Getting Started with Certify Processes

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 Components

The process components that describe the step-by-step workflow of a critical business process include the following:

Component

Description

Application

Executable, module, or component of the application under test

Context

Screen, window, or page in the application

Object

Field or control to be acted upon

Action

Action for the object

Example: Input, Verify, Store, etc.

Data

Value(s) to call or to validate a rule

Identifying Processes

The key to successfully testing your application is to identify all of the critical business processes. Each of the identified processes has a set of steps that describes how the process should be executed. In many cases, a critical business process could be made up of several smaller processes that focus on functional areas or navigation. When combined, these supporting processes address the business requirement that must be met.

The actual number of processes in which you need to create will be based on the size and complexity of your application. To assist in identifying the processes that you will need to create for your application, you might want to use the following methods:

  • Determine how many processes are needed to thoroughly cover each type of feature or function.
  • Determine if you are able to share processes for efficiency.
  • Verify that each process covers a business function or feature.
  • Organize your identified processes by business functions.

Naming Processes

When choosing a name for your process, use a naming convention that ensures that your processes are easy to locate. Certify processes 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.

Processes Workflow

Creating processes can be as simple as creating a series of steps that define how you will need to test your application, or they can be more complex by adding and defining variables and recordsets. Here is a typical process creation workflow:

  1. Create a new process.
  2. Add steps to the process.
  3. Add variables to process steps.
  4. Create a data layout to add to the process.
  5. Add recordsets to the process.
  6. Set Pass and Fail conditions for process execution.

The Getting Started section provides a high-level description on how to understand and create Certify processes. For detailed procedures, see the How To section.

 

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