Creating a Screen from an ERD Table

The ERD Fundamentals video shows how to create a screen from within an ERD, see Entity Relationship Diagrams. 

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:
   • On the toolbar click  Screen.
   • Right-click on your table and click Create Screen.
   • In a table's header, click   More Options  and click Create Screen. 
3. 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.
4. PhixFlow creates the screen. This can take several seconds while the screen is rendered. The new screen opens with the Available Attributes open. 
5. Drag the desired attributes onto the screen and drop them where you want them to appear.

6. PhixFlow prompts you to select a format for how to display data:
   

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

   • Select Form to create input fields and back the screen with the table.
     PhixFlow recognises that you are creating an input form and offers to create the Save and Delete actions. You can drag the actions onto buttons on the screen.

   • Select Grid to create a table on the screen.
     PhixFlow recognises that you are displaying a table and asks if you want to create an associated input form. Follow the prompts to complete this.

8.  Complete you screen configuration. You can make changes to a screen layout; see Adding Screen Content.

This process creates a data component that is bound to a data view and opens its properties. See Creating Dashboards and Reports for details on configuring different types of component.