Editing Objects with Mac Browsers

The Certify Mac interface supports the use of the Edit Object utility for browser-based process steps. With the Edit Object utility, you can do the following tasks:

Edit an object in the Process and Data Editor
Edit an object during process execution

Both Safari® and Chrome™ browsers are supported.

For more information about using the Edit Object utility, see Editing Objects During Process Creation and Execution.

For these procedures, you need to have access to sign on to the remote Mac and have an active remote desktop session to the remote Mac host.

To edit an object in the Process and Data Editor

On the remote Mac, open the browser window and navigate to the page that contains the object you want to edit.
In Certify, configure your Mac interface settings and connect to a remote Mac. For instructions, see Configure Mac Settings to Connect to a Remote Mac.

In the Processes window, right-click on an existing process and select Edit.
In the Process Editor, click the Steps tab.

The Steps tab appears.

In the Step grid, right-click on an existing step in which you want to edit the object and select Edit Object.

Before the Edit Object utility opens, it attempts to find the Window running the object in question.
Click the Object tab.

If the object was not found, then the Unknown icon appears in the Match column.
To match the attribute strings with the object in the application, click the Touch Live Object button.
In the application on the remote Mac's desktop, hover over the object and press the <Ctrl> key to select the object.

The Touched Object dialog appears. The object that you selected is highlighted.
Optional If you would like to select a different object in the Touched Object dialog, select the object that you want to use.
Click OK to save your object.

In the Edit Object utility, the attributes that match the selected object displays the Passed icon in the Match column. The attributes that do not match display the Deleted icon.

The AUT value column displays the value that is actually in the application, and the Database Value column displays the value that is in the database.
If needed, you are able to edit the value in the Active Value column and/or change the criteria in the Criteria column. When you edit one of these values, the Edited icon appears in the Edit column for the attribute.
Note: If the object is a dynamic object and you have an unmatched attribute, you will need to edit the Active Value to txtDynamic_<date>, and change the Criteria column to Contains.
If needed, you are able to add new attributes. For more information, see To add new attributes.
If needed, you are able to remove or add anchors. For more information, see To remove or add anchors.
After you have made your changes, click Save to save your edits.

To edit an object during process execution

On the remote Mac, open the browser window and navigate to the page that contains the object you want to edit.
In Certify, configure your Mac interface settings and connect to a remote Mac. For instructions, see Configure Mac Settings to Connect to a Remote Mac.

In the Navigation pane, click Processes.

The Processes window appears.

In the Processes Summary pane, select a process that contains a Manual Step action and complete one of the following:
Select a process and click the Run button
Right-click a process and select Run.
Note: You are able to run a process from the Process Editor by clicking the Run button in the toolbar.

The Configuration dialog appears.

In the Run Settings section, click the Run Mode drop-down list and select Manual.
Configure the other settings to run your process.
Click Start.

The Execution dialog appears with the Step tab in view.

Expand the Step view by clicking the Expand/Collapse button on the right of the dialog. The Expanded view allows you to view the steps while using the other tabs.
Click the Manual Execution tab to view the details of each step's execution.
At the top of the Execution dialog, click the Step button to begin process execution.
Continue to click the Step button for each process step.
If an object cannot be found when executing a specific step, right-click on the step and select Edit Object.

Before the Edit Object utility opens, it attempts to find the Window running the object in question.

Click the Object tab.

If the object was not found, then the Unknown icon appears in the Match column.
To match the attribute strings with the object in the application, click the Touch Live Object button.

A message appears that states, Press the <Ctrl> key to select and <Esc> key to cancel.
In the application on the remote Mac's desktop, hover over the object and press the <Ctrl> key to select the object.

The Touched Object dialog appears. The object that you selected is highlighted.
Optional If you would like to select a different object in the Touched Object dialog, select the object that you want to use.
Click OK to save your object.

In the Edit Object utility, the attributes that match the selected object displays the Passed icon in the Match column. The attributes that do not match display the Deleted icon.

The AUT Value column displays the value that is actually in the application, and the Database Value column displays the value that is in the database.
If needed, you are able to edit the value in the Active Value column and/or change the criteria in the Criteria column. When you edit one of these values, the Edited icon appears in the Edit column for the attribute.
Note: If the object is a dynamic object and you have an unmatched attribute, you will need to edit the Active Value to txtDynamic_<date>, and change the Criteria column to Contains.
If needed, you can add new attributes. For more information, see To add new attributes.
If needed, you can remove or add anchors. For more information, see To remove or add anchors.
After you have made your changes, click Save to save your edits.