a full list of all the PhixFlow property tabs and windows, see Properties, Windows, Menus and Toolbars.

Basic Settings

Layouts

This section has a toolbar with standard buttons and 

The grid contains a list of layout components that this palette contains. To add a layout to the list:

1. Click
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    to list all the layout components in the repository.
2. Drag layout components into this list to add them to the palette. 

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

Default Components

You can select a layout template to use by default for common form fields.

Palette Groups 

This section has a toolbar with standard buttons. The grid contains a list of groups that  that this palette contains.

Use palette groups to organise your layout templates, making it easier to find what you need. For example, the Theme 2 - App Builder palette has the following groups.

We recommend you have a guiding principle for creating groups. For example, Theme 2 is organised with the most complete components, such as entire forms, first. Individual data fields are last. The groups in between have container components that you add to a dashboard first, then the tiles or tile elements that need to be dropped into a container.

To add a group to the list:

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

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

Pallet Group Properties

Description