Repository Context Menu

Context Menu

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

Categories/Collections

"items"

modelling objects

layout components

Option	Description
Add	Creates a new item of the selected type.
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	A model, dashboard, layout or area opens in the workspace.  A palette opens in a pop-up.
Show Models	Opens a new window listing all the models that contain the item.
Enable	The icon depends on the item
Copy as template	for layout components you can copy an existing component and save it as a layout template.
Edit
Error rendering macro 'excerpt-include' : No link could be created for '_show_where_used'.
Delete	- deletes the item from the repository and from all the items that contain it. Check where the item is used first using Error rendering macro 'excerpt-include' : No link could be created for '_show_where_used'.
Remove  from container
Set Audit Required	options for privileges, to set whether or not PhixFlow records these actions in the audit log
Set Audit Not Required
Show Stream Sets
View Chart: opens a new window  listing the steam data.
Run Analysis

User Menu

On the top right of the PhixFlow screen is the  Users menu, which has the following options:

Option	Description
My User Details	Opens a User Details Form allowing the user to change their own account settings (including their password).
Online Support	Opens a browser window into PhixFlow's online support desk. Your designated support contacts will have login details.
Send Feedback Email	Opens a new email window.
About PhixFlow	Shows 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.

Status Bar

The status 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 Palettes	Open the palette panel on the right. You can drag preconfigured layout components from the palette into dashboards.
Console	Show the System Console. This shows currently running tasks and log messages from processes run in PhixFlow.
Show Repository	Open Using the Repository. This shows all of the available objects in your PhixFlow instance.
Administration	Administration Menu. Options to Import Configuration, Export Full Configuration or Open Export Pane
Design Mode App Mode	The icon indicates which mode you are currently running. Click it to switch between App Mode and Design Mode.

Windows Bar 

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.

Administration Menu

On the bottom right of the PhixFlow screen is the  Administration menu, which has the following options:

Option	Description
Import Configuration	Import
Import Stream Data	Import stream data
Export Full Configuration	Export
Open Export Pane	Opens a window with export options
Open Export Pane	Opens  window with stream export options

Administrators can configure whether or not these options are visible to users via the associated role privileges; see Managing User Groups and Privileges

Property Tab Toolbar

When you open the property tab for a model or one of its modelling objects, the tab has a toolbar at the top. 

OK	Save the current properties and close the tab.
Save	Save the current properties and keep the tab open.
Back	Toggle between the current property tab and one that was previously open.
Forward
Repository	Find in Explorer. This icon will bring the repository browser tab to the front and will close all nodes except those leading to this object.  You may need to scroll the explorer to see the selected object.
Help	Context sensitive help.
More Toolbar Options	If there is insufficient space on the header bar then some buttons are moved into this drop-down menu. The following options are always on the drop-down menu:  Delete Delete the current object. Delete is: permanent as there is no "undo" option everywhere, so if the object is used by other models, it is also deleted there.  Delete Close the current property tab. You can also use the X on the tab itself.

The Audit trail is a useful way of reversing changes made by mistake as each audit entry shows both the new and old values. In the case of text fields, simply copy the old value and paste it into the form field.

Property Section Toolbars

Each property tab can contain a number of sections.  Each section has a header represented by a green bar with a small arrow before the section label which can be clicked to collapse and open the section. 

Some sections contain fields whereas other sections can contain grids.  Sections which contain grids may have a number of icons on them to allow you to add and delete records, see a more detailed grid with more columns or refresh the current grid.

Add	Create and insert a new item into the list.
Detailed List	Open up a grid showing more details about each item.
Delete	Delete the selected item or items.
Refresh	Refresh the list (e.g. if the list has been updated on another computer by another user).
Add	Create and insert a new item into the list.

Model Toolbar

Context Menu

All objects have context menus associated with them which are accessed by right-clicking the mouse button. One key context menu item is Permanently Delete which is always the last item on the list (to help ensure it is not pressed accidentally)! 

Note that all objects that appear on Analysis Models have a context menu entry "Show Models" which will display a list of all the models that contain that object.

Grid

There are two types of grid display. The first are simply lists of the configuration objects but showing more details than the repository explorer. The second type of grid shows data e.g. Stream Items. The operations on configuration object grids are all very similar (e.g. add, delete, refresh etc.) however data grids will have additional operations which are all described on the help page for that object.

The following general features of grids are worth noting:

• The items on grids are paged which means that PhixFlow fetches a batch of data at a time to populate the grid. The grid footer bar indicates which items are being shown, how many items there are in total and the page size. The user can page forwards and backwards using and . Note that the user can also change the page size (the number of rows brought back from the PhixFlow Database). Please note that with very large datasets it will be more efficient to filter the the data rather than page through it!
• Columns can be ordered by clicking the column header. Each click reverses the order direction. Please note that only the items currently paged in the display are ordered.

The following functional icons are common to many grids:

	Select an existing (or predefined) Filter or create, delete and modify Filters. This causes the grid to refresh and display only those entries which match the selected Filter.
	Select an existing (or predefined) multi-column Sort Order or create, delete and modify Sort Orders. Note that data is ordered across all records which are implied by the Filter, not just the current page of data.
	Export the data being shown to an Excel spreadsheet. However, please note that when viewing Stream Data, pressing this button causes an option form to open which amongst other things allows you to choose to export the data to Excel, CSV or HTML. Note also that this will export all data implied by the Filter, not just the current paged result. When viewing data in a Chart, an Excel template can be configured on the Stream View that is used to specify the properties for the Chart.
	Delete the currently selected items. A form will appear to confirm that you wish to proceed.
	Refresh the contents of the current grid.
	Open the help page for the grid.
	Show or hide the paging bar

Dashboard Stream Views Pop-Up Menu

When you drag stream attributes onto dashboard, PhixFlow prompts how to display the data.

Tooltip Descriptions

Most PhixFlow objects have an optional description field. PhixFlow will display this description as you hover over the item whether the item is on a list or on a model pane. We highly recommend that you provide descriptions for all your objects to help document your work for both yourself and colleagues.