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Author Topic: Filtering on Document Generation by keywords  (Read 3533 times)

mleppala

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Filtering on Document Generation by keywords
« on: January 09, 2019, 10:20:21 am »
Hello all,
I am no expert on EA and I have been using EA for around two years but my use is toenter in information and generate our documents. I have done a few scripts to help with entering in the data from a file or go through all the package and change some words and such. This week I was given a task to find a way that we could filter our software test description document based on one or more value in the keywords field when the document is generated.  The filtering must be done at the time of generation.

For a test case the keyword may contain nothing, a single value or multiple value separated by a comma.  The test cases that have nothing in the keyword field will always be generated. The values in the keywords field represents different platforms. As an example, a test case a test case might have FMM in the keywords field, another test case could have a keyword of TMV, another one could have multiple keywords like FMM, ATV, and another might have the keywords field blank.

My boss wants to be able to generate the entire document (keywords value is blank) and the test cases of the filtered value(s) for the keywords, e.g. I want to generate the entire document that contains a keyword of FMM and/or ATV, which should produce all test case without a keyword and the test cases that contain FMM and/or ATV.

The other thing is that the documents are generated through a master document layout package. What I have discovered is the master document layout package does not contain the Element Filter or the Other Filter options on the Generate Documentation window as it done with a normal package.

Can this be done?

I hope that I have made it clear enough to understand what I am need help with but if not please do not hesitate to ask me. Please accept my thanks for any help that anyone can provide.

Sunshine

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Re: Filtering on Document Generation by keywords
« Reply #1 on: January 09, 2019, 12:08:53 pm »
Look at the element filters on Generate Documentation dialog.
You can access that via Publish Tab>Documentation
Select Element Filters
Click Required radio button
Click on add filter button
On keyword row. Tick Add Filter and Required tick boxes and select "One of" condition. Add the values in the values column.
Happy to help
:)

mleppala

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Re: Filtering on Document Generation by keywords
« Reply #2 on: January 10, 2019, 12:25:57 am »
Sunshine,
Thank you for your reply.


The master document stereotype package does not have an element filters option. Below I have screenshots that I hope that you understand a little more. I am not sure this is a normal way of generating a document or not but this is our process of doing it.


Here is a screenshot snippet of where the all the document is maintained in EA.



Here is a screenshot snippet of the master document package.



We generate the document with the selection of the <master document> Viewer Software Test Description and this is what I get for the Generate Documentation windows.



The only filter options available is through Options.




Could an exclude query from the Options to get the same results? If so, how would it get written?
« Last Edit: January 10, 2019, 12:32:34 am by mleppala »

Sunshine

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Re: Filtering on Document Generation by keywords
« Reply #3 on: January 10, 2019, 06:44:30 am »
Yes if you use master document the you don't get those filter options. You do if its not a master document package though.
So if you use master document you'll need to access the filters by opening each of the doc templates and accessing the filters that way.
If that doesn't do the filtering you want then the other option is to write SQL in document fragments and include those within your document template.
Happy to help
:)