Local Edit

Local Edit (formerly called Live Edit) allows you to use the Architect to make changes in test workflows, element selections, and verifications without remodeling. Local Edit brings the user back to the application under test at the exact step that needs to be updated (if the site is accessible at that point in the workflow). After making the required actions on the site under test, the new steps can be added into the main test workflow. Local Edit is accessible from both the Test Detail page and Slider View.

Scenarios where Local Edit can be used:

1. When there is a small change in the site or change in the workflow of the test case.
2. A new element needs to be validated as part of the test requirements
3. A new element has to be interacted with in some way (click, toggle, drag, etc.)
4. Updating the data points on an element
5. An element has changed size, location, text, and selectors, preventing Functionize from locating it at test execution

Best Practices

1. Chrome is the only supported browser.

2. Chrome must be updated.

3. Incognito mode cannot be used.

4. We suggest creating a new chrome user that has no other plugins installed to help avoid potential interactions.

5. When editing:

   1. Make sure to start the Architect recording

   2. Wait for pages to fully load before beginning the edits

   3. Click in the center of elements

   4. Wait for each action to fully complete

Simple vs. Advanced 

Functionize offers various options for Local Edit to make editing your test quick and easy. In the instructions below, note that once the new Actions have been recorded in Architect, the Local Edit modal has two tabs: Simple and Advanced.

1. Simple Edit
   1. If adding a single click or verification and that is the only action made, the user can select the Action buttons on the right to Replace or Insert actions. Functionize will automatically step the page initialization action. When using the Simple tab, ensure the actions on the right are correct and no additional, unneeded actions are included.
       -Replace: Replacing an action removes the current action and replaces it with the new action that was architected. If more than one action was architected, a single action will be removed and multiple new actions will be added to the test case.
       -Insert: Inserting new actions will not delete or adjust ant existing actions. All newly architected actions will in added to the test case directly after the action where Local Edit was performed.
2. Advanced Edit
   1. The Advanced tab offers a drag and drop interface that allows you to select one or more of the new Actions architected to be included in the test case. The actions created during the Local Edit are on the left-hand side of the screen, while every action currently included in the test case is on the right-hand side. The new actions can be placed into the test case in any order. Actions that are already included in the test case can be deleted by using the 'x' button for any action.

Perform Local Edit via Test Detail Page

1. Open your Test.

2. Expand the Action where you need to edit the workflow. Click Local Edit.
   
   

3. Click Start Edit.
   
   

4. Architect will launch to the site under test. Click the Record button.
   

5. As with a new test, you will be prompted about cookies and HTML5 Storage. For example, you may want to remain logged in (keep the login cookies) but delete other cookies that will allow the correct experience to be delivered. Some sites use HTML5 storage and if needed, the HTML5 storage can be cleared here as well.
   

6. Architect will record your Actions as usual. When you have finished recording, click Save.
   
   

7. Functionize will process your Actions and open the Local Edit modal where you will add the sequence to your test. Choose between Simple and Advanced. See Simple vs Advanced above.
8. Simple:
   1. Select Replace Actions or Insert Actions.
      1. Replace Actions: The original Action will be replaced by the new Action such as clicking a different link or selecting a new element. If multiple Actions were added, they will be inserted in order following the replaced Action.
         
         
      2. Insert Actions: The newly recorded Action will be placed into the test case after the original Action. If multiple Actions were added, they will be inserted together as a group following the original Action.
         
         

9. Advanced:

   1. Drag actions from the left panel - Actions recorded during the Local Edit session - and Drop them into the right panel - the existing test case.

      
      
   2. Rearrange the Action order as needed.
      
      
10. Click Save. A banner notification will confirm the test is updated.
11. As with other test edits, the new Actions will not display a pass or fail status until the test has been run again.
    

Perform Local Edit via Slider View

1. Select the Action where you need to edit the workflow.
   1. Open the Actions Menu. Select Local Edit. OR
      
   2. Click the gear icon to open the Action Settings. Click Local Edit.