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This page is for application designers who need to configure the relationships between data. It explains the properties for entity relationship diagram (ERD).

Overview

PhixFlow ERDs define the logical structure of the data in your application; see Understanding ERDs.

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Properties

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Tables

For complete details on tables and ERDs see Understanding ERDs. The following diagram illustrates how an ERD represents a table:

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NameDescription
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PhixFlow expects every table to have a special attribute called a primary key, which uniquely identifies each record.
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A foreign key attribute is an attribute in the table that refers to the primary key in another table. When you create a relationship from a primary key to an attribute, PhixFlow automatically sets the attribute to be a foreign key.
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The display name is the attribute that will be displayed in place of the Primary Key. Typically a primary key is not user-friendly and you do not want to display it. Instead, you want to display something that makes more sense to a person. for example a Company Name rather than their ID.

Basic Settings

FieldDescription
Name

The name for the ERD.

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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.

Create a new application screen using data from the selected table. 

In the Create Screen window:

  • Name: Enter a name for the screen
  • Open Maximised: Tick for a maximised screen. Untick for a popup screen.
  • Description: Optionally enter a description for the screen.
  • Select a Template: PhixFlow shows the screen designs available to your application. These depend on the template packages/palettes you have.
    see Understanding Template Packages and /wiki/spaces/HELP90/pages/2076246053.

 Canvas options

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

streams in the ERD

components:

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grid

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left
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: Align the left edges of all the selected components to the component that is furthest to the left.

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_align_right
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: Align the right edges of all the selected components to the component that is furthest to the right.

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_align_top
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: Align the top edges of the selected components to the component that is positioned highest.

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_align_bottom
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: Align the bottom edges of the selected components to the component that is positioned lowest.

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distribute

align_horizontal
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: Equally distribute the selected components horizontally in the available space.

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align_vertical
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: Equally distribute the selected components vertically in the available space.

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

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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 Pop-up

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

Ungroup

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

Select several items then click to group them together.

Table Popup Menu

To access more options in a

pop-up

popup menu, in the

stream

table header, click 

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OptionDescription

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Open the properties for this

stream

table to make changes.

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Remove the selected item(s) from the diagram.

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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.

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

Create a new application screen using data from the selected table.

Attribute

Pop-up

Popup Menu

OptionDescription
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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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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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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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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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 attribute
 Attribute
Delete the attribute from the
stream
table. PhixFlow prompts you to confirm.


Live Search

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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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