Workflows

Build your own menu-driven workflows

PhixFlow workflows are designed using drag and drop forms and dashboards which are linked with user-defined menus to trigger any workflow action

Define your objects and then link them

PhixFlow workflows are created in a very similar way to the analytics models. Using drag and drop screens you define your individual elements: forms, fields, menus, buttons, dashboards, grids, bar charts etc. and then link them all together with context sensitive menus which trigger your workflow actions.


Workflow actions

Each workflow action itself can be configured to drive multiple processes. Simple actions might just open another form (using currently selected data to drive behaviour), or open a dashboard showing multiple linked graphical displays of the data e.g. grids, bar charts, line charts, dials charts, pie charts or open a web page based on a calculated URL e.g. “show me our web page for this product”. More complex actions can be configured by linking options together e.g. to validate the user action, prompt the user for input then update or insert data.


Linking workflows and data processing models

The real power of PhixFlow is revealed when workflows and the data processing models are linked together. A menu action option can trigger a data processing model to run, using the selected rows on the user screen as a set of driving parameters. This enables you to set up any kind of data processing to be initiated on a user request e.g. reading new data from your systems, triggering remote web services, performing simple (or complex calculations), refreshing displays within PhixFlow or even updating your other systems.

The most significant concept that underpins PhixFlow is the ability to link many different types of simple processing objects together to generate rich workflows and data analytics/processing.


Workflow features

 

app
Application

Create multiple applications and allow permitted users to switch between them.

 

forms
Forms

Configure a new form to show/modify data from both your existing systems and from PhixFlow.

 

fields
Fields

Add any type of form field to show new or existing data and specify read/write access.

drop
Dropdown menu

Configure your own menu structures and instruct entries to open forms, dashboards, run analysis etc.

drop2
Dropdown field

Configure fields which list values from reference tables or data defined anywhere in your systems
 

buttons
Buttons

Place named buttons on your forms to trigger any workflow action or start data processing tasks.

grid
Data grids

Integrate with web services to read data or trigger actions on remote systems.

 

line
Line charts

Drop multi-series line charts onto your dashboards and create context-sensitive links to your data grids.

 

barchart
Bar charts

See trends in your data over time using multi-series bar charts.

 

pivot
Pivot tables

Configure dynamic pivot tables to provide greater insights into your data.

 

user-group
User groups

Set up your own user groups or link to corporate LDAP to define who has access to your workflows.

 

audit
Audit

Track who changed what and when. We call this the “blame and shame” button.

 

Dig deeper

PhixFlow solutions put you in control by letting you design applications to fit your processes.

Our solutions