Create, Enable, Move or Copy Project Environment

Create/Enable a New Project Environment

At the Project Level, a user can enable and/or create project environments to execute tests in different contexts. Please follow these steps to enable and/or create project environments:

  1. Select the Project
  2. Click on the Project Actions hamburger menu
  3. Select Edit Project from the drop-down menu


  4. From the Edit Project window, select the Project Environments tab

  5. Activate the Live, Staging and/or Development environments by adding the corresponding URL for each environment
  6. Add a New Environment by clicking on Add New Environment button and entering its label and corresponding URL
  7. Click Confirm
  8. The activated environment(s) will now show in the upper left-hand corner of the Functionize dashboard.

 

Move Site Environment

To move a test case (or multiple test cases) to a different Project Environment, please see the steps below:

  1. Select test case(s) checkbox

  2. Click Bulk Actions >> Move


  3. By default, the current project will be displayed in the Select Project field, and a user can choose to move the test case to another project

  4. Select Folder field choose the folder to which the test will be moved, or keep All as the default selection, which will not place the test into any folder
  5. Select the Project Environment from the menu to which you want to move the test case
    NOTE: Only the active environments will be available in the drop-down menu. If the test case has a URL connected to one environment and that test is moved to another active environment, the URL will update automatically.
  6. Click Submit

 

Copy Site Environment

To copy a test case (or multiple test cases) to a different Project Environment, please see the steps below:

  1. Select test case(s) checkbox

  2. Click Bulk Actions >> Copy


  3. By default, the current project will be displayed in the Select Project field, and a user can choose to move the test case to another project

  4. Select Folder field choose the folder to which the test will be moved, or keep Select Folder as the default selection, which will not place the test into any folder
  5. Select Environment field choose from the menu to which you want to move the test case
    NOTE: Only the active environments will be available in the drop-down menu. If the test case has a URL connected to one environment and that test is moved to another active environment, the URL will update automatically.
  6. Check the Keep Test Settings checkbox, to keep all test settings in the current test case after the copy has been completed
  7. The Replace URL feature instructs the test to use the To URL instead of the From URL when copying the test case and this is particularly useful, as it eliminates the need for the user to revisit the test and manually edit the URL
    • From URL: The original URL used in the test case when it was recorded
    • To URL: The new URL to use when the test executes in the new environment
  8. Click Submit