Test Data Management (TDM) - Data Source Creation

Data Source Creation Overview

You can create a data source for your data-driven testing in multiple ways. Testers can upload existing data files/sources or build a data source template based on a Functionize automated test case.

How to Add a New Data Source in the TDM Tab

  1. Navigate to the TDM Tab
    • Select the TDM tab from the navigation menu.
    • A list of previous Data Sources will appear once the page loads.
  2. Add a New Data Source
    • Click the "Add New Data Source" button.
  3. Fill in Data Source Details
    • In the "Add New Data Source" pop-up window, enter the following:
      • Data Source Name: Enter a name for the data source.
      • Type: Choose the type of file (CSV, DB, Excel, JSON, or Google Sheet).
      • File: Click the "File" button to select and upload the file.
      • Members: Select members from the list who can edit the TDM dataset by adding their names.

    • Click the "Submit" button.

Optional Steps in Data Source Files

  • Suppress a Step: Indicated as [suppress], the step will not run at all.
  • Mark a Step as Optional: Indicated as [optional], the step will attempt to perform the action but will not trigger a failure if it cannot be completed.

How to Connect a Database Table when Adding a Data Source

  1. Select Type = DB
    • In the "Add New Data Source" pop-up window, select "Type = DB".
  2. Complete DB Data Source Details
    • Name: Enter the name of the Data Source.
    • Server IP: Provide the IP address of your database.
    • Server Port: Enter the port associated with the database IP address.
    • Server Type: Currently, MySQL is supported out-of-the-box. Other DB types can be supported with additional setup.
    • DB Name: Specify the database to connect to for the Data Source.
    • Credentials: Enter the username and password to connect to the database.
    • Query: Provide the data selection query statement (table, column, etc.).
    • Members: Select the members from the list who can edit the TDM dataset.
    • Click the "Submit" button.

Data Source Actions

  • Edit: Click the "Edit" button to modify the data source details.

  • Download Current Data Source File: Download the current data source file.
  • Change and Upload New File: Edit the name of the data source, upload a new file, or select members who can access the data source.
  • Members: Add or edit members who can access the TDM dataset.
    • Note: Only Owners, Project Admins, Team Admins, and Site Admins can edit the Data Source or its members.
  • Testcases: View the test cases mapped to the Data Source.
  • Download: Download the current or original data source file.
  • Delete: Confirm deletion if the data source is mapped to any tests.
  • Overload Files: Upload multiple files to the TDM.

  • Encrypt: Encrypt the value of any column in the Data Source.
    • Note: Encrypting a value in a Data Source is a permanent change.


Create a Data Source for Auto Mapping

Functionize provides a template to create data sources specifically for Auto Mapping to your automated test.

  • Download TDM Sample
    • From the Test Details page of your test case, click the "TDM Sample Download" button.
    • Choose between:
      • Download Template: Download CSV, XLS, and JSON options for all actions in the template.
      • Download Selected Template: Download specific actions selected for parameterization.

  • Download Selecte Template
    • Use the top checkbox to select all actions or select actions individually.
    • Click the CSV, XLS, or JSON label to download a file named TestDataSource with columns corresponding to the selected actions.
  • Once Action(s) are selected, the Tester can click the CSV, XLS, or JSON label,  a .csv, .xlsx or .json file named TestDataSource containing all (or selected test Actions) will download, the columns will correspond to the Actions in the test that were selected to be mapped
    Note: Do not change the column names or the Data Source will not auto-map.


  • Add Data Rows
      • Add data rows as needed in the provided columns
        Note: If a column has a blank value, the attribute mapped will be set to "blank". Some examples would be adding multiple URLs, emails, or names (or whatever the data may be for a particular test case). Mapping a column is optional and can be skipped entirely.
        Note: When all data is entered in the file, save it. Remember to save the file in one of the accepted formats: CSV, Excel, DB, or JSON. The name of the file itself will not affect Mapping.

By following these steps, you can efficiently create and manage data sources for your testing needs, ensuring high-quality, relevant, and accessible data.