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.

Scenario history

In the scenario editor, you can open the history of a scenario by clicking on the "latest" dropdown menu, shown on the right of the page opposite the tabs and step count. Doing so will display a list of previous versions by their edit date.

By clicking on a specific date from the list, you can view the details of the scenario at that point in time.

Restoring a scenario from history

When viewing a previous version of a scenario, a "Restore this version" button will appear at the top of the screen. Clicking this button will overwrite your current scenario with the details of that previous version.

After restoring the previous version, click the "Save" button in the top-right corner of the screen to confirm the changes. Alternatively, if you wish to discard the operation then click the "Cancel" button.

• When you restore a scenario to a previous version, the state of the shared group steps and workspace variables at that time will also be reflected. When saving the restored scenario, a prompt may appear to address potential updates to these contents.

• Immediately after clicking the "Restore this version" button, undo/redo changes are not available. You must save your changes first to be able to use these functions.

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. For more information, please refer to the “Data Feature” article.

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.