Best Practices for Worksoft Certify Process and Data Folder Structures

Worksoft is a leading provider of automation solutions for enterprise application testing, renowned for its flagship product, Worksoft Certify — a no-code automated testing platform. 

Initially designed for SAP applications, Worksoft Certify has expanded its capabilities to support various interfaces, including Web, SAP GUI, Applitools, Java, Mainframe, Mobile, Microsoft Office, PDF forms, SOAP UI, Postman, and more. This versatility empowers users to automate testing across diverse applications with ease.

Why Adopting Best Practices is Essential?

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Incorporating best practices into your framework ensures a robust foundation that delivers consistent results and long-term success.

Additionally, here’s why it matters,

  • Improved Reliability and Consistency
  • Ease of Maintenance
  • Enhanced Collaboration
  • Scalability
  • Reusability
  • Efficiency and Speed
  • Future Proofing
  • Cost-Effectiveness
  • Better Reporting and Debugging

Worksoft Process and Data Folder Structure Framework

A well-defined folder structure and consistent naming standards are crucial for maintaining organization and reducing confusion.

In collaborative environments like those utilizing Worksoft Certify, a standardized approach to folder organization and naming conventions allows users to quickly understand the purpose and functionality of various entities. 

This clarity becomes especially important when multiple users share and reuse Certify assets, as it helps minimize misunderstandings and improves overall efficiency.

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Worksoft Certify Process and Data Folder Structures

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Client Gold Copy

A folder designated for approved regression tests is organized into subfolders that align with functional areas, including corresponding transactional tests and utilities. 

Gold copy folders are secured, granting edit access only to specific users or groups. These designated users are responsible for promoting test assets into production.

Development Project 

This folder is used for new process developments. The developed processes are stored in subfolders matching functional areas along with transactional tests and utilities. 

The test assets are developed and reviewed from the sandbox folder. Once approved, they are promoted to Client Gold Copy folders.

If required a test asset can be moved from the gold copy folders into the appropriate sandbox folder for maintenance. Once the maintenance is completed and reviewed, it should be promoted back to gold copy.

Archive

An Archive folder is used to store old, obsolete, or unused assets that may be deleted later. 

This helps declutter your folders and maintain a well-organized framework while preserving scripts that might be needed in the future.

Import/Export

The Import and Export folder is used to transfer test scripts between projects or within the same project. Worksoft Certify provides an option to export assets as a package file (.zip), which can be imported when needed.

To maintain consistency, it is recommended you move the processes you intend to export into this folder before packaging them. This ensures that when the package is imported into another project, the same folder structure is retained, preventing duplicate or ambiguous folder structures from affecting the existing framework.

Additionally, dependent Layouts and Recordsets will follow the same folder structure. 

Therefore, it is advisable to move them to the Import/Export folder before exporting the process to maintain a well-organized structure.

Master Content

Master Content is pre-packaged by Worksoft within the Certify database. These pre-built, reusable automation assets include scripts for standard SAP GUI flows across various functional areas and generic utilities to support automation. 

Customers can leverage these scripts for regression testing by simply updating the data. Additionally, if needed, the steps can be modified to align with specific requirements. This eliminates the need to build tests from scratch, significantly saving time and effort.

Integrated Tests

In the Development Project, this folder serves as the repository for all developed end-to-end processes that have been reviewed for best practices. 

Once the review is successfully completed, the E2E tests are stored here and sent for business sign-off. After receiving approval from the business owner, these tests are moved to the gold copy folder “Regression Tests”, where they are locked for editing.

Transactional Tests

Transactional tests are component scripts developed and stored in their respective folders. 

For instance, if I develop an SAP GUI process for Sales Order Creation (VA01), I would place it under Development Project>Transactional Tests > SAP GUI > V > VA

Once these scripts are reviewed and signed off, they are moved to the Gold Copy folder Gold Copy>Transactional Tests > SAP GUI > V > VA, where they are locked for editing.

Utilities

Utilities store reusable components like generic functions and actions that can be used across multiple tests such as Closing Browsers etc.

It helps organize common tasks, promotes consistency, reduces redundancy, and simplifies maintenance by allowing changes in one place to reflect across all tests using those utilities. 

Once these scripts are reviewed and signed off, they are moved to the Gold Copy folder, where the scripts are locked for editing.

Sandbox

Test assets are initially developed and reviewed in the Sandbox folder. Once reviewed and approved, they are promoted to the respective Gold Copy folders: Regression Tests, Transactional Tests, and Utilities

If updates or maintenance are required, test assets can be copied from the Gold Copy folders back into the Sandbox folder for modifications. After the necessary updates and reviews, the revised test assets can be promoted back to the Gold Copy folders.

 To ensure integrity, Gold Copy folders should have restricted edit access, allowing only designated users to manage and promote test assets into production. This structured workflow ensures that all test assets remain secure, validated, and up to date.

Captures

The Capture folder is a dedicated space for storing raw test steps recordings created using the Worksoft Business Capture Tool (Standalone/Inline).

This folder plays a crucial role in streamlining test creation, enhancing collaboration, and maintaining organized test assets. 

By regularly reviewing its content and using clear naming conventions, teams can ensure efficient management and easy updates of their test processes.

Conclusion

A well-structured folder organization in Worksoft Certify is essential for maintaining efficiency, collaboration, and long-term scalability in test automation. By following best practices—such as using designated folders for regression tests, development projects, archives, imports/exports, and utilities—teams can ensure consistency, streamline workflows, and minimize redundancy. Implementing these guidelines helps maintain an organized framework, improves test reliability, and enhances automation success across various enterprise applications.

Trupthi Sithare is a key member of our automation team at Deployd, known for her passion for exploring emerging technologies and her dedication to continuous learning. With a strong background in automation and software testing, she actively seeks innovative solutions to optimize processes and improve efficiency.


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