Can i go back and edit previous steps while im recording without messing up my automation? And what kinds of things can i edit while recording?
Can I Go Back and Edit Previous Steps While I'm Recording?
Mastering Automation Editing: A Guide to Editing Steps Mid-Recording
Automation has revolutionized the way we handle repetitive tasks, streamlining processes and saving valuable time. One common concern when creating automation scripts is the ability to go back and edit steps without causing disruptions. In this guide, we will walk you through the process of editing your automation steps seamlessly while recording, ensuring that your workflow remains efficient and error-free.
Have you ever wondered if you can tweak your automation steps mid-recording without any hassle? The answer is a resounding yes! In this comprehensive guide, we will explore the ins and outs of editing automation steps on the fly, empowering you to fine-tune your scripts with ease.
Editing Automation Steps: A Seamless Process
The key to editing your automation steps while recording lies in a simple yet powerful feature - the plus button. By clicking the plus button between any steps in your automation script, you can initiate the editing mode and make changes on the go. Whether it's adding new steps, deleting existing ones, or modifying actions, the plus button unlocks a world of possibilities for customization.
Navigating the Editing Interface
Once you click the plus button, a new Chromium browser window will open, displaying the URL closest to where you initiated the editing process. While the exact URL may seem trivial, it plays a crucial role in determining the flow of your automation script. By leveraging the play icon next to the desired page, you can fine-tune your script to perfection, ensuring seamless execution.
Making Changes on the Fly
Editing your automation steps grants you the flexibility to tailor your script to meet evolving requirements. Whether you need to update text inputs, navigate to different websites, or perform specific actions, the editing interface empowers you to make real-time modifications with ease. Simply save your changes, click play, and witness your automation script in action with updated data.
Saving Your Progress
Ensuring that your edits are saved correctly is paramount to a smooth automation workflow. When you're satisfied with your changes, click "I'm done" to save your progress. This action finalizes your edits and ensures that your automation script reflects the latest modifications. Conversely, if you wish to discard any changes, clicking "exit recording" will halt the editing process without saving alterations.
By mastering the art of editing automation steps mid-recording, you can take your workflow efficiency to new heights. With the ability to fine-tune your scripts on the fly, you can adapt to evolving requirements and optimize your automation processes seamlessly. Empower yourself with the tools to edit with confidence and watch your automation scripts come to life like never before.
Video
Steps
Step 1- Click + Button
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2Fa0621ff5-04fb-4337-80f4-ac6daed1521c%2FUntitled.png?table=block&id=dbee0269-2e24-423d-983d-66a06bd469a9&cache=v2)
Step 2-Click Record
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2F441a143b-b861-4b5e-9b7e-2c435b9c568d%2FUntitled.png?table=block&id=2ce514ac-48ea-4503-af29-a27a72e3d6f5&cache=v2)
Step 3-Click on San Frencisco to edit the option from the automation
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2Fa06074d0-1c74-4a38-a983-452657b2d1e9%2FUntitled.png?table=block&id=f0695149-f11b-4599-a200-1eedea7db86b&cache=v2)
Step 4- Edit and write new text in the column and click Save
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2F5e103106-f66b-47a7-8496-a2305c5fdc31%2FUntitled.png?table=block&id=dfd00f67-4f43-4f11-bcba-0e75c0ebb3aa&cache=v2)
Step 5-Click on I m Done to save the change in automation
![Notion image](https://www.notion.so/image/https%3A%2F%2Fprod-files-secure.s3.us-west-2.amazonaws.com%2F933fd0c3-a154-47b4-90fa-73be506fc7f9%2Fb703709c-7e04-48e0-9d72-7f4bf771140c%2FUntitled.png?table=block&id=78431155-fb7a-444b-9fd6-4883fa068809&cache=v2)
VIDEO TRANSCRIPT
Okay. So we had a question about, can I go back and edit these steps of my automation without messing things up? Um, what can I do? Things like that. So the easiest way to do this is click the plus button in between any of the steps in your automation, and then click record from here. This is going to open up a new Chromium browser.
At the URL closest to where you click the plus. So that's not super important, but basically if this was going to seniorly. com and then this step was going to google. com and I clicked the plus step after this one, it's going to go to google. com rather than seniorly. So really minor thing there. Um, we can click the play icon next to the page that we want to go to.
If that was a factor for us. Anyways, what this is letting us do is edit and add, delete anything we want to our automation. So this, for example, is going to type San Francisco in this input field. But if I wanted to edit my automation, I'm going to make this type. Um, I don't know, Seattle, Washington. Then I can click save here, click play.
And I can test my automation with some new data. Now, for whatever reason I may want to. We can delete our steps. We can, um, edit them here. We can add more steps, whatever we really need to. It's just like when you first were recording. Now to save these steps, you're going to click I'm done to abandon any changes or discard those changes.
You would click exit recording. So exit recording is going to completely stop the automation that you were editing. It'll save everything you had prior to starting the recording. But no changes that you made, even if you click save from here. Now, if we click, I'm done, that would save everything. And that's kind of what we're expecting to do.
If we were editing, adding to this automation.