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View Data Model / Data Values - Data / PS Tools

The View Data Model / Data Values page of the Data / PS Tools section of the System Administrator Dashboard is an experimental tool intended to allow you to view how the fields in Lucernex are interrelated. Depending on how you filter the page, the hierarchy of database tables may be displayed by parent-child-grandchild relationships.

To navigate to the View Data Model / Data Values page:

  1. Click Admin in the toolbar in the upper-right corner of the window.

    The System Administrator Dashboard page opens.

  2. Click View Data Model / Data Values link in the Data / PS Tools section.

    The View Data Model / Data Values page opens.

  3. Follow a procedure below.

ClosedFilter the View Data Model Page

To filter the View Data Model / Data Values page:

  1. Select the category of data you want to view from the first Show field.

    This field allows you to filter by entity type, the firm, or all tables.

  2. Select the type of data you want to view from the second Show field.

    • Schema: Returns the schema, with links that display the fields associated with the table.

    • Schema With Fields: Returns the schema with the fields associated with the table listed below the database table's name.

    • All Values For: When selected:

      • A For field appears. This field allows you to select an entity.

      • The values of all fields for the entity you selected appear on the page, in the context of the schema. This includes empty fields.

    • Non-Empty Values For: When selected:

      • A For field appears. This field allows you to select an entity.

      • The values of all populated fields for the entity you selected appear on the page, in the context of the schema. This excludes empty fields.

  3. Select the option you want:

    • All: Returns all field types.

    • Editable: Returns only editable fields.

    • Math: Returns only math fields.

    • Computed: Returns fields whose values are calculated by the system.

      For example, the ExpAccrualAcct1Number is editable on the CodeExpenseType table, but computed on the AccrualTransaction table. This is because the value of the ExpAccrualAcct1Number field is configured by the user on the expense type record, and the value is pulled onto the accrual transaction by the system.

  4. To view fields which were added in a specific release, select the release number from the Added field.

  5. To view fields which were modified in a specific release, select the release number from the Modified field.

  6. Select the option you want:

    • Global and Firm Fields: Display both fields created in the firm and default fields in Lucernex.

    • Global Fields: Display default Lucernex fields only.

ClosedView Fields on the View Data Model Page

You can view fields on the View Data Model / Data Values page. This only applies if you have selected Schema from the second Show field.

  1. Select the appropriate category from the first Show field.

  2. Select Schema from the second Show field.

  3. Apply any other necessary filters.

  4. Find the database table whose fields you want to view.

  5. Click the appropriate View Fields link.

    The View Fields links appear to the right of the database table names.

    A window opens, containing the fields associated with the database table you chose to view.