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1. Create a new Block in the Cyara Web Portal. Click the New Block menu item from the Test Cases menu in the navigation box.
2. Give the Block a name; in this case we have called it Share Trader IVR – Welcome Block. Since this Block will be included at the beginning of an Inbound Test Case, select Test Type as Inbound.
3. Next add Steps to the Block you have created:

Step 1

The first Step of the Test Case will be Step 0 (the connection step), This block will use Step 1 for its first step as this Block will be included at the beginning of an Inbound Test Case.

Once all required information has been entered, click Add Step to add the Step.

Step 2

In the example above, the Expect to Hear at Step 1 is Welcome to Share Trader. The figure below shows an example of how information for this Step may be entered. The Adding Step 1 process is as shown:

Once all relevant information has been entered, click the Add Step button to add the Step.

Step 3

In the example above, the Expect to Hear prompt is “What’s your account number” and the reply using DTMF is “760002#”.

This information has been entered below as follows:

Add the Step and Save the Block. The screenshot below shows the completed Block Steps. The Block should now be saved.

1. Create a new Test Case in the Cyara Web Portal.
2. Click the New Test Case menu item from the Test Case Manager menu in the navigation box.
3. Give the Test Case a name. In this example, it has been named: Share Trader IVR - Login with quote. Refer to the Test Case Steps section.

   The Block that was created above will be inserted at the beginning of this Test Case as follows. Under Add Steps, select Insert Block. Type the Block name into the search box and a list of existing Blocks will be displayed.

   Note: If the Test Type of the Test Case is Inbound, only Blocks with the Test Type of Both and Inbound will be listed, and if the Test Type of the Test Case is Outbound, only Blocks with Test Type as Both and Outbound will be listed.
4. Search for the Block to be inserted; in this case, “Share Trader IVR – Welcome Block” and enter the step number where this block should be inserted into the test case.
5. Click the Insert At button to add this block to the test case.

The Steps within the Block are displayed as one unit under the Test Case’s Associated Step(s). Note the blue border around the Steps outlining the Block. Continue adding the remainder of the Test Steps. An example showing Block inserted within Test Steps is as shown:

The Test Case can now be validated and run in a Campaign the same way as before.

Blocks can also be created from an already created Test Case. To do this, open the Test Case that has the Steps required for the Block.

• Put a tick beside those Steps and click Save As Block
  
  
  
  
• Select a folder, enter a unique Block name and click Save
  
  
• The Steps get grouped as a Block which is displayed as one unit within the Test Case
  
  
  
  

Flattening a Block merges each Step of the Block into the Test Case. Although the Block is not deleted, it is no longer linked to the selected Test Case, and the Steps may be modified without affecting the Block.

• To flatten a Block within a Test Case, select it by placing a tick next to the Block and click Flatten Block. The Block Steps are merged into the Test Case.
  
  
  
  

The Block can be viewed, moved, copied, cloned, deleted, and searched in the same way as Test Cases. Refer to the Test Cases Chapter for detailed instructions.

To edit an existing Block, click the link that appear on each attribute of the Block on the Test Cases/Blocks screen. This is the same as editing a Test Case. Refer to the Editing Test Cases section.

Blocks can also be edited from within a Test Case by selecting the link that appear on each attribute of the Block from within the Test Case.

This will open the Block for editing in a pop-up screen. Edit the Block and click Save & Run. This will update the Block and apply the changes to all Test Cases that use the Block.

After you finish editing a block, to edit other blocks in the same folder, you can use the Previous and Next icons, from the Edit Block page.

Blocks can be imported and exported in the same way as Test Cases. If a Test Case with a Block is exported, you have the following options:

Include Blocks:

• Yes: the Blocks associated with the Test Case are included in the exported file
• No: the Blocks are not exported and are removed from the Test Cases
• Flatten: the Block Steps are flattened and merged with the Test Case

Each Block contains mandatory elements and optional elements. These rules apply to the creation of a Block in the Web Portal and are the same as having a mandatory field and an optional one.

The <CallSteps> elements contain one or more <Step> elements.

If the Cyara installations have a license for the Velocity product functions, then you can add an Agent Block to perform attached data validation on the agent side of the call.

The Adding Agent Block steps are similar to the steps mentioned in the Creating a Block section.

Blocks - Adding SMS/Web/Service Step

In the Cyara Platform, selected accounts have access to add the Service Step as a Block functionality. Check with your account administrator for more details.

The SMS/Web Step Block enables setup of an Omnichannel Test Case linkage to invoke dependent Test Cases on other channels. Refer to the Adding a Cyara SMS/Web Step section for more information.

The Service Step enables you to call an external service, currently limited to Web services such as REST. Refer to the Adding a Cyara Service Step section for more information.

After you have entered all the required details, you can use the following buttons to save the block:

• Click the Save button to save the block and to remain on the Edit Block page.
  Note: You can use the Previous and Next icons, to start editing the next or previous block in folder or search results.
• Click the Save and Exit button to save the block and navigate to the Test Cases and Blocks page.