PhixFlow Help

Navigation

PhixFlow screens have been designed to provide quick access to the functions you are likely to need from the current view without having to navigate complex menus. This help page provides an overview of the navigation features and key screens in PhixFlow.

Please read Client Application Notes for general advice on mouse and other actions available on the user interface.

On the top left of the PhixFlow screen is the Applications button. Clicking an Applications button opens a list of all Applications available for the user. The user can run the selected one using its default Menu by clicking or right clicking to open in a new tab or window. An application may have more than one menu item which will be displayed after clicking on the application.

The user can also choose an Application and Menu by adding ?application=APPLICATION_NAME&menu=MENU_NAME to the PhixFlow URL where APPLICATION_NAME is the name of the selected application and MENU_NAME is the name of the selected Menu.

On the top right of the PhixFlow screen is the User menu, a drop down menu giving access to basic user functions.

My User Details

Opens a User Details Form allowing the user to change their own account settings (including their password).

Online SupportOpens a browser window into PhixFlow's online support desk. Your designated support contacts will have login details.
Send Feedback EmailOpens a new email window.
About PhixFlowShows general information about PhixFlow, in particular the current version that you are using.

Help

Opens this online help system.

Logout

Returns PhixFlow to the startup screen so that the user must log back in to resume work.

When opening PhixFlow in design mode the Repository Browser will open on the right side of the screen. When an object is opened to edit, the configuration form will be opened in a new tab in this pane. If an object is opened for editing when another edit form is already open, the new object form will replace it, unless the open form contains unsaved data or the tab is pinned.

If the Pin icon is yellow when another edit form is opened, then the tab will be closed and the other tab will be opened. If the open tab contains unsaved data then a new tab will be opened.

Clicking the Pin icon turns it red indicating that the pane is now pinned. This means that when another form is opened, this pane remains open (in addition to the new pane opening).

Click the icon again to toggle the pinned status.

Open up a grid showing more details about each item.

Delete the selected item or items.

Refresh the list (e.g. if the list has been updated on another computer by another user).

Create and insert a new item into the list.

Context sensitive help.

The Windows bar appears in the bottom of the screen if 'Show Windows Bar' is selected from the footer bar. The Windows bar contains links to all open windows (both open and minimised). Click on a link to restore the window (if needed) and bring the window to the front of the screen. Each window link also has a context menu which allows you to close it directly.

The task bar is at the bottom of the PhixFlow window. On the left the number of currently running actions is shown. There is also the button to show/hide the windows bar. If there are any notifications on screen, they can all be dismissed in one go by clicking 'Dismiss notifications'. This will dismiss the green notification pop ups but not red error/failure messages.

On the right are icons which can be used to access different features:

Show the System Console. This shows currently running tasks and log messages from processes run in PhixFlow.
Open Repository Browser. This shows all of the available objects in your PhixFlow instance.
Administration Menu. Options to Import Configuration, Export Full Configuration or Open Export Pane
Switch between App Mode and Design Mode


Please let us know if we could improve this page feedback@phixflow.com