Editing a scenario

By clicking on a scenario in the Scenarios window, you can see a detailed view of that scenario, including information about its steps. This view also serves as the scenario editor, allowing you to update your scenario as needed. This document explains the various tabs and features available in the scenario editor, as well as how to use them.

Editing the scenario name

The scenario name can be edited by clicking the pencil button to the right of it.

Undo/redo changes

Undo/redo operations are available by clicking the arrow buttons to the left of the Cancel button.

Saving/discarding changes

Changes you made can be saved by clicking the Save button at the top-right of the page. Click the Cancel button to discard your changes and return to the scenarios window.

Scenario

The Scenario tab is selected by default. It shows all steps in the scenarios, and enables you to edit them.

Adding steps by recording

You can record new steps from any position in the scenario with Record from here.

Inserting a step

You can add non-recorded steps into any position in the scenario with Insert step.

Editing a step

Detailed step information is displayed and changed by clicking the pencil button located on the right side of each step.

Deleting steps

A step can be deleted by clicking the trash button that is located on the right side of each step.

Reordering steps

Steps can be reordered by hovering over the step, clicking and holding the grip icon, then dragging it to the desired position.

Selecting/deselecting steps

Steps can be selected by checking the box of each step. The quick actions menu will display when one or more steps have been selected.

Grouping/ungrouping steps

Steps can be grouped by clicking the Group button in the quick actions menu. Grouped steps can be ungrouped by clicking Ungroup in the quick action menus. See Group steps and Shared Group Steps for more information.

Copying/pasting steps

One or more steps can be copied by using the copy/paste function. To copy steps, select them and click Copy in the quick actions menu.

Copied steps can then be pasted by clicking the + button before or after a step and clicking Paste copied steps.

Data

Data in the Data tab is used to execute a scenario multiples times with different data sets. For example, if you want to execute a scenario for multiple users, you can provide a data table with a list of usernames and passwords. When the scenario is executed, it will run one time for each row of data. In our example, that means it would run once per user provided in the data table.

Adding a data table to the scenario

A data table can be created by clicking the New data table button and entering the data manually.

Adding data by uploading a CSV file

A data table can be imported by uploading a CSV file from your computer.

Files

The Files tab manages all files that are used in your scenario, including files that are uploaded to your website when recording scenarios. You can upload files directly by clicking the Upload file button and reference them in existing steps as well.