Project Actions

Modified on Fri, 22 Aug at 4:12 PM

TABLE OF CONTENTS

1. Overview

2. Project Actions 

2.1 Search for an existing Project 

2.2 Assign a Project

2.3 Clone a Project

2.4 Download a Project

2.5 Delete a Project

2.6 Access Settings 


1. Overview

This article provides you on how to perform the following project actions: 

  • Search for a Project 
  • Assign a Project
  • Copy a Project
  • Download a Project
  • Delete a Project

2. Project Actions 

2.1 Search for an existing Project 

You can search for an existing project.

To do this, perform the following:

  1. Navigate to the Projects page.
  2. Enter the required project name in the search bar to view the project.

2.2 Assign a Project

As an admin, you can assign a project 

Perform the following:

  1. Navigate to the Projects and search the required project.
  2. Click the More Menu options (three dots) to view the pop-up window.
  3. Select Assign Users option.
  4. Assign pop-up window appears.
  5. In Assign pop-up window, you can search for the required user and select the checkbox next to the username to assign the project. Upon assigning the project, you can grant required permissions to that user by clicking the expand icon to expand the access settings. For more, information, see Access Settings section.
    If a user is from an external organization, you can still assign the project and grant permissions. However, platform will display the message saying, "This user is from an external organization."
  6. You can filter the user list by 'assigned', 'unassigned' or 'All' by clicking the Filter icon in the Assign pop-up window.

2.3 Clone a Project

To make a copy of your project, perform the following:

  1. Navigate to the Projects and search the required project.
  2. Click the More Menu options (three dots) to view the pop-up window.
  3. Select Clone option.
  4. Cone project pop-up window appears.
  5. In the Clone pop-up window, enter a name. Note that the name used to clone the project must be different from the original name.
  6. Click Clone Project to create a copy of the existing project in Projects. 

2.4 Download a Project

Perform the following:

  1. Navigate to the Projects and search the required project.
  2. Click the More Menu options (three dots) to view the pop-up window.
  3. Select the Export option to download the project.
  4. Project will be downloaded in the zipped file format. You can then save the downloaded project.

2.5 Delete a Project

Perform the following:

  1. Navigate to the Projects and search for the required project.
  2. Click the More Menu options (three dots) to view the pop-up window.
  3. Select the Delete option. Platform will prompt you to confirm you to delete the project or not.
  4. Click Yes to delete a project or no to retain the project.

2.6 Access Settings 

In Access Settings, as an admin, you can assign permissions to users to perform the tasks.

Perform the following:

  1. Select a project created by you and navigate to the settings.
  2. Select the Access Settings option. 
  3. In this Access Settings page, you can assign permissions to add, edit and delete the capabilities. For example, as an admin if you uncheck the permissions for generating Auto Generate Test Cases, then the team member will not have access to use Auto Generate Test Cases feature.
    The following table provides the available access settings options that an administrator can assign to a user:

    Access Settings option Description 
    Node Feature Permission As an admin, you can assign access to the user to add, edit, and delete a feature associated with a node.
    As a user, when the admin removes access to add a node, the Add Features button will be disabled, preventing you from adding new features. However, you will still be able to modify existing features. Similarly, when access to edit or delete is removed, you will be restricted from performing those actions.
    Follow Me and Edit Scenario FeaturesAs an admin, you can assign access to the user to record a scenario by selecting or unselecting the 'Can add' checkbox. By doing this, Follow Me button is enabled or disabled in the Main Canvas.
    Additionally, you can provide access to the user to add, edit and delete a test case in the Edit Scenario window.
    Auto Generate Test Cases As an admin, you can assign or unassign access to the user to use Auto Generate Test cases feature by enabling and disabling this feature.
    Node Controls PermissionAs an admin, you can assign access to a user to add, edit and delete a UI element (control) associated to a feature.
    Canvas Save Permission As an admin, you can assign or unassign access to a user to save the modifications made in Canvas.
    File Permission As an admin, you can remove access to a user to upload or create any file. Upload file or create file option will be disabled for a particular project. As a user, you will be still be able to edit and delete an uploaded or created file. Additionally, as an admin, you can also restrict the access to edit and delete a file by removing access to edit and delete options.
    Project PermissionAs an admin, you can remove access to a user to delete a created project. Delete button will be disabled when you access as a user. Also as an admin, you can remove access to a user to edit a project. Udpdate button of project settings will be disabled when you access as a user.
    Upload Script PermissionAs an admin, you can grant a user access to edit the generated scripts for a specific project. 
    Multiple Files Delete PermissionAs an admin, you can assign access to a user to delete multiple files from the project folder. By default, Delete all option will be disabled to prevent any
     unintended file deletion from a user.










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