Creating and Editing a Recordset

In Certify, recordsets are files that contain data values used in data-driven testing. Using recordsets during process execution allows you to use the same process to input or verify different data. As the certification process moves through the critical business processes, the data values change to reflect the varying state of the underlying application data.

In order to create a recordset, you will need to have a layout. For information on layouts, see Creating Layouts Manually.

When a recordset is being edited, a lock is created. When a recordset is locked, process execution fails.

To create or edit a recordset:

1. In the Navigation pane, click Data.

The Data window opens.

2. In the Layouts Summary pane, select a layout.
3. In the Details pane, click the Recordsets tab.
4. If you are creating a new recordset, right-click in the tab and select New Recordset.

If you are editing a recordset, right-click on a recordset and select Edit.

The Recordset Editor opens.

5. In the Name field, enter or edit a recordset name.

   Recordset names can have a maximum of 100 characters. Special characters and numbers can be used in recordset names.

6. In the Description field, enter or edit a description to identify the recordset.

   Recordset descriptions can have a maximum of 1024 characters. Special characters and numbers can be used in recordset names.

7. If you want to enable editing during execution, select the Is Execution Editable option.
8. In the Records field, click next to the asterisk (*).
9. Enter values that you want your process to place in your application to test. You also can import data values by clicking the Import button. For more information, see Importing Data Values and Adding Them to a Recordset.
10.     Note:  If you enter a skip (^) character in the initial value, then it will indicate that no value is used for the step, and the step is marked as skipped during execution.

10. If you are editing values, use the Records right-click menu to copy, paste, or delete values. Use the arrow buttons to rearrange the order of your values.
11. Click OK.

The data is validated and saved.

If a user enters incorrect data, the recordset will not save, and the editor remains open. The incorrect data is highlighted. Place your mouse over the highlighted area to see a tip on how to correct your data. You must fix the data before the recordset can be saved.

Deleting Recordsets

When you delete a recordset, you are removing the data associated with an existing layout. You cannot delete a recordset that is used by any process in the opened project. To determine if a recordset is in use, right-click on a recordset and select Process Usage. For more information, see Viewing Process Usage.

To delete a recordset:

1. In the Navigation pane, click Data.

   The Data window opens.

2. In the Layouts Summary pane, select a layout.
3. In the Details pane, click the Recordsets tab.

4. Right-click on the recordset that you want to remove and select Delete.

   The Confirm Delete dialog opens.

5. Click OK.

   The recordset is deleted.

 

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