Description

The G-Questionnaire Management Dashboard is used to view, create (author), and manage G-Questionnaires within a selected Project Version of a given Project. This article provides more information about the dashboard's tabs, buttons, icons, and options in each viewing mode.


How to Access the G-Questionnaire Management Dashboard

  • Select the Project within the Project Dashboard.



  • Expand the Self Serve Menu Options menu for a Project Version and select G-Questionnaire.


In This Article


Editing Modes Overview

  • Author Mode - Power user (Org Admin or Test Data Engineer) creating and editing (authoring) a G-Questionnaire Suite/Template. 
  • Tester Mode - Default mode for general users who are just beginning to use GenRocket.
  • "Under the Hood" Mode - Looks the same as Author mode with more limited functionality for general users.


G-Questionnaire Suites Pane

The G-Questionnaire Suites Pane is used to create and manage G-Questionnaire Suites for a Project Version of a given Project. Not all icons will be available to users in Tester Mode.


The following icons and buttons are available within the G-Questionnaire Suites Pane:


Icon/Button

Description

Filter G-Questionnaire Suites by keyword.
Create a new G-Questionnaire Suite. (Author Mode Only)
Edit a G-Questionnaire Suite. (Author Mode Only)
Preview the G-Questionnaire Template. (Author Mode Only) 
Copy an existing G-Questionnaire Suite to create a new suite. (Author Mode Only)
View a G-Questionnaire Suite Report.
Download an entire G-Questionnaire Suite to a user's local machine.
Lock and unlock a G-Questionnaire Suite. (Author Mode Only)
Delete a G-Questionnaire Suite from a Project Version. (Author Mode Only)


G-Questionnaire Cases Pane

The G-Questionnaire Cases Pane can be used to view and modify the default template and cases within a suite.


Author Mode


Tester Mode


The following icons and fields are available to users when viewing the G-Questionnaire Cases Pane:


Icon/Field

Descriptions

Filter Cases by keyword.
View a G-Questionnaire Case Report. 
Take a look "under the hood" and further customize the G-Questionnaire Case.
Copy the G-Questionnaire Template or a Case.
Download a G-Questionnaire Case to the user's local machine.
Lock or unlock a G-Questionnaire Case. When a G-Questionnaire Case is locked, other users cannot delete it.
Edit the G-Questionnaire Template Description.
Edit the G-Questionnaire Case Name and Description.
Delete a G-Questionnaire Case from the selected G-Questionnaire Suite.


G-Questionnaire Editor Pane

The G-Questionnaire Editor Pane appears differently in each editing mode (Author, Tester, and "Under the Hood"). The remaining sections of this article will go over the different options within the G-Questionnaire Editor Pane



Rules Tab

The Rules Tab can be used to add and manage G-Rules for a template or a case. 



The following icons and buttons are available within the Rules Tab:


Icon/Button

Description

Add a G-Rule to the G-Questionnaire Template or Case.
Remove multiple G-Rules from the G-Questionnaire Template or Case. 
Expand the G-Rules Tab. A larger pop-over will open for viewing the G-Rules Tab.
View the G-Rule Suite within the G-Rules Management Dashboard.
View a G-Rule Report.
Remove a G-Rule from G-Questionnaire Template or Case.


Queries Tab

The Queries Tab can be used to add and manage G-Queries for a template or a case.


The following icons and buttons are available within the Queries Tab:


Icon/Button

Description

Add a G-Query to the G-Questionnaire Template or Case.
Remove multiple G-Queries from the G-Questionnaire Template or Case.
Expand the G-Queries Tab. A larger pop-over will open for viewing the G-Queries Tab.
View the G-Query within the G-Queries Management Dashboard.
Remove a G-Query from a G-Questionnaire Template or Case. 


Domain and Attribute Tab

The Domain and Attribute Tab can be used to view Domains and Attributes within a tree view and view a preview of generated data for a selected Attribute.

Domains can be added to the template by dragging and dropping them into the Domain and Loop Count pane. Attributes within one or more Domains can be dragged and dropped into the Modify Attributes or Toggle Domain tabs.


Domains and Attributes highlighted in yellow have been added to the G-Questionnaire template. The checkboxes can be used to add or remove an Attribute within the Toggle Attributes tab. 



The following icons, buttons, and fields are available within the Domain and Attribute Tab:


Icon/Button/Field

Description

Filter Domains and Attributes by keyword.
Expand the Domain and Attribute Pane.
Clear the keyword within the Filter input field.
When unchecked, the Domain will appear within the Toggle Domain Tab. It is checked by default. (Author Mode Only(

Expand and Collapse Domains.
Add Domain to the G-Questionnaire. 
Jump to the Domain or Attribute.
Change the preview count within the Preview Pane.
Navigate between pages in the Preview Pane.


Domain and Loop Count Pane

The Domain and loopCount Pane can be used to add existing Domains within the Project Version to the G-Questionnaire Template (or Case) and change their loopCounts. The Filter input field can be used to filter Domains by a keyword.

