PhixFlow Help

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Overview

When you are running PhixFlow in   Design Mode, use the repository to find any of the items in your PhixFlow instance that you have permission to view. If the repository is not shown, go to the bottom right of the screen and click  Repository.

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 browser, PhixFlow displays a tooltip for it, if one is available. The tooltip comes from the item's Description property; see Common Properties.

Selecting Items

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


Sections on this page

The repository:

Some of the collection headers in the Full Repository branch:

Finding Repository Items

In the repository browser, 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.

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:

Applications and Packages

Each item (modelling object or layout component) 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 Applications and Packages 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 layouts 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

Context Menu

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

The context menu for dashboards:


OptionDescription

 Add

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  App Mode.

To see the full list of applications again, clear the application's name from the Applications search field.

 Show 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, dashboard, layout or area in the workspace. 
A palette opens in a pop-up.
 Show Models
Opens a new window listing all the models that contain the item.
EnableThe icon depends on the item. Enables the item without having to open its properties. 
 Copy as template
For layout components,copies an existing component and saves it as a layout 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 layout 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 Stream Sets
Opens a list of the stream sets.
 View Chart
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 browser and automatically loads it into  App Mode.

Filter by Name

Shows only the selected application in the repository browser.

To see the full list of applications again, clear the application's name from the Applications search field.

For details of some other menus and toolbars, see Menu Options and Toolbar Buttons.

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