Local Edit (formerly called Live Edit) allows you to update a test flow without re-recording the entire test. Using the Functionize Architect, you can modify test flows, update element selections, and add verifications directly at the step where a change is required.
Local Edit launches the application under test at the exact step that needs to be updated (if accessible without credentials at that point in the flow). Once edits are recorded, they can be inserted or used to replace actions in the existing test case.
Local Edit is accessible from both the Test Detail page and Slider View.
When to Use Local Edit
Local Edit is best suited for scenarios where multiple updates are required, such as:
- Flow changes that affect several consecutive steps.
- Validating multiple new elements.
- Interacting with multiple elements (click, toggle, drag, etc.).
- Updating data points across several elements.
- Adjusting for elements that changed size, location, text, or selectors.
Requirements
- Local Edit is available only on desktop browser tests (not mobile-only tests).
- Your test must be Approved for Learning to ensure ML data is captured for edits.
- Local Edit can only resume from steps that are accessible without requiring a login at that point in the flow. If login is required, you may need to re-execute from the beginning or provide stored credentials.
Best Practices
To ensure smooth editing:
- Supported Browser: Chrome only.
- Keep Chrome updated.
- Do not use Incognito Mode.
- Create a dedicated Chrome profile with no extensions other than Functionize Architect to avoid conflicts.
While recording edits:
- Always start Architect recording before interacting with the page.
- Wait for pages to fully load before beginning edits.
- Click in the center of elements.
- Click slowly, allowing each action to complete before proceeding.
Simple vs. Advanced Edit
Once edits are recorded, the Local Edit modal provides two options for incorporating them into your test:
Simple Edit
Use when making small, straightforward changes.
- Replace: Swap the current action with newly recorded action(s). If multiple actions were recorded, the original step is replaced and the new actions are inserted in sequence.
- Insert: Add new actions directly after the selected step without removing existing ones.
Advanced Edit
Use when more control is needed.
- Drag-and-drop interface to choose which recorded actions to include.
- Reorder actions as needed.
- Remove existing actions using the “x” button.
Starting Local Edit
From the Test Detail Page
- Open the test.
- Expand the action where you need to edit and click Local Edit.
- Click Start Edit. Architect will launch at the application under test.
- Start recording:
- You will be prompted about cookies and HTML5 storage.
- Typically, keep login cookies and leave other options unchanged, then click Continue.
- Perform the new actions in Architect.
- When finished, click Save.
- Functionize will process the actions and display the Local Edit Changes modal.
- Choose between Simple Edit (Replace/Insert) or Advanced Edit.
- Confirm and click Save.
- A banner notification confirms the test has been updated.
Note: Newly added or replaced actions will not show Pass/Fail status until the test is executed again. The test must be executed again for new actions to have a Pass/Fail status.
From Slider View
- Open Slider View from the Test Detail page by clicking View Results or any View button.
- Select the action in the left sidebar where you want to edit.
- Choose one of the following:
- Click the Local Edit button.
- OR click the gear icon → Action Settings → Local Edit.
- Continue with the same steps as with the Test Detail Page (record edits, save, choose Simple or Advanced).
Summary
Local Edit streamlines test maintenance by letting you record updates exactly where they are needed, without rebuilding the entire flow. With Simple Edit for quick fixes and Advanced Edit for complex changes, Local Edit provides flexibility and efficiency for maintaining robust automated tests.