Navigating the Certify Processes Window

Description

Create a new process folder.

Generate a new process from existing requirements. Each process will be automatically linked to the requirement.

For more information, see Generating Processes from Requirements.

Edit the process folder name.

Delete the folder and all subsequent folders and processes associated with this folder.

Remove the folder and place it on the Clipboard.

Copy the folder to the Clipboard.

Create a new folder below the selected folder.

Specify which users are able to edit a process.

Edit the following items in multiple processes within the same folder:

• Layout
• Recordset Name
• Development Status
• Owner
• Team
• Attributes

Export Certify processes and process folders from one project to another project either in the same database or a different database.

Import Certify processes and process folders from one project to another project either in the same database or a different database.

Merge two process folders.

For more information, see Merging Certify Process Folders.

Description

Display the hidden (Hide) and visible (Show) columns and change the order of the columns by selecting Up or Down.

Note: You can select to display the Critical Requirement Attribute Changed column that will alert you to when a critical attribute has been updated in a linked requirement. The date when the attribute was updated displays in the column.

Print the Summary pane information.

Export information shown in the Summary pane to a comma-separated (.CSV) file.

Create a new process.

For more information, see Creating Processes.

Edit the selected process.

Delete the selected process from your Certify system.

Cut the selected process.

Copy the selected process to the Clipboard.

Paste the cut or copied process beneath the selected process and rename the process automatically.

Create a new process using Certify Capture.

For more information, see Creating Processes with Business Capture in Worksoft Certify.

The transactions that are recorded by standalone Worksoft Capture are saved as an XML file that can be imported directly into Certify with Certify Capture Import.

For more information, see Importing Worksoft Capture Files into Certify.

Import Capture files from Worksoft Process Intelligence.

For more information, see Importing Capture Files From Process Intelligence.

Import Capture files from Worksoft RPA Orchestrator into Certify from the Processes window.

For more information, see Importing Capture Files from Worksoft RPA Orchestrator.

Select a Capture file for import in order to generate a Certify process from the file.

When you import exploratory tests, the results are documented with screen captures and a generated process.

For more information, see Generating an Exploratory Certify Process from an Imported Capture File.

The transactions that are recorded by standalone Worksoft Capture are saved as an XML file that can be imported directly into Certify with Certify Capture Import and used for manual testing.

For more information, see Importing Manual Tests.

Export Certify processes from one project to another project either in the same database or a different database.

For more information, see Exporting and Importing Processes and Process Folders.

With the Export RPA Model to RPA Orchestrator feature, you can select a Certify process that will be exported, encrypted, and saved to the Certify database as an RPA model for Worksoft RPA Orchestrator.

For more information, see Exporting RPA Model to Worksoft RPA Orchestrator.

Transfer Certify processes to the Micro Focus ALM/Quality Center.

For more information, see Transferring Certify Processes to the ALM/Quality Center.

You can import Capture files from Worksoft RPA Orchestrator into Certify from the Processes window.

For more information, see Importing Capture Files from Worksoft RPA Orchestrator.

With the Export RPA Model to RPA Orchestrator feature, you can select a Certify process that will be exported, encrypted, and saved to the Certify database as an RPA model for Worksoft RPA Orchestrator.

For more information, see Exporting RPA Model to Worksoft RPA Orchestrator.

To load a process associated with SAP Solution Manager, you will need to provide the following information:

• Test script name and version

• Connection information, including RFC parameters

For more information, see the Worksoft Certify Integration with SAP Solution Manager User Guide.

Unlink the process from your SAP system.

For more information, see the Worksoft Certify Integration with SAP Solution Manager User Guide.

Create a version of a process to preserve the current state.

For more information, see Creating Process Versions.

View change history and set conditions to filter the change history results. Also, you are able to export these results to a CSV file.

For more information, see Viewing Change History.

Open the Process Usage dialog and display the processes that include the select process. This option is only available when a process is selected.

For more information, see Viewing Process Usage.

Compare processes by visualizing differences in steps, data, properties, and called processes.

For more information, see Comparing Processes.

Merge two processes, compare two processes, and resolve any differences between the processes.

For more information, see Merging Certify Processes.

AI Search enables you to find processes that are similar to a specified process.

For more information, see Using AI Search.

Execute the selected process.

For more information, see Configuring Process Execution and Executing Processes.

From Certify, you can start Continuous Testing Manager (CTM) and remotely execute a process. You must have CTM installed in order to utilize this feature.

For more information, see Activating Process Execution in CTM.

Name

Back

Forward

Refresh

New Folder

New Process

Edit

Delete

Export

Print

Cut

Copy

Paste

Run

Run in CTM

Process Usage