Making Template Components

Overview

You can add your own components to the palettes provided by Phixflow. Alternatively, you can keep your custom components on your own palettes; see Changing or Creating a Palette.

If you have a specific component that you want to reuse on multiple screens:

  1. Convert it to a template component, described below.
  2. Add it to a new or existing palette.

Making a Template

  1. On a screen canvas, add components from a palette and change their properties to create the layout and design you want.
  2. Set all the style options you require. We recommend that you use shared styles when designing a layout that you want to add to a palette.
  3. Right-click the outermost component for the layout and select  Find in Repository.
  4. In the repository, right-click the component name.
  5. From the popup menu, select Copy as a Template.
  6. PhixFlow opens a new property pane. This is a copy of the original component, with the Advanced → Template property ticked. It is saved in the Template section of the repository. 
  7. Edit the name to reflect that this component is now a template.

Adding a Template Component to a Palette

  1. In the repository, find a palette and open its properties.
  2. Drag the palette properties tab into the workspace.
    PhixFlow creates a second panel so that the palette properties are displayed next to the repository.
  3. Expand the repository → Templates section.
  4. Drag template components into:
    • Either the palette properties → Components section
    • Or the palette properties → Palette Groups → open group properties → Components section.

The template now appears in the palette as a reusable component that you can drag onto the screen canvas.

Managing Palettes and Template Components

To successfully move a palette to a different PhixFlow instance, you must include all its templates and styles in the export. Consider adding your styles, templates and associated palette to a package, to ensure they are all included; see Package for how to add items to a package.

To export your application, click the Administration menu →  Export →  Configuration; see Export Configuration and Import Configuration.