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  1. Go to the repository browser, and create an application called Contact Manager
  2. Under the new application, create an analysis model called Contacts
  3. In the model, create a stream called Contacts
  4. Set the period of the stream to Transactional
  5. Add attributes to the stream:

    Name

    Type

    UID*

    Integer

    FirstName

    String

    FamilyName

    String

    ContactNumber

    String

    Email

    String

    DOB

    Date

    JobTitle

    String

    *UID is a special field name. If you create an attribute with this name, PhixFlow knows that it must automatically increment this value when a new record is added to the stream.
    The UID is a unique identifier for each record, and it used to link the two views on the dashboard in this example.

  6. Within the repository browser under the application Contact Manager, create a dashboard called Contacts
  7. Open the configuration form for the stream Business Contacts, and bring the new dashboard back to the front (you may need to use the grey menu bar at the bottom of the application to do this)
  8. Drag the stream icon from the configuration form onto the dashboard, to create a Grid View
  9. Drag all attributes from the stream on to the header of the grid view
  10. Split the dashboard by adding a Horizontal Bar
  11. In the bottom pane, right click and select Create New Form
  12. Click on the pane (now you are actually clicking on the form, but it is currently empty), in the form configuration that pops up, enter the form name: ContactDetails
  13. Open the stream configuration:
    1. In the top pane, right click and select Show the Stream Configuration
    2. Drag all attributes from the stream into the lower half of the dashboard - for each one, an edit field will be created
  14. Create an add button:
    1. In the lower form, right click and select Open Palette → Basic Components
    2. From the palette, drag a button onto the form
    3. Set the Name of the button to Add Contact
    4. Set the Action Type to Insert
    5. Save your changes

      The Name of the button is internal - it is a good idea to make this as descriptive as possible, so that you can find this in your configuration and it is clear what this does.

  15. Click over the text in the button - this will open the configuration form for the button label
  16. Update the Display Text of the label to Add
  17. Save your changes to the label
  18. In the same way, add update and delete buttons:
  19. Update button:
    1. Name: Update Contact
    2. Action TypeUpdate
    3. Display Text of button label: Update
  20. Delete button:
    1. Name: Delete Contact
    2. Action TypeDelete
    3. Display Text of button label: Delete
  21. Link the two views: drag the column heading for UID from the top grid view onto the bottom form.
    1. This automatically creates a Background Filter which determines the data that will be displayed. This filter can be access by
      • Right click the lower portion of the dashboard,
      • Select Show Element Details
      • Under Background Filter Rules, we can see the rule that has been create. This can be edited if necessary.

Go into App Mode, try adding some records, updating and deleting.

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