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Using the ERD

The Entity Relationship Diagram, ERD is a visual representation of your Customizations where you can easily review the relationships and dependencies. The ERD is easily accessible:

  • Strongpoint > Customizations > ERD View
  • ERD Search, refer to Enabling the ERD Search on the Dashboard
  • Tabs on various pages, for example, Customization record, Change Requests, and Process Issues.

The ERD provides a way to look at customizations by record type. A left click on the customization name brings up the customization record.

  1. Open Strongpoint> Customizations > ERD View

  2. Select a Record Type from the list.

  3. Add any options:

    • Field Name Filter: enter all or part of a field name to filter the results.
    • Date Last Used Filter: enter a date range to filter the results.
    • Hide standard fields without relationships: check this box to hide all standard fields that do not have relationships from the results.
    • Hide all standard fields: check this box to hide all standard fields from the results.
    • Hide all fields without custom relationships: check this box to hide all unused fields that do not have custom relationships from the results.
    • Hide Unused fields: check this box to hide all unused fields from the results, based on the DLU.

  4. Click Show Record ERD.

    erd-view

  5. Click on any item to expand the view. For large lists, click More to see the additional items.
    External sources headers are highlighted in green.

    ERD with an External Source

  6. Click Open Record on any Customization to open the actual record.

Enabling the ERD Search on the Dashboard​

To enable the ERD Search:

  1. From NetSuite Home, go to Personalize (On the right-hand side of the page.)
  2. Select Custom Portlet. (If it shows many Custom Portlets, you can pick any one of them.)
  3. Choose Set Up
  4. Under Custom Content, select Strongpoint ERD Search Form
  5. Click Save

erdsearchform-1

From the ERD Search Form, you can search by:

  • Customization Type
  • Script ID
  • Name
  • Parent
  • Quick Add