 

The following icons and buttons are available within the Domain and Loop Count Tab:


Icon/Button

Description

Add a Domain to the Loop. This button can be used to add Domains using drop-down menus. (Author Mode Only)


Select multiple Domains using the checkboxes and delete them from the G-Questionnaire. (Author Mode Only

Expand the Domains and Loop Counts Pane. 
Modify the loopCount for a Domain.

Group edit for a Domain. View and modify all Attributes within a Domain added to the Domain and Loop Count pane. (Author Mode Only)

Rearrange Attributes for the Domain. A pop-up window will appear where users can click and drag to change the order of Attributes. (Author Mode Only)

Preview Attributes for the Domain. A Data Preview pop-up window will open, showing a preview of Attribute data for the Domain.

View and manage Domain Variables.

Remove a Domain from the G-Questionnaire Case. (Author Mode Only)



Modify Attribute Tab

The Modify Attribute Tab can be used to add existing or new Attributes to the G-Questionnaire Template (or Case). The Filter input field can be used to filter Attributes by a keyword. 



The following icons and buttons are available within the Modify Attribute Tab:


Icon/Button

Description

Add a Domain Attribute to the G-Questionnaire Template or Case. (Author Mode Only)

Select multiple Domain Attributes using the checkboxes and delete them from the G-Questionnaire. (Author Mode Only)

Expand the Modify Attribute Pane.
Add a new Domain Attribute to the G-Questionnaire Template or Case. (Author Mode Only)


Edit an Attribute.

Show Attribute references. 
Hide/Show the Attribute on the G-Questionnaire Preview. Attributes are shown by default. (Author Mode Only)
Remove an Attribute from the G-Questionnaire Template or Case. (Author Mode Only)



Toggle Domain Tab

The Toggle Domain Tab can be used to add Domains to toggle with a grEnable Attribute. Domains added here will also be added to the Domain and Loop Count Pane. The Filter input field can be used to filter items by a keyword.



The following icons and buttons are available within the Toggle Domain Tab:


Icon/Button

Description

Add a Domain to toggle using the grEnable Attribute. (Author Mode Only)

Select multiple Toggle Domains using the checkboxes and delete them from the G-Questionnaire. (Author Mode Only)

Expand the Toggle Domain Tab. 
Edit the grEnable Attribute for the Domain.

Show references to the grEnable Attribute. 
Hide/Show the grEnable Attribute within the G-Questionnaire Preview. The grEnable Attribute is hidden by default. 
Remove a Domain from the G-Questionnaire Template. (Author Mode Only)



Receiver Tab

The Receiver Tab can be used to manage assigned Receivers for a G-Questionnaire Template (or Case).



Select a Receiver to view and modify its Parameters and Property Keys.


The following icons and buttons are available when viewing Receivers for a G-Questionnaire. 


Icon/Button

Description

Add a new Receiver to the Domain.
Save changes made to a Receiver's Parameters.
Expand the Receiver Tab.
Add Receiver to the G-Questionnaire Cases.
Edit the Receiver's name.
Remove a Receiver from a G-Questionnaire Template or Case.
Change position of a Receiver within the Receiver Tab.
View information about an item.
Delete a Receiver from the Q-Questionnaire Domain.


Generator Tab

The Generator Tab can be used to manage Generators for a selected Attribute. Select an Attribute within the Manage Attributes Tab to view the assigned Generators and make changes. 



The following icons and buttons are available within the Generators Tab:


Icons/Buttons

Description

Save changes made to Generator Parameters.
Refresh the Preview of generated data.
Select a Generator to replace the currently assigned Generator.
Replace the currently assigned Generator with the selected Generator.
Add another Generator (link) to the Attribute.
Copy the selected Attribute's Generator to other Attributes using Simple or Pattern Copy.


To learn more about copying Generators, please see these articles:
Enter the name of a Generator to select and add to an Attribute.
Add the selected Generator to the Attribute.
View information about an item.
View a solutions video for a Generator.
Add/Edit the Alias for a Linked Generator.
Show Generator References.
Replace the Generator.
Change position of a Receiver within the Generators Tab.
Remove a Generator from the Attribute.


Preview Tab

The Preview Tab can be used to see a preview of the generated data for an Attribute.


G-Questionnaire Editor Pane - Tester Mode

The G-Questionnaire Editor Pane will appear differently in Tester Mode. Here, users can create and modify a G-Questionnaire Case before using it to generate test data.



The following fields, icons, and buttons are available when in Tester Mode: 


Field/Icon/Button

Description

Select one or more generated preview values for an Attribute.
Enter a Constant Value to be generated for an Attribute.
Save changes for G-Questionaire Case.
Cancel changes to G-Questionnaire Case.
Change the loopCount for a Domain.
View and manage the Domain Variables.
Sync Generator from the Template Case. This will revert any changes made and use the assigned Generator and its configuration.