Create / Open / Clone / Delete / Rename ERD

Covers how to create ERDs, open them from the list, rename them, delete them, and apply clone requests.

Management Overview

ERD management is split across the left ERD list, the right General panel, and the clone wizard.

TaskEntry PointResult
Create+ NEW ERD in the left ERD list or New ERD from a Connection/Schema context menuCreates a new ERD with title, Connection, and Schema scope, then opens it as a tab.
OpenClick a row in the left ERD listOpens the selected ERD in the editor and marks the row active.
SearchSearch input at the top of the left ERD listFilters ERDs by title.
RenameERD Name input in the right General panelMarks the ERD title as changed and saves it with the Save button.
Delete / Share / CloneList delete icon, right DELETE button, More menu, or clone wizardDeletes after confirmation, shares the ERD to the gallery, or prepares a public ERD clone for the target project, Connection, and Schema.

Create ERD

Create a new ERD by entering a title and choosing a Connection and Schema scope.

Create ERD modal showing the ERD title, Connection, Schema scope, and Confirm button
1

Check the left ERD list

In the ERD area at the bottom of the left panel, check the current project's ERD list.

2

Click + NEW ERD

Click + NEW ERD at the top of the list. You can also right-click in the left connection tree and choose New ERD from the context menu. When opened this way, the relevant Connection is prefilled, and if you started from a specific Schema, that Schema is selected as well.

3

Enter the ERD title

The default title is New ERD. When the modal opens, the title input is focused and selected for immediate typing.

4

Select a Connection

Connection is required. If the project has exactly one Connection, it is selected automatically. Otherwise, choose one from the list.

5

Select the Schema scope

Schema is optional. Keep All Schemas to allow every schema, or choose a specific Schema to limit the ERD.

6

Create with Confirm

If the default title and default Connection are already filled in, you can create the ERD by clicking Confirm as-is. After changing only the values you need, click Confirm to add the ERD to the top of the list and open it as a tab.

Connection and Schema Scope

The Connection and Schema scope selected during creation becomes the rule for adding tables later. Tables from another Connection or from a Schema outside the selected scope cannot be added to the same ERD.

Rename ERD

Change the ERD title from the ERD Name input in the right General panel.

Right General panel showing the ERD Name input and Save button for renaming an ERD
1

Open the ERD

Click the ERD in the left list to open it in the editor.

2

Find the right General panel

In the selected ERD's basic information area, locate the ERD Name input.

3

Enter a new name

Changing the ERD Name updates the local ERD model and marks the ERD as changed.

4

Save the change

When Save is enabled, click it to persist the new title. The list and tab title update after save.

Save Before Leaving

Typing a new name does not immediately publish it to shared storage. Use Save after editing so the same name is visible in the list and other screens.

Delete ERD

ERDs can be deleted from the left list or from the DELETE button in the right General panel.

Entry PointBehavior
Delete icon in the list rowOpens a confirmation dialog for that ERD only. The click is separated from row opening.
DELETE in the right General panelOpens a confirmation dialog for the currently open ERD. After deletion, closing the editor tab is requested.
Published ERD deletionIf the ERD is published to the gallery, the confirmation message warns that the gallery version is also deleted.

Private / Team Storage

List badges show whether an ERD is private, team-shared, or published.

TypeSharing ScopeManagement Note
Private ERDManaged under your accountThe right More menu can move it to team storage or publish it to the gallery.
Team ERDShared with project membersShared with the team. The right More menu can copy it into your private ERDs.

Share to Gallery

A finished ERD can be published to the public gallery from the More menu in the right General panel. Once published, that ERD becomes available for other users to clone.

1

Open the ERD to share

Click the ERD in the left ERD list to open it in the editor.

2

Open the right More menu

In the right General panel, open the More menu. For a private ERD, choose Publish to Public.

3

Enter public details and publish

Review the title, description, tags, and other information shown in the gallery, then click Publish to post the ERD to the public gallery.

4

Manage the published ERD

Published ERDs are marked with a Published badge in the list. From the same More menu, use Update Gallery to push the current ERD back to the gallery, or Unpublish to take it down.

Deletion Impact

When you delete an ERD that is published to the gallery, the confirmation message warns that the gallery version will also be deleted.

ERD Clone Wizard

The clone wizard prepares a public ERD clone request from the gallery by connecting it to a target project, Connection, and Schema.

1

Start from the gallery

Open the public ERD you want to bring in from the web gallery, then click the share button to start the flow for bringing it into your project.

2

Open a clone request

Click a PENDING or FAILED clone request card from the inbox/notification area to open the clone wizard.

Screen showing a public ERD clone request card in the notification or inbox area
3

Select the target project

In clone wizard Step 1, select the project that will receive the clone. When you select a project, the wizard loads that project's Connection list.

4

Select Connection and Schema

Choose the target Connection and Schema. When a Connection is selected, the first Schema is selected automatically.

Clone wizard screen for selecting the target project, Connection, and Schema
5

Review conversion preview

In clone wizard Step 2, the wizard builds a table preview for the target DBMS. If the source and target DBMS differ, conversion banners and warnings can appear.

Clone wizard screen showing the table conversion preview for the target DBMS
6

Save as ready

In clone wizard Step 3, click SAVE AS READY to record the clone request's target project, Connection, and Schema information.

Clone wizard screen saving the clone request as ready with the SAVE AS READY button
7

Apply in the target project

READY requests are automatically picked up when entering the target project. Completed requests are not reopened.

Target project screen for applying a READY clone request
StatusMeaning
PENDINGNo target project, Connection, and Schema has been selected yet. Clicking it opens the wizard.
READYThe target has been selected and the request is waiting to be applied in the target project.
IN_PROGRESS / COMPLETEDThe request is being applied or has finished. COMPLETED items are not opened again.
FAILED / CANCELLEDFAILED requests can be reopened to choose target information again; CANCELLED requests are not opened.