PhixFlow Help

PhixFlow 8.2 Help

Overview

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or start with theĀ training courses

Contact Support

We welcome your feedback.Ā  Let us know your suggestions for improvements and new features onĀ feedback@phixflow.com.

If you have any problems, please contact the PhixFlow support team.


About PhixFlow

PhixFlow is a Data Workflow Management platform which can gather data from any system, analyse and transform that data, apply business rules and then create (and if required, email) dashboards, reports and templated spreadsheets. On top of the analysis, users can configure Applications. TheseĀ provide end users with controlled access to sets of configured custom forms that display linked collections of data (both the transformed data and real time data). Each application can be configured with sets of linked menus that control how users can interact with the data e.g. modifying, new data entry, opening other forms, triggering further analysis etc. have menus the collected data use and modify the collected and analysed data. configured linkedĀ PhixFlow can automatically monitor the analysis results and can update external systems directly.

PhixFlow is developed by PhixFlow Ltd., a software company based in Cambridge, UK. For more information on PhixFlow, or to contact us, go toĀ www.phixflow.com.



About the PhixFlow Help

PhixFlow help is context sensitive so as you move through the application clickĀ  to view help relating to that form. However there are many other pages that can only be reached through the content tree (on the left here) and other links within the help system. If you find any errors in the help pages or if the text is unclear or topics are missing, please email us atĀ feedback@phixflow.comĀ and report the problem.

Good places to start are the Getting to Know PhixFlow page and the Menu Options and Toolbar Buttons as information here is generally applicable to all uses of PhixFlow. We also recommend that you make use of the Glossary as this contains definitions for key terms and links to relevant pages.

The following list provides a brief overview of the help system. Note that you can dip into pages as and when needed or you can follow the Next links at the bottom of each page to read through the help in a logical order.

Getting to Know PhixFlow

How to navigate around the PhixFlow application, including

  • the main screens and menus
  • how to use the repository
  • where to find your and change your user details or reset your password.
Training CoursesPhixFlow training courses for analysis models and designing applications.
Analysis ModellingEverything about building analysis models. This section includes help on creating views of the data in a model using charts.
Creating ApplicationsHow to create applications, including designing the layout and styling of screens and configuring actions. This section also covers providing users with access to the application, and optionally localising data formats and text.
Filtering and Sorting DataHow to use filters on data in models and applications.
Expressions, Functions, Macros and ScriptsHow to write expressions and more complex scripts. Includes reference details about Internal Variables, Macros,Ā Attribute Functions and Scripting.
Administration

This section covers functions that require administration privileges, including how to

  • move PhixFlow configurations, applications and packages between instances
  • control user access and integrate with other authentication systems
  • configure a PhixFlow instance
  • monitor processes running in PhixFlow and access logs which have a full audit trail of all configuration modifications.
  • schedule analysis and archiving jobs to run at specified times
  • run system housekeeping tasks.
Installation and UpgradeHow to install a new PhixFlow instance or upgrade an instance from an earlier version.
Release NotesLinks to all PhixFlow release notes providing a summary of the content of each release.

Finding Related Pages

At the end of each page are a set of labels. Click on a labelĀ  to find related pages. The most common labels are:


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