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:

Steps to Create/Enable a New Project Environment

1. Select the Project:

   • Navigate to the desired project within Functionize.

2. Access Project Actions:

   • Click on the Project Actions hamburger menu (three lines).

3. Edit Project:

   • Select Edit Project from the drop-down menu.
     

4. Project Environments Tab:

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

5. Activate Environments:

   • Activate the Live, Staging, and/or Development environments by adding the corresponding URL for each environment.

6. Add a New Environment:

   • Click on the Add New Environment button.
   • Enter the label and corresponding URL for the new environment.

7. Confirm:

   • Click Confirm to save the changes.
   • 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, follow these steps:

1. Select Test Case(s):

   • Check the checkbox next to the test case(s) you want to move.

2. Bulk Actions:

   • Click on Bulk Actions >> Move.
     

3. Select Project:

   • By default, the current project will be displayed in the Select Project field. You can choose to move the test case to another project if needed.
     

4. Select Folder:

   • 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 Project Environment:

   • 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. Submit:

   • Click Submit to finalize the move.

Copy Site Environment

To copy a test case (or multiple test cases) to a different Project Environment, follow these steps:

1. Select Test Case(s):

   • Check the checkbox next to the test case(s) you want to copy.

2. Bulk Actions:

   • Click on Bulk Actions >> Copy.
     

3. Select Project:

   • By default, the current project will be displayed in the Select Project field. You can choose to move the test case to another project if needed.
     

4. Select Folder:

   • 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:

   • Choose from the menu to which you want to copy 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 copied to another active environment, the URL will update automatically.

6. Keep Test Settings:

   • Check the Keep Test Settings checkbox to keep all test settings in the current test case after the copy has been completed.

7. Replace URL:

   • The Replace URL feature instructs the test to use the To URL instead of the From URL when copying the test case. 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. Submit:

   • Click Submit to finalize the copy.

By following these steps, users can efficiently manage project environments in Functionize, ensuring that tests can be executed in different contexts with appropriate URLs and settings.