Creating Processes

Certify processes are tests that you want to perform against your application. When you define a process in Certify, the components of the process should describe the how and what you are trying to validate.

Processes consist of a series of individual steps where a step performs a particular action against an object. When defining processes, you select the objects and actions to show the sequence of how your application operates.

Process Editor

You will create processes with the Process Editor. You are able to access the Process Editor in the Processes window by:

Right-clicking in the Summary pane and selecting New Process
Clicking the New Process button in the toolbar

To create processes:

In the Navigation pane, click Processes.

The Processes window opens.
In the toolbar, select File > Open Project to open the project where you want the new process to reside. You must have created a project before you can create a process.

The Open Project dialog appears.
Select a project and click OK.

The project appears in the Processes Navigation tree.
Click the New Process button in the toolbar.

The Process Editor opens.
In the Process Details tab, enter a name for the process in the Name text field.

When choosing a name for your process, use a naming convention that ensures that your processes are easy to locate. Processes in Certify are sorted alphabetically, but they can be filtered. As a recommended best practice, start your process names with the window name, followed by the object, and then the action to perform.
In the Description text field, enter a process description.
Note: Press the <Tab> key to move to the next field.
Click the Save Process button to save the process.

You will now want to add steps to your process. For more information, see Adding Steps to Processes.

Deleting Processes

If a process is being used by other processes, you will not be able to delete a process.

To delete a process:

In the Navigation pane, click Processes.

The Processes window appears.
In the Processes Summary pane, right-click on a process and select Delete, or select a process and click the Delete button.

The Confirm Delete dialog appears.
Click Yes.

The process is deleted.