Search

Creating Tests with Functionize

Welcome to Functionize, the platform that revolutionizes software testing through the power of Artificial Intelligence (AI). Functionize empowers you to create, execute, and analyze automated tests with unparalleled efficiency and reliability. Functionize simplifies complex testing workflows and provides deep insights into the performance of your applications.

This quick start guide is designed specifically for new users or those who have recently gained access to a Functionize account. It will walk you through the essential steps to run your very first test cases, allowing you to quickly experience the capabilities of the Functionize platform. By the end of this guide, you will be able to:

  • Log in to the Functionize platform,
  • Create or access a project,
  • Navigate to your project,
  • Create a test case using the Create Agent
  • Create a test case using Architect,
  • Run the tests you created,
  • Review the results of your test runs, and
  • Apply Smart Fix recommendations to fix issues.

Let's get started and explore the ease and effectiveness of AI-powered software testing with Functionize!

Prerequisites

Before you begin using the Functionize platform, please ensure that you have the following prerequisites in place:

1. Browser Requirements: Using the Functionize Architect requires Google Chrome. It is recommended to keep your Chrome browser updated to the latest version for optimal compatibility and performance. Other browsers can be used for accessing Functionize.

2. Account Setup: You must have a Functionize account with active credentials. You will receive an email to activate your account if one has been created for you.

Logging into Functionize

Now that you have confirmed the prerequisites are met, you can access the Functionize platform. Follow these steps to log in:

  1. Open your web browser: Launch Google Chrome, as we’ll be using Architect later on.
  2. Navigate to the Functionize platform: Go to the Functionize platform website at https://app.functionize.com.
  3. Enter your credentials: On the login page, enter your user ID and password.
  4. Log in: Click the "Submit” button or press the "Enter" key to log in.

If you successfully log in, you will be redirected to the Functionize Projects page. If you encounter issues logging in, such as incorrect credentials or an error message, double-check the user ID and password you entered. If you are certain your credentials are correct and still cannot log in, please use the Forgot Password link or Get Support button.

Creating and Viewing your Project

In Functionize, Projects allow you to keep test cases for different applications or environments separate and organized. This is particularly useful if you are testing multiple applications or working in a team where different members focus on specific features or capabilities.

At this point, you can either create a new project or view an existing project if someone else has created one. If this is your first time using Functionize, we recommend creating a new project in order to keep your experience parallel with this quick start guide.

Creating a New Project

  1. Click on the "New Project" button.
  2. Enter the project name – we’ll be using “FZE FTUE” in our examples.
  3. Enter the top-level domain for your project – we recommend using https://shop.fzedemo.com/ to be able to follow along with this guide.
  4. Enter the environment for testing – we’ll be using “demo-test” in our examples.
  5. Leave the HTTP Authentication checkbox empty.
  6. Click on the “Confirm” button.

This will create your project on the main Projects page. If your organization has already implemented Functionize, there may be other projects on this page. Let’s find yours!

Viewing a Project

  1. Use the “All Projects” dropdown to switch to “My Projects” or use the search bar to filter for the project you just created.
  2. Hover over your project to view the controls.
  3. Click “View Project” to open your project.

By navigating to your project, you've successfully set the context for your testing activities in the next steps. All subsequent actions you take within Functionize will now be within the scope of the selected project.

Creating Test Cases: Create Agent & Architect

Functionize has two ways of creating new test cases – the Create Agent or Architect. Each has their strengths, and using them both lets you optimize test creation accuracy and velocity. So what’s the difference?

The Functionize Create Agent is a generative AI agent that helps you create test cases with natural language. Simply provide test instructions that describe what actions you want the test to perform, and the Create Agent will run through it live and fill in the test steps. These tests can be tweaked as needed by regenerating with adjusted test instructions, using Live Debug, Quick Add, or Quick Select, or using Local Edit with Architect.

