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Properties

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Basic Settings

FieldDescription
Name

The name for the ERD.

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_description
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_audit
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Toolbars and Popup Menus

ERD Toolbar

The toolbar is at the top of the canvas. Hover your mouse pointer over the toolbar to see a tooltip.

OptionDescription

Create options

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Drag this icon

To create a new table, drag the icon from the toolbar onto the canvas

to create a stream.

List options

.

To add an existing table, click to list the tables available in the repository. Drag a table from the list into the ERD canvas.

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Click to open the repository filtered to list the streams available in your application.
todo-Fiona

 Canvas options

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_help
_help
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Open the help topic with details about working with ERDs.
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_align
_align
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Options to arrange the selected

streams

tables in the ERD:

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_align_grid
_align_grid
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_align_left
_align_left
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_align_right
_align_right
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_align_top
_align_top
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_align_bottom
_align_bottom
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_distribute_horizontal
_distribute_horizontal
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_distribute_vertical
_distribute_vertical
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_property_settings
_property_settings
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Open the properties tab for the ERD.
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_zoom_out
_zoom_out
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Zoom out to see more of the diagram, with smaller text.
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_zoom_in
_zoom_in
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Zoom in to see a smaller area of the diagram, with larger text.
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_save
_save
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PhixFlow automatically saves changes to
streams
tables and relationships.
Use this icon to save diagram layout changes to the ERD.

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_refresh
_refresh
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Update the ERD to the last saved diagram layout. This clears any unsaved layout changes. 
Your ERD should automatically show an changes elsewhere in PhixFlow.  For example, if someone adds a new attribute to

a stream Stream

a table in your ERD, the attribute will appear on the list. If changes are not appearing, click this icon.

Ungroup

todo-Fiona - does not seem to be available

Select a grouped set of items and then click to ungroup them.

Select several items then click to group them together.

Table Pop-up Menu

To access more options in a pop-up menu, in the

stream

table header, click 

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OptionDescription

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config

edit
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edit
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todo-Fiona - check Can this be 

Open the properties for this

streamtodo-Fiona - should be 

table to make changes.

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_remove
_remove
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Remove the selected item(s) from the diagram.

Image RemovedShow many to one relations
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Streams

Tables may have relationships to other
streams
tables not represented on the current ERD. Use these options to add all related
streams
tables to your ERD so that you can see the full relationship set; see Show Relationships From Other ERDs , above.

Image RemovedShow one to many relations

todo-Fiona - should be 
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_rel_
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_rel
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_out
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_delete
_delete
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Delete the selected item(s) from the ERD and from everywhere it is used.
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_attributes_show_hide
_attributes_show_hide
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Toggle
the stream
the tables between expanded to show all attributes or collapsed to show only the
stream
table name, primary key and any foreign keys. This is useful if your
stream
table contains many attributes.
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delete
screen
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delete
screen
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Delete the selected item(s) from the ERD and from everywhere it is used.
Create a screen based on this table. todo-Fiona Link to where the wizard is explained

Attribute Pop-up Menu

OptionDescription
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_key_primary_set
_key_primary_set
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Set the

Make: set the current attribute to be a primary key. A table can have only one primary key.

Remember to unset any other primary key in the stream

Unset: unset this attribute so it is no longer the primary key for the table. 

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_key_foriegn_set
_key_foriegn_set
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Set the current attribute to be a foreign

Make: set an attribute to be a foreign key.

Unset: unset this attribute so it is no longer a foreign key.

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_view_gray
_view_gray
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Make: set an attribute to be the display name for the primary key

Unset: unset this attribute so it is no longer the display name for the primary key.

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_attributes_add
_attributes_add
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Create a new attribute for the
stream
table. PhixFlow opens the properties where you can add a name and set the data type.
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_delete_item
_delete_item
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 attribute
 Attribute
Delete the attribute from the
stream
table. PhixFlow prompts you to confirm.


Live Search
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htmlcomment

@self

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Things not yet implemented
For the Starting Point stream:
I have data in Excel files

Drag the Excel files directly into an ERD. PhixFlow loads the data structure and records. It then adds the stream to the ERD.

In the ERD, you then add the relationships between streams.

PhixFlow prompts you to set the primary key and display name attributes.Link to doc on XD flow 4.10
For Open an Existing ERD
  1. From the home menu, select Data and click on an ERD in the list.
  2. In the repository, open your application and find Data → ERD.
    • Either right-click on an ERD name and select Display.
    • Or...
For Create a New ERD
  • From the home menu, select Data.
  • PhixFlow displays the list of ERDs. Select Create New from the left hand side.
    • In the pop-up, enter a name for your ERD, and a description then click  Insert excerpt_dialog_finish_dialog_finishnopaneltrue.
    Tip

    When you are creating streams, choose a name that reflects the entity your stream represents.

  • PhixFlow opens a new ERD canvas on the left with a toolbar at the top. Hover your mouse pointer over toolbar icons to display a tooltip.

    • For Create a Stream From an Excel File  Document Flow 4.10
    For Create Relationships Stream
    primary keystream headerstream1.primarykey → stream2.new-attribute
    1:many

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    Learn More

    For links to all pages in this topic, see Entity Relationship Diagrams.

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