Local Edit

Local Edit Overview

Local Edit, formerly called Live Edit, allows you to use the Functionize Architect to make changes in test flows, element selections, and verifications without re-recording the entire test. Local Edit brings the user back to the application under test at the exact step that needs to be updated, if the webpage is directly accessible, without credentials, at that point in the test flow. After making the required actions on the site under test, the new steps can be added into the main test flow. Local Edit is accessible from both the Test Detail page and Slider View.

Scenarios where Local Edit can be used:

  • When there is multiple step changes in the site or change in the flow of the test
  • Multiple elements need to be validated as part of the test requirements
  • Multiple new elements have to be interacted with in some way (click, toggle, drag, etc.)
  • Updating the data points on multiple elements
  • Multiple elements have changed size, location, text, and selectors, preventing Functionize from locating during test execution

Best Practices

  • Chrome is the only supported browser

  • Chrome must be updated

  • Chrome Incognito mode cannot be used

  • We suggest creating a new Chrome user that has no other extension installed to help avoid potential interactions with the Functionize Architect extensions

  • When editing:

    • Make sure to start the Architect recording

    • Wait for pages to fully load before beginning the edits

    • Click in the center of elements

    • Click slowly, waiting 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
    If adding a single click or verification and that is the only action recorded, 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 recorded, if more than one action was recorded, 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 any existing actions, all newly recorded actions will in added to the test case directly after the action where Local Edit was performed

  2. Advanced Edit
    • The Advanced tab offers a drag and drop interface that allows you to select one or more of the new actions recorded 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 next to any action

Perform Local Edit via Test Detail Page

  1. Open a test

  2. Expand the action where you need to edit the test flow and click Local Edit

  3. Click Start Edit

  4. Architect will launch to the site under test and then 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 (i.e., keep the login cookies) but delete other cookies that would allow the correct experience to be delivered. Some sites use HTML5 storage, and if needed, the HTML5 storage can be cleared or not cleared here as well.  In most instances, you will not delete or clear anything, and just click the Continue button.

  6. Architect will record new actions and when finished recording, click Save

  7. Functionize will process the new recorded action(s) and open the Local Edit Changes modal where you will add the new actions to your test, choose between Simple and Advanced
    See Simple vs Advanced above.

  8. Simple:
    • Select Replace Actions or Insert Actions
      • Replace Actions: The original action will be replaced by the new action(s) 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

      • Insert Actions: The newly recorded action(s) 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:

    • Drag actions from the left panel, action(s) recorded during the Local Edit session, and drop them into the right panel, the existing test actions


    • Rearrange the action(s) order as needed

  10. Click Save and a banner notification will confirm the test has been 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. Open Slider View by clicking the View Results button or any View button to the right of any test action on the Test Details page
  2. Select the action from the sidebar panel on the left of the page where you need to edit the test flow
  3. Open the Step Actions menu and select Local Edit


  4. Click the gear icon to open the Action Settings and click Local Edit

  5. The rest of the steps are the same as from using Local Edit from the Test Details page above