The Functionize Architect is a powerful Chrome extension that enables you to create your test cases directly from your browser. It captures your interactions with your application and intelligently translates them into test steps. These tests can be adjusted to better suit your needs using Live Debug, Quick Add, or Quick Select while viewing the test results, or with Local Edit to make changes with Architect.

With either method, Functionize uses the data you provide – your instructions with the Create Agent or your actions with Architect – to generate and execute your test case. This means you can create robust test cases without writing any code. Just choose the method that fits your preferences and the complexity of your test case, or combine methods to find your perfect workflow.

The following sections describe the steps for creating the same test case with the Create Agent and with Architect. We recommend doing both so that you can compare the experiences and start to figure out what combination will work best for you!

Note: the Create Agent is available as part of the Build package – if you don’t already have access and would like to check it out, get in touch with your Customer Success Manager or Sales Representative!!

Creating a Test Case with Create Agent

Creating a test case with the Create Agent is quick and easy – all you need is an idea of what you want to test!

  1. If you aren’t still logged in and viewing your project from the earlier steps, navigate there now:
    1. Log in with your user ID and password: https://app.functionize.com
    2. Find your project, using the filters if needed.
    3. Hover over your project then click View Project.
  2. Click the New Test button in the upper right corner.
  3. Click Create Agent in the drop-down menu.
  4. Complete the form that pops up:
    1. Provide your test instructions – we’ll be using the following:
Verify the homepage
Hover over All Departments
Go to the Power Tools page
Verify the Power Tools page
Click on the first item
Verify the item page
Add one item to cart
Verify the cart pane
Go to cart
Verify the cart page
  1. Provide a name for your test – we’ll be using FZE Create Agent Test.
  2. Supply a starting URL if it’s different from the project default – we recommend using https://shop.fzedemo.com to follow along with the guide.
  3. Check the box to confirm that you aren’t using any sensitive data in the test.
  4. Leave the rest of the settings as-is and click the Create button.

The Create Agent will now automatically start executing your test to fill in test steps for each instruction you provided. You can let it run in the background, or you can watch the magic happen by closing out of the confirmation popup and opening the test you just created. If the running test doesn’t automatically load, click the Watch Now button to see it live.

Creating a Test Case with Architect

Installing Functionize Architect

Before creating a test case with it, you’ll need to install Functionize Architect from the Chrome Web Store. If you haven’t installed the extension when you move to the next step, you’ll be prompted to do so.

  1. Navigate to the Functionize Architect page of the Chrome Web Store: https://chromewebstore.google.com/detail/functionize-architect/iojgmnipokofkeihgnlhmmmchpfchonk
  2. Click the Add to Chrome button.
  3. Review the permissions described in the prompt, then click Add extension.

Creating a Test Case with Architect

Now that Functionize Architect is installed, let’s create a test case!

  1. If you aren’t still logged in and viewing your project from the earlier steps, navigate there now:
    1. Log in with your user ID and password: https://app.functionize.com
    2. Find your project, using the filters if needed.
    3. Hover over your project then click View Project.
  2. Click the New Test button in the upper-right corner.
  3. Click Architect in the drop-down menu.
  4. Complete the form that pops up:
    1. Supply a starting URL – we recommend using https://shop.fzedemo.com to follow along with the guide.
    2. Check the box to confirm that you aren’t using any sensitive data in the test.
    3. Check the box to start recording automatically (optional).
    4. Leave the rest of the settings as-is and click the Start button.

You’ll now be taken to the starting URL with the Functionize Architect extension activated. Now let’s add some steps!

Adding steps to a test case follows a relatively simple pattern to achieve complex workflows – do something, verify something. Anytime you perform an action that changes the state of the application – such as navigating to a different webpage or submitting data – you’ll want to add verifications to ensure the change happened as expected before Functionize moves onto the next steps. You’ll see this do-verify pattern come to life as you follow this guide.

Note: If you didn’t start it automatically, you’ll need to click the red button to start the recording. You’ll be prompted to choose whether to delete cookies – for this guide we can leave them, but it’s something to be aware of as you design tests for your own application. Click the Delete All button to delete them or the Continue button to leave them be.

Once Architect is recording, add the actions and verifications from the table below to your test case.

Do Verify
1. (Automatic) Functionize performs page initialization to load the starting URL.

A. Click the button with the flag logo to activate the Verification tool.

B. Select an element on the webpage – the Functionize logo in the top left corner is a good one to start with.

C. Pick one or two more elements on the page to verify – our example is using the DEMO SITE icon and the menu bar of website sections.

2. Now let’s navigate to a section of the shop – we’ll use the Power Tools section for this guide:

  • Click the button with the cursor logo to activate the Hover tool.
  • Click the All Departments menu header so that the Hover tool knows which element to hover over during the test execution.
  • After the hover action is added, hover over All Departments and click the Power Tools section.

This will take you to the webpage for that section.

A. Click the Verification tool button to activate it (flag logo).

B. Select an element on the webpage – the Power Tools header would be a good choice.
3. Click the image or text for the item you want to view – we’ll use the bochy Cordless Brushed Circular Saw Tool in the Power Tools section for this guide. This will take you to the webpage for that item.

A. Click the Verification tool button to activate it (flag logo).

B. Select an element on the webpage – the breadcrumbs and item title are both good choices.
4. Click the Add to Cart button for the item you’re viewing. This will cause the Cart pane on the right side to open.

A. Click on the Verification tool button to activate it (flag logo).

B. Select an element on the webpage – aiming for the whole My Cart pane with the header and cart contents would work well, as would the View Cart button and Subtotal text.
5. Click the View Cart button in the My Cart pane. This will bring you to the My Cart webpage.

A. Click on the Verification tool button to activate it (flag logo).

B. Select an element on the webpage – the “My Cart” header, the item in the cart, and the “Checkout” buttons would all make sense.

6. Stop and save your test:

  • Click the red Record button to pause recording.
  • Click the Save button.
  • Add a Name to the field in the form.
  • Click Continue.

This will take you back to the Functionize platform.

7. Click the Save button to save the test case. The Notes, Folder, and Tags are optional.

  

With these steps, you have now successfully created a test case using the Functionize Architect.

Executing & Reviewing Your Test

In this section of the quick start guide, we’re going to walk through running a test for the first time, and fixing any errors or warnings that come up.

Executing a Test Case with Live Execution

Now that you have created tests using the Create Agent or Architect, it's time to see one in action. There are a few ways to execute tests, but for this guide we’ll be using Live Execution so that we can watch it run. Starting from your project page:

  1. Select the test you just created with Architect by clicking on its name or using the Actions dropdown and clicking Details.
  2. Click the Play button to expose the execution type dropdown, then click Live Execution.
  3. Once the page loads, click Watch Now to view the live execution of your test case.
  4. Sit back and watch as Functionize loads up your starting URL and walks through the steps in your test – don’t worry if it hits some warnings or errors, we’ll fix those next.

Reviewing your Test Results

Since we just watched the test execution run, we’re in the perfect spot to make some tweaks so that our test runs better next time. Your results may vary, so use the following bullets as guidance rather than steps:

  • Click on any step to jump to that spot in the execution.
  • For steps with a `!` icon – these steps hit a snag but Functionize was able to adapt. The Smart Fix feature has a change ready to apply:
    • Hover over the `!` icon then click More Info.
    • Review the Smart Fix recommendation.
    • Select the radio button for the fix you want to apply.
    • Click the Save button. The next run of your test case will use the updated step configuration.
  • [I’d like to add a third bullet about reviewing a run, any suggestions? My errors were mostly text mismatches because I had already added items to my cart.]

Once you’re done reviewing that first run, back out of the Live Execution page by clicking the `X` in the top right corner. You can get back in there anytime by using the View Results button. Run your test again to see your changes in action.

Success!

You just created, executed, and refined your first Functionize test cases – the first step on your journey to full-scale software test automation! Keep exploring our quick start guides, documentation, and training to learn how you can leverage Functionize to streamline and accelerate software testing in your organization.