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_Banners
_Banners
nameERD
nopaneltrue


Properties

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_parent
_parent
nopaneltrue

Basic Settings

FieldDescription
Name

The name for the ERD.

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_description
_description
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_audit
_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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_tables
_tables
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Drag this icon onto the canvas to create a stream.

List options

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_tables
_tables
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Click to open the repository filtered to list the streams available in your application.

 Canvas options

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_help
_help
nopaneltrue
Open the help topic with details about working with ERDs.
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_align
_align
nopaneltrue

Options to arrange the selected streams in the ERD:

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_align_grid
_align_grid
nopaneltrue

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_align_left
_align_left
nopaneltrue

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_align_right
_align_right
nopaneltrue

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_align_top
_align_top
nopaneltrue

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_align_bottom
_align_bottom
nopaneltrue

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_distribute_horizontal
_distribute_horizontal
nopaneltrue

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_distribute_vertical
_distribute_vertical
nopaneltrue

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

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_refresh
_refresh
nopaneltrue

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 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.

Stream Pop-up Menu

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

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_more_options_erd
_more_options_erd
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OptionDescription

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_config
_config
nopaneltrue

todo-Fiona - check Can this be 

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_property_settings
_property_settings
nopaneltrue

Open the properties for this stream.

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_remove
_remove
nopaneltrue

Remove the selected item(s) from the diagram.

Show many to one relations
todo-Fiona - should be 
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_rel_out
_rel_out
nopaneltrue

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

Show one to many relations

todo-Fiona - should be 

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_rel_in
_rel_in
nopaneltrue
 

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_attributes_show_hide
_attributes_show_hide
nopaneltrue

Toggle the stream between expanded to show all attributes or collapsed to show only the stream name, primary key and any foreign keys. This is useful if your stream contains many attributes.

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_delete
_delete
nopaneltrue
Delete the selected item(s) from the ERD and from everywhere it is used.

Attribute Pop-up Menu

OptionDescription
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_key_primary_set
_key_primary_set
nopaneltrue
Set the current attribute to be a primary key. Remember to unset any other primary key in the stream. 
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_key_foriegn_set
_key_foriegn_set
nopaneltrue
Set the current attribute to be a foreign key.

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_attributes
_attributes
nopaneltrue

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


HTML Comment
hiddentrue
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
  1. From the home menu, select Data.
  2. PhixFlow displays the list of ERDs. Select Create New from the left hand side.

  3. In the pop-up, enter a name for your ERD, and a description then click 

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    _dialog_finish
    _dialog_finish
    nopaneltrue
    .

    Tip

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


  4. 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