Automation is a key component in streamlining processes and increasing efficiency in various tasks. One critical aspect of automation is the ability to change step types to suit the specific requirements of a task. In this blog post, we dive into the significance of changing step types and explore why it is essential for optimizing automation workflows.

The primary reason for changing step types in automation is when you encounter tasks that require specific actions, such as recording an upload step. By being able to switch step types, you gain flexibility in adapting the automation process to match the intricacies of the task at hand.

Let's consider a scenario where you are recording a web automation process that involves uploading an image to a platform like WeTransfer. Initially, you record a click step to initiate the action but later realize the need to convert it to an upload step for seamless execution. This transition allows you to tailor the automation to precisely mimic the upload process, enhancing the overall efficiency of the workflow.

Task Magic, a versatile automation tool, offers a workaround for recording upload steps in cases where a dedicated upload step is not available. By leveraging click steps and utilizing the feature to change step types, users can effectively customize their automation sequences to meet specific requirements. This adaptability ensures smooth execution and precise control over the automation flow.

While changing step types for upload actions is common, there are various other transformations that can enhance your automation capabilities. From converting steps to scraping links, texts, or images to switching to download actions, the ability to modify step types opens up a realm of possibilities for optimizing automation processes.

In conclusion, mastering the art of changing step types in automation is pivotal for achieving seamless workflows and maximizing productivity. By understanding the importance of adapting step types to meet the demands of different tasks, users can unlock the full potential of automation tools and streamline their operations effectively.

Step 1- Click on Web

Step 2- Click on Continue without cookies

Step 3- Click on URL column and type the web name – Click on Save to URL

Step 4- Click on Click step to record a step- Click on I agree on webpage -Click Confirm

Step 5- Again click on Click step and Click on Upload files on website

Step 6- We get all the options to record in Automation or to upload file

Step 7- Click on Three dots to get the upload options in Prompt window

Step 8- Now Click on Change step type

Step 9- Now click on upload to upload file for step recording. We can also use other function from there like Hover, Click, Scrape text, Scrape Image etc

So the reason that we would want to change step type in our automation is most commonly when we are trying to record an upload step. So if I was to record a new web automation that is uploading a image to WeTransfer, the way that I record that step is I first record a click step and then I'm going to change it to be an upload step.

So what that looks like is if I was to go to WeTransfer. com by editing the URL over here on the left and then clicking save, I'll see the browser go here on the right, and then I'll have a new option to record my next step on the left here. Next, I'm going to click, uh, click so that I can record a click step of the, I agree button so that I can move forward to the upload step.

Now from here, Task Magic doesn't have an actual upload step that you can record from this window. So what we do instead is we record a click step of clicking upload files like this, which is then going to show that in the browser and we can do whatever we wanted, upload a file here if we need to, for our automation.

But what we can do also to finish our automation and record that upload step is click the three dots here, then change step type, and then select upload from here. Now some other common, and then we would click save. So this step is done. Um, And then we can edit this with our URL or any file that we want to upload.

Anyways, um, the other steps you might change this to are going to be things like hover since, um, actually you can record a hover step, so that doesn't matter as much, but maybe that's something you do is you recorded a click step, but you later realized it's a hover step. So you change it, um, converting stuff to scraping links, text, image.

That's very common. Changing it to upload like we just did here. Changing it to download is also really common.