For the complete documentation index, see llms.txt. This page is also available as Markdown.
Creating a Data View Linked to a Multiple Data Views
Sometimes, we need to join a data view to another data view that is not the coverage set, or to multiple data views. To set up the 'accounts' data block data view, we need to link to both the coverage set data view and the customers data view. This can be done manually, by editing the data view, or it can be done from the data views main page
Manually Linking Two Data Views
Start by creating a new data view for the accounts data block and creating a link to the coverage set data view on the 'account_type' field. In this case, we need to make sure that we are picking an account type that matches the coverage set criteria, and is matched to a specific customer ID from the customer data view. Click the plus (+) sign in the lower pane to open a new critiera window. Select 'customer_id' from the field list on the left, then start to type in the name of the customer_view on the right and select the data view when the name pops up. Click on the 'customer_id' field in the list to add it to the condition, and click 'Save' to save the critieria.
LInking to a data view that is not the coverage set data view
For the account selection, we have created a total of three conditions. The conditions are
and this will link an account that has a matching customer type and enrollments to an account that is from a selected customer, with the right account type and a balance that is greater than the payment amount in the test case.
Completed 'account_view' criteria
Click the 'Save' button to save the data view.
Linking from the Data Views Page
On the data views page, check the box to the left of the two views you want to link. Once you check a box on the left, four icons will appear in the upper right corner of the views page. The far right icon (two arrows pointing at each other) is the 'link data views'.
Click this icon to initiate the linking process.
Linking data views
Once you click the icon, a hierarchy window will pop up with the selected views.
Data view hierarchy window
Drag the secondary view (accounts) down and below the primary view (customers) so that the hierarchy is displayed, and then click the 'generate criteria' button.
Data view hierarchy defined
A green confirmation message will pop up when the views are linked. TDO will automatically look for a common field name between the two data views and link them. The completed link is shown below. (added link is the bottom link in the list)
