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UDV used as a part of a Data Filter

This article is a part of the Self-paced Learning Series for the Course: First-Hand Experience of Worksoft SaaS.

Please refer to the link for more details on the Course.
 
 Mapping the Worksoft SaaS feature to the Course Context :: Lesson 9:: Topic 1


1. UDV used as a part of Data Filter
To experience using UDV as a part of a Data Filter:
  1. We will create a UDV to pass values for the 3 states (NJ or NY or PA) and
  2. Also, we'll create a new Data Filter and map the UDV to this new Data Filter.
  3. Then, we will go back to the UDV to pass the value for one of the states (let's say NJ). (This step can also be done along with Step 1, however, we will keep them separate for learning purposes)
As a best practice, we will clone the Run Definition to use the same Data File as in the last lesson and bind it to the new Data Filter that we created.

       
2. Practice
Go to the UDV screen to create a new UDV:
  1. Click Menu and Click User-Defined Variable. 
  2. Click Vertical ellipsis and click Create User-Defined Variable.
  3. In the name field add name as State_Code and click on Save. 
  4. Click on edit Icon in Actions Column and Update the value as NJ
   Next, Go to the Data Definitions to create a new Data Filter
  1. Click Menu then click Data Filter and click Create
  2. Select Data-Definition as HICC Inputs and Expected outputs
  3. Add description 'Data Filter mapped to UDV' (Mandatory)
  4. Select Attribute as State_Code and operater as (=)
  5. Click on create and that will take you to 'Create Data Filter' screen
  6. Click on the checkbox Near Variable Field and select 'State_Code' in the Variable Field
  7. Click on the Checkbox "Load User-Defined Variable Values" and select environment as Production from the dropdown
  8. Click on Arrow near environment to load the values from the UDV.
  9. To check if the filter is working, you can select the file in data File dropdown 'Data File with 'HICC - 1 Zip code/state in 3 States' and click on (Show Filtered Data) to see the filtered results.
  10. Click on Save and Exit.

Create Run Definition and Apply Filter                                                                                                           
  1. Lastly, Clone the RD: Clone the RD 'Verify HICC calculations (Data-driven by Data File)' and Update the RD name to 'Data-driven by Data Files with dynamic (UDV based) Data Filter' (We will use the same Scenario and Data file, no changes needed)
  2. Click on Continue. In Configure Bindings field, I should see Data File "Data File with 'HICC - 1 Zipcode/state in 3 States", Click on Apply Filter right next to bind data file. Select the Filter for 'Data Filter mapped to UDV' and click Apply.
  3. Click on the proceed to testing Context Screen and Select Testing Context with Functional High Volume Cloud
  4. Execute the test and expect to see the Test data only for NJ 
Please Note:
  • In reality, we don't need to create a new Data Filter or clone the Run Definition. However, we suggest these steps to give you the chance to experience creating a UDV and a Data Filter and also to maintain a clear Learning History.
     


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