Switching to UI Automation: Everything You Need to Know
Table of contents
What Is UI Automation Testing?
Manual vs. Automated Testing
UI Automation Checklist: What You Need to Know
Automated UI Testing Tools
Is Automated UI Testing Enough?
How to Overcome UI Automation Challenges
Not long ago, most software tests were performed locally by replicating an ideal environment and running several UI tests. Today, with rapid development models and short release cycles, organizations are replacing conventional manual testing techniques with more effective approaches. UI test automation is quickly becoming the new norm.
This comprehensive guide dives into UI automation, one of the hottest trends in the world of software testing. It is designed to provide you with knowledge across the broader UI test automation spectrum, including what it means, how to perform it, and the various challenges it presents.
As you will realize, this guide provides valuable insights for decision-makers looking to invest in test automation as well as developers who want to increase their knowledge in this field.
Read along or jump ahead to the section that interests you most. If you already know that you need to make the switch to automated UI testing, learn how Perfecto Scriptless can help your team get started.
What Is UI Automation Testing?
To understand the concept of UI automation testing, you first need to understand what UI testing means. So, let’s start by breaking everything down.
A user interface (UI) is the front-end of an application that facilitates interaction with users on their screens.
UI testing is the process used to verify whether the end-user interface is running correctly.
When performing UI tests, we check that every bit of logic, UI feature, or flow of actions works as expected. Here, testers focus on validating every click of a button, data entry, navigation, calculation of values, and other functionalities used for user interaction.
UI automation testing is a technique where these testing processes are performed using an automation tool. Instead of having testers click through the application to verify data and action flows visually, test scripts are written for each test case. A series of steps to follow when the verifying data is then added.
A simple example would be something like this:
The UI automation testing process simplifies the process of creating UI tests, running the tests, and viewing results. At its core, it allows testers to:
- Simulate and test an application’s interaction with end-users.
- Automate all testing activities for the application under test (AUT)
- Integrate UI tests in the development process
- Submit test results and generate reports with your application package.
Development and testing teams choose to automate UI tests for several reasons. The most notable include:
- Time – Manual testing is slow and cannot keep pace with many development processes.
- Cost – Manual tests are resource-intensive and costly.
- Accuracy – Manual tests are prone to more errors when performing repetitive tasks. Conversely, automation reduces the chances of these errors.
- Scale – It is difficult to rely on manual tests when performing complex iterations.
- Trend – Most organizations have realized how they can benefit through automated testing, so there’s increased pressure to jump on the automation bandwagon.
According to the Global Quality Report, organizations are benefiting from automation testing in different ways. Around 60% of organizations cited an improved ability to detect application defects due to increased test coverage.
Another 57% saw an increase in test case reuse after applying automation. At the same time, 54% recorded a decrease in the time spent on testing cycles.
Manual vs. Automated Testing
A question that most development teams ask is whether they should perform testing manually or automate it. There are many aspects to consider when making this decision. These include time constraints, economic feasibility, type of tests to be performed, and more.
To make the right decision, business leaders should first understand the difference between manual and automated testing.
In manual testing, Quality Assurance (QA) specialists create and execute test cases by hand. The QA specialist or test engineer describes several scenarios in the application and creates conditions in the test cases.
It involves preparing scenarios and datasets, then triggering the right actions or inputs to verify the described scenario. While this kind of testing may seem primitive, it is vital in cases where automation cannot be applied.
The advantages and disadvantages of manual testing are summarized in the table below:
|Lower initial investment||Scalability issues|
|Greater adaptability and flexibility||Generally slow|
|Facilitates testing of real-life actions||Human error and change blindness|
|Involves human intuition, inductive reasoning, and inference.|
With automated testing, as its name suggests, pre-scripted tests are run to validate different functionalities in an application. This means using tools and test scripts to create different states and prepare data.
Once done, a set of steps are executed to validate the scenario. By doing so, QA teams can determine where an application works as expected or not.
The table below summarizes the main strong points and downsides of automated testing:
|Long-term cost efficiency||High upfront costs|
|Higher speed||Test maintenance can become tedious|
|Higher accuracy||Greater learning curve|
|Increased test re-use|
|Easier detection of bugs|
Manual vs. Automation Testing Comparison Table
|FEATURE||MANUAL TESTING||AUTOMATED TESTING|
|Short-term testing ROI||High||High|
|Long-term testing ROI||Low||High|
|Transparency||Low||Moderate to high|
|Best suited for:||Usability testing|
Early development stage UI testing
Testing stable UI versions
When Should You Switch to Automated Testing?
Now that you completely understand the difference between manual and automated testing, it can be easier to decide when your team should shift to automated testing.
Here are some scenarios where automated testing is the best option:
- When handling time-consuming tasks
- When working with short-release cycles
- When you want to integrate UI tests into the development process
- When executing repetitive tasks or operations in the same project
- When performing end-to-end tests
- When testing UI load and performance
- When performing advanced UI tests between different platforms
- When performing UI regression testing
- For UI screenshot comparison
UI Automation Checklist: What You Need to Know
Before automating UI tests, the QA team should conduct an automation feasibility study and prepare a test strategy.
The feasibility study confirms whether automation testing can exhaustively cover the application to be tested. By doing so, testing teams can determine whether UI automation will be successful or not.
From here, testers should continue with the automation process by preparing a checklist.
An automation checklist outlines the steps you should follow to make your automation journey successful. Following these steps will ensure the transition from one testing stage to the next is smooth and efficient.
Here is a standard UI automation checklist that can be applied in any testing project:
1. Initial Consultation Meeting
The QA team and all stakeholders hold a meeting with automation experts to define the purpose, plan, and requirements for test automation.
2. Gathering Requirements
The UI automation team collects project requirements based on the architecture and technology used for application development.
During this stage, testing teams identify the testing and product knowledge at their disposal to determine whether external technical assistance will be required.
The requirements listed are used to select an appropriate tool for automation. The right automation tool makes it easier for testing teams to accomplish their testing goals.
3. List Test Cases
Test cases provide a better understanding of the structure and logical flow in your interface.
They provide a visual depiction of how an application works and serve as the basis for your project’s scope and strategy.
4. Determine a UI Test Automation Strategy
After listing potential use cases, the QA team determines the best strategies for conducting automated UI tests. This includes the languages and test data to be used.
5. Framework Development
After outlining the automation strategy, testing teams proceed to develop a basic framework for automation.
Frameworks are essential for the success of any testing project and should only be developed after a diligent analysis of the application.
6. Test Script Creation
The testing team uses the test cases outlined in the initial stages for creating test scripts.
7. Test Execution and Analysis
Upon completing script development, they are executed in batches. During this step, it is crucial to analyze the results for feedback purposes.
Additionally, check for defects to ensure no test script failures are encountered.
8. Demo and Reporting
The final step of UI automation involves generating and presenting test reports. This is done after completion of the test suite to facilitate the future training of stakeholders.
Shifting from manual to automation testing might seem daunting at first. However, by following these elaborate steps, you can easily pull through.
Automated UI Testing Tools
The success of automation testing largely depends on the choice of tools used. With dozens of automation tools in the market, QA professionals should take time to evaluate every tool’s features and capabilities.
This way, it becomes easier to pick a tool that meets your testing needs and benefits your software development projects in the long run.
Here are some of the considerations to make when evaluating automated UI testing tools to make a decision that will best fit your organization:
- Ease of creating and maintaining test scripts, a tool with record and playback capabilities is ideal.
- Facilitates smooth input of large test data for load testing and other complex tests.
- Ease of test-suite execution by non-technical users.
- Support for web, desktop, and mobile applications.
- Support for cross-browser testing.
- Ability to capture console logs, take screenshots, and record videos when running tests
- Ability to generate intuitive test reports.
- Support for keyword, data, and behavior-driven testing.
- Reliable technical support and online assistance from the vendor.
- Wide language support for flexible test script development
- Seamless integration with other tools within the CI/CD pipeline for automatic builds or deployment.
- Reasonable pricing.
- Initial training during the onboarding process.
- Ease of maintenance.
- Ease of applying changes to existing scripts.
- Use of AI to optimize automation.
- Ability to test complex UI components.
Demo: Practical UI Automation With Perfecto Scriptless
Here’s a quick demonstration of how Perfecto Scriptless handles UI automation. In this example, we will be testing the process of signing in to a Google account.
*Note: The images in this guide are from the TestCraft platform, which is now Perfecto Scriptless.
The testing process on Perfecto Scriptless begins by creating a new project on the Perfecto Scriptless dashboard. To start building the test, we provide a project name and test name.
Perfecto Scriptless also prompts you to add the URL to the test. In this case, we add a link to the Google account sign-in page. Next, we select the platform or browser we’d like to run our tests on:
After supplying the necessary test details, the project initializes and Perfecto Scriptless directs us to the canvas – the platform’s main page where you can create and modify test scenarios.
The canvas allows Perfecto Scriptless users to perform offline test planning as well as online visual capturing. More specifically, you can do the following on the canvas:
- Add a test step
- Change an element’s name
- Change a test step’s action
- Remove or duplicate a test step
- Toggle a test step in or out of the flow
- Remove an element’s binding
While on the canvas dashboard, users can start creating scenarios for processes to be tested. For every test scenario, create a spec that includes all user actions that you’d want to check or validate.
The process of creating specs and modifying steps involved in a test case is pretty straightforward.
Perfecto Scriptless also provides step-by-step visual modeling, so you only need to click on the elements shown on the screen to add action flows to your test case.
Below is a simple spec created for testing the Google sign-in page. It starts by checking user input typed on the “email or phone” textbox.
Perfecto Scriptless allows you to modify or add as many testing steps as you want on a single element, although we recommend that you create short tests built from reusable components that you can use for more complex scenarios in the future.
After adding all of the required steps into the spec, you can now publish and run your test suite.
Configure the execution parameters and provide input data (if needed), then hit the run button as shown.
After running the test, you should see the test results indicating whether the test was successful or some steps failed. If there are errors, they will be clearly indicated in the error log.
Perfecto Scriptless provides a number of features to help you manage your testing processes. Other than specs, you will find the suites, execution, assets, and system management dashboards.
All these dashboards have valuable tools for test management. In the suites section, for instance, you will find the scheduling feature, which allows you to automatically run tests at a specified time.
The CI/CD integration dashboard allows you to integrate your testing processes into your development workflow.
The UI testing capabilities of automation testing tools like Perfecto Scriptless are unlimited. How you use the tool depends on the nature of your project, the scope of your testing, and your creativity.
Is Automated UI Testing Enough?
Although UI test automation is an essential component of the CI/CD pipeline, it isn’t the only type of test that can be automated. You can bring value and scale your QA process by automating more software tests.
Below are some guidelines to help you identify ideal candidates for test automation:
- When testing business-critical paths and other high-risk features
- When running tests that should be executed repeatedly
- When running tests that should be performed after every application build or release. Regression tests and smoke tests are good examples
- When working on test cases that require a long time to execute
- When running performance tests such as load tests
- When running data-driven test cases that require the same workflow for different data sets or input
- When running tedious test cases that require large volumes of data input
Types of Tests You Can Automate
Based on the conditions outlined above, you can automate the following types of tests:
Automated unit tests are performed to test an application at the code level. They are designed to test individual functions, methods, and all modules in your software.
Unit tests are performed by developers during the initial testing phase and are generally cheap to automate.
What are APIs? They are an essential component in modern applications. They facilitate communication between different software modules or web services.
APIs should be tested thoroughly to verify their performance, functionality, security, and compliance.
Integration tests are performed to verify that different application modules work well together. The main focus here is to verify data communication between different microservices. For instance, you can check whether your application can query the database.
Functional tests are performed to verify whether all application functions work as expected. They focus on the application’s business requirements and are more specific.
For instance, instead of only testing whether an application connects to the database, you could check whether it gets values from the database appropriately as per the application’s requirements.
Regression tests are performed to verify that changes pushed to the codebase do not affect existing features in an application.
The aim is to check whether the old code works as it was before changes were introduced.
How to Overcome UI Automation Challenges
There are several challenges that testers face when automating UI tests. Most of these challenges can have a significant impact on the success of your testing process and development project at large.
The 2017 Global Quality Report identified the following main challenges hindering most organizations from achieving the desired level of automation.
Common UI Automation Challenges
1. Finding the Right Automation Tool
Today’s marketplace is filled with tons of open-source and commercial UI automation testing tools. Although these tools are designed to support different types of tests and technologies, choosing the right tool to support an application under test becomes a challenge.
It is therefore important to perform enough research before selecting a UI automation tool. Choosing a suitable automation tool that satisfies your technical and business needs will make your testing efforts more productive.
2. High Maintenance Due to Changing UI
A common development practice when developing applications is making constant changes and improvements to the UI and the app logic. This creates a contact challenge of adapting the test automation to those changes.
3. Complex Development Environment
Just like in manual UI testing, the increasingly diverse combinations of devices, operating systems, and other software are a serious challenge when automating UI tests.
4. Demand for Skilled Resources
There’s a common myth that UI test automation can be handled by anyone because it involves recording test scripts and playing them back. This is utterly wrong.
Most automation tools require a substantial level of technical expertise and strong knowledge of the testing framework. Without the required technical skills, creating accurate test scripts and maintaining becomes a top challenge.
5. Selecting a Proper Testing Approach
For successful UI testing, you must use the right tool and employ a correct automation approach. This should always be one of the top concerns for test automation engineers.
Testing teams should think about reducing the effort required to implement and maintain test scripts. It is important for testers to develop an automation solution that detects issues automatically and revalidates the tests without human intervention.
Another thing to consider when selecting a proper testing approach is the generation of useful test metrics and reports.
6. High Initial Investment
Automated testing is crucial for quality assurance in today’s agile development. However, despite its huge pay off in terms of long term benefits, the cost of implementing test automation in the initial phases is usually high.
The Solution: Codeless UI Automation Testing
While the above are not the only challenges found in UI test automation, they are the most common. Testing teams should, therefore, find solutions that can overcome these shortcomings to ensure the test automation project is successful.
Codeless automation tools can help address these challenges by providing a more efficient way of testing. This is because they are built to empower every tester, including those with the least testing knowledge.
Through codeless UI automation, you can create testing scripts without framing any code. As such, it eliminates the headache of maintaining test scripts every time a new feature of functionality is pushed to the UI.
This means testers can concentrate on important testing activities without putting too much effort into maintaining the test suite.
Some of the main benefits of codeless UI automation include:
- Increased testing speed due to visual UI workflows
- Easier maintenance and management of complex tests due to AI-based, self-healing technology
- Effortless integration with other CI tools
- Lower test maintenance costs
- Enhanced scope of UI automation
- No steep learning curve as programming knowledge is not required.
- Facilitates easier documentation of process changes and report generation
UI test automation is an efficient and cost-saving way to verify the performance and functionality of your application’s interface. Although setting up automated UI tests and creating the necessary scripts requires a considerable amount of effort, it will streamline your testing cycle in the long run.
To perform test automation effectively, an organization’s QA team should have the required automation expertise. Otherwise, they should consider external consultation.
Streamline Your UI Automation With Perfecto Scriptless
Want to start or streamline your UI automation tests? Explore Perfecto Scriptless, the codeless UI test automation tool for web apps.