Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerpt
_Banners
_Banners
nameERD
nopaneltrue

Create a Screen

This topic is covered in the ERD Fundamentals video course found here: Entity Relationship Diagrams. The ERD Fundamentals video shows how to create a screen from within an ERD, see 2. ERD Fundamentals.

Create a Screen

  1. In an ERD, select a table that contains data you want to show on a screen.
  2. Create a screen using one of the following options:In the toolbar click Screen.
    • Right-click on your table and click
      Insert excerpt
      _screen_icon_only
      _screen_icon_only
      nopaneltrue
      Create Screen
    .
  3. From the more menu on a table click Create Screen
  4. The wizard
    • In a table's header, click 
      Insert excerpt
      _more_options_erd
      _more_options_erd
      nopaneltrue
       and click
      Insert excerpt
      _screen_icon_only
      _screen_icon_only
      nopaneltrue
      Create Screen
  1. PhixFlow guides you through the process of creating a screen.
    1. Enter the Name for the new screen.
    2. Select a Template for the screen's design. This can be edited at a later date.
  2. PhixFlow creates the screen. This can take several seconds while the screen is being rendered. The new screen opens with the Available Attributes open. 
  3. Drag the desired attributes onto the screen and drop them in the desired locationthem where you want them to appear.
  4. PhixFlow asks how you would like the data to be displayed.

    Image Removed

    prompts you to select a format for how to display data:
    Image Added

  5. Select an option to display the data as a grid, graph, chart, set of cards or input form.

    Selecting 
    • Select Form

    will
    • to create input fields and back the screen with the table.
      PhixFlow

    will also recognise
    • recognises that you are creating an input form

    an offer
    • and offers to create the Save and Delete actions

    which can then be dragged onto the relevant buttons.Selecting Grid will
    • . You can drag the actions onto buttons on the screen.

    • Select Grid to create a table on the screen.
      PhixFlow
    will recognise
    • recognises that you are displaying a table and
    ask
    • asks if you want to create an associated input form. Follow the
    wizards
    • prompts to complete this.
  6. Follow the screen building wizard to complete  Complete you screen configuration. Should you wish to edit the screens layout You can make changes to a screen layout; see Adding Screen Content for more information. 

This process creates a data component that is bound to a data view and opens its properties; see 
  1. .

More Information

See Creating Dashboards and Reports for detailed information on each type of object and how to set then up(Charts and Graphs) for details on configuring different types of view such as graphs and charts.