Defining a system

To define a system:

1. Go to SYSTEM BUILDS.

2. Click + New System.

   

3. Enter a System Definition Name, then click Create.

   

4. Click + Add Table.

   

5. Choose which table to include, then click it to add it to the diagram. If there are many tables then you can use the Search Table option.

   

6. Your chosen table appears in the diagram.

   

7. Click the + button to add another table.

8. Choose a second table in the same way. A Relationship Properties side panel opens. A warning displays on any table where a relationship is missing.

   

9. Choose a column from both tables to use for the relationship, then click Apply.

10. Keep adding tables in the same manner. Sibling tables can be added by clicking the + button in the appropriate place. e.g. in the following example, Line Items was added first, then Returns, clicking the + button beneath Orders.

    

    Pan and zoom

    When you edit your system, you can pan and zoom around using the menu located in the bottom right of your screen.

    • Click the hand symbol, and then click and drag to pan around your system freely

    • Click minus, plus, or use the drop down menu to adjust the zoom percentage

    

11. Get your system to the Campaign Ready status by defining your table properties. See Table options.

12. You can delete or replace tables by clicking the Options button. These actions invalidate any relationships that you have already established.

    

13. When you are happy with your changes, click Save System. You are taken back to the System Builds page.