Quick Start Series

Published on
July 16, 2021
Monique Swanepoel
Content Specialist

A quick start guide to help first-time Virtuoso users get started in the fastest way possible. Learn how to create a project, goal, and journeys by following along with our step-by-step instructions.

There are different types of learning styles - visual, aural, verbal, physical, logical, social, solitary… although we’re here to talk about test automation and not learning methods, we want our customers to know that Virtuoso recognizes different styles of learning and doing. That’s why you can:

Verbal learners who are new to Virtuoso, this blog post is for you! We’ll be covering how first-time users (technical or not) can get started with Virtuoso in the fastest way possible.

For the visual learners out there, keep an eye out for our quick start vlog that will be released soon or check out the step-by-step videos posted under each step of this blog. Let's get started!

Sign up

If you have not already signed up to Virtuoso then you should do that. Then simply use your credentials to login to the platform.

Create a project

Once you have an account and log in to Virtuoso, you will be directed to the Organization dashboard view of the Virtuoso platform.

  1. To create your first project, simply click on the New project button. 
  2. Enter a project name (for example, Demo Project) and click New project.

That’s it! Congratulations, you’ve created your first project and it couldn’t be easier. You can get an overview of all existing projects by clicking on the Organization button on the toolbar. Now it’s time to create your first goal. If you've come this far and you're not in the mood to read after all, you can watch the step-by-step tutorial video for each step instead:

Create a goal

Let’s create a goal. Start by navigating to the Organization dashboard, where you will see the project that you have just created in the step above.

  1. Click on the New goal button. 
  2. Enter a name for the goal. 
  3. Insert the URL that should serve as a starting point for the test.
  4. Select the desired screen resolution for the desktop or mobile device being used in the test. You can always come back and change this.

From here you can select to either Create & add first journey, or Create & explore goal.

Create & add first journey

This will create a journey, taking you to the starting point for your test. From here, you can manually add checkpoints by using Natural Language Programming - read more about that below. To see all journeys in the goal, simply click the button Back to journey list.

Create & explore goal

Clicking this button will start a new exploration. Virtuoso will explore your app, identifying all possible journeys from the starting point you provided. Possible journeys will appear in the graph view on the page. Clicking on these journeys in the graph view will show you a screenshot of the potential path.

If you return to the project view via the Organization dashboard, you can see an overview of all goals that have been created.

You can also watch the video to follow along:

Create journeys with Natural Language Programming

Now let’s create our own journey from a goal. You can follow along by clicking on the goal that you have created. 

  1. Click on First journey. This will display the list of checkpoints that are part of the journey.
  2. Before we can continue, let’s define a test scenario. Select a website that is easy to use and navigate to it. Take note of the steps that you will be doing - for example, logging in to a website by entering a username and password, and then pressing the Log In button. 
  3. Add a checkpoint to your journey and give it a name. 
  4. Now start to write your test in plain English by telling Virtuoso what you want it to do. In the first checkpoint you want Virtuoso to enter an email address in username, so you will enter the following sentence into the checkpoint just as it is written here:

Write "[insert your email here]" in field "Username"

  1. Now you want to tell Virtuoso that a password should be entered in the password field. Add another checkpoint and enter the following, exactly as it is written here:

Write “[insert your password here]” in field “Password”

  1. Add a checkpoint and tell Virtuoso to click on the login button by entering the following sentence:

Click on "log in"

There! You created all the steps you want Virtuoso to execute by simply typing them out in plain English. Next, execute your journey by clicking on the Execute icon. Navigate to the execution by clicking on the pop-up that appears. Alternatively, you can navigate to the Project dashboard screen and get an overview of the execution results where you can see how Virtuoso used the plain English instructions to execute a test run.

You can see what Virtuoso did by clicking on a checkpoint step, and then navigating to the Step details panel. Steps can be edited by clicking on the Step editor, while screenshots taken by Virtuoso during the execution can be viewed under the Screenshot tab. The Step timeline tab indicates changes that have been made to the step.

If you get stuck with any of these steps, simply check out our video tutorial:

Coming up next

We hope you verbal learners were able to follow along easily. If you’re curious about the other great features that Virtuoso offers, check out our summer release webinar for the latest updates or get in touch with our customer success team to find out more. Happy testing! 

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