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Configuration/Setup the newly Created Project

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When you log into your domain, depending on role (admin or non-admin) and projects assigned to you, you will land in one of the following context
  • Administration Context (OR)
  • Some Active/Default Project Context (OR)
  • In the Project Context that you are to configure the project
If you land in "Administration Context" navigate to Projects module. Edit spcific Project by clicking on the edit button and then continue to Project Setup by clicking on "Save & Continue Project Setup" button in Edit Project page.




You will land either on 2nd or 3rd step because of following reasons:
  • If you are not an Administrator of your domain and you so far don't have access to any other projects within your domain and are assigned the first project to set up/configure, you will automatically see the screen below. You don't have to use the Project Selector drop-down to switch context to the project that you need to set up.
  • If you are assigned more than one project to set up/configure currently by your domain's administrator and you are not an administrator user for your domain and you are not assigned any other project so far, Worksoft SaaS will automatically take you the first project based on the alphabetically sorted project list. If you want to set up/configure a different project first, please use the Project Selector drop-down to switch the context to the other project.
You will be prompted with a message asking you to complete this process.



To configure a Project, click on 'Go to Project Setup'. 

Project Setup


At a high level Project Setup involves two steps. a. Configuring Environments & b. Configuring Products. Before you or someone from your team can use specific Project for automation, at least one enviornment & one product are required and project activiation is possible only after creating these two entities.



Click on Continue.

Step 1: Configure Environments


Use this screen to list all the environments that you want Worksoft SaaS to run your tests against for the project.

Please note that you will later in the project set up process be allowed to configure the URLs to get to the applications within your environments. For now, you just need to define the environments that you use to deploy your apps that you want automated tests from Worksoft SaaS to run against. 

It is a must to have at least one environment before you proceed to the next step. It is recommended that you configure all your environments here in this step before you proceed to the next step. However, don't worry if you want to skip creating all your environments now, you can come back later to define your other environments, Worksoft SaaS allows you to do so.

When you click on "Continue" in earlier step, you will land on "Environments" page as shown below. By default control is placed in the first row and after entering Environment & Description you can save by clicking on the "Save" icon. 



You can click the 'Crete' button to add more rows (environments).



Once you have defined the environment(s), click on 'Save & Continue to Configure Project' to add products.

Step 2: Add Product(s) to your Project


Worksoft SaaS allows you to define a sub-level below the Project. We call that a 'Product'. Each Project should have at least one Product but can have any number of Products.
  • A Product can refer to an application in your company (or group). In this case, you can just name your Product to be the same as Project created in Worksoft SaaS.
  • If you have different URLs to access a different set of modules within your application, then you should create each such set as a different Product within your Project. For example, if the end customers of your application use one URL to get to your application and your internal employees use a different URL to access, say, the admin module, then you can set up 'Customer Module' and 'Admin Module' as 2 Products within your Project.
  • Even if you have a single URL to access your application for all types of end-users of your app, you can still create multiple Products within your Worksoft SaaS project, if you want Worksoft SaaS to report on software quality for one set of application modules separately from another set of application modules within the same application. 
Now that you have a good understanding of what 'Product' means, you can make a decision on how many 'Products' you need within the Project. For each Product you intend to create follow these instructions:

You should have completed creating Environments before you can access this step. Click on the 'Continue' button to go to the Products screen. 



  • Enter a Name for your Product
  • Add a Description
  • Specify the type of the application (Web App - Desktop/Mobile or Native Mobile App or Hybrid Mobile App).
  • After you select the Application Type as Native/Hybrid Mobile App, the screen would change accordingly for you to select the Operating System and Supporting Device Type from the respective dropdowns that appear.
  • Click on 'Edit' icon for each of the environment to add the Product Web URLs and Secure Tunnels (conditional) for each of the environments you created in the previous step of the Project Setup wizard. You may have a different URL that points to the same app (but different versions of the app) that is deployed in each of your environments. For example, your Dev/Integration environment may have version N+2, QA environment Version N+1, and Production environment Version N of your application and the app version in each of those environments could be accessible via a different URL.
  • To know in detail about Creating a New Product and different options available in creating a Product click here .

        Once you added all the Products that you want to be included in the Project you are setting up, click on the 'Activate Project' button.



        NOTE: In Worksoft SaaS, a saved Environment, Project and Product cannot be deleted.

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