Exercise 8 - Tag a Suite and Give It a Schedule

Lab handout — Lab 8
A printable worksheet for this exercise: the tasks, the exact prompts, a checkpoint and stretch challenges. Hand it round when you are onboarding a team.
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Exercise 6 built an orchestration by ticking tests from a list. That works the day you build it and quietly stops being right a month later, when three new tests should have been in it and nobody noticed.

This exercise fixes that. You will tag your tests, use the tag to find them, build a suite from what you find, and configure the settings that decide what happens when something goes wrong. About fifteen minutes.

You need at least two tests in a project. If you have done Exercises 1 and 2, you have them.

The six steps: tag, filter, build, configure, run, clone

Step 1 — Tag from the Tests screen

Open Tests in the left sidebar. Use the Project filter to narrow to your project.

Find the Tags cell on one of your rows and click Add tag. Type smoke. Do the same on a second test.

You never opened a test. That is the point: tagging has to be a two-second job or it does not happen, and this is where it is a two-second job.

Tags are account-wide
The Tags filter offers every tag anyone in your organization has ever created, not just yours. So smoke means whatever your whole account has collectively decided it means. Agree a small set early — see Naming, Tagging and Not Drowning.

Step 2 — Find them by tag

Clear the Project filter. Now set Tags to smoke.

You are looking at your suite — assembled by what the tests are rather than by which ones you remembered. Add Test Status = Failed and you have the question that actually matters on a Monday morning: is anything that gates a release broken?

Step 3 — Build the orchestration

Open Orchestrations and choose New Orchestration.

  1. Title. Guest smoke. Name it after what it proves.
  2. Projects. Pick yours. The field takes more than one, but one is right here.
  3. Tests. Add the two you tagged. They appear grouped under their project.
  4. Schedule. Leave it on On Demand.

Do not click Create yet.

Step 4 — Open Advanced settings

Below the four fields are two collapsed sections. Ignore Admin runtime settings — it is for Functionize administrators. Open Advanced settings.

Four decisions live here, and the point of this step is to make them deliberately rather than by leaving the defaults alone.

Run order Leave it on Parallel. Read the two descriptions and notice that picking Sequential makes a Halt after failure checkbox appear that did not exist a moment ago. Switch back to Parallel and watch it vanish again.
Re-run → Incomplete tests Tick it. Hover the information icon: "Tests interrupted before finishing (timeout, crash)." Those almost never mean your application is broken.
Re-run → Failed tests Leave it clear. Hover it too: "Tests that ran to completion but returned a failure." Re-running those asks the same question again and hopes for a different answer.
Email Alerts Put a real address in, and write something useful in Email Note — not "nightly regression" but what the suite gates and who acts if it is red.

Now click Create. A toast confirms it and offers Run now.

Step 5 — Run it and read the history

Run the orchestration. When it finishes, open it. You get three numbers across the top — Total Runs, Avg. Time and Tests — and two tabs.

  • Run History has one row per run: result, duration, how long ago, and who triggered it. A scheduled run and a hand-started one are told apart here.
  • Tests lists what is currently in the suite.

Avg. Time is the number people underuse. It moves slowly, and then one week it does not — and that is usually the application telling you something before any test goes red.

Step 6 — Clone it for the other data set

From the orchestration's row menu, choose Clone. Rename the copy.

Now open the clone's row menu and choose Execution Presets. Studio shows one line per project in the suite and states the rule: "Choose which execution preset each project uses when this orchestration runs."

If your project has more than one preset, pick a different one and save. You now have two suites over exactly the same tests, proving the same flows against different data, with nothing duplicated. If the dropdown only offers Default, that is fine — the project has no presets yet, and building one is a project-settings job described in Execution Presets: Running One Suite Against Different Data.

Checkpoint

You should be able to say yes to all five:

  • Both your tests carry the smoke tag, and you added them without opening either test.
  • Filtering Tests by that tag shows exactly those tests.
  • Your orchestration exists, has run once, and its history shows who triggered it.
  • You can explain why Halt after failure is not on screen when Parallel is selected.
  • You can say, in one sentence, the difference between an incomplete test and a failed one.

Stretch

  • Set the clone's schedule to Daily and watch a time field and a day-of-week picker appear. Tick a single day — that is how you get a weekly job out of a product with no Weekly option. Then set it back to On Demand so it does not run unattended.
  • On the orchestrations list, filter Schedule to Scheduled and sort by Created, oldest first. That is the quarterly audit in one filter.
  • Add a quarantine tag to a test you do not trust, and take it out of the suite. Decide who owns getting it back in.

Where to go next

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Exercise 8 - Tag a Suite and Give It a Schedule (PDF, 250 KB)