Navigating the Certify Process Editor

You can do the following tasks in the Process Editor:

Create new processes
Edit existing processes
Run processes
Edit recordsets within processes
Debug processes

Accessing the Process Editor

You can access the Process Editor in the Processes window by:

Right-clicking in the Summary pane and selecting New Process
Right-clicking on an existing process in the Summary pane and selecting Edit
Double-clicking on an existing process
Clicking the New Process button in the toolbar
Selecting an existing process in the Summary pane and clicking the Edit button

Menu Options

You can do the following tasks with the Process Editor menu options.

File Menu

Option	Description
New	Create a new process.
Open	Open an existing process.
Save	Save the process.
Save As	Save the process with a new name.
Close	Close the Process Editor.

Edit Menu

Option	Description
Comment	Add a comment if you want to skip a step during execution. When Comment is enabled, a step is italicized and highlighted in blue.
Find	Display the Find feature.
Find/Replace	Find specific data and replace it.
Refresh	Refresh the Process Editor.
Copy	Copy the selected step to the Clipboard.
Cut	Remove the selected step and place it in the Clipboard.
Paste	Paste the copy or cut step beneath the selected step.
Delete	Delete the selected step from the process.

View Menu

Option	Description
Collapse Children	Collapse all children of the selected node in the Navigation tree.
Expand Children	Expand all children of the selected node in the Navigation tree.

Action Menu

Option	Description
Run Root Process	Execute the selected process.
Execute Step	Runs execution on the selected steps without the Execution dialog appearing. If you have selected several steps, then you will not be able to run execution manually.
Execute Step with Dialog	Runs execution on the selected steps, and the Execution dialog s. If you have selected several steps, then you will be able to manually execute these steps by using the Step button in the Execution dialog.

Debug Menu

Option	Description
Run	Start the debug process from the selected step in the process. The debugging stops when it hits a breakpoint or the end of the process. Also, when an Execute Process step is encountered, the debugging stops if the current process contains unsaved changes.
Run from 1st Step	Start the debug process from the first step of a process.
Step	Start the debugging for just the selected step. If no steps are selected, the first step of the process is debugged.
Step Over	When used in an Execute Process step, the process and sub-processes defined in the Execute Process step are executed, and then the execution stops at the next step.
Step Out	Execute all the steps in the process and sub-processes and stop at the parent process.
Skip	Trigger skipping a selected step from the debugging session.
Skip Out	During execution, skip all the steps in the process, including sub-processes, and stop at the parent process.
Pause	Pause the debug session.
Reset	Reset the process to the original state. Variables, recordsets, XF definitions, breakpoints, and updated debugging settings are reset to their original state.
Settings	The Settings button allows you to set the following options: Stop/Pause on Failure - Stop or pause the execution when your process encounters a failure. Fail Threshold - Set the number of failures that can happen before the Stop/Pause on Failure feature stops process execution. Step Delay - Resolves timing issues when testing the application. Enter the number of seconds that you want to delay between each step of your execution or access the default of 0 seconds.

Tools Menu

Menu Option	Option	Option	Description
Data Formats			Change the default data type used for date and numbers. For more information, see Understanding Data Type Formats.
Configuration	Certify	Colors	Select custom background colors for specific Certify process steps. For more information, see Setting Background Colors for Certify Process Steps.
	Integrations	Microfocus ALM	Configure your settings for Micro Focus ALM/Quality Center integration. For more information, see Configuring Certify and ALM/Quality Center Integration.
	Interfaces	Connect to Mac	Connect to a saved Mac configuration. You must configure the connection with the Mac Settings option.
		Image Objects	Allows you to define certain types of graphical objects that can not be discovered using Certify LiveTouch or an interface Learn tool because there is no underlying object to discover.
		Mac Settings	Configure your Mac interface to connect to a remote Mac. To add a new connection click the Add + button, and provide the following information: Connection name Remote Mac name or IP address Log on user name and password Description Click the Test button to validate the configuration. Click the Apply or Save buttons to save the current configurations. To remove an existing configuration, select the configuration from the Saved Configurations drop-down list, and click the Remove - button.
		Mainframe-LT	Configure the Mainframe LT interface.
		Mobile	Opens the Configuration Setup. You will need to specify which provider that you intend to use and the information to access it. For more information, see Getting Started with Certify Mobile Learn.
		NetUI	Configure the NetUI interface.
		PRIMO	Configure the PRIMO interface.
	Web	Auto Detect Rules Editor	Set rules that will automatically specify which Web configurations and definitions to use when a page is learned or captured.
		Configuration	Opens the Configuration Manager. The Configuration Manager allows you to create rules for the way a page is learned. These configurations are stored directly to the Certify database. For more information, see Creating a New Learn Configuration with the Configuration Manager.
		Options	Opens the Certify Web Interface Options tool that allows you to configure default web interface execution engine, learn configurations, and eXtensibility Framework (XF) class definitions. For more information about the Certify Web Interface Options tool and XF definitions, see Configure Certify Web Interface Options.

SAP Menu

These menu options are for SAP Solution Manager integration. For more information, see the Worksoft Certify Integration with SAP Solution Manager User Guide.

Help Menu

Opens the Worksoft Help Portal.

Toolbar Buttons

Listed below are the Processes window toolbar buttons:

Button	Name
	New Process
	Open Process
	Save
	Save Process As
	Cut
	Copy
	Paste
	Delete
	Find
	Comment
	Refresh Process
	Run Root Process

Navigation Pane

The Navigation tree displays the following of the selected process:

Application version and window
Child processes
Steps

Menu Options

Use the right-click menu to do the following tasks in the Navigation pane:

Menu Option	Description
New Step	Open the Steps tab in order for you to add a new step to the process.
Collapse Children	Collapse all children processes and steps of the selected item.
Expand Children	Expand all children processes and steps of the selected item.
Find	Search for an item in the Navigation tree.
Run Selected Process	Execute the selected process.
Process Usage	Show the processes that include the selected process in the open project.
Comment	Add a comment step to the process.
Delete	Delete a process or step in the selected process.

Summary Pane Tabs

In the Summary pane, you can create new processes and edit existing processes. The Summary pane consists of the following tabs:

Tab	Description
Process Details	Create a new process and edit existing processes. In this tab, you will add the following information: Process Name Process Description Associated Layouts Associated Recordsets Recordset Mode Process Folder Name (read-only) Project Name (read-only) Execution Flow Rules
Steps	Add and display the individual steps in the selected process. For each step, you will select a value for each option: Application version Component action Window Object The Steps tab contains the following tabs where you will set the following information for an individual step: Parameters -Define parameter values for the step. On True/On False - Define how to handle pass and fail conditions when running the process. Linked Requirements - Link existing requirements to process steps. For information about the Steps tab keyboard shortcuts, see Process Editor Keyboard Shortcuts for the Steps Tab.
Recordset	Add data values for variables that are in the specified layout with this process or child process.
Attributes	Add the attributes associated with this process or child process.