2. Setting up the recorder

Note

- To configure devices, follow the prerequisite steps outlined in the Android or iOS Configuration documents.

- To configure agents, refer to the Agent Setup document. This document provides detailed instructions on installing and linking the local agent to Zoho QEngine.

1. Begin by creating a test case, then switch to the Android or iOS platform to start writing.
   
   
   

2. Click Record to initiate recording your test case.
   
   
   

3. In the pop-up window, select the desired Agent from the list. The Reachable Address field will automatically populate with the network's IP address.

   
   
   
   

   Note: The Reachable Address field is editable, as the IP address may sometimes change. The browser may prompt for one-time consent to establish a new connection when the agent connects to your network IP address for the first time or when the IP address changes.

   In the prompt, on clicking OK, you get navigated to a browser page asking for one-time consent. Click on advanced and then, click Proceed to tell QEngine to trust the network.
   
   
4. Choose the required Device and upload the necessary APK or IPA file for the app. You can either select the file from the saved list in the Files section or upload a new file directly from your device. Learn more
   
   
5. Click Start to begin recording the test case.
   
   Now, the recorder will mirror the device screen with the requested app ready to capture the actions.
   
   
6. Perform the required interactions within the app—for example, scheduling a new appointment, updating booking preferences, sending appointment reminders to clients, and much more.

   
   
   
   

   Note: The tools include a keyboard, a wait task, a tool bar for swipe actions, and at the bottom, an annotator. The annotator highlights the interacted element, so that it's easier for you to see which part is undergoing testing within the application. You can change the color used for the annotation by clicking the annotator icon { } inside Container Tools. For Android, the annotator includes an additional Back button, allowing testers to simulate the Back action specific to Android devices. 
7. The focus element pop-up shows the locator tags of all elements you interact with, and the Settings icon lets you perform certain select tasks with these elements. To pause recording at any point, click Pause.
   
   
   
   
8. Click Save & Exit to stop the recording.
   
   
   
   Now you'll be taken back to the test case editor, where elements are recorded along with their page name. All the elements you interacted with during the recording are listed for selection. Previously saved elements will be listed as Existing Locators, and newly saved elements, irrespective of their page name, will be listed as New Locators.
   
   
9. Choose the required elements, name them appropriately, and select the type of locator you want for that element from the listed recorded elements. Then, click Save. To learn more about how the recorded elements are saved, refer to the help page for elements.
   
   
   

10. All the recorded test cases will be saved by default. Click Run or configure run to preview the test case. Learn more
    
    
    

4. Updating an existing test case using the recorder

1. Initiate the re-recording process by clicking the Record button in your test case.
   
   
   
   
2. A prompt will appear asking if you want to continue with the existing script or start fresh. You will have two options:
   
   
   
   
• If you click Yes, the recorder will mimic the earlier interactions and stop at the last line of the script, allowing you to resume recording from where you left off.
• If you click No, I Want A Clean Session, the previous script will be removed. However, you can view or restore the replaced script from the previous version(s) if needed.

7. What's next