Mapping Form Blocks to Test Segments in a Batch

You can map form blocks to tests in a batch in the Mapping In Progress section.

1. Click View beside the batch in which you want to map form blocks. The Map Blocks - Batch window appears.

2. In the Mapping in Progress section of the new window, click Map beside a test in the list. The Map Test window appears with two sections, Map Content Form Blocks to Segments and Available Form Blocks. Map Content Form Blocks to Segments contains a table listing tests and the segments within each test (the segments being the entities that are listed as tests in the Publication module).

3. In the Map Content Form Blocks to Segments section, for each segment, make a selection from the dropdown list under the Form Options column.

   • Selecting the number of forms on the segment opens slots to which you can add forms.

   • The Empty option allows you to designate the segment as not having any forms. You may want to do this in a few special cases, for example, when TDS requires a segment before the initial test segment to load data for segment routing or other purposes.

   • The Merge option allows you to merge multiple form blocks, or parts of those blocks, into one or more configuration forms. After selecting Merge, follow these steps:

     1. Beside a segment, select Click to Edit Merge Parameters. The Edit Merged Form window appears.

     2. Optional: Edit the ID in the Custom ID field. This will be the name of the merged config form. You may want to edit the ID to use a client-specified identifier or another human-readable identifier.

     3. Make a selection from the Autogenerate dropdown list.

        • If you choose to autogenerate, the merge will result in multiple forms. This lets you quickly create form variants that contain some but not all of the same content. The algorithm type is set to fixed and more options appear.

        • If you choose not to autogenerate, the merge will result in a single form. Select the algorithm type, either fixed or adaptive.

     4. Make a selection from the Num Slots dropdown list. The selected number of form block slots appear in the Merged Form Slots section.

     5. If you set the form to autogenerate in step iii, make selections from the following dropdown lists:

        • Num Items: The total number of items that should exist in each resulting autogenerated form.

        • Total Forms: The final number of forms you want to result from the merge.

     6. Do either of the following:

        • From the Available Form Blocks section, drag and drop a form block into the slot in Merged Form Slots to which you want to assign it, and repeat as necessary.

          If you set the form to autogenerate, you can assign the same block more than once only after marking the Allow a form to be used in multiple filler slots? checkbox.

        • To move the blocks faster, click Auto Fill Slots to place all the available form blocks that will fit into the Merged Form Slots section. The blocks automatically sort from smallest to largest, based on how many items they contain.

     7. You can remove a block by dragging it back to the Available section. To reorder form blocks within a segment, drag and drop them.

     8. If you set the form to autogenerate in step iii, more columns appear in the Merged Form Slots section.

        • In the Slot Type column, select either Base or Filler.

        • If you selected Filler, then in the Filler Count column, select the number of items that will be used in this filler slot for each generated form.

     9. Click Save. The Edit Merged Form window closes and the Map Test window displays the results of the merge in the Map Content to Segments section. You can edit the merged form by selecting Click to Edit Merge Parameters again and repeating the steps above.

4. Optional: If you need to use a form on more than one segment, mark the Allow a form to be used on multiple segments? checkbox on the right side of the Available Form Blocks section. You cannot use a form more than once on a test without marking this checkbox.

5. If you are not selecting Merge for all segments, do the following for any segment that has a number of form blocks set for it:

   1. From the Available Form Blocks section in the Map Test window, drag and drop a form block into the segment slot to which you want to assign it, and repeat as necessary.

   2. Optional: To remove a form block from a segment slot, click Remove beside it. The form block returns to the Available Form Blocks section.

   3. Optional: To reorder form blocks within a segment, drag and drop them. This has no effect on the published test, but you may find it useful for organization.

   4. Optional: To edit a config form name, click Edit beside it. Edit the text and click OK. This is the name the form will have when it’s published to a configuration file.

6. Optional: In the Language column, clear the checkboxes for any languages you do not want included.

7. Optional: In the Cohort column, select a cohort for each form block that should be associated with one.

   • To add a new cohort, select Add New from the dropdown list and enter a name for the new cohort in the window that appears. Click OK.

8. Optional: To flag a form in the Map Test window due to an issue, hover over the content form name and click the Flag button that appears. In the pop-up, enter a comment explaining the issue and click Save. Flagging sends the form back to the Form Building status, where the issue may be addressed. The comment persists until a user opens and saves the form again.

9. Click Save. The Review Batch window appears, listing the segments and their mappings in a table on the left.

   Any segment slot that lacks mappings and has not been marked empty displays a red warning icon .

10. Optional: Enter a comment in the field on the right and click Add Comment. (You will also have to add a comment when you approve.)

11. To advance the batch to the next stage, click Approve and enter a comment in the pop-up, then click OK. The batch appears in the Pending Approval section and is ready for review by the IDM and the Configuration team, as described in Reviewing a Batch for Publication.

Clicking Revise instead of Approve sends the batch back to the Assignment In Progress section.

You can view the current state of the batch using the View button in the Pending Approval